Know your customers better
Microsoft Power BI & Dynamics 365
Regardless of your company size or industry vertical, having a data analytics capability integrated with your CRM has become a necessity to help understand your customers behaviours and identify new opportunities.
The out-of-the-box functionalities of a CRM – such as Microsoft Dynamics 365 – in normally not enough to enable businesses to gain insights into their CRM data and additional analytics functionalities is often required to gain deeper customer insights.
What is CRM Analytics
We at Hikari have partnered with Agile Analytics to enable us to bring Agile CRM Analytics to the Irish & UK market. It is set of reports and dashboards built on Microsoft Power BI that can integrate with your Dynamics 365 to give you better insights from your CRM data.
It provides a single, unified reporting platform through which all authorised team members can access specific information on individual customers, in order to provide them with the personalised service.
Your sales representatives and marketing executives can thoroughly analyse and examine all the customer touch points. They can leverage advanced analytics to make pipeline predictions and identify gaps before they happen.
With Agile CRM Analytics, the entire sales organisation is equipped with shareable, actionable insights that help illuminate what’s working and what isn’t, where the opportunities are and what needs to be prioritised to scale the team’s success.
Why Agile CRM Analytics?
interactive dashboard
Do you want to have an interactive visual dashboard to see your main metrics and KPIs from Dynamics 365?
Drill down sections
Do you want to be able to break it down by region, opportunity type, product / service category, sales agent, and other factors?
historical trends
Do you want to see your historical trends and forecast sales with the what-if scenario analysis?
sales rep performance
Do you want to see the performance of each sales representative or agent?
flag a sales rep
Do you want to send an alert or flag a sales rep who is unlikely to achieve their targets?
Licensing options
Self-service
Get the Power BI file and DIY-
Save 100’s of hours in development time
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Get the PBIX file and take control of the rest
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Connect it easily to your Dynamics 365
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Customise the reports and create new ones
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Add your own logo and branding
Full Solution
We build & customise it for you-
Full package including the existing reports
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Customised reports based on your needs
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Security set up and configuration
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API connection to your Dynamics 365
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Including your sales process and targets
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Your logo and branding
Power BI App
Pay as you go-
All interactive reports
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API connection to your Dynamics 365
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No change to the existing reports
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Minimum 12 months
Book a free consultation call
Agile CRM Dashboards can help you
- See your leads, opportunities in the pipeline, filter it by product / services, category, location, sales agent, and any other data element that you want!
- Predictive Analytics to forecast your sales based on historical trends and seasonality in your data
- Track the sales targets by sales agents and teams
- See your sales performance and compare it to the same period last year
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