Agile Analytics

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.