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Help yourself to better business performance

Customers provide businesses with more information than ever before: by phone, by chat, in email and in-person. Every interaction leaves a trail of information businesses can use to improve offerings and increase sales, but much of the time, this information is under-used.

Important information about customer preferences, high-potential segments or sales activities stays hidden away from view. Leaders cannot access it to proiritize actions or make decisions. Opportunities are lost because it takes too much time or too many resources to piece the data together and understand what concrete actions are needed as a result.

This is something we want to change.  Many companies already have much of data they need in CRM, ERP, marketing automation tools and self-managed databases.

That’s why we are so happy to introduce ‘self-service analytics’. Self-service analytics help you take idle data and turn it into an asset. This includes helping you:

  • reach more customers
  • monitor changes in customers over time
  • prioritize the right segments or customer cases
  • plan activities and reach goals

If you aren’t sure exactly what you are looking for, self-service analytics lets you ‘play’ with your data and see your business from completely new angles. It’s amazing what you can find, once you start looking. If you haven’t thought doing analysis was fun before, this might just change your mind.

Try it yourself

Don’t believe it is as easy as good as it sounds?

You can try self-service yourself! Here’s how:

If you are a current Business Analyze cloud customer, visit our community to learn how your system administrator grants you access to the new dashboards.

If you are not a current customer, get in touch and we will help you get more insight from your data.

Self-service analytics for SuperOffice

Self-serve analytics are pre-configured to work in partnership with SuperOffice. When you connect SuperOffice and self-service anaytics,  all data in SuperOffice (including user-defined fields and lists) will be available, structured and ready for analysis.

This isn’t just a another template! Graphs and charts are already done for you with actual figures.

You can help yourself to valuable insight about 8 key areas in a matter of seconds: customers, activities, sales, products, projects, customer service. You supply the raw data and self-service analytics will do the rest.

You can also bring in data from other systems into self-service dashboards, so you have complete insight into all areas of the business in one place. (for example invoicing or pricing)

Would you like to see exactly what insights you can gain? Request a demo based on your own data.

Self-serve analytics provide deep insight into customers, marketing, sales, and customer service.

How does it work?

We designed the self-service analytics dashboards based on more than 15 year experience with dashboard design. Because of the way navigation buttons are placed, you can move quickly from view to view, looking for opportunities in many different data sets.

Clear visualization help you focus in on what matters. From each visualization you can navigate to more detailed levels of information to better understand what it means.

  • Choose your type of analysis
  • Filter what you want to see
  • Choose the unit of analysis

Leaders and managers for sales, operations, customer service and marketing can better explore data with self-service analytics. This is important for understanding business performance, making action-plans and evaluating opportunities.  

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Let’s look at this example:

Let’s say you want to help sales work effectively to close new deals. Have we control or not?

Go to the sales analytics dashboard and see exactly how much is in the pipeline in terms of revenue and volume (units) or cases.  You can view by whatever time interval, product category, or organisational level you choose.

Then you can look at all the ‘Open’ sales and see if each one has planned sales activities.

Select: Sales date = Future and Status= Open
Analyze by: Activity

Here you see 26 million in sales is open, but there are 23 of 27 cases where activities towards these potential customers are NOT registered.  If this is the case, then you can address the issue in the next sales meeting or one-on-one. You find details about each specific cases by clicking on the data point.

When do I use self-serve analytics?

Every business, no matter how big or small, can benefit from self-serve analytics.

Furthur reading: Learn how Glunz and Jensen uses self-service analytics

If you already use Business Analyze for SuperOffice, self-service analytics works well together with other dashboards.

How can I get self-serve analytics?

Contact us and we will help you get set up.