Business Insights

RM Analyze Connects to the Systems You Use

There’s nothing more frustrating than a data analysis tool that doesn’t collect the data you need. If you’re spending more time loading data into your platform than you are creating meaningful changes, it’s time for an upgrade.

RM Analyze connects to the data and systems that power every department. A complete picture of your company is possible and you can empower your managers to take proactive action, find efficiencies, create change and drive growth.

The following are just a small sample of the over 600 native connectors that power our platform. We also have the development support to make custom connectors and automate report delivery to fill any data collection need.

LOS, Pricing & Document Signing
Track milestones, performance, pricing, stips, signing progress and more key loan data.

• Encompass
• Lending QB
• Byte Software
• DocuSign

CRM, Social Media & Advertising Platforms
Dig into customer engagement, interactions, touch points and campaign effectiveness. Track website traffic, SEO success and advertising ROI.

• Salesforce
• Total Expert
• Surefire/Top of Mind
• Velocify
• Marketo
• HubSpot
• Google Suite, including Analytics, Ads and more
• Social Media sites like Facebook, LinkedIn, Twitter, Instagram and their associated ad platforms
• Social aggregators like Spredfast, Hearsay Social and others

Database, Storage, Collaboration & Productivity
Track file storage capacity and pull data from specific files. Analyze usage of your virtual meeting tools and pull attendance lists. Connect to your own server or large datasets as needed.

• Office 365 and Sharepoint
• Go To Meeting, Zoom and WebEx meetings
• Dropbox, Box, Google Drive
• SQL servers

Helpdesk, Ticketing & Identity Management
Set and track SLAs for helpdesk. Manage identity and log in with SSO via Okta.

• Zendesk
• ServiceNow
• Okta

Finance, Reimbursements & P&Ls
Analyze financial performance and power other datasets with results measured in $$$. Provide limited access to let managers track their teams, even if your system doesn’t allow for it natively.

• RM Plan – our other product for Budgeting & Forecasting!
• AMB
• Concur
• Quickbooks
• Adaptive Insights
• Expensify
• Loan Vision
• Anaplan

Human Resources, Recruiting & Staffing
Examine staffing trends, unify naming conventions, track performance reviews and more.

• ADP
• Workday
• Zenefits
• Bamboo HR

Custom Connectors & Hundreds of Others!
We have developed custom connectors and apps for specialty software and internal initiatives. Scoreboards, seating charts, recruiting trackers and customized goal setting apps are all examples of what we can accomplish.

Contact us to learn more about how to upgrade your data analysis tool and download our shareable connector sheet below.