CRM Business Intelligence for Mid-Sized Companies

Posted by Donna Krizik on February 13, 2013


Business Intelligence (BI) and KPIs (Key Performance Indicators) are finally affordable and easy to use for a mid-sized company. Many Microsoft Dynamics CRM users are experiencing sales and inventory data that flows from the Dynamics GP system using the adapter provided free of charge to all Dynamics GP customers or another integration tool such as Scribe Insights. Keeping track of metrics such as sales, orders, and leads is standard in Dynamics CRM, but looking at a customer’s average days to pay, last invoice, and last payment is available to Dynamics CRM users though the Dynamics GP customers metrics.

Of course, Dynamics CRM tracks more than sales information.  Using the marketing module, users can see the marketing and sales funnel, campaign responses, referral information, etc.  With add-on tools like SalesFUSION, every email sent can be tracked in Dynamics CRM as well as web activity such as click-through, bounces, average time per visit initiated by a contact or lead in your Dynamics CRM system on your website or through your e-mail messages.  Social media mentions by your contacts can be tracked with accelerators for Dynamics CRM as well.

When you use the Dynamics CRM service module, Dynamics CRM users can track cases by customer, contract, resolve rate, average wait time, etc.  With some of the Dynamics CRM adaptors, you can encourage your customers to open support cases online and have them integrate directly into a queue in Dynamics CRM to be worked immediately by your support team.

Contact Crestwood Associates  about linking your Dynamics GP system with your Microsoft Dynamics CRM system.

Crestwood Associates holds a Microsoft Partner Network Gold Enterprise Resource Planning (ERP) competency with over thirteen years of experience serving Microsoft Dynamics GP customers in the Chicago Illinois Area.


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