Reporting & Maintenance Requirements Your reports should measure the criteria most important to your business. Most CRM systems come with some standard reports. You’ll probably need to create additional custom reports to help you better manage your business. Here are a few examples of standard and/or custom reports: DO YOU NEED STANDARD OR REPORT NAME DESCRIPTION THIS REPORT? CUSTOM? Lists the records modified today and Yes Standard Daily Activity Report the r esults Custom Projects sales by month Yes Standard Monthly Sales Custom Forecast Current Pipeline Status Report Active Accounts
Accounts Contacted Accounts Serviced
This year’s open opportunities Customer Report Bids Lost Weekly Task List
Sales by Rep Sales by Lead Source
Sales by Account
Shows the status of all accounts currently in the sales pipeline Lists all prospects that haven’t become customers or declined to purchase Shows accounts contacted by rep
Yes
Standard Custom
Yes
Standard Custom
Yes
Standard Custom
Shows customer service activity for entire month Displays all open sales opportunities for the year Lists all current customers Shows lost bids
Yes
Standard Custom
Yes
Standard Custom
Yes
Displays a list of all tasks to complete each week by user Shows sales by each representative Shows sales broken down by lead source Which accounts are responsible for sales
Yes
Standard Custom Standard Custom Standard Custom
CRM Reporting & Maintenance Requirements
Yes
Yes Yes Yes
Standard Custom Standard Custom Standard Custom page 1 of 4
REPORT NAME User Logins
Email Campaign Results Other Other
DO YOU NEED THIS REPORT?
DESCRIPTION Shows who has logged in and for how long Delivers metrics for previous email campaign
STANDARD OR CUSTOM?
Yes
Standard Custom
Yes
Standard Custom
Yes
Standard Custom Standard Custom
Yes
REPORTS TO CREATE For the reports you’ll need to create, identify exactly what you’ll need. REPORT NAME
PURPOSE
FREQUENCY RUN
PERSON/ DEPARTMENTS TO USE
MAINTENANCE PLAN Hosted solutions typically require less maintenance than software you install at your office because the program resides on the CRM provider’s servers. However, you should be aware of required and potential maintenance that may need to be performed. Here are examples of maintenance activities: Will your company have to MAINTENANCE DESCRIPTION FUNCTION perform this activity? Some CRM have record limitations, and you Yes Export Records will need to export or delete records as you approach the maximum number of records. CRM software companies often release new Yes Update version versions every year or so. Check with your CRM Reporting & Maintenance Requirements
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MAINTENANCE FUNCTION
Import Records
Archive Records
Add/Delete Users
Synchronization with other programs
Will your company have to
DESCRIPTION
perform this activity?
vendor to determine projected release dates and potential need for it. You may or may not need to perform this function – it depends on how you’re using your system. Similar to exporting records, but you may move them to a different location in your CRM database. You may or may not need to perform this function – it depends on how you’re using your system. You may or may not need to perform this function – it depends on how you’re using your system.
Now create your maintenance schedule. MAINTENANCE PURPOSE TASK CRM Reporting & Maintenance Requirements
Yes
Yes
Yes
Yes
FREQUENCY PERFORMED
PERSON RESPONSIBLE
DATE RUN
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CRM Reporting & Maintenance Requirements
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