Intalio|Analytics

Act fast. Act smart.


Maximum Insight Made Exceedingly Easy

If business knowledge is business power, then the deeper your knowledge is, the more power you have to take your business where it needs to go. Sounds simple, but it isn’t. The problem lies in rooting out data from across your enterprise, relating that data in meaningful ways, and feeding the insights generated back into your marketing, sales, and service processes. To that we say, problem solved!

Intalio|Analytics’ comprehensive reports and data-focusing dashboards give you the kind of deep insight you want, without the complexity you don’t. In many cases, just a few clicks get you reports filled with actionable facts, visual analysis, and trends you might have otherwise missed. And with Intalio|Analytics, you can view those reports as hard copy, PDF, or right alongside other critical business data in many time-saving dashboards.


Rich User Interface

Intalio|CRM boasts a rich and intuitive AJAX user interface that provides each user with an engaging and interactive experience. At the same time, this modern, fast, and user-friendly interface is highly intuitive, allowing sales, marketing, and support staff to rapidly and easily navigate the system’s features and functions. Intalio|CRM is designed to enhance all phases of the customer lifecycle by streamlining and automating key processes across all customer-facing departments and operations. Features common to most Intalio|CRM modules include:

Fully Customizable User Views
Record presentation can be tailored to meet specific information needs by selecting columns; changing sort orders, groups, or filters; adjusting formatting; or choosing grid or calendar views.

Tags, Folders, and Categories
Users can manage their own folders and subfolders, multi-colored tags, and other features that allow for intuitive organization and categorization of all records in the database.

Global Search
Global full text searches and advanced or user-defined searches make it easy to instantly locate any record, group of records, document, or email.

Search Folders
Previous searches can be stored as “virtual folders” for future use.

Changelogs
Tracking of all record modifications in an easy-to-read change log can be organized by modification date and user.

Activities and Histories
Complete, real-time visibility into the activities and histories associated with each record. Users can track all communications and correspondence (phone, email, fax, letters, direct mail, etc.), monitor pending commitments, see what products have been purchased or evaluated, and more. Complete record histories can be viewed at an individual contact or company-wide level.

Document and Note Attachments
Documents, files, notes, and other important information can be attached to any records.

Quick Add
Pervasive "quick add" forms enable the rapid creation of new records.

Import/Export
Import from or export to Excel, CSV, and other common file formats. Save custom import formats for later use.

Clone/Deactivate
Record cloning and deactivation eases user management.

Find and Merge Duplicates
Advanced duplicate record detection and merging ensures a clean database and accurate information.

Mass Update and Delete
Bulk record updates and deletions saves time when the same changes are needed to be made on multiple accounts.

Sharing and Ownership
Flexible record assignment and sharing options enhance collaboration.

Print and Print Preview
Records can be printed or previewed before printing. Records and reports can also be saved as PDF documents.

E-mail Integration
Seamless integration with e-mail. All incoming and sent emails are automatically linked to the appropriate record for easy tracking. Supports any Gmail, Yahoo! Mail, Microsoft Exchange, Lotus Notes, or IMAP4/POP3 account.

Managers, sales and marketing professionals, service and support team members, and other employees in customer-facing roles can easily satisfy virtually any information need with Intalio|Analytics’ powerful business analytics and sales reporting capabilities. Users can perform sophisticated data analysis to obtain a complete view of customer demographics and histories, uncover and react to vital patterns and trends in customer behaviors, identify new sales opportunities, improve forecasting accuracy, and much more.

Intalio|Analytics provides over 20 one-click reports that allow you to quickly and deeply analyze everything from leads to quotes to invoices, and anyone in your organization can create and save hundreds more custom reports that marshal data from all points of your operation, including data managed by third-party applications.

 Intalio|Analytics Reporting

Reporting

Using Intalio|Analytics reporting is like opening a big, real-time window into your sales pipeline, defect management process, competition’s activities, and more. Find out at a glance which salespeople are your top performers, analyze your marketing campaigns in real-time, and get access to the history and trend data you need to make better business decisions today — and tomorrow — with Intalio|Analytics’ intelligent, up-to-the-minute reporting features:

Flexible Reporting
Real-time, customizable reports highlight market trends, provide a complete history of each contact, account, lead, and record, and let you forecast revenue with unprecedented accuracy. Real-time analytics help you get the most from your people and processes, so you can meet and exceed revenue targets. Drill-down to more detailed information, to understand the reasons and factors behind certain results.

Multiple Report Types
Create standard row-and-column reports, summary reports, and matrix reports.

Powerful Options
Supports adding nested related modules, select which columns to display, which records to filter, configuring summaries, groups and highlighting. Publish and view reports online, from any remote location.

Charts
Create visually compelling 3D charts and graphs for more in-depth and intuitive data analysis. Includes Pie, Bar (vertical, vertical grouped, vertical stacked, horizontal, horizontal grouped, horizontal stacked), Area (vertical, vertical grouped, vertical stacked, horizontal, horizontal grouped, horizontal stacked), Line (vertical, vertical grouped, vertical cumulative, vertical grouped cumulative, horizontal, horizontal grouped, horizontal cumulative, horizontal grouped cumulative), and Meter charts. Also supports the creation of custom charts.

PDF Reports
Export reports as PDF files, which can then be emailed or printed.

Dashboard Integration
Incorporate reports into dashboards or other Web-based portals.

Built-in Reports
Includes 20+ predefined reports.

Intalio|Analytics enables the creation of fully-customizable dashboards with a robust and highly functional dashboard reporting solution. As a result, the information needed to ensure the success of sales and other customer-facing activities is readily accessible in a single, convenient location.

While a car’s dashboard displays your acceleration, Intalio|Analytics’ dashboard is your accelerator. It’s your go-to, ever-ready home for deep and complete insight into your entire operation, and it’s completely customizable to get everyone in your team exactly the data it needs — fast, visually, and in real time. On a single page, get an instant overview of your entire operation, keep tabs on key performance indicators, and gain the perspective you need to get where you’re going with insight acceleration features like these:

 Intalio|Analytics Dashboard

Dashboards

  • Multiple tabs with configurable number of columns.
  • Flexible grouping options logically organize data views, reports, charts and announcements.
  • Data visualization and other graphical capabilities.
  • User-defined charts, grids, and tables make it easy to interpret and analyze complex information.
  • Users configured dashboards to show the information that is most relevant to them.
  • Multiple dashboards make it easy to track important metrics across numerous lines of business.
  • Drag-and-drop interfaces let users easily reorganize Dashboard components.
  • Direct access to real-time information ensures maximum timeliness and accuracy of all reports and information views.
  • Key performance indicators and other visual aids.
  • Instant visibility into company-wide performance.
  • At-a-glance view of the operational state of the business.

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