Sure, customer relationship management (CRM) applications provide reports and dashboards. But if you rely on the built-in analytic capabilities of CRM, youâ€™re leaving money on the table. But you canâ€™t extract the true value of that information without an analytics application that does the heavy lifting without putting your sales team through hell.
You also want your sales team to stay in your CRM application. What you need are robust, easy-to-access analytics embedded right in your CRM solution. Following are seven signs that you are not operating efficiently and making reporting and analytics more difficult for your sales team and your business less productive.