CRM Analytics Quick Start Package
Approximately 4 Weeks
Call (800) 951-7651 or email email@example.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.
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.
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