Zap Business Analytics for Microsoft Dynamics CRM
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If you want to understand what your CRM data is saying, what's going to be easier - trawling through lists and reports - or analysing a visual representation of this data that can be interpreted in seconds?
For example, how well do you understand: Which of your marketing campaigns are creating the best return? What are your top customer's buying behaviours? Why has your sales cycle extended or contracted over the last quarter? What is your lead conversion rate? Who are your most effective service agents and why?
CRM Business Intelligence
Zap Analytics for Microsoft Dynamics CRM combines all of the essential business intelligence capabilities that business leaders and end users need to interrogate data, analyse trends and make timely, well informed decisions.
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ZAP ANALYTICS INSIGHT INTO
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Sales Performance
Pipelines & Forecasts
Campaign Replies
Campaign Returns
Customer Satisfaction
Case Resolution Analysis
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Maximising insight from CRM data
Compared to standard CRM reporting, Zap Analytics brings performance data to life through scorecards, dashboards, key performance indicators (KPIs) and management report packs in a single user-friendly web portal or viewed in Excel and Microsoft SharePoint.
Often, analytics require calculations that can't be done in CRM, for example, sales cycle durations, campaign returns and lead/opportunity rates. In contrast, Zap Business Intelligence handles the entire process and presents it in a high impact visual format that can be quickly interpreted.
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Zap Analytics for Microsoft Dynamics CRM includes over 100 pre-defined analytics. New scorecards, dashboards, KPIs and reports can easily be added. These include:
Dashboards
Zap dashboards include charts, graphs, gauges and tables so even complex data can be interpreted at a glance. Zap Business Intelligence dashboards are easily created through a drag and drop interface and support filters and drill down analysis.
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Scorecards
A leader-board of metrics to measure each key performance indicator (KPI) against targets and highlight upward and downward trends for an on-demand business health check.
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| Key Performance Indicators (KPIs)
Drill down on specific performance areas to measure against target. Zap Business Analytics can easily be adapted to present KPIs from a wide variety of dial displays.
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Charts & Reports
Investigate multiple performance dimensions like sales per product, per region, per year, to discover trends that aren't easily revealed in standard CRM reports. Zap Business Intelligence allows users to effortlessly build complex analyses using an intuitive drag and drop interface.
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| Management Report Packs
Zap provides a unified format for producing financial and management reports from CRM. Simply drag and drop the required reports, enters comments and generate a PDF report pack that's ready for immediate distribution.
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Why organisations rely on Zap Business Analytics
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Zap analyses any type of data from your business systems including Enterprise Resource Planning (ERP), Finance, Payroll, Sales, Manufacturing, Point-of-Sale as well as CRM to present a unified picture of how your business is performing in a web portal, SharePoint or MS Excel.
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User friendly and designed for use from the CEO to the shop floor with minimal training needed no help from IT needed.
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Web-based so everything you need in one portal – there's no software to install or maintain for end users, Zap is fast to roll out and maintain.
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