Arrow pointing to left
All posts

1 min READ

CRM reporting in 2021: Searching for the Holy Grail

Copy blog url
Linkedin share logoEmail to logo
Article featured image
Author photo: Christina Scannapiego

Christina Scannapiego

Director, Content Marketing

More than a year into the COVID-19 pandemic, many small- and medium-sized businesses (SMBs) are still struggling to grasp exactly how they fared in 2020—and how they’ll come out of 2021—amidst an uncertain economic landscape.

It’s more important than ever for SMBs to have complete confidence in their understanding of the health of their businesses, through comprehensive and reliable data reporting.

But do they?

We recently surveyed more than 100 sales and marketing professionals to examine how and why so many SMBs across industries use multiple data reporting tools to cobble together the story behind their business’ wellbeing.

And the stark reality is that most companies simply don’t rely on a single source of truth for their business reporting—including their customer relationship management (CRM) system. Nor do they have a whole lot of confidence in the numbers they are receiving. It’s a struggle shared by companies big and small, but what can we do about it? Where's the “holy grail?”

Our recent report on the 2021 state of CRM reporting, 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 business
  • Where there’s room for growth
  • Tools for simplifying data reporting around key business growth metrics
  • And more

Get the report here.

Try Copper free

Instant activation, no credit card required. Give Copper a try today.

Try Copper free image

Keep Reading

All posts
Arrow pointing to right
Featured image: CRM Wrapped 2024: Your year in CRM wins

5 min READ

CRM Wrapped 2024: Your year in CRM wins

How did customer relationship management (CRM) platforms shape businesses like yours?

Featured image: How to spot a slow season and thrive through it

6 min READ

How to spot a slow season and thrive through it

Learn how to plan ahead, refresh your strategy, and make the most of quiet times for your agency.

Featured image: How to apply Copper's Pipelines to your workflows for success

How to apply Copper's Pipelines to your workflows for success

Boost your productivity with Copper CRM's newest upgrades and features.

Featured image: How to say "thanks" to a client or customer for their business

8 min READ

How to say "thanks" to a client or customer for their business

Learn how to thank customers effectively with our guide. Discover strategies for sending personalized thank you notes and emails that strengthen your business relationships.