<img height="1" width="1" src="https://www.facebook.com/tr?id=241894266379435&amp;ev=PageView &amp;noscript=1">

Working too much IN the business and need to work ON the business? 

Have you ever wished for a "bird's eye view" into key areas of your business?

To perpetuate a successful business, you need access to high-level information that consolidates related data.  This type of  business intelligence allows you to identify trends, lets you see the consistency of day-to-day operations from a distance, and makes it easy to isolate subsets of data that require separate analysis. As a result, you learn how to reproduce positive results and quickly end negative patterns.

Contact management and CRM (Customer Relationship management) solutions give you insight into key areas of your business by providing dashboards and standard reports, including Call lists, Activity Summaries, Referral Source, and Sales Summaries.

You can also use built in Report Designer to create custom reports that summarize and analyze your data according to your specific needs.  For added flexibility, you can export standard and custom reports to Microsoft Excel(r), HTML, PDF, or e-mail.

Sample of ACT! Opportunity dashboard:


Sample of Infor CRM (Saleslogix) CRM dashboard:


Related articles on Executive Management Dashboards and Reporting.

Next Steps:

CRM-Assessment-FreeRead about other results gained and success with CRM.

Find other red flags that point to a need for contact and customer management.

Interested in taking the next step?  Sign up for a free CRM readiness assessment consultation, here or free CRM optimization offer.


What is your favorite tool for analyzing your business on a day to day basis?


Topics:   Executive mgmt. dashboard Regain Control and Perspective Flexible CRM Make your business work smarter

Key Capabilities Checklist - What is Beneficial in your CRM system?

It’s good for all of us business owners to regularly stop and evaluate what’s working well, what could work better, and what isn’t working at all. Julie and I share this checklist as a tool you can ...
Picture of Dick Wooden Dick Wooden 5 Min Read

7 Keys to Success with CRM - What CRM Can Do

People Come First - What CRM Can Do In the introduction: 7 Keys to Success with CRM - People Always Come First, I mentioned that the three areas of your business affected by effective CRM are sales, ...
Picture of Dick Wooden Dick Wooden 5 Min Read

Make better informed decisions, quicker with bpm'online analytics

You have invested time, money, and other resources in building helpful information in your bpm'online CRM system. Great! Are you using the built in analytics to make better informed decisions, ...
Picture of Dick Wooden Dick Wooden 5 Min Read