CRM Analytics

Executives

 

Global Executive Dashboards

Understand your sales, marketing, service, and competitive landscape to drive targeted strategies

 

Forecast Analytics

Enables robust product performance and revenue forecasting

 

Advanced and Predictive Analytics

Delivers historical, forward-looking, and comparative views

 

Cross-Source Analytics

Deliver unified view of sales and service from across multiple business systems

 

Analysts

 

In-Context Analytics

Gain instant insight into key challenges and how to solve them

 

Pipeline Risk Analysis

Identify potential risk in pipeline before problem occurs

 

Service Request Analytics

Provides insight into service request incident and activity trends

 

Marketing Analysis

Measure how programs, campaigns, and content drive revenue, loyalty, and advocacy

 

Revenue Analysis

Determine which products and customer segments generate the most revenue

 

Managers

 

Pipeline Management

Provides complete visibility into pipeline performance

 

Marketing Measurement

Track and measure campaign performance in real time

 

Account Analytics

Offers deeper insights into key customer profiles

 

White Space Analytics

Improve account penetration with precision white space analysis

 

Team Performance Management

Identify top performers, monitor trends, and ensure team success

 

Casual Users

 

Self Service

Get instant access to the data you need when and where you want it

 

Insight-Driven Sales

Get visibility into the sales and service metrics that help you meet or exceed quota

 

Insight-Driven Marketing

Get visibility into the marketing metrics that drive your business