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3 Tips for Automating Data Analysis and Reporting

a tablet displays a graph that says business activity of company and subsidiaries

One of the best parts of a customer relationship management (CRM) platform is automating various sales tasks. Some of those tasks involve migrating data, while others involve contacting customers through channels like email marketing. But one of the best tasks you can automate is data analysis.

Data analysis is an excellent way to learn about your customers, but what does it look like to automate it? There are a few different ways your CRM can help with data analysis automation—at least if you get the right CRM. 

What are those ways? Keep reading to find out.

What is the value of automated data reporting?

Analyzing your data isn’t just important—it’s the entire reason your company gathers and organizes data to begin with. A CRM allows you to gather tons of data on your customers, but that data is only useful if you take the time to analyze it and learn about your customers.

But you don’t have all the time in the world to spend on data analysis—you have other business aspects to manage. That’s why it’s helpful to automate the process. By allowing your CRM to do a lot of the analytics work, you can reap the same rewards without spending as much time examining your data.

Reporting & analytics in Nutshell

Learn more about Nutshell’s reporting and analytics features

3 ways of automating data analysis and reporting in your CRM

There are three main ways that CRMs handle data analysis automation. Here’s an overview of each one.

1. Automatically track data

You can’t analyze data until you’ve gathered it. That’s why a CRM like Nutshell can track important data for you—and it can do it automatically.

Using Nutshell, you can track leads as they move through the sales pipeline. You can also automatically attribute each lead to the different marketing and sales channels that moved them toward conversion.

This data can come from all kinds of sources, including your website. You can even use Nutshell Forms to automatically add new contacts to your CRM database.

2. Set up automated reports

The second way CRMs like Nutshell can help you automate data analysis is by generating automated data reports. A data report is basically a summary of the data that’s come in over a certain period, often highlighting specific metrics, patterns, or trends.

Some of the metrics your data reports might highlight include:

  • Website traffic
  • Conversion rate
  • Customer demographics

There’s no need to manually reformat or analyze your data—Nutshell will automatically compile reports on it, and all you have to do is view those reports to get valuable insights. By making it easy for you to regularly access this key info about your customers, Nutshell enhances your ability to make data-driven marketing and sales decisions.

3. Share reports with your team

Very often, you won’t just want to look at your data—you’ll want to present it to your team or to the decision-makers at your company. If that’s the case, you don’t have to worry about compiling that data into a presentation-friendly format—you can let Nutshell do it for you.

Nutshell can automatically visualize your data, formatting it into charts and graphs that are ready-made for a slideshow presentation. You can download these graphics and use them however you want to easily convey data to your team.

You can also share reports with other team members right in your account, which means you don’t even have to download or export data if you don’t want to.

Nutshell is the perfect CRM for automating data analysis and reporting

Overall, data analysis automation is an excellent way to gain valuable customer insights while still freeing yourself to spend time on other things. But you can only automate your customer data analytics with the help of a tool like Nutshell.

Nutshell can automatically generate custom reports on a variety of metrics, from demographics to behavioral data. It can also format those reports as charts and graphs to help you visualize your data and learn more about your customers. Plus, Nutshell comes with the assistance of a top-tier support team.

Interested in trying out Nutshell for your business? Check out our 14-day free trial!

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