CRM Alerts

  • Get instant notifications on your CRM performance
  • Act immediately on key changes in your CRM metrics
  • Stay updated without constantly checking your dashboards
    Alerts hero
    Intelligent CRM Alerts

    CRM Alert

    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.

    CRM Anomalies

    Detect Anomalies in CRM Data Automatically

    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.

    Anomaly detection

    Instant Alerts

    Receive instant notifications about important CRM changes.

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    Proactive Monitoring

    Monitor your CRM performance proactively with automatic alerts.

    Anomaly detection

    Immediate Action

    Alerts provide actionable insights to help you respond immediately.

    How to Set Up CRM 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.

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