As a manager, you rely on detailed and comprehensive sales, marketing and service metrics to measure the results of your team. Being able to both see and understand company performance through sales trends, analytics, charts and case reports helps businesses decide how to move their business forward. Aptean CRM by WorkWise ships with 60 standard reports and includes forecasts, custom charts and exportable file features.
Whether it’s sales, marketing, or rep activity reports, users can drill down and customize reports filled with only key metrics.
Use the data that’s most relevant to you, and export it into a file that’s most convenient for external analysis.
More of a visual person? Use interactive pie, bar, and line charts to make the most of your sales, marketing and service data.
You don’t have to worry about not being able to have detailed reports in easy-to-use and easy-to-manipulate formats. Our software comes with 60 standard reports and allows you to export customized reports via PDF or Microsoft Word formats.
With Aptean CRM, users have the ability to create their own customized reports. Place key metrics you need into customized reports for clear insight as to how well each department that makes up your business is performing. Customized reports can include information on:
This in-depth information helps to create a clear path on the next steps businesses should take in order to grow their business and improve upon areas of weakness.
In business, it is common to have to make decisions quickly and when that happens, you need accurate insights to ensure that those decisions are the best ones. Aptean CRM reporting and queries removes the possibility of inaccurate, slow to access reports and gives you information exactly when its needed.
No confusing à la carte pricing or add-ons here. Simply choose between our Sales or Enterprise packages and our award-winning CRM software comes complete with everything you need. Plus unlimited phone, email and chat support. Absolutely no hidden fees or extra charges.