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— Custom Reporting Tools —

Best Custom Reporting Tools for Your CRM data

Explore top custom reporting tools for CRMs & find the perfect fit!

Introduction

Your CRM is a treasure trove of valuable customer data. But without the right tools to analyze it, that data remains locked away, hindering your ability to make informed business decisions. This is where custom CRM reporting tools come in.

What are Custom CRM Reporting Tools?

Custom CRM reporting tools go beyond the basic reports offered by most CRMs. They allow you to create tailored reports that answer your specific business questions. Imagine being able to analyze sales trends by region, identify your top performing lead sources, or track customer churn rates – all with a few clicks.

Benefits of Custom CRM Reporting Tools:

By leveraging custom reporting tools, you can unlock a wealth of benefits:

  • Deeper Customer Insights: Uncover hidden trends and patterns in your customer data to understand your audience better and tailor your marketing and sales strategies accordingly.
  • Improved Sales Performance: Identify your most effective sales channels, track key performance indicators (KPIs) for your sales team, and optimize your sales pipeline for faster conversions.
  • Boosted Customer Satisfaction: Analyze customer feedback and identify areas for improvement in your customer service processes. This can lead to higher customer satisfaction and retention rates.
  • Data-Driven Decisions: Custom reports provide valuable insights that can inform strategic business decisions across all departments, leading to increased efficiency, reduced costs, and overall business growth.

Popular Custom Reporting Tools for CRMs:

The ideal custom reporting tool depends on your specific needs and CRM platform. Here are some of the top contenders:

Zoho Analytics:

zoho home page

A powerful business intelligence tool that integrates seamlessly with popular CRMs like Zoho CRM and Salesforce. Offers drag-and-drop report creation, real-time data visualization, and advanced analytics capabilities. Pricing: Free plan and paid plans starting at $49 per month.

Domo:

domo crm

A cloud-based platform that provides a unified view of your CRM data alongside other business data sources. Offers interactive dashboards, data blending capabilities, and advanced drill-down functionalities. Pricing: Available upon request.

Power BI:

power bi

A popular reporting tool from Microsoft. It integrates seamlessly with Microsoft Dynamics CRM and provides a user-friendly interface for creating custom reports and visualizations. Pricing: Free and paid plans available.

Sisense:

sisense crm

A business intelligence platform known for its powerful data visualization capabilities. Connects to various CRM platforms and allows users to create interactive dashboards and reports. Pricing: Available upon request.

Looker:

looker crm

A cloud-based data analytics platform that offers a wide range of features for exploring and analyzing CRM data. Offers advanced data exploration tools and collaboration functionalities. Pricing: Available upon request.

Pros and Cons of Custom CRM Reporting Tools

Pros

  • Gain actionable insights from your CRM data.
  • Optimize marketing, sales, and customer service based on data-driven insights.
  • Improve decision-making across the organization.
  • Identify trends and opportunities for growth.
  • Boost overall business performance.

Cons

  • May require additional investment compared to basic CRM reports.
  • Depending on the tool, there might be a learning curve for implementation and use.

Choosing the Right Custom Reporting Tool:

Here are some key factors to consider when selecting a custom CRM reporting tool:

  • Ease of Use: Is the tool user-friendly for both technical and non-technical users?
  • Integration Capabilities: Does the tool integrate seamlessly with your existing CRM platform?
  • Features: Does the tool offer the features you need, such as data visualization, drill-down capabilities, real-time reporting, and collaboration functionalities?
  • Cost: Does the pricing fit your budget?

Conclusion:

The custom CRM reporting tools help you understand your customer data better. This can help you improve your business processes and make better decisions using data. It can also help your business grow.

Are you ready to use your CRM data to its full potential. Find the best custom reporting tools that will help you gain useful insights and drive your business’s growth.

 

Ericson Da Silva.

Ericson has been Working on with CRM and Marketing Automation since 2013 with clients all over the US, UK, Switzerland, Norway, China and Spain. If you have any questions or you want someone to help you implement your CRM solution, you can book a FREE consultation here.