Productivity Tools
CRM System's Customisable Reports
|
 |
|
|
Companies want to transform the massive amounts of data collected from their CRM systems into meaningful reports that different types of workers can use to do their jobs better. In fact, companies have become so committed to knowledge sharing that Forrester Research predicts that use of business-intelligence software among all employees will grow from less than 10 percent in 2003 to 40 percent by 2006. Yet companies also want to develop and customise reports to meet their unique business needs.
With NetSuite's CRM+ customisable reports, you can analyse CRM data across all departments and interpret the information that's most important to you. In addition, you can give your employees the essential data and the tools to become more productive, drive better bottom-line results, and respond to changing market conditions more quickly.
|
|
|
- Leverage your customised reports to design winning sales, marketing and service strategies.
- Enable users to create reports that highlight only the CRM information relevant to them and their job functions, eliminating superfluous data and targeting only the most vital metrics.
- Allow managers to monitor business processes in real time—and to use that insight to improve everyday functions—to sharpen your competitive edge.
|
|
|
|
- Customise reports according to content and layout.
- Add columns as needed, filter your data and sort the resulting information.
- Roll-up information into groupings you prefer and perform operations such as total, sub-total, running balance, and percent of total
- Display the data in graphical form, such as bar graphs or pie charts.
- Use saved searches to segment customers and create summarised results using group, sum, average, minimum and maximum analysis capabilities.
- Publish reports on the Real-time Dashboard for viewing by the entire company.
|
|
|
|
