CRM Analytics

With CRM Analytics you can analyze the performance of your sales force, using advanced reporting software that shows trends, exceptions and key performance indicators (KPIs). You can use built-in reports or create your own reports as you go and display the results in interactive dashboards.

CRM Dashboards

It’s sometimes hard to get a complete view on your customer-facing activities. You probably have a lot of data available, but it’s in different systems, and the reporting is not always so easy. CRM Dashboards can help to make all this data easier to digest. It combines data from all these different systems into a single report, and allows you to get insights at the level you want: from a high-level overview to the tiniest details. For CRM dashboards, the focus is often on pipeline management and forecasting.

Pipeline Management

On a more practical scale, sales management needs analytical CRM tools to see where their support is most needed, and to be able to make a better analysis of the performance of particular deals or sales reps. CRM analytics also helps overcome this challenge.

Forecasting

CRM systems provide basic tools to create sales forecasts. However, as your sales organization reaches a certain size, the reliability of your forecast may suffer, and sales analytics tools are needed to gain more detailed insight in the dynamics of your sales processes. Management and investors often find predictability of revenue more important than getting the absolute highest amount of revenue.

Business Intelligence

To accomplish these goals, CRM Analytics has to go beyond standard reporting by using business intelligence techniques to better understand what’s happening in your sales organization. Business intelligence tools allow you to see high-level aggregate trends, while also giving you the ability to drill down and see the detailed metrics.

CRM Vendor Compatibility

CRM Analytics is not tied to a specific CRM system: it can be used with Salesforce.com, NetSuite, Oracle CRM (Siebel & Peoplesoft), Microsoft Dynamics, SugarCRM, SAP, SalesLogix, Clarify, Epiphany and more. You can even combine information from different systems into a single report.

Learn More About CRM Analytics

If you’d like to learn more about CRM Analytics, you may want to view any of the following resources:

Learn

Read how Dave Barry at Enterasys brought sales analytics front-and-center; or view a webinar with Tina Babbi at TriNet, who moved her company from ‘anecdotes to facts.’

View success stories »

See

Take a quick tour of GoodData for Salesforce sales analytics application. See pre-built dashboards integrated directly into Salesforce CRM, and dashboards for regions, sales ops and execs.

View features »

Try

Get a GoodData account today. You can access a live Sales Analytics Demo – a complete sales pipeline analytics solution for a typical mid-sized company. Call us to connect to Salesforce CRM, NetSuite or SugarCRM.