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What Is CRM Analytical Reporting?

 

CRM Analytical Reporting Definition:

CRM analytical reporting is a functionality that enables tracking the way audiences are interacting with your company. It gives your business insights into your customer service and sales and marketing operations.

You can gather and analyze data for each marketing campaign with the help of CRM software. Use this data to make better, informed decisions and maximize customer lifetime value (CLV).

The Benefits of CRM Analytical Reporting

The primary benefit of CRM analytical reporting is that it enables you to optimize your marketing, sales, and customer service processes. CRM analytical reporting helps with the following:

Accurate Customer Data

When you use customer data for email marketing, you need to know whether you are reaching the right person or not. CRM analytical capability helps you find out.

Efficient Lead Generation

CRM reporting helps you find out which marketing effort is resonating more with your audience and bringing in more sales. If a particular approach is working better than others, you can dial it up and improve your lead generation rates.

Superior Customer Experience

Customer experience is really important to build a long-lasting relationship with your customers. CRM analytical reporting helps evaluate how your customer service team is performing.

It will help you identify the ways your team could improve. Implement those practices and help your department achieve its goals.

How to Track CRM Analytics With EngageBay

It’s practically impossible to track all data manually. That’s why there’s CRM software. The CRM system collects and manages data from every customer touchpoint and stores all the information in an organized manner.

EngageBay’s reporting tool allows you to monitor any metric as per your requirements and measure the effectiveness of all your campaigns. It gives you real-time reports on the overall performance of your marketing, sales, and service teams, and monitors the activities of your contacts.

For reports, you can generate reports for both default metrics and your custom metrics.

Create your custom reports by choosing to Create Reports under the Report section. Get them emailed to yourself and your managers on a daily, weekly, or monthly frequency.

Furthermore, EnageBay CRM offers a full-fledged functionality that extends beyond CRM analytics. It enables workflow automation, third-party integration, and other important features.

I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos
testimonial by Garma
I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

Leonardo W.

Founder, Wolff Consultoria
testimonial by Leonardo
A full-featured marketing platform. With this, you have all you need to get started and succeed. Having all in one platform make any marketer job much easier.

Santiago B.

Southern Europe Director, Triptease
testimonial by Santiago
Enabled me to easily capture details of interested parties for my products. Ease of use Feature set. Excellent customer service.

Raymond B.

IT Project Manager, BespokeIT/Corp Networking Limited
testimonial by raymond
It covers everything a small business sales/marketing team needs.

Gergely Csaba N.

Online Marketing, Chamaileon
testimonial by Gergely
I love the landing page builder and ability to import a URL and basically create any type of landing page. This makes creating funnels super easy. You can then customize it to suit your needs. I also liked the fact that the landing pages and automation were all in the same tool. This saves time and makes it so much easier to do email marketing.

Vandana Taxali

Intellectual Property, Digital Media & Entertainment Lawyer
testimonial by Vandana
I like how they give you access to all these marketing and CRM/sales features in one dashboard. It could easily replace a number of other tools you are using right now. Pricing is fair for what you get too and I also really like the file repository feature that bigger marketing teams will really appreciate. I would be happy to recommend this tool to my clients.

Paul T.

eMarketing Strategist, Paul Therond Consulting
testimonial by Paul
This product is just like HubSpot. I cannot believe the price, so far I've used it for 2 weeks and those guys have added 2 features more.

Ivana B

Founder, New Marketing.Agency
testimonial by Ivana
Most basic and advanced tools you need in your online business is inside Engagebay, from lead generation, email marketing, page builder, CRM (alternative for Hubspot and Infusionsoft) and my most favorite is the marketing automation.

Jan Patrick T

Executive Managing Broker, Greatway Financial Inc
testimonial by Jan
All its tools and functions are good, but what I like most are the automation and programming in social networks along with landing pages, pop-ups, and forms that together help me increase traffic and in the short term generate sales.

Dioshai G

Web Developer, Huawei Technologies
testimonial by Dioshai
The software is easy to set up and implement. I feel EngageBay is quickly becoming a marketing automation competitor to the premium SAAS offerings. EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately.

Shawn L

Marketing Manager, List Biological Laboratories, Inc
testimonial by Shawn
I highly recommend the tool. It's an awesome tool for a startup like us.

Garma Gay D.

Technical Helpdesk Support Analyst, Atos
testimonial by Garma
I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute.

Leonardo W.

Founder, Wolff Consultoria
testimonial by Leonardo
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