CRM Analytics Quick Start Package$4,999 Completion Timeline:
Approximately 4-6 Weeks
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.