How to Use CRM Reporting to Drive Business Success

Published on May 9, 2023
2 min read
Marketing Sales Team and Workspace Tips
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2 min read

Reports are essential to understanding the performance of a business and driving it forward in the right direction. With a CRM’s reporting tool, you can quickly generate comprehensive reports that provide valuable insights into sales, marketing, and customer service performance. 

Here are some tips on using CRM reporting to drive business success:

1. Set up custom reports

Customizing reports is an essential first step for getting insights into your business operations. By setting up customized reports on your CRM platform, you can select relevant data attributes that are most useful for analyzing key metrics, such as conversion rate, customer churn rate, and average order value.

2. Analyze key metrics

With a CRM reporting tool, you can analyze performance data from all aspects of your business, including sales, marketing, customer service, and more. This helps you identify areas for improvement and make informed decisions that ultimately drive growth.

3. Share reports with stakeholders

Reports let everyone know how the business performs by providing a single source of truth about operations. CRM platforms can help you quickly generate interactive dashboard visuals to communicate essential insights to stakeholders quickly.

CRMs also give users the ability to export predefined reports as PDF files making it easier to share critical business insights with stakeholders. This enables businesses to communicate performance metrics to investors, customers, and other stakeholders, which can help to build trust and strengthen relationships.

4. Make quick decisions using real-time data

CRMs can help drive business success and keep companies ahead of their competitors by providing real-time data. Using this feature, data is automatically synced whenever a report is generated, giving users fresh and up-to-date insights into their business operations.

This helps businesses make fast, data-driven decisions to quickly adapt to consumer needs and stay relevant in a fast-paced market.

5. Export predefined reports

Pre-defined reports are often available in CRMs. These are templates that provide different angles about the business progress based on the user’s needs, eliminating the need to make specific reports from scratch. All the user has to do is select relevant data attributes and export them as CSV files.

With this feature, businesses can have the flexibility to customize messages based on their requirements.


The reporting features in CRMs provide companies with a competitive edge by giving them access to real-time data, customizable reports, and pre-defined templates, making it easier to stay ahead of the competition and achieve business success.

Learn more about fast, efficient, and effortless reporting. Book a FREE demo below.

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May 9, 2023

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