Every organization, whether it is big or small, runs on a project basis mostly. These projects are usually of different tenures. Some are long term others are short term. What is expected in these organizations is report generation, either after every field visit or an internal inspection of how far the projects have progressed is reported by the organization’s employees.

Every activity in an organization is mentioned in the report. With the invention of computers, reports are now submitted using CRM software which has been very advantageous for businesses.

Advantages of writing a report on a CRM

Predefined format for reports

The biggest advantage of writing a message through the CRM is that there are predefined formats. If you are new to an organization, it is obvious not to know the report’s design, but when you are sending the information through the CRM, you don’t require formatting knowledge. There is a predefined format for the messages stored in the system, whether it is an appraisal report or a feedback report. You need to fill in the necessary fields and click on submit.

If you don’t have prior experience about which fields to fill, you should focus on the areas with a star marked on one side. The fields that generally are not starred are not mandatory, but if you see a red star beside the field, you should know that it is compulsory to fill the field.

1. You don’t have to write lengthy pages-

When reports were written manually, you needed to write more, but not anymore. Filing a message through the CRM hardly takes a few minutes. You need to be to the point and answer only what is being asked.

2. Can access and submit the reports from anywhere

You can access the reports from anywhere and send them with just a click of a mouse.

3. Get instant feedback for reports.

Today thanks to CRM systems, you don’t need to wait for your feedback. Feedbacks of the reports are generated within 24 hours of report submission.

Conclusion

Therefore, it can be said that companies have accelerated their work speed by introducing report integrated CRM systems. Now you can get formatted report forms at the click of a mouse and expect the feedback of your information to reach you within 24 hours. The predefined formats installed in the software give your report a professional look.