Learn how inventory, competitive pricing, discounting, AP, promotion and campaign results can be combined with your CRM data so you know how your business processes impact your customers’ experiences.
Examine a single source of truth to view the performance of underwriters, analyze the quote count and revenues of specific branches or agencies, and quickly identify process bottlenecks and breaches.
See how you can visualize the management of incidents, ensure and track SLA compliance, and easily escalate and reassign cases for better case management and an understanding of how your systems are running.
Discover how to combine data from sales force automation tools to present analytic views of new sales revenue, win-loss performance and current pipeline.
Learn how a gift card sales interactive dashboard integrates Kofax mobile payment transaction data with data from downstream business systems of record into a single analytical experience for the information you need to improve your customers’ experiences.
Discover how to better support the complexities of the not-for-profit space with interactive dashboards that present customized metrics from CRM systems and data from external sites for real-time data analysis.