How Much Time Do You Spend Waiting Around for Numbers?

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Manual Processes are Impacting Your Sales

You’re wasting too much time trying to compile market information yourself or waiting for someone to do it for you. It’s reducing your effectiveness and your ability to bring in more sales.

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You Weren't Hired to Write Reports

Your lack of technical skills in a complex reporting environment makes you reliant on IT for reports, dashboards, and valuable data to help you close more deals and drive revenue.

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You Can’t Access the Data You Need

From gathering customer data to tracking goals, salespeople are collecting and using data at every possible minute. Using your data effectively can be challenging if you can’t access that data from wherever you are.

Easily Create, Visualize, and Share Your Sales Reports and Dashboards from Anywhere

Reach Your Sales Goals Faster

Know instantly which product line to focus your sales and marketing efforts on to reach that target revenue increase while still maintaining a minimum profit margin. With insightsoftware’s reporting and analytics solutions, sales team members know where they stand any time of the quarter, month, week. or day, and managers can know where to look for improvement.

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Create Your Own Sales Reports and Dashboards

Flexible dashboards play a huge role in managing day-to-day operations, measuring performance, and adapting quickly to changing conditions. Easily pull numbers to identify trends of customers who “bought X also bought Y” to quickly adapt marketing focus, increase engagement, and widen the customer net.

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Unlock Customer Insights

Which customers are the most profitable? It’s essential to understand your customers to identify where efforts should go and gauge how your business is doing. Lifetime value. Sales by customer. Profitability by customer. Make sure you’re spending quality time with who and what matters to drive your best bottom line.

Salesmarketing Customerinsight

Integrates with:

Oracle

SAP

  • BPC (HANA, MS or Netweaver)
  • Business ByDesign
  • Business One (B1)
  • Business Warehouse (BW)
  • Enterprise
  • ERP
  • S4 HANA

Viewpoint

  • Spectrum
  • Vista

MRI Software

  • Commerical Management
  • Financials
  • Horizon
  • Horizon CRE
  • Qube Horizon
  • Residential Management

Epicor

  • CMS
  • Enterprise
  • ERP E10
  • ERP E9
  • iScala
  • iSolutions
  • Prophet 21
  • Vantage

Infor

  • CloudSuite Financials
  • CloudSuite Industrial (SyteLine)
  • Distribution SX.e
  • Lawson
  • LN
  • M3
  • System21

Sage

  • Business Cloud
  • ERP MAS
  • Sage100

Other

  • A+
  • PDI
  • MYOB
  • NDS
  • New World Solutions
  • New World Systems
  • NGS
  • Onesite
  • Onestream XF
  • Open Systems
  • Order Power
  • Pansophic
  • Pegusus opera
  • Munis (Tyler Tech)
  • Penta
  • Pentamation (Sungard Pub. Sec.)
  • PeopleSoft
  • PIC
  • Plexxis
  • PR03
  • Premier
  • PRMS
  • Pro Contractor
  • ProLaw
  • Q360
  • MXP (Foresight)
  • MSGovern
  • Quantum
  • Mapics
  • Kerridge (Transport)
  • Kuali
  • Local Government
  • LS400
  • M1
  • Macola
  • MACPAC
  • Made2Manage
  • MAM
  • MAM Autopart
  • Manman
  • Mark Systems
  • MRI
  • MAS Pervasive
  • Mckesson
  • McLeod
  • MediClick
  • MEDITECH
  • MFG Pro
  • MicrosOpera
  • MIP
  • Mitchell Humphrey
  • Mokum
  • Movex
  • QAD
  • Qube Horizon
  • JobBOSS
  • USL Financials
  • SyteLine
  • Takestock
  • TAM (Applied Systems)
  • TAM Online (Applied Systems)
  • TCO
  • Thomson Reuters
  • Timberline
  • TIMELINE
  • Traverse
  • UltiPro
  • Unit4
  • Vadim
  • Sys21
  • VAI-System 2000
  • Vantage
  • Verticent
  • Vision (Applied Systems)
  • Winshuttle
  • Wolters Kluwer CCH Tagetik
  • WorkDay
  • X3
  • Xperia
  • Yardi
  • Yardi-SaaS
  • SysPro
  • Synergy
  • Quorum
  • Skyline
  • RealPage
  • Renaissance
  • REOTrack
  • Retalix
  • Ross
  • Ross Enterprise (CDC)
  • RSC
  • Sedona Office
  • Serenic Navigator
  • Shared Data Systems
  • SKF
  • SmartStream
  • SunSystems
  • Softrax
  • Spokane
  • Springbrook
  • Spruce
  • Standalone DB with ODBC/DSN connection
  • Standalone IBM DB
  • Standalone Oracle DB
  • Standalone SQL DB
  • StreetSmarts
  • SUN
  • Sunguard
  • Jonas Construction
  • Jenzabar
  • AARO
  • Computer Associates
  • Cayenta
  • CCH
  • CDK Global
  • CedAr e-financials
  • CGI Advantage
  • Clarus
  • CMiC
  • CMS (Solarsoft)
  • Coda
  • Coins
  • Colleague
  • ComputerEase
  • Book Works
  • CPSI
  • CTI
  • Custom
  • CYMA
  • DAC
  • Dancik
  • Data Warehouse
  • DataNow
  • Datatel
  • Davisware Global Edge
  • Davisware S2K
  • BPCS
  • BMS
  • Deltek
  • Alere
  • AccountEdge
  • Accounting CS
  • Accountmate
  • AccPac
  • ACS/New Vision
  • Acumatica
  • Acumen
  • ADAM
  • ADP Drive
  • Agency Information Manager
  • Ajera
  • AMTECH
  • BlueLink
  • Anaplan
  • Aplicor
  • Assist
  • ASW
  • Aurora (Sys21)
  • Axion
  • Axis
  • BAAN
  • Banner
  • Bellamy
  • Blackbaud
  • Deacom
  • DPN
  • JBA
  • IFAS
  • GEMS
  • Global Shop
  • Glovia
  • Harris Data (AS/400)
  • HCS
  • HMS
  • HTE
  • IBM Cognos TM1
  • IBS
  • IBS-DW
  • ICIM
  • IFS
  • Full Circle
  • In-House Developed
  • Incode
  • Infinite Visions (Windsor)
  • INFINIUM
  • Insight
  • Intacct
  • Interprise
  • IQMS
  • iSuite
  • ITI
  • Jack Henry
  • GEAC
  • Frontier
  • e5
  • FAMIS
  • eCMS
  • Eden (Tyler Tech)
  • Emphasys
  • Enterprise Print Management Solutions
  • Entrata
  • Epic (Applied Systems)
  • Etail
  • Exact
  • Exchequer (IRIS)
  • Expandable
  • Factor
  • Famous Software
  • Friedman
  • FDM4 ERP
  • Fern
  • Fetner
  • FinancialForce
  • FireStream
  • FIS
  • FiServ
  • FiSSQL
  • Flexi
  • Foundation
  • Fourth Shift
  • ZAR
Cash In On Bi Dynamics

Cash in on BI: How to Build Revenue Driving KPIs from Dynamics

Key Performance Indicators are vital for every business, but are you defining and measuring yours effectively? Can you easily determine what activities affect sales or customer satisfaction, and how and when to adapt your measures and adjust if predictions and results aren’t accurate?

Many people don’t know how to best use the power of the KPI for Microsoft Dynamics

Download this white paper and learn:

• Exactly what a KPI is, and what it’s supposed to be
• How to identify and define your KPIs correctly
• How to use KPIs effectively to drive business forward
• And more!

Work with the #1 Reporting and Dashboard Vendor for ERPs and EPMs

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“The savings across the business, from a BI perspective, is too large to realistically calculate. The whole organization is using Jet.”

Logo Block Tlc Marketing Trushna Ganatra Global NAV Manager at TLC Marketing View Customer Story

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