CRM Reporting & Business Management
Capitalise on the information captured by your CRM software
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.
We find ProspectSoft CRM the complete solution for all of our sales and service business. It is an adaptable and customisable product which allows us to grow the business with CRM reliability. Its seamless link to exchequer is an added bonus and helps us to track all of our stock and control our pricing.
We also have the ability to track questions like: ‘What are customers not buying from us that they could be?’ At another level, we can see any trends or if a particular problem has occurred previously ...