CRM Reporting & Analytics

Innovent Solutions can assist your organization in its effort to gain insight and information from your CRM system quickly and effectively. We focus on implementing solutions that facilitate information delivery from the CRM environment regardless of reporting technology. We are experienced in providing the reports and analysis to help users gain insight across all leads, opportunities, and customer touchpoints.

We have provided expert consulting and training services for several CRM clients using systems such as Siebel, SugarCRM,Clarify and in-house applications and have been a trusted partner in the area of reporting, providing not only report development and training services, but also served as advisors and technical support to the management and technical personnel of our clients. Our clients have looked to us not only for their operational reporting needs, but also to help create a reporting strategy.

We are experienced in the development and implementation of operational, management, and KPI reports using a variety of tools including Actuate, BIRT, Jasper, Pentaho and Business Objects. Our experience includes:

• Opportunities - Sources, History, Stage and Types
• Opportunity Pipeline
• Opportunity Pipeline Trend
• Forecasting
• Quota vs Actual
• Sales by Account, Partner, Representative or Lead Source
• Account History
• Call Center Reporting