INTRUM CRM allows real time monitoring of all company reports. Enjoy the advantage of selecting customized metrics that are important to your business. You can build standard sales funnels (for example, all closed deals total value, deals conversion by stages), and introduce custom ones — the diagram of distribution of outbound calls longer than 15 sec. among sales reps, for instance.
All reports are displayed on the desktop. You can adjust the desktop view and contents for each user individually by granting access to certain users/departments and restricting it for others.
A user desktop also displays all changes in the events and objects associated with this user.
Q & A
What do reports look like?
There are two basic forms of reports: diagram and table. Diagram displays your metrics in a histogram or a line/pie/doughnut chart. In table form, you need to enter the analysis parameters right in the template cells (just like in Excel) — and the CRM will compile a report using the CRM objects data for the time period you require.
Can I do a comparative research on different users (departments)?
Yes, any report will display both the overall figures, and the users/departments statistics. The data is easily compared in a chart.
Are there default reports settings in INTRUM CRM?
Yes, the CRM offers a number of default reports, such as the number of closed/lost deals and deals in progress, the amount of revenue and profit, potential revenue and many others.
Can all sales leaders and the board of directors get weekly report on selected metrics?
Yes, you can create the rule of automated report, that will be sent to the selected list of recipients informing them about changes that happened during a certain time frame.
INTRUM CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system.