Improve Reports: Cold Customers


#1

Description: I asked about this quite some time ago and never heard back from anyone. There are quite a few simple reports which aren’t available and would be incredibly useful to have. One in particular would be to get a list of customers who haven’t ordered for a specified amount of time.
Why is this feature important?It would allow us to increase sales by re-engaging these cold customers.
If we do not work on this feature, how will this impact your business? We will have no easy way to see where/when our customers are dropping off.


#2

Agree. Intelligence are missing a lot of basic functionality which has been requested by many.


#3

+1 this. Currently we have to do an export of sales orders, and create an excel pivot table to sort by account, by latest order. This is a time consuming workaround which can easily be addressed with internal reporting.


#4

Contacted TG today asking for an update on this.


#5

Hi Bee, Thank you for the feedback, we appreciate that this is an important feature for you, however it is not on our short-term roadmap to develop CRM function at this time. We’ll update this post when there are changes to this feature!


#6

Hi Danny

Thanks for getting back to me. It is just frustrating as this is such a standard report and I don’t feel like I’m asking for anything out of the ordinary. I’m pretty sure you could ask anyone and they would tell you that this would be a helpful feature. Every other CRM/stock system I’ve ever used has had this report as standard.


#7

Danny, do you really consider this as “CRM functionality”?
What bee is asking for is a report with a few extra variables.
If searching for customers “with” or “without” “turnover” “before” or “after” or “equal to” a “specific time” is CRM functionality, then will running one of the other customer related reports be CRM functionality as well, or am I missing something…?