Business I.T.

What Are The Different Types Of New CRM Reports In Salesforce?

181 views · Dec 17, 2021
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In simple terms, CRM helps to work more effectively with customers and increase sales.

When a company has many clients, sales managers may lose active correspondence and not be able to respond to new requests by mail and social networks.

In order not to lose leads and effectively work with existing customers, companies use CRM systems.

In it, you can maintain a contact base, set up a sales funnel, set tasks for managers, monitor their work, respond to incoming requests from any source, call customers, send them letters and messages on social networks and instant messengers.

This is a program that helps a business not to lose orders, keep a history of work with clients and simplify the sales process.

You can also use filters to unload contacts of customers that match the necessary criteria, for example, those with whom you have not communicated for a long time or who bought a certain product.

CRM collects requests from customers from all sources: from phone, mail, instant messengers, social networks, website, chats.

What types of new reports exist in Salesforce

To create reports in Salesforce, there is a standard functionality that allows you to create reports on the necessary data, which the person responsible for this business can determine in advance.

The framework for creating a report (report) is a structural unit called the Report Type.

The Report Type is a Salesforce structural unit (available out of the box) that determines which objects, along with their fields, will be present in the report.

Also, Report Type allows extracting additional fields from other objects through lookups.

This is important because the data in the report comes exactly from the required fields in which they are stored.

Reports are built on the basis of the selected (one or several) Report Types, from where they take the fields, on the basis of which the data link is built.

The selected report type determines the records and fields that should be displayed in the report.

The report designer will open, providing access to records and fields based on the selected report type.
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