René-GER on Mon, 08 May 2017 12:51:30
I’m working at a German Software Company within the Process Management Department.
Our Sales Department is using Dynamics CRM 2016.
We want measure the process times of our standard sales process (Lead => Opportunity ==> Quote ==> Order ==> Invoice). That’s needed to control improvement and deterioration when we change the process.
Main goal is to minimize the mean elapsed time from Lead to Quote – as a first step. Next step would be Order to Invoice.
I just found following thread (from 2014).
CRM 2011 - Design Question to Measure Opportunity Stages
This topic is very similar. However, I hope an easier solution is available today.
I just started to work with Dynamics CRM. Now I try to find some documentation regarding “measurement of processes”.
With some investigation in the internet, I learned the requirement for such measurement is a designed and active process in background.
However, I need to know what exactly is to do to measure the sales process.
Do you have a suggestion how to start with this topic?
Any documents or e-learnings available?
Thanks & best regards