Fast and effective sales reporting with Rand Group and NetSuite CRM
Understanding what it takes to covert leads into closed sales deals is the key to continuously building a better sales process, growing revenue, attracting new customers, and building loyalty. A cloud-connected CRM system with real-time sales reporting gives your sales representatives and managers the tools to understand what drives sales conversions and revenue. Discover Rand Group’s solution for sales reporting built within NetSuite CRM that can help take the guesswork out of forecasts via real-time sales data, complete visibility into opportunities, and a rich set of probability-based forecasting tools.
Accurately measure and predict sales with robust reporting tools
By regularly analyzing sales metrics and building forecasts, leaders can evaluate what is and isn’t working in the sales process then implement changes to optimize their teams’ activities to improve the overall sales trajectory. With a cloud-based sales reporting solution, you can give both managers and sales representatives access to the data they need to know how day-to-day activities are going, plus review long-term trends and know when to make changes or ramp up performance. NetSuite CRM delivered by Rand Group offers tailored solutions to build easily digestible reports and accurate sales forecasts. You can gain a complete view of the sales pipeline, individual representative performance, and top sales channels, plus create forecasts based on pending opportunities, quotes, and orders.
Rand Group is your Oracle NetSuite Solution Provider and technology partner to configure a sales reporting solution that will help give visibility into your sales, marketing, and customer service processes to ultimately increase conversions and deals. Our software engineers will implement NetSuite CRM and its sales reporting and forecasting features tailored to your sales processes plus help your team identify the top metrics to track.
Measure performance with personalized key performance indicators
Access sales goals such as achieved versus quota, actual versus sales forecast, and sales pipeline by stage. Examine marketing benchmarks such as lead-to-close metrics, number of website unique visitors, lead generation trends, and customer acquisition costs.
Access real-time dashboards with customizable and role-based reports
Monitor sales, marketing, and customer service performance all in a single dashboard so managers can get a big picture of what’s driving sales, revenue, and customer satisfaction.
Utilize probability-based sales forecasting
Allow users to categorize the transaction forecast type to appropriately identify opportunities, quotes, and estimates. Analyze actual sales and recurring revenue projections in forecasts and variances.
Sales reporting tools built into NetSuite CRM
Sales metrics are essential to evaluate each team member’s strengths and weaknesses, or their activities to better manage processes, adjust tactics and strategies, and improve accountability for sales outcomes. With NetSuite CRM delivered by Rand Group, you can give your team the tools they need to have data-driven conversations and uncover the top performing sales strategies.
Sales reporting within NetSuite CRM allows you to:
- Track individual and team-based KPIs
- Monitor opportunities by stage
- Build dashboards with role-based reports
- Forecast revenue based on a variety of factors
- Get a big picture overview of all the deals in the pipeline
Discover other business solutions offered by Rand Group
Rand Group offers numerous NetSuite-powered sales automation solutions that we tailor to each client to transform your operations. Our team of software engineers will ensure your solution integrates with the rest of your technology stack and can accommodate unique processes and facilitate data flows. Explore other solutions below to compliment sales reporting.
Lead Management
Use a cloud-based solution to automatically route leads to the right salesperson with detailed information to empower a quick response and high conversion rates. Create a holistic view of all accounts and their contacts with related activities in a single dashboard.
Opportunity Tracking
Track opportunities by status, revenue, key contacts, and notes, and get a complete view of everything in the pipeline with a comprehensive CRM solution. Standardize best practices and link sales processes with the customer buying journey to win more deals.
NetSuite CRM
NetSuite CRM is an all-in-one customer relationship management system that automates and streamlines businesses process through the integration of sales force automation, contact management, marketing automation, customer service, and support.
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Sales strategy vs. sales tactics
For our purposes, ‘strategy’ means that there’s a plan. ‘Tactics’ means that you’re thinking on your feet. A sales cycle that includes both is much more likely to succeed than a cycle that relies on only one of them. Tactics make sales fun. Strategy makes sales more predictable. If you have a plan/strategy, chances are better that you won’t have to answer that question.
“No not these leads, I want those leads…”
As sales managers or sales executives, the most common request we hear from sales people is that they want more leads. What they’re really asking for is not just more leads, it’s, more, more qualified and DIFFERENT leads… the Glengarry leads. It almost never matters which leads we have, they aren’t the ones we want.
Let’s talk about how we can transform your business
