End-to-End Reporting

Transform your customer data, sales activity, and opportunity pipelines into comprehensive insights that are constantly refreshed with round-the-clock updates.

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Stay on top of key metrics

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Improve your data comprehension

It’s almost impossible to measure your long-term success using isolated data, so Access CRM assembles all customer and sales data in a quantifiable format. Using the data extracted from your back-office system, it’s easy to track and assess your performance over a rolling period while filtering for relevant insights.

Benefits of End-to-end Reporting

Use key performance indicators (KPIs) to accurately asses your growth strategy
Base your business decisions on verified data-driven insights
Quantify your objectives and make outcomes more measurable across all business activity
Configure your Reports according to specific strategies and goals so identifying areas for productive improvement is easy

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Convert dynamic data into useful metrics

Access CRM’s reporting software you can configure your metrics to track progress from lead enquiry all the way to your after-sales process with no gaps in your data. With standard Reports to put your data into context, you can start using business intelligence to guide your decision making.

Users that love CRM with End-to-end Reporting

"We have just started configuring the CRM and are really impressed by the number of features and the amount of information we can get from a few reports, and we think this is just the tip of the iceberg! Overall, very impressive and I would recommend it to anyone who is looking to understand their customers."

Martin Cable

"I used the CRM at my previous job and loved it so much I now use it in my new role. It's super user friendly, love the reports and information it can generate from information pulled through from Sage 50, and the customer service is great. Nothing is ever too much trouble!!"

Shannen Nolan

"The CRM has helped create a central storage space for our customer information and processes. Bringing this into one single view has reduced our admin time (in particular keying of data) and helped to report on team activity in real time."

Emma Gray | Managing Director

End-to-end Reporting FAQs

What is reporting in CRM systems?

CRM reporting helps businesses understand how they’re performing and pinpoint areas for improvement.

How can I use reporting in my business?

With standard and customizable CRM reports in Prospect CRM, you can report on anything from products to sales, services and so much more.

How can I turn CRM reporting into actionable insights?

Consider what sort of reporting structure you’d need and identify a CRM that compliments that structure and your business objectives.

Why choose Access CRM?

Access CRM’s unique Inventory Management and ERP integration turns your back-office data into valuable insights and actions to increase customer lifetime value – automating your analytics and eliminating the disconnect between Inventory Management and CRM.

Report on what matters most to your product business - start today with Access CRM

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