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The Power of Data Analytic Software for Accountants



What is data? A collection of numerical figures that are often transformed into meaningful information in order to solve complex problems. In other words, it helps us understand what our organization does, how we do it, and why we do it.

Data analysis software can help give us insight into the nature of business relationships and their effect on employees by providing detailed analytics in real time. When you see any kind of relationship between people then you can tell which kind of communication style you like because your data show the differences in behavior, which elements you use most, and the more effective styles. To be honest with you, these answers are very helpful, especially if there is no common language or understanding of the subject.


Let’s say you want to know why your sales team doesn’t seem happy at work or they get bored at home. You go through every single interaction they have with their clients and try their best to find out what exactly they don’t like. Did you notice the conversations are too formal? Are they not friendly? Do they talk only about money or other stuff which isn’t relevant at all? Is this just because these are office rules? Or maybe something else has happened? Or maybe you should change working hours so that the atmosphere matches to yours? These are questions that come up if you look around the office. By analyzing the conversation it is easy to identify what kind of communication style you want to adopt.


The goal here is not to predict the future but better understand the current situation and take steps to find ways to improve it. There is a lot to learn here as well and this will make a solid foundation for decision making and even forecasting possible outcomes.

How could I manage my sales team without the right tools in place? That's exactly where data analytic tools can come to play their role. Not only can they make managers smarter but also provide them with plenty of insights into themselves, so that they can stay relevant and productive.


You might have already heard about HubSpot’s Einstein Analytics tool but haven’t seen it in action. They just had an amazing growth over last 3 years and now the HubSpot Einstein Analytics comes with several powerful features that you can get right away.

Let’s start off with the main ones:

Advanced Reporting


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With AI-powered predictive modeling and advanced machine learning capabilities, Insight, Google Trends, & Charts, you can dig deeper into customer behavior and offer precise personalized experiences to each consumer. This allows you to anticipate and meet individual needs and preferences.

– With AI-powered predictive modeling and advanced machine learning capabilities, Insight, Google Trends, & Charts, you can dig deeper into customer behavior and offer precise personalized experiences to each consumer. This allows you to foresee and meet individual needs and preferences. Advanced Analytics – Use this tool to measure the efficacy of communication strategies and identify areas for improvement. Once you see some metrics in the dashboard, you can dive further into specifics.


Advanced Analytics


Image by David Schwarzenberg from Pixabay 

Use this tool to measure the efficacy of communication strategies and identify areas for improvement. Once you see some metrics in the dashboard, you can dive deeper into specifics. Integration – Using artificial intelligence and cloud services, HubSpot uses Big Data seamlessly with many other applications such as JIRA, Confluence, MailChimp, and Zapier. This integration with the rest of your CRM solution will help accelerate communication across both systems and teams regardless of which one handles data itself.

Useful Features:

Image by Tayeb MEZAHDIA from Pixabay 

– Build a seamless user experience by allowing users to build personalized account pages and profiles

– Create cross-functional teams across channels

– Integrate with legacy third-party apps

– Optimize workflow & collaboration with built-in integrations

– Unlock greater visibility to support customers with automated marketing campaigns

– Add a human touch by leveraging hubspot.ai to connect different platforms and products to your overall strategy

How Does Data Analysis Impact Salespeople?

If we imagine how modern organizations function, we would surely be surprised to realize the extent to which data can affect it! Maybe not the big picture of how business works but the actual conversations happening inside the office, and it definitely changes the dynamics of how sales teams operate. Here are a few key metrics that will show you the importance of data analytics in accounting:

Accounting Automation Tools & Resources — Help you automate repetitive tasks and eliminate manual processes. We often face multiple meetings in an evening with only two things available at the moment — excel spreadsheets and basic Excel knowledge. Now you can leverage Einstein Analytics HubSpot HubSpot Analytics to integrate your own account page directly into Google Docs, Microsoft Office365, and other popular collaboration applications. If someone just wants to sign up to LinkedIn or other social networks, you can add his profile to theirs as well. After signing up, your job profile will automatically appear automatically when he opens his browser. This is extremely useful for self-service portals and other internal portals of accounts. Also, the new HubSpot Einstein Analytics integrates with a vast list of CRM solutions including Salesforce, Apple, Yahoo etc.

— Help you automate repetitive tasks and eliminate manual processes. We often face multiple meetings in an evening with only two things available at the moment — excel spreadsheets and basic Excel knowledge. Now you can leverage Einstein Analytics HubSpot HubSpot Analytics to integrate your own account page directly into Google Docs, Microsoft Office365, and other popular collaboration applications. Once someone just wants to sign up to LinkedIn or other social networks, you can add his profile to theirs as well. After signing up, your job profile will automatically appear automatically when he opens his browser. This is extremely useful for self-service portals and other internal portals of accounts. Also, the new HubSpot Einstein Analytics integrates with a vast list of CRM solutions including Salesforce, Apple, Yahoo etc. Engagement Tracking Technology — As the name suggests, this technology tracks engagement levels to detect whether your email campaigns are open enough to trigger emails at regular intervals. This means you can monitor the performance of those emails which were opened but not answered yet. So as you keep monitoring these emails, the system learns what should be done so in future you don't need to think about doing more campaigns than necessary.

— As the name suggests, this technology tracks engagement levels to detect whether your email campaigns are open enough to trigger emails at regular intervals. This means you can monitor the performance of those emails which were opened but not answered yet. So as you keep monitoring those emails, the system learns what should be done so in future you don't need to think about doing more campaigns than necessary. Messaging Platforms Integration (SMS) - A major benefit of using HubSpot, HubSpot Hub, is access to a wide range of messaging technologies. One of the biggest benefits for accounting professionals is that with the HubSpot Enterprise Suite, data scientists can track conversations to send out personalized messages based upon your activity level, past interactions, and previous results. HubSpot Hub also includes integrated APIs for accessing email management, lead scoring, and SMS notifications. Your contacts can be notified of your latest communication within an area of interest.

— A major benefit of using HubSpot, HubSpot Hub, is access to a wide range of messaging technologies. One of the biggest benefits for accounting professionals is that with the HubSpot Enterprise Suite, data scientists can track conversations to send out personalized messages based upon your activity level, past interactions, and previous results. HubSpot Hub also includes integrated APIs for accessing email management, lead scoring, and SMS notifications. Your contacts can be notified of your latest communication within an area of interest. Lead Scoring / Candidate Engagement Management — At times we have found a candidate who was successful with their interview process but failed to find the right fit in the company. However, in order to assess whether a candidate fits in our culture, we need to track the activities the candidate did during their day, such as calls, emails, and meetings. And one of the fastest ways to do it is through Lead Scoring.

— At times we have found a candidate who was successful with their interview process but failed to find the right fit in the company. However, in order to assess whether a candidate fits in our culture, we need to track the activities the candidate did during their day, such as calls, emails, and meetings. And one of the fastest ways to do it is through Lead Scoring. Contact Tracing/Contact Screening Technologies — Even though most companies have dedicated contact centers and call centers, the majority of them still rely on pen and paper for this job. But if you ask any professional, they will tell you that it used to take weeks to get hold of one phone. Thanks to mobile device usage, this has changed and business owners can easily locate the company representative. Nowadays the entire world is flooded with smartphones of all kinds, most of them offering full remote support with voice and video calls. This makes it so simple to reach out to them anytime anywhere and interact with their representatives. Call centres like HubSpot Hub and others are constantly tracking the location of their agents in real time and helping them connect via text or chat.

— Even though most companies have dedicated contact centers and call centers, the majority of them still rely on pen and paper for this job. But if you ask any professional, they will tell you that it used to take weeks to get hold of one phone. Thanks to mobile device usage, this has changed and business owners can easily locate the company representative. Today the entire world is flooded with smartphones of all kinds, most of them offering full remote support with voice and video calls. This makes it so simple to reach out to them anytime and interact with their representatives. Contact Tracing / Contact Screening Technologies — While mobile devices may have

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