In our previous post, we shared 5 key sales reports for a winning team, and we mentioned that Zoho CRM will allow you to track all those metrics. Now in this post, we will show you how!
Keeping track of activities handled by sales reps—the tasks, events, and calls made to prospects—is a crucial aspect of CRM. Every phone conversation, email, and other pre- and post-sale communication is logged in the activities module of the software. Sales managers and sales reps need insight on activities taking place as a part of the sales process.
When you have a lot of data to keep track of, it becomes difficult and time-consuming to gain an overall view.
Zoho Reports advanced analytics add-on for Zoho CRM provides you with more than 25 auto-generated reports to analyze activities data, gain insight, and visualize your sales execution in a snap.
In this post, I’ll highlight the essential reports to get the best results out of your CRM Activities data.