Dashboards in CRM systems are key tools for managing a business. They provide visual analytical panels that help company leadership make informed decisions based on data. <br><br> Dashboards integrate key performance indicators — such as leads, conversion rates, average transaction value, repeat purchases, and profit margins — into a single system, allowing users to see how changes in these areas impact profitability. With real-time updating dashboards, managers can quickly analyze data across all departments of the company. Implementing advanced analytics with KeepinCRM and dashboards not only helps track the current state of affairs but also forecasts future changes, which supports business optimization and increased profitability.
Integration of advanced analytics from KeepinCRM transforms any business by making processes more transparent and efficient. Here are the key benefits you get:
Working with sales data: Understanding each transaction, identifying profitable products, and opportunities for optimization.
Customer Analysis: Identify who your customers are, segment your audience, and improve your marketing to boost sales.
Effectiveness of Managers: Analyze team performance, identify best practices, and promote their development.
Call and Communication Channel Analysis: Evaluate which communication channels are most effective and optimize your engagement strategy.
Sales funnel: Visualization and optimization of the sales process, tracking and eliminating problem areas.
Dashboard is a customizable tool that can be adapted to the individual needs of a business, providing instant access to key metrics in a visually clear format.
Sales Dashboard: Visualizes the sales cycle, allowing you to track deal stages and analyze funnel conversion. Key features: Sales visualization, deal stage analysis, and manager performance evaluation.
Marketing Dashboard: Focuses on tracking the ROI of advertising campaigns and analyzing marketing channels. Key features: ROI tracking, traffic analysis, and channel evaluation (provided that end-to-end tracking tags are set up).
Financial Dashboard: Monitors income and expenses, analyzes project profitability. Key features: Financial control, comparative budget analysis.
Personnel Management Dashboard: Monitors employee KPIs and departmental performance. Key features: KPI analysis, task performance tracking.
Operational Dashboard: Manages operational processes and monitors resource usage. Key features: Operations control, resource monitoring, deadline tracking.
At D4CRM, we turn complex challenges into simple solutions. Specializing in the integration of advanced analytics with KeepinCRM, we offer not just services but a comprehensive solution tailored to the unique needs of your business.
We’ll help you:
Adapt – We configure KeepinCRM to align closely with the specifics of your business, providing the necessary flexibility and scalability.
Integrate – Our approach to data integration ensures smooth operation and synchronization of all system components, which helps enhance the overall efficiency of your team’s work.
Analyze – Using advanced analytical tools, we uncover hidden patterns and trends that you can leverage to optimize your marketing campaigns.
Choosing us means adding a new point to your business success map — expertise and personalization. We’re not just experts in advanced analytics with KeepinCRM; we’re partners ready to fine-tune every aspect of your project. <br><br> Our approach ensures that every metric and analysis not only reflects the current state of affairs but also paves the way to new business opportunities. Implementing advanced analytics with KeepinCRM will not only help you gather data but also transform it into actionable insights for informed decision-making.
We optimize your business processes and increase work efficiency through in-depth data analysis and customized solutions. Discover how advanced analytics for KeepinCRM can transform your business!
Development of an adapted Bitrix24 mobile application for a Ukrainian dealer network engaged in regional sales.
D4 CRM company is constantly testing Bitrix24 features on itself and uses this CRM for sales and marketing automation. In this case study we will tell you how Bitrix24 helps to work with the contacts of the audience who sign up for our webinars.
Implementation of a system of automatic control of overdue payments for Emea trading wholesale company, using Bitrix24 integration with 1C to improve efficiency of work with client base and increase control over accounts receivable.
We were approached by the owner of an online store who needed help in automating business processes, namely setting up and activating the ability to send birthday greetings to the store’s customers. An NDA was signed with the company, so we will omit its name.
Investment and development company GRAF-DEVELOPMENT, specializing in business-class residential real estate in Odessa and the region, approached us with the task of automating the process of creating sales contracts in Bitrix24. The goal was to speed up the work of managers and minimize the impact of the human factor.
Our client conducts all work with clients in Bitrix24: the system records enquiries from all sales channels, saves contact information about the client into a single database and records the history of communications. Managers can create new bookings directly in Bitrix24, which are displayed in PMS, and vice versa, all requests from PMS turn into deals in Bitrix24. All work with transactions is done in the portal, documents and invoices are automatically generated and sent from Bitrix24.
We were approached by our regular client, the Robocode online programming school. When the company started to actively expand and hire new employees, the HR department became overloaded due to the lack of systematization of the selection process, a large volume of routine tasks and the lack of a common platform for storing information about candidates. The company decided to automate candidate recruitment and internal HR processes with Bitrix24.
Development of an automated system for collecting customer feedback and controlling the quality of services in a construction supermarket operating in the B2B market.
Automation of goods shipment processes for a supplier of children’s goods in the B2B market using Bitrix24 CRM system.
Gain access to exclusive tools for analyzing and optimizing your business processes.
Fill out the form below to discuss collaboration opportunities and receive a free consultation from our managers. Leave your contact details, and we will reach out to you to demonstrate all the benefits of advanced analytics for KeepinCRM.
With KeepinCRM, your business will grow. Fill out the form now and start your journey to success!
info@d4crm.com
info@d4crm.com
+ 38 (063) 020 39 35
+ 4 (857) 356 99 65
Bulgaria, Burgas, ap.complex “Perla” 7, fl.7, ap.15
Ukraine, Odessa, 5 Greek Street
