CRM Administration and Analysis

Product details

more information: Configuration & Documentation

Thanks to traceable, up-to-date, detailed documentation and process descriptions for the CRM application and its add-ons, including a change history, you can get an overview of the current data model of your individual CRM system. Based on this centrally-stored information, you can export a complete documentation file in various file formats at the touch of a button. This helps even new employees learn the system quickly.

Analytic CRM evaluates customer data and therefore helps to improve customer relationships. The analytic CRM components integrated into update.seven assist you through systematic editing and evaluation of the data collected with the control and continuous optimization of customer-oriented operative CRM processes. Your own operative CRM system or external data sources can serve as the basis for this – it is also possible to connect to BI (Business Intelligence) tools.

With their methodical evaluation of customer data, quick, needs-based analyses and reports about operative data provide results that can be interpreted quickly, which can serve as objective decision-making bases for entrepreneurial decisions.

update.seven cockpit forms the basis for detailed and up-to-date system documentation of your CRM system. You manage your configuration elements (designer elements, data model, triggers, etc.) as processes, record ongoing adaptations, and receive, thanks to extensive description, an overview of the system and add-ons including a change history. The included transport management allows a simple transfer from the development system to test and productive systems. An international CRM system can thus be administered centrally and distributed easily to various branch offices. Furthermore, update.seven cockpit can be used to expand an implementation with pre-defined processes by importing best-practice business templates.

For additional details and information about the products:

• update.seven cockpit

Analytical CRM components complement the operative CRM to form a continuous solution. Your own operative CRM data or external data sources can serve as the basis. Integrated analysis functionalities as well as incorporation into BI tools offer multi-dimensional possibilities, drill-down and drill-through possibilities, thus providing quick, needs-based analyses, reports, and decision-making aids that are based on them.