CRM Reports

by | Jan 9, 2012

A CRM should provide at least the following as a part of its reporting capabilities to reduce friction in usage:

  • Quick access to all CRM reports
  • Real Time Availability of CRM reports
  • “Live” Dashboards showing data from CRM reports
  • Ability to save CRM reports in popular formats (PDF, Excel etc)
  • Option to print the CRM reports directly from the application interface
  • Ability to customize existing CRM reports
  • Option to create new customized CRM reports

Deskera offers all of the above through the extensive reporting capabilities available in its CRM. Please go through the following video which demonstrates how to use the reporting features available in Deskera CRM.

Also, please go here to see how you may use Deskera to generate custom CRM reports.

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