CRM reporting provides you with the basis for managing your measures.
Whether in sales, marketing or service: as an employee or manager, you need evaluations on various issues as a basis for your decisions. The challenge with CRM reporting is often a large amount of data. How can this data be summarized and prepared for your own purposes?
Today we'll take a look at how reporting can be implemented with our CRM software. Our CRM already offers you many ready-made CRM reports for your work. You can easily define your own analyses with just a few clicks.
Table of contents
CRM reporting - individual and flexible
As a decision-making basis for your daily work, you need simple evaluation options at a glance.
In the reporting cockpit, you can therefore view all the evaluations that are important to you individually on one page and get an overview of the situation. One click takes you to the associated reports and processes, giving you an insight into the details.
Our CRM offers you graphical charts on various issues
For example, you can analyze your current sales opportunities, the status and sources of your leads, the processing status of your service tickets and much more data.
Once you have defined which key figures you want to analyze, the charting widget automatically creates up-to-date diagrams for you from real-time data. One click takes you to the corresponding detailed reports, allowing you to clarify questions down to data record level.
CRM reporting down to the last detail
Define your own detailed reports with just a few clicks
Use the search mask to define the structure of the report according to your own criteria. You can combine any number of criteria and specify which columns should be included in the report.
For quick access, you can simply add the finished report to the start menu of the CRM system. There it can be called up at any time with the latest data. In this way, CRM reporting ensures transparency across all processes and serves as the basis for well-founded decisions.
DASHBOARDS & REPORTS
FOR SUCCESSFUL CORPORATE MANAGEMENT
With GEDYS IntraWare Dashboards and Reports, you can create, manage and distribute both static reports and interactive business intelligence dashboards across platforms and devices throughout your organization.
