CRM Insights

Unlock Actionable CRM Insights

  • Get AI-powered CRM insights in minutes
  • Personalized and actionable data narratives
  • Easy-to-understand natural language CRM insights
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    CRM Narratives

    CRM Insights

    Identify trends, uncover opportunities, and make informed decisions with personalized, actionable data narratives. CRM insights analyze customer relationship management data, highlighting lead conversion rates, customer retention, and sales pipeline efficiency. Narrative BI's CRM insights are designed to be easily understandable, and presented in natural language that simplifies complex data.

    Automated CRM Narratives

    Easily Automate CRM Insights With Narrative BI

    Narrative BI automatically generates a feed of personalized data narratives and notifies you about the interesting patterns in your CRM data.

    Transparent insights in English

    Automated Insight Generation

    Save time with fully automated insights that require no manual effort.
    Natural language generation

    Personalized Data Narratives

    Receive insights tailored to your specific CRM needs.

    Anomaly detection

    Natural Language Generation

    Insights are presented in clear, natural language, making them accessible to everyone.

    CRM Narratives

    Getting actionable insights from your CRM data is straightforward with Narrative BI. Follow these steps to get started:

    1. Connect your CRM data source such as Salesforce to Narrative BI in a few clicks
    2. Select your CRM objectives and preferred reporting period.
    3. Drag and drop the KPIs to customize your insights and get narratives on your key metrics, such as lead conversion rate, customer retention rate, sales pipeline stages, and customer lifetime value.
    1. Connect your CRM data source to Narrative BI in a few clicks
    2. Select your objectives and preferred reporting period.
    3. Drag and drop the KPIs to customize your insights and get narratives on your key metrics, such as lead conversion rate, customer retention rate, sales pipeline stages, and customer lifetime value.

    It takes a few minutes to set up, and then you will receive an automated feed of CRM narratives. Sharing these insights with your team is also made easy with our platform’s sharing features.

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