CRM Analytics

Know Your Customers Better

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. These include social media, web, internet, email and inquiries made via phone. 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?

  • Do you want to have a nice interactive visual dashboard to show your main metrics and KPIs from Dynamics 365?
  • Do you want to be able to break it down by region, opportunity type, product / service category, sales agent, and other factors?
  • Do you want to see your historical trends and forecast sales with the what-if scenario analysis?
  • Do you want to see the performance of each sales representative or agent?
  • Do you want to send an alert or flag a sales rep who is unlikely to achieve their targets?
CRM Analytics Pipeline Dynamics365

Pipeline

Analysis

See your pipeline in real-time, filter it by type, likelyhood, stage, sales rep, close date, etc.

Lead Analysis

See your Leads and marketing performance

Number of leads but channel, source campaign, demography, status, etc.

Power BI Dynamics 365
CRM Analytics - Power BI Dynamics 365

Opportunities

Funnel Analysis

See your current opportunities by their stage / status in the pipeline and forecast the end of quarter closed deals.

Win / Loss

Analysis

Reduce the lag in your decision making by integrating predictive analysis and advanced reporting to your Dynamics 365

CRM Analytics - Power BI Dynamics 365

Get a POC with your own data

Let us show you how quick and easy you can see your data in our CRM dashboards.

Contact us for a POC (Proof Of Concept) and we will build it in less than a week!

Book a Demo


Agile CRM Dashboards can help you

  • See your pipeline, slice & dice it by product / services, category, location, sales agent, and any other data element that you want!
  • Predictive Analytics to forecast your sales based on historical trends and seasonality in your data
  • Benchmarking and competitor analysis
  • See your pipeline performance and compare it to the same period last year