5 Tools for Keeping Better Track of Client Data

5 Tools for Keeping Better Track of Client Data

Real-time and historical data analysis is key to successful business management. Look for solutions that offer you the power to collect, manage and analyze your client data

Big data is an incredible tool for business. But like any tool, it must be used correctly to yield the best results. That means ensuring you have the right tools to help you keep better track of your data. The best tools can help you understand precisely how your clients use your products and services and better gauge their performance so you can deliver on their expectations.

Real-time and historical data analysis is key to successful business management. Look for solutions that offer you the power to collect, manage and analyze your client data. Here are five modern tools to help you track client behavior and get the insights you need to make better decisions.

1. Zendesk

With more than 1.2 million customers, Zendesk is a leader in customer service and help desk software. It also offers an innovative analytics platform that gives you a never-ending data stream to analyze and improve your business. Analyze not just the volume of messages but also their content, comparing first-time vs. repeat queries and retention rates by individual users. You can also set up triggers to assess the health of your team.

The tool also features a unique KPI dashboard that gives you a real-time view of critical metrics, such as sales growth, social mentions, and customer satisfaction. Zendesk’s mobile application lets you manage customer support on the go so you can provide faster answers for your customers. You also get access to an API that enables you to connect your applications and third-party services to Zendesk’s data. This lets you create custom dashboards and visualize the information in different ways.

2. Centrex

Centrex allows you to monitor real-time financial data and track tens of thousands of loan accounts. It features a customizable dashboard that lets you quickly view activity on both business and consumer accounts by geographic location, industry, or any other category you want to track. You get notifications that alert you to fraudulent activity and unauthorized changes in bank accounts. You can also run reports on outstanding debt, past due payments, or other areas that may need improvement.

Loan servicing software needs to be easy to use. Centrex features an intuitive interface that is simple to navigate. You also get access to integrated payment processing to simplify your back-office operations. You can automate everyday tasks such as reconciling bank statements, transferring funds, and managing your cash flow. Centrex also offers a complete reconciliation platform. With it, you can manage business-to-business transactions, transfer data between accounts and reconcile bank statements across different financial institutions.

3. Zoho

Many CRMs overlook the importance of data capture. Zoho CRM offers a powerful tool for capturing and organizing data about your clients and their activity with your company. The tool provides a full suite of Asset management tools. The Asset Tracker app keeps tabs on the assets in your client’s accounts, such as cash flow, balance sheets, receivables, and more. You can also use it to track inventory and hold management.

The automation features of Zoho CRM are impressive. The tool features a workflow builder that lets you create automated processes to record and report your business activity. You can automatically email the accounts with the highest value at the end of every month and ask them to enter their figures into a designated spreadsheet. You can automate these tasks to save time and reduce errors due to manual data entry.

4. Salesforce

Salesforce is the world’s largest provider of customer relationship management software. The company innovates rapidly, introducing new features to keep pace with the market. Salesforce Einstein brings artificial intelligence to CRM. It lets you capture data on clients and use it to predict their actions. Based on your behavioral data, Einstein can recommend relevant products or services to your clients and identify sales opportunities you might otherwise miss.

The Salesforce Marketing Cloud gives you access to customer segmentation and advanced lead-scoring features. The power of this tool is also evident from its name. It’s called Marketing Cloud because so much of it is dedicated to marketing functions. You can use it to track leads, monitor customer information, and make sure there are no duplicate records on website analytics.

5. HubSpot

Hubspot is a marketing software that claims to be the best in the world for small and mid-sized businesses. It has statistical features that make it a good choice for larger sales teams. You can set up rules that monitor your sales pipeline. If an opportunity slips into the “troubled” category, you get notified and take action in a timely fashion. The tool also features marketing automation. It can send emails to your leads to create a sense of urgency when you have important news to share.

HubSpot CRM monitors the data it collects on your sales team’s activity. You can analyze its performance and adapt your approach as needed. It also features a built-in analytics tool that lets you compare the performance of your sales team with competitors to see how they are doing. You’ll get a detailed report that reveals what they did right and wrong. This will give insight into your sales team’s strengths and weaknesses.


Data solutions for small businesses can help you track critical information about your customers and sales. Whether looking for better insight into customer data or want to improve your sales team’s performance, they provide a strong foundation for your business.

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