So you have tracked all your client details, sales and contact history.
Now what?
The key to ensuring your business is on track is to get that data out of your CRM and into some meaningful reports.
Aaromba recommends the following solutions to solve your reporting and data update needs:
Microsoft Dynamics™ CRM customers can analyse your business data with custom Microsoft Office Excel® spreadsheets and PivotTables and Microsoft SQL Server Reporting Services reports.
Sage CRM has its own in-built reporting engine, which is simple to use, with a number of out of the box reports.
MasterMine for use with GoldMine® and QuoteWerks: sends key data into excel pivot tables for simple analysis and stats
Crystal Reports for use with any database system: combines data from various sources to present in your preferred format. This can include complex equations, threshold triggered lists, or stats and graphs based on parameters you enter each time. |
