Solutions
CRM & Business Intelligence Reporting
Customer information management, activity tracking, operational dashboards and reporting — helping managers understand business performance and teams stay on top of customer-facing work.
Overview
Customer relationships and management information, in view
Customer relationship management keeps customer information and interactions organised. Business intelligence turns available operational data into useful summaries, dashboards and reports.
Together they give customer-facing teams a consistent record to work from and give management a clearer picture of how the business is performing — without manual consolidation from different spreadsheets and systems.
- Maintain customer information and follow up on interactions
- Improve visibility across customer-facing processes
- Dashboards and reports that support management decisions
Capabilities
What CRM and business intelligence can support
From a customer record and follow-up system to management dashboards built on your operational data.
Customer Information
Customer and contact records maintained in one place and shared across customer-facing teams.
Activity Tracking
Interactions, follow-ups and tasks recorded against each customer so nothing is missed.
Customer-Facing Visibility
A clearer view of enquiries, opportunities and service activity across the team.
Operational Dashboards
Summaries of operational data presented for managers in a form they can act on.
Management Reporting
Routine reports produced from available operational data to support decisions.
Connected Data
Reporting that draws on sales, finance and operational records where those systems are in place.
Business Intelligence
From operational data to management decisions
Reporting is built on the data your systems already hold. The specific dashboards and reports are defined with you during solution design.
Available Data
Sales, finance, stock, HR or service records — whichever systems are in place.
Useful Summaries
Data organised into the summaries managers actually need, by period, team or area.
Dashboards & Reports
Operational dashboards and routine reports that support informed decisions.
Scope is confirmed during requirements discovery
The exact modules, features and implementation scope for your organization are confirmed during requirements discovery and solution design. Deliverables and timelines are agreed with you before work begins, and an engagement may include requirements analysis, configuration or customization, implementation, data preparation or migration, integrations, user training, documentation, support and future enhancements.
Related Solutions
Often implemented together
Enterprise Resource Planning
Connect finance, sales, purchasing, inventory and reporting within one coordinated system, reducing reliance on disconnected spreadsheets and separate records.
Learn moreFinance & Accounting
Record transactions, manage accounts, receivables and payables, and produce financial reports according to the agreed scope.
Learn moreWeb & Mobile Applications
Web and mobile applications that support digital services, customer access and internal business workflows.
Learn moreWant clearer customer and performance information?
Tell us what your teams need to see and follow up on. We will help define the records, dashboards and reports that support it.