{"id":17492,"date":"2016-09-20T17:51:48","date_gmt":"2016-09-20T12:51:48","guid":{"rendered":"http:\/\/exob2b.com\/en\/?p=17492"},"modified":"2016-09-27T17:54:20","modified_gmt":"2016-09-27T12:54:20","slug":"the-power-of-crm-reports","status":"publish","type":"post","link":"https:\/\/exob2b.com\/en\/the-power-of-crm-reports\/","title":{"rendered":"The power of CRM reports"},"content":{"rendered":"

When it comes time to choose a CRM solution for your business, technical considerations are usually the first things that spring to mind. Can the solution easily integrate with existing systems and tools (emails, social media, website, ERP)?<\/p>\n

Of course, the ergonomics of the solution, its ease of use in mobile mode or its ability to adapt to processes are also criteria that a company will think of. However, the CRM solution\u2019s reporting function is usually overlooked.<\/p>\n

Very often, vendors boast of solutions that can provide such reports. Visual examples are even presented. These usually consist of pre-configured reports which will reassure the purchaser and keep them from examining this function in an in-depth way such as they do with the ones mentioned above.<\/p>\n

The importance of reports in a CRM solution<\/h2>\n

Yet reporting is a CRM solution core service. Thanks to reporting, you\u2019ll be able to see\u00a0your business from the inside and ultimately get to know it better. This in turn, will guide you in your decision-making. You\u2019ll also realize that the pre-programmed reports are helpful but certainly not sufficient because your business is unique and requires specific reports that you need to program, or have programmed.<\/p>\n

Addicted to reports<\/h2>\n

Once your CRM solution is in place, with complete, accurate and up to date data (Let\u2019s dream a little here), you will quickly become \u201caddicted\u201d to the reports that assess your sales team, make predictions about your business figures, etc. \u2026 That\u2019s usually when the first disappointments appear and as you discover some of the limitations a CRM solution can have.<\/p>\n

Reporting needs<\/h2>\n

To avoid this, it is appropriate that the company quickly plan out its reporting needs at the time it is selecting the CRM solution. Accordingly, it must anticipate the different types of reports required. Here are a few of the items to be determined for each report:<\/p>\n