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Business Intelligence & Analytics
for Microsoft Dynamics CRM

The accelerated Business Intelligence solutions for Dynamics CRM will save you the time and hassle of building the data warehouse structure from scratch – and give you insights to support your decision-making process in an instant

Deliver the best customer experience

Take advantage of the power of intelligent agents, and be notified about anything important related to your customers - whether it is support cases or missed shipments. Let the system tell you if there haven’t been any activities on your key customers within 30, 60 or 90 days or whatever you think need to be the minimum time between interactions. 

turn data into decisions
Business Intelligence accelerator

Learn and grow

Not sure what that minimum time between customer interactions should be? Start analyzing how customer activities on e-mails, web and phone influence your revenue stream. With TARGIT Decision Suite, everyone becomes an analyst in no time, at the office or on the go. Your choice.    

Learn more about TARGIT Decision Suite

Turn data into decisions

The Accelerator helps you to turn data into decisions. It taps on to your data from Microsoft Dynamics CRM and any other system relevant to your business, and turns it into valuable measures and dimensions for use in dashboards, analyses and reports.

Online and in the cloud

There is a movement towards online-based CRM systems, but at the same time, organizations around the globe are keeping their ERP databases on premises along with other confidential information. No matter your choice of infrastructure, TARGIT plays along and makes sure you data is safe.  

Hunt for sales,
not data

Your sales force have plenty of stuff to do, and every time they have to search for information or wait for a report from the IT department, they are not doing what they should be doing: Selling. That is why TARGIT is designed so it’s easy to distribute shared dashboards and analyses to the sales force. And adding extra dimensions to an analysis is faster than writing an e-mail to IT explaining what you need.

So back to selling!

wolf isolated targit business jungle
crm

Designed for Analytics

Microsoft Dynamics CRM is designed for the process orientated sales organization and it is arguably one of the best CRM solutions out there. However, analyzing all the data that is collected can be a challenge, especially when you need to add information from your ERP or website system to the mix. With the Accelerated Business Intelligence solution, you have the perfect foundation where you give your organization something to work with fast. From here, it’s adding and adjusting as you learn. 

Contact us for details


What is included in the
BI Accelerator for Microsoft Dynamics CRM?

The solutions contains all the essential measures and dimensions that you need to get started. The power of the Accelerator kicks in when you want to customize the solution to fit your needs. It is an easy way to get started with the world’s most user-friendly Business Intelligence and Analytics platform. Work with all your activities, leads and opportunities. 

Activities
Leads
Opportunities
Quotes
Sales Orders

Activities

TARGIT Activities tool within the CRM cube gives insight into how and where you salesforce spends their time. Analyze across customers, campaigns, and activities. You’ll be able to see where you should improve your process and what generates revenue.

Some of the measures and dimensions that are available for analysis include:

• Actual duration Minutes
• No of Activities
• Scheduled Duration Minutes
• Activity Type
• Campaign Activity
• Opportunity
crm

Leads

Leads—where are they coming from and which ones are turning into opportunities and sales? With the measures and dimensions available for analyzing leads, you get the answers you need instantly. Understand what campaigns are working, and more importantly why. Create your own dashboards that display follow up progress, and get instant notifications if a given campaign is underperforming.

Some of the measures and dimensions available for analysis include:

• Number of Leads
• Lead Company
• Lead Source
• Lead Owner
• Campaign Name
• Campaign Type
crm

Opportunities

A key aspect of running your business just got a lot easier. TARGIT tracks your pipeline management with the ability to create comparisons of salespersons and business units to see how much revenue you can expect. With insight into the time between opportunity creation date and actual closing date, you’ll soon be able to determine what’s working, and what’s not. Get insight into products, campaigns, and salespeople that perform better than others. 

Analyze across a long range of measures and dimensions including:

• Actual Open Days
• Probability Percentage
• Average Actual Open Days
• Campaign
• Lead Source
• Opportunity Owner
crm

Quotes

Need to know what quotes are out there right now? Or if a given product mix resulted in more lost than won orders? Use your historical close rate to easily predict your expected order intake. Then adjust your inventory so you can meet your customers’ demands. 

Analyze across measures and dimensions including:

• Quote Net Revenue
• Number of Quotes
• Quote Unit Price
• Quote Status
• Sales Representative 
• Product Category
crm

Sales Orders

It’s one thing to manage your pipeline; it’s an entirely different beast to see what’s have actually been sold. What campaigns are giving the largest return on investment, and what customer segments are buying, what are they buying, and how often? Answers to these questions are essential for driving your business in the right direction. Install the Accelerator for Microsoft Dynamics AX and get those answers now.

Analyze across measures and dimensions including:

• Number of Sales Orders
• Sales Order Revenue
• Sales Order Quantity
• Period Dimension
• Products
• Sales Representative
crm
  • Activities

    crm

    TARGIT Activities tool within the CRM cube gives insight into how and where you salesforce spends their time. Analyze across customers, campaigns, and activities. You’ll be able to see where you should improve your process and what generates revenue.

    Some of the measures and dimensions that are available for analysis include:

    • Actual duration Minutes
    • No of Activities
    • Scheduled Duration Minutes
    • Activity Type
    • Campaign Activity
    • Opportunity

  • Leads

    crm

    Leads—where are they coming from and which ones are turning into opportunities and sales? With the measures and dimensions available for analyzing leads, you get the answers you need instantly. Understand what campaigns are working, and more importantly why. Create your own dashboards that display follow up progress, and get instant notifications if a given campaign is underperforming.

    Some of the measures and dimensions available for analysis include:

    • Number of Leads
    • Lead Company
    • Lead Source
    • Lead Owner
    • Campaign Name
    • Campaign Type

  • Opportunities

    crm

    A key aspect of running your business just got a lot easier. TARGIT tracks your pipeline management with the ability to create comparisons of salespersons and business units to see how much revenue you can expect. With insight into the time between opportunity creation date and actual closing date, you’ll soon be able to determine what’s working, and what’s not. Get insight into products, campaigns, and salespeople that perform better than others. 

    Analyze across a long range of measures and dimensions including:

    • Actual Open Days
    • Probability Percentage
    • Average Actual Open Days
    • Campaign
    • Lead Source
    • Opportunity Owner

  • Quotes

    crm

    Need to know what quotes are out there right now? Or if a given product mix resulted in more lost than won orders? Use your historical close rate to easily predict your expected order intake. Then adjust your inventory so you can meet your customers’ demands. 

    Analyze across measures and dimensions including:

    • Quote Net Revenue
    • Number of Quotes
    • Quote Unit Price
    • Quote Status
    • Sales Representative 
    • Product Category

  • Sales Orders

    crm

    It’s one thing to manage your pipeline; it’s an entirely different beast to see what’s have actually been sold. What campaigns are giving the largest return on investment, and what customer segments are buying, what are they buying, and how often? Answers to these questions are essential for driving your business in the right direction. Install the Accelerator for Microsoft Dynamics AX and get those answers now.

    Analyze across measures and dimensions including:

    • Number of Sales Orders
    • Sales Order Revenue
    • Sales Order Quantity
    • Period Dimension
    • Products
    • Sales Representative

Free trial version

The trial version of TARGIT Business Intelligence Accelerator for Microsoft Dynamics CRM delivers instant insight into your business, and comes with the standard analyses and reports as displayed on this page. The trial version gives you access to a working cube as well as the TARGIT Decision Suite for 30 days.

Short intro to TARGIT Business Intelligence & Analytics for Microsoft Dynamics CRM >