CRM SYSTEMS
REPORTING MODULES
CRM | Reporting Modules
The reporting turns data into actionable information.
Summary of Reporting Module
• Segment prospects and customers based on attributes that drive your business
• Benchmark campaigns to understand which efforts produce the most revenue
• Roll-up and analyse sales opportunities across your organization
• Monitor the customer satisfaction of accounts
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Customer Segmentation
Customer knowledge drives revenue. With the reporting module, users gain a wealth of customer information.
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Bug Tracking
The reporting Module lets users understand which parts of their marketing spend is effective. Track and measure leads from initial contact through the entire pipeline
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Pipeline Visibility
The Pipeline module provides employees and managers real-time information about the sales potential with your organisation. Define access based on user profile and expose the information employees need to know to get their job done
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Customer Satisfaction
The reporting module tracks customer response times to ensure issues are handled quickly and effectively. Measure and share customer satisfaction reports and metrics across the company.
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