Top 5 CRM Reports For Business
Wondering where your business is going if your sales people seem to be working but you’re unaware about the absolution of your business deals! Our crm solution can give you real time reports to know the exact scenario of your organization’s sales.
1. Sales Forecast Report:
Sales forecasts for the month, quarter, year, etc. help you make winning strategies and reflect on your organization’s & sales team’s strengths and weaknesses.
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 demo.
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.
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.
5. Sales Target Achieved Report (Yearly)
Instantly shows your company’s set sales targets and performance for the current and previous years.
Resources on CRM:
1. Download CRM Software Buyer’s Guide
2. Download Top 10 Features for CRM Software
3. Sign up to view Reports in CRM Software
4. Hosting, security, compatibility, integration and customization details of CRM Software
6. Sign up for a CRM Software Demo
Do you want an obligation-free consultation on CRM?
Contact our CRM Solution Architect via phone or email – Click here
Chat with our CRM Solution Architect (Mon-Fri, 10 am-5 pm IST) –Click here
For all the reports in our crm, click here!
Or you could head to our CRM category on the blog for more.
