Lead Dashboard with CRM Analytics

In previous articles, we discussed the basics of CRM analytics, how to build dashboards with CRM analytics and demonstrated a sample dashboard built within the platform. Here, we can see a sample Lead dashboard created to get interactive views of the business data.   The dashboard basically contains four widgets representing four different information out…

Build Dashboard with CRM Analytics

CRM Analytics dashboard continuously monitor key metrics of business, analyzing the results by key dimensions, like region, products, amount etc. The charts built within the dashboards are interactive and real time. Information is presented in an easy to read format. CRM analytics dashboards provide many ways to display any type of information like charts, map…

Basics of CRM Analytics

CRM Analytics formerly known as Tableau CRM is a platform which connects data from multiple sources and enables creating interactive views of that data. Its intuitive point-and-click visual interface helps everyone in the org getting immediate access to the powerful data insights derived by means of the various assets. Here we discusses the basics of…

Lead Conversion Report and dashboard in Salesforce

Leads are potential customers of a company. In Salesforce, information about leads is stored in Lead records. We can gather leads through various lead sources like Web, Phone enquiry, past happy customers, partner referrals so on and so forth. Leads will become assets to your company once they gets converted into a contact or account…

Loan management software

Loan Management Software to Automate Your Lending Process

A comprehensive loan management software can improve the quality of services and productivity, as well as help lenders make their operation more agile and transparent. This leads to operational costs reduction and better customer service. But it works even better if it’s enhanced with software that simplifies the convoluted accounting processes. It could prove to…

AI in mortgage industry

Analytics Driven Approach using AI in Mortgage Industry

As borrower demands and origination costs are rising, mortgage lenders are turning to data, analytics, and artificial intelligence (AI) in order to make better and faster business decisions. The implementation of AI in mortgage industry will help mortgage lenders to use analytics for making real time operational business decisions such as identifying fraud detection, assessing…

Scope of Risk Analytics in Mortgage Banking

Mortgage lender can infuse every major decision to drive revenue, to control costs or to mitigate risks with data and analytics. Integrated risk management using risk analytics can trigger responsible and profitable growth for mortgage banks. Risk analytics in mortgage banking helps mortgage banks to identify, quantify and mitigate risks using data and analytics. Functional…

Data challenges in mortgage industry

Solving Data Challenges in Mortgage Industry

Big part of digital transformation in mortgage industry drills down to the number of data driven initiatives by mortgage lenders and banks namely AI/ML efforts, predictive analytics, data modeling and CRMs. Explosive growth in terms of total data volume poses many operational and data challenges in mortgage industry. Data challenges in mortgage industry The total…