CRM ClearSight™
Make your CRM system work harder.To remain competitive, you must do more than simply manage current business. Uncovering opportunities, improving customer satisfaction, and perfecting marketing all necessitate data-data that can be pulled from your current software, and translated with the right tool. CRM ClearSight™ is the tool that helps your CRM system work harder. - Do you know why your Business Development is successful… or unsuccessful?
- Are you missing opportunities because it’s cumbersome to monitor activity?
- Can you accurately forecast revenue from prospective new business?
- Do you have intelligible data you can act on immediately?
- Are you wasting time sifting through reports to mine and translate relevant information?
CRM ClearSight™ 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.Capitalize on your current opportunities—and softwareThe CRM Dashboard works seamlessly with LexisNexis® InterAction® 5.1/5.5, Microsoft Dynamics CRM and other CRM systems—drawing information that offers an up-to-the-minute look at: - 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 ownCreate 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. And we can tailor the output to your business and CRM system, too—we can create custom tables and charts so that you get the exact information your business needs. Gain business insightDeveloped using flexible, Web-based Microsoft .NET technology, CRM ClearSight™ translates raw data into actionable insight. - Mine relationship data to uncover new prospects
- Improve current customer satisfaction by ensuring consistent contact and relationship building
- Identify opportunities for cross-selling and team selling
- Find and track missing or incomplete demographic data (e.g., key accounts not contacted)
- Measure data quality; keep data clean and accurate
- Use data to develop more effective marketing campaigns (CRM ClearSight can utilize data from third party e-marketing solutions)
Waste no timeCRM ClearSight™ works straight out-of-the-box—no need for complicated configuration, time consuming training or costly custom programming. Implementation costs are minimal. The need for software support is rare, but should you have questions or further needs, you’ll have access to technology experts with hands-on experience—people who created the software and use it today. Talk to West Monroe Partners about putting the right CRM information at your fingertips. That’s business in the right direction.
Contact us for more information about dashboards. |
