Having clear and accurate information on your business is imperative for strategic thinking and in turn strategic decision making for business operations and business growth.
However, what surprises me is the number of managers who still take hours out of their working week to compile data for weekly and monthly reporting meetings.
Is this a good use of managements time?
Not in my opinion, I believe that wherever possible reports should be available in real time and give accurate information, failing that they should at least be standardized and allow you to run them quickly.
I meet with many businesses who are looking to implement CRM for many reasons, all of which are valid. However, when we get to the part of the consultation where we discuss dashboard’s and the information, they can hold in indicators they are amazed at the functionality.
Now here is the interesting part, people do not mention this as a pain point because spending hours compiling reports is “normal” and they go on to tell me how this one feature will save them hours of time.
I want to make this as clear as possible YOU DO NOT HAVE TO SPEND HOURS OF YOUR TIME CREATING REPORTS ON THINGS CRM CAN DO FOR YOU.
Please, if you are looking into CRM or any kind of automation for your business make this one of the things that you focus on when making a decision.
What kind of information am I talking about?
This is a simple one, yet has no one answer. When working with businesses to implement a CRM we look at all the information required for the business and the team.
We then build the relevant fields to hold this information, these fields then allow reporting based on the information held within them. These reports are then in real time, accurate to the data held and both printable and can be emailed. Giving you the information your business needs.
This often saves people on average 2-4 hours per week! Time you can focus on making the strategic decisions your business needs to develop and grow.
Maximizer CRM has been a valuable asset to my business. As a “non-techy” individual, the simple user interface and customisation of the system is great.
The system completely simplifies my day and gives me an effective workflow. This saves me time and gives me a clear working day, which allows me to focus on my customers and not on the admin.".
Mortgage and Protection Adviser
If you are a manager or you have mangers in your team delivering reports we can help, and are always happy to discuss this in more detail focused on individual business needs. And more importantly look at how we can save you time.