MoData -Sales Analytics For Microsoft Dynamics
Integrated Sales Forecasting, Pipeline History Tracking, Activity Tracking & Sales Reporting
Combine all of your sales & marketing data across Dynamics CRM, marketing, sales prospecting & customer success systems
- 100s of ready to use Sales Reports
- History Tracking
- Pipeline Inspection
- Funnel Progression Monitoring
- Sales Forecasting
- Deal Scoring & Predictions
- Activity Tracking
- Deal Prioritization.
Sales Pipeline & Funnel Progression History
- Capture every change in your Microsoft Dynamics CRM based sales pipeline.
- Recreate your pipeline "as-of" last day, month, week, quarter or year and compare side by side to identify trends and anomalies.
- Analyze flow of opportunities through sales funnel to identify bottlenecks based on historical data capture.
- Out-of-box sales forecasting with AI-based deal scoring.
- Map your existing lead and opportunity stages from Microsoft Dynamics CRM to customizable sales forecasting categories.
- Get an accurate view of your quarter. Let funnel movement and rep-activity identify at-risk deals.
- Prioritize deals to based on historical Microsoft Dynamics CRM data to maximize revenue attainment.
- Automated CRM (task, call & notes etc) as well as Email / Calendar ( inbound / outbound messages) activity capture
- Automatically map activities to your existing contact, lead and opportunities in Dynamics CRM..
- Accelerate Account Based Sales campaigns by tabulating activities by target accounts & identifying target accounts with low engagements
- Qualitative engagement score for target accounts based on NLP powered email text analysis, meeting attendance rate and "reply-rate" cadence
- Provides integrated analytic and reporting capabilities for Microsoft Dynamics CRM data in combination with lead nurturing data from other systems like Marketo / Dynamics & Email / Calendar data from office 365/ Gmail.
- Adds ability to track all changes to Dynamics 365 CRM data and enables pipeline & lead history inspection, allowing sales teams to compare changes to pipeline and lead statuses between any two time periods
- Adds sales forecasting capabilities to Dynamics 365 CRM, enabling AI based deal scoring and quota attainment predictions.
- Adds automated activity capture & NLP based qualitative engagement scoring for target accounts to empower account based sales initiatives