Prime 9 Advantages of Shopper Reporting Automation in 2022



Buyer reporting informs your buyer concerning the progress they’ve made by working along with your firm, or the dearth thereof. Buyer stories are essential as a result of they reveal whether or not or not a change in route is required, have a good time successes, spotlight obstacles and bottlenecks within the course of, and be sure that all events are on the identical web page.

Nonetheless, manually gathering and presenting all of the paperwork, data, and particulars in a buyer report might be time-consuming and self-defeatingly flawed, as it might not replicate an organization’s true worth to the client.

An automatic consumer reporting resolution can are available in to handle these considerations. In that gentle, on this analysis, we go over what consumer reporting automation is and what advantages it brings to each the corporate and the client alike, similar to transparency, effectivity, and scalability.

What’s consumer reporting automation?

Shopper reporting automation is a software program that automates the consumer reporting course of and its consequence. The software program might be scheduled to begin a workflow on a sure date, collect the shoppers’ reporting numbers, robotically, from totally different ERP techniques, gather them, and import them on a spreadsheet.

From there, customers can program the answer to create a unique spreadsheet, pitting this month’s report towards final month’s, or towards any established benchmark. Afterwards, the customers can program the answer to robotically visualize the numbers by charts and graphs on PowerPoint, for instance, for extra context. Lastly, all of the figures and information might be packaged collectively and despatched to its designated recipient.


Wrk’s Shopper Reporting Wrkflw was the inspiration for what was mentioned above, for it makes reporting hassle-free, automated, and correct. With Wrk’s Shopper Reporting Wrkflw, companies can mixture their efficiency information for his or her shoppers, precisely report them on an automatic foundation, visualize them for simpler interpretation, and ship them alongside on a well timed method.

Capabilities of Wrk’s Shopper Reporting Wrkflw. Supply: Wrk

What are the advantages of consumer reporting automation?

Correct reporting

Automated options collect numbers as they’re proven on the databases. This implies until the programming codes have been incorrectly put in, the RPA bots employed within the software program will gather the numbers that replicate the true state of the event. Handbook errors, similar to placing an additional zero the place there shouldn’t be, or overlooking some units of knowledge, might be minimized. Purchasers will, subsequently, obtain a an correct report, that neither over nor below estimates the state of affairs.


As a result of all of the collected information by the reporting software program comes from ERP functions which have gathered mentioned information in real-time, each the corporate and the consumer can relaxation assured that the stories aren’t fabricated. Which means that if the consumer wished proof of a sure quantity, the corporate can simply direct the consumer to the place the reporting software program had gathered the info from.

Appropriate for all industries

Irrespective of the character of companies that the corporate supplies its shoppers, and for which it has to assemble efficiency information on, automated reporting options might be programmed to gathering the related efficiency information from totally different ERP techniques. Whether or not the corporate in query is promoting its shoppers fish, or does their promoting for them, So long as the efficiency information are tracked and saved on an ERP system, by way of API, the reporting resolution will seamlessly collect them.

Well timed reporting

Simply as e-mail drafts can now be scheduled to despatched to the recipient on a particular date and time, consumer stories would observe the identical path. This implies, as an example, that if the partnership contract had stipulated that stories needs to be despatched on the primary day of each month at 9AM, that would be the case. And that’s as a result of the software program might be triggered to begin at particular junctions, collect all the info in minutes, and promptly ship them alongside.

Elevated back-end effectivity

Most reporting processes includes copying and pasting totally different datasets from one software and column onto one other. And as “easy” as the method could sound, it’s menial, mind-numbing, and time-consuming.

An organization’s staff’ time might be spent extra productively elsewhere, the place they will focus their consideration and dedicate their time to value-oriented duties, similar to customer support, lead nurturing and extra. That’s as a result of the reporting resolution has now taken over the handbook duties that had been beforehand the accountability of staff.


The extra shoppers an organization has, the extra effort needs to be devoted to gathering the info pertaining to them. That is additionally true with the scope of a enterprise actions: the extra companies an organization supplies its shoppers, the extra software program platforms they should use to gather the related data.

The good thing about an automatic consumer reporting resolution is that it may be scalable to extra shoppers, and be built-in into totally different ERP platforms, with minimal further charges, IT intervention, and energy.

Knowledge-driven efficiency success

Automated, digitized stories depart a digital footprint. The extra environment friendly and correct an organization’s reporting, the extra leverage it should use its reporting success as a foundation for attracting new clients. And the guarantees it makes concerning the accuracy of its stories received’t be empty guarantees, as a result of it’ll have that digital footprint to again them up with.

Establishing long-term relationships with shoppers

An organization’s relationship with its present shoppers that it’s curating these stories for might be made deeper, and would last more, with a constant stage of efficiency. On-time consumer stories, correct reporting, and transparency would bond the client with the corporate extra carefully. Furthermore, the purchasers themselves can be extra more likely to refer the corporate to others.

Automated visualization for simpler interpretation

Plain numbers might be uninteresting, particularly to excessive stage executives that solely need some recognizable metrics to digest in a couple of minutes, as an alternative of shifting forwards and backwards between totally different tables.

Automated reporting options have in-built instructions for information visualizations. Even when the employees themselves are unfamiliar with graphics and visualization, they will create instructions for the bots to create charts and graphs on their behalf. Visualization of knowledge will make it simpler to interpret, learn, and perceive.

For extra on reporting

To be taught extra about reporting automation, learn:

When you consider your online business would profit from adopting a reporting software program, we have now a data-driven checklist of distributors ready.

Undergo them, and we’ll show you how to select one of the best one suited to your wants:

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