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12 Reports to Boost CRM Adoption and ROI – Part 2


Regular reporting delivers the key information and value that CRM users expect. Add these reports to help build more support for CRM adoption and encourage contact data sharing in your organization.

In our last post, we discussed contacts, companies and relationships reports. Reporting on activities, metrics, emails, subscriptions and other sign-ups will provide additional value for your team.

 Activities Reports

  1. BD Activities: Most firms struggle to collect information from their professionals on their business development activities – who they are meeting and interacting with, whether for formal pitches or just a conversation over coffee. Circulating reports of the known activities can prompt additional submissions from professionals who realize that their meetings are not included in the report.
  2. Speaking Engagements/Conferences: Another common complaint we hear from marketers is that they are not informed when professionals are attending a conference or participating in an event. Publicly circulating known engagements encourages other firm participants to add theirs as well. After all, they want credit too!

Metrics, Emails, Subscriptions and Sign-Up Reports

  1. Metrics by Practice: Professional services firms are usually staffed by driven, competitive personalities. For this reason, marketers have been increasingly relying on “gamification” tactics to encourage participation in business development and CRM initiatives. Calculating and circulating cumulative reports by practice area is a great way to achieve this. If you have one or two practices that are adept at producing captivating content, a tally sheet of metrics can be a great motivator for your other practice areas to join the competition.
  2. Bounces:  Email bounce reports are vastly underutilized real-time data quality indicators. Email marketing systems will automatically stop sending to email addresses that have “hard bounced” – meaning the email address is no longer valid or has had a given number of consecutive “soft” bounces, which typically happen for temporary reasons such as a full mailbox. While this is great for preserving your firm’s email sender reputation and helps to protect your domain from being blacklisted, it is important to also research and update those records or remove them from your system. Regularly circulating bounced email reports to professionals can give them valuable information about contacts who may have changed companies or locations and may also prompt them to update those records or even reach out to the individuals.
  3. Email Metrics Reports (click-throughs): While your professionals may be enthusiastic about generating content, often they don’t think to ask who has actually read that content. Clickthrough reports are the most accurate way to reveal which contacts are actually interested in your publications and can provide invaluable business development information. These reports are also useful when trying to encourage professionals to write more or to adopt a different style. For example, circulating quarterly clickthrough rates by practice is another great way to appeal to your professionals’ sense of competition with one another.
  4. Preference and Sign-up Form Submissions: There are two main reasons why you should be looking at your preference and sign-up form submissions. The first is to keep abreast of your contacts’ interests for business development purposes. For example, if you have a marketing list or area of interest that has grown in popularity over time, then it is important to regularly generate content for that list. Second, it is important to review new sign-ups to look for inappropriate submissions from individuals who should not be on the list or who may have been generated by malware attempting to infiltrate your system. Using a CAPTCHA (Completely Automated Public Turing test to tell Computers and Humans Apart) can assist with preventing malware issues but is not a substitute for regularly reviewing lists. 

While generating reports from CRM data is a relatively easy thing to do, marketers are sometimes leery of this approach to encourage CRM adoption out of fear that it will have the opposite result – we don’t want to call attention to the lack of important information in the system. But professionals are much more likely to add in their information when they (and everyone else) can clearly see that information is missing and could be beneficial. So, developing clear, concise and well-organized reports can actually result in an influx of previously undiscovered data, which can drive CRM system adoption and value for the professionals – and ROI for the firm.

 Read “12 Reports to Boost CRM Adoption and ROI – Part 1”

For more than 10 years, the team at CLIENTSFirst Consulting has been helping professional services firms and other organizations successfully select and implement CRM and eMarketing systems to maximize value, adoption and return on investment. If you need help achieving CRM Success, please contact us at 404-249-9914 or

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