The Customer Creation report is used to view the CRM records created on the system for the
first time within a specified date range. This report is useful for spotting areas of the business
where data collection is failing to reach the standard required.
To access the Customer Creation Report, select the option from the left hand menu.
Using the ‘Company Structure’ field, it is possible to view CRM records created by specific
departments within the business or to view at Division or Enterprise level (subject to the access
level of the user). In this way, the report can be narrowed to assess the quality of data collection
by specific departments. Alternatively a particular salesperson can be specified. The date range
fields are used to allocate a time frame to the report. Once the requirements have been
specified as needed, select the “Generate” option to create the report. The CRM records
returned populate the lower half of the screen.
The customer name is displayed, along with the company name, address, telephone and mobile
telephone numbers and a main email address. The number of vehicles owned is also displayed.
The report layout provides users with an at-a-glance opportunity to view the quality of CRM data
being recorded on the system.
Any customer creation result displayed can be double clicked, allowing the user to access the
CRM record to which it relates – and to discover which user was responsible for the creation of
the record. It is best practice to check this report regularly to ensure that the information held
by the system is useful for prospecting purposes and that data capture of customer information
is of a uniformly high quality across the business.
The Customer Creation report can be printed by selecting the “Print” option from the bottom of
the screen – alternatively the “Export” option can be used to download the content of the
report into Excel as a .csv file. The report export contains additional information, Company,
Division, Branch and Department names where the customer is associated.