Name: Agile Analytics
Rating: 9.6 (3 reviews)
Author: Agile Analytics

Help Desk

Web and Video Conferencing

Customer Support

AI Chatbot

Continuous Integration

Mind Mapping

Development

Attendance Tracking

Education

Business Intelligence (BI)

Case Management

Collaboration

Diagramming

Enterprise Resource Planning (ERP)

Office Suites

Enterprise

Accounting

Online Trading

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

Credentialing

Diversity, Equity, and Inclusion (DEI)

Freelance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authentication

Business Internet Service Providers (ISPs)

Cloud Storage

Container Management

Digital Experience Monitoring (DEM)

Disaster Recovery as a Service (DRaaS)

Dynamic Application Security Testing (DAST)

Fraud Detection

High Availability Cluster

Integration Platform as a Service (iPaaS)

M2M Application Development

Managed Security Service

Message Oriented Middleware

Modular Storage Area Network (SAN)

Network Performance Monitoring

Phishing Detection and Response

Security Validation

Storage Area Network

Virtualization Management

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Reference Management

Email Marketing

Identity Resolution

Marketing Automation

Mobile Marketing

SMS Marketing

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Cloud Security Posture Management

Security

Building Information Modeling (BIM)

Catering

Equation Editors

Intelligent Document Processing

Legal Research

Moving Software

OSS/BSS (Operations Support/Business Support)

Online Voting

Real Estate Property Management

Vertical-Specific

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The Agile CRM Analytics solution is offered by Agile Analytics Pty Ltd. According to the vendor, it provides a range of reports and dashboards built on Microsoft Power BI that seamlessly connect to Dynamics 365 CRM. The primary objective of Agile CRM Analytics is to offer enhanced insights from CRM data. The product is suitable for businesses of all sizes and is utilized by professionals in sales, marketing, customer service, finance, banking, and healthcare industries.

## Key Features

**Interactive Visual Dashboard**: According to the vendor, Agile CRM Analytics offers an interactive visual dashboard that allows users to access main metrics and KPIs from Dynamics 365 CRM. Users can drill down by various dimensions such as region, opportunity type, product/service category, sales agent, and sales stage. The dashboard is customizable to meet specific user preferences and requirements.

**Historical Trends and Forecasting**: The vendor claims that Agile CRM Analytics enables users to analyze historical sales data and perform what-if scenario analysis to forecast future sales. Advanced analytics techniques are utilized to identify seasonal patterns and make informed decisions for setting sales targets.

**Performance Analysis**: According to the vendor, Agile CRM Analytics allows users to evaluate the performance of individual sales representatives or agents. The solution provides insights into metrics such as revenue generated, deals closed, and conversion rates. This feature helps identify top performers and areas for improvement, facilitating targeted coaching and training.

**Pipeline Predictions and Gap Analysis**: Agile CRM Analytics utilizes advanced analytics to predict pipeline outcomes and identify potential gaps in the sales process. According to the vendor, this feature helps sales teams proactively address gaps and take necessary actions to meet sales targets. It provides visibility into the health of the sales pipeline, enabling effective pipeline management.

**Unified Reporting Platform**: According to the vendor, Agile CRM Analytics offers a unified reporting platform that allows authorized team members to access specific customer information. This feature facilitates personalized customer service by providing insights into individual customer behavior and touchpoints. It also promotes collaboration and knowledge sharing among sales representatives, marketing executives, and customer service teams.

**Customization and Branding**: Agile CRM Analytics provides the flexibility to customize and create new reports based on specific business requirements. According to the vendor, users can add their own logo and branding to reports and dashboards, ensuring consistency with the company's unique sales process and branding guidelines.

Agile Analytics is a set of reports and dashboards built on Microsoft Power BI that can connect to Dynamics 365 to provide the user better insights from CRM data. The solution is from Agile Analytics, a Microsoft specialist consulting firm headquartered in Sydney. 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.

CoPilot is a Sales Automation platform from the makers of Autopilot. Features include the the capabilities to engage and nurture prospects with personalized email drip campaigns, automate follow up emails to reduce time spent prospecting, measure performance in real-time, and interface with Salesforce.

Pay Yearly - Starter

Pay Yearly - Professional

Pay Yearly - Advanced

Supersonic

Pay Monthly - Starter

Pay Monthly - Professional

Pay Monthly - Advanced

CoPilot

Contalog was a sales order management app designed to help professionals in sales management. Some key features include: Catalog Management, Sales Order Management and Sales Performance Analysis. It has been discontinued, and is no longer available.

Contalog

Standard

Professional

Contalog (discontinued)

Agile Analytics

Embedded Business Intelligence (BI)

BI Platform

Live Connection to External Data

Snapshot of External Data

In-memory data model

ETL Capability

ETL Scheduler

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

Pixel Perfect reports

Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.

Customizable dashboards

Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.

Report Formatting Templates

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

Drill-down analysis

Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.

Formatting capabilities

Ability to format output e.g. conditional formatting, lines, headers, footers.

Predictive modeling

Predictive modeling is the ability to build future forecasting models.

Report sharing and collaboration

Report sharing and collaboration is the ability to easily share reports with others.

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

Pre-built visualization formats (heatmaps, scatter plots etc.)

Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.

Location Analytics / Geographic Visualization

Location analytics is the visualization of geographical or spatial data.

Predictive Analytics

Predictive Analytics is the ability to build forecasting models based on existing data sets.

Support for Machine Learning models

Machine learning refers to computer programs that can learn when exposed to new data.

Pattern Recognition and Data Mining

Pattern recognition and data mining mean the ability to recognize hidden patterns in large quantities of data.

Integration with R or other statistical packages

Access Control and Security

Access control means being able to determine who has access to which data.

Multi-User Support (named login)

Named model access means that users have access based on name and password.

Role-Based Security Model

Role-based access means that access to data is determined by job or position in the corporation.

Multiple Access Permission Levels (Create, Read, Delete)

Multiple access permission levels means that different levels of users have different rights.

Single Sign-On (SSO)

Allows users to use one set of login credentials to access multiple applications

Application Program Interfaces (APIs) / Embedding

APIs are a set of routines, protocols, and tools for used for embedding one application in another

REST API

REST is an architecture style for designing networked applications

Javascript API

iFrames

An iFrame is an HTML document embedded inside another HTML document on a website

Java API

A Java application programming interface (API) is a list of all classes that are part of the Java development kit (JDK)

Customizable Platform (Open Source)

A customizable, open source API Gateway is a fast and scalable type of API

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Agile Analytics

Overview

What is Agile Analytics?