Empower Sales Teams With CRM Analytics Software

Your sales data shouldn’t live in spreadsheets or siloed dashboards. SplashBI’s CRM analytics software transforms your CRM data into actionable insights that help every sales role - from rep to executive - drive predictable growth.

CRM Analytics Software for Every Sales Role

From Rep to Exec - One Source of Truth

Sales Reps - Drive Deals Forward

Track trends at every pipeline stage. Identify gaps early, understand win/loss patterns, and know exactly what it takes to hit your quota using CRM analytics software built for modern sellers.

Sales Leaders - Optimize Performance

Get live sales data, gap and risk analysis, top-opportunity tracking, and trend visibility - all in one unified view. See who’s performing, who’s struggling, and where to focus next.

Sales Executives - Forecast and Scale

Measure year-to-date performance against budgets and forecasts. Track revenue, deal velocity, and conversion trends with a single source of truth powered by CRM analytics software.

Arm Your Team With Modern CRM Analytics Software

Beyond Surface-Level Dashboards

SplashBI reduces the time spent building and maintaining reports, so teams can focus on understanding their data to improve pipeline performance, increase conversion rates, close more deals, and support better decisions.

Salesforce Deep-Linking

Go beyond surface-level dashboards. Drill directly into CRM data with deep links that connect analytics back to Salesforce and other platforms.

Cross-Object Reporting

Create cross-object KPIs and reports that span leads, opportunities, and accounts, all within your CRM environment.

Distribution & Scheduling

Share dashboards automatically via Excel, PDF, or HTML to keep leadership and sales teams aligned.

Excel Plugin

Use our Excel add-in for seamless, transactional-level reporting powered by your CRM analytics software data model.

Actionable Insights

Drive Growth With Actionable CRM Analytics Software

Whether you’re enabling your reps, providing visibility to executives, or making data-driven decisions, SplashBI delivers what you need.

Pre-built reports and dashboards that go live in days, not weeks.
Unified visibility into pipeline health and revenue forecasts.
Real-time tracking of KPIs across teams, territories, and stages.

Key Factors in Selecting CRM Analytics Software

What to Look For When Evaluating Vendors

Ease of Use

Look for no-code CRM analytics software that allows non-technical users to build dashboards and reports.

Integration Depth

Ensure seamless connectivity with Salesforce, HubSpot, Oracle CX, and other CRM systems.

Predictive Capabilities

Choose a tool that transforms CRM data into forecasting insights, not just visualizations.

Scalability

Your CRM analytics software should grow with your pipeline and user base.

Governance and Security

Enterprise-grade compliance like SOC2 and ISO certifications are essential.

Empower Sales Teams With CRM Analytics Software