You need powerful reports from Infusionsoft, ActiveCampaign, HubSpot, SharpSpring CRM, preferably in a visual form. The basic reports just aren’t good enough. Marketing ROI data, Sales Opportunity by Sales Rep, Lead Source conversion percentages, Content Attribution, etc reports are highly customisable, and not easy to set up.
What Is Reports?
Visualisation Data from CRM:
- Conversion Percentages
- Sale Pipeline Stages: conversion & sales
- Fuel Gauges with Targets
- Performance of individual sales reps
- Lead source ROI and Attribution
- Heat Maps
- Bar Charts, and Pie Charts
- Wicked Reports