Our ProductsSage CRM Saleslogix Pivot Reporter
Your customer information is constantly being updated by the Sales and Marketing and even the Accounting departments. It is critical to have access to this information to make informed, timely business decisions.
Sage CRM Saleslogix Pivot Reporter is a powerful, yet easy to use reporting and analysis tool. Any Sage CRM Saleslogix user can quickly create custom “pivot style” reports without any special report-writing or database skills.
Simple, Fast, Flexible: Simply drag and drop one of over 20 sample reports to meet your unique reporting needs. Simple, Fast, Flexible – Sage CRM Saleslogix Pivot Reporter can be installed quickly, so you can immediately begin analyzing data critical to managing the health of your business.
Sales Department benefits:
- Create pipeline reports by sales person or team
- Generate “rolling months” forecasts to reflect current and future months
- Track wins, losses, and the number of days to close opportunities
- Monitor sales calls made by day, week, month or time-of-day
Marketing Department benefits:
- Report on lead sources and the status of marketing campaigns
- Generate Excel lists of contact mailing information or both
- Track sales activities by region, sales team, or rep
Support Department benefits:
- Track the number of tickets opened by week, month, or quarter view
- Analyze tickets by time-of-day, day-of-week, or day-of-month
- Create reports to reflect the Area, Category and Issue of closed tickets
(Sage CRM Saleslogix - Pivot Reporter spec sheet - .pdf)
Contact us to learn more about the entire Sage CRM Saleslogix family of products including Pivot Reporter or to set up a needs assessment meeting.
