CRM reports
CRM Reports – analysis tool and basis for decision-making. With the 1Tool CRM reports give you a constant overview of your marketing, sales and support key figures.
The 1Tool CRM reports provide you with real-time data and evaluations for all areas of your company. Whether email marketing click rates, forecast sales or outstanding invoices, with the 1Tool CRM reports determine important key figures at the touch of a button so that you can plan further measures accordingly. 1Tool analyzes an enormous amount of data and presents it clearly in the form of graphics and diagrams. The CRM reports draw on relevant information from all departments, link them together and thus serve as an important basis for decision-making for management and executives.
CRM reports for better insight into customer needs
Win with 1Tool CRM Reports provide a deeper insight into the needs and behavior of your customers. Individual key figures give you information about the performance of departments or individual actions in marketing or sales. Benefit from the extensive reporting of the 1Tool CRM software and thus ensure the establishment of long-term customer relationships.
newsletter reports
In the field of e-mail marketing offers you 1Tool extensive newsletter reports with which you can call up important key figures, such as opening or click rates, at any time. Not only can your newsletter be continuously optimized based on the reading behavior of your customers, the evaluation of hard and soft bounce rates enables constant improvement of your contact management and thus ensures a continuously up-to-date customer database.
Opportunity Reports
Get to know the behavior of your customers better and align your sales activities specifically according to industry, sales phase or sales channel - with the 1Tool Opportunity Reports keep an eye on your leads and sales. Forecast sales are displayed using various criteria, such as source, sales cycle, timeline, etc., for the entire company, but also for individual users. Each sales employee can easily compare their own performance with that of their colleagues. In addition, a separate sales funnel, i.e. sales opportunity funnel, offers an overview of how many leads are in each individual stage of your sales process and what sales are involved.
Sales target reports
With the 1Tool CRM reports allow you to define monthly sales targets for your sales staff and partners and carry out a target/actual comparison of your total sales at the push of a button. You can see at a glance whether you have already reached your goal or what percentage is still missing from the desired plan turnover. The views can be displayed individually by year and person.
invoice reports
The 1Tool Invoice reports provide you with a detailed insight into open and already paid invoices. The results can be displayed individually according to user-defined periods. In addition, the CRM reports in the area of finance also show the sales that you generate on the basis of invoices that have been issued. Not only do you keep an eye on your finances, but you can also adjust your dunning process accordingly.