We had years of sales data in ACT! CRM but no easy way to turn it into something the team could use. James built an automated report that pulls the key sales information and KPI performance straight from ACT! into Excel, which is exactly what we wanted. Better still, each regional rep automatically receives the figures for their own area, so everyone sees their own performance without anyone having to prepare or send it. It’s accurate, it’s on time every time, and it’s saved hours of manual reporting each month. I’d recommend James to any sales team that wants clear, reliable figures without the spreadsheet chasing