Key Customer Management Dashboard Features
InetSoft's BI solution provides universal capabilities for all types of CRM applications to accommodate all the user needs to increase growth and revenue for their business. Using InetSoft's CRM software dashboards, users can integrate their data into flashy, interactive reports that provide monitoring services. Users can create business-specific dashboard displays of critical key performance indicators, such as:
- Open cases by status, priority, and age
- Current case load by agent and status
- Employee performance by cases closed and time to close
- Overall case open vs. close rate
- Same day close rates - overall and by agent
This allows users to accomplish tasks that they would not be able to with basic reports, such as schedule reports for email distribution, combine multiple views in a single report, give more options for printing and exporting reports, including Excel, PDF, PowerPoint, and more, build parameterized reports which allow you to select the data you want to view, or automatically see The appropriate data based on security and sharing, and organize your reports with sub-folders.
With InetSoft's easy to use customer relationship management dashboards, users can measure sales success rates of campaigns from start to finish, compare the current performance of your marketing campaigns to previous ones, identify outliers in your sales funnel, and track if year-to-date sales are on track to hit plan using historical patterns.
Curious about learning more? Download a free version of InetSoft's award-winning software today!