CRM Analytics To Enhances Business Efficiency With Automation

Posted by Yashpal Shah on Mar, 01, 2021 02:03

Increasing traffic, boosting internet visibility, and acquiring leads are complicated. Dealing with a number of prospects and potential customers at once is trickier than many organizations have ever expected. 

Most companies try to improve their marketing to have a wide market reach. But once their potential visitors and clients increase, they get overwhelmed and confused on how to deal with the traffic and drastic change. 

They struggle to understand where every prospect is in the sales funnel, losing prospective customers to competitors and missing high-value deals in the long run. This is where analytics through CRM can come into play. 

But despite being available in the world of business for years, small, medium-sized, and large businesses are not well-accustomed to such data analytics tools. But worry no more! We got you covered. From the benefits to challenges, you will know them all. 

Understanding CRM Analytics and Its Benefits for Organizations 

It is commonly known as Customer Relationship Management, is a form of online analytical processing that may use data mining. While software companies developed different products to perform customer data analysis, It is one of the most sought-after solutions organizations prefer. 

The market recorded a compound annual growth rate (CAGR) of 12.8% this 2021, and it is projected to double in the coming years. Businesses from any size and niche have incorporated CRM analytics into their operations and transactions over the past few years. 

The main advantage of CRM is that it is one of the most reliable and trustworthy reporting tools. Data is vital in every business, and it is available in a growing number of resources, including CRM technology, Google Analytics, apps, social media, and business software. Companies use and rely on any of these platforms. 

Google Analytics, for example, is a tool designed to monitor website traffic. But Google Analytics alone will not suffice. However, on the other hand, helps businesses go deeper with metrics and data. It is built to collate and organize any information, making it free of any error and ready to use. 

Another advantage is that it enhances business efficiency with automation. Before, it took time for an email to nurture leads. It has become time-saving and convenient with an analytics tool available in CRM. That’s not all! It allows you to handle customer questions with easy-to-navigate and automated messaging applications. 

What are the Benefits of a CRM

Working of CRM Analytics Tools 

The majority of businesses believe that marketing analytics only allows sales people and marketers to manage and examine relationships with an organization’s potential and existing customers. But it goes beyond that. 

CRM software has other functionalities. It manages leads, enabling new and experienced marketing teams to enter, track, and examine new prospects in the system. 

CRM analytics automates marketing. Salesforce, HubSpot, and other CRMs provide advertising automation functionalities to scale specific tedious tasks in the sales funnel. Particularly, the system can send any marketing campaign and emails to customers or even publish posts on different social media platforms, keeping sales leads engaged and increasing client conversion. 

Organizations face mundane workloads every day, and employees are unable to focus on what is relatively significant. An analytical tool streamlines workloads to optimize business processes and enables a workforce to focus on more urgent and higher-level tasks. 

What Metrics to Measure (Presales and Post Sales Engagement) 

To make the most out of any customer analytical tools, measuring presales and post-sales engagement becomes a prerequisite. 

As the name implies, presales engagement is the process of measuring interactions that happen before purchase decisions. It usually includes prospecting, product demos, special event invitations, calls, and meetings. 

Post-sales engagement is also the process of measuring activities that take place after the sale. It consists of cross-sells & upsells, billing, service tickets, and project management. 

Advantages of CRM Analytics for Marketing, Sales and Customer Service 

As organizations track leads in their sales funnel, they will understand their customer’s pain points, requirements, and needs. Knowing potential prospects allow businesses to tailor their marketing campaign and improve the quality of services. 

Today’s internet leads to look for something that resonates with their unique expectations and objectives. Companies with helpful services always have the edge over the others, resulting in traffic, constant sales, and client conversion. 

Apart from a better marketing campaign and sales, you can also use CRM to improve customer service. Before, it took time to reply to customer’s queries and other concerns. A quality analytics tool can make a big difference. It offers responsive email templates, newsletters, and invitations to build rapport with clients, improve communication, and increase customer retention. 

Connect Microsoft Power BI to Your CRM Data for Advanced Analytics 

With the variety of CRM analytics, Microsoft Power BI is one of the sought-after tools businesses have invested in through the years. 

What makes it different from the competition is that it provides advanced analytics with thorough customer activity reports and intuitive dashboards. 

Microsoft Power BI also features visualization and data integration capabilities available at a competitive and reasonable rate. So, what are you waiting for? Whether you want to level up your analytics, boost customer acquisition, improve customer segments or create sales performance analysis, Microsoft Power BI Consultant will be your best bet. Connect it to your CRM data today!

Customizable Reports for Your Sales Data Using Microsoft Power BI 

More than fair rate and fantastic data integration capabilities, organizations from any niche and size also love the customizable reports of Microsoft Power BI. 

Every business is different. So, Power BI enables companies to tailor their reports according to their needs and requirements. 

There are ways to create custom reports. Editing your existing report is the simplest way, and you can choose from a vast collection of filters. Here is how you can start:

  1. Go to the report in your Power BI dashboard. 
  2. Secondly, click the Edit Report in the top left of your dashboard.
  3. Select the fields you want to show in your report. All you have to do is select the checkbox. That’s it! There’s no daunting process to follow. 


It provides many possibilities. It leads to better insights about customers, excellent customer segments, customer retention, and fast communication. 

But integrating CRM analytics into business operations and transactions is fairly difficult. Here are the top challenges most businesses encounter or suffer: 

  1. Data Errors. Whether business data sources are from the company itself or third parties, they contain errors, preventing a smooth data pipeline. 
  2. Poor Reports. When left unnoticed, data errors can lead to poor reports, affecting the team’s quality of results and credibility. 
  3. Lastly, the Process is Tedious. While companies have automated a portion of data integration and quality assurance, other teams need to perform never-ending processes regularly. It is time-consuming and may contribute to employee turnover without immediate action. 


Are you tired of low web traffic, stagnant client conversion, and limited sales? It is time to integrate analytics into your business operation today. Yes, the implementation will not be easy. But you can entrust this project to an experienced professional. It is worth it! 

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