The custom reporting feature allows you to create report templates based on any combination of criteria, with many formatting options so it’s tailored to your team and goals. You can create custom reports to pull data and analyze metrics, filter, group, sort & sum to get an overview of results, measure conversion rates throughout specific stages in the customer lifecycle, monitor which sources, activities, or assets impact your lead generation, on revenue, etc. Report output can be exported to another application and can be scheduled to send on a regular basis.
The saved report feature allows you to save reports you run so you can download, share, and distribute to your team. This can help your business as everyone has ownership over the success of the team effort and everyone can be in the loop as to goal tracking.
Contact list page reporting gives an overview of all the sales contacts in the database. This can be broken down by record type, job type, level of engagement, date of last contact and other attributes. This information can be useful to your business because it allows you to: analyze a set of contacts, iidentify key contacts, discover opportunities, and keep your team organized.
Marketing reports analyze the performance of your marketing strategies from research to promotional tactics, goals and expected outcomes. Marketing Reports allow a business to track the ROI or effectiveness of their customer acquisition spend online. Instead of hoping for the best and wasting valuable budget, channel and lead source reporting helps you identify what’s working and converting and what is not, so you can make marketing decisions that will move the needle.
Customer reports provides an overview of client engagement activity and team responsiveness so you can track and measure your businesses performance. By entering criteria such as date ranges and other filters, you can generate daily, weekly, or monthly reports to track form conversion data within analytics. This gives you access to real-time visibility of your businesses data and insights needed to invest in to grow your business.
Email tracking reporting gives you valuable insights and metrics (such as open rates, click-through rates, bounce rates, and unsubscribe rates) as well as campaign performance over time. Businesses can use email tracking reports to improve email marketing strategy and take action to adjust, optimize, and create more powerful campaigns to drive your business forward. In addition, businesses can build and send high quality newsletters, emails, and drip campaigns with pinpoint accuracy and stay connected with leads to nurture new relationships.
Lead source reports allow you to see all the leads generated within a specified time range and determine which lead sources are working best for you so you can make data-driven business decisions. Whether it’s social media, email marketing, SMS, pay-per-click, or other lead sources, you can see which source is most effective at generating leads for your business.
Campaign conversion reports give your business insights into what percentage of leads are converted into sales based on active drip campaign actions. These reports help you monitor, organize, and obtain meaningful insights on which campaigns are most effective. Your business can benefit by diving deeper into funnel metrics to determine what your ROI is for each campaign, whether it generated new customers, and how well it worked.
Inbound call & text reports help your business gauge the performance of inbound telephony traffic with daily call volume reports, service levels, call resolution rates, and specific team member productivity reports to provide insights into trends and challenges your business faces. Businesses can gain real-time access to important information to make operational decisions and evaluate trends to predict future call & text volume and staffing requirements, etc.
The integrity of your data is key for any CRM to do its job effectively, so it is vital to be able to monitor, identify, and address duplicate records. Duplicate records reports allow you to determine a set of rules for duplicate contacts, provides a count of how many records have been flagged by the rule you determine, ties a specific record to a duplicate record set, and enables you to adjust to improve your data quality.
Track the performance and scheduling of bulk email campaigns. Businesses can use email templates with targeted content to schedule to send to specific prospects to save time; can personalize bulk emails for better engagement; track bulk email open rates, clicks, replies; and set up follow up emails and schedule them for delivery at a specific date and time. As a result, businesses can analyze email performance with insightful metrics, re-engage cold leads, capture new leads, and convert them.
Email bounce reports give you data on the percentage of email addresses in your subscriber list that did not receive your message because it was returned by a recipient mail server. Metrics are provided on successful deliveries, bounces, unsubscribes, and more. Hard bounces are usually because the email address does not exist anymore. Soft bounces happen typically for a temporary reason such as a full mailbox, or a server that is temporarily inactive.
Call log reports provide a complete record and timeline of incoming and outgoing calls on a daily, weekly, monthly, or specific date range. Call Reports typically include calls by user, duration, caller ID numbers, call logs and call outcomes. Call reports help a business get easy access to call data so they can forecast costs, track productivity of individuals or teams, and quickly search and sort through call logs.
User call performance reports give you data on total calls made per user (both inbound, outbound, and unique calls), total time spent calls, average call durations. Businesses can use this metric to measure and consistently improve sales rep productivity and determine which users are the most productive with their time and which ones might not be picking up all incoming calls.
Missed call reports provide a list of all missed calls per team member so that they can follow up and try the prospect back again. Missed calls are the biggest pain point in sales, but not following up on missed calls can be a huge problem and missed opportunity to convert leads to sales. Businesses can monitor missed call reports several times a day to see which calls have gone unanswered, how many missed calls still need follow up, and how effective their sales team is throughout the day.
Voicemail reports provide a record of which calls are going to voicemail. Businesses want to ensure that voicemail messages are clear and concise and leave all the detailed follow-up information including the phone number to call back, email address, website URL, and a link to an online calendar.
Call recording reports provide audio files and a detailed log of data collected from phone call records, including statistics on how many total and unique calls occurred (both inbound and outbound), the average length of calls, call dates and start and end times, which team and user handled the calls, statuses within the sales cycle, call statuses and outcomes, and to which campaigns the calls are related. These reports provide powerful insights into how your business’s sales process is functioning as well as metrics to evaluate and improve both individual and team performance.
Text log reports provide a complete record and timeline of incoming and outgoing texts on a daily, weekly, monthly, or specific date range. Text logs help a business get easy access to text data so they can check receipt of texts to see if they have been read, check reply rates, forecast costs, track productivity of individuals or teams, and quickly search and sort through text logs.
User productivity are used by managers to determine the productivity rate for each user on the team. These reports typically show the number of leads, opportunities and accounts that are updated within a specified time range. Businesses can use these reports to make sure their users are updating the system, reaching their goals, and monitoring the sales automation process and reduce lost revenue opportunities.
User availability & session reports display information about each user that details their preferences, login sessions, last password reset dates and times, availability, and login sessions. These reports offer a great way to audit user access and time spent within the system.
Note logs reveal all the notes inputted from team members from calls, emails, texts, and other records. Notes leave a trail to document interactions and allow management to audit various records. Notes can be attached to document the customer journey throughout the sales process.
eSignature reports monitor and track the flow of signed agreements within your account. Real-time status tracking indicates when documents are sent from the account, recipient activity for documents sent, and usage for the account. Reports can be run with filters such as date range, sent by which user, and document status.
See insights into all upcoming scheduled events in one place. Meeting notifications can be sent, agendas can be shared, and meeting notes sent to all attendees after the meetings, as well as action items delegated to specific team members.
With task reports, businesses can see insights into all upcoming tasks per user in one place. Task notifications can be sent, task notes and updates can be made and action items marked with appropriate status by each specific team member.
Unassigned records reports show a list of all records who are not yet assigned an owner. They can be new leads that come in through the pipeline that need to be assigned to sellers or sales teams. Pulling a report of unassigned records allows a business to prevent loss of revenue from unassigned records and balance assignments among sellers. Businesses can use rules to match leads or attributes for unassigned records to sellers who are a good fit for the lead.
The deleted records report pulls all deleted records from Shape even after they were deleted from the main database up to 90 days. This gives businesses the ability and flexibility to restore records and run more accurate reports. For example, if a business was running a sales report for items sold nine months ago then deleted three months later, there would be no way to maintain these records accurately unless deleted records could be accessed.
The Shark Tank provides an effective way to see how users are interacting revitalize aged or neglected records. The idea is to allow other users the opportunity to claim records thar haven’t resulted in a deal. Other reps within your company can pull from or steal those records that fall under your businesses’ shark tank rules. This type of structure, and associated reporting can be automated to ensure opportunities aren’t being left behind that have the chance to be re-worked. This report shows number of records assigned, lost, and claimed in the Shark Tank.
Batch action is a method of running high-volume, repetitive tasks to process, collect and store data during an event called a “batch window.” Batch action reporting helps improve business efficiency by allowing companies to prioritize and review time-sensitive jobs and schedule batch processes for those that are not as time-sensitive.
Credit Usage Overview Reports show a business the status of their credit usage within the system for additional services above the monthly user fee. This information gives a business a barometer for how much they are spending per month so they can adjust campaigns and measure ROI.