Getting reporting right in your CRM implementation

Getting reporting right in your CRM implementation

We recently came across this article and it made all of us think for a moment, as whatever expensive implemented reporting tools businesses opt for there is always an urge to export your data to Excel and manipulate in a spreadsheet.

Is this the wrong approach?  Here at MyCRM we think not, as the best approach is the one that works for your business.  CRM and your data should not be a road block but an asset to helping you achieve your day to day, and long term goals.

Using a solution like Microsoft Dynamics CRM from MyCRM helps your organisation attain cost effective CRM and data storage, but use your locally installed Excel to manipulate the data along with other office products.

To take a trial of Microsoft CRM with MyCRM click the link here

Excel as CRM reporting interface not so silly

Those who use cloud-based customer relationship management (CRM) software often pay a substantial amount of money each month, while those who use an on-premises CRM system usually have a larger upfront cost but a lower monthly bill.

This means that no matter which platform is chosen from the get-go, CRM is a significant investment, but it’s one that is well worth it.

When a business invests in a CRM system, reporting usually comes with the territory, and custom reporting is especially coveted. The standard reports a CRM system has to offer can be helpful, but it is the customised reports that really make a difference. Thankfully, there are plenty of third-party services that can integrate customised options.

However, managers still want to get the data from their CRM systems into a spreadsheet, which means that Excel remains a player in the world of CRM analytics. Cloud-based CRM providers don’t always make it easy to export data into an Excel spreadsheet. On-premises CRM systems are usually more accessible.

Why do managers still love Excel so much? Most people are creatures of habit, and Excel has been used for decades. Everyone is used to it. Moreover, it is extremely user-friendly and easy to use.

In essence, Excel isn’t the best analytic tool, but it is one that is here to stay.


About MyCRM

Here at my CRM we offer our customers the best solutions to help them drive business forward and gain real benefits from implementing Microsoft Dynamics CRM.

We are in our 6th year of trading as a business and have seen incremental growth year on year in profits, our team are based in the Isle of Wight, UK and we maintain relationships with customers in 26 countries.

If you need help, support or advice with your Microsoft CRM then we are waiting for your email.

MyCRM Download Centre and App Store

You can also register with the MyCRM App Store and Download Centre for Microsoft Dynamics CRM here