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.