Top 5 CRM reports for your BPO business

If you asked yourself right now, “What’s the status of my BPO’s sales targets?, “How are my sales executives performing?” or some such pressing question we bet you’ll be clueless. If you want instant answers in real time, a BPO CRM can serve this purpose. Read our booklet on ‘5 Key reports for BPO business’.

 

5 key crm reports for bpo business

 

1. Sales Forecast Report:

Sales forecasts for the month, quarter, year, etc. help you make winning strategies and study your BPO’s & sales team’s strengths and
weaknesses.

bpo crm sales forecast report

2. Sales person-wise Target Achieved:
Know how each sales person is performing. These reports help you spot your best and worst sales people. They also help you analyze, restructure and implement corrective steps in your sales marketing campaigns.

You can get more reports for product-wise / service-wise performance analysis in the BPO crm demo.

bpo crm sales person wise target achieved

3. Lead Stage Report – Valuations

Lets you know which leads (revenue-wise) are in what stage of your sales pipeline so you can devise your plan of action for respective sections of your sales cycle. You can also get more lead reports sales person-wise, product-wise, branch-wise, region-wise, etc. to help you make informed decisions.

bpo crm lead stage report valuations

 

4. Lead Priority Report – Valuations
Get valuations of leads to track, analyze and prioritize all your sales follow-ups to service leads better and close deals faster.

bpo crm lead prioirty report

5. Sales Target Achieved Report (Yearly)

Instantly shows your BPO organization’s set sales targets and performance for the current and previous years.

 

bpo crm sales target achieved report

Resources on BPO CRM Software:

1. Download BPO CRM Software Buyer’s Guide
2. Download Top Features for BPO CRM Software
3. Sign up to view Reports in BPO CRM
4. Hosting, security, compatibility, integration and customization details of BPO CRM
5. Sign up for a BPO CRM Demo

Do you want an obligation-free consultation on BPO CRM?

Contact our BPO CRM Solution Architect via phone or email – Click here
Chat with our BPO CRM Solution Architect (Mon-Fri, 10 am-5 pm IST) – Click here

 

Want to know what’s more in store? Click here to see all the reports.

Afford to spare some more minutes? Get more good reads here!

 

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