Without generating the reports from your company’s metrics, how can you aim at the particular audience that will make many purchases and keep them informed about their performance or know if your enterprise is performing well?

Many of the cloud-based CRM solution and ERP systems have excellent reporting functionality, which makes it possible to generate reports automatically with many options for customization. Allowing for quick and personalized report generation helps you to utilize your data by showing how well you are doing with regard to the areas that need improvement.

While a backlog of reports might indicate an overwhelming number of product orders, it may also be a sign of increasing inefficiency in your organization.

Benefits of Bringing Automation into Report Generation

# Cost-Efficiency and Enhanced User Independence

Automation significantly cuts down the labour costs associated with manual report generation. By enabling automatization, users can engage in data analysis and validation without the constant need for IT specialist intervention. This shift not only saves financial resources but also empowers users to independently handle diverse data sources, merging them into visually striking charts or spreadsheets.

# Eliminating Information Bottlenecks

Automated report generation efficiently reduces information bottlenecks. With data being customizable and displayed on dashboards, managers gain a clearer and more immediate understanding of daily operations. This enhanced visibility into operations facilitates quicker and more informed decision-making.

# Dynamic Documentation of Key Metrics

Automation allows users to effectively document Key Performance Indicators (KPIs) and other crucial information as needed. This capability ensures that vital data is tracked and recorded systematically, supporting better tracking of performance and goal progression.

# Actionable Data without Overload

Automation plays a crucial role in making data actionable while avoiding the pitfalls of data overload. Users can selectively focus on pertinent information, enabling them to take effective action on relevant metrics. This approach allows the decision-making to be based only on the most appropriate and also applicable insights

# Accelerated and Informed Decision Making

Automation makes it possible to present the essential parts of information in a form that is digestible and therefore the decision-making process becomes much faster. A significant benefit of rapid data is that the decisions are not only made sooner but also on the basis of careful research.

# Flexible and Customizable Reporting in Salesforce

Many editions of Salesforce offer standard, customizable reports. This feature allows users to generate reports in various formats, tailoring them to specific needs and preferences. This flexibility adds a significant advantage, enabling users to create reports that are most useful for their specific business contexts.

Standard Salesforce Report Types

# Account and Contact Reports

These are your go-to for insights on accounts that are buzzing with activity, those that might have slipped through the cracks (neglected), or the fresh faces (new accounts). It's like taking the pulse of your client relationships.

# Activity Reports

Imagine a dashboard showing all the moving parts of your team's efforts – that's what Activity Reports are. They lay out the landscape of ongoing and completed tasks, giving you a bird's eye view of productivity.

# Administrative Reports

These as the backend support to your organization's operations. They focus on the inner workings of your staff, the documents circulating around them, and those all-important approval requests that are pending

# Campaign Reports

These focus on details over your marketing maneuvers. Campaign Reports dissect and scrutinize the effectiveness of your marketing strategies, letting you track your efforts like a marketing detective.

# File and Content Reports

Ever wonder how your team interacts with the myriad of files and content within Salesforce CRM? These reports are like the analytics of your internal content universe, revealing engagement levels and interactions.

# Forecast Reports

Customizable as a tailor-made suit, Forecast Reports let you zero in on specific forecasting needs. They're your crystal ball for future sales projections, tailored just for your needs.

# Lead Reports

The lowdown on your leads is what these reports provide. From where they're coming from to what stage they're at in the sales funnel, Lead Reports offer a comprehensive view of potential revenue streams

# Opportunity Reports

Tailored to offer insights into specific aspects like primary campaign sources, forecast categories, and linked quotes, these reports are like having a specialized lens for viewing your sales opportunities.

# Product and Asset Reports

Need to track cases filed against an asset? Or identify assets that are like lone wolves, not linked to any product? These reports are your toolkit for managing and understanding your product and asset landscape

# Self-Service Reports

The self-service portal is your customer's zone. These reports help you gauge how this portal is faring – from the number of case views to customer logins and their feedback on your solutions. It's like a report card for your self-service offerings.

# Reporting on Support Activity

This is the microscope under which all your support activities are scrutinized. Tracking everything from case creation to the minutiae of case interactions, these reports offer a granular view of your customer support's pulse and performance.

With its recently released Lightning Experience with Wave Analytics, Salesforce now offers a modern UI and impressive cloud-based features to make data and tools accessible from any device. Several time-saving report-generation apps have also been added.

6 Salesforce Apps That Streamline Report Generation

1. Conga Courier

Conga Courier is the ultimate tool for effortless report dissemination. Not only can you schedule Salesforce reports, but you can also send them on the fly to as many people as needed, both inside and outside your organization. The convenience doesn't stop there: choose to embed your report directly into an email or send it as an attachment in various formats like Excel, CSV, or Printable View. This flexibility ensures that your report reaches its audience in the most accessible format.

2. Simple Visit

Simple Visit Reports harnesses the role of AI to revolutionize how visit reports are handled. Sales reps can easily log their client interactions, while the AI sifts through this data, offering invaluable insights. What's more, this app isn't just about data entry; it's a proactive tool. Automated actions for follow-up by sales and marketing teams can be set up, ensuring no opportunity slips through the cracks.

3. Aduno Light

Aduno Light is your go-to app for keeping a tight leash on project finances. It meticulously tracks working hours, travel expenses, and other crucial metrics. The reports generated are your financial compass, guiding you to stay within budget boundaries while maintaining project efficiency. It's an essential tool for anyone keen on financial oversight.

4. SpringCM Document Management

SpringCM Document Management is the pioneer of document accessibility and report generation. Whether you're on your laptop or on the go with your smartphone, accessing or generating documents is a breeze. Its integration with Office 365 streamlines report creation, while the additional integrations with a suite of third-party services like DocuSign, Adobe Sign, and more, expand its utility even further.

5. GaugeLabs Approval Analytics

GaugeLabs Approval Analytics is a dream come true for anyone involved in the approval process. Create detailed approval reports and dashboards, and schedule them as needed. This app shines in its ability to track every stage of the approval process – pending, approved, or rejected. Custom reports allow you to analyze and improve your approval workflows by pinpointing the bottlenecks that can be eliminated for better functioning.

6. Apsona for Salesforce

Apsona for Salesforce is a dab hand in the field of data management. Whether you need to chart reports on dashboards or delve into the complexities of pivot tables, Apsona simplifies these tasks. It's designed for those who require a comprehensive view of their data, presented in an easily digestible format, making it invaluable for informed decision-making.

Your edition and user licenses will determine if your organization can enable and use Lightning Experience.

AllianceTek: Empowering IT Solutions

AllianceTek provides a full range of software development solutions that will grow your business and align your people, processes, and systems. We provide a complete suite of Salesforce services—from advisory work to migration, implementation support and also maintenance.

For more information, click here on how we will partner with you.

Call us at 484-892-5713 or Contact Us today to know more details about easing the Pain of report generation with Salesforce.