Reporting Tools & Software: The 5 Most Crucial Aspects (& 9 Popular Tools)
ClearPoint Strategy
APRIL 19, 2023
With the right reporting tools in your belt, you can change the way you manage.
This site uses cookies to improve your experience. By viewing our content, you are accepting the use of cookies. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country we will assume you are from the United States. View our privacy policy and terms of use.
ClearPoint Strategy
APRIL 19, 2023
With the right reporting tools in your belt, you can change the way you manage.
Red Star Kim
OCTOBER 25, 2023
Another valuable AI-powered tool for the MarTech armoury. So here’s a brief system review: CogniClick for instant, personalised research reports using AI. But I had previously read her excellent sales book “Sales Mind: 48 tools to help you sell” a while ago (I aim to publish a summary review shortly).
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Nutshell
DECEMBER 22, 2023
If you’ve come to this page, it’s probably because you want to conduct an online survey, but you haven’t found the right survey tool yet. Better understanding of customers: The data collected from your online survey tools can offer valuable insights about your customers and the customer journey in general.
Nutshell
APRIL 3, 2024
Whether you want to sell or scale your business, here are the software tools to make a productive tech stack for your startup. Productivity and collaboration software A good productivity and collaboration tool will help team members to be clear on their tasks for the day, week, and month.
Advertiser: ZoomInfo
This report aims to highlight the current state of B2B database and contact acquisition strategies and organizations’ goals to leverage data to fuel their go-to-market strategies in 2020 and beyond. As buyer expectations to receive this type of relevant engagement continues to heighten, database management strategies are of high importance.
Red Star Kim
JUNE 15, 2023
One of the questions asked was what tools and systems are used by M&BD people to support research into sectors and client organisations. 800,000 global company profiles and 15,000 reports. Home – GlobalData IbisWorld – Industry reports (which profile the major companies in the sector). Used by many accounting firms.
Brooks Group
JANUARY 24, 2024
That is the question our new research report, Best Practices of High-Performing Sales Teams for 2024 , set out to answer. To see all the attributes of top-performing sales teams download your copy of the full 2024 Sales Leader Trend report here. ” Hiring best practices, tools, and assessments contribute to stronger performance.
Nutshell
APRIL 4, 2024
Thankfully, there are meeting scheduler tools out there to meet that need. These tools allow you to easily schedule meetings and get reminders for them, as well as keep track of when you’re available. The whole point of these tools is to streamline the scheduling process. Below are 10 of the top meeting scheduler tools.
Envisio
JUNE 28, 2023
Strategic planning is a key tool for running an effective public sector organization. When done correctly, it turns today’s vision into tomorrow’s reality–but in order to meet the goals in the plan efficiently, these organizations need a management reporting system that helps them implement their plan.
Nutshell
APRIL 4, 2024
Thankfully, there are meeting scheduler tools out there to meet that need. These tools allow you to easily schedule meetings and get reminders for them, as well as keep track of when you’re available. The whole point of these tools is to streamline the scheduling process. Below are 10 of the top meeting scheduler tools.
Hubspot Sales
JUNE 15, 2023
Salespeople are leveraging tools that streamline processes, save time, and create a more personalized experience for leads. Sales reps who currently use AI/automation in their role say they most often use AI/automation tools that offer data-driven insights, like sales forecasting, lead scoring, pipeline analysis, etc.
Hubspot Sales
NOVEMBER 21, 2023
Customer Relationship Management tools (CRMs) have become a critical tool for organizations of all sizes. By maintaining clean data , you can trust the accuracy of your CRM reports and make informed decisions based on reliable information. However, merely having a CRM isn't enough. Get started with HubSpot’s CRM today.
Nutshell
DECEMBER 22, 2023
If you’ve come to this page, it’s probably because you want to conduct an online survey, but you haven’t found the right survey tool yet. Better understanding of customers: The data collected from your online survey tools can offer valuable insights about your customers and the customer journey in general.
Hubspot Sales
NOVEMBER 14, 2022
The HubSpot Blog’s Sales Strategy & Trends Report says that 42% of salespeople exceeded their goals in 2021, a similar amount simply met their goals, and 16% underperformed. Sales teams that met and exceeded their goals reported various strategies and factors contributing to their success. Sales Management Tools.
Zendesk
OCTOBER 2, 2023
According to a global survey of 1,200 IT leaders, high competition, mounting customer expectations, and new AI tools are all contributing to changing priorities. Businesses should increase their investment in data privacy and security over the long term to build trust between their employees, customers, and tools.
Customer Think
MAY 30, 2023
While trend reports are a valuable tool for better understanding customers, business success relies on much more than recognizing the trends. We’re living in a time of transformation. As is such, it should come as no surprise people are critically evaluating what type of future they want to create and be a part of.
Hubspot Sales
MAY 23, 2023
Here, we'll explore how salespeople are harnessing the power of AI in their day-to-day work with insights from our 2023 State of AI Report. Now, salespeople can leverage AI tools to write the perfect prospecting messages — ones that are personalized, compelling, and highly relevant. Let's dive in. Writing prospecting messages.
Hubspot Sales
NOVEMBER 22, 2023
When it comes to sales, there's a lot of innovation happening — and therefore, a litany of new tools. But only one type of tool is considered "effective" by 78% of global sales professionals. What's this magic tool? Sales Analytics and Reporting: Extract valuable data and insights to measure and optimize your sales efforts.
Nutshell
APRIL 3, 2024
By creating a clear focus and process for your audits, you can ensure that you find the information you’re looking for and create meaningful reports for your stakeholders or points of contact! Consider the tools you’ll use 3. Report the audit findings 6. Then, you must master learning how to conduct an SEO website audit!
Nutshell
MARCH 1, 2024
Competitor monitoring tools give you the power to track your competition’s wins and losses, giving you a competitive advantage within the market. That said, different competitor tracking tools bring different features and benefits to the table. Table of Contents What is a competitor monitoring tool?
Zendesk
JUNE 20, 2023
Providing great products is not enough in today’s world–our research indicates that investing in CX is the essential tool for building a strong company and loyal customer base. Our State of Manufacturing report offers examples of how companies are evolving their customer relationships.
Hubspot Sales
JULY 25, 2023
74% report using AI in some form in their role, and 60% say they believe AI tools are important to their overall strategy. A McKinsey report found that companies using AI have experienced the biggest revenue impact in marketing and sales. 81% of sales professionals say that AI tools offering data-driven insights are effective.
AchieveIt
JANUARY 2, 2024
Or perhaps you use an obscure planning tool that only you, the strategy leader, fully comprehend? If this sounds familiar, you might consider shifting to a new tool to manage your strategy. From seamless onboarding to fostering collaboration across teams, the right tool becomes the cornerstone of effective strategy execution.
Hubspot Sales
MAY 30, 2023
Then, we’ll give you a tour of the top generative AI tools for sales teams with highlights and pricing. How Generative AI Can Help Teams Sell Faster Generative AI Tools for Sales Teams Generative AI in Sales Today First, let’s cover what generative AI is. 74% of sales pros use some form of AI/automation tool. Research (16%).
Nutshell
DECEMBER 7, 2023
One way to harness the power of artificial intelligence is by implementing AI productivity tools. In this article, we’ll explain how artificial intelligence software can enhance productivity and provide a comprehensive list of the best AI productivity tools. Table of Contents What are AI productivity tools?
Nutshell
AUGUST 22, 2023
CRMs are leveraging those abilities in a number of ways, including: Reporting and predictive analytics Because AI can quickly analyze large quantities of data, it can generate accurate and understandable reports with ease, saving your team time and effort. EXPLORE POWER AI 2.
Hubspot Sales
APRIL 28, 2023
This article will serve as your guide for automatically tracking and reporting on sales leads using the Lead status property and your HubSpot workflows tool. This also leads to cleaner reporting for managers to glance at.
Freshworks
JUNE 2, 2023
As a new Freshworks report shows, many of the payoffs of digital CX are won or lost during the complex sequence of customer touchpoints, interactions, and conversations—some deftly handled by human agents working with real-time digital support, others offloaded to chatbots powered by machine intelligence.
Hubspot Sales
SEPTEMBER 20, 2023
Operationally, conversational AI speeds up processes within tools like your CRM or CMS, makes reporting easier, decision-making more effective, and so much more. Here are the best ten conversational AI tools for sales. These conversational AI tools can process commands input and deliver a response in a way you can understand.
ClearPoint Strategy
JANUARY 30, 2024
Unlock the potential of business reporting software as your secret weapon for business intelligence (BI). Discover how this tool can drive your success.
Hubspot Sales
SEPTEMBER 6, 2023
While marketers with advanced analytics tools might have an easy time figuring how leads got to their landing pages, sales teams can use call tracking to learn more about their customers, where those buyers discover their company, and what platforms they spend time on. To do this, you must first ask, “Where are my prospects coming from?”
Hubspot Sales
DECEMBER 5, 2023
Buyers already do their own research and prefer self-service tools: Before we get too deep into the future, let’s look at the present. Not only that, but our Consumer Trends Report shows that when doing research on a brand or product, 71% of consumers prefer to gather information themselves rather than speaking to a human.
Brooks Group
FEBRUARY 1, 2024
Data from our 2024 Sales Leader Trend Report shows that 87% of successful teams have extensive, structured onboarding. That way, the resources and tools they create will be consistent with the way your people sell, reducing the learning curve for new reps (and providing the best experience for your customers).
Zendesk
JUNE 27, 2023
Because many of those programs aren’t built on the same foundation, the result is a lack of coherence and consistency across reports. Meanwhile, with data protection being a major concern, IT administrators need to balance the need for more efficient reporting with security.
Zendesk
OCTOBER 18, 2023
Zendesk’s 2023 report, The IT Dilemma: Balancing Data Privacy and Personalization in Customer Experience, highlights these conflicting priorities. In the report, 66 percent of surveyed IT leaders say data privacy and protection regulations limit their personalization efforts significantly.
OnStrategyHQ
APRIL 16, 2024
Lack of communication and infrequent reporting schedule. Your team also doesn’t find value in frequent reporting, so meetings are regularly pushed back in favor of higher-priority tasks. This means regular, firmly scheduled check-ins to report on progress and address shortcomings. Treating your planning as a special occasion.
Planview
OCTOBER 19, 2023
These established tools play a vital role in their business operations. It’s crucial that any new tools introduced can work alongside and integrate with the existing ones. Even as shifts to new tools are considered over time, the current tools must remain functional to support the objectives of both delivery and operations teams.
Hubspot Sales
OCTOBER 5, 2023
And B2C salespeople report discovering new prospects most effectively through Facebook. Consumer perspective: Facebook is the most trusted social shopping platform among consumers , and they also report it offers the second-best in-app shopping experience. Marketers say it offers the highest ROI and best selling tools.
Nutshell
MAY 18, 2023
It can also integrate with different tools, including social media and advertising platforms. Integrating your CRM with other tools enables you to pull data from those tools into your CRM. Nutshell can automatically create in-depth reports and charts based on your data. But that’s not all a CRM can do.
Zendesk
MARCH 13, 2024
AI is the future of CX and the next generation of AI agents are not just a tool, but a necessary and fundamental shift in how businesses will engage with their customers,” said Tom Eggemeier, CEO of Zendesk. Its automation platform integrates with any backend system and provides robust analytics and reporting.
AchieveIt
JULY 24, 2023
The sheer disparity in reporting styles and information makes it difficult for the strategy leader to compile a cohesive picture of the organization’s progress, which hinders their ability to make informed decisions. By implementing a standardized approach to reporting, organizations can reap several important benefits.
Hubspot Sales
JULY 7, 2023
According to HubSpot's very own State of AI survey data, 71% of sales professionals say AI/automation tools have impacted how they plan to sell in 2023, and 60% say these tools are important to their overall sales strategy. This bot can send follow-up emails, pull reports, create new segments, and more from your account.
Hubspot Sales
SEPTEMBER 27, 2023
Set up your subscription management tools. Or, if your subscription software integrates with a tool, like your CRM, set up that integration so the right data can flow and be managed between these tools. Use analytics features to report on KPIs. Why Manage Subscriptions? Create and manage your subscriptions.
Hubspot Sales
AUGUST 1, 2023
We'll also recommend tools and offer insights from pros who made the leap into a more fulfilling sales career thanks to AI. These tools can help you keep track of prospects and report on your progress. You know that report you have to create every week? AI can integrate with your CRM so you can pull data faster.
Expert insights. Personalized for you.
We have resent the email to
Are you sure you want to cancel your subscriptions?
Let's personalize your content