Now that you have accurate data, it's time to create your CRM report!
To do this, you need to select which types of reports will be analyzed. They are divided into three groups: sales, campaigns and customers.
There are several CRM reporting options within these three algeria phone number resource groups. Some of the main ones are:
Pipeline report: This report helps teams meet deadlines by showing the lead 's purchase progress , identifying when the opportunity was initiated, when it is expected to close, who the responsible team is, and what the success rate is;
Sales activity report: monitors activities already performed and allows monitoring of future activities, helping with team time management;
Leads report : helps you identify where your customers and potential customers are coming from and thus create even more targeted strategies;
Lost sales report: helps the company identify sales that were not closed, also helping to understand and avoid churn ;
Sales Cycle Report: Reports the average sales cycle length for different lead sources ;
Profitability Report: Shows consumers who are generating sales.
It is worth remembering that the types of CRM reports will depend on which tool is contracted. After all, there are different competitors on the market, and each one offers a different solution.
In this sense, it is worth understanding what your company's biggest pain points are so that you can hire the CRM that has the most features to improve this routine.
Select your CRM metrics
Now that you have created your desired CRM report, it is time to measure it! To do this, you need to define your metrics according to what you are looking to analyze for improvements, generally divided into three groups:
Business performance metrics (number of sales prospects, open opportunities, revenue generated, etc.);
User adoption metrics ( upsell rate , number of new customers, etc.)
Consumer perception metrics (number of views of a web page, time spent visiting the site, etc.).
In other words, with the right CRM report in hand, you can analyze almost every area of your business in search of improvements. Want to know even more about this software? Then read our article on commercial CRM systems and learn everything about this tool in the sales area!