Evaluations: better understand your own business

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Mitu100@
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Joined: Thu Jan 02, 2025 6:48 am

Evaluations: better understand your own business

Post by Mitu100@ »

Plan ahead: Sales expected and realized
One of the simplest figures in sales and still the most exciting because it says so much at a glance. With a representation of the sales expectations for the coming months, you can directly read the workload, evaluate your current sales activities and consider the consequences for the coming months. The expected sales change with every offer won or lost and are therefore an exciting key figure in day-to-day business.

In addition to the forward-looking view and sales forecast, there are certainly details that can be valuable for SMEs. However, these are usually not the figures that czech republic telegram screening are needed in day-to-day sales work. It is enough if you can query this data when needed. You don't have to see them every day in the form of diagrams and graphs, and probably not all of them are relevant for every small company.



With the tagging and keyword function, we offer our customers very flexible options for structuring and segmenting sales data. The following options can be implemented using the tags and, in our view, represent useful evaluations for small and medium-sized companies:

The top customers with whom we make the most sales
The top industries in which we operate
The top products that are sold
The distribution between new and existing customers
Last but not least, there is customer satisfaction. This is also an important indicator in CRM , but it is usually based on several factors and is only added up to a number at the end. Qualitative questions and free text fields should also play an important role in measuring customer satisfaction. Even if they are difficult to use for evaluation, they offer the possibility of direct customer feedback and may justify the quantitative evaluations of the respective customer.


Do you have other exciting indicators or developments that you are mapping in CentralStationCRM? Then write us a short message, as always we look forward to hearing from you.
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