ebook

2021 State of CRM

reporting

You’re not alone: SMB owners struggle with broken data and analytics processes, face weak spots in business forecasting

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ebook

Thanks for downloading our eBook!

Curious to learn more about our product? Try our product for free!

Let’s take a look at how and why so many SMB professionals across industries use multiple data reporting tools to cobble together the story behind their business’ wellbeing. It’s not surprising that many don’t have a whole lot of confidence in the numbers they’re receiving, but what can we do about it? Are we searching for a “holy grail?”

In this report we explore:

  • Common challenges with data analytics and reporting around lead generation, and customer acquisition and retention
  • Business leaders’ thoughts on using their CRM to report on the health of their businesses
  • Where there’s room for growth
  • Tools for simplifying data reporting around key business growth metrics
  • And more!

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