Reports and analysis
Posted: Sat Apr 19, 2025 5:42 am
CRMs are useful for comprehensive management, as they contain the data sales leaders need to evaluate team performance. This includes strengths and opportunities for sales and growth. The better the information you obtain from your CRM database, the more likely you are to make better decisions.
Consider the ability to generate custom analytics reports , track key sales metrics , and visualize data sharing on intuitive sales dashboards .
If you're trying to develop your company's ability to make informed, data-driven decisions, you may also want advanced analytics tools for sales forecasting, detailed sentiment analysis, and product recommendations.
Pipedrive’s analytics reporting features provide high-level visibility into your organization, helping you evaluate your sales team’s performance , troubleshoot issues, and ultimately increase customer satisfaction.
Pipedrive Insights Dashboards
Customer relationship management software offers advanced sales forecasting and makes detailed reports accessible to users of all levels.
CRM Evaluation Checklist
Finding the right features for your business is one thing, but there are several other factors you should consider when evaluating a shortlist of CRM candidates.
Here's an easy-to-follow CRM evaluation checklist to make sure you cover all the bases.
We've included critical questions to ask yourself when evaluating potential CRM vendors and solutions.
Recommended reading
Comparison of the 15 best CRM tools
Hosting: Do you want local or cloud hosting?
Most modern CRM solutions are cloud-based software platforms job seekers database offered as subscription services. Cloud-based CRMs are hosted on the provider's servers, giving your team access to them over the internet.
The benefits are many, including:
Ease of use. Start quickly, with no installation or new hardware required.
Accessibility. Access data from anywhere across a variety of devices to increase productivity on the go—ideal for field sales reps.
Scalability. Choose from pricing plans and add or remove features based on your budget and needs.
On the other hand, when you host software locally (on your premises), you have more direct control over system repairs and keep the data within your company. On-premise solutions also offer a greater level of customization.
Neither option is objectively better, so consider which makes the most sense for your business. For example, if you run a large company with strict data protection requirements, you may prefer an on-premises solution to maintain complete ownership of your data. However, for most businesses, a more affordable and flexible cloud-based solution is a good fit.
Consider the ability to generate custom analytics reports , track key sales metrics , and visualize data sharing on intuitive sales dashboards .
If you're trying to develop your company's ability to make informed, data-driven decisions, you may also want advanced analytics tools for sales forecasting, detailed sentiment analysis, and product recommendations.
Pipedrive’s analytics reporting features provide high-level visibility into your organization, helping you evaluate your sales team’s performance , troubleshoot issues, and ultimately increase customer satisfaction.
Pipedrive Insights Dashboards
Customer relationship management software offers advanced sales forecasting and makes detailed reports accessible to users of all levels.
CRM Evaluation Checklist
Finding the right features for your business is one thing, but there are several other factors you should consider when evaluating a shortlist of CRM candidates.
Here's an easy-to-follow CRM evaluation checklist to make sure you cover all the bases.
We've included critical questions to ask yourself when evaluating potential CRM vendors and solutions.
Recommended reading
Comparison of the 15 best CRM tools
Hosting: Do you want local or cloud hosting?
Most modern CRM solutions are cloud-based software platforms job seekers database offered as subscription services. Cloud-based CRMs are hosted on the provider's servers, giving your team access to them over the internet.
The benefits are many, including:
Ease of use. Start quickly, with no installation or new hardware required.
Accessibility. Access data from anywhere across a variety of devices to increase productivity on the go—ideal for field sales reps.
Scalability. Choose from pricing plans and add or remove features based on your budget and needs.
On the other hand, when you host software locally (on your premises), you have more direct control over system repairs and keep the data within your company. On-premise solutions also offer a greater level of customization.
Neither option is objectively better, so consider which makes the most sense for your business. For example, if you run a large company with strict data protection requirements, you may prefer an on-premises solution to maintain complete ownership of your data. However, for most businesses, a more affordable and flexible cloud-based solution is a good fit.