Reporting through RedHorse CRM
Generate comprehensive reports fr om RedHorse CRM Software
An advanced small business management tool, RedHorse CRM's powerful, convenient reporting function yields invaluable, real-time business intelligence that empowers managers, and owners, to make better decisions. Since it's been designed around the SQL Reporting Services engine, it means you don't have to buy separate reporting software to generate reports. RedHorse CRM's reporting software allows customization, speedy execution and the automating of routine requirements, with as much security as your business needs.
See what is going on in your company
With RedHorse CRM, as your company's business software, you won’t have to wait for the end of the month to find out what is happening. As the business owner or manager, you will have full visibility into any operation of the company via a full suite of standard business reports, any custom reports you develop using the embedded SQL Reporting Services, and ad hoc reports using Excel-Pivot tables.
Context-sensitive reports
Why wade through a pile of reports to sel ect the right one when the system can serve up reports appropriate to the action underway? When engaged in quotation activity, then reports related to quotation details are available for use. The same is true for customer support and other Business Process Centers (BPC) in the program.
Reports available fr om the Dashboard
Sometimes, you do not really need a report to gain the information you want. That is why RedHorse CRM provides dashboard functions that will display the information in graphical displays. These can be configured for almost any information want out of the system. But, if you want Reports assigned to a user (as compared to a Business Process Center) can also be available from their Dashboard. Example of reports would be to show sales forecasting for the user automatically generated from a calculation of active quotations and confidence factors.
Getting an unfair advantage over your competition
Your management team will get the information they need with real-time data such as sales opportunities, marketing efficiency, customer retention and much more. When you use RedHorse CRM in combination with SQL Reporting Services, you'll have enterprise-wide information at your fingertips when and wh ere you need it.
These standard reports, and dashborads, will help you understand what actionable business intelligence is contained in your system. This is so critical in today's business environment and how you use your customer relationship management (CRM) solution to deliver products and services to your customers creates actionable intelligence.
Now you can report on, and use, this wealth of information when and where it's needed most, to assist you in monitoring your sales and customer service teams to ensure they are on a path to success - to accelerate sales and improve customer satisfaction!
RedHorse CRM Software overcomes 'Reporting' issues including:
The source data for my reports resides on various software applications and disparate databases, causing delays in generating reports, thus diluting the relevance of the information.
RedHorse CRM uses a single database to run its reporting function that's fully synced with all areas of the business running on RedHorse CRM. Hence reports are available on all functions from a single source, saving your time spent juggling with compiling information and generating reports. This way you are assured reports that are always up-to-date.
My staff faces difficulties reconciling reports compiled from various disparate systems.
RedHorse CRM eliminates the issues that arise out of poorly coordinated information by running the reports from the same business software in which all your regular business information resides. This way reports are always valid and accurate and make for dependable basis to any decisions. As well, the reports can be linked to specific areas of the system wh ere they are most relevant, controlled by access permissions that you set.
I'd like to control access to customized reports but this is impossible with my current application.
Built-in security controls in RedHorse CRM means that once a customized report is registered in RedHorse CRM, you can fully regulate access to it. This way, sensitive information in your business can be restricted for viewing by authorized personnel only. For example, you can restrict all inventory reports to certain employees and allow only users of the accounting software to see any financial reports.
I spend a lot of money on customization of reports and this is hurting my numbers.
Industry standard know-how to configure, customize and optimize reports is available in RedHorse CRM because RedHorse CRM’s reporting works with the SQL Reporting Services engine. Not only does this free up your resources, but also means your staff will become easily conversant with running the system optimally.
It takes so long to set up and run a report that my business often loses the advantage of timely response, or the quick implementing of corrective measures.
Make full use of your decision opportunity window via RedHorse CRM’s reports that are quick and easy to set up and run. The added advantage that RedHorse CRM reports offer is that of real-time intelligence mining.
The distribution of reports in required/usable file formats is always difficult and time-consuming.
Export reports into various formats like HTML, PDF , Excel , etc., and distribute them, all with just one click, in RedHorse CRM. RedHorse CRM’s reports gives everyone in your business quick and convenient access to the reports they need to raise the bar on their day-to-day tasks, without unnecessarily spending staff time. RedHorse CRM lets you create reports in one place and then easily convert them to the required format.
I cannot integrate my e-mail function with my reports and documents.
RedHorse CRM allows your staff to e-mail reports and documents in pre-configured file formats such as PDF or Excel at the click of a button, saving time.
I need to schedule month-end reports and my staff spends too much time re-applying the same parameters that those reports call for. I wish I could just schedule these ongoing reports to run automatically fr om the business software.
Periodic reports can be pre-configured and pre-scheduled to run automatically in RedHorse CRM. Thus, batch processing of reports offers one-time configuring for standardized reports needed across your business on a regular basis, so your staff is saved the headache and hassle of re-doing them every time.
There are a host of other benefits in RedHorse CRM. To learn more about 'reports' in RedHorse CRM and how they can transform your small business....
RedHorse CRM - Fully integrated software for maximum efficiency:
RedHorse CRM is a fully integrated solution that covers all aspects of your business, including, marketing automation, lead generation and tracking, quoting, sales, order entry, contact relationship management, help desk, ticketing, project management, surveys and analysis, RMAs and more. The strength of the product lies in its non-modular design that enables you to enhance your business productivity significantly without ever having to purchase and integrate separate third party software applications. With RedHorse CRM, you get a powerful yet affordable 'all-in-one' small business management software solution right-out-of-the-box!
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