CRM Analytics: A Beginner’s Guide to Increasing Sales

Updated January 10, 2023
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CRM Analytics: A Beginner's Guide to Increasing Sales

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CRM Analytics: A Beginner’s Guide to Increasing Sales: Understanding your customers and delivering the right messages at just the right moment to make them happy is key to increasing sales and revenue. This is possible with customer relation management (CRM software).

To gain valuable insight into leads and prospects, you need to analyze data within your CRM. CRM analytics is where you come in.

This blog post will help you to understand how to use CRM data to increase sales and revenue. Keep reading to learn more about CRM data analysis.

CRM Analytics: A Beginner’s Guide to Increasing Sales: What is CRM analytics?

CRM analytics is the process of gathering, organizing, and assessing data from your CRM to gain insight into your audience’s behavior, interactions, interests, and preferences. You can use CRM data analysis to better understand the sales and marketing processes that drive the most leads and converts for your company.

What CRM analytics can you do to increase sales and revenue?

We now know the answer to the question, “What is CRM analytics?” Let’s get into the reasons why you should use it.

CRM Analytics: A Beginner’s Guide to Increasing Sales: CRM data analytics can be a great help:

  • Identify areas to improve: More CRM platforms like PulseNest allow you to analyze your sales performance, lost transactions, and prospect interactions through your website. These insights will help you identify areas where you can improve your sales and marketing process to achieve better results for your business in the future.
  • Personalize audience experience: Analyzing CRM data can provide valuable insight into your prospects and customers, such as their demographics and interests. This information can be used to personalize their experience and create messaging that meets their specific needs.
  • Get a better understanding of your customers’ journeys with CRM software. It allows you to track your customers’ entire journey, from when they discover your company to when they make a purchase. You can analyze their journey to determine which channels and processes are most effective in driving leads and sales.
  • Increase your bottom line: By identifying which channels are generating the most revenue and which areas have problems, you can optimize your strategies to drive consistent revenue for your company. This will help increase your return on investment (ROI) over the long term.

What should CRM analytics metrics be tracked?

Now you understand why CRM data should be analyzed. But what should you do?

These are the top data points you need to analyze in your CRM. Learn how to make more revenue from that data.

CRM Analytics: A Beginner’s Guide to Increasing Sales: New leads

CRM Analytics: A Beginner’s Guide to Increasing Sales: Keep track of the number of new leads you generate in CRM.

You should also be aware of the source of your new leads. Have they completed your contact form? Have they requested a demo of your product page?

How to use new lead data to achieve better results

CRM Analytics: A Beginner’s Guide to Increasing Sales: You can understand your lead generation efforts’ success by knowing how many news leads your company receives. You can also track your lead sources to determine which lead-generation strategies yield the best results.

You can then optimize your lead generation strategies to generate more leads for your company in the future. To increase brand awareness and to attract more leads, consider enhancing your social media campaign if you have most of your leads contacting you via social media.

Closed deals

CRM Analytics: A Beginner’s Guide to Increasing Sales: Keep track of how many closed deals you have in your CRM. Closed deals can provide valuable insight into your strategies and processes.

How to use closed deal data to achieve better results

You can gauge the success of your sales process by looking at the number of sales and conversions you make.

To analyze your campaign’s success, you can see the conversion rate of high-value leads if you send email drip campaigns. You will need to modify and improve your campaign if you don’t convert prospects to increase conversions.

Lost deals

CRM Analytics: A Beginner’s Guide to Increasing Sales: You will also need to track lost deals when it comes CRM analysis. Even though losing deals is not your goal you can still learn a lot from sales that did not follow through.

Keep an eye on how many deals fell through the cracks of your CRM. You can see the stage in which your prospects have fallen out of your funnel with many CRM platforms.


How to use lost deal data to achieve better results

CRM Analytics: A Beginner’s Guide to Increasing Sales: An analysis of lost deals can help measure the success and effectiveness of your sales strategies and processes.

Let’s take, for example, the fact that many leads have dropped out of your sales funnel after signing up for your newsletter. You can optimize your email newsletters with more engaging content, such as videos, to keep your leads’ attention until you get ready to convert.

Website engagement

Many CRM platforms allow you to track your audience’s behavior and engagement with your website. It is possible to see which pages they visit, what content they view the most, and which links they click.

How to use website engagement data for greater results

It is crucial to understand your audience’s behavior on your website. This allows you to gain valuable insights into the content and to the message that encourages your audience to contact your company and make purchase decisions.

CRM Analytics: A Beginner’s Guide to Increasing Sales: You can also improve your content strategy or website design to provide your audience with the most relevant information while providing an excellent user experience.

If you observe that your audience spends most time watching videos, then you can work on improving them and making more videos to increase engagement.

Audience demographics and interests

When performing CRM analysis, you’ll need to monitor your audience’s demographics and interests. A CRM can help you learn more about your audience.

Your CRM will track new leads and customers as you acquire them. This includes their email addresses, location, job title, interests, and other information. To better understand your prospects, and to help you identify current customers, be sure to analyze the information.

How to use audience demographics and interests for better results

CRM Analytics: A Beginner’s Guide to Increasing Sales: You can identify commonalities by analyzing your CRM’s demographics and interests to help launch targeted ads that reach more customers.

Let’s say, for example, that most of your customers live in Las Vegas between the ages of 30 and 39. You can create a social media advertising campaign to display your ads to those who meet these criteria while they scroll through their newsfeeds.

CRM Analytics: A Beginner’s Guide to Increasing Sales: These insights can be used to personalize the experiences of your audience. You can create segmented email lists by grouping prospects who share similar interests. You can send each segment personalized email messages to meet their needs and wants.

Measure the metrics that impact your bottom line.

Do you want custom reporting tailored to your business? 702 Pros is powered by PulseNest and creates custom reports based on your company’s most critical metrics.

  • Leads
  • Transactions
  • Calls
  • Revenue

Are you looking for CRM software that can drive revenue?

Are you looking for the best CRM data analysis solution? Do you need help in leveraging your data to generate more revenue? PulseNest can help! can help.

PulseNest: Project Management, our proprietary marketing software. It is an easy-to-use CRM platform that will help you close more deals.

CRM Analytics: A Beginner’s Guide to Increasing Sales: PulseNest allows you to learn more about your audience and track their customer journey, from awareness to conversion.

You can then sync your data with PulseNest to enable you to implement data-driven marketing strategies that personalize and nurture your audience toward conversion.

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