### Contents - [**Articles**](#resources-articles) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) # CRM Software Resources ##### Articles, Glossary Terms, Discussions, and Reports to expand your knowledge on CRM Software Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [articles](#resources-articles) from our experts, [feature definitions](#resources-glossary_terms), [discussions](#resources-discussions) from users like you, and [reports](#resources-reports) from industry data. [ContentsExpand/Collapse Contents](#) - [**Articles**](#resources-articles) - [**Glossary Terms**](#resources-glossary_terms) - [**Discussions**](#resources-discussions) - [**Reports**](#resources-reports) ## CRM Software Articles [![Sales Prospecting: Tips and Tactics for a Strong Pipeline](https://learn.g2.com/hubfs/prospecting.png "Sales Prospecting: Tips and Tactics for a Strong Pipeline")](https://www.g2.com/articles/sales-prospecting) [ ### Sales Prospecting: Tips and Tactics for a Strong Pipeline ](https://www.g2.com/articles/sales-prospecting) Maintaining a healthy sales pipeline hinges on effective sales prospecting [ ![Harshita Tewari](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Harshita Tewari") HT ](https://learn.g2.com/author/harshita-tewari) by Harshita Tewari [![Sales Cadence: What It Is, Importance, and How to Build One](https://learn.g2.com/hubfs/sales%20cadence%20FI.png "Sales Cadence: What It Is, Importance, and How to Build One")](https://www.g2.com/articles/sales-cadence) [ ### Sales Cadence: What It Is, Importance, and How to Build One ](https://www.g2.com/articles/sales-cadence) When new leads enter your pipeline, the worst thing you can give sales reps is freedom without direction. [ ![Harshita Tewari](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Harshita Tewari") HT ](https://learn.g2.com/author/harshita-tewari) by Harshita Tewari [![15 Best Free CRM Software in 2024](https://learn.g2.com/hubfs/G2CM_FI551_Learn_Article_Images_%5B10_Best_Free_CRM_Software%5D_V1b.png "15 Best Free CRM Software in 2024")](https://www.g2.com/articles/free-crm-software) [ ### 15 Best Free CRM Software in 2024 ](https://www.g2.com/articles/free-crm-software) As a salesperson in a small business, you juggle endless spreadsheets, a flooded inbox, and constant pressure from leadership and clients alike. Plus, your budget stays tiny. The result? Missed opportunities, wasted time, and burnout. [ ![Devyani Mehta](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Devyani Mehta") DM ](https://learn.g2.com/author/devyani-mehta) by Devyani Mehta [![What Is Marketing Attribution? How to Measure It](https://learn.g2.com/hubfs/G2CM_FI913_Learn_Article_Images-%5BPermission_Based_Email_Marketing%5D_V1b-1.png "What Is Marketing Attribution? How to Measure It")](https://www.g2.com/articles/marketing-attribution) [ ### What Is Marketing Attribution? How to Measure It ](https://www.g2.com/articles/marketing-attribution) Each stage of the sales funnel—from awareness to consideration to purchase—requires a unique strategy. [ ![Lauren Pope](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren Pope") LP ](https://learn.g2.com/author/lauren-pope) by Lauren Pope [![The 7-Step Guide to a Sales Process: From Lead to Close](https://learn.g2.com/hubfs/G2CM_FI372_Learn_Article_Images_%5BNon-Profit_Marketing%5D_V1a.png "The 7-Step Guide to a Sales Process: From Lead to Close")](https://www.g2.com/articles/sales-process) [ ### The 7-Step Guide to a Sales Process: From Lead to Close ](https://www.g2.com/articles/sales-process) Let’s make a deal. [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![Permission Marketing: How to Earn Customer Trust With Ease](https://learn.g2.com/hubfs/G2CM_FI1100_Learn_Article_Images_%5Binfluencer_marketing_statistics%5D_V1b.png "Permission Marketing: How to Earn Customer Trust With Ease")](https://www.g2.com/articles/permission-marketing) [ ### Permission Marketing: How to Earn Customer Trust With Ease ](https://www.g2.com/articles/permission-marketing) Nobody likes being a member of a captive audience. [ ![Lauren Pope](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren Pope") LP ](https://learn.g2.com/author/lauren-pope) by Lauren Pope [![What Is ERP Implementation? Steps, Strategies, and Risks](https://learn.g2.com/hubfs/G2CM_FI854_Learn_Article_Images_%5BERP_Software_India%5D_V1b.png "What Is ERP Implementation? Steps, Strategies, and Risks")](https://www.g2.com/articles/erp-implementation) [ ### What Is ERP Implementation? Steps, Strategies, and Risks ](https://www.g2.com/articles/erp-implementation) The implementation of a software system—particularly one as complex and expansive as an Enterprise Resource Planning (ERP)—requires a holistic knowledge of not only the software in question but also an intense understanding of your organization’s business operations and workflows. [ ![Piper Thomson](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Piper Thomson") PT ](https://learn.g2.com/author/piper-thomson) by Piper Thomson [![10 Ways to Make Your Next Sales Negotiation a Win-Win](https://learn.g2.com/hubfs/sales-negotiation@2x.png "10 Ways to Make Your Next Sales Negotiation a Win-Win")](https://www.g2.com/articles/sales-negotiation) [ ### 10 Ways to Make Your Next Sales Negotiation a Win-Win ](https://www.g2.com/articles/sales-negotiation) The likelihood of someone signing the first draft of a sales contract is slim.  [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![What is CRM? How It Helps Boost Sales and Efficiency](https://learn.g2.com/hubfs/what%20is%20crm-1.png "What is CRM? How It Helps Boost Sales and Efficiency")](https://www.g2.com/articles/what-is-crm) [ ### What is CRM? How It Helps Boost Sales and Efficiency ](https://www.g2.com/articles/what-is-crm) Getting a customer to buy your solution is only half the battle.  [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![How to Write a Cold Email That Works (+ Free Template)](https://learn.g2.com/hubfs/G2CM_FI986_Learn_Article_Image_%5BCold_email%5D_V1b.png "How to Write a Cold Email That Works (+ Free Template)")](https://www.g2.com/articles/cold-email) [ ### How to Write a Cold Email That Works (+ Free Template) ](https://www.g2.com/articles/cold-email) Five seconds.  [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![16 Best CRM Software in India for 2024](https://learn.g2.com/hubfs/G2CM_FI512_Learn_Article_Images-%5BCRM_Software_In_India%5D_V1b.png "16 Best CRM Software in India for 2024")](https://www.g2.com/articles/best-crm-software-in-india) [ ### 16 Best CRM Software in India for 2024 ](https://www.g2.com/articles/best-crm-software-in-india) Businesses must put relationships over results, which isn’t to say results don’t matter. They do. But do you know what drives those results?  [ ![Washija Kazim](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Washija Kazim") WK ](https://learn.g2.com/author/washija-kazim) by Washija Kazim [![What Is Outbound Sales: Strategies, Tips And Tools For 2024](https://learn.g2.com/hubfs/outbound-sales.png "What Is Outbound Sales: Strategies, Tips And Tools For 2024")](https://www.g2.com/articles/outbound-sales) [ ### What Is Outbound Sales: Strategies, Tips And Tools For 2024 ](https://www.g2.com/articles/outbound-sales) Tring tring! [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![What Is a CRM Database?](https://learn.g2.com/hubfs/G2CM_BI095_Backlog_Images_%5BCRM-database%5D_V1b.png "What Is a CRM Database?")](https://www.g2.com/articles/what-is-a-crm-database) [ ### What Is a CRM Database? ](https://www.g2.com/articles/what-is-a-crm-database) Just what is a CRM database anyway? [ ![Marshall Lager](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marshall Lager") ML ](https://learn.g2.com/author/marshall-lager) by Marshall Lager [![10 Best CRM Software in Australia for 2023](https://learn.g2.com/hubfs/G2CM_FI752_Learn_Article_Images-%5BBest_CRM_Software_Australia%5D_V1a.png "10 Best CRM Software in Australia for 2023")](https://www.g2.com/articles/best-crm-software-in-australia) [ ### 10 Best CRM Software in Australia for 2023 ](https://www.g2.com/articles/best-crm-software-in-australia) Keeping track of your customers on a neverending Notes list no longer cuts it. [ ![Tanuja Bahirat](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tanuja Bahirat") TB ](https://learn.g2.com/author/tanuja-bahirat) by Tanuja Bahirat [![Claim Peace of Mind: Decode the Work of Insurance Adjusters](https://learn.g2.com/hubfs/G2CM_FI718_Learn_Articles_Images_%5BInsurance_Adjustors%5D_V1a.png "Claim Peace of Mind: Decode the Work of Insurance Adjusters")](https://www.g2.com/articles/insurance-adjuster) [ ### Claim Peace of Mind: Decode the Work of Insurance Adjusters ](https://www.g2.com/articles/insurance-adjuster) Like the saying, "When life gives you lemons, make lemonade," we often find ways to make the best out of difficult situations. [ ![Devyani Mehta](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Devyani Mehta") DM ](https://learn.g2.com/author/devyani-mehta) by Devyani Mehta [![Recap of Dreamforce 2022: Innovation and Sustainability](https://learn.g2.com/hubfs/people%20sitting%20in%20a%20crowd.jpg "Recap of Dreamforce 2022: Innovation and Sustainability")](https://www.g2.com/articles/recap-of-dreamforce-2022) [ ### Recap of Dreamforce 2022: Innovation and Sustainability ](https://www.g2.com/articles/recap-of-dreamforce-2022) Innovation and sustainability were two major themes at the annual Salesforce event, Dreamforce 2022. Industry conferences typically see the host company promoting its brand by handing out company swag to attendees. Dreamforce 2022 opted instead to focus on Salesforce's sustainability efforts by announcing plans to plant trees for each attendee as part of the company goal to plant one trillion trees by 2030 and provide donations to local public schools. In addition, the company that has helped fuel the CRM Software category announced updates and innovations to its product offerings, including Slack, Salesforce Sales Cloud Unlimited, and of course, Salesforce Genie. [ ![Blue Bowen](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Blue Bowen") BB ](https://learn.g2.com/author/blue-bowen) by Blue Bowen [![How to Prevent Customer Churn With Retention Marketing](https://learn.g2.com/hubfs/Customer%20Retention%20Marketing.png "How to Prevent Customer Churn With Retention Marketing")](https://www.g2.com/articles/customer-retention-marketing) [ ### How to Prevent Customer Churn With Retention Marketing ](https://www.g2.com/articles/customer-retention-marketing) Attracting new customers is cool and all, but do you know how to keep them around? [ ![Lauren Pope](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lauren Pope") LP ](https://learn.g2.com/author/lauren-pope) by Lauren Pope [![Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category](https://learn.g2.com/hubfs/lead-to-account%20matching%20and%20routing.jpg "Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category")](https://www.g2.com/articles/increased-adoption-of-lead-to-account-matching-and-routing-leads-to-new-g2-category) [ ### Increased Adoption of Lead-to-Account Matching and Routing Leads to New G2 Category ](https://www.g2.com/articles/increased-adoption-of-lead-to-account-matching-and-routing-leads-to-new-g2-category) It’s no secret that it can be quite difficult to manage all inbound leads into an organization. When a lead form from a survey or marketing event is completed, the lead often populates in the CRM software or other related sales account management software. While this lead populates in a CRM, sales and marketing departments spend lots of time to find the correct account that matches with the lead, as well as the salesperson who should be responsible for reaching out to that lead. [ ![Michael Gigante](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael Gigante") MG ](https://learn.g2.com/author/michael-gigante) by Michael Gigante [![Sales Operations: Your Behind-the-Scenes Revenue Generator](https://learn.g2.com/hubfs/sales%20operations.png "Sales Operations: Your Behind-the-Scenes Revenue Generator")](https://www.g2.com/articles/sales-operations) [ ### Sales Operations: Your Behind-the-Scenes Revenue Generator ](https://www.g2.com/articles/sales-operations) A lot happens behind the scenes of a sales department.  [ ![Mary Clare Novak](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mary Clare Novak") MCN ](https://learn.g2.com/author/mary-clare-novak) by Mary Clare Novak [![Why Customer Relationship Management (CRM) Is Still Relevant](https://sell.g2.com/hubfs/shahadat-rahman-voM1Z9cGPCU-unsplash.jpg "Why Customer Relationship Management (CRM) Is Still Relevant")](https://www.g2.com/articles/why-crm-is-still-relevant) [ ### Why Customer Relationship Management (CRM) Is Still Relevant ](https://www.g2.com/articles/why-crm-is-still-relevant) Customer relationship management (CRM) software is not a new technology. It first made its debut in the mid-'80s before the term CRM was even coined. The combination of database marketing and contact management was handy in a world just realizing the utility of relatively small and inexpensive desktop computers; businesses haven’t looked back since. [ ![Marshall Lager](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Marshall Lager") ML ](https://learn.g2.com/author/marshall-lager) by Marshall Lager [![How Gartner Got Confused: Sales Engagement Is Not Sales Enablement](https://learn.g2.com/hubfs/g2-vs-gartner-blog.png "How Gartner Got Confused: Sales Engagement Is Not Sales Enablement")](https://www.g2.com/articles/gartner-sales-engagement-sales-enablement) [ ### How Gartner Got Confused: Sales Engagement Is Not Sales Enablement ](https://www.g2.com/articles/gartner-sales-engagement-sales-enablement) All jokes aside, it’s a confusing time for sales professionals trying to find tools that can help them sell to buyers who just don’t behave like they used to. [ ![Michael Fauscette](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael Fauscette") MF ](https://learn.g2.com/author/michael-fauscette) by Michael Fauscette [![How to Build a Successful Business Development Team](https://learn.g2crowd.com/hubfs/business-development-team-featured-image.jpg "How to Build a Successful Business Development Team")](https://www.g2.com/articles/business-development-team) [ ### How to Build a Successful Business Development Team ](https://www.g2.com/articles/business-development-team) Every business wants to acquire more customers, right? [ ![Izabelle Hundrev](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Izabelle Hundrev") IH ](https://learn.g2.com/author/izabelle-hundrev) by Izabelle Hundrev [![How to Choose the Best Sales Technology for Your Industry](https://learn.g2crowd.com/hubfs/adeolu-eletu-38649-unsplash-1.jpg "How to Choose the Best Sales Technology for Your Industry")](https://www.g2.com/articles/industry-specific-sales-technology) [ ### How to Choose the Best Sales Technology for Your Industry ](https://www.g2.com/articles/industry-specific-sales-technology) Not all industries are the same, and their tech stacks shouldn’t be either. There are many vertical industry software products for most departments of a company, such as accounting, logistics, and HR, but industry-specific sales tech is often ignored. [ ![Gabriel Gheorghiu](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gabriel Gheorghiu") GG ](https://learn.g2.com/author/gabriel-gheorghiu) by Gabriel Gheorghiu Show More ## CRM Software Glossary Terms [![Digital Transformation](https://learn.g2.com/hubfs/G2CM_GI756_Glossary_Article_Images-%5Bdigital_transformation%5D_V1a.png "Digital Transformation")](https://www.g2.com/glossary/digital-transformation-definition) [Digital Transformation](https://www.g2.com/glossary/digital-transformation-definition) Digital transformation modernizes an organization’s products and processes with new digital technologies. Learn more about its types and the process. by Sagar Joshi [![Supplier Relationship Management](https://learn.g2.com/hubfs/G2CM_GI781_Glossary_Article_Images_%5Bsupplier_relationship_management%5D_V1a.png "Supplier Relationship Management")](https://www.g2.com/glossary/supplier-relationship-management-definition) [Supplier Relationship Management](https://www.g2.com/glossary/supplier-relationship-management-definition) Supplier relationship management is a process wherein the working relationships between buyers and vendors are maintained and optimized. by Holly Landis [![Lead Generation](https://learn.g2.com/hubfs/G2CM_GI704_Glossary_Article_Images-%5BLead_Generation%5D_V1b.png "Lead Generation")](https://www.g2.com/glossary/lead-generation-definition) [Lead Generation](https://www.g2.com/glossary/lead-generation-definition) Lead generation is a company's process for attracting potential customers or clients. Learn lead generation strategies, best practices, and benefits. by Kelly Fiorini [![Buyer Persona](https://learn.g2.com/hubfs/G2CM_GI596_Glossary_Article_Images_%5Bbuyer_persona%5D_V1a.png "Buyer Persona")](https://www.g2.com/glossary/buyer-persona-definition) [Buyer Persona](https://www.g2.com/glossary/buyer-persona-definition) Buyer personas are fictional profiles created using customer data to help marketers focus their messaging. Learn about creating and using buyer personas. by Holly Landis [![Video Conferencing](https://learn.g2.com/hubfs/G2CM_GI597_Glossary_Article_Images_%5Bvideo_conferencing%5D_V1a.png "Video Conferencing")](https://www.g2.com/glossary/video-conferencing-definition) [Video Conferencing](https://www.g2.com/glossary/video-conferencing-definition) Video conferencing is a way to hold live online meetings with audio and video, helping teams, customers, and partners connect from any location. Learn more by Holly Landis [![Customer Engagement](https://learn.g2.com/hubfs/G2CM_GI592_Glossary_Article_Images_%5Bcustomer_engagement%5D_V1a.png "Customer Engagement")](https://www.g2.com/glossary/customer-engagement-definition) [Customer Engagement](https://www.g2.com/glossary/customer-engagement-definition) Customer engagement measures how brands interact with clients throughout the customer's lifecycle. Learn about customer engagement models and the benefits. by Sagar Joshi [![Marketing Automation](https://learn.g2.com/hubfs/G2CM_GI576_Glossary_Article_Images_%5BMarketing_Automation%5D_V1a.png "Marketing Automation")](https://www.g2.com/glossary/marketing-automation-definition) [Marketing Automation](https://www.g2.com/glossary/marketing-automation-definition) Marketing automation is when software is used to automatically complete various marketing tasks by following triggered prompts. Learn about its benefits. by Holly Landis [![Sales Funnel](https://learn.g2.com/hubfs/G2CM_GI520_Glossary_Article_Images_%5Bsales_funnel%5D_V1a.png "Sales Funnel")](https://www.g2.com/glossary/sales-funnel-definition) [Sales Funnel](https://www.g2.com/glossary/sales-funnel-definition) Sales funnels represent the customer journey from prospect to purchase. Learn about benefits, best practices, and how they affect a business positively. by Holly Landis [![Enterprise Resource Planning (ERP)](https://learn.g2.com/hubfs/ERP-1.png "Enterprise Resource Planning (ERP)")](https://www.g2.com/glossary/erp-definition) [Enterprise Resource Planning (ERP)](https://www.g2.com/glossary/erp-definition) ERP systems merge and manage multiple business operations via a single platform. Read on to learn more about its applications, benefits, and challenges. by Harshita Tewari [![Sales Enablement](https://learn.g2.com/hubfs/G2CM_GI505_Glossary_Article_Images_%5Bsales_enablement%5D_V1b.png "Sales Enablement")](https://www.g2.com/glossary/sales-enablement-definition) [Sales Enablement](https://www.g2.com/glossary/sales-enablement-definition) Sales enablement is how a company supports its sales team with training, resources, and guidance. Learn the benefits and ways to create a strategy. by Mara Calvello ## CRM Software Discussions 0 Question on: Teamgate [how can i contact technical support?](/discussions/how-can-i-contact-technical-support) Can anyone help me find out how to contact technical support? Hi Lowin! If you've already browsed Teamgate's knowledge base and you didn't find an answer to your question, you can click on the little "Support" chat button in the bottom right-hand corner of the support page here: https://support.teamgate.com/hc/en-us. That will open up a contact window which you can use to reach the technical support team. You can also email their team at support@teamgate.com. Hope this helps! Thanks for posting your question on G2. -Stephanie Answered: Stephanie Graham on January 3, 2020 [Your answer](/discussions/how-can-i-contact-technical-support/comments/new?remote=true) 0 Question on: Agentforce Sales (formerly Salesforce Sales Cloud) [How do I figure out how to run report of my own sales techniques](/discussions/how-do-i-figure-out-how-to-run-report-of-my-own-sales-techniques) Running reports are hard Head to reports tab and click new report. You can also create dashboards or views within your own leads. Need more details on what you are looking for specifically. Answered: Ryan Chapman on February 4, 2020 I would need to know about your set up and exactly what you are trying to accomplish. Answered: Cindi Bierwerth on February 4, 2020 1. What "techniques" are you looking to track? 2. This is largely dependent on the privileges your organization grants to reps. Sometimes reporting features are limited. Answered: Katherine McEvoy on February 4, 2020 Salesforce offers a lot of options in Reports functionality. You can use existing types or create your own data type per your Organization customization and build a report your choice and need. Answered: Aishwarya Tkm (TCSL) on March 29, 2020 You can create reports on different types of records. If you are looking for your sales numbers, it would be best to choose the "opportunity" report. Then you can go to the second tab and add filters such as opportunity owner (you) and date that they closed, ect. Answered: Chandler Keenan on February 4, 2020 There are many different options in terms of types of reports available in SFDC. You can always build a new report from scratch simply by going to Reports and selecting New. However, when you are just starting the easiest approach is to look at the standard reports available in your implementation select something close to what you are looking for and then clone that report and use it as a starting point. It's often not necessary to reinvent the wheel. There are two easy ways to start; 1. Go to the tab for the type of reports you are looking for (Opportunities, Accounts, Leads, Contacts...) or 2. go directly to the reports tab and look for something close to what you want. Once you find something relevant create another version of the same report. Do this by clicking on Edit or Customize then click Save As and give the new report a name, select the location and save it. Once you have saved the report do all of your edits in it and Save it. Different data points are available to put in the report depending on the type. Select the logic you want to generate your report and then choose the columns you want to be displayed. You can group data to make the report easier to read e.g., group by rep name to be able to see totals by rep. You can also have the data in each column summarized if you want to show things like a sum or average. Answered: Mike Kramer on February 4, 2020 Salesforce is not necessarily used to improve upon techniques as much as it is to monitor performance. That being said if you’re tracking your leads and your closes you can determine whether or not you’re performing at a level where it might require a better performance on the quality of the leads or the length of time to close. Answered: JILL KIRSHENBAUM on February 4, 2020 [See more answers (6)](javascript:void(0);) [Your answer](/discussions/how-do-i-figure-out-how-to-run-report-of-my-own-sales-techniques/comments/new?remote=true) 0 Question on: Dynamics 365 Sales [will microsoft dynamics undergo more repackages](/discussions/16170-will-microsoft-dynamics-undergo-more-repackages) my question is based on the modifications of CRM applications They are updating annually their NAV product so I would assume they will be updating their CRM application as well. Answered: Matt Pohl on June 2, 2020 [Your answer](/discussions/16170-will-microsoft-dynamics-undergo-more-repackages/comments/new?remote=true) - [‹ Prev‹ Prev](/categories/crm/resources?discussions_page=284) - [1](/categories/crm/resources) - [2](/categories/crm/resources?discussions_page=2) - … - [281](/categories/crm/resources?discussions_page=281) - [282](/categories/crm/resources?discussions_page=282) - [283](/categories/crm/resources?discussions_page=283) - [284](/categories/crm/resources?discussions_page=284) - 285 - [286](/categories/crm/resources?discussions_page=286) - [Next ›Next ›](/categories/crm/resources?discussions_page=286) ## CRM Software Reports Mid-Market Grid® Report for CRM Summer 2026 G2 Report: Grid® Report Grid® Report for CRM Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for CRM Summer 2026 G2 Report: Grid® Report Momentum Grid® Report for CRM Summer 2026 G2 Report: Momentum Grid® Report Small-Business Grid® Report for CRM Summer 2026 G2 Report: Grid® Report Enterprise Grid® Report for CRM Spring 2026 G2 Report: Grid® Report Small-Business Grid® Report for CRM Spring 2026 G2 Report: Grid® Report Mid-Market Grid® Report for CRM Spring 2026 G2 Report: Grid® Report Grid® Report for CRM Spring 2026 G2 Report: Grid® Report Momentum Grid® Report for CRM Spring 2026 G2 Report: Momentum Grid® Report