How To Make A CRM Report (7 CRM Reports You Can Use)
Here are 7 types of CRM reports:
- CRM pipeline report
- Profitability report
- Sales cycle report
- Sales performance report
- Sales forecast report
- Sales conversion report
- Goal progress report
A CRM report goes by many names, and there are a variety of report types you can use for your business. Just one thing…
Do you know how to make a CRM report?
By the end of this post, you will. And it only takes 3 steps.
CRM reports are made to help you…
- Sell smarter
- Track the progress of your goals
- Quickly pinpoint problems
Reports can also help you track campaign performance and measure ROI — which is harder than you think.