Use CRM Dashboards and Analytics for real time tracking of the business plan 

We work with you to develop the most relevant real time CRM dashboards for sales and marketing. Check out this link for a quick demo of the power of Salesforce Dashboards and Reporting

Leverage AI enhanced analytics of customer data using CRM Analytics or Tableau

Use your existing data to focus the business plan

We have helped many boutique clients who are deep Excel experts analyze, transform and load their data into CRM analytics tools. The goal is to leverage what you have to provide data-centric direction.

 

End Goal

The end goal is to grow sales and ROI by building brand loyalty and increasing the number of qualified leads. Quality will improve by leveraging precise marketing automation built with knowledge learned through data analysis.

We have over a decade of experience loading data into Salesforce.com® or other CRM tools.  Successful data flow helps implement the takeaways from analysis and naturally synchronizes sales and marketing.

Let us help lift your business plan with tangible next steps in customer relationship management (CRM) and marketing automation.