CRM Analytics Quick Start Package

$4,999 Completion Timeline:
Approximately 4-6 Weeks

Call (800) 951-7651 or email [email protected] 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.