How do I set KPIs in my CRM system?
An example of an AI chatbot conversation about setting KPIs in a CRM system.
How do I set KPIs in my CRM system?
To set KPIs in your CRM, first identify your business goals. What specific metrics do you want to track?
I want to track sales growth and customer retention.
Great! For sales growth, you can set a KPI for monthly revenue increase. For customer retention, consider tracking the churn rate.
How do I implement these KPIs in the CRM?
You can implement these KPIs by customizing your CRM dashboard to display these metrics and setting up regular reports.
Can I automate the reporting for these KPIs?
Yes, most CRMs allow you to automate reports. You can schedule them to be sent to your email or dashboard at regular intervals.
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