BI + Salesforce: empower your CRM data with BI tool

BI + Salesforce

  • An ultimate solution for operational monitoring of key performance indicators and tracking the effectiveness of all projects in one KPI table. 
  • Plan-fact analysis of spent resources with the possibility of detailed detailing. 
  • The ability to create an effective motivation system based on in-depth data analysis. 
  • Comparative analysis of clients/transactions/employees by key indicators. 
  • Tracking the load on the team. 
  • Tracking the effectiveness of all transactions in one KPI panel. 
  • Analysis of the distribution of transaction resources. 
  • Improvement team productivity with Qlik's integrated deal management tool or other features of Power BI/Tableau/Sisense/others. 

Typical analytical blocks

• KPI panel for management;
• Transactions (information about transactions, clients, work of managers);
• RFM analysis (how long has there been no sales with key customers);
• Analysts (analysis of incoming / outgoing customers, structures in dynamics);
• ABC-XYZ (Analysis of the client's influence on the stability of transactions);
• Plan fact;
• Data control (control of filling in key information)
But we could configure every point of analysis for client.
Also we use only certified connectors approved by vendors and keep all the data safe with our confidential statements.


BI dashboard

You’ll get all the necessary KPI’s on dashboard with sales pipeline, sales representatives, accounts, open opportunities and others.
The activity and workload of the manager allows you to view:
the number of upcoming and completed tasks;
the number of attracted clients;
the number of calls, meetings and their intensity;
the number of planned activities.
It’ll help you to track quickly and redistribute the workload to each employee.


Important analytics


RFM analysis is an analysis method that allows you to segment customers by frequency, amount and age of purchases
Customer Churn Analysis Calculation of the cost of attracting one customer
Segmenting buyers for newsletters/gift cards/other promo/advertising sources. Discover the whole LTV per client.
Analysis of buyers participating in the discount program Comparative analysis of client activity over time and many others. Customer analysis allows you to view information: about the counterparty, starting from the date of starting work with him; contact person and responsible manager; about all possible ways of contacting the client; about upcoming activities and tasks.


End-to-end CRM analytics

The main purpose of the solution is to collect all available information on sales (CRM, accounting systems, Google Analytics, CMS and others) and display it in a form that will allow to make a management decision in real time.

Prices

Since the application automatically receives information from accounting systems, Google Analytics and data of the competitors’ prices, you can make real-time decisions that will allow you to sell at optimal prices.


Personnel

You can analyze the effectiveness of managers, the implementation of their plan. Compare the effectiveness of managers in any aspect (number of calls, meetings, revenue, profitability).


Supply chain forecast

You can analyze your customers. To see those who already have to buy, but for some reason does not. See the most profitable products, considering all costs (logistics, advertising, supplier cost), thus form an offer for your customers and help your managers achieve their plans.


Deep analysis

You can run chains of analysis. For example, initially find the companies for which your profitability is falling while sales are growing. After that, find out what products and suppliers your profit is dropping. Or maybe the increase in the cost of advertising for this product was not effective? Then go to competitors’ prices and see if you can raise your price to increase profitability and stay competitive. And all this in one application.

3Alica Team

We are a global full-service BI consulting, development and outsourcing Qlik Select partner delivering BI (Qlik, Power BI and Tableau), DWH, ML and predictive analytics projects since 2009.

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