CRM Analytics

Enrich your customer insights with Power BI

marketing staff analysing CRM analytics

Your Trusted Microsoft Solutions Partner

Microsoft certificates

Are you getting the insights you need from your CRM?

Your CRM system should help you understand your customers, streamline your processes, and improve your bottom line. Unfortunately, it’s not always that simple. Restrictive inbuilt reporting tools make custom solutions a necessity if you want to compare CRM data with external insights on sales, marketing, and finance. You need a system that provides a complete view of your customer. Power BI can deliver just that, whether you’re using Microsoft Dynamics 365 or any of the other leading tools.

Trusted by Hundreds to Solve their Data Woes

Gain a 360° view of your customers

Customised dashboards

Whatever CRM you use, we can integrate Power BI so you can more easily make informed decisions that improve sales and profitability.

In-depth reporting

Drill down on the metrics that matter most to your business with in-depth reports by region, sales team, service, and more.

Big-picture insights

Discover how marketing, sales and operations feed into your customer service with cross-silo data visualisations.

Increased lead conversion

Improve forecasting and conversion rates with trend detection and real-time insights on KPIs.

Client Success Stories

Thought Leadership in Action

Our expert consultants have been spotlighted on global stages, showcasing their thought leadership in the data industry.
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Power BI Dashboard preview of CRM report

CRM Report

All your insights in one intuitive dashboard.

View your pipeline in real-time, including opportunities, product performance, top accounts and revenue, all filterable by location, year, account, and sales agent.

You've Got Questions,
We've Got Answers

If transforming data into actionable insights is your goal, our cutting-edge data solutions are designed to facilitate just that.

Sifting through vast amounts of data can be daunting. Our expertise lies in distilling the data to reveal what is essential for informed business decisions. We place a high value on data quality, as it is critical to the integrity of your insights. To this end, we implement rigorous data cleansing and quality control measures.

Additionally, we understand the complexities that arise from integration challenges. Our ETL (Extract, Transform, Load) processes are crafted to unify your data sources effectively, ensuring a harmonious and streamlined data environment.

Tackling Power BI complexities is part of our forte. We handle the intricacies of analytics and reporting, simplifying the process for clarity. We also provide training to enhance your team’s competencies.

Choose to collaborate with us, and you’ll not only conserve valuable time but also bolster your decision-making with sound, well-managed data. This strategic advantage is pivotal for elevating business performance and staying ahead in your industry.

Opting for our data solutions represents a strategic investment, as they are proven to significantly expedite the journey to insights. Imagine having access to real-time dashboards and automated reports, with all your data seamlessly integrated, facilitating efficient analysis and decision-making processes.

But the benefits extend beyond just time-saving. We’re talking about substantial cost reductions as well. Our scalable solutions are designed to adapt to your business’s growth, allowing for a flexible ‘pay-as-you-grow’ model. Furthermore, our comprehensive consulting and mentoring packages have been instrumental in delivering cost savings to our clients.

In essence, our focus is on delivering exceptional value for your investment, ensuring that both your time and finances are leveraged to their fullest potential.

The cost of data solutions can vary significantly based on several critical factors. The complexity of your existing infrastructure is a primary determinant—more sophisticated requirements usually incur higher expenses. Additionally, the scale of the operation can greatly influence the overall investment required.

Customization levels are also a crucial consideration; standard solutions are generally more cost-effective, whereas bespoke systems can lead to increased costs. The choice of technology, including software and cloud services, impacts the financial outlay, as does the necessity for ongoing support and staff training.

Moreover, the volume of data being processed and the number of users accessing the system will affect the cost.

In practice, we steer clear of a one-size-fits-all approach when it comes to pricing. Our strategy is to meticulously customize each data solution, taking into account the unique nuances and specific needs of your business. This ensures that the service you receive is precisely aligned with your operational requirements and goals.

At Dear Watson, our numbers speak volumes about our standing as a premier data consulting firm:

  • Over $10 million in client cost savings.
  • Thousands of hours saved in client data projects.
  • Over 203 successful data projects delivered and counting.
  • Our data solutions are battle-tested across 17+ industries.
  • Over 173 years of collective consulting experience.
  • Invited to over 10 global thought leadership platforms.

 

Each statistic underscores our commitment to excellence and the tangible value we deliver in the realm of data consulting.

We have run ultra-successful data projects for all sizes of companies across over 17 industries. This extensive experience gives us the confidence to say that virtually any company can reap substantial rewards from implementing data solutions.

Indeed, we are a certified Microsoft Solutions Partner for Data & AI (Azure). This partnership grants us privileged access to premier support channels, early releases of new tools, and cutting-edge technologies, all of which empower us to drive our clients’ success.

Our clients have seen impressive results in as little as 10 days, specifically with report generation. This swift turnaround is a testament to our streamlined processes, rapid delivery cycles, and the diverse expertise of our team, proficient in various data specializations.

We maintain a strict in-house policy regarding our work. Our dedicated team of seasoned Power BI Specialists boasts decades of collective industry experience, ensuring expertise and quality control remain within our local operations.

We adhere to a strict in-house policy for our projects. Our dedicated team of Power BI Specialists, each with specific skillsets and qualifications in diverse business areas, brings decades of collective industry experience. This not only ensures expert project management but also guarantees that expertise and quality control are integral to our local operations.

Power BI Report Development Checklist

If you’re struggling to create impactful Power BI reports or you don’t have a set of guidelines when starting a new project, then you could benefit from using our Power BI Report Development Checklist. It covers many aspects of starting a new Power BI reporting project and should be applicable in most cases.