BI ADD-ONDECISIONS FOR CRM
Generate more leads with DECISIONS FOR CRM
The goal of business intelligence products is to quickly enable companies to make important decisions based on the right information. Decision makers need valid data in real time–in one place! Decisions for CRM uses the CRM system, your website and may other available sources as a database and provides the required consolidated information in the cockpit.
Support for marketing and sales:
Seeing instead of searching
Decisions for CRM summarises the interaction of the marketing channels in the CRM system, thus allowing the central provision of decision-making bases and information for sales and marketing.
Knowing instead of guessing
By monitoring website traffic and linking this to CRM data, marketing and sales receive unbeatable insights into the search behaviour of potential customers and can communicate in a targeted way.
Improving instead of waiting
The combination of analyses of CRM and other communication channels can initiate the further development of the company presentation and substantiate this with figures.
Access at any time
Mobile access to the entire CRM functionality is possible both online and offline. Users can access evaluations and reports anyplace and anytime.
The solution at a glance:
Decisions for CRM is a product using Microsoft BI technology.
The dashboard provides a substantiated basis for reasonable decisions in sales and marketing based on the three-step analysis of traffic (e.g. on the website), leads, and sales opportunities.
The business intelligence cockpit is seamlessly integrated in CRM and is based on the Microsoft business intelligence stack. The add-on increases the benefits of the CRM application using Microsoft Power BI, SharePoint and MS SQL Server. The solution’s open architecture allows the integration of additional information from the fields of sales and marketing.