So you have your Business Development Platform humming with a CRM foundation using the Creatio system. It may be deployed on-premise or up in the Cloud. And the CRM relational database is full of useful knowledge about your business.
You now need a better solution for extracting this information, getting a holistic view of how marketing, sales and service is performing and drilling down into the details when you have questions.
Ideally you want to access Key Performance Metrics such as Customer Service Case management, Opportunity movement within the Sales Pipeline, Customer sales over geographical regions, Activity trending and Salesperson performance... Visualizations bring your business to life.
Creatio Business Analytics and Dashboards are our recommended solution to helping you get more out of your CRM knowledge database system. Use it to provide business analytics for Executives, Departmental Managers and in fact all CRM users to help move your business forward, faster.....
- Assess key sales performance metrics with pre-built dashboards covering sales by geography, historical sales and win/loss, sales forecasts and opportunity pipelines, trend analysis, top/bottom performers and productivity analysis.
- Improve customer service and support with insights into ticket volume trends, open and closed tickets and ticket activities.
- Measure marketing campaign effectiveness and identify campaign adjustments
- Set interactive dashboard controls to define specific metrics, methods of calculation, and which types of data to display, among other parameters
- View multiple graphically-rich charts and visualization tools including bar, pie and line charts, combination charts, tree maps, heat maps, scatter plots and bubble charts.
- Perform administration quickly and easily via the Saleslogix Administrator and a flexible data mapping tool