CRM Insights

CRM Insight Manager

CRM Insights Manager is an intelligent CRM & Marketing analytics tool developed by Convergytics. It helps you make simplified marketing decision while lowering your costs.

CRM Insights Manager enables you to analyze customer and campaign performance on various relevant parameters, and get real-time, accurate and predictable results. It is a highly advanced yet easy to use tool that gives you an in-depth insight into your Customer Relationship Management and marketing activities.

CRM Features

  • Intuitive executive dashboard with a 30-second quick peek into the performance of business, customers, product categories, campaigns with built-in alerts for easy reporting.
  • Accelerated actionable business insights with easy to use interface that allows creation of multiple views of customers, campaign performance and product categories.
  • Single & quick view of customers with the ability to generate customizable views of customer performance based on demography, geography, lifecycle stage and other parameters.
  • In-depth analysis of product category performance by different customer segments and campaigns to gain rich insights into product performance.
  • Predictable, accurate and timely reporting with advanced visualization with export to Excel, pdf and ppt feature.
  • Reduced dependency on analysts resulting in cost effective one stop CRM reporting and insights solution.

Benefits

  • A SaaS based solution that simplifies your reporting needs and allows creation of custom views to enable easy analysis of customers, sales and campaigns.
  • User-friendly dashboard to provide easy & quick analysis on key performance parameters with built-in alert systems for efficient reporting.
  • Comprehensive customer analysis console that enables you to create multiple reports and analyze customer behavior based on promote-ability, demographic profiles, analytical models and much more.
  • Track campaign performance real-time across different programs and customer segments. Plan your campaign calendar and integrate with campaign management tools like Unica.
  • Predictable, accurate and timely reporting with advanced visualization with export to Excel, pdf and ppt feature.
  • In-depth analysis of loyalty programs & customers with deep actionable insights on improving your loyalty programs.
  • Measure product category performances extensively. Cross-tab with customer segments for comprehensive insights into what customers are purchasing.
  • Get advanced visualization capability to create dynamic reports which can be exported as spreadsheet, pdf and ppt.