No business can thrive without insights into its data, which is why many consider CRM (customer relationship management) analytics software to be make-or-break.
CRM analytics platforms help extract large sets of customer data and convert them into actionable insights, allowing sales reps to make informed business decisions, win new customers and improve marketing campaigns.
Pipedrive offers sales teams a centralized analytics dashboard to help them resolve bottlenecks and enhance customer experience. Companies can then align business processes to improve customer retention and reduce churn.
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Monitor default metrics like the number of new deals, recurring revenue and any other custom criteria to reflect your sales cycle
Create custom reports that illustrate your progress and add any of them to your sales dashboard
See your key pains and opportunities at a glance with visual, easy-to-understand dashboards
Anticipate your profitability based on performance and see areas you need to focus on to meet your targets
Manage user permissions to different datasets by allowing selected individuals to access specific reports
CRM software should offer sales analytics tools that suit all use cases and business needs. This includes:
Real-time data analysis: Access data as soon as it’s available and resolve bottlenecks before they become an issue.
Segmentation by reps: Sort sales reps by win rate to identify who might need your support and training.
Deal progress: See your deals’ progress as they move through the sales cycle.
Activities performance: Track your team’s activities to develop and refine your sales strategy.
Emails performance: Determine which demographics resonate with which templates to perfect your messaging and promote customer satisfaction.
Getting lost in a sea of business data is way too easy. What’s more, it’s highly likely you only need a few vital metrics for your day-to-day work.
With Pipedrive’s custom reports, you can create a report with your unique key metrics and add it to your dashboard to get an overview of your sales performance at your fingertips.
Classifying raw data is not for everyone. Not only does it take plenty of time, but it’s also a mundane task that can be automated, unlike many other sales activities.
Pipedrive’s interactive dashboards are visual, easy to read and act on and require no special training. See everything you need to know at a glance!
How many leads from your recent social media campaign will you convert this month? What about those webinar prospects?
Stop the guesswork and turn to Pipedrive’s forecasting feature to see your future deals by their estimated close date. You can filter your results to focus on specific products, periods and other criteria.
With data breaches being one of the more common hazards for businesses, you need to be able to protect customer information around the clock.
Pipedrive’s CRM system allows you to easily manage your security from a dedicated dashboard, enabling you to establish permission sets for user groups, receive notifications about suspected activities and apply security rules for passwords and domains.
Even if your CRM platform offers the best analytics dashboard, you can always use enhancements to further your experience.
Enter Pipedrive’s Marketplace with its dozens of dedicated free apps to take your analytics to the next level with automation, embedding and messaging features. Just hit the “Install now” button to try them out.
Below are a few selected CRM analytics apps available on Pipedrive’s Marketplace.
Marketing agency Quru was looking to find more qualified leads and improve its win rate. To do that, it needed better insights into prospects' online behaviors.
Using the Pipedrive-Leadfeeder integration, it can now delve into Google Analytics information about website visitors to identify specific sales leads. The company then automatically converts those visitors into Pipedrive leads and sends an update every time an organization visits one of its pages.
“We now understand where we are in terms of the sales funnel and have a scientific method to do pitching and selling of our services.”