Best Business Intelligence Software for Microsoft Dynamics 365 - Page 2

Totango helps businesses transform customer success into a predictable engine for growth by connecting customer data, insights, and engagement across the entire lifecycle. Built for enterprises with evolving and multi-layered customer relationships, it simplifies managing complex hierarchies, product lines, and workflows. Real-time health scoring provides a complete picture of customer behavior, giving teams the clarity to act before risks become churn. With pre-built SuccessBLOCs, organizations can quickly launch best-practice frameworks and scale without slowing down. Automated digital touchpoints complement human-led interactions, ensuring customers consistently receive value regardless of segment. Totango’s campaign tools help teams reach the right users at the right moment with high-impact messaging. Leaders gain visibility into financial performance, trends, and operational efficiency through powerful analytics. The platform enables businesses to grow revenue, improve efficiency, and create meaningful, lasting customer outcomes.

Repsly's retail execution platform enables CPG field teams improve field sales performance, promotion compliance, and merchandising execution by connecting them to the data and tools that they need to work smarter in their accounts. Repsly's configurable platform provides field teams with solutions for ordering, scheduling, data collection, time tracking, mileage tracking, sales performance reporting, as well as data collection. Our unique approach to data is what makes us stand out. The Repsly platform aggregates data on shelf-level execution and team activity to help field teams make better decisions that maximize their impact. Repsly's over a decade-long experience in helping CPG teams execute in the field has resulted in more than 5,000,000 in-store activities each month in 80 countries.

Leverage AI-driven insights and automated workflows to lower cost-per-conversion while delivering tailored recommendations that enhance customer lifetime value. Effectively navigate the balance between privacy and personalization by utilizing consent data that is updated automatically and employing classification labels to safeguard sensitive information. Aggregate transactional, behavioral, and demographic information to develop in-depth insights and comprehensive, current customer profiles that respect individual consent. Accelerate sales processes, minimize churn, and foster long-term customer relationships by responding promptly to customer signals and feedback. Surpass privacy expectations and ensure compliance with regulations such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA) along with accessibility standards. This enterprise-grade solution boasts over 70 security and compliance certifications, including ISO, EU Model Clauses, HITRUST, SOC, HIPAA, FERPA, and FedRAMP, ensuring robust protection and adherence to industry standards. By harnessing these advanced tools, businesses can not only improve operational efficiency but also build stronger, trust-based relationships with their customers.

Lead Forensics software is for fast-charged lead generation. You can identify sales leads that you didn't know you had and increase your marketing ROI. Imagine if you could control your lead generation activity and convert ready to buy prospects before your competitors. Lead Forensics is software that reveals the identity and converts anonymous website traffic into sales leads. Real-time. Leverage Lead Forensics to access additional data sources. You can instantly access the names, job titles, and email addresses of key contacts who match your target profile from businesses that have visited your site. Don't wait for the phone to ring, or for a website conversion. Lead Forensics allows you to take control of your lead generation activities by identifying the identity of unconverted website visitors and delivering them via your Visitor List.

SALESmanago solutions cover all key challenges of modern eCommerce business, identifies people visiting your website, analyzes their online behaviour and transactions, and uses its AI hyper-personalization engine to improve the Customer Experience and deliver perfectly tailored offers during a complete customer lifecycle in all marketing channels. It is a non-code software that is accessible to all companies and easy to integrate. Each user receives full support through educational materials and assistance from Customer Success advisors. You can find the right solution for you among a range of SALESmanago options. Unique AI-driven features we deliver: Full website personalization Dynamic 1-to-1 email marketing Multichannel abandoned cart recovery AI-powered product recommendations across all channels Loyalty programs Search Engine Turbocharger, Progressive profiling ABX Testing engine eCommerce Dashboard Workflow Generator and 650 additional features that are dedicated to eCommerce and B2C businesses.

CRM Analytics from Salesforce is a robust analytics platform designed to help businesses leverage their data to drive better outcomes. By combining AI-powered predictions with data insights, CRM Analytics enables businesses to quickly uncover actionable intelligence and make decisions faster. The platform offers customizable dashboards and key performance indicators (KPIs) tailored to different industries and roles, ensuring that businesses get valuable insights without needing to rely on complex data models. Integration with over 50 external data connectors allows businesses to get a complete view of their customer data, enhancing sales, service, and marketing strategies. CRM Analytics also automates repetitive tasks, streamlining operations and providing a more personalized experience for both employees and customers. With its ability to auto-scale and support billions of rows of data, the platform is built to grow with enterprises, offering secure, governed insights directly within the Salesforce workflow.

Dealtale stands out as the pioneering No-Code platform for data exploration. We recognize the challenges and inefficiencies that arise from juggling numerous complex digital tools, which is why we developed a solution that seamlessly integrates and organizes data for analysis, offering teams an incredibly straightforward interface to obtain quick insights without the need for coding, managing data silos, or dealing with outdated data frameworks, data science, or engineering concerns. This innovative platform empowers marketing, sales, and customer success teams to conduct extensive analyses of customer journeys. Our unique technology aggregates every customer interaction across various channels including social media, paid ads, websites, emails, and meetings into a centralized customer data hub, enabling the formulation of data-driven, customer-focused revenue strategies. By utilizing advanced predictive modeling, organizations can enhance their ROI and revenue by identifying the optimal allocations for their marketing expenditures. Furthermore, connecting a multitude of business applications, such as CRM systems, marketing automation tools, websites, and advertising platforms, to Dealtale is a straightforward process that enriches data accessibility and usability. Ultimately, Dealtale not only simplifies data exploration but also fosters a deeper understanding of customer behavior and preferences.

Transform your clients into success narratives with integrated intelligence that includes advanced analytics, intuitive dashboards, and beyond. Bold BI is meticulously crafted as an embedded platform, ensuring that there are no trade-offs or shortcuts in its functionality. Traditional requirements, such as the need to consolidate all your data into a specific data store or cube, can complicate your application unnecessarily in today’s environment. Some solutions necessitate the creation of intricate systems for data integration while also ensuring that the embedded BI data store remains aligned with your data sources. However, with Bold BI, you can seamlessly connect to a multitude of data sources as well as any data warehouse that suits your needs. Choose single-tenant mode for a shared data model or opt for multi-tenant mode to keep a unified source for dashboards while distributing them across various tenants. Bold BI is built to handle both conventional and unique situations effortlessly. You can embed Bold BI directly within your application code through its robust JavaScript APIs, making it a versatile choice for developers. This flexibility ensures that whatever your data requirements may be, Bold BI is equipped to meet them effectively.

Delivr serves as a holistic identity resolution platform designed to allow businesses to access and collaborate seamlessly on data from any cloud or platform. This versatile solution caters to numerous use cases, helping organizations gain deeper insights and effectively engage with their audiences driven by zero-party data. As the pioneering identity resolution platform, Delivr enables companies to refine and enhance their go-to-market strategies. Organizations can discover reliable and scalable methods for achieving growth. By leveraging zero-party data alongside closed-loop attribution, businesses can obtain a clearer understanding of their audiences and activate them effectively. Through cutting-edge approaches to data privacy, ethics, and enterprise identity, our platform enhances your operational ecosystem, ensuring that engagement is both precise and confident. Ultimately, Delivr equips companies with the tools they need to thrive in a data-driven landscape.

Snitcher transforms anonymous website visitors into high-value leads by identifying the companies visiting your site in real-time. Uncover high-intent decision-makers, access their contact information, and supercharge your outreach efforts automatically. Since 2015, Snitcher has empowered thousands of B2B sales and marketing teams worldwide with the insights they need to maximize revenue without increasing budgets.

B2B companies today rely on accurate data to drive their sales and marketing strategies. KickFire's IP Address Intelligence™ converts IP addresses to companies and provides account level firmographic data such as industry, revenue and employee count. B2B marketers can use this data to identify visitors to their websites, personalize content and target ads. They can also enrich forms and append CRM data to other account-based marketing strategies. KickFire's IP addresses intelligence and B2B firmographic information are available through its LIVE leads platform, API and integrations with the most current technologies.

Connectbase's Industry Growth Cloud is a network of intelligence about location that allows buyers and sellers to create growth opportunities for connectivity providers. The award-winning ecosystem of The Connected World combines location intelligence, workflow, including pricing, prospecting, and market participation. Globally, over 600 million locations are managed to drive growth for 150+ service providers.

Daisee develops technology to give you deep insight into the behavioural, emotional, and commercial dynamics of your customers. Daisee automatically scores all customer interactions using a digital quality scorecard that is the first of its kind. This automatically identifies quality assurance issues that need human intervention in areas such as compliance, communication, and conduct. Daisee allows you to see beyond words and uncover the emotion deep within your interactions. It reveals what your customers really think, feel, and are saying. Daisee is software that can be easily deployed across any telephony system and can help organisations immediately create business value. Globally Daisee is available in Australia, New Zealand, and the USA.

EZlytix offers cloud-based analytics in a box. Our solution is ideal for mid-market manufacturing, distribution, retail organizations, and small-mid-sized law firms. EZlytix combines data from multiple sources, including ERPs (Infor NetSuite Syspro, Odoo, MS Dynamics, Syspro and Syspro), Salesforce, Magento Law Practice Management Software (Clio Manage & Grow), Google Analytics and Facebook. You can also get business insights through pre-built dashboards or reports.

Dreamdata is the B2B revenue attribution platform that empowers go-to-market teams to understand their impact and drive growth. By automating data collection and modeling, it provides a 360° view of the customer journey and enables data-driven decision-making. Key Features: - Automated Data Collection & Unified Model: Collects first-party data from your website and marketing/sales stack, building a complete picture of customer interactions. - Multi-Touch Attribution: Accurately attributes revenue to specific touchpoints, providing clear ROI on campaigns and channels. - Buying Signals & Lead Prioritization: Identifies high-intent accounts and prioritizes leads, maximizing sales efficiency. - Campaign Performance Analysis: Evaluates campaign effectiveness, enabling data-backed optimization decisions. - Custom Audiences & Data Activation: Creates targeted audiences based on customer journey insights for personalized campaigns across platforms. - Industry Benchmarking: Compares your performance against industry standards, highlighting areas for improvement and competitive advantage. - Intuitive Interface: User-friendly design ensures easy navigation and actionable insights.

Data is the new oil. Quality gas is essential for expensive engines. Enterprise CPQ, ERP & BI systems need quality data to produce results. TGN is a premium data services firm that focuses on enterprises and SMEs with large product ranges and a multinational presence. tgndata's extensive experience in Premium Price Intelligence for such volume requirements is why it is trusted by Fortune 2.000 companies, recognized Retailers & strong Brands in 25 different countries. These data are used within top CPQ and Dynamic Pricing & BI options. Join tgndata's mission of stopping garbage in the garbage outside (GIGO), which has an impact on daily business and pricing decisions for enterprises in Retail, Distribution, and Services. Our systems match your products to competitors by image, size and specs, MPN and EAN, titles, and description. We monitor your new arrivals and remove any articles not relevant to your account.

The Skypoint AI Platform serves as a robust data and artificial intelligence solution tailored for sectors that are heavily regulated, such as healthcare, finance, and government, facilitating smooth data integration alongside sophisticated AI-driven automation. Constructed on a flexible data lakehouse architecture, this platform merges both structured and unstructured data into a unified source of truth while prioritizing governance, security, and compliance measures. With comprehensive AI capabilities, it encompasses business intelligence, AI agents, and collaborative tools, empowering organizations to optimize their operations and enhance decision-making processes. By utilizing compound AI systems that incorporate specialized language models, retrieval mechanisms, and external resources, Skypoint provides customized, intelligent solutions aimed at addressing specific industry challenges. Furthermore, its innovative approach ensures that organizations can adapt to evolving regulatory requirements while maximizing efficiency and insights.

Surpass your competitors by effectively identifying potential buyers who are ready to make a purchase. Start recognizing your website visitors to enhance your sales funnel and monitor buying intent, ensuring you engage with the actual individuals rather than just their companies, as ExactVisitor provides insights into real visitors. Be alerted when someone from your targeted account list visits your site, allowing your sales team to connect with them instantly. As the agency owner, you maintain control over client limitations and can allocate the shared credit pool among your clients. Additionally, you have the flexibility to log in and navigate through different client accounts as an admin, while they remain unaware of pricing, billing, or access to other clients. Uncover the contact details of influential individuals within your target companies, and benefit from ExactVisitor's seamless integration with a variety of CRMs, outreach tools, and other applications to effortlessly share your data. This way, not only do you enhance your outreach, but you also streamline your sales processes for maximum efficiency.

Our tools help businesses verify and search for accurate UK addresses and postcodes. We use rooftop accurate geolocations and UPRN to ensure precise data. Our services are GDPR compliant, and we have clear documentation and support for easy integration. We cater to businesses of all sizes and provide fast and cost-effective APIs for postcode lookup, address search, and autocomplete. You can add our tools to your website or platform with minimal coding.

Simplify your address search process by enhancing your forms with our cutting-edge address finder. Experience swift, predictive, and precise address autocomplete functionality. Our comprehensive address finder and verification software will efficiently locate, validate, cleanse, and format accurate Australian addresses through a user-friendly, easy-to-integrate API. Seamlessly integrate AddressFinder with your online store or CRM using our convenient plugins. Rest assured in the reliability of your address database, as AddressFinder's verification service allows you to upload your spreadsheet of Australian addresses or utilize our verification API to match them with verified entries from trusted AU datasets. Take advantage of AddressFinder’s versatile APIs to not only autocomplete addresses but also retrieve additional metadata such as latitude and longitude. Our address autocomplete API exclusively presents valid addresses sourced from official Australia Post and PSMA databases, ensuring that the addresses you gather are always authentic and devoid of errors. With AddressFinder, you can improve your customer experience and operational efficiency by ensuring that every address is accurate.

Verify addresses using the most precise global location information available. Provide outstanding experiences to every customer, no matter their location. Users can effortlessly input an address through a streamlined, single-line capture method on any device or platform. This approach leads to quicker and more accurate completions of online processes, facilitated by type-ahead and predictive technology. Moreover, it stands as the most efficient means to refresh and improve address data, allowing for the attainment of exceptional quality and precision. By simplifying the way individuals enter their locations, it enhances user experience significantly across various platforms. Such advancements ensure that businesses can maintain up-to-date and reliable address information with ease.

Identify the ideal companies, track your clients in real-time, and conduct thorough research with ease. Goava's Sales Intelligence platform offers tailored recommendations to B2B sales professionals across Sweden, Finland, Denmark, and Norway. On average, B2B salespeople dedicate around 33% of their time to research, but with Goava, they can devote more energy to selling. The platform centralizes all company information, making research more efficient. By utilizing Goava’s recommendation engine, sales teams can concentrate on their most promising prospects, facilitating meaningful and engaging conversations with potential clients. This data-driven approach not only enhances selling effectiveness but also improves the quality of interactions with the target audience. With Goava’s platform, your sales team receives guidance on which companies to pursue next. Rather than squandering valuable time searching for opportunities, Goava enables you to prioritize effectively, ensuring that your efforts yield the best results. Ultimately, this leads to increased sales productivity and stronger relationships with customers.

Optimize your advertising operations workflows to save your teams countless hours in campaign setup and management. Seamlessly connect with various ad servers, including custom solutions, and integrate with your entire technology ecosystem. Voiro simplifies the process, allowing you to focus on what matters most. Equip your teams with insightful data, keeping them informed about growth opportunities, potential revenue losses, and a comprehensive range of reports. This support enables them to drive significant growth for your organization. Transform your revenue indicators from trailing to leading by utilizing real-time, precise revenue projections across all channels and business segments. Reduce your monthly accounting and billing procedures to mere minutes with Voiro’s real-time revenue reconciliation capabilities. Automate and customize revenue reports that comply with widely-used ERP systems, all supported by Voiro’s commitment to accuracy. Achieve total transparency in your operations through Voiro’s APIs, which effortlessly push revenue data into all your downstream systems, ensuring you stay ahead in the competitive landscape. With these tools, you can focus on strategic growth while Voiro handles the complexities.

MappyField 365, a geo-mapping plugin compatible with Dynamics 365 CRM users, is compatible with Power apps as well as Dataverse. It allows you to visualize all of your CRM records on a map. It is ideal for sales agents, delivery agents and marketing agents, as well as partners and suppliers. These features can help you increase the productivity of your staff. Data Plotting - Territory Management - Heat Map Visualization Route Optimization and Sharing - Proximity search - Reporting and analytical dashboard Advanced Search - Check-in/Check-out Support for Tablets and Mobile Devices Multi-Language Support

5X is a comprehensive data management platform that consolidates all the necessary tools for centralizing, cleaning, modeling, and analyzing your data. With its user-friendly design, 5X seamlessly integrates with more than 500 data sources, allowing for smooth and continuous data flow across various systems through both pre-built and custom connectors. The platform features a wide array of functions, including ingestion, data warehousing, modeling, orchestration, and business intelligence, all presented within an intuitive interface. It efficiently manages diverse data movements from SaaS applications, databases, ERPs, and files, ensuring that data is automatically and securely transferred to data warehouses and lakes. Security is a top priority for 5X, as it encrypts data at the source and identifies personally identifiable information, applying encryption at the column level to safeguard sensitive data. Additionally, the platform is engineered to lower the total cost of ownership by 30% when compared to developing a custom solution, thereby boosting productivity through a single interface that enables the construction of complete data pipelines from start to finish. This makes 5X an ideal choice for businesses aiming to streamline their data processes effectively.