Leverage Dialogs to Guide Customer Interactions

Dialogs in CRM 2011 guide users through a business process in a wizard like fashion.  You may configure dialogs to present questions and store the responses, dynamically deliver prompts based on the information gathered and update existing records or create new...

Amplify Your Sales Metrics with Stacked Bar Charts

Many sales managers start and end their day with the sales pipeline funnel.  While the funnel is a valuable representation of revenue by sales stage, it is not the only metric needed to assess the health of a sales organization.  Metrics identifying...