jo konings 15:55 (6 hours ago) to me
Screenshot of a CRM insights dashboard showcasing Customer Relationship Management sections for Opportunities, Leads, and Activities below a calculator and handwritten notes. | PBI-OOTB
The Customer Relationship Management module
enables you to gain insights to manage your entire Sales & Service process

Icon depicting three people surrounded by a circular arrow loop on an orange background, symbolizing teamwork or a continuous process, ideal for home projects. | PBI-OOTB

What to expect in CRM Analytics?

  • Insights into open, closed and won opportunities and the closing probability

  • Sales funnel visualisation per stage and over-time status overview

  • Leads follow-up reporting

  • Detailed Sales activity reporting

  • Logged tickets or incidents (from Service Desk)

  • Dimensions include sales representative, date, customer, location, lead source, lead status, service contracts, service orders, work order type, etc.

Customer Analytics will give you the opportunity to reach out to more prospects, increase conversion and increase customer satisfaction.

The functionalities will empower your business, your marketing department, your sales reps, and your service teams and allow you to take better care of your customers, from lead to service after sales!

Schedule a demo or contact us for all the reports in this module!