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
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
To take a trial of Microsoft CRM with MyCRM click the link
Excel as CRM reporting interface not so
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.
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.
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.
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.
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.
essence, Excel isn’t the best analytic tool, but it is one that is here to
Here at my CRM
we offer our customers http://www.mycrmgroup.com/customers.aspx 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
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