Data & Analytics

We bring together data from Salesforce, your ERP and other systems; with clearly defined KPIs and easy-to-read dashboards, management and teams make decisions looking at the same numbers.

Analytics Platforms

We build and roll out dashboards and reports on the platform that fits your needs:

What We Do

  • KPI and metric definitions

    We define the indicators to track for sales, service and operations, and how they are calculated, together with your business units.

  • Data connections and modelling

    We bring data from Salesforce, your ERP and other sources together in a consistent structure that is ready for reporting.

  • Salesforce reports and dashboards

    For the teams running day-to-day work, we build reports and dashboards inside Salesforce, on the same screen as the records.

  • Data quality

    We clean up duplicate, incomplete and inconsistent records and put rules and checks in place so the data stays right.

In most companies data is not missing, it is scattered. Sales figures live in the CRM, invoices in the ERP, targets in Excel files, and everyone in the same meeting talks about a different number.

In data and analytics projects we first agree on the questions management needs answered and how each indicator is calculated. Then we connect the data at its sources and build dashboards on Tableau and Salesforce for every level, from management to field teams.

To keep the dashboards in use after go-live, we train users and keep improving the indicators and dashboards together as your needs change.

Other Services

All Services