Successfully shaping the future? With meaningful analyses of your business and your processes!

Take advantage of the competitive advantage you already have today – your data! And turn them into true insights. Thanks to the complete integration into the itmX crm suite, you can also equip your business units with meaningful reporting . This will help you develop your business. From the analysis of past values to present analyses and future forecasts – with itmX business intelligence, based on Microsoft Power BI, you are optimally positioned.

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Your added value with itmX business intelligence

Out-of-the-box data visualization

With itmX business intelligence , you already have templates with the most important KPIs for the Marketing, Sales, Service divisions . You will benefit from more than 20 years of project experience in the CRM environment.

Enterprise Analytics

itmX business intelligence offers you role-based access to data and analyses. Everyone is only allowed to access the data for which they are authorized – depending on their respective role as a manager or employee.

Data integration CRM/ SAP ERP

Combine the best of two powerful worlds: Microsoft and SAP. Our itmX enterprise intelligence provides you directly with an SAP itmX connector with which you have access to all relevant CRM/SAP ECC and S/4HANA information. Thus, you can make the right decisions.

Data integration of non-CRM/non-SAP data

In today’s processes, you use far more data sources than just CRM or SAP ECC or S/4HANA. That’s why we integrate them into your analyses and evaluations to provide untapped insights – regardless of whether it’s cloud-based services or local data, such as Excel.

Self-Service-Analysis

Analyses and reports can be adapted by your own department and thus quickly and easily generate valuable insights.

Multi-device availability

Whether on the road, from the home office or in the office. WithitmX business intelligence , you always have access to your analyses via desktop, tablet or smartphone .

“We live and breathe CRM and all the processes that take place along the customer journey. With business intelligence for the areas of marketing, sales, service and commerce, we create transparency and help you to improve your business in the long term.”

Robin Hartmann, Head of Modern Workplace & Business Intelligence, itmX GmbH

How does itmX business intelligence work?

Data Visualiziation

In order for data to tell your stories, it is important to put them in the right light and visualize them in the best possible way so that quick insights are possible. Because only if the information is easy to understand does it bring real added value.

Data Transformation

During the transformation, the database is cleaned and prepared in such a way that further processing is easily possible. In addition, calculations and calculations are predefined so that they can be called up quickly at a later runtime.

Data Source

The database is the most important building block for meaningful analyses and evaluations. The sources can be different. From cloud services to local files to SAP ERP, all relevant systems are integrated into the evaluation. The data is provided via APIs or specially provided data extractors.

Microsoft Power BI

The basis for itmX business intelligence is Microsoft Power BI.

Join us as a leader in the 2021 Gartner Magic Quadrant for Analytics and BI Platforms*and benefit from the company’s powerful innovation, a large community, and full integration with the Microsoft Power Platform.

An excerpt of our KPI’s in CRM

Marketing

Lead Management
Conversion Rate, Lead Channel Analysis, Net Promoter Score
Campaign Management
Status and success analysis, budget costs and actual cost analysis
Online Marketing
Website Visits, User, Sessions

Sales

Order intake and sales
By customer and product segments with time series comparisons
Pipeline Management
Opportunity Funnel, Bid Hit Rate, Lost-Won Analysis, Forecast
Performance Management
Team/employee performance, achievement of goals

Service

Service Management
Customer satisfaction, escalation analysis, throughput times, error analyses
Complaint management
Service case analysis, availability, return rate
Service Quality
Quality of service, product quality

Commerce

Customer analysis
Customer Retention Rate, Returning Customers, Online Usage
Order Management
Sales channel analysis, online order frequency, average order value, abandoned carts
Portal Usage
Online Usage, Reporting Rate, Satisfaction

But that’s not all – itmX business intelligence can do a lot more

Industry-specific KPI templates for retail, mechanical engineering and construction projects
Artificial intelligence-based analyses, such as analysis of key influencers
Definition of standardized PDF reports

Seamless integration with itmX crm suite and other solutions you use
Process integration into the Modern Workplace and Microsoft Teams
Full integration with the Microsoft Power Platform (Power Automate, Power Apps, Power Virtual Agents, Power BI)

Get more out of your marketing automation data

Do you use Evalanche as a marketing automation solution? Then we should talk, because especially for your Evalanche data, we offer a predefined Power BI template with which you can visualize your marketing automation data in no time at all. This allows you to summarize all customer-relevant data from the initial contact to the successful conclusion and follow-up support in an evaluation. This creates a completely new level of transparency for your lead management.

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You can find out how we can help you understand your customers even better in our blog

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Do you want to do more with your data?

Then feel free to contact us – whether you have any questions or would like a consultation. We look forward to hearing from you and together we will find a solution for everything!

Robin HartmannHead of Modern Workplace

robin.hartmann@itmx.de

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