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5 Essential CRM Reports (Plus 6 More You Probably Need)

Insightly

CRM reports let you drill down and sort CRM data in countless ways, so you can get the answers you need and make more strategic, data-driven business decisions. That said, sales teams are among the most avid consumers of CRM reports (more on that later), so many key reports target this audience. Improve decision making.

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The Sliding Scale of Sales Transformation

Mike Kunkle

Understanding general buyer personas and buyers’ journey or buying processes, including challenges, opportunities, impacts, needs, objectives, priorities (COIN-OP), decision process, decision criteria, decision roles, desired outcomes with metrics and measures, and consideration of both the decision makers’ business and personal needs.