CRM FAQ

CRM Reporting

This really depends on the CRM. But in general, each CRM provides some standardized reports and report templates. Starting with those and making changes – like adding some of your custom fields, is usually the best and easiest way to get the kind of report you need.

Category: CRM Reporting

Usually the best place to start is to look at all of the spreadsheets you are currently using to track your business – activities, pipeline, contacts, etc. Most of my clients want to replicate these reports and have them automated by the CRM.

Category: CRM Reporting

Ok, they say there are no dumb questions, but this might be an exception to that. Reports are a critical part of your business – reports will tell you the status of your pipeline, the activities of your team and what is happening with the relationships with your clients and prospects.

Category: CRM Reporting