Managers can oversee their customer relations and manage their teams directly from the CRM solution.
Marketing features are integrated with the CRM for greater efficiency.
Your managers need tools to oversee their teams and their investments
Being able to see at a glance the data processed by the CRM solution is vital for managers and team leaders who need to track Key Performance Indicators.
The objective is to help you make the best choices in terms of management and business development.
The challenges of a CRM solution for management
Analysing, measuring and tracking business
Identifying growth levers for the companies
Producing reports and dashboards
Monitor tailor-made KPIs
Efficy empowers users by enabling them to generate their own Key Performance Indicators and analysis axes effortlessly. They can create all the charts they need quickly and easily: curves; bar charts; diagrams; reports; etc.
You may not have the time to customise your own KPIs, so our solutions also offer several ready-to-use, pre-defined dashboards.
Marketing managers can control the quality of the data entered into the CRM solution by building dedicated dashboards: for example, a company with no business sector, or a contact with no email address, etc.
These can be tracked closely so as to guarantee optimal quality throughout the database.
View and share indicators at any time
Access data anytime, anywhere, from any device. Whether on a desktop computer, or via a secured web access, the analyses are available from anywhere.
With Efficy’s CRM solutions you can easily publish sets of charts for your teams, partners, or customers.