Visibility & Reporting

Do any of these sound familiar?

My forecast is never right
I don’t have A,B,C,D, rep rankings
I don’t know which deals to spend time on
I have bad data, and I’m wasting time

Far too often leaders spend valuable hours, if not days, trying to find good data for what is happening with their business. Does this sound like you or your team?

• Sales reps aren’t entering data into the CRM

• I can’t predict my quarter because the data is in people’s heads

• “What do you mean half of your opportunities slipped out?!”

Good reporting starts with good data, but if you don’t have good access to even bad data, you’re flying blind. To jump-start your visibility project, below are our typical areas of focus.

Here’s what we do:

• CRM Report of findings

  • Current CRM, dashboard, reporting evaluation - Top 5 things to fix fast, and 5 for longer term

  • Desired reporting state, how you run your business - We help you run your business from a dashboard

  • Sales team’s use of CRM, sticking points - How to make the CRM work for the team, which will improve reporting

• Building new reports and dashboards to meet needs

  • Activity, lead, opportunity reports and dashboards

  • Business/priority specific reports

  • Campaign tracking

  • Future-looking sales funnel

• CRM Updates if needed

  • Changes to CRM to accommodate your specific industry

  • Account management fields if needed

  • Streamlining entry to encourage sales rep completeness

  • Updates to improve data integrity

As priorities shift, the CRM and reporting must be able to capture and clearly represent what is truly happening with the business. If set up and used correctly CRM is a fantastic tool for sales reps to use, and for leaders to glean insights. If you have specific requirements not addressed above, you’re not alone. We’re here to ensure your reporting aspirations become a reality.