InetSoft's CRM Reporting Tools

Searching for the best reporting tool for your Customer Relationship Management (CRM) Software? CRM software is crucial to the decision-making processes of businesses, as it allows a business to manage company interactions with past, present, and future customers. In order to increase revenue, a company must foster effective marketing strategies based on the CRM reports and ensure end initiatives that are performing poorly. However, in order to do that it is critical to have an application implemented that allows for the easy understanding and interpretation of the CRM data.

For years, InetSoft has been a leader in providing businesses with easy to use, flexible, and versatile dashboard reporting software compatible with almost any CRM application. With the combination of compelling visuals, interactive reports, and a user-friendly drag-and-drop interface, business users can create and analyze data on a whole new level in order to spot new trends, increase efficiency, and even decrease overall costs.

Read how InetSoft saves money and resources with deployment flexibility.

crm dashboard chart sample
crm sales dashboard chart sample

InetSoft's Approach to CRM Software

What makes InetSoft stand out from the rest as an application for creating intuitive customer management dashboards from CRM data?

What are the advantages of using InetSoft Technology's Style Intelligence in conjunction with your CRM software? Style Intelligence is compatible with many different CRM applications whether having open connectivity databases via ODBC, such as SugarCRM, to more proprietary database types, including Siebel CRM and InetSoft's technology design is also customized to support other software such as Infusionsoft, InTouch CRM, and Rapportive.

InetSoft combines ease of use with the capabilities to create powerful, efficient CRM software reports in order to interpret and interact with data in a new way. Using DataBlock technology, users can easily drag and drop blocks of data onto the report to create compelling graphs, charts, crosstabs, and more. With maximum self-service capabilities, users can create visuals so meet any business queries, explore new trends, and increase efficiency.

InetSoft also offers data mashup technology, which allows users to combine CRM data with any other data source, such as Google Analytics and Adwords Data. Users can integrate data from previously disparate sources to discover new correlations in data in just a few simple steps, allowing for maximum exploration of data.

Key Customer Relationship Management Report 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 reports, users can integrate their data into flashy, interactive reports that provide monitoring services. Users can create business-specific report 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 reports, 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 reporting tool today!

crm metrics dashboard chart sample
crm metrics dashboard chart sample
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About InetSoft

Since 1996 InetSoft has been delivering easy, agile, and robust business intelligence software that makes it possible for organizations and solution providers of all sizes to deploy or embed full-featured business intelligence solutions. Application highlights include visually-compelling and interactive dashboards that ensure greater end-user adoption plus pixel-perfect report generation, scheduling, and bursting. InetSoft's patent pending Data Block™ technology enables productive reuse of queries and a unique capability for end-user defined data mashup.

This capability combined with efficient information access enabled by InetSoft's visual analysis technologies allows maximum self-service that benefits the average business user, the IT administrator, and the developer. InetSoft was rated #1 in Butler Analytics Business Analytics Yearbook, and InetSoft's BI solutions have been deployed at over 5,000 organizations worldwide, including 25% of Fortune 500 companies, spanning all types of industries.

Read why choosing InetSoft's cloud-flexible BI provides advantages over other BI options.

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