Tip #13: Los informes al rescate

Tip #13: Los informes al rescate

Tips and Tricks #13, adaptado de Aishwarya EK
¡Hola, miembros de la comunidad!

Una nueva semana significa un nuevo tip CRM, ¡y aquí lo tenéis! Por si te has perdido los anteriores, te dejo el enlace para verlos.

Tip #13: ¡Los informes al rescate!

Según a quién preguntes, los informes pueden ser amados o no tanto. En lo que sí coincidimos todos es que son una parte esencial para el análisis y el diseño de estrategias de negocio. Los informes pueden indicar una dirección a seguir, por ejemplo, al equipo de ventas, sobre en qué posición se encuentran y qué hacer para conseguir sus objetivos. Consiguen cuantificar sus esfuerzos y darles esa motivación para seguir en la línea del crecimiento.

Zoho CRM ya tiene configurados algunos de los informes más extendidos en el mundo de los negocios, pero también permite la creación de informes personalizados donde puedes medir los valores que tu empresa requiera. Algunos de estos ejemplos los descubrimos en nuestros meet-ups de este mes, donde también os recordamos que es importante planificar primero qué información necesitamos recoger en nuestro CRM para después construir nuestros informes personalizados con esos campos.

Para entenderlo mejor, voy a compartir algunos posibles escenarios en los que utilizar los informes personalizados.

Situación #1: Recupera aquellos posibles clientes con un alto potencial.

Tener posibles clientes en estado ausente es una cosa. Pero tener posibles clientes ausentes con una alta puntuación es otra cosa. ¡Es un tesoro por descubrir! Puedes crear un informe para sacar aquellos posibles clientes que tengan puntuaciones altas; y sin embargo su estado sea "no contactado" o "intento de contacto". Para ello, puedes crear un Informe tabular basado en el módulo de Posibles Clientes y añadir los filtros "no contactado", "intento de contacto" y con una puntuación > 10.





Situación #2: Sigue las oportunidades que necesiten atención inmediata.

Digamos que tienes algunos tratos u oportunidades que se cierran esta semana. Como responsable de ventas, podría ser frustrante ver tareas pendientes asociadas con estas oportunidades. ¿Qué puedes hacer para tenerlas bajo control y que esto no vuelva a suceder? Puedes crear y compartir un informe que liste los tratos pendientes a cerrar esta semana con tareas abiertas y pendientes.

Por ejemplo, un Informe resumido para el módulo de Tratos con Actividades como módulo secundario te puede ayudar. Selecciona las columnas que quieras tener en el listado para ambos módulos y elige que la agrupación (Agrupaciones) se haga por fase del trato. Bajo las Columnas en total, puedes seleccionar ver la suma del valor de los tratos.




Por último, añade filtros: que el cierre del trato sea "esta semana", y que el estado de la tarea NO sea "completada".





Esto puede ayudar a que los responsables de las tareas asociadas al trato puedan cerrarlas pronto.

Para más información sobre los informes personalizados, haz clic en este enlace.

¡Estos son nuestros ejemplos! ¿Tienes algún informe útil que te gustaría comparir con nosotros? ¡Adelante! 

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