In this web session we will give an introduction to the common best uses and approaches to managing pipelines and sales forecasts using CRM.

Topics in this session will cover:

  • Key metrics many businesses use to help generate the most visibility from their CRM solution.
  • Sample models, dashboards and reports you can create inside your CRM solution.
  • How you can leverage these models, reports etc.. to get a clearer sense of what is happening in your sales organization and company.