A tour of Data.Simpler
- What is Data.Simpler?
- How does Data.Simpler work?
- What are the benefits of using Data.Simpler?
- On what levels does Data.Simpler improve a business?
- What are the specific benefits of connecting ERP and CRM data with Data.Simpler?
- What sources of data can you connect with Data.Simpler?
- How to get started with Data.Simpler?
- I’ve got more questions about Data.Simpler.
Try Data.Simpler right now. For free.
1. What is Data.Simpler?
Data.Simpler is a simple Business Intelligence (BI) tool that allows you to work with your data in a more convenient way.
It’s basically the place where you get easy access to the data you need, in the form you need.
Data.Simpler is available in cloud and in-house versions.
2. How does Data.Simple work?
Your business accumulates a large amount of data every day which is stored in different systems: CRM, ERP, Excel spreadsheets and others.
Companies spend a lot of time and money stitching the disparate systems and data together. There are some typical problems of data being stored in different places:
- hard to “cover with a glance” your data in its entirety
- raw data does not look easy to digest and it takes more time and resources to work with it
- analyzing data from different sources can lead to biased results
- tracking key parameters in different systems separately lacks effectiveness
- data updates sometimes are not automized which lacks productivity
- if two systems use the same data, sometimes it’s necessary to input it manually which is a reason for additional expenses and mistakes
- hard to come up with a customized report with data from different sources
Data.Simpler connects your data scatterred across the data sources together and ensures that you can easily access and monitor any key parameter at any time and make better business solutions on the basis of better data analysis.
3. What are the benefits of using Data.Simpler?
Some benefits are:
- you collect all your data in one handy workspace
- you transform your raw data into useful reports and informative dashboards
- you monitor your KPIs, foresee trends, find our unefficiencies, discover hidden insights easier which helps you make better business decisions
- you measure your ad campaign’s success
- you get your orders from your website, CRM and ERP synced automatically
- you automate your processes and alerts to save resources and leverage effectiveness
That being said, using Data.Simpler helps you save a lot of resources and leverage performance.
Start saving with Data.Simpler now for free4. On what levels does Data.Simpler improve a business?
Data.Simpler improves your business on three levels.
Level 1: displaying the data
- you get convenient access to all your data from one place
- you can customize the way your data is displayed:
- highlight the main parameters for tracking
- simplify display with customizable dashboards
Level 2: using the data
- your analysis becomes more accurate:
- you take into account the data in its entirety
- you take into account important indicators that appear only after connecting the databases – for example, orders in the CRM and not in the ERP, the cost of one order, the share of advertising money in the cost of orders, etc.
- convenient dashboard view simplifies analysis and saves resources
Level 3: getting the data
- Automatic synchronization between databases. For instance, once you get an order in CRM, you automatically get it in ERP
- Automatic alerts. You can set a safe range for important parameters and receive instant notifications when it’s out of range
- Automatic reports. Easily set daily, montly, quarterly, annual or any other customized reports
5. What are the specific benefits of connecting ERP and CRM data with Data.Simpler?
Having the ERM and ERP data connected with Data.Simpler not only makes the work with it simpler. You also can setup automatic synchronization of your data between ERP, CRM and your website – for example, get your orders from your website automatically in your CRM and ERP. Read below to get the hang of CRM and ERP connection benefits.
1. Track key metrics from in between of CRM and ERP
Not only bringing the data from CRM and ERP to one convenient place is beneficial. It is also necessary if you want to monitor some critical parameters that you cannot find in any of the systems, for example:
- orders in CRM and not in ERP
- invoiced orders waiting tracking and fullfilment
- missed fulfilments
2. Get valuable insights
Connecting the CRM and ERP data with Data.Simpler gives you a chance to get some useful information easier. For instance, you can:
- calculate the prime cost of any order Helps you optimize expenses and increase efficiency
- forecast warehouse stock according to sales trends Helps you plan production and procurement capacities
- monitor cash flow and spot leaks Helps you plan budgets – including advertisement
3. Get some processes automated
Once you have connected the databases from ERP and CRM with Data.Simpler, you can also set automatic synchronization between them. You don’t need to input data manually now – it will appear in the right place instantly. It saves plenty of time and eliminates a lot of mistakes.
Here’re the features:
- CRM → ERP data synchronization As soon as the data you need appears in the CRM, it gets automatically uploaded to the ERP as well.
- ERP → CRM data synchronization Got it in ERP – here it is in CRM. Automatically!
- YourWebSite → ERP and/or CRM synchronization Automatic transfer of the data from your website to your CRM and ERP
6. What sources of data can you connect with Data.Simpler?
You can get data collected to Data.Simpler from these sources:
- ERP (SYSPRO and others)
- CRM (Salesforce, Shopify and others)
- Databases (MS SQL, MySQL, Postgress SQL and others)
- Ad campaign accounts (Facebook Ads, Google Ads and others)
- Raw data (Excel tables, .csv files, phone books, raw data extracted from different software)
