Microsoft Dynamics CRM Integration

Enhance your CRM with Answergen’s real-time business intelligence for sales, marketing, and customer service. Seamless integration with Dynamics CRM and Tally ERP.

Microsoft Dynamics CRM Analytics Dashboard

Maximize CRM Value with Business Intelligence

CRM systems excel at managing customer data, but integrating them with business intelligence unlocks deeper insights. Answergen combines Microsoft Dynamics CRM data with analytics to drive better decisions in sales, marketing, and customer service.

Our platform consolidates data for real-time visualization, helping executives analyze trends, optimize strategies, and improve customer experiences.

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Three CRM Pivots Powered by Robust BI

Sales, marketing, and customer service are the core pivots of CRM analytics. Answergen’s business intelligence enhances each through data consolidation, analysis, and visualization.

Answergen CRM Customer Analytics Dashboard

Customer Analytics

Understand customer behavior to drive satisfaction and loyalty. Answergen’s BI tools provide trustworthy insights for personalized strategies.

  • Resolve business issues for better customer satisfaction
  • Analyze buying habits for targeted marketing
  • Collect and research customer data in-depth
  • Visualize data with reports and dashboards
  • Adapt policies based on analytics
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Customer KPI Dashboard by Answergen

Sales Analytics

Answergen CRM Sales Analytics Dashboard

Sales is key to business growth. Answergen integrates CRM data for a unified view, enabling clear analysis and opportunity discovery.

Key Benefits

  • Monitor sales team performance in real time
  • Unlock growth opportunities with BI charts
  • Share dashboards for team collaboration
  • Consolidate data across departments for clarity

Marketing Analytics

Answergen CRM Marketing Analytics Dashboard

Answergen impacts marketing by providing a holistic view of data, leading to successful campaigns and targeted outreach.

Key Benefits

  • Track campaign performance metrics
  • Adjust strategies based on real-time stats
  • Analyze team performance for improvements
Marketing KPI Dashboard by Answergen

Seamless CRM Integration

Integrate Microsoft Dynamics CRM with Answergen’s BI software in simple steps using automated tools. Our cloud-based platform ensures access from anywhere, anytime.

Tally ERP Integration

Answergen Tally ERP Integration Dashboard

Answergen is Tally ERP’s approved ISV partner for business intelligence reporting. Our ETL tool enables seamless data migration from Tally to Answergen.

Key Benefits

  • Direct data transfer with a few clicks
  • Step-by-step guide for easy setup
  • Download the ETL tool upon request