Analyse Your Data
A CRM is more than a contact database. A true CRM will start delivering value when you start analysing the data that is contained within your CRM. Reports can provide a deep insight of your business and employees. Do you really understand your Sales cycle – how long does it take to convert a Lead to business? How many leads convert to sales? Which Sales rep is the most successful? Are different Sales people more effective at converting leads? Where does your business come from? Which Marketing activity delivers the best results – not necessarily volume of leads but revenue.
Standard Reports
How do you do this? Is reporting on data complex or time consuming? Thankfully Zoho CRM comes with close to 70 pre-built reports. These reports have been selected as the most common and used Reports by existing customers. They range from simple reports – For example “Display Contact Address Details” to more complex reports – for example “Average number of days taken for the Lead to be converted from various industries for the past 6 months”.
Custom Reports
The Standard Reports form a good starting point, however they might not give you exactly what you need to make decisions. Zoho CRM comes equipped with a simple to use Report builder that allows you to build or modify reports to your exact requirements.
Schedule Reports
We all have reports that are needed on a repeated and regular basis – for example a Potentials Report for the weekly Sales call.Build the report in Zoho CRM and then schedule it so that Zoho runs the report and e-mails it to the employee when they need it.