What's the difference between Numerik Reporting and CRM Reporting?

First and foremost, Numerik is designed for the sales reps and managers on the ground, not business analysts. This provides a refreshing change of pace if you're used to using CRMs or BI tools for your insights. There's no need to go digging through mountains of data, all the right information is sitting there ready to go.

How can the sales reports in Numerik help me manage my sales team?

Numerik offers glanceable visibility on all the critical information a sales manager needs wherever they are, whenever they need it. Ideal for a eureka moment while on the go, or to delve into the details in a management meeting or rep performance review.

Do reps update Numerik alongside my CRM, ERP, and BI tool?

No, the app can sync with these tools so reps only need to interact with Numerik.

Glanceable Sales Reports | Numerik Field Sales Platform

Reports to engage and help reps on their mission.

Automated reports provide feedback and visibility on your team’s progress to making targets. Report on sales, outstanding quotes, leads to follow up, or even variances between customer purchases and targets for reps to followup.

Sales activity reports

Keep in tune with activity of reps and customers

Remove the mystery behind the performance of your reps and the spend of customers.

See an easy overview of rep activity, where they’ve been spending their time and customer interactions with the company.

Flexible reporting options

Report on live data or view a snapshot over a period of time

Whether you’re checking performance vitals in the now or looking for insights over a time frame, Numerik has the flexibility to give you the info you want, when you need it. All reports can be run and sent directly to management, reps or to the team live feed for all to see.

A total newsfeed of sales activity and results

Keep in the loop with what reps have been doing, their experiences with customers and the results they’ve achieved. Post feature call notes, rep updates, photos and even your own custom automated reports.

React or comment on any of these to discuss details with the team, gain additional insights, and to show reps their feedback is important and being read.

A great way to get your team in-tune with their targets and to encourage them to log notes regularly.

Reports designed for sales use with useful info right at your fingertips.

Receive the goldilocks zone of sales insights, providing useful information for sales reps and sales managers without bogging everyone down with mountains of data. Instead of wasting time on sifting through for the info you need, Numerik lets you focus your energy on getting the best sales results.

Reporting Simplified

Have reports posted to a familiar livefeed similar to your social media.

Automatic Insights

Save staff time by having key reports automatically published at your desired frequency.

Easy Setup

Reports designed for sales teams to create, use and customise. No IT or analysts required.

FAQs

Glanceable sales reports

Better utilized reps

Greater clarity on reps

More effective coaching

Reporting Simplified

Automatic Insights

Easy Setup

Frequently Asked Questions

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