Operations Benefit from data intelligence

Do you already turn your customer data into customer intelligence? Do you know which of your activities are effective with your customers? And how to move leads through your sales funnel? With BSI Operations, you get powerful analytics, easy to understand reporting dashboards, and the option to support your decisions based on data. BSI gives you direct access to business intelligence.


Data empowerment Instant access to business intelligence

As a marketing, sales, and service manager, you can directly access all relevant customer data with Analytics from BSI. You can run analyses, create reports, test assumptions, and find answers to your questions without having to go through the data warehouse (DWH) or business intelligence teams. In other words, the subject-matter experts are empowered with data.

Smart analyses Easy handling, rapid results

You have all sorts of customer data available from your customer touchpoints and data management systems, such as CRM, ERP, and marketing automation. But what do you do with it? You can process them graphically with just a few clicks to depict some of the following: the costs your top customers incur, the campaign you can safely do without next year, the possible correlation between the weather and your first resolution rate, and why your sales are always higher on Thursdays.

Visual data analysis Instant reports

With BSI Operations, you have a range of graphic tools available that will help you quickly generate insights from large amounts of data. Thanks to its ease of use and practical charts such as Timeline, Matrix, Spider, and industry-specific templates, you can create your standard reports in no time. Once you have set up the dashboard, you can generate and share reports for specific time frames.

In-depth customer insights Across departmental boundaries

If you know how to do it, data reveals a lot of information about your customers and potential customers. For example, you can compare cohorts with each other. Or, evaluate campaign successes, use the creative potential of data in your campaign design, and track the impact of your actions company-wide. The results will help you find out where you can make adjustments to improve your lead and customer management even more.

Automation Data power for your business

Now you have customer insights, but that’s not all. On the contrary, this is where things become truly exciting: The analyses you conducted yield almost infinite starting points for marketing, sales, and service. Thanks to the solution’s seamless integration into BSI CRM and a link to marketing automation, you can use the generated audiences and target groups directly for campaigns. You have just laid the foundation for personalized customer journeys and machine learning.

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Urs Frick, Operations Expert at BSI

To be effective, customer and lead management require operations. Companies need to know what works and what doesn’t. Everyone has data, but to gain insights from data, you need the right tools: With BSI Operations, this process is easy, quick, and intelligent.

The analytical CRM

Intuitive operation identical to the CRM

With BSI Operations, you will benefit from effortless ease of use and powerful graphic elements. You will find the same logic there, the same technical data model, and the same GUI as in BSI CRM. In other words, there is no need for you to learn another “language” to benefit from Analytics. Instead, you can navigate through the data in a familiar environment. With the ease and expediency you are accustomed to. It is a significant advantage that everything is animated, and data continually updates in the background.

Standard reports and analysis – according to your needs

BSI Operations provides an extensive catalog of industry-specific analysis and reporting templates. When starting a new analysis, all you need to do is select the appropriate chart – Timeline, Matrix, Spider, Target – or an industry template, and then systematically configure your analysis.

Data analysis – the easy way – and so smart

Find out for yourself how to get the most out of your data with just a few clicks. With BSI Operations, you become a data scientist, from standard analyses and tracking common KPIs to more in-depth analyses across departmental boundaries. Surprising insights are guaranteed.

Marketing, sales, and service performance

BSI provides support with the following and much more:

  • Campaign optimization such as increasing your newsletter opening rate and conversions
  • Customer behavior analysis – from churn detection and segmentation to customer satisfaction
  • The utilization of customer opportunities, for instance, cross- and upselling opportunities
  • Sales performance analysis, e.g., hit rate development for offers or sales performance
  • Service performance analysis – first contact resolution rate, order frequency, and incoming order forecast as well as lost order analysis
  • Analyses across departments, such as total customer value (TCV) or customer lifetime value (CLV)

BSI knows your business

Whether sales, marketing or service: you can put our two million code lines and promising solutions together with equal ease – through uncompromising technology, a highly flexible data model and a captivating user experience.


Set up trigger-based, highly personalized customer journeys within 15 minutes with BSI. They help you provide an unforgettable experience and maximize your business success.


BSI offers a central, virtual advisor workstation with access to all relevant customer information. This improves the chances of a successful business conclusion.


BSI’s guided processes enable more efficient handling of customer issues. This saves you time and money in the long term, and makes your customers happy.


BSI provides you with powerful analytics, clearly arranged reporting dashboards and the possibility of data-based challenges to your decisions. BSI is your direct access to business intelligence.

Next best action: BSI.

The next best action: Network your goals with BSI.

Zeno Hug, Creator of Customer Delight

+41 58 255 99 59


BSI Customer Suite

Provide a truly compelling customer experience with seven products – all in one solution.