Your CRM software has information coming into it every day, from sales and marketing teams, from your website (when linked to your online business), from your customers and partners and from your accounts system.
Using CRM reporting, you can extract meaningful information that keeps you alert to what matters most in your business. Your managers receive timely business reporting, leading to faster and sounder decision-making, while sales management software allows you to view and manage the sales pipeline. Dashboard reports can be configured to give users quick access to the reports most relevant to them.
Stay alert to significant business changes
As well as producing scheduled and ad hoc reports, an unlimited number of customisable alerts can be triggered by key events. Employees, suppliers, customers and trading partners can receive real-time notifications via email or SMS to improve collaboration and ensure nothing important is overlooked.
What drives your business?
You can report on your key performance indicators, department by department. The software includes hundreds of standard sales, marketing and customer service reports. In addition, a report writer tool lets you create custom reports on anything you want to measure.
You can monitor a range of activities, with the following being some of the most popular :
"Finol invested in Exchequer software over 5 years ago, and Exchequer continues to grow and adapt to our unique and ever changing business requirements. The extended functionality allows us to use Exchequer software as a central hub for the majority of our business software requirements."
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"Exchequer Software provides us with everything we need for our Accounting purposes. We have now decided to expand our use of the software. We are developing an e-commerce website hand in hand with Exchequer. This has been a smooth process so far and everything is exactly as explained at our initial meeting. Excellent... first class service!"