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 behaviours and identify new opportunities.
The out-of-the-box functionalities of a CRM – such as Microsoft Dynamics 365 – in normally not enough to enable businesses to gain insights into their CRM data and additional analytics functionalities is often required to gain deeper customer insights.
What is Agile CRM Analytics?
Agile CRM Analytics is set of reports and dashboards built on Microsoft Power BI that can integrate 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 the 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.
See your Leads and marketing performance
Number of leads but channel, source campaign, demography, status, etc.
See your accounts’ life-time-value or by financial year, win rate, and identify your top value customers.
Win / Loss
Reduce the lag in your decision making by integrating predictive analysis and advanced reporting to your Dynamics 365
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).