CRM Analytics: Leveraging Out-of-the-Box Reporting Solutions

What is CRM Analytics

CRM Analytics involves collecting and analyzing Customer Relationship Management (CRM) data to gain actionable insights that drive better business decisions. By using data from various customer-related sources, such as sales pipelines, customer profiles, and service interactions, and combining it with external data like market trends or social media feedback, organizations can uncover patterns, measure customer engagement, and make more impactful decisions in customer management. This strategic approach to CRM data enables improving customer experiences, optimizing marketing efforts, and ultimately increasing customer retention, revenue, and overall business growth.

Why is CRM Analytics important

In today's competitive business environment, understanding your most valuable asset—your customers—is crucial. CRM Analytics provides a comprehensive view of your customer base, allowing you to:

  • Monitor and control customer acquisition and retention costs effectively
  • Analyze the impact of marketing and sales activities on business outcomes
  • Ensure confidential and accurate handling of customer data
  • Conduct revenue-based analysis across multiple customer segments
  • Track trends in Leads, opportunities, sales pipelines and customer interactions

What can you expect from the CRM Analytics solution

Image
CRM Analytics screenshot 1

Our "Out-of-the-Box" CRM Analytics solution is designed to simplify and accelerate your journey toward data-driven customer relationship management. It empowers you to make smarter decisions, enhance customer satisfaction, and drive sustainable growth.

Here's what we offer

  • Comprehensive data integration: Our solution supports data from several CRM tools, like Salesforce and Teamleader, ensuring seamless integration and a holistic view of your CRM metrics. 
  • Powered by Qlik: leveraging leading Qlik Sense technology as a user-friendly front-end, our solution is built on a robust data platform that ensures seamless data integration and advanced analytics capabilities.
  • Self-Service Reporting: Empower your team with self-service reporting capabilities through Qlik Sense, enabling them to generate insights independently.
  • No Vendor Lock-in: Enjoy the flexibility of an extendable platform without being tied to a single CRM service provider.
Image
CRM Analytics screenshot 2

What are the advantages of CRM Analytics

  • Quick Implementation: Get up and running in just five days with our complete solution.
  • Data Control: You retain full control over your data, including easily incorporating historical or legacy data, and other information from your data estate.
  • Integration Capabilities: Our solution integrates seamlessly with your existing BI or data warehouse systems and other datasets like finance and production.

Get started with CRM Analytics

Unlock the full potential of your CRM data and transform it into actionable insights that drive business success. Our expert team will guide you through the process, offering coaching and co-development to ensure you get the most out of our CRM Analytics solution. 

More information

Ready to take the next steps? Contact us today to learn more about how our CRM Analytics solution can benefit your organization!