Once you realize what the power of a Relationship Database can do for your company, and how and where to build one, (see “The Power of the “R” in CRM”) you need to harness the force of the information you’ve gathered. Using Report Explorer and Data Analysis along with the Search, sort and filter tools built into MRSware provides you, the user, with many avenues to travel for the information you need to succeed.
1 - Do you want to review activities for your Principals?
Check out the Journal Sales Activity by User report found in Report Explorer – select “All” for Journal Type and “your Principal’s name” for Contact Name.
2 - Do you want to review a summary of activities for your sales reps?
Check out the Activity by User report found in Report Explorer – select “your sales rep’s name” for User.
3 - Do you want to review what’s happening with a certain customer or prospect?
Check out the Activity by User report found in Report Explorer – select “All” for User and enter “your Customer’s or Prospect’s name” for Contact Name.
4 - Do you want to sort, filter and compare efforts and Journal activities among your users?
Check out the Journal Activity Analysis cube found in Data Analysis – select your date parameters and then sort and filter the information as you choose. Don’t forget to save a particular view for future analysis.
1 - Do you want to review a summary of your activities and sales numbers with a particular customer before you make your next call?
Check out the “Customer Snapshot” report found in Report Explorer – select the dates to include in the report and the customer’s name and your sales numbers will be summarized.
Also check out the “Contact Printout” report found in the Company screen – open your customer’s “Company” screen, click on the icon in the tool bar for “Contact Printout” and your activities will be summarized.
2 - Do you want to review your sales numbers for the month and year-to-date?
Check out the Sales Rep Sales Summary report found in Report Explorer – select the dates you want to include in the report and your sales by month and year, both current and YTD along with each individual customer’s sales.
3 - Do you want to review a particular e-mail message for a customer?
Check out the Activity tab in your customer’s “Company” screen, click on the envelope icon on the tool bar “E-mail” and all the messages received from and sent to that customer will pop up in the activity list. Double-click on the message you want to review and the message will appear for your reading pleasure. *You will need to use MRSware as your e-mail provider or forward all messages to your MRSware mail account for this feature to work.
4 - Do you want to see the status of your leads and new business opportunities?
Check out Opportunity Tracking - sort and filter the columns to track leads alphabetically or by Principal or by projected close dates or by sales phase (just a few examples).
These examples are the tip of the iceberg of information that can be found in MRSware once you realize the importance of building a Relationship Database.
So, start today and if you need help in where to start, contact your sales rep for assistance.