Cookies help us display personalized product recommendations and ensure you have great shopping experience.

By using this site, you agree to the Privacy Policy and Terms of Use.
Accept
SmartData CollectiveSmartData Collective
  • Analytics
    AnalyticsShow More
    big data analytics in transporation
    Turning Data Into Decisions: How Analytics Improves Transportation Strategy
    3 Min Read
    sales and data analytics
    How Data Analytics Improves Lead Management and Sales Results
    9 Min Read
    data analytics and truck accident claims
    How Data Analytics Reduces Truck Accidents and Speeds Up Claims
    7 Min Read
    predictive analytics for interior designers
    Interior Designers Boost Profits with Predictive Analytics
    8 Min Read
    image fx (67)
    Improving LinkedIn Ad Strategies with Data Analytics
    9 Min Read
  • Big Data
  • BI
  • Exclusive
  • IT
  • Marketing
  • Software
Search
© 2008-25 SmartData Collective. All Rights Reserved.
Reading: How to Make Sure Your CRM Dashboards Are More Than Just Pretty Pictures [VIDEO]
Share
Notification
Font ResizerAa
SmartData CollectiveSmartData Collective
Font ResizerAa
Search
  • About
  • Help
  • Privacy
Follow US
© 2008-23 SmartData Collective. All Rights Reserved.
SmartData Collective > Uncategorized > How to Make Sure Your CRM Dashboards Are More Than Just Pretty Pictures [VIDEO]
Uncategorized

How to Make Sure Your CRM Dashboards Are More Than Just Pretty Pictures [VIDEO]

Dan Edwards
Dan Edwards
3 Min Read
SHARE

Dynamics CRM contains a lot of information that’s crucial to many people across different layers of any given organization. Sales people need customer overviews and opportunity pipelines, support staff need case management and activity information, marketing staff need campaign and response information, and other users need information on records, transactions and activities.

Dynamics CRM contains a lot of information that’s crucial to many people across different layers of any given organization. Sales people need customer overviews and opportunity pipelines, support staff need case management and activity information, marketing staff need campaign and response information, and other users need information on records, transactions and activities.

Most importantly, managers and executives need a top-down view with summarized data to make quick and informed decisions about the business and its direction.

The days of spending weeks on reports for a 360-degree view of your customers and service activities should be a thing of the past. Using a BI tool for Dynamics CRM means the hard work is done for you.

More Read

I’m No Google Fan Boy, But…
On A Smarter Planet … Some Organizations Will Be Smarter-er Than Others
Open-source on Wall Street
Cloud Software and Business Modernization: Part One
Here Comes Web 3.0: Wolfram|Alpha Launches Today

But with all the options for dashboards, table designs and multi-dimensional analytics, your data in CRM needs to be more than just pretty, static pictures. They need to serve a fundamental purpose and function that you understand and can execute upon with great ease.

This video below is a brief example of how interactive and easy the dashboards and reports can be. They’re built in a way that allows you to examine every facet of your data with confidence and clarity.

To get more general information about how to build your dashboards specifically, you may also want to check out this article on practical BI dashboard design.

ZAP BI brings additional power to Dynamics CRM and turns all of that data into powerful information. It enables the consumers of the information to ask questions of the data and get to the detail they need to make important business decisions. Don’t let your dashboards collect dust as pretty pictures on the wall. Make sure you’re using them to their fullest extent and tackling tough questions with a few clicks of your mouse.

Share This Article
Facebook Pinterest LinkedIn
Share

Follow us on Facebook

Latest News

big data analytics in transporation
Turning Data Into Decisions: How Analytics Improves Transportation Strategy
Analytics Big Data Exclusive
AI and fund manager software
AI And The Acceleration Of Information Flows From Fund Managers To Investors
Artificial Intelligence Exclusive
sales and data analytics
How Data Analytics Improves Lead Management and Sales Results
Analytics Big Data Exclusive
ai in marketing
How AI and Smart Platforms Improve Email Marketing
Artificial Intelligence Exclusive Marketing

Stay Connected

1.2kFollowersLike
33.7kFollowersFollow
222FollowersPin

You Might also Like

Maybe you’re just not that into your data?

8 Min Read

Map-reduce in R with Amazon EMR

2 Min Read

Answer to OTP Bypass: Out-of-Band Two-Factor Authentication

8 Min Read

Commerce Department Calls for Privacy Enforcement

2 Min Read

SmartData Collective is one of the largest & trusted community covering technical content about Big Data, BI, Cloud, Analytics, Artificial Intelligence, IoT & more.

ai chatbot
The Art of Conversation: Enhancing Chatbots with Advanced AI Prompts
Chatbots
data-driven web design
5 Great Tips for Using Data Analytics for Website UX
Big Data

Quick Link

  • About
  • Contact
  • Privacy
Follow US
© 2008-25 SmartData Collective. All Rights Reserved.
Go to mobile version
Welcome Back!

Sign in to your account

Username or Email Address
Password

Lost your password?