One thing managers of every growing business needs are reliable figures on what’s going on in the organisation. The information provided by accounting systems only provides part of the story.
If you’ve got the questions, we’ve got the answers.
How many potential customers called this week? How many e-mail enquiries were received? Where are my sales leads coming from? How many sales calls are my salespeople making? What’s my sales pipeline look like? How well is my customer service department performing?
Legrand CRM answers these and other critical questions about your business with only a few mouse clicks.
Legrand CRM QuickClicks Reporting
Any business system is useless if the information contained is hard to get to and only comes in preset formats.
With Legrand CRM QuickClicks Reporting, detailed information on your business can be quickly produced without the need to run reports.
Sometimes, it’s not what you do, but what you don’t do.
Knowing what hasn’t been done is as important is what has been done. Legrand CRM’s No Activity Report gives a quick way to find you exactly that. For example: Which of my major customers haven’t been contacted in the past week. How many customers haven’t bought in the last three months. Are they any salespeople who haven’t got meetings booked next month.
Keeping track of what these and others like them are a sure fire way to stop things “falling through the cracks”.
Not just customers, staff too:
Legrand CRM keeps track not just of your customers, but staff also. Report to help gauge business efficiency and staff workload include:
Number of phone calls and e-mails.
Number of meetings.
Outstanding customer service jobs
Many more
Need more detail?
If the standard reporting in Legrand CRM is not enough for your needs, a complete interface to Crystal Reports is also included.
Extend the Power of Your Legrand CRM
Tailor Legrand CRM to meet your unique business needs with these optional add-on modules.
Accounting Link
Combine your accounting and customer information inside Legrand CRM Pro for a complete business solution. You can import and export customer and financial data between Legrand CRM and QuickBooks, as well as other popular accounting software packages.
Customer Service Module
Track customer service from initial contact through resolution with this practical and inexpensive solution for managing and measuring issues.
Item Tracking Module
Turn past sales information into targeted marketing and sales opportunities. This module helps you leverage the information in your customer database, tracking physical or service "items" that you sell to customers.
HOME
Sometimes, it’s not what you do, but what you don’t do.