What is CRM reporting?
Posted: Sat Jan 18, 2025 5:10 am
The CRM report is just one of the many features of this system, but also one of the most valuable for strategic managers .
This is because, with it, you can analyze data with more reliable information. After all, the software will have far fewer human errors and mistakes than manual work.
This way, it is possible to have more security algeria phone number resource in the information provided and, therefore, create more assertive resolutions.
The CRM report is flexible and divided into several areas, so you can interpret data from different angles of the strategy.
How to make CRM report?
Now that you know what a CRM report is and its importance for the ongoing development of customer relationships, let’s understand how to create one for your company. Keep reading!
Conduct a consumer data audit
Did you know that 40% of email users change their address at least once every two years?
In other words, if you haven't performed a data audit recently, this could be why your email delivery and open rates are low!
What does this mean, exactly? That you need to take care of your consumers’ data!
In the manual process, this can be very tiring, but CRM will help your company in this mission.
This is because most of the emails in your database may be incorrect, whether due to human error, change of address or even account deletion.
However, it is important to have this information up to date so that you can truly evaluate your business's marketing strategy.
But how do you take control and do it effectively? Just follow these steps:
Check the data collection process: How do your customers leave their contact information for your company? How is it monitored?
Catalog data in the system: are tags , custom fields and submitted forms used correctly ? Is the organization up to date?
Hold people accountable: Is there someone monitoring and auditing them constantly to keep them up to date in the system? Are these people trained and supervised?
Centralize data: to obtain the CRM report, this data needs to be centralized in the software. After all, the tool is useless if it is not used in the workers' routine;
Segment information: people who have already purchased from your company cannot be in the same group as newly discovered leads . Therefore, it is important to keep your data organized and segmented for an even more assertive relationship.
This is because, with it, you can analyze data with more reliable information. After all, the software will have far fewer human errors and mistakes than manual work.
This way, it is possible to have more security algeria phone number resource in the information provided and, therefore, create more assertive resolutions.
The CRM report is flexible and divided into several areas, so you can interpret data from different angles of the strategy.
How to make CRM report?
Now that you know what a CRM report is and its importance for the ongoing development of customer relationships, let’s understand how to create one for your company. Keep reading!
Conduct a consumer data audit
Did you know that 40% of email users change their address at least once every two years?
In other words, if you haven't performed a data audit recently, this could be why your email delivery and open rates are low!
What does this mean, exactly? That you need to take care of your consumers’ data!
In the manual process, this can be very tiring, but CRM will help your company in this mission.
This is because most of the emails in your database may be incorrect, whether due to human error, change of address or even account deletion.
However, it is important to have this information up to date so that you can truly evaluate your business's marketing strategy.
But how do you take control and do it effectively? Just follow these steps:
Check the data collection process: How do your customers leave their contact information for your company? How is it monitored?
Catalog data in the system: are tags , custom fields and submitted forms used correctly ? Is the organization up to date?
Hold people accountable: Is there someone monitoring and auditing them constantly to keep them up to date in the system? Are these people trained and supervised?
Centralize data: to obtain the CRM report, this data needs to be centralized in the software. After all, the tool is useless if it is not used in the workers' routine;
Segment information: people who have already purchased from your company cannot be in the same group as newly discovered leads . Therefore, it is important to keep your data organized and segmented for an even more assertive relationship.