TechTarget
techtarget.com › searchcustomerexperience › definition › CRM-analytics
What is CRM Analytics? Definition, Types and Key Metrics | TechTarget
As a result, software companies have developed specific products that perform customer data analysis, and analytics is a component of many CRM systems. There are three primary types of CRM analytics systems: collaborative, operational and analytical.
DataBees
getdatabees.com › home › types of data analysis in crm: understanding the key approaches
Types of Data Analysis in CRM: Understanding the Key Approaches - DataBees
June 24, 2025 - Each analytic type offers a different lens for understanding data and making customer-focused improvements. Here’s an overview of each type and how they contribute to effective CRM strategies. Descriptive analytics in CRM focuses on summarizing past events to understand “what happened.” This type of analysis provides a snapshot of historical data, helping sales teams track performance metrics and customer engagement over specific periods.
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How is CRM data used?
Sales teams use CRM data to generate leads, track sales performance, communicate with customers, and collaborate with teammates. Having reliable and accurate data and CRM streamlines contact, deal, and sales pipeline management. On the other hand, marketing teams use CRM data to strategize new marketing campaigns. Customer support teams use CRM data to determine the best resolution for a ticket and improve customer satisfaction to boost referrals.
fitsmallbusiness.com
fitsmallbusiness.com › crm-data
What Is CRM Data? 4 Types of Data to Store in Your CRM
How is CRM data collected?
CRM data, like identity, descriptive, quantitative, and qualitative data, is usually collected using customer relationship management (CRM) software. A CRM system extracts data from multiple sources, including your company website, online store, social media, and email survey forms. Reps can also enter data, like a customer’s speech verbatim during a phone call, manually into the CRM in the form of notes. Most advanced CRMs have AI capabilities to auto-log notes.
fitsmallbusiness.com
fitsmallbusiness.com › crm-data
What Is CRM Data? 4 Types of Data to Store in Your CRM
What is an example of CRM analytics in action?
An example of CRM analytics in action is a company using customer purchase history to create targeted email campaigns. By analyzing past buying patterns, the company segments customers and sends personalized offers. This approach increases open rates, improves conversions, and boosts repeat purchases.
learn.g2.com
learn.g2.com › crm-analytics
CRM Analytics: Turn Customer Data into Actionable Insights
DataBees
getdatabees.com › home › types of crm data: the foundations of customer success
Types of CRM Data: The Foundations of Customer Success - DataBees
June 24, 2025 - Understanding the various types of data analysis in CRM helps businesses effectively interpret and utilize different types of CRM data, including customer demographics, behavioral patterns, transactional records, feedback, and operational metrics, ...
Salesforce
salesforce.com › ap › hub › crm › make-better-decisions-with-crm-analytics
CRM Predictive and Sales Analytics Software - Salesforce
Instead, select analytics options that rely on data visualisation, in the form of interactive graphs, charts, and other image-centric reports. Salesforce CRM analytics is a powerful, accurate, and expansive CRM analytics solution, designed to provide users with a single, unified system capable of collecting and analysing customer data to turn into valuable insights.
Business News Daily
businessnewsdaily.com › home › grow your business › sales & marketing
How to Use CRM Analytics
February 15, 2024 - It’s essential to track data about how many calls or emails lead to conversations, how often these interactions happen, and (for phone calls) how long talks last. You should also track if and when conversations lead to immediate customer action. Website engagement: Some CRM programs include tools that track website visitors, monitor who signs up for your newsletter or identify prospects who engage with you on social media.
Fit Small Business
fitsmallbusiness.com › crm-data
What Is CRM Data? 4 Types of Data to Store in Your CRM
February 13, 2024 - CRM data can include gathered information of a personal, contextual, or measurable nature, such as contacts, leads, customers, accounts, cases, deals, opportunities, activity, performance, and more.
CRM.org
crm.org › crmland › analytical-crm
What Is Analytical CRM + 10 Best CRM Analytics Tools
May 27, 2025 - Before going over CRM analytics examples, it's wise to briefly touch upon the standard analytical CRM tools of each type of such CRM, Descriptive analysis involves collecting data on past activity and using various metrics to get an idea of how things are going in your business.
DataBees
getdatabees.com › home › crm data analysis: metrics for better customer relationships
CRM Data Analysis: Metrics for Better Customer Relationships - DataBees
April 21, 2025 - This data analysis process goes beyond merely storing information—it involves sorting, processing, and interpreting data to reveal patterns and trends that offer valuable insights into customer behavior and preferences. The foundation of CRM data analysis is robust data collection.
G2
learn.g2.com › crm-analytics
CRM Analytics: Turn Customer Data into Actionable Insights
July 16, 2025 - These insights help small businesses make data-driven decisions and compete effectively with larger companies. CRM analytics does not always require technical skills because modern CRM platforms offer user-friendly dashboards and automated reports. Basic analytics functions like tracking KPIs and segmenting customers are accessible without coding. However, advanced analysis such as custom queries and data integration may require technical expertise.
Ringy
ringy.com › articles › analytics-in-crm
Unlocking the Power of Analytics in CRM - Benefits, Types & Examples
July 11, 2024 - The data is then stored and organized within the CRM system. Common analytics techniques used in CRM include customer segmentation, predictive modeling, sentiment analysis, and trend analysis.
Businessmanagementideas
businessmanagementideas.com › home › crm
3 Main Types of Data Analysis used in CRM
June 22, 2016 - The types are: 1. OLAP (Online Analytical Processing) 2. Click Stream Analysis 3. Personalization and Collaborative Filtering. Data Analysis: Type # 1. OLAP (Online Analytical Processing): Despite its varied interpretations, 'data mining' has acquired an almost mystical allure
Ringy
ringy.com › articles › crm-data
CRM Data Guide: Types, Uses, Best Practices, & Data Structure
May 23, 2025 - Different metrics can be applied together to clean information. For example, the customer churn rate can be found by dividing the number of lost customers at the end period of time (let's say a month) by the total number of customers you had at the beginning of the period. Different types of quantitative data that a CRM can provide includes:
Monday.com
monday.com › home › crm and sales › crm analytics: unlocking growth through customer data analysis
CRM analytics: Unlocking growth through customer data analysis
September 30, 2025 - Through using AI to analyze chat histories, emails, meeting summaries, and call logs, monday CRM can determine if a customer or prospect is feeling positive or negative so that sales and support teams can proactively get involved with immediate solutions. Streamlining customer data analysis will help you understand who your customers are, what they want, how they behave, and how satisfied they are with your products or services. If you want to stay ahead of the competition by creating a memorable end-to-end customer experience, it’s important to listen to the data and use it to inform strategies in your company.
Nutshell
nutshell.com › home › blog › 4 types of crm data you should use to power up your sales
Types of CRM Data to Power Up Your Sales | Nutshell
October 21, 2025 - Now that we’ve discussed the different types of CRM data you should collect, let’s dive into how you can structure your data. Once you have all that data, it’s essential to keep it organized, so you can easily analyze it and gain valuable insights into your audience and strategies. Here are just a few examples of how you can structure and manage the data in your CRM: When it comes to CRM data analysis, it’s essential to track and analyze the status of your leads in your sales funnel.
Zendesk
zendesk.com › sell › crm › analytics
CRM Analytics and Data Analysis: A Guide
August 20, 2025 - This lets businesses budget, plan, and invest with confidence—because their choices are based on fact, and not gut instinct. CRM analytics tools allow you to closely monitor your customer service practices. Then, by identifying the practices that produce the most complete customer satisfaction, your customer service reps can continue to refine their approaches. CRM data analysis can also be used to analyze feedback from surveys and to track pain points with your company. This lets you get ahead of issues that may cause a strain on your customer service operations down the road.
OpenView Venture Capital
openviewpartners.com › home › blog › the customer data mother lode: how to conduct crm data analysis
How to Conduct CRM Data Analysis, Part 1 | OpenView Labs
October 2, 2023 - There are many general-purpose business intelligence platforms out there that can process your CRM data to give you the same types of insights and analysis that you will get with either your homegrown analysis or with the sales analytics tools. Birst, Domo, LogiAnalytics and GoodData all come ...
edge CRM
edgecrm.app › articles › crm-data-to-collect
Key Data Points for Enhancing CRM Effectiveness - edge CRM
A Customer Relationship Management (CRM) database is like a central hub that stores lots of information about customers. This data is super important for businesses because it helps them really understand their customers' Sales Pipeline. But it's not just for storing data; CRM does data analysis.
Statswork
statswork.com › blog › how-to-analyze-your-sales-crm-data
How to analyze your Sales CRM data – Statswork
Customer experience evaluations: CRM analytics provide you with information about the success of your customer service staff. Implement activities to drive the team toward these priorities if you see numbers that your team might change. Accurate consumer data: If you’re doing predictive marketing or email marketing, you need to know whether you’re meeting the right people. CRM reporting means that you are doing comprehensive consumer analytics. Effective lead generation: Your CRM research analysis will reveal which of your marketing efforts are most closely linked to sales.
Omnitas Consulting
omnitas.com › hem › the role of data analytics in effective crm
The Role of Data Analytics in Effective CRM - Omnitas Consulting
January 8, 2025 - Data analytics is becoming increasingly important in CRM as companies look to gain a competitive edge in their respective industries. By leveraging customer data, sales data, and marketing data, businesses can gain valuable insights into their ...
Medium
medium.com › @ecembayindir › diving-into-crm-analytics-key-insights-and-applications-f873a652e6a6
Diving into CRM Analytics: Key Insights and Applications 📊🔍 | by Ecem Bayındır | Medium
October 20, 2023 - From RFM (Recency, Frequency, Monetary) Analysis to Customer Lifetime Value estimation, CRM Analytics equips us to make data-driven decisions, forecast customer behavior, and segment our audience effectively.