CRM ClearSight™

Make your CRM system work harder.

To remain competitive, you must do more than simply manage current business. Uncovering opportunities, managing and cultivating relationships, and continually and perfecting your marketing approach all necessitate the need for data—data that can be pulled from your current software and translated with the right tool.

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

• 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?
• Can you accurately measure contact activity or the health of your business relationships?
• Do you have intelligible 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 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.

Manage by fact.

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.

• Opportunities by status (open, new, etc.), sales stage, date, practice or unit
• Conversion ratios
• Revenue and weighted fee estimates, aggregated and by business development source
• Trends by week, quarter, month or year
• Win and loss analyses
• Other measures that are relevant to your business development opportunities

Make it your own.

Create a personal snapshot of your business with our proprietary Drag-and-Drop Designer™. Individual users can select the information most important to them and build their own independent dashboards. Choose different KPIs, charts and gauges; see real-time and/or historical data; then drill in for additional detail, or export it out to a presentation or spreadsheet for a report.

Waste no time.

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. With the click of a mouse and no complex coding changes, your administrators can:

• Add new KPIs, charts and graphs
• Secure access by user type or role
• Customize the dashboard’s default look and feel for your organization or user group
• Create a “skin” that matches your corporate look and feel. All with the click of a mouse rather than complex coding changes.

Turn information into advantage.

Good information is one of the keys to competitive advantage. The CRM ClearSight™ dashboard delivers a clear, comprehensive and actionable view of your business—one that reinforces effective relationship-building behaviors over time. Use it to:

• Mine relationship data to uncover new prospects
• Improve current customer satisfaction by ensuring consistent contact and relationship building activities
• Identify opportunities for cross-selling and team selling
• Find and track missing or incomplete demographic data (e.g., key accounts not contacted)
• Keep data clean and accurate
• Improve CRM adoption and usage throughout your organization

View an informational webinar on West Monroe Partners and the CRM ClearSight dashboard.

Contact us for more information about dashboards.

Learn More about our CRM ClearSight Dashboard™. 

Read Trends in the U.S. Foodservice Distribution Industry.