Analytics Solution

Dynamic Insights for CRM

Turbocharge your CRM system and deliver huge business benefits to your sales and marketing leaders with a state-of-the-art, powerful BI for CRM integration.

Analytics Solution

Dynamic Insights for CRM integrates to any customer relationship management (CRM) application (such as Microsoft Dynamics 365 Sales, Dynamics CRM or Salesforce) and is configurable to suit CRM-based systems.

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Benefits

Accelerate Pipeline

Build and accelerate new pipelines focused on quota needs

Grow Deal Size

Grow your average deal size and win a greater share by focusing on cross-sell and upsell opportunities

Exceed Quotas

Manage sales teams and help focus them on exceeding quotas

Insights

The application includes pre-built hierarchy tables for the most commonly used dimensions. The system enables sales leaders to measure quotas and budget expectations, helps teams focus on meeting and exceeding goals, and provides crucial visibility to management.

Dynamic Insights for CRM: Sales & Marketing Dashboard

Features

Out-of-the-box pre-built dashboards

Integrates with platforms such as Dynamics 365 and Salesforce

Weekly and monthly snapshots

Fully customizable foundation

Add modules to enhance capabilities

Includes consulting services for incorporation

Configurable Solution

Dynamic Insights for CRM enables field sales staff and management teams to monitor sales performance and react quickly to changes while deals are still in the pipeline. The dashboards included provide deep insight into actuals, forecast, pipeline, growth and progression, leads, marketing campaigns and account plans by territory, product team and sales personnel. Ensure future pipeline needs are addressed by continuing to monitor and manage the flow of new leads into the top of the sales funnel.

The configurable solution comes with an industry-proven data model, including pre-defined key performance indicators (KPIs) and analytics, all pre-tested and ready to be integrated with your CRM data. Additionally, companies can gain insight on where sales leadership should focus resources to improve market share and help drive sales. Armanino understands that every company has unique business needs, so we designed a robust solution that is flexible enough for future customizations.

Insights

Case Study

Malarkey Roofing Gains Visibility into Key Performance Metrics with Power BI

With the implementation of their new BI capabilities, Malarkey is now taking advantage of the ultimate value of their n...

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Dynamic Insights for CRM

Quick Highlights

Accelerate Pipeline

Grow Deal Size

Exceed Quotas

Crucial Visibility

Adapt Quickly for Better Sales Performance

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