CRM Analytics Quick Start Package

Completion Timeline: Approximately 4 Weeks
Call +1 516 637 2191 or email 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

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

CRM Analytics Dashboard and Report Widgets

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

Desktop, Mobile, and Tablet Layouts

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

CRM Analytics Training

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

Ready to get started? We can help.