21 May

Dashboard Best Practices: The Best Dashboards for your Sales, Service, Marketing and Management Team

Dashboard Best Practices: The Best Dashboards for your Sales, Service, Marketing and Management Team

Thursday, May 21, 2020 (12:00 PM) to Thursday, May 21, 2020 (1:00 PM) (Eastern Time)

CRMUG Virtual Event Customer Engagement, Reporting
Tricia Desso-Cox

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You're Registered!

"What gets measured, gets managed." - Peter Drucker

In this session we will dive how to setup dashboards that can actually be used to improve results. You'll learn about the 5 categories of dashboards, a process for designing dashboards, 3 of the frustrating limits of CRM dashboards and how to work around them. You'll also learn the top 10 best-practice metrics for sales reps, customer care, marketing, managers and executives - and a visualization of how they should look in CRM dashboards.

Tricia Desso-Cox