What Is CRM Analytical Reporting?

CRM analytical reporting is a functionality that enables tracking the way audiences are interacting with your company. It gives your business insights into your customer service and sales and marketing operations.

You can gather and analyze data for each marketing campaign with the help of CRM software. Use this data to make better, informed decisions and maximize customer lifetime value (CLV).

The Benefits of CRM Analytical Reporting

The primary benefit of CRM analytical reporting is that it enables you to optimize your marketing, sales, and customer service processes. CRM analytical reporting helps with the following:

Accurate Customer Data

When you use customer data for email marketing, you need to know whether you are reaching the right person or not. CRM analytical capability helps you find out.

Efficient Lead Generation

CRM reporting helps you find out which marketing effort is resonating more with your audience and bringing in more sales. If a particular approach is working better than others, you can dial it up and improve your lead generation rates.

Superior Customer Experience

Customer experience is really important to build a long-lasting relationship with your customers. CRM analytical reporting helps evaluate how your customer service team is performing.

It will help you identify the ways your team could improve. Implement those practices and help your department achieve its goals.

How to Track CRM Analytics With EngageBay

It’s practically impossible to track all data manually. That’s why there’s CRM software. The CRM system collects and manages data from every customer touchpoint and stores all the information in an organized manner.

EngageBay’s reporting tool allows you to monitor any metric as per your requirements and measure the effectiveness of all your campaigns. It gives you real-time reports on the overall performance of your marketing, sales, and service teams, and monitors the activities of your contacts.

For reports, you can generate reports for both default metrics and your custom metrics.

Create your custom reports by choosing to Create Reports under the Report section. Get them emailed to yourself and your managers on a daily, weekly, or monthly frequency.

Furthermore, EnageBay CRM offers a full-fledged functionality that extends beyond CRM analytics. It enables workflow automation, third-party integration, and other important features.