Reporting and Analytics
A key benefit of going with a tailored SFA or CRM solution is the ability to get exactly the kind of information-in exactly the format-you prefer.
In specialized industries such as pharmaceutical sales, this capability can have significant impact. (See samples of recommended reports for this industry below*.)
XL Group’s flexible solutions allow you to choose from a library of report templates, or design your own. Reports are typically stored in a web application with appropriate section headers distinguishing the different types (e.g. activity vs. sales vs. combinations). The reports can be exported manually as needed by the user or can be downloaded via the sync update functionality.
Reports can be designed and delivered as follows:
- Standard, static monthly reports
- Published to web, notified via e-mail, downloadable in a variety of formats
- Pushed to device via sync
- Distributed via e-mail
- Dashboards
- Best for data visualization
- Interactive, allowing for drill-down
- Limited ad hoc query (managers)
- Allows for choice of variables, filters report
- Choose then run, export finished report
- Data feeds to mobile application
All reports can be exported to Excel (.xls), Adobe (.pdf), Word (.doc), or other file types.
*Recommended reports created for the pharmaceutical industry:
- Sales Performance for Client and Competitors’ Products
- Most Valuable Customers by Segment (i.e. Decile, Specialty, Target Type, Outlet)
- Targeting Effectiveness and Frequency of Physician Visits
- Effectiveness of Samples
- Value and Success of Marketing Campaigns
- Results vs Goals and Priorities
- Incentive Compensation Payouts
- Daily Insights and Alerts
