Identify trends

When you use a CRM platform, you create and collect a lot of data. Between all the customer interactions, sales data, and marketing campaign success rates, there is a lot of information about your business that can be hard to make sense of. In 2024, with customers able to make contact through a range of avenues, compiling all this data and organizing it into a uniform format is no easy task.

Before AI was more prevalent, a lot of the sorting would be manualand significant time would have to be invested into human-led data analysis to pull out useful, actionable insights.

Luckily, the majority of providers now offer powerful analytics dashboards that can give you a means of clearly visualizing your data. But if that isn’t enough, AI-powered tools can help you make sense of the data, providing you with comprehensive trend informationso you can have a data-driven strategy for your business.

Check out our guide to the best CRM for Sales Dashboards for more information

We were able to create and thoroughly customize sales dashboards in the analytics tab of Salesforce. Source: Tech.co testing