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/ Alerts /CRM
A CRM alert tracks changes in your customer relationship management metrics, such as lead conversion rates and customer retention.
CRM alerts help you always stay on top of your CRM performance, enabling you to react immediately to any critical updates or trends.
Set up this alert for any CRM metrics and you’ll be notified whenever they change significantly. This alert is especially great for keeping an eye on your key metrics such as lead conversion rate, customer retention rate, sales pipeline stages, and customer lifetime value.
Receive instant notifications about important CRM changes.
Monitor your CRM performance proactively with automatic alerts.
Setting up CRM alerts with Narrative BI is simple and efficient. Follow these steps to get started:
1. Connect Your Data Source: Seamlessly integrate your CRM data source in a few clicks.
1. Connect Your Data Sources: Seamlessly integrate your CRM data sources such as Salesforce in a few clicks.
2. Configure Your Alerts: Set up custom alerts based on the primary metrics and thresholds that matter most to you. You will be notified when your KPIs such as lead conversion rate, customer retention rate, sales pipeline stages, and customer lifetime value experience anomalies.
3. Customize Notification Settings: Choose how and where you want to receive your alerts, whether via email, Slack, or directly in-app.
You’re one click away from making data-driven decisions
See how Narrative BI can help you automate CRM alerts in minutes.