Analytics & workflow in a CRM environment focuses on:

  • - Assessing your data to help improve the sales dept.
  • - Analyze inbound leads to maximize their chances of closing, and prioritize your marketing sources.
  • - Keep margins optimized through role based approvals.
  • - Automate common processes to keep data refreshed and business moving through the pipeline.

Key Benefits

Role Based Dashboard

Dashboard templates applied to user roles

Every CRM system today has a dashboard, but what if instead of CRM related data, you can create a dashboard based on user role based on ALL your company’s data ? This way, front office staff see sales, marketing, and service reports while the executive staff see things such as top 5 sales performers based on revenue, top items sold, and A/R / A/P, all in one view.