Handy CRM Views and Graphs for Government Contractors (GovCon)

Jim TownsendDyn365CE5 years ago6 Views

If you use a customer relationship management (CRM) system for tracking government contracts, you will find yourself using some views, reports and graphs more frequently than others.

Here are some favorites from my experience and from users of the InfoStrat Dynamics 365 for Government Contractors solution.

The most fundamental chart is the sales pipeline funnel.  This is broken into the sales…

Continue Reading noreply@blogger.com (Jim Townsend)’s Article on their blog

http://blogs.infostrat.com/2019/02/handy-crm-views-and-graphs-for.html

Blog Syndicated with noreply@blogger.com (Jim Townsend)’s Permission

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