Analytics & Reporting

Visual Advisor: Insight you can use

With Saratoga CRM™, you compile a tremendous amount of information about your customers, your sales force, your service and support departments, and your marketing programs. And our Visual Advisor provides powerful tools to help you gain the greatest insight and value from all that data.

Forecast, analyze and manage

Visual Advisor includes: Intelligent Forecaster and Opportunity Analyst.

Intelligent Forecaster gives managers/executives a quick overview of pipeline and forecast. Predefined alerts quickly notify of any significant change. Then you can drill down into the information to view account data graphically and quickly identify deal status.

Opportunity Analyst provides a clear, integrated picture in org chart format, complete with flexible icons and color coding that makes the deal structure transparent. Each click allows you to drill further down into the details.

Rich Visual Displays

Visual Advisor presents complex information using graphical displays that provide a clear view of actual data across the organization. That means sales executives can increase revenue by closing more deals faster. Accessing vital information in a format that is clear and up-to-date lets executives, managers and sales and support people quickly identify problems possible without a string of phone calls and questions. Information comes directly from your core database in real-time. And with one view to enterprise data, the value and quality of the information exponentially increases.

Increase product and service penetration

In addition to account supervision and management, Visual Advisor lets you track your customer organization to improve product and service penetration. You can easily use information on a customer of one division to develop and implement strategies to expand the reach of products and services from your other divisions. Visual Advisor also gives you simplified and in-depth views of complex organizational structures of entire global companies or of specific divisions.

Visual Advisor lets you:

View complex information in real-time graphic displays
Rapidly analyze customer accounts
Analyze revenue, forecasts and other data by company, division, individual representative or product
Create customize views that are convenient, easy-to-use and accurate
Analyze actual real-time data, not historical data
Make more timely decisions and preemptive actions to increase revenue
Identify potential deal stoppers early
Expand scope of information from field reps to managers & executives
Get a fast, comprehensive understanding of deals - crystallize the information
Improve quality of the data with increased usage of the SFA system tools
Give credibility to forecast data by reducing interpretation

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"Saratoga CRM helps our field sales force efficiently service more than 30,000 independent agencies..."

Paul Cross, IT Manager, Progressive Insurance

"The flexibility is what impressed us the most... Saratoga CRM adapts to our organization instead of forcing us to adapt to it, unlike other industrial grade CRM offerings"

Larry Bassett, Director of IT, Phoenix Contact