CRM systems have not only streamlined sales processes but also provide a great data source. However, the CRM database still only covers part of the customer journey. In order to fully develop customer accounts, all customer related data must be marshaled.
Management and sales professionals normally depend on professionally-built visualization dashboards and reports for their known business needs. However, no design can anticipate all business questions. Flexible interactivity and ad hoc customization by end users becomes essential for quick business decisions. MetaDash's solution allows not only visual manipulation but also governed access to underlying data.
Just like CRM systems, other software such as order management and call center software are also being offered as Software-As-A-Service. And long established and trusted on-premise software are still important for customer related assets. Third party data such as social media often are also critical in understanding customers. MetaDash's web app enables data-oriented sales operations analysts to rapidly mashup this variety of data and extract intelligence that will improve sales effectiveness and maximize cross selling.
Machine learning finds hidden information and patterns in data. It perfectly complements human-extracted information. For example, different customer cohorts many times exhibit different behavior. Machine learning can bring unique ways to identify customer cohorts to minimize customer churn. With MetaDash's solution, sales professionals can drive machine learning processes directly through interactive dashboards which mashup human-designed visualizations with machine-driven outputs.
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