Analytics and Reporting

 

Gain Valuable Insight Into Your Organization

AccountReporter™ empowers sales managers with valuable information from the AccountManager™ and SalesAnalysis™. With AccountReporter™, you can easily query the information you need, then generate reports directly in Microsoft® Excel. Opportunity reports, quote reports, sales reports, activity reports and more can be generated by the AccountReporter™. If the built-in reports do not meet your needs, custom exports are easy to create using the configurable export wizard. Simply fill out a template to create your own report.

AccountManager 365 Now puts CRM in your Outlook inbox

Make updates to opportunities, action items, contacts, accounts and more right from your Outlook 365 inbox.