Salesforce Reports

How to use reports from Salesforce CRM

How to use reports from Salesforce CRM

Deciding what sales reports are to be used is often a decision that our new Salesforce.com clients spend time considering. For some companies, having a CRM system in place provides the first opportunity to really look at sales data in a structured way. The challenge for company leaders is to define what reports are to be used, and who uses them.

In this blog post we're not going to list of the reports that we think you should use as standard, we've addressed this previously. Instead we'd like to consider the value of sales reports strategically in your organisation so that your teams can gain some real benefit from them. Consider your sales data and reports in the context of