Management Reporting and Forecasting

One of the great advantages of having a centralised repository holding so much information about your customers and your sales is the ability to produce useful and effective reports. Here are a few examples of the types of information that can easily be extracted:

• Sales information - broken down by sales staff, or month, or sales status, or marketing campaign
• Return on Investment for marketing strategies
• Customer extracts - for exmaple, all customers with opportunities in a particular status
• Workloads - who is dealing with the bulk of your work
• Project management - what stage is your project at? What tasks are complete or overdue?

A CRM system such as SugarCRM can provide many different types of report. Information can be presented in either text form (such as customer lists) or in graphical form. Alternately, information can be filtered, sorted, and then exported to popular products such as Microsoft Word or Excel.

In summary, a CRM system places management information at your fingertips, equiping you to take informed decisions for your business.

<< Prev - Next >>