Hi there,
Hope all is well! My company is transitioning to Microsoft Dynamics CRM. Essentially, our company use of CRM is starting from scratch.
We sell primarily to B2B and our sales team is around 5 people. 3 inside sales representatives and 2 outside representatives. We'll have a seat for the marketing department.
The team:
Receives inbound leads through website forms
The quote team receives direct emails with requests
Inbound phone calls
Does anyone have a resource they would recommend that has sample dashboards? We are looking for best practices in hopes of modeling the dashboards we use.
Our inside reps have never used CRM that much and we want to get them off to the best start.
Thanks for your time!







