We have considerable ease in CRM Module for recording Data.
But, these data would be valuable only if they can be utilized. There can be two basic purposes for this data for any Company.
Data Analysis - Basic Report missing is "Enquiry/Opportunity Analysis. (How many Enquiries received in terms of Quantity & Value, How many Won/Lost - Territorywise, Product/Groupwise, customer groupwise).
Data Usage - We cannot filter the Customer data to send mailers (there is no interlink found to have combined report with Customer & Contact which can filter Contact list by fields of customers like Territory, Industry type, Customer Group, et al.)
Whether anyone has found solution of above requirement? If yes, please help.
It depends on how you are using the system and how is lead/opportunity classified as won/lost etc. Such a report would have to be a SQL or Script report based on how your system is configured functionally.
If you are using single doc type to track all this, then you can take a dump in excel and create the details there (If you don’t want to customize)