SENIOR-LED
Assessment and solution design
A single trusted view of the customer
The problems CRM Analytics & Reporting exists to solve
Customer information fragmented across disconnected systems
Pipeline and service reporting that leadership does not trust
Enterprise platforms that do not talk to each other
Historical compliance exposure in payroll or entitlements
30 minutes · a senior architect, not a salesperson
WHAT IT IS
What is CRM Analytics & Reporting?
Customer 360, pipeline, service and marketing analytics built on CRM data with executive reporting.
Scoped against your data, not a template
Get a free
discovery sprint
Before you commit, we help you confirm the use case, check data readiness, define the KPI, and map what CRM Analytics & Reporting could deliver for your organisation.
For a limited number of teams each quarter, we run the full sprint free of charge.
Claim a free sprintTrusted by data leaders
across industries
LIMITED SLOTS AVAILABLE17 of 25 free sprints filled8 remaining
- DiscoverUnderstand your challenges and opportunities
- AssessEvaluate data readiness and current state
- DefineDefine KPIs, scope and success metrics
- Deliver valuePrototype, validate and deliver quick wins
- No commitmentExplore the value, risk-free.
- Focused outcomesWe define impact, KPIs and success.
- Fast & collaborativeDelivered by experts, built for your team.
How CRM Analytics & Reporting runs
01
Confirm objectives, stakeholders, constraints and success measures
Review current systems, data, controls and delivery readiness
Prepare the target design, backlog, governance and implementation plan
Test the priority requirements through a prototype, pilot or controlled design review
Configure, integrate, test and deploy the approved solution
Train users, transfer knowledge and establish operating procedures
Monitor adoption, performance, cost, quality and improvement opportunities
7 stages · senior-led · first value inside 30 days
What we bring to CRM Analytics & Reporting
- 01Salesforce, MuleSoft, ServiceNow and AWS implementation experience
- 02Customer 360 and pipeline analytics
- 03Payroll data assessment, award analysis and remediation calculation
- 04API-led integration architecture
- 05Managed support after implementation
Tell us the outcome you want, we will tell you what it takes
BENEFITS
What you get, and what follows
A complete CRM Analytics & Reporting foundation that drives clarity, control and confidence across your organisation.
DELIVERABLESEverything we deliver to build a strong, governed CRM Analytics & Reporting capability.
- Assessment and solution design
- Configuration, customisation and workflow implementation
- Data migration and reconciliation
- Integration with connected systems
- Analytics and reporting layer
- Training, support and optimisation
BUSINESS OUTCOMESThe outcomes you achieve, and the impact that follows.
- A single trusted view of the customer
- Reporting leadership acts on
- Systems that exchange data reliably
- Compliance exposure quantified and remediated
- A platform that supports automation and AI
- No obligationYou keep the written summary either way
- Tailored to youFocused on your data, priorities and goals
- Expert-ledDelivered by specialists with real-world experience
INVESTMENT & DELIVERYHow we engage on
How we engage on
CRM Analytics & Reporting
A proven delivery approach that is transparent, flexible and built to deliver lasting value.
DELIVERY MODELFixed price or milestone basedDelivered by a senior-led Australian team across 7 stages, from discovery through to optimisation.
WHO THIS IS FOR
- Banks, insurers, superannuation funds and professional-services firms
- Retail, property and logistics operators
- Large enterprises and mid-market organisations undergoing modernisation
- Construction, engineering and infrastructure contractors
- Clear from the startScope, timeline and price confirmed up front
- No surprisesTransparent approach at every stage
- Senior-led deliveryExperienced team focused on your outcomes
OUR CUSTOMERS
What our customers say
Real feedback from the organisations we build with — what changed, in their words.
All customer stories
Reconciliation that took our team nine days now closes in three — with a full audit trail on every match. It changed how the board sees AI.
Site teams stopped digging through folders. They ask the assistant, they get the clause with a citation, and they move on.
The anomaly models flag outliers the week they appear, not at quarter-end. We stopped two overruns before they hit the P&L.
Our partnerships with
industry leaders
MicrosoftSolutions Partner
Google CloudPartner
PARTNER
partnernetwork
Scope CRM Analytics & Reporting
in one call
Thirty minutes with a senior architect, not a salesperson. You leave with a candid read on where CRM Analytics & Reporting fits, what it would take, and a written summary you keep — whether or not we work together.
- NSW GovernmentICT Services Scheme
- ICN GatewayPremium Member
- ISO 27001Certification in progress
- 30 minutesFocused expert session
- Clear next stepsA practical plan for your organisation
- No obligationYou decide what's right for you