StayinFront CRM Analytics

StayinFront CRM has powerful analytics features that can be used quickly and easily to analyze data from within the CRM system and/or from external data sources such as sales, marketing and financial information.  

Specifically designed for non-technical users, it provides a rich set of features for exploring, formatting and calculating data.  With StayinFront Analytics, users can dynamically explore data to uncover previously inaccessible information, respond to ad hoc inquiries with accurate and timely answers, see results quickly, and set new actions in motion.

CRM & Analytics

StayinFront CRM closes the loop between analysis and action with its integrated analytics.   StayinFront Analytics:

• Enables a continuous cycle of discovery, investigation, action and review.
• Explores data to uncover previously inaccessible information.
• Measures performance and compares sets of otherwise disparate information to help gain insight.
• Uses results to drive ongoing sales and marketing initiatives.
• Sets CRM actions in motion directly from analytical results.

Data Analysis Made Easy

With StayinFront Analytics built-in to the front-end of StayinFront CRM, users can analyze any set of data within the CRM system, enabling results to be used to drive CRM functionality.

Analysis in StayinFront CRM is not limited to areas which have been pre-configured by technical experts. Users can analyze any data stored in the CRM system (subject to security rules). Data can be unlocked across the entire CRM information asset.

Key Performance Indicators

Key Performance Indicators (KPIs), a key feature of the new version of StayinFront CRM, helps organizations evaluate their progress so that they can better strategize how to reach their long-term goals.  An excellent performance management tool, they give everyone in the organization a clear picture of what is important.

A KPI engine is incorporated into StayinFront CRM, which allows users to define their own KPIs, track them over time and action trends and results.

Additional features of CRM KPIs include:

• History tracked and trended
• Automatically calculated
• Targets can be set, managed and changed
• When linked to workflow, can trigger both automatic and manual tasks
• Displayed as visually captivating graphics

Features of StayinFront Analytics

Views  -- The StayinFront CRM user interface is oriented around user-configurable ‘views’ which provide access to parts of the CRM system. Views are accessible through easy to navigate shortcuts.  

User-Friendly Dashboards -- Dashboards in StayinFront CRM can combine navigation elements, such as calendar summaries and tasks lists, with informational elements like messages. StayinFront Analytics views can be embedded and used interactively inside the dashboard.

Forms –  StayinFront Analytics views that are related to a  person or organization are automatically made available.

Workflow --  Exceptions identified in StayinFront Analytics can be used to start CRM workflows.

Guided Analytics -- Advanced users can pre-configure analytical views for users with less experience. Navigation paths through the data can be pre-configured to allow less capable users to explore exceptions and investigate results.

Presentation Quality Graphics -- The powerful graphing engine built into StayinFront Analytics provides well proportioned and attractive formatting of a wide range of graph types.

Scalable  -- StayinFront CRM incorporates technology that ensures large queries performed by StayinFront Analytics return results in an instant.

Remote Deployment & Management --  StayinFront CRM is easy to deploy and manage in an environment with remote users who need to synchronize their data.

StayinFront Analytics is an instrumental CRM tool that can be used for:

• Sales Analysis, Forecasting and Reporting
• Opportunity Analysis
• Call Reporting
• Key Performance Indicator (KPI) Delivery
• Trend Analysis /Financial Analysis/Inventory Analysis
• Customer Profitability / ROI Analysis