In a typical daily sales day, you may have to look at purchasing trends by customers, or view details about equipment lists, or view sales calls or daily/weekly/monthly sales activity details quickly at a glance. Equipment CRM uses a Query functionality via the Advance Search option to sort and summarize key sales information. Given the huge amount of sales information held within Equipment CRM, you can select various sales variables to query (search) and find information. When searched then summarized, you can obtain a final summary dashboard.
You may now ask, how do I perform a query? It is actually very easy, and are listed below.
Steps to Create a General Query in Equipment CRM:
Equipment CRM Exec>Magnifying Glass Icon>Advance Search
If you wish to start a query on revenue and gross profit, Equipment CRM can provide you this key information. Again, Equipment CRM makes the process simple, to obtain this information.
Having a report that shows lost sales by region provides valuable insights into patterns and trends that can help a business improve its sales strategy, such as the ability to:
