Gain actionable insights from CRM to Finance

Need: Full visibility across their CRM and Finance system to provide Sales with actionable insights.

Description: A CFO has the requirement to empower the Sales department with actionable insights that will assist with Sales campaigns, at the touch of a button. Currently, the CFO must export and manipulate data across multiple spreadsheets, which is both time-consuming and inefficient.

Strategy: Lead to Ledger

Solution: With seamless integration across both platforms, the CFO can easily pull data from the Finance system, into the CRM platform which turns the finance data into detailed insights using powerful analytics that are available in the CRM system. These insights can then be used by the Sales and Marketing teams to produce more effective campaigns.  

Benefits

• Saving time on manipulating data in excel.
• Greater insights available with use of powerful analytic software.
• Combination of finance and sales/marketing insights for complete end to end insights.
• Information able to be scheduled and sent to users when they want it to be, reducing time in sending information out manually and waiting for reports to run.