SERVICES MANAGEMENT REPORTS
A crucial element in any CRM programme is the ability to review and analyse data.
There are several ways by which you can extract meaningful information from GoldMine, and we can help with all of them.
Typical reports are:
- how many appointments, on average, does it take to make a sale?
- 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 activities.
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.
GoldMine Dashboards
GoldMine's dashboards are interactive reports from which you can drill down to the underlying data. They are ideal for top-level graphical analysis.
Crystal Reports
Crystal Reports is an industry-standard report-writing tool that has long been popular with GoldMine users. Using this, we can write custom reports which can be run by any authorised person. These sorts of reports are ideal for in-depth numerical analysis
SQL Server Reporting Services
SSRS is fast becoming an alternative to Crystal Reports, and it shares many of the analytical advantages..
SQL queries
Sometimes, all that is needed is a quick and dirty data extract based on criteria that you can write as a SQL query. We can help you to harness the power of this direct line to your data.