Posts Tagged ‘CRM Reporting’

Microsoft Dynamics CRM Reporting

One of the most important aspects that keeps a company alive is how well it deals with its customer or client relationships and that is the focus of CRM or Customer Relationship Management. 

The goal of CRM is to enable the company to get a good view on who their best customers are, and what they tend to purchase or avail of in the company, what products or services they do not like and what comments or reactions they have to the other services, products and marketing moves that the company makes.  

On paper that may all sound really complicated by the trick is to use a dedicated database software that keeps track of all these and will allow company employees to easily access the data for future references and internal analysis. Understanding the customers is what keeps a company alive.

The issue with CRM is that it is not just a database.  CRM software will allow the employers and the employees of the company to create unique dynamic reports and lists to help them perform different analytical studies on the data.  There are numerous databases and software used for CRM and CRM reporting but the one true software utilized today is Microsoft Dynamics CRM.

There are a lot of reasons why Microsoft Dynamics CRM is the go-to software; it integrates tightly with the Microsoft Office applications that pretty much everybody is familiar with (Outlook, Word and Excel) the cloud infrastructure is the most modern means of network connectivity, and it is the only CRM tool that completely integrates an email system and active communications system.

For example: via Microsoft Dynamics CRM reporting where a group of employees create a study table of all the products that customers buy, how customers value these products purchases and how long it takes before the same customer purchases the same product will be the key to determine which are the most profitable consumers that the company has.

This is one of the most essential reports that CRM delivers; it is important for a company to know who values the company the most.  

Another good example of productive Dynamics CRM reporting is when the company pools out the data from the database to study which products coming from the company receive the least amount of error reports or complaints and then those that receive the most.  From these reports the company can properly assess what production designs they need to change and can make a forecast on how these changes can affect their sales.

It is vital for a company to identify what makes them sell, what the customers like and don’t like and what the public is saying and CRM tools are the gist of getting that information sorted out, analyzed and then manipulated for the company’s assets.

Why resort to old-school systems like paper case studies (or manually putting the information into Excel) when you can analyze all the data coming directly from your company and the clients with the Microsoft’s Dynamics CRM reporting tool?