CRM Analytics Quick start package

CRM Analytics Quick start package



Completion Timeline:
Approximately 1 Week

Call +1 (289) 937-1775 or
for more information.


Project Kickoff and Business Process Reviews

  • We’ll kick off the project and discuss your goals with CRM Analytics as well as what metrics, reports, and dashboards are desired.

Dataset and Lens Development

  • Our Analytics Team will collaborate with you to configure CRM Analytics Dataset and Develop Custom Lenses and queries for In-Depth Insights!

CRM Analytics Dashboard and Report Widgets

  • Actionable Insights at Your Fingertips – We will build four Customized Dashboards and up to Six Tailored Report Widgets, aligned with your Business Metrics!


  • We’ll provide one hour of training on how to create and configure CRM Analytics.