Report Writing and Training for CRM Managers

CRM managers and administrators are responsible for delivering the benefits of the CRM investment as well as the data quality and completeness.

Sooner or later they will need to query, analyse and extract data throughout the CRM database and likely from elsewhere. Linking the data in the CRM system with data in other applications can unite in one report important information including the customer's sales and credit history.

CRM software vendors usually supply a limited number of relatively superficial reports and data export routines.

The tools they provide to add to or extend reports are often clunky and inefficient and few CRM managers have the time or skills to use them.

CRM Managers need to answer real-life questions put by sales and other business managers, for example...

• how many leads are coming into the business and how many result in a sale?
• how many contacts have E-mail addresses in a usable format?
• for how many of our UK contacts do we only have 0845 or mobile phone numbers?
• of the customers who have not placed an order this year how many have a scheduled call next month?
• of the attendees at the April seminar, how many went on to trial or purchase the product or service promoted there?
• of the customers who bought a product before Jan 2001 how many have not had a service visit or ordered spare parts?
• what's the average elapsed time from receiving a lead to closing a sale?

CRM managers need to help the marketing team to achieve the right frequency and integrity of customer contact. For example, by answering ...

• how easily can you avoid sending a reduced price offer to a customer that just bought at the full price?
• what's your methodology for avoiding over-frequent mailing?

Siftwork can provide contract or interim report writing services to CRM managers.

Alternatively we offer standard or custom training courses to enable CRM managers to access and analyse CRM data and link it to data in other databases.

CRM managers who learn and use Crystal Reports can explore and exploit all the data in their CRM systems as well as other business systems. The skills that they learn are very portable.

If you are interested in more information about the topic covered here please get in touch. You can call +44 (0) 1628 629576 or click here to send an e-mail.