CRM Analytics Quick Start Package

Completion Timeline: Approximately 4 Weeks
Call +1 516 637 2191 or email support@thecloudfountain.com 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.

We’ll configure CRM Analytics Dataset, in consultation with our analytics team, and configure any lenses or queries.

We’ll create two dashboards and up to five report widgets, customized to your business metrics

We’ll configure the desktop, mobile, and tablet layouts for an optimized experience both at your desk and on the go.

We’ll provide one hour of training on how to create and configure CRM Analytics, including report widgets and dashboards.

From start-ups to Fortune 500s, we help businesses of all sizes get the most out of their Salesforce experience.