Page 3 - 3-types-of-crm-reports
P. 3
Gain More Insight into Sales with Three Types of CRM Reports
Time Based Reports
Hundreds and thousands of leads do not guarantee
increased sales. The secret of successfully converting
Stagnant leads
qualified leads into sales lies in lead nurturing. And
lead nurturing is effective only with a thorough
Prospect
understanding of the lead nurture process.
Customers
Do you have stagnant leads in your sales pipeline?
How do you identify such leads and the extra time and effort taken for a successful conversion?
Well, with the right report, you can.
Time is money – goes an old saying and it’s hard to argue! Every minute, hour, day and year counts
when you face the customer or a prospect. In the process of converting a lead to opportunity,
timing is everything so how much is your time worth!
Reports in Zoho CRM can help you with the proper analysis of the lead nurturing cycle. Take a look
at some of these reports to calculate your valuable time and its effectiveness.
• Sales Cycle Duration across Lead Sources/Potential Type
• Overall Sales Duration across Lead Sources/Potential Type
• Lead Conversion across Industries/Owners
People Based Reports
Measuring the performance of your sales rep is
crucial for your business. The sales metric used to
measure the performance and effectiveness of sales
rep vary. But knowing the right sales metric and
getting the relevant information will help in identifying
the strengths and weaknesses in your sales process
– which sales rep is doing a great job and who needs
to do better and requires a little coaching. Reports
that give an insight on the target achieved by an
Zoho CRM Resources 3