You can’t manage what you can’t measure, and the customized CRM reports help agency leaders measure what’s working and identify problematic bottlenecks before they result in lost revenue.
Microsoft Dynamics CRM includes default reports for many common business needs. However, most organizations customize the default reports and add custom reports for specific needs. Standard reports include sales team and individual salesperson activity reports, job order-specific activity reports, and more. Sales management can also create additional configurable reports based on their specific business objectives.
Many CRM vendors have a portfolio of prescribed reports with flashy graphics and dashboards. But should your CRM vendor dictate what metrics are most important to your business and deliver them in canned, off-the-shelf reports?
Why not have customized reports on the transactional data that is most important to measuring your success? Why not have your dashboards show your workforce how they are doing in the terms that motivate them the most? When you measure your business the way that you run your business, you’re able to make the decisions you need to grow and outperform your competition.
Business Intelligence Reporting
The most common tool used to build reports is the BIDS (Business Intelligence Development Studio) suite. Visual Studio uses Projects to save development and programs. There are several project types which are not automatically included with Visual Studio. One of these types is reports. Once you create a report project, you can link to various data sources, allowing you to retrieve information from various databases. BIDS includes a wide variety of tools to build your report: specific formatting, sectioning, sub reports, drill down capabilities, and charts can be constructed with the tools included.
SQL Server Reporting Services (SSRS) is a solution that customers deploy on their own premises for creating, publishing, and managing reports, then delivering them to the right users in different ways, whether that’s viewing them in web browser, on their mobile device, or as an email in their in-box.