The analytic CRM system – the first BI solution in cloud in Slovakia
Project delivery: August 2016
The long-term intention of the analytic CRM system for SLS-Technaco is to provide comprehensive view on corporate business activities. Up-to-date information aggregated in one place significantly improves decision-making process of managers and sales representatives.
The main aim of the project was to design an integrated site and offer a possibility to immediately and adequately respond to everyday business and managerial questions. The project represents a key technological platform for managerial decision-making. The first version of Analytic CRM contains more than 20 managerial interactive reports. Thanks to the professional performance and previous experience of our consultant as well as Microsoft Power BI technology, the solution was delivered within 15 work days of senior consultant.
The new tool provides SLS – Technaco with a lot of managerial benefits:
- information about the current business status wherever and whenever,
- insight on current status of orders, invoices and claims,
- customer file containing comprehensive customer data,
- information about fulfilment of the plan and commission prediction for sales representatives,
- possibility to evaluate and manage sales activities,
- reduction of costs related to distribution and evaluation of reports,
- immediate and accurate respond when dealing with customers or partners.