Report module

Is it profitable for you to invest in customer care? What turnover do you expect for the coming quarter? In order to answer these questions and many more besides, you need reliable and accurate information, which takes all of the factors surrounding your company's development into account.

Increased planning security with the Report module

Using the Report module, you can evaluate all of your CRM data. You create a report view from diverse evaluations and can then choose where and how you want to display the information, for example, in an interactive evaluations table or by means of a diagram. From sales through to management, you create a solid and reliable information base on which those important decisions can be made.

Report view: turnover according to customer
The Report module
  • Analyses of customer values and prospects potential, all provide a solid foundation for realistic turnover forecasts.
  • Create and archive reports directly in your CRM system.
  • Data records can be analyzed down to the field level. Evaluations can also include linked data records, for example, expenses which have been linked to a project.
  • As a result, planning targeted-marketing campaigns is made much easier.
  • And what's more, the module can also be integrated with Crystal Reports.

Do you have any questions?

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