Databox reporting capabilities go well beyond traditional CRM reporting content, providing drill down metrics with cohort analysis, conversion reports, advanced analytics and more.
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.
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.
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.
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.
CRM reporting also provides perspectives into multiple areas of business activities. The following types of reports are:
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?
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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