CRM Software - Custom Report - Customers we haven't contacted recently |
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In Amphis Customer there are many Built-in Reports and you can also create Custom Reports to suit your business requirements. The following are some example Custom Reports you can use to show customers we have not contacted recently if at all.
You can create a custom report using the Custom Report Builder (from the Reports->Custom Report Builder menu)
For more information on how to create a custom report, see Create Custom Reports
The first report shows customers where there are no history entries at all ie we have not contacted the customer and they have not contacted us.
Here is the SQL command you need to enter when creating this custom report. (Don't worry if you have no idea what this means - you just need to copy and paste this into the Report Builder).
SELECT displayid as CustomerId, CompanyName, LastName, FirstName from customer c where not exists (select * from history h where c.customerid = h.customerid)
And here is an example output from the report showing a list of customers where there are no history entries ie no record of us contacting the customer or them contacting us.
You can click View Customer to display a customer record, or export the results to a spreadsheet, or add all the customers to a group so that you can Mail Merge to send them all a letter. Or you can just print the results.
This report shows customers where there has been no contact in the last 90 days (roughly 3 months) determined by the fact that no history entries have been created in the last 90 days.
SELECT displayid as CustomerId, CompanyName, LastName, FirstName from customer c where not exists (select * from history h where c.customerid = h.customerid and h.displaydate > DATE()-90 )
This report shows Sales Leads (ie customers with a status of Sales Lead) where there has been no contact determined by the fact that there are no history entries.
SELECT displayid as CustomerId, CompanyName, LastName, FirstName from customer c, lookup_customerstatus s where not exists (select * from history h where c.customerid=h.customerid) and c.customerstatusid = s.lookupkey and s.lookupvalue = 'sales lead'
This report shows Sales Leads (ie customers with a status of Sales Lead) where there has been no contact in the last 3 months.
SELECT displayid as CustomerId, CompanyName, LastName, FirstName from customer c, lookup_customerstatus s where not exists (select * from history h where c.customerid=h.customerid and h.displaydate > DATE()-90 ) and c.customerstatusid = s.lookupkey and s.lookupvalue = 'sales lead'
To run reports for Sales Prospects or any other customer status you are using, simply copy one of the above reports and replace 'sales lead' with 'sales prospect' or whichever customer status you are interested in.
(You can also get some free help to create a CRM Custom Report in Amphis Customer, by clicking here)
Disclaimer: we develop custom reports at no charge, often at the request of clients. We cannot guarantee that these custom reports will produce exactly the results you want to achieve, but we try to develop custom reports that could be useful for the majority of our clients.
Home Page Site map CRM Software FAQ Import Customers from Spreadsheet Contact Database Share Customer Data between PCs Download FREE CRM Software 30 Day Trial
