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Analytic and Reporting

Bolt CRM with unique analyzing method enables sales, marketing and service team to monitor all current leads and get access to the latest reports as part of their everyday activities. Besides, accurate reporting let users have visibility of sales opportunity, customer record, or sales quote detail—and quickly take action to drive business performance. Using Bolt CRM reporting, users can easily visualize comparisons, patterns, and trends in sales, marketing, support, and inventory related data, which all will dramatically cut wasting time in most repeated processes.

Bolt CRM Analytic and Reporting Benefits

• Graphic current leads data to be clear to view sales, marketing and customer service performance
• Get a deep insight from summary and value current leads, create more accurate sales forecasts
• Real-time response customer satisfaction to manage and improve
• Easy to share analytic and reporting with same mission team work
• Adjust project via real-time monitoring current sales, marketing and service processes status in time

Bolt CRM Analytic and Reporting Features

• Create daily analytic reports from  the latest information of day activities

  Sales, marketing and service team benefits from latest information as part of their day to day activities, also gain a heads up required daily tasks, from attending a meeting, viewing opportunities through to closing customer tickets.

• Flexible format and visibility of reports

  According different needs of sales, marketing and service team, export reports data will be saved in various user-friendly formats such as Word, PDF, HTML XLS and CSV, also reports can be exported into different level from basic summary to all details including

• According to different user access privileges, export reports can be save in different type of folder such as public or private

  Identify user privileges, access limitation will be different, for example, admin user will have top level privilege and can access to all export reports no matter private or public, otherwise limited user only can access to assigned export reports matched with their privileges

• Scheduled generated reports and sent to relevant  team work and non-relevant users

  Periodically generated and sent reports to relevant team work and not-relevant users, in time shared important information will effectively boost productivity