AESGroup

In a system where Sales and Marketing, Customer Services, Technical and Management are working collaboratively, staff in each department need to access information in a flexible way.
 

About > reporting | and whom needs reports?

As well as seeing the exact information on every record in the system, whether Customer data, Contacts, Complaints, Call Reports, Project Requests or Project status info, other requirements might include:[h2]Account Managers

  • Which customers did I visit last month?
  • When am I due to return to Company X?
  • How many projects have I which are still open?
  • How many of my projects failed last year?
  • What is the discussion history for my last 6 visits to Company Y?
  • Which technical staff are developing my customers projects?
  • How long have projects been running (by customer and project name)

Technical Staff

  • Which projects came in today?
  • Which projects completed today?
  • Which samples are we sending out today (with a Sample invoice)?
  • Which project failed last month - for what reasons?
  • Which projects have had no response and are overdue?

Customer Support

  • Which lab/ factory produced this problem sample?
  • What were the crucial times we missed for this customer?
  • Which labs/ factories are available for this customers needs?
  • When was the last time this company had a visit?

Management

  • How many projects have we started (by account manager)?
  • How many projects have we completed (by account manager or by lab/factory)?
  • What income did we make last month by customer, account manager, lab/factory?
  • What are our most popular products?
  • What income did we lose last month?
  • Why did we lose out?

Note that there may be several layers of management - Company management, Division management and Corporate management, all of which will need to see the information pertinent to their needs. So for example at the corporate level it is pertinent to run a report which asks how each division is performing, which General managers will generally look at the performance of their business within a division.

Special reports

As well as the ability to create basic reports, CAMS also contains a number of Specialist reports which integrate information from several tables to provide comprehensive management information.

These include:

The what and how of reports

The CAMS system runs two types of reports. The first is a comprehensive reporting package which enables users to create and share reports. This means that users can create just the report that they need. This package is supported by Maths reports which permit counting, averaging and totaling information, and by Public reports which are provided for everyone to access.

Pipeline Report

Detail of potential sales over a specific period of time.

Daily Lab Report

New Sample or Project Requests for Laboratory Allocation.

Sample Invoice (from date dispatched)

Produce an invoice/delivery note to accompany samples sent to a customer.

Account Manager Weekly Project/Sample Report

Number of new projects, plus open and closed projects for a specific period.

Tech staff Weekly Project/Sample Report

Number of new projects, plus open and closed projects for a specific period for each member of technical staff.

Account Manager Call Outcomes

Calls made and results in a specific period.

System Usage and Summary Report

Shows the use of the system by users over a specified period of time.