Custom Reporting CRM Easily customize the reports.

Easy to Customize CRM Reporting Tools

No other traditional or web based CRM software offer users this much customization on their reports. eSalesTrack on demand CRM system enables users of different levels to customize reporting tools, reporting rules and reporting templates in custom manner that most benefit the user and the company.

Customize your CRM reporting tools to your taste; bars, charts, graphs, diagrams, 3D graphics, all are in eSalesTrack web based dashboard. Also filter your reports using custom filter rules; by territory, product, customer preferences, date, costs, and more, so that you can concentrate more on those that gain you most. Customization is easy with eSalesTrack, one or two clicks on some links and buttons and you are in. All customization preferences are stored in the system, so that you need not repeat the whole process, when ever you need a report.

Advantages of eSalesTrack Custom Reporting

• All customizable reporting tools offering real-time and historical reports.
• Structure custom CRM reports to identify top customers or identify top-selling products and pinpoint problem products.
• New fields can be added to reporting structure to fit specific business needs.
• Customize your reports using many methods: accounts, customers, territories, dates, employee preferences, tags, filters, and more.
• Neat and eye catching customizable report presentation.
• Help in finding weak links in sales and marketing.
• Availability of custom forms to integrate with accounts, websites or digital forms.
• Custom filtering and sorting of data for better functionality.
• Administrators can determine the reporting functionality of users.

Customization of reports is a crucial step when implementing a CRM software. Without customization, one can’t get access to needed data, can’t pinpoint problems, and can’t make the company transparent to him. eSalesTrack’s special CRM integration tools also enable companies to integrate their CRM reporting tools with online and offline company tools and systems.