CRM

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

Build and maintain the customer relationships that matter

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

of your sales opportunities? 

With our Business Central Relationship Management reports, you will have the essential insights to retain

and improve your customer relationships and not miss any growth opportunities or lose revenue.

Our extensive range of reports will give you a clear overview of your contacts, interactions, opportunities,

campaigns and segments.

Make the best sales and marketing decisions at the right time

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

With our suite of pre-designed reports, you’ll get immediate access to vital information such as: 

  • Contact Overview

  • Profile Questionnaire

  • Interactions

  • Opportunity Overview

  • Opportunity Aging

  • Campaigns

  • Segments

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 at any time to show the source transactions

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

Our Q&A analysis is also included in the report where you can ask questions and quickly receive answers.

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

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.