To travel any route successfully you must be able to see where you've
been... and have a good indication of where you may be going,
in-fact you need good information. For the managers of your business the ability to access
good quality information about what is happening in your business and what
might happen can significantly improve the decision making of your team.
well thought out CRM system can inform your management teams at each
level of your organisation. Microsoft CRM enables your managers to
obtain the information you need in several ways. Outlined below are
examples of different types of reporting that are possible, from the
simplest that everyone will use, to the most concentrated information that any Chief
Executive might demand.
Ad-hoc Reporting in Excel
Staff at every level of your team are used to the facilities of
Microsoft Office and many will frequently use Microsoft Excel as a part of
their every day work. The simplest way to create many quick reports
from Microsoft CRM is to simply click the Excel button and transfer a list
into Microsoft Excel. This simple action enables the creation of
Pivot tables as well as simple lists that are dynamic and fully
observe the security of access to the information that your system provides.
Built in reporting
Within the Microsoft CRM there are many built in reports, these offer
the most commonly required summaries of the different types of information
held in Microsoft CRM. For example, your customer service manger can
use the built reports to understand case workloads.
Extended SQL Reporting Services
is built using
Server Reporting Services these provide a rich tool for the creation
of management reports from your CRM database. SQL Server Reporting
Services is a comprehensive, server-based solution that enables the
creation, management, and delivery of both traditional, paper-oriented
reports and interactive, Web-based reports. To help improve the flow of information in your
business reports can be scheduled automatically and distributed by email
to staff at the due date or time.
These additional reports can be
provided for you as a part of the implementation of your system or if
your IT staff are familiar with SQL reporting, services can be developed
by your own team.
Dashboards provide fast access to the most important
management information about your business. If you've clearly
identified business KPI's that can be derived from the activity within
your CRM, (and other systems) we can build you an executive
dashboard to be incorporated in your CRM system. These are most
commonly created by the integration of elements of Microsoft SharePoint.
If your business has adopted (or would like to adopt) the Business
Balanced Scorecard approach of Kaplan and Norton to alignment of your
business strategic objectives with the measured performance of your
business, then implementation of the
Microsoft Balanced Scorecard is
an excellent way to present and track the key factors that are driving
your business. By working with a
specialist partner CABC
can help with both the technical aspects of the implementation and if
required can help you design a Balanced Scorecard to suit your business
and reflect your strategic objectives.