Sage CRM Dashboards; an Overview

In a previous life I worked for GE as a Six Sigma Black Belt (for those readers unfamiliar with Six Sigma it is essentially a process improvement methodology and other methodologies are available(!)). One of the key fundamentals of Six Sigma was analysing what was “Critical to Quality” from a customer perspective so that projects focussed on the right improvements. Having improved a process some bright spark came up with the idea of showing the level of improvements on a dashboard. Literally it looked like a car dashboard with pointers and all showing how bad we were before versus how good we had become. I remember some customers thinking we were mad when we presented our monthly dashboards but now everybody is at it.

With the proliferation of IT systems every company has hundreds of data points that need to be analysed so that decisions can be made quickly and easily. Company bosses want to see live KPI’s, Customer Service Managers want to analyse root causes of issues and Sales Directors want forecasts and pipelines. Business Intelligence tools have become big business and viewing Dashboard information in your CRM system is a pretty much standard requirement.

Sage CRM not only provides dashboards but interactive dashboards. By this I mean, depending on what you click in one area of the dashboard, information pertinent to that data will show in another area. So you may have a list of cases and if you click on one you will see the detail of that case in another panel. You can also carry out standard actions like changing a Case Status without having to go to the record itself. Graphical charts present the data in such a way that easy and quick business decisions can be made and a user can have any number of dashboards. Administrators can also create dashboards and share them with selected users. All this is done within Sages CRM’s easy to use interface.

I may not have explained Sage CRM’s interactive dashboards too well but take a look at the video below for a quick overview of what you can expect or contact SeeLogic for more information.


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