Copper CRM Dashboard Software

Searching for the best dashboard tool to integrate your Copper CRM data? CRM software is crucial to the decision-making processes of businesses, as it allows a business to manage company interactions with past, present, and future customers. Copper CRM is a productivity CRM software designed for companies that love G Suite and use solutions such as GMail, Google Calendar, and Google Sheets. InetSoft's solution, Style Intelligence, has a custom web connector for Copper CRM data, as well as a host of other web sources including Google Calendar.

In order to increase revenue, a company must foster effective marketing strategies based on the CRM reports and ensure end initiatives that are performing poorly. However, in order to do that it is critical to have an application implemented that allows for the easy understanding and interpretation of the CRM data. For years, InetSoft has been a leader in providing businesses with easy to use, flexible, and versatile dashboard reporting software compatible with almost any CRM application.

Key Customer Relationship Management Report Features

InetSoft's BI solution provides universal capabilities for all types of CRM applications to accommodate all the user needs to increase growth and revenue for their business. Using InetSoft's CRM software reports, users can integrate their data into flashy, interactive reports that provide monitoring services. Users can create business-specific report displays of critical key performance indicators, such as:

• Open cases by status, priority, and age
• Current case load by agent and status
• Employee performance by cases closed and time to close
• Overall case open vs. close rate
• Same day close rates - overall and by agent

This allows users to accomplish tasks that they would not be able to with basic reports, such as schedule reports for email distribution, combine multiple views in a single report, give more options for printing and exporting reports, including Excel, PDF, PowerPoint, and more, build parameterized reports which allow you to select the data you want to view, or automatically see the appropriate data based on security and sharing, and organize your reports with sub-folders.

With InetSoft's easy to use customer relationship management reports, users can measure sales success rates of campaigns from start to finish, compare the current performance of your marketing campaigns to previous ones, identify outliers in your sales funnel, and track if year-to-date sales are on track to hit plan using historical patterns.