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 behavior 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.
CRM Analytics is a set of reports and dashboards built on Microsoft Power BI that can easily connect to your Dynamics 365 to give you better insights from your CRM data. It provides a single, unified reporting platform through which all authorized team members can access specific information on individual customers, in order to provide them with the personalized service.
Your sales representatives and marketing executives would be able to thoroughly analyze 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 organization 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 prioritized to scale the team’s success.