CRM On-Premise: Processes and their Measurement

Hi,

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 within the social.microsoft forum (from 2014):

https://social.microsoft.com/Forums/en-US/a1be9c00-4d3e-4b93-94e2-e5dfdd577889/crm-2011-design-question-to-measure-opportunity-stages?forum=crmdevelopment

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

René