Frequently Asked Questions
Why 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.
Every day our business accumulates a large amount of data which is stored in different systems and places: CRM, ERP, Excel spreadsheets, etc.
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 and increases operating time
- data updates sometimes are not automized which reduces 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 (for example, same fields like Customer, Order for ERP and CRM)
- 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 parameters at any time and make better business solutions on the basis of better data analysis.
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 out unefficiencies, discover hidden insights easier which helps you make better business decisions
- you get more valuable insights to 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.
Pricey BI tools handle complex data and come with big pricing.
Data.Simpler gives you all of the technical abilities of larger-scale products for a fraction of the price.
Some BI software providers come up with many costly features, invest a lot in sales and fancy marketing.
We cut-off redundants and reduce costs while concentrating on providing high-quality services for fair price.
We want our clients to focus on the essencials - and right on, not after hours of studying thousands of BI features.
Getting started
To get started, simply sign up for our 14-days-long free trial.
Then, use Data.Simpler step by step
- Connect your databases’ data
- Display your key metrics in the way you need
- Automate your processes, for instance, set alerts and automatic reports
- Monitor essencials
Sign up for a Data.Simpler Cloud - and you're got to go: you can connect data and work with it right away.
If you're using Data.Simpler In-house on your local computer, it can take some time to install the files and set up the program. Anyway it's rather minutes.
No. Data.Simpler does not require any coding knowledge neither for setting up nor for everyday use.
Any casual computer with a browser and Internet is enough.
Every Data.Simpler plan is available for at least 100 users, meaning 100 devices. Contact us if you need more!
We take security seriously which is why Data.Simpler is centered on Microsoft SQL Server.
Our recommended process is to import your data to SQL. We can leverage the data security features of SQL to keep your access controlled and safe.
No, we do not offer this at the moment. However, we guarantee our first response within 24 hours or 12 hours, depending on your plan.
Yes, our Data.Simpler In-house plans family (In-house Premium, In-house Premium Plus and In-house Enterprise) gives you the option of running the software on your own business servers, your local computer or eslwhere you wish.
Yes. Making your work with data simpler is our goal. Talk to us and we’ll come up with a solution.
Data.Simpler features
Connecting data
- 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)
We grant 100 GB of cloud space and the opportunity to connect data from 500 sources with our lowest plan. You always can add more space or data sources - just let us know that you need more.
With Data.Simpler, you can upload various types of data - from CRM or ERP data to Excel spreadsheets - by simply clicking on the Connect Data button on the main screen. Try to start with a free 14-days trial.
Using Data.Simpler (Cloud) as a Data Warehouse you import your data to SQL. We take security seriously which is why Data.Simpler (Cloud) is centered on Microsoft SQL Server. We can leverage the data security features of SQL to keep your access controlled and safe.
Or, if you wish, use Data.Simpler (In-house) on your trusted devices and keep your data in your secure places.
Having the CRM and ERP data connected with Data.Simpler not only makes your 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
Talk to us about ERP and CRM automatic synchronization.
Displaying data
You literally can connect any data to Data.Simpler and then filter out what exactly you need, then put it in one of our flexible forms. We consider it quite customizable.
They are:
- Reports
- Dashboards
- Grids
- Diagrams
Reports
A report is a document that presents information in an organized format for a specific audience and purpose.
With Data.Simpler you can create reports using any piece of data you need and compose reports for your specific goals. Our intuitive drag-and-drop Report Builder is the perfect interface to allow any team member to visualize data.
Converting fully customizable content set out in standard paper sizes report makes sense.
It’s ideal for sharing, exporting, and printing.
The visual nature of our software helps with understanding even the most complex data and removes guesswork from the equation, allowing you and your team to make informed decisions.
Click Create a report on the main screen to get started. Select the data you need, filter out what is useless and that's it!
Alerts
Alerts can be set up to notify you of any changes in your business data. You’re in control of when you want to be informed, what type of alerts are sent, and who you wish to receive them.
You can use alerts to be alerted when a customer has successively opened three or more of your emails or when a competitor has recently been re-engaged on social media. You can set any number of alerts based on your needs and preferences. Automatically stay updated on your data with alerts when an unexpected event happens, or a goal is met. Get up-to-the-minute information for a clear picture of your business’s current status and health without being overwhelmed by data. Easily monitor all the most important parts of your business from one place. Get notified as soon as there is an issue and turn it around before it is too late.
Improve the health of your business and save time by continuing to focus on what matters most to you with Data.Simpler’s business alerts.
Use a Create an alert button on the Main screen of Data.Simpler to create an alert. Make sure you have connected the data you need beforehand.
You can create as many alerts as you wish with any Data.Simpler plan with no additional costs.
Simply contact us for support if you need a hand. Second, we provide special services such as building alerts, reports, dashboards, etc - order it from us. Also, you may want to consider trying Data.Simpler Premium Plus plans which includes our assistance in building 10 alerts for you.
Dashboards
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Grids
Diagrams
Data automation
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Getting insights
Level 1: displaying the data There are several key benefits at this level: Level 2: using the data You get better insights from your data with Data.Simpler: Level 3: getting the data Not only Data.Simpler simplifies the ways you display and work with data, but also simplifies the way you get data. Here are examples of automation that Data.Simpler brings: Try Data.Simpler for free for 14 days and see yourself.
For instance, once you get an order in CRM, you automatically get it in ERP
You can set a safe range for important parameters and receive instant notifications when it’s out of range
Easily set daily, montly, quarterly, annual or any other customized reports
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Ads
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Subscription and payment
See, all Data.Simple features are available to all our clients at all times since day one. That’s why our “basic” plan is called Premium.
However, for special needs we offer two more plans: Data.Simpler Premium Plus for those who may want to use some assistance with installation and data visualization, and Data.Simpler Enterprise for those who wish to have custom features and tailored solutions on demand for their needs.
Read more about our plans here.
No, it’s not. You only need your email ID to begin the trial.
Simply sign up for our free trial.
There’re two possibilities:
- we provide you with the Data.Simpler In-house Setup files and instructions, and you deploy Data.Simpler In-house and connect data yourself
- you provide us with a remote access to your space and we deploy Data.Simpler In-house for you
Every time we provide an update for Data.Simpler In-house we send you an email with a direct link to the updated files. Just stay tuned. And again, you can update Data.Simpler In-house yourself or we can help you.
Contact us to learn more about updates of Data.Simpler In-house plans.
You can cancel your subscription anytime with no penalty.
Yes, you’re always welcome.
Yes, we can come up with white label development for you or your clients. Let us know here about what you need.
Yes, we do. Contact us and tell us what you wish.
