Pivotal Overview - CRM Analytics

Pivotal Overview - CRM Analytics

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Pivotal Analytics is a complete end-to-end business intelligence (BI) solution that enables businesses to derive greater insight and value from their CRM data, giving users the ability to analyze data, identify trends, and make better-informed business decisions, faster.

Built on the Microsoft BI platform, Pivotal Analytics is an open, highly interoperable solution that enables users to leverage their existing in-house skills and investment in Microsoft® technology, leading to faster deployment and a lower total cost of ownership (TCO). This affordable, low-risk solution offers both the flexibility of a BI tool framework and the usability of a pre-packaged analytics application, making sophisticated analytical capabilities accessible to practical companies seeking rapid results.

Pivotal Analytics is designed to give users at all levels of your organization the ability to get answers that will help them make informed, data-driven decisions; identify and react to trends; monitor progress towards corporate goals; take corrective action in a timely manner when needed; and pinpoint unexplored opportunities.

• Data Mart Schema
• Data Integration and ETL Routines
• Built-In Set-Up Wizards for SQL Server
• Microsoft Office Integration
• Open Interface to BI Viewers and Analysis Tools
• Pre-Defined Sales and Marketing Reports and Analysis Templates

Reports lets you review past performance, but to make critical daily business decisions, you need to know where you are now—and where you're headed. Pivotal Analytics provides the tools to understand even the most complex business data and answer key sales questions to assist in timely decision-making. Spot trends, identify factors, and make more confident business decisions based on sound data.

Pivotal Analytics is based on the Microsoft BI platform, enabling you to leverage existing licenses and in-house skills to implement a cost-effective solution that requires only a fraction of the usually high resources, time, and costs to deploy a decision-support system. Its Microsoft foundation gives Pivotal Analytics a familiar interface and features, easy for users at all levels of the organization to learn and use.

Out of the box, Pivotal Analytics allows you to quickly assemble extract, transform, and load (ETL) routines, data mart schema, and reports to generate a prototype analytics solution in days—not months. Slice and dice data, drill down for detailed information, perform reporting on exceptions, implement user-defined measures and alerts, and create dashboards, ad hoc reports, and charts to gain deep insight into customer behavior, campaign effectiveness, and sales opportunities.

Pivotal Analytics enables sales managers to examine their sales pipelines at in near-real-time to recognize trends and spot deviations from existing forecasts. Users can track opportunity value versus booked revenue by region, product, source, and time. Drilling down into related details, they can identify specific opportunities, regions, and sales agents, looking for tell-tale signs of problems such as understaffing or ineffective sales reps. Rapid, regular analysis identifies problems sooner, avoiding costly oversights and allowing for timely corrective action such as territory and account-management changes.