Your sales CRM. Also your reporting tool.
What’s better than a CRM that lets you make calls, send emails, and study customer behavior? A CRM that also lets you generate reports!
When it comes to reporting, it’s about balancing speed with customization. There are reports you want to generate quickly and as a routine—like number of deals closed every week or number of new leads this month. Some reports are exclusive to your business—like finding out how long it takes for contacts to move from one stage to another in your inbound sales pipeline.
Ideally you want both: a bunch of report templates you can use right out of the box, plus the ability to create your own reports. And you want to generate reports from the sales CRM, not with a separate reporting tool. With a separate reporting tool, maintaining sanctity and security of data becomes an added responsibility. It also increases the time you take to generate reports, because you’re constantly shuttling between the sales CRM and your reporting software.
These are some of the problems we’re solving with reports in Freshsales, a sales CRM software.
Use custom templates in Freshsales to instantly pull up a bunch of reports, like accounts by owner, sales by sales rep, and high-value deals for the month. Or you can get down to work and create a report from scratch.
Here’s a quick peek into 4 types of reports in Freshsales: