Although CRM stands for Customer Relationship Management, it’s a bit of a misnomer because most CRM systems are multi-faceted and handle everything from Sales Force Automation (SFA) to marketing automation and service management. All of which goes far beyond customer relationship management.
Add dashboards into the equation and you have the best of all worlds. By accessing data from CRM, individualized dashboards can be created to meet the needs of every end user. Dashboards consolidate KPIs (Key Performance Indicators) in dynamically updated graphical format – easy to read and easy to understand. Reports don’t have to re-created and re-run every time you want to view a business indicator, say for example, sales by sales rep or by product line or by accounting period. Just refresh the dashboard and the up-to-the-minute data appears (like magic). What a concept!
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