Create your own personalized dashboard. InfoServ® Dashboard provides a real-time snapshot of your company’s business activity. It comprises of different types of charts and report numbers personalized to the user‘s needs to provide a quick and easy overview of current business performance. Visualize your sales pipeline in a Funnel chart and keep track of your performance. Drill down each number in your dashboard and find out what constitutes it.
The Built-in analytics features of InfoServ CRM give managers the relevant insight to optimize performance, decision making, and resource allocation.
Have all your customer-related documents – proposals, presentations, price offers, purchase orders, contracts, etc. always at hand in your customer’s profile. InfoServ built in Document Management System lets you create a document classification (e.g., CRM's proposals, price offers, sales contracts, support contracts, protocols, etc.) that is tailored to your business. Categorize documents as per your company’s needs and share documents among colleagues by granting rights.
Reporting & Analytics
InfoServ® comes equipped with a library of report templates in the areas of marketing, sales, support, etc. And if you don’t find the report you need in our library, we provide you with a user-friendly Report Generator Tool to create it yourself without having to rely on administrators. Reporting has never been easier!
Create reports which analyze more than one data type.
Perform arithmetical operations (sum, average, minimum, and maximum).
Store one report in different "views" to be able to look at one and the same dataset from different angles.
Store reports as templates for future use.
Share or restrict access to reports.
Save reports into various user-friendly formats such as PDF, HTML, XLS and CSV.
Use reports to generate contact lists and add them into an e-mail campaign with ease.