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Accelerate and Enhance CRM: Tracking ROI in Dynamics CRM

Post Author: Joe D365 |

One of the powerful aspects of CRM 2011 is the ability to track ROI, and we’ve already covered some of this territory in our blog posts on tracking opportunity revenue by keyword. But there are a lot of other aspects to tracking ROI in Dynamics CRM. Things like…

  • Tracking ROI using vanity URLs and campaign codes
  • Tracking long sales cycle conversions
  • Tracking phone call conversions
  • Tracking e-commerce transactions
  • Configuring CRM 2011 to track marketing plans, programs and campaigns
  • Structuring dashboards to gain insight into effectiveness of marketing plans

On November 13th, PowerObjects consultant Doug Furney will be speaking about tracking ROI in Dynamics CRM at our annual PowerConnect event, and he’ll be covering all of these topics. (PowerConnect is our one-day CRM educational event of the year, and it is well worth going if you use CRM. Registration still open.)

If you go, we also have a great session on CRM Tips & Tricks, which will appeal to all types of users. It will cover hints, tips and tricks on how to gain productivity from CRM and become a CRM expert. We’ll also discuss free tools available for download that can enhance your CRM. The session will end with a Q&A session with a panel of PowerObjects consultants ready to address any challenges you’ve encountered.

Detailed agenda available here.

Sponsor highlight

PowerConnect is proud to have sponsor Broadlook as a gold sponsor. Broadlook offers research solutions that pull in real-time information from the internet automatically. Microsoft Dynamics customers can use Broadlook for CRM to mash fresh data from social profiles, corporate websites, blogs, SEC filings and press releases with existing CRM leads, contacts and accounts.

See you at PowerConnect!

Learn about tracking ROI in Dynamics CRM

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

One comment on “Accelerate and Enhance CRM: Tracking ROI in Dynamics CRM”

  1. Hey Joe,

    Your blog post is pretty conceptual, the concept behind the ROI. The light focused on the term ROI is pretty clear and upto the mark but here with the same one more concept that eventually matters a lot. No doubt the ROI keeps coming on its way once the strategy has been planned and streamlined. But when we talk of achieving a gain in the ROI, lots many terms comes into play which mos of us are not pretty much clear about. Many new terms as well come into action.

    have you visualized any time that how the gain can be achieved with the implementation of a user friendly work place. Seeking to the workers work place figured out more comfortably helps gain the ROI in a much better way. Like wise some other factors also play more importance in the role model of gaining the ROI in a precised manner.

    While looking out to the web world for the better gain in the productivity cum ROI, I came across one such blog post which has clear mentions of one such policy to gain the productivity which I have never thought of any time in my professional life history. Its been mentioned that the "bring your own device" makes a better sense in terms of the productivity gain for any industry. But I think that its not useful in every sort of industry, as in a production unit no one can have huge machinery of their own. But conceptually its pretty useful. Sharing the link with you as well for your reference - http://www.replicon.com/blog/how-byod-policies-can-help-cut-time-tracking-costs-and-improve-productivity . Wish it could be of certain help to you as well.

    Thanks
    Carla!!!

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