Turning data into decisions with CRM analytics
Why CRM analytics important is
CRM analytics involves systematically analyzing customer and business data to optimize sales, marketing, and service processes. By leveraging CRM system analytics functions—often powered by artificial intelligence—companies can derive actionable insights to inform strategic decisions. Without such analysis, valuable insights remain untapped, leading to ineffective actions, missed opportunities, and reduced customer loyalty. Our consulting services ensure you maximize the value of your CRM data, enabling data-driven decisions that sustainably support your business objectives.
What CRM analytics is
CRM analytics refers to the systematic analysis of customer and business data to enhance sales, marketing, and service processes. This analysis typically utilizes CRM system functions, which may include artificial intelligence capabilities.
Typical challenges in CRM analytics
How can I ensure my CRM system captures relevant data for analysis?
Data quality and completeness are crucial for reliable analyses. We assist you in optimizing your data collection processes and integrating pertinent data sources.
Which key performance indicators (KPIs) are truly relevant for my business?
Every company requires specific metrics to measure success. We collaborate with you to define pertinent KPIs and implement user-specific dashboards for transparent management.
What role do digitalization and artificial intelligence play in CRM analytics?
Digital tools and artificial intelligence facilitate in-depth analyses and data-driven decisions. We evaluate which analyses can be performed with your existing CRM functions and identify additional tools or features you may need.
How can I ensure employees effectively utilize insights gained from CRM analytics?
Without acceptance and expertise, CRM analytics can be ineffective. We offer training sessions and practical workshops to empower your team in leveraging analytical insights.
Our approach for CRM analytics:
Goal definition
We define relevant analytical objectives, such as determining specific KPIs
Data acquisition
We identify necessary data sources and assess data quality
Data analysis
We select appropriate (AI-supported) analytical methods, models, and tools to apply to the acquired data
Validation
We evaluate the quality of the analyses based on standard validity criteria
Interpretation of results
We interpret the findings and derive data-driven decisions
Automation
We integrate analyses into user-specific dashboards and reports for ongoing use
Your added values – the result of our consulting:
Conduct analyses with us!
Let’s discuss your CRM analytics needs in person. Simply fill out the form, and we will get back to you!