CRM Reporting and Analytics Services
The need for accurate and streamlined Customer Relationship Management (CRM) data has grown over the last few years, with CRM analytics driving business decisions, marketing campaigns, cost allocations, better client relationship management, and being used as the main source for regulatory driven reporting requirements. However, most of our clients face challenges in using their CRM data to its optimum due to duplicated data, data gaps, and inaccuracies. The solutions that Acuity brings to you under CRM Reporting and Analytics address these pain points, and will help optimize the use of CRM data. Our hybrid solution, which brings you the business intelligence and the tech expertise within one team, will result in expedited streamlining of data with the use of automations, more client interaction time for your analysts by freeing them up from admin work, accuracy in regulatory driven reporting, better management decisions, and 40-50% cost savings.
CRM Reporting and Analytics - Support We offer
- Liaising with users to obtain their contact/lead data for initiation of the CRM analytics process
- Bulk cleansing (using SQL/Python) to remove duplicates, bridge gaps, correct inconsistencies and streamline the overall quality of CRM data
- Coordinating with vendors and client teams for bulk uploads/migration of unique data onto the client CRM platform (SalesForce | Microsoft Dynamics | BlueCurve | Vantage | IPREO)
- Serving as the central point of contact for research/sales analysts in all CRM reporting and analytics - related activities
- Liaising with users in account and contact creations, research profiling, entitlements, client activity log-ins, etc.
- Ensuring clean, consistent data on the CRM platform at all times
- Generating MiFID II-driven reporting, as well as operational MIS required for decision-making, costing, KPI indicators, user reviews, etc., based on data sourced from the CRM platform for a robust Customer Relationship Management Analytics
- Analysing broker votes
- Automating and visualising data through .NET and Python
CRM Reporting and Analytics - Support We offer
- Liaising with users to obtain their contact/lead data for initiation of the CRM analytics process
- Bulk cleansing (using SQL/Python) to remove duplicates, bridge gaps, correct inconsistencies and streamline the overall quality of CRM data
- Coordinating with vendors and client teams for bulk uploads/migration of unique data onto the client CRM platform (SalesForce | Microsoft Dynamics | BlueCurve | Vantage | IPREO)
- Serving as the central point of contact for research/sales analysts in all CRM reporting and analytics - related activities
- Liaising with users in account and contact creations, research profiling, entitlements, client activity log-ins, etc.
- Ensuring clean, consistent data on the CRM platform at all times
- Generating MiFID II-driven reporting, as well as operational MIS required for decision-making, costing, KPI indicators, user reviews, etc., based on data sourced from the CRM platform for a robust Customer Relationship Management Analytics
- Analysing broker votes
- Automating and visualising data through .NET and Python
How we are different
PROCESS OPTIMISATION
RESEARCH PEDIGREE
NEARSHORE CAPABILITIES
STRONGER SERVICE QUALITY LEVELS
SCALABILITY
What we have done
CRM Data Migration And Ongoing Maintenance Support to a European Investment Bank
What we are proud of
40%
cost savings
20%
more client-facing time
Our Perspective on CRM Analytics
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