Putting your contact information into a CRM system is one thing. Getting the data back out is an entirely different process.

Standard reports will meet most of it not all of your needs.  For those industries and organisations that have more specific, or personalised needs, you will need to use a more advanced reporting process.

Microsoft CRM includes SQL Reporting Services while GoldMine and HEAT supports custom reporting through Crystal Reports.  Caltech can customise reports for you, utilising the information that you keep in your CRM database.  If you already have internal reports that you use, we can analyse those reports and utilise these reporting features to continue supporting your reporting needs.

Our programmers have been making custom reports for our diverse client-base for many years. If you have a question about whether a particular reporting need can be met, contact us.

With all the information in your system you will need to be able to run reports to see exactly what is happening to your business.