Post by msrityh019 on Apr 29, 2024 22:33:09 GMT -6
If a client seems reluctant to participate in a review, explain to them why you can't do so without their input. In all cases, remind them that you are working to address their success and protect them from downstream pain. How to Evaluate, Recreate, and Improve Customer Reports Modern organizations are being inundated with data. It's collected everywhere, from global business operations to personal mobile devices. But without context or purpose, data is like the sand in the Sahara Desert—rich but lifeless.
Reporting is critical to your company's success, and if your Chinese Europe Phone Number List customers store data in a CRM, they probably need to report on it in some way. In some cases, the client may already know what report they want to build. In other cases, you may need to make appropriate recommendations for their success. Here are some questions you can ask to determine your client’s reporting needs: Have you reported on your marketing/sales efforts in any way before? When you say you want to see coverage, what images come to your mind?
Can you share your screen? What reports do you think your competitors are looking at? In an ideal world, what results would you like to show your manager/VP/CEO? What will you do based on this report? What actions will you take based on this report? What data helps your team do their job better? What data can help you better coach your team? Depending on their answers to these questions, you may need to allocate additional time to build their reporting dashboard.
Reporting is critical to your company's success, and if your Chinese Europe Phone Number List customers store data in a CRM, they probably need to report on it in some way. In some cases, the client may already know what report they want to build. In other cases, you may need to make appropriate recommendations for their success. Here are some questions you can ask to determine your client’s reporting needs: Have you reported on your marketing/sales efforts in any way before? When you say you want to see coverage, what images come to your mind?
Can you share your screen? What reports do you think your competitors are looking at? In an ideal world, what results would you like to show your manager/VP/CEO? What will you do based on this report? What actions will you take based on this report? What data helps your team do their job better? What data can help you better coach your team? Depending on their answers to these questions, you may need to allocate additional time to build their reporting dashboard.
