Gain More Insight Into Sales With 3 Types of CRM Reports - PowerPoint PPT Presentation

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Gain More Insight Into Sales With 3 Types of CRM Reports

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Three main types of Zoho CRM reports. These reports help you spot the factors that increase sales and thereby devise strategies to further boost the same. With Squarehouse Technologies, you get the best Zoho CRM implementation services for reports that let you measure the organization’s revenue and growth. – PowerPoint PPT presentation

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Title: Gain More Insight Into Sales With 3 Types of CRM Reports


1
Gain More Insight Into Sales With 3 Types of CRM
Reports
2
best crm solution for small business
  • Every organization tries to analyze what worked
    in the closure of deals. This analysis brings in
    many questions
  • How much time did it take for leads to go through
    the sales cycle?
  • On average, the number of leads that convert to
    customers in a month?
  • Which region generated maximum sales?
  • Who was the star performer?

3
3 Types of CRM Reports
  • Accurate numbers can help to answer these
    questions. As a Zoho CRM implementation partner,
    we help you with the three main types of Zoho CRM
    reports. These reports help you spot the factors
    that increase sales and thereby devise strategies
    to further boost the same.
  • Time-Based Reports
  • People-Based Reports
  • Revenue-Based Reports

4
Time-Based Reports
  • A higher number of leads doesnt always lead to
    increased sales. The key to successful conversion
    of leads is lead nurturing. As a result, the
    sales team needs to understand the lead nurture
    process.
  • Does your sales pipeline have any stagnant leads?
    How do you recognize these leads? How much time,
    salesforce, and effort is required to convert
    these into sales?
  • Timing is crucial in the process of lead
    conversion. You must know the value of your time
    and effort. Zoho CRM reports provide a detailed
    analysis of the lead nurturing cycle.

5
People-Based Reports
  • When you have a suitable sales metric and
    relevant information to measure the performance
    of your sales rep, you can make better decisions.
    You know which sales executive is meeting targets
    and who requires training.
  • Zoho CRM provides such performance-based reports
    to help you measure the progress of every sales
    rep and evaluate the quality of services the
    customers receive.

6
Revenue-Based Reports
  • What is the monthly revenue, and its source? Is a
    particular region or product line generating more
    than the other? Having such information helps to
    determine where your profit-generating customers
    are and their purchase life cycle.

7
best Zoho CRM implementation services
  • With Squarehouse Technologies, you get the
    best Zoho CRM implementation services for reports
    that let you measure the organizations revenue
    and growth.
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