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Microsoft Dynamics CRM 2013 Marketing Automation by Sandeep Chanda, Alok Singh

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Marketing Goals and Goal Metrics

Microsoft Dynamics CRM 2013 provides a goal management feature that can be used to define and track goals at various levels. The GOALS feature can be used to define and track goals for the marketing teams and measure their performance based on the metrics defined.

The following two key entities are provided for goal management:

  • Goal
  • Goal Metrics

Goal Metrics

Every organization needs to identify key parameters that are critical for the measurement of progress towards its objectives. These parameters can be defined as Goal Metrics within Microsoft Dynamics CRM 2013. This is a numeric measure of specific field values within a record type in CRM. The Goal Metrics defined by the organization becomes the yard stick for measuring ...

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