SERVICES MANAGEMENT REPORTS

Crystal Reports Tool

A crucial element in any CRM programme must be the ability to review and analyse activities. Meaningful reports are therefore key.

Using Crystal Reports, an industry-standard report-writing tool, we are able to write custom reports which can be run by any authorised person.

A typical report is one that analyses conversions: how many appointments does it take to make a sale, on average? How many calls does it take to get each of those appointments? How long is your sales cycle? This information can be extracted directly from GoldMine and can be used to plan your sales pipeline

In the service and support arena, it is important to monitor call closure rates and to ensure that your company is keeping to its agreed levels of service.

During the consultancy phase we will help you to identify the information that you need to capture. Report writing then makes that information available and visible.