Which reports require the activation of advertising features
Which reports require the activation of advertising features? It is a commonly asked question by many who are not familiar with CRM software. The answer to this question varies from company to company and application to application. What it means to have advertising features is how the data is used or aggregated in order for the reports to be meaningful. Advertising features include but are not limited to the following:
A. The ability to use the feature for reporting. Advertising reporting can be very useful to your company if it is an accurate representation of the state of your business. When a person uses the feature to view the last week’s sales for example, they need to be able to link that activity to the specific advertising feature used or the account that was used in order to pull the data in. If a feature does not allow for this capability, the person is effectively being tricked into using a fake feature which can lead to inaccurate or even fraudulent activity.
B. The ability to use the feature for trending and analysis. This is a particularly useful feature if you want to track the effectiveness of a particular advertisement campaign. By using the tracking feature on your CRM software, you can discover which advertisements are bringing in a lot of sales while another advertisement is not doing so well.
C. How the feature can be customized. Advertising reports do come in a wide variety of formats. They also come in varying widths. Some are easier to read and understand than others. Depending on how your company wants to interpret the data and utilize the report, the format you choose for your feature can determine which reports require the activation of advertising features. In addition, the report may not be appropriate for your company if the reports require that the feature is turned on by a trained employee.
D. Which reports can be customized or modified. If your company processes reports from many different locations or sources, it may be necessary to have one centralized location in which all employees can access information about current sales trends, and evaluations. If the feature only pulls data from one source, there may not be room for your imagination or creativity in how the information can be presented.
E. Which reports require the activation of advertising features depends on whether they are intended to be directly used by the end user or if they are intended to be saved and forwarded to third parties for further analysis and research. If they are to be used directly by end users, you need to ensure that the feature is compatible with the application used to run the CRM. Many companies make the mistake of thinking that any good CRM software will automatically require the activation of advertising features. This is simply not the case. Good CRM software does not assume that the user wants to advertise; good CRM software is designed so that the user can do so intelligently. This feature is generally referred to as “ad marketing” in the industry.