CRM Analytics FOR Dynamics 365
Know Your Customers Better
Microsoft Power BI + Dynamics 365
Track Your Sales & Marketing Performance in Real-time
Why CRM Analytics?
Regardless of your company size or industry vertical, having a data analytics capability integrated with your CRM has become a necessity to help understand your customers behaviour and identify new opportunities.
The out-of-the-box functionalities of CRM – such as Microsoft Dynamics 365 – are normally not enough to enable businesses to gain insights into their CRM data and additional analytics functionalities are often required to gain deeper customer insights.
What is Agile CRM Analytics?
Agile CRM Analytics is a set of reports and dashboards built on Microsoft Power BI that can be integrated with your Dynamics 365 to give you better insights from your CRM data.
It provides a single, unified reporting platform through which all authorised team members can access specific information on individual customers, in order to provide them with the personalised service.
Your sales representatives and marketing executives would be able to thoroughly analyse and examine all the customer touch points. They can leverage advanced analytics to make pipeline predictions and identify gaps before they happen.
With Agile CRM Analytics, the entire sales organisation is equipped with shareable, actionable insights that help illuminate what’s working and what isn’t, where the opportunities are and what needs to be prioritised to scale the team’s success.
Why Agile CRM Analytics?
See your pipeline in real-time, filter it by type, likelyhood, stage, sales rep, close date, etc.
Lead Generation Analysis
See your Leads and marketing performance
Number of new leads by company, job title, location and date.
Lead Handling Analysis
Lead Handling Analysis
See your leads by status: qualified, disqualified and won. You can also track new and contacted leads.
Analysis of Sales Performance
Track your sales performance with total amount of won opportunities, average deal size, opportunities and etc.
Win / Loss Analysis
Reduce the lag in your decision making by integrating predictive analysis and advanced reporting to your Dynamics 365.
You can review the total report of accounts which include total amount of won and open opportunities, win rate and graphs.
Total number of leads including number of qualified leads, rate of lead qualification and won leads.
Full opportunities report with open, won and lost opportunities, average deal size and graphs.
See it with your own data
A free trial version is now available on Microsoft AppSource.
You can upgrade to full version by purchasing the license from us. We can help you customize these reports, add your branding and adjust it based on your sales process. Alternatively you can purchase the Power BI source file (PBIX) with the instruction to do it yourself (DIY).