CRM implementation is life-changing for your company’s strategy.
To visualize your profitability, performance, and customer progress in the sales funnel, you must correctly configure your system’s reports.
CRM implementation is life-changing for your company’s strategy. To visualize your profitability, performance, and customer progress in the sales funnel, you must correctly configure your system’s reports.
Understand customer behavior with Salesforce technologies.
What is CRM Reporting
- Provide your marketing and sales departments with accurate insights into what clients want and do online.
- Define what products are the best source of income for your company.
- Analyze your business performance and make forecasts.
- Develop new marketing strategies and analyze the existing ones.
All these opportunities drive your business efficiency.
You get perks, including client contact data, frequent searches, service requests, and marketing initiatives. Explore the full potential of CRM systems with application examples.
How Can CRM Reporting Help Your Business
Easily find trends and opportunities
The system helps you identify customer behavior trends and patterns and highlights the most popular products and services.
Provide a top-notch service
Analyze client interactions with your company regarding complaints and inquiries, and focus on examples of positive service experiences. With reports from CRM, you figure out what can be improved.
Sell fast and easy
The system allows you to track sales progress and optimize possible disruptions, thus improving profitability.
Evaluate advertising efficiency.
Keep an eye on marketing campaign performance by getting up-to-date reports and prioritizing the most promising advertising efforts.
Top 10 CRM Sales Reports For Your Business
1. Sales Pipeline Report
See opportunities status, lead progress in the funnel, and chances of closing the deal.
2. Sales Forecast
Calculate the approximate future revenue with data on sales history. With CRM, you can plan precisely and risk-free.
3. Sales Activity
Get data on sales calls, messages, and emails submitted by each sales rep to get insights into the overall sales department performance.
4. Lead Conversion Report
The software allows you to measure how many leads convert into customers. You can focus on the best sources of leads and develop your business strategy.
5. Investigate achievements and losses
Use reports to find out why some opportunities earn while others do not.
6. Keep track of revenue from each product or service
Precise reporting brings you statistical data on each product.
7. Collect statistics on particular geo area
Check analytics and see where your products sell well and grow profitability by choosing your best source of income.
8. Get insights from every channel
Identify the most profitable marketing channels and improve the rest.
9. Compare customers by revenue
Look through a list of your contacts and analyze the revenue generated by each customer using CRM reports.
10. Check the performance of each sales team
Evaluate revenue, conversion rate, and activity and identify the best team.
Where To Start
It is time to develop your strategy and monitor all your KPIs. Benefit from accurate data obtained by your CRM after the Redtag team configures it and makes reporting work for you.
Let us address your issues and leverage the potential of Salesforce for your good- a perfect example of the most effective CRM system.