A preferred choice of next-gen business leaders to take key business decisions on the go!
Get a comprehensive understanding on how to leverage maximum return and potential for ERP Software
A CRM Software is an essential tool to monitor the current activities of the organization and let the management know of all the activities underway which will help them plan the future. While talking about CRM, there is an important functionality which is most talked about – Reports. Reports are the comprehensible condensation of all activities done in the company. They can be generated as the need arises and in the format that the company wants.
Today, a lot of companies are demanding interactive dashboards – reports which are presented in graphical format on the first screen itself and can be customized according to the needs of the user. There are department wise reports which can be view-able to the person belonging to that particular department. This removes the complexities of downloading the report in excel format every time and analyzing using formats.
Of course every organization would like to have a system which can provide an overall picture of the business in reporting format, however Business Intelligence tools are integrated in most of the CRM tool, but there are some advanced CRM system like Sage CRM, which is a BI integrated feature in build also you can generate report based on your parameter.
While there are a lot of reports available – Sales report, Marketing ROI, Customer Service complaints, etc. Here are the 5 powerful reports that you must run in your CRM:
Cut costs and deliver better products, gain insights, improve quality control, and reduce waste.