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CRM Insights

Develop, improve, and retain your customer relationships, track sales opportunities and deliver actionable insights with ready-made Power BI CRM reports.

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Build and maintain the customer relationships that matter

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Do you want quicker and better insights into your contacts and their interactions? Do you need a clear overview of your sales opportunities?

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Our Business Central Relationship Management reports give you the essential insights to retain and improve your customer relationships and not miss any growth opportunities or lose revenue.

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Our extensive range of 20+ standard CRM reports will give you a clear overview of your contacts, interactions, opportunities, campaigns and segments.

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Make the best sales and marketing decisions at the right time

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Take advantage of the immense amount of sales and marketing information Business Central collects. Our CRM report suite brings all of your data from Business Central together in a comprehensive way that allows you to analyse data and identify trends for all of your salespeople, contacts, interactions, opportunities, campaigns and segments.

 

A reliable solution for all your reporting and analytic needs

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Our suite of pre-designed reports gives you immediate access to critical information such as:

  • Contact Overview

  • Profile Questionnaire

  • Interactions

  • Opportunity Overview

  • Opportunity Aging

  • Campaigns

  • Segments

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Features and benefits of the CRM app: 
 

  • Over 100 measures and over 20 dimensions to ensure that your reporting and analysis tells you what is happening in your business.

  • Drill through the data to show the source transactions.

  • Decomposition Tree that presents a hierarchical view of your data and allows you to deep dive into your dimensions and attributes in any order.


Q&A is also included where you can ask questions, such as:

 

  • Which salesperson won the most opportunities?

  • Which contacts are from Sydney?

  • Show number of contacts over time.

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Discover how our CRM reports can transform the way you do business

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Whether you want hands-on experience in a trial environment or a live demo by a solution expert, we’re here to help you explore and evaluate our Business Central CRM Insights app.

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