I see customers trying to implement CRM systems with super-sized reporting requirements which can produce a disastrous user experience.
I was at a customer function and was asked about best practices directly tied to CRM dashboards and reporting. The customer’s question was specific to report performance and user experience when individuals are empowered to create personalised dashboards and/or reports. Could building personalised dashboards drawing from the entire CRM data model bring the CRM system to its knees?