Reports
The most important things to the point and in a diagram.
The CRM system offers a comprehensive reporting function for analyzing and presenting data, with the option for integration of external data to gain comprehensive insight. Reports provide detailed analysis and drill-down options, offering flexible data calculation and display options at both the organizational and person-level. Interactive charts on the dashboard provide a visual overview of key figures, such as activities and visit frequencies. All reports can be customized using filters, and customer-specific reports can be implemented flexibly to meet individual requirements.
Functional Scope
Reports based on CRM data
Integration of external data optional (market data)
Organizational reports (e.g. turnover, country - drill-down - MA)
Reports for persons (benefits, GDPR)
Charts on dashboard (e.g. activities, visit frequency analysis)
Integration of filters in reports
Implementation of customer-specific reports
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