Analytics - Custom Reports

Microsoft Dynamics CRM Analytics – Custom Reports

Provided By RB Data Services



RB Data Services Certified CRM Consultants offers a full range of Microsoft CRM Analytics/Custom Reporting Services.  This will allow you to get the information out of CRM in format that will allow you to use it to make informed business decisions.


Businesses need information to make decisions and respond quickly to changes in its business operations, competition, and customer needs. The format and delivery of that information in a consumable and actionable way is just as important as the information itself.


Your important data lives everywhere in your organization. But you need the ability to turn business analytics into knowledge that you can use and act on to make it valuable for your business.


Microsoft Dynamics™ CRM helps you make the most of all your information. Pinpoint opportunities and risks in strategic plans, look into your sales pipeline, analyze key performance indicators—then gain insights that can help you forecast and plan for the future.


You’ll get a detailed view within an environment you already know—Microsoft Outlook. So your team at every level and department can easily access information and put it to use. Microsoft CRM helps everyone do their job better, creating a more profitable company overall.

Microsoft Dynamics CRM Helps You Benefit From Your Business Analytics

From high-level summaries of your business’ health to custom reports about a particular segment, Microsoft Dynamics CRM gives you insights that can make you more proactive to your customers’ needs and your company’s opportunities.


Powerful Microsoft Dynamics CRM features offer the benefits of CRM to make everyone—from top executives to sales managers—more responsive to changing business conditions.


Turn Information To Action


Using predictive analytics, Microsoft Dynamics CRM analytics tools turn CRM data into useful, actionable information that can boost revenue and customer relationship management.


Prioritize Leads 


Microsoft Dynamics CRM can prioritize those leads that are most likely to convert to opportunities, based on historical analysis of previous leads.

Recommend Cross-Sell And Up-Sell


Pinpoint opportunities by identifying products and services that the customer is most likely to purchase, based on past purchase histories of the customer and similar customers.


Generate Target Prospect Lists

In marketing campaigns, Microsoft Dynamics CRM analytics can generate prospect lists based on the likelihood that each prospect will convert to a customer with the campaign.


Combine Data

Use Microsoft Dynamics CRM to combine data with integrated workflow to respond in real-time to business changes.

Want To Learn More?  Call Us At
858-541-1820 To Speak With A
Certified Microsoft Dynamics CRM Specialist Today!




For More Information:

RB Data Services
1565 North Rim Court, Suite 287
San Diego, CA  92111

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