What this solution gives you:
- A real-time report that shows your new and returning customers within a given period
- It will also shows your pipeline value (open opportunities) and sales value (won opportunities) by customer type (new or returning)
- A link to a custom report that you can access anytime
- A PDF copy of the same report sent to your inbox every first day of the month, or on your preferred schedule
How we will deliver this solution to you:
- We will send you an order document to fill out.
- When you return the completed order doc, we will review it and reach out to you in case additional information is required.
- We will start building the report give an estimated date when it will be completed.
- Once completed, we will provide the link to the report and schedule a PDF copy to be sent to you and your team on yor preferred schedule.
Cost to implement:
- A number of reports are included. Please refer to the pricing page