Microsoft Dynamics CRM Reporting - Power BI Webinar - 08-11-2018
Microsoft Dynamics CRM Reporting Power BI Webinar – 08-11-2018
Improved CRM Sales Performance with Microsoft Power BI
Join our Lunch & Learn Webinar Series on 08/11/2018 @ 1.30 – 2.00 pm – Engage Your Customers, Drive Your Sales, Marketing & Services with Microsoft Dynamics CRM Reporting, enabled by Power BI – Get more out of your CRM Solution with Microsoft Power BI
Join our Webinar and we will demonstrate how you can transform Dynamics CRM data into rich visuals, delivering valuable predictions, forecasts and performance metrics and much more… Dynamics CRM Reporting Accelerators, enabled by Microsoft Power BI will help you identify opportunities, analyse your pipeline and view your sales across a variety of metrics to gain actionable insights. Understand the specifics of your Sales, Services & Marketing metrics and much more….
With CRM Reporting Accelerators, enabled by MS Power BI you can stay connected to your personalised dashboards and reports anywhere. Get more value-add from Dynamics CRM reports for sales, marketing and servicea by combining Dynamics CRM Reporting Accelerator, enabled by Power BI where you can quickly convert your data into meaningful insights with rich visual dashboards accessible on any device. What’s more, with Dynamics CRM Reporting Accelerators, your reports are never out of date, they automatically refresh to present the most up-to-date information. All reports are drillable, which means you have access to underlying data through a set of visualisations and filtering options, allowing you to monitor performance, analyse trends and spot potential issues before they occur.
Just Some of the Benefits to Join Our Lunch & Learn Webinar
ProStrategy – Our Story so far…
ProStrategy was established in 1985 and has over 30 years’ experience helping our Customers access the Data and Analytics which really matters to the Business. As a Microsoft and IBM Gold Partner, we are one of the Industry Leaders in Ireland for Data Analytics, FPM Analytics, ERP & CRM. With over 150 customers and a team of over 50 highly skilled and experienced Business, IT & Finance Professionals – ProStrategy’s winning combination of an extensive Data Analytics, ERP and CRM knowledge base, has helped us deliver a suite of powerful Business Intelligence Analytics Solutions.
MS Dynamics CRM Reporting Accelerators, enabled by Power BI will help you identify opportunities, analyse your pipeline and view your sales across a variety of metrics to gain actionable insights. You can drill down into each top level chart to understand specifics of each metric such as account, leads, revenue and service.
- Sales Performance – Review pipeline health and individual performance to help forecast revenue and identify areas for improvement.
- Sales Leader Boards – Easily analyse the performance of individual sales representatives, exploring the quantity of sales as well as overall value of sales . Slice, dice and filter your data, for example based on the actual close date.
- Win/Loss Analysis – Analyse what deals have been won and lost. Use the team view to monitor performance of the sales representatives.
- Top Won/ Lost Deals – Look at your top won and lost deals and identify areas for improvement.
- Sales Pipeline – Look at your overall sales pipeline and segment it by key sales identifiers.
- Sales Pipeline Leader board – Identify your sales leaders exploring their number of deals and top open opportunities to forecast revenue and identify areas for improvement.
- Open Activities – See what activities are open for the team.
- Lead Analysis – See what leads are coming into Dynamics CRM and how many have been converted.
- Account Analysis – Understand your audiences better and discover products and services to suit their needs.
- Product Leader board management – Find out which products are leading in the sales pipeline. This will allow you to better manage your inventory and workloads
- Marketing Analysis – Look at how well your marketing campaigns are performing by analysing budget vs actual spend and looking at responses to the campaigns
- Case Management – Manage your case in a central dashboard to analyse the performance and trends
- Organisation Performance KPIs – Measure KPIs against performance
See How CRM Data Analytics Is Driving Business Transformation
Join our Webinar and we will demonstrate how you can Maximise your Dynamics CRM implementation with out of the box Sales Insights using the ProStrategy Power BI Accelerators. All of your Microsoft Dynamics CRM Data at your fingertips. Get under the hood of your business with easily understood out of the Box Accelerator dashboards.
All Webinar Attendees will be given access to a FREE One Hour follow-up Analytics Consultation
(Can’t make the Webinar Date? – Register and we’ll send you on the Webcast)
If You have already Registered – We look forward to you joining our Webinar – for those who have yet to Register – Don’t miss out on this great Opportunity