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Reporting Content

Databox reporting capabilities go well beyond traditional CRM reporting content, providing drill down metrics with cohort analysis, conversion reports, advanced analytics and more.


CRM Reporting Content

Almost 50 percent of CRM users confirmed substantial increases in customer retention. With the appropriate CRM reporting app, small and medium businesses can focus on customer behavior. It is one way of improving the experience of consumers that produces loyal patrons.

WHY? DataBox Solutions provides the answer

CRM reporting tools allow managers and decision-makers to quickly access essential information they require. The best CRM is fitted with reporting tools that automatically quantifies vital data they receive.

Reporting Feature

CRM systems have an essential feature known as reporting. Its value is more than monitoring sales activities and outcomes. In fact, the platform provides a consolidated database of essential data points. These include leads and contact details. More than this, CRM has a reporting capability enabling users to put all information in one document.

We value this feature because end-users can monitor performance and make the required changes based on said reports. These come in different forms that your company’s stakeholders can utilize. CRM reporting helps executives, managers, investors, and sales teams gain insights almost instantly. It only takes several clicks. The CRM app automates report generation by combining current information into an easily understandable format.

Impact on the Organization

At DataBox Solutions, we recognize the value that the CRM app brings to your organization. The software we offer the fundamental reporting functionalities.

Client Data -Assess customer profiles to determine most profitable clients.

Sales – Complete view of sales pipeline showing performance of business against targets.

Marketing – Parameters on clicks, conversions and sources of lead from email and social media campaigns.

Types of Reporting

CRM reporting also provides perspectives into multiple areas of business activities. The following types of reports are:

  1. Sales – This is meant to track important sales benchmarks where cycles are usually long. These reports help management in understanding the performance of sales teams. The reporting provides direction of individual staff on major activities.
  2. Sales Funnel – It gives a summary of sales pipeline transactions or agreements. This report assists teams in determining where to concentrate so nothing is omitted.
  3. Contacts – This reporting format presents a perspective of sales contacts found in the organization’s database. It is classified according to sector, engagement level, job type, last contact date, and other points. A contact report allows sales team members to pinpoint key contacts as well as openings for contacts.
  4. Revenues – It is used in monitoring business income versus targets and where the revenues came from.
  5. Profitability – These reports examine revenues from the client. It is ideal for account-based marketing in generating earnings from present customers. Profitability reports include costs so the client’s real value can be assessed.
  6. Sales Forecasting – The sales forecast is the most essential and difficult to formulate. The CRM tool can improve the report’s accuracy by a maximum of 40 percent. Forecasting enables businesses to effectively plan and position resources in the proper area.
  7. Goal Progress – Such reports can cover a broad range of tasks including sales, marketing, and customer support. The report examines the primary metrics and how the enterprise performs against those benchmarks. These are crucial for gauging accomplishments against several goals and targets.

Value of CRM Reports to the Business

DataBox Solutions realizes that each company has different reporting requirements. These businesses find value in various places. Here are the concerns that we tell our clients in looking at the significance of CRM reporting. How can the report affect business operations?

  • The changes that reporting will produce.
  • The Importance of said changes.
  • The time consumed to accurately run reports.
  • Will benefits offset expenses?

Nevertheless, we emphasize that CRM reporting needs to be enhanced and its value must balance expenditures. We are willing to guide you in approaching this requirement.

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Customer Relationship Management (CRM)

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