Most companies use CRMs, yet 60% of them still struggle to extract meaningful insights from them.
Salespeople still juggle multiple Excel sheets and disjointed systems to analyze customer data and sales numbers, and to make decisions.
The result? Delayed or irrelevant response to leads and customer queries.
At a time when companies are expected to reach leads faster and build relationships before competitors, scrambling for data is a strict no-no. One cannot keep the customers waiting for an answer.
That’s why an efficient sales analytics platform is essential.
What Is Sales Analytics And Why Salespeople Need It?
A sales analytics tool gathers leads and sales data to help salespeople analyze sales performance, predict trends, and make strategic sales decisions.
Creatio’s sales analytics is an end-to-end CRM platform that helps salespeople with:
- Better visualization and reporting: Creatio’s sales analytics platform provides real-time visibility into sales and customer data. It presents data in visually appealing, digestible graphs and charts, making it easy for salespeople to understand complex data and make faster decisions.
- Accurate sales forecasting: Salespeople can leverage Creatio’s AI-powered sales analytics for real-time insights, historical sales data, and trends. They can use it to forecast demand and sales performance, set goals, and plan sales strategies to achieve them.
- Automated lead scoring: Salespeople can set up automated lead scoring rules to score and nurture leads with a high propensity to convert.
- Real-time KPI tracking: Creatio’s sales dashboards and reports enable salespeople to monitor diverse KPIs, such as conversion rate, sales cycle
duration, and revenue trends, in real time. This helps salespeople evaluate every stage of the sales pipeline, assess its health, and make decisions to improve performance.
Here’s what a user had to say about Creatio’s capabilities: “Creatio provides an intuitive interface, empowering seamless collaboration across sales, marketing, and service.Robust features enhance efficiency, making it a standout CRM for businesses aiming for streamlined operations.”
However, like every tool, Creatio has its limitations too. For example, here’s what a customer had to say in their review: “Creatio's reporting capabilities lack advanced analytics, limiting in-depth insights.”
This is also what many Creatio users told us. They have plenty of sales data, but are unable to extract value or make sense of it. Without complete, accurate data and meaningful insights, companies risk losing out on good sales opportunities.
At Implemify, we understand the longstanding challenges around data silos and limited actionable insights.
That’s why we built the Implemify Sales Analytics App to help sales teams unify all sales data and metrics into one place and prevent them from missing sales opportunities. Our no-code/low-code Sales Analytics solution has already been launched on Creatio’s Marketplace.
How Implemify’s Sales Analytics App Benefits Creatio Users?
The Implemify Sales Analytics app makes sales data simple and actionable. It consolidates and interprets metrics such as conversion rates, sales pipelines, and trends, and helps Creatio users identify untapped opportunities and forecast future demand accurately. The AI-powered app’s intuitive dashboards can easily filter and drill down the data, segment opportunities, and help the sales team prioritize the opportunities that matter the most for achieving sales goals.
Here are a few features of the Sales Analytics app that the sales team can leverage to unlock the full potential of Creatio’s CRM.
- AI Story: The app provides a personalized snapshot of KPIs for opportunities and leads. This saves the time Creatio users spend analyzing data. They don’t have to spend time digging through the data and can instead focus on hitting the
sales target faster. - Leads analytics: A missed lead is a missed sales opportunity. Creatio users no longer have to spend time guessing the demographics or sources of leads. The Sales Analytics app provides all these details, making it easy for users to focus on
leads that will convert, spend budget wisely, and boost conversions and revenue. - Opportunity predictions and analytics: Creatio users no longer have to rely on guesswork or instincts to determine the pipeline health. With the Sales Analytics app, they can closely monitor the health of the pipeline from a unified dashboard, identify deals at risk, and predict success probability.
- Sales booking analytics: The sales team doesn’t have to dig through multiple dashboards and apps to find deals that hit the target or those that didn’t. They can easily track the confirmed deals, assess the team’s performance, analyze the segments that didn’t deliver, and make strategic business decisions.
- Anomaly snapshots: Don’t let anomalies in sales data go unnoticed. With the Sales Analytics app, Creatio users can quickly spot unexpected changes in sales data and eliminate them to meet targets and improve forecasting accuracy.
- NLP search: Creatio users no longer have to depend on data analysts to understand sales insights and make decisions. They can leverage the app’s NLP search functionality to ask questions in simple language and get immediate sales insights for faster decision-making.
- Reports: Creatio users can easily filter, share, and export reports in different formats to various departments.
Conclusion
Creatio is a powerful CRM that automates processes and helps better manage customers. However, as data increases, companies would need more real-time insights to track sales performances, spot trends, and make predictions.
That’s where Implemify’s AI-powered Sales Analytics app comes into the picture. The no-code/low-code platform provides a 360-degree view of the data. It helps Creatio users unlock deeper insights on what’s working and what needs attention, and make better decisions without leaving the platform.
Users can directly integrate the no-code/low-code app with the Creatio platform in just 10 minutes with minimal overhaul.
For more information, contact us.
FAQs
What is the Sales Analytics app?
Implemify’s Sales Analytics app is a no-code/low-code AI-powered solution that users can embed directly in Creatio CRM to unify sales data, gain deeper insights, and make better business decisions.
How can Creatio users gain sales insights without switching apps?
Creatio users can embed the Sales Analytics app directly into their Creatio environment without a major overhaul. This helps Creatio users get sales data from all sources directly into the Creatio ecosystem and gain access to real-time insights in one place.
Why is Sales Analytics necessary?
Yes, if processes are well defined and ownership models are clear before implementation.
How long does it typically take to see value from automation in SMB operations?
Sales Analytics platforms are essential to prevent salespeople from missing leads and opportunities and losing revenue. It provides all the sales data and insights needed for salespeople to analyze sales performance, predict trends, and make strategic sales decisions.
