Most CRM systems promise sales and marketing analytics. Yet when it comes time to access crucial data, you hit wall after wall trying to create reports that answer pressing business questions. Either the reporting is too rigid or you get handed off to add-on business intelligence tools with another learning curve and additional costs.
Workbooks CRM breaks the cycle by embedding powerful BI directly within its user-friendly interface. The platform puts insights at every user's fingertips with:
Over 100 Customizable Reports Spanning Sales, Marketing & Service
Workbooks comes equipped with an expansive library of report templates for analytics on leads, pipeline performance, campaign ROI, service case management and more. These interactive reports are pre-optimized for the most common business questions. Better yet, users can fully customize reports with a simple drag and drop builder, requiring no technical skills. Within minutes, adjust fields, filters, chart types and formatting to get to the data your team needs.
Interactive Dashboards for Data Visualization
Workbooks’ dashboards take reporting a step further by allowing you to combine multiple reports into unified, graphical views for at-a-glance data visualization. Track KPIs, drill into reports, spot trends and share dashboards with stakeholders for greater visibility into cross-departmental metrics.
Scheduled Reporting & Integrated Distribution
Set reports and dashboards to automatically run on schedules to consistently deliver insights. Better yet, reports can be instantly emailed to designated stakeholders or teams based on permissions. Remove manual work in data distribution.
Augmented Analytics & AI-Driven Insights
Let Workbooks lend a helping hand with AI-enabled analytics features. The platform detects insights, trends and anomalies within datasets automatically highlighting what merits attention without needing to know what you’re looking for. Workbooks also provides suggested visualizations and reporting combinations matched to your data.
Real-Time Analytics That Scale
As data grows, speed slows with many CRM analytics unable to keep pace. Workbooks leverages in-memory analytics and columnar cloud data warehousing unlocking faster insights no matter the data size. Eliminate batch processing and ETL for analysis at the speed of business.
By infusing CRM with embedded BI, Workbooks transforms how teams leverage data. No more painful reporting builds, costly add-ons or analytics limitations. Unlock insights faster within the platform your staff already uses daily driving greater adoption and measurable business impact powered by analytics. The results speak volumes - with Workbooks CRM, data transforms from back-office function to strategic competitive advantage.