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CRM analytics

Why use CRM analytics?

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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CRM Analytics

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What to look for

What to look for in CRM analytics Tool?

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.

SOFTWARE FEATURE

Personalized reports for any business

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.

Personalized Reports
Insights

Clear and actionable insights

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!

A glimpse into your sales future

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.

Forecasting
Security

World-class infrastructure for top security

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.

SOFTWARE FEATURE

Plenty of integrations for any use case

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.

Marketplace

How Quru increased its qualified leads by 34%

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.”

Read case study

Quru Case Study

CRM Analytics FAQs

  • What are CRM analytics?

    The term “CRM analytics” describes tools that pull and group data used by companies to improve their sales pipeline. Most types of CRM offer analytics capabilities, yet some are more granular than others, depending on the brand and industry focus.

  • What is an analytical CRM?

    Analytical CRM is a CRM that collects and filters behavioral data pertaining to communications with customers from different angles to improve customer satisfaction.

  • What is a key advanced technology behind CRM analytics?

    CRM analytics tools employ a computing method called online analytical processing, or OLAP. This method allows users to efficiently extract, query and analyze data.

  • What can analytical CRM modeling tools discover?

    Analytical CRM modeling tools can extract dataflows that highlight potential growth paths. This includes opportunities like upselling, cross-selling and local trends.

  • How will predictive analytics transform the CRM experience?

    Analytics helps businesses dive into their workflows and extract valuable insights such as a customer’s lifetime value, risk of churn and purchased products. Companies can then use these insights to improve retention and reduce churn. For example, offering specific functionality to customers based on different pricing levels.

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments

Skyrocket your sales with the right data