If you have read our previous articles, you should have a certain understanding of the meaning of CRM customer management system. However, there are many professional terms in CRM, and many people don’t know much about their meanings. Let’s explain the terms of customer relationship management system below to help you understand the meaning of blueprints, reports, and sales forecasts in CRM systems.
1. Blueprint
Blueprint is a function used to define and execute business processes. It can help enterprises standardize and optimize workflows in sales, service, marketing, etc., and improve efficiency and quality.
Taking the blueprint function of Zoho CRM as an example, users can customize various business processes, such as lead conversion process, business opportunity follow-up process, etc. Users can create blueprints and apply them to modules such as Leads, Opportunities, and Contracts. Users can also set reminders, notifications, approvals and other actions in the blueprint to achieve more effective business process control.
2. Report
A report is a tool for displaying and analyzing data, which can help enterprises extract valuable information from a large amount of data, and provide a basis for subsequent decision-making and optimization. Reports can present data in the form of tables, charts, dashboards, etc., allowing users to intuitively see data distribution, trends, associations, and other characteristics.
CRM provides a wealth of report functions, visually presenting the relevant data of the enterprise from leads, customers to sales revenue. Users can choose to use the built-in standard reports of the system, or create custom reports according to their own needs.
3. Sales Forecast
Sales forecasting is a method for predicting future sales revenue. It can help enterprises formulate reasonable sales goals and plans, allocate appropriate resources and strategies, and improve sales efficiency and profits.
Taking Zoho CRM as an example, it provides a flexible sales forecast function, and sales staff can conduct sales forecasts based on different dimensions and methods. Users can also view the results and progress of sales forecasts in the dashboard, and compare them with actual sales data to evaluate and adjust sales plans.
In short, blueprints, reports, and sales forecasts in CRM systems are all important concepts in CRM systems. They can help companies optimize business links, display valuable data information, predict and formulate reasonable sales goals and plans.