A powerful accelerator to your current CRM software.

Uncovering opportunities, managing and cultivating relationships, and continually and perfecting your marketing approach all necessitate good data—data that likely resides in your customer relationship management (CRM) and other systems.

• Do you know why your business development efforts or marketing campaigns are successful or unsuccessful?
• Are you missing opportunities because it’s cumbersome to monitor activity?
• Do you have intelligible customer data you can act on immediately?
• Are you wasting time sifting through reports to mine and translate relevant information?
• Does your staff use your CRM data as an integral part of the way they conduct business?

The CRM ClearSight™ dashboard is the tool that helps your customer relationship management (CRM) system work harder.

The CRM ClearSight™ dashboard is a powerful accelerator to your current CRM software, providing critical, real-time information with easy-to-read graphics. At a glance, you can visualize the status of your key performance indicators (KPIs), assess the health of your business, and prescribe a course of action.

The CRM ClearSight™ dashboard works seamlessly with leading CRM systems like LexisNexis® InterAction® and Microsoft Dynamics CRM to provide a current view of business metrics.

Its three robust modules—campaign, opportunity, and contact management—deliver the information you need to make decisions every day with clarity and confidence.

With the CRM ClearSight™ dashboard, it is easy to turn CRM information into the insights that can drive your company’s marketing and sales strategies. Use it to:

• Mine relationship data to uncover new prospect
• Improve current customer satisfaction.
• Identify opportunities for cross-selling.
• Find and track missing or incomplete demographic data.
• Keep data clean and accurate.
• Improve CRM adoption and usage throughout your organization.