CRM Reporting Tool

Care UpClose is our specially designed reporting tool that was created specifically to report on the data captured into your Care system. It is the ultimate management reporting tool and is considered by many to be the most advanced program of its type.

UpClose allows you to analyse collated data to identify product performance, consumer satisfaction, behaviour and marketing trends. It can identify potential hotspots and areas that you can target for performance improvement.

Care UpClose creates detailed analysis reports in an easy-to-read graphical style that can highlight trends, identify repeat responses, pin-point problem sources, compile marketing profiles and show the financial impact of issues and issue resolution on your organisation.

You can drill down on reports to view all of the details relating to a trend or potential hot spot. You can also perform CPM (complaints per million) analysis or utilise visual data overlay graphs to provide context for your contact data - overlays can consist of sales, manufacturing or other data.

You can generate executive summaries, quarterly reports or end of month reports with the click of a mouse, saving hours, days or even weeks of data collection, collation and manipulation. Report scripts may be created, saved and run in batches (i.e. without operator intervention) at times that suit your staff or system schedules, enabling further efficiencies to be realised.

Care UpClose boasts an impressive import/export feature that allows data to be passed to and from spreadsheet, word processing or presentation programs or to your mainframe systems, allowing for data integration into other systems.

UpClose features include, but are not limited to, the following:

• Customisable report criteria provides the flexibility to generate almost any report type
• Reports generated in Microsoft^® Word format
• Ability to export to Microsoft^® Excel for further analysis
•  Ability to report on service costs and perform financial impact analysis
• Report on follow-up actions required to resolves issues
• The ability to create CPM and 3-Sigma reports
• The ability to create customised SQL reports
• The ability to create and print Questionnaires and satisfaction surveys