Reporting in CRM

Is Reporting so important for marketing and sales activities?

Reporting is data analytics methodology that gives an accurate picture of customer’s behavior and products or services relation.


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Why do you need reporting in CRM?

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Traditionally, data reporting has been viewed as something essential in business. Sure, without a way to summarize and express acquired information, leaders would be left without any sort of foundation on which to base their decisions. The time and energy investment associated with creating reports on separate programs as Excel, resulted in increased costs and time, and had the tendency to soak up the time and talents of trained employees who would have been better utilized elsewhere.

The solution, then, was to create partially automated module that would be capable of easily collecting, organizing, and analyzing large amounts of data, and then presenting that data in a way that is efficiently navigable as dashboards, charts, tables, etc…

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How reports are created and managed?

The primary function of (CRM) is to promote a better buyer-seller relationship. Before any of that data can be put to productive use, it needs to make the journey from CRM to decision maker, and that requires effective reporting. STS CRM comes with the set of predefined reports that cover different areas in different fields: marketing, sales, real-estate, customer-service, etc…

Reports can be represented as :

  • Dashboards graphs which gives a general overview statistics.
  • Reports module section that gives tabular detailed structure.

From the mostly used sales reports are :

  1. Contacts/ Leads report
  2. sales pipeline report
  3. Wins/Losses report
  4. Revenue reports
  5. Key performance indicators (KPIs) reports

And mostly used marketing reports :

  1. Source lead tracking report (organic search, paid media, site referral, social, email)
  2. Content engagement metrics (visitors, open rate, click-through rate, bounce rate)
  3. Key performance indicators (KPIs) reports
  4. Email marketing reports
  5. Marketing campaigns analysis report.
  6. Customer reporting (buying patterns, demographics/firmographics, profitability)

Here are some reports examples :

  1. lead source/number in relation with qualified ones
  2. Lead source/number in relative to 5 months time period growth
Reporting module saves time and duplicated efforts, it facilitates add, delete, edit, import/export reports in different forms.
You are able to automated scheduling reports within desired time intervals or certain activities or interactions

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