Salesforce Reporting: The Ultimate Guide
Organizations are slowly starting to see the benefits of having a comprehensive CRM system to track their sales activities and manage their customer relationships better.
Salesforce – arguably the most sophisticated tool on the market right now – is packed with a range of service, sales, and marketing automation features to help you identify leads and convert them into customers, all on a unified interface.
To get the hang of the tool and consequently get the most out of it, you may want to receive Salesforce reporting training from someone who has experience using it. We shall discuss the importance of that in-depth, but first, you need to understand what a Salesforce report is all about.
What is Salesforce Reporting?
A Salesforce report is a list of records or data that meet the criteria you define. Let’s say you want to view all the leads that are open within a certain geographical area, that folder that holds the data is a report.
Reports can be built from any standard object, including contacts, accounts, opportunities, and leads. Salesforce external objects reporting is the same as standard and custom objects reporting in many aspects, only it uses external systems such as Amazon, Oracle, and Workday to store data.
Is Salesforce a Reporting Tool?
Salesforce is a customer relationship management (CRM) tool that helps you view all your data from a localized platform. Reporting tools help you break down and make sense of the data in the CRM. Reporting tools are used within the CRM. Salesforce reporting training can help you utilize these tools better and present data to leaders and planners in the most comprehensible way.
Read on for the four ways Salesforce reporting training can help you get the most out of your reporting tool, the Salesforce CRM, and your sales team as a whole.
#1 Salesforce Reporting Training Eases the Learning Process
Lots of people have become Salesforce reporting gurus without pursuing a Salesforce reporting 101 courses. It is possible, but it will take you forever. Salesforce is quite comprehensive and reaching the point where you have mastered individual subdivisions may mean spending weeks using and studying the platform.
Skipping the hassle and going straight to a real professional for training speeds up the process and delivers the goods a lot quicker. What’s more, it motivates employees and instills in them a sense of seriousness knowing the organization is actually parting with money for them to receive the knowledge.
The unhealthy internal competitions are scrapped too, with every member – the more talented and less talented alike – equally acquainted with preparing reports.
#2. Training Improves Productivity
If you want all your business decisions to be data-based and the Salesforce software to be at the center of your sales and marketing operations, then you must get each of your team members to be familiar with it. Training the whole team also makes it easier to point out what everyone is better at.
#3. It Enhances Data Regulation
Medium to large enterprises is likely to have multiple layers in their sales and marketing departments, with each unit building from data generated by other units. This is great as it enhances accountability, but also a potential setback as mistakes can be carried onto the higher end of the salesforce.
For example, if there is an error in a historical reporting Salesforce snapshot, all reports that include the snapshot later will most probably be erroneous. When everyone is trained in using the CRM, flaws are minimized and accuracy in the end product is increased.
#4. Salesforce Reporting Training Improves Customer Service
Whether you are an independent marketing agency or a sales manager using Salesforce, having a trained team improves service to customers. When a client comes in with an inquiry or a complaint, they will likely be served with the first agent they approach rather than get handed over to another more knowledgeable agent. Both the client and the company benefit from this in that the former’s issue will be addressed quicker and the office will be less congested and more organized.
The list of benefits of putting your team through Salesforce Reporting 101 is endless. The most important thing to do is to ensure the training is done by an experienced professional with learning resources that can be accessed readily by members of your team.
How do I Create a Report on Salesforce?
Contrary to popular opinion, there is nothing really complicated about creating reports in Salesforce. What separates the great from the good is the ability to filter data in such a way that it returns the needed leads only. The reporting tool you use may also determine how well your reports turn out.
In Salesforce, you can assess your data in hundreds of combinations and share broken down data with your team and other departments.
An easy-to-use drag-and-drop tool called a Report Builder helps you create, edit, and export reports. It consists of three panes: the Fields Pane, the Preview Pane, and the Filter Pane. Your first step in creating a report is getting rid of the fields you do not want and dragging and dropping the ones that you need in the Preview pane. Next, you will filter the selected data fields so that you only see the data you want.
You can use the custom filters that come with the premade reports or create custom ones. Also, at any stage of the report building, you can change the report type and add or remove charts to your liking.
Once you are done, click “Run Report” and Salesforce will show you the final report. Prior to this, you will only be seeing a preview of your report.
What are the Standard Reports?
There are three types of Salesforce reporting:
- Salesforce external objects reporting
- Salesforce standard objects reporting
- Custom objects reporting
While Salesforce external objects reporting uses data from external sources as opposed to objects within Salesforce, the procedure for building reports is largely the same in all three types of reporting. Standard reports are provided by Salesforce by default.
What is Salesforce Omni-Channel Reporting?
Salesforce Omni-Channel reporting is a new tool designed to help heads of sales teams assign work to agents in real-time. In it, you can calibrate rules to have certain types of work sent to specific team members automatically. Currently, Salesforce Omni-Channel reporting supports chats, cases, leads, social posts, custom objects, orders, and SOS video calls.
What is Live Agent Reporting Salesforce?
Live agent reporting Salesforce users have the ability to communicate with their website users in real-time. With built-in features such as a universal inbox and automated ticker distribution, the Live Agent reporting Salesforce tool may prove especially useful to small organizations with few support agents.
How Many Types of Reports does Salesforce Support?
Conventionally, reports are broken down into standard reports and custom reports. By visualization, however, there are four types of reports that Salesforce can support:
- Tabular reports
- Summary reports
- Matrix reports
- Joined reports
Similar to spreadsheets, tabular reports are easy to create and make for the most basic way of displaying reports. They show fields arranged in columns and matching records in rows.
Summary reports are more sophisticated and are mainly used in grouping records. Grouping is done on the basis of the value of the selected field.
Matrix reports and summary reports are similar in a number of ways, only the former allows for grouping on both the rows and the columns. Matrix reports may thus be more useful if grouping is needed on the column data as well.
Lastly, there are the joined reports, which as their name suggests, let you combine several types of reports.
What are the different types of dashboards in Salesforce?
Salesforce dashboards are designed to help users view, analyze, adjust, and optimize various features and aspects of the customer relationship management system. They enable users to see multiple components at the same time and can be refreshed to display the most current data. Here are the four common types of dashboards
- Strategic Dashboards: Strategic dashboards are used to track and assess an organization’s progress towards long term goals and objectives. They help the senior executives in an organization get a more compact picture of the organization’s performance in specific areas over given timeframes. They can also be used for historical reporting Salesforce purposes.
- Operational Dashboards: Operational Salesforce dashboards are used to monitor daily business operations. They home in on area-specific details and various departments may have their own customized dashboards.
- Analytical Dashboards: Compared to operational dashboards, analytical dashboards are fairly sophisticated and may take in data from other dashboards for further analysis. They can be used by historical reports Salesforce teams for progress assessment over longer timeframes.
- Tactical Dashboards: Tactical dashboards are even more analytic. They are used to manage the individual processes that make up an organization’s main strategic moves.
An all-inclusive CRM like Salesforce will help you understand your customer-based better and improve your sales and marketing tactics.
But your reports are only as effective as the data that sits within your CRM… Ebsta Team ensures that all of the relationship data between your sales team and their prospects is in AND is kept up to date in Salesforce.