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Reports:
With our online CRM software,
you and your management team will be armed with a
powerful analytic tool
to focus your resources and optimize your company's sales efforts.
The innovative report
setup screen, will afford you the
flexibility
to define and segment your sales force automation reports making
it easy to identify and analyze the story behind the numbers.
Each report may be run in 3 formats (summary, short and detailed
form) so that you can select the level of detail you require.
The following includes examples of some of the
reports that you can find in Auric Prospector.
1.
Pipeline Management:
a)
Pipeline: A list of Prospects with select description fields.
b)
Stalled Prospects: Your early warning system, helping you to
identify prospects that are not progressing through the sales
cycle according to your expectations.
c)
Sales Cycle Analysis: An analysis of a prospect's progress
through the sales cycle to identify potential problems with a
prospect before they occur.
d)
Lost Reasons Analysis: An extremely
powerful report that lets you drill down into the causes of lost
sales. The report will help you identify the root causes of
lost sales by accumulating lost sale by reason stats and then
further breaking these categories down so that you can take
focused corrective actions.
e)
Pipeline Holes: Gives you a view into the future, focusing
your attention on pipeline holes while there is still time to
address and correct them.
f)
Sales Date Reality Check: One of your data cleaning reports,
helping you to identify early on, prospects that do not have
realistic forecasts given their position in the sales cycle and
their forecasted contract and ship dates.
g)
Won Sales Analysis: This report lets you track trends in your
Won sales. It also gives a view on how your sales force
performs on small $ vs. large $ prospects.
h)
Lost Sales Analysis: This report lets you track trends in your
lost sales. It also gives a view on how your sales force
performs on small $ vs. large $ prospects.
I)
Won/loss Sales Trend Analysis: This report lets you track
trends in your Won to Lost sales ratio. It also gives a view
on how your sales force performs on small $ vs. large $ prospects.
2.
Sales Staff Management:
a)
User Performance: Lists performance metrics for each user over
a specified period. The report will help you to identify
your Star performers as well as those staff that need additional
attention.
b)
Individual User Performance: Lists performance metrics for
each user by period. The report will help you to identify
trends in your staff's performance.
3.
Sales Forecasting:
a)
Sales Forecast: This report gives an objective sales forecast
by specified period based on management's sales cycle win%
estimates and the existing pipeline.
b)
Contribution Forecast: This report gives an objective
contribution forecast by specified period based on management's
sales cycle win% estimates and the existing pipeline.
c)
Historical Win% Analysis: Calculates the win% for each sales
cycle step based on your company's historical data. The
report also provides a comparison between the calculated and
management's estimated win%s. Over time, as the amount of
historical data increases, the accuracy of the calculated win%s
will improve and management should adjust their win% estimates
accordingly.
3.
Administrative:
(Similar to the
setup screenshots above)
Opportunity Management /
Customer Service /
Contact Management / Reporting
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