The webinar will cover reporting in InTouch CRM, including the basics of ensuring data is fit for purpose, customizing reports, different types of contact and business reports, why reporting is important, filling data gaps, and next steps. The webinar will start at 19:00 GMT and include an agenda covering the who, what, where, why and how of reporting as well as a Q&A session and final thoughts.

1. Reporting – Slicing and Dicing your
Data
We will be starting at 19:00 GMT

2. InTouch Success Centre
http://support.intouchcrm.co.uk/

3. https://www.facebook.com/intouchcrm
https://twitter.com/intouchcrm
http://www.linkedin.com/company/intouchcrm

4. Matthew Ruddle
Customer Success Director
@MattRuddle
http://www.linkedin.com/in/matthewruddle

5. Agenda
• The Basics – Your data, is it fit for purpose
• Custom Reports – Who, What, Where,
Why and How
• Contact Reports Vs Business Reports
• Why Reporting is So Important
• How can I fill in the blanks in my data
• Q & A
• Final Thoughts

6. The Basics

7. Who
• Before Starting a Report….. WHO are you
aiming for?

8. What
• What are you wanting to achieve with this
report?
• What’s the end goal?

9. Where
• Where has the data come
from?
• Is it OPTED IN?
• Is it Purchased?

10. How
• How is this end goal going to
be achieved?
• Email?
• SMS?
• Live Calls?

11. Custom Reports

12. Contact Reports
Vs
Business Reports

13. Contact Reports
It’s about the people – it’s a report on the contact records both the
standard fields and custom fields associated with them
It assumes you know your data

14. Business Reports
It’s about the Business – it’s a report on the Business records both the
standard fields and custom fields associated with them
BUT – it returns the CONTACTS associated with them
After all….. You communicate with people AT those businesses

15. Why Reporting
is
So Important

16. Machine Gun Marketing? Or Sniper
Focussed?

17. Bite size chunks rather than one lump!

18. How Can I Fill
The Blanks
In My Data

19. Update Forms

20. Q & A

21. Final Thoughts

22. You must segment!

23. What’s Next?

24. When is the next Webinar?
• 13th of May / 1900hr GMT
• What’s it on? Breaking Down Your Email
Reports
• https://intouchcrm.clickwebinar.com/breaking
-down-your-email-reports/register

25. InTouch Success Centre
http://support.intouchcrm.co.uk/

26. https://www.facebook.com/intouchcrm
https://twitter.com/intouchcrm
http://www.linkedin.com/company/intouchcrm