StayinFront CRM Overview

StayinFront CRM Overview

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StayinFront Analytics is a powerful data analysis and decision support tool specifically designed for non-technical users. StayinFront Analytics can be delivered as a Windows® application or through a browser, via the web. Through the use of intuitive Drag, Drop and Drill technology, Stayinfront Analytics can be used to quickly and easily analyze sales, marketing and financial information from any database.

Although StayinFront Analytics can be used as a standalone application, it is most valuable when integrated with StayinFront CRM, taking full advantage of critical customer information.

CRM & Analytics

StayinFront CRM with its integrated analytics closes the loop between analysis and action. It enables a continuous cycle of discovery, investigation, action and review.

Ask & Discover

Dynamically explore data to uncover previously inaccessible information. Respond to ad hoc inquiries with accurate and timely answers.

Investigate & Learn

Drill into results to determine causal factors. Compare sets of disparate information. Follow paths through the data to gain insight.

Action

Use results to drive initiatives. Set CRM actions in motion directly from analytical results.

Review

Measure performance and results. Determine the effectiveness of actions and initiatives.

Data Analysis made easy

With StayinFront Analytics integrated in the front-end of StayinFront CRM, users can analyze any set of data within the CRM system enabling result sets to be used to drive CRM functionality.

A StayinFront CRM with analytics view showing a portion of results from a set of sales data that can be used to initiate further workflow actions or campaigns

Analysis in StayinFront CRM is not limited to areas which have been pre-configured by technical experts. Users can analyze any data stored in the CRM system (subject to security rules). Data can be unlocked across the entire CRM information asset.

Benefits

• Sales Analysis, Forecasting and Reporting
• Opportunity Analysis
• Call Reporting
• Key Performance Indicator (KPI) Delivery
• Trend Analysis
• Financial Analysis
• Inventory Analysis
• Customer Profitability / ROI Analysis

Features

Views

The StayinFront CRM user interface is oriented around user-configurable ‘views’ which provide access to parts of the CRM system. Views are accessible through shortcuts on the view bar. In StayinFront CRM, analytic views are accessible from the view bar alongside other CRM views. Users can organize their view bar around common sets of tasks.

The view bar alongside an analytics view

User-Friendly Dashboards

Dashboards in StayinFront CRM can combine navigation elements, such as calendar summaries and tasks lists, with informational elements like messages. StayinFront Analytics views can be embedded and used interactively inside the dashboard alongside these elements.

StayinFront CRM dashboard with embedded StayinFront Analytics

Forms

StayinFront Analytics views that are related to a particular entity (such as a Person or Organization) are automatically made available when viewing a form for that entity.

Form and Analytics for 'Dr Wendy Adams'

Workflow

Exceptions identified in StayinFront Analytics can be used to start CRM workflows via hyperlinks. An example would be a StayinFront Analytics view highlighting a customer whose activity is in decline. A click of a hyperlink would start a multi-stage workflow process designed to reverse the customer’s decline.

Guided Analytics

Advanced users can pre-configure analytical views for users with less experience. Navigation paths through the data can be pre-configured to allow less capable users to explore exceptions and investigate results.

A view showing sales data by representative

Presentation Quality Graphics

The powerful graphing engine built into StayinFront Analytics provides precise formatting of a wide range of graph types. Graphs are drawn using sophisticated layout algorithms and advanced rendering technology to ensure that they are well proportioned and have a smooth and attractive appearance.

Graphs in StayinFront Analytics

The ‘results grid’ provides complete control over formatting of numbers, alignment, fonts, borders and backgrounds. Named styling rules are applied to ensure that styling is consistent even if the data changes.

A results grid with formatting

Scalable

StayinFront CRM incorporates technology that ensures large queries performed by StayinFront Analytics return results in an instant. The StayinFront Application Engine creates, manages and maintains ’data marts’ using Microsoft Analysis Services. High level queries which would require a large amount of processing are directed to a data mart. More specific queries can be run against the main database.

StayinFront Application Server integrates multiple databases and the transactional database into a single space for analytics

StayinFront CRM has proven data marts in Microsoft Analysis Services to be manageable and provide high levels of performance with hundreds of millions of rows of data, allowing a data mart to contain a complete representation of areas of the CRM database.

Remote Deployment & Management

StayinFront CRM is easy to deploy and manage in an environment with remote users who need to synchronize their data. Analytics data is scoped and replicated at the same time as CRM data. StayinFront Synchronization includes built-in features for installing and managing data marts on remotes.

WAN/Web Deployment

StayinFront CRM deploys in a WAN/Web environment as part of the StayinFront CRM application shell using ‘ClickOnce’ deployment. ClickOnce allows StayinFront CRM to be deployed to connected users, with no installation, using a single hyperlink.

All communications between client and server are HTTP based; meaning StayinFront CRM and StayinFront Analytics will operate across any network environment that supports Web browsing.

• Graphical and Tabular Viewing
• Exception Reporting
• Powerful Filtering
• Printing
• Exporting