Services

Services

CRM


CRM Administration

Efficient management of your Customer Relationship Management (CRM) system is essential for business success. My CRM Administration service ensures your platform is optimized to meet your unique needs. This includes managing user accounts, maintaining data integrity, customizing dashboards, configuring workflows, and providing regular updates and troubleshooting. With a focus on maximizing your CRM's efficiency, we ensure it remains a valuable tool for streamlining operations and enhancing customer engagement.


CRM Implementation

Whether you're adopting a CRM for the first time or transitioning to a new system, our CRM Implementation service offers seamless setup and integration. I work closely with your team to understand your processes, customize the CRM to fit your requirements, and ensure smooth data migration. Training and support are provided to help your team effectively adopt the system, ensuring it becomes a powerful asset for driving sales, managing leads, and fostering customer relationships.





SALES REPORTING & DASHBOARDS


Empower Your Sales Team with Actionable Insights

I provide comprehensive Sales Reporting, Dashboard Design, and KPI tracking services to help you make data-driven decisions and achieve your business goals.


Sales Reporting 

Gain clarity and transparency with detailed reports tailored to your needs. From tracking individual sales performance to analyzing company-wide trends, my reporting solutions deliver the insights you need to identify opportunities, address challenges, and stay ahead of the competition.


Custom Dashboards 

I design intuitive and visually compelling dashboards that provide a real-time overview of your key sales metrics. These dashboards are tailored to your priorities, offering easy access to the data that matters most—whether it's pipeline health, conversion rates, or revenue growth.


With these services, you'll turn raw data into actionable insights, empowering your team to perform at its best and drive measurable business outcomes.

SALES ENABLEMENT


Empower Your Sales Team with the Right Tools and Best Practices

Sales Enablement services focuses on leveraging technology and proven strategies to enhance your sales team's efficiency and effectiveness.


Best Practices and Processes

We work with your team to develop and implement industry best practices, ensuring consistency and efficiency in your sales processes. This includes optimizing lead management, improving communication strategies, and establishing repeatable workflows for success.


Data-Driven Insights 

By leveraging technology, we help your team gain actionable insights from sales data, allowing them to make informed decisions and prioritize efforts where they matter most.


Training on Tools and Techniques

We provide hands-on training to ensure your team is proficient in using sales technology and adopting best practices, enabling them to work smarter and close deals faster.


With Sales Enablement services, your team will have the tools and knowledge they need to drive results, foster collaboration, and achieve sustained success in today’s competitive landscape.

EXCEL, GOOGLE SHEETS, & MORE


If your sales team is already dialed in, we offer a host of other non sales solutions aimed at getting your organization operating more efficiently. Whether it's Finance, Marketing, or anything in between, let our data driven experts help you. Below are just some of the platforms and focus areas that we specialize in.


Automation Solutions

Automate repetitive tasks like data entry, formatting, and reporting, reducing manual effort and the potential for errors.


Data Integration

Seamlessly connect Excel with other platforms and software for real-time data updates and synchronization.


Tailored Excel Templates

Create templates for budgeting, forecasting, project tracking, and more.


Insights at a Glance

Transform raw data into insightful dashboards and visualizations that drive decision-making.

Power Query

Streamline data extraction, transformation, and loading (ETL) processes from multiple sources into Excel for clean and ready-to-use datasets.


Power Pivot

Manage and analyze large datasets efficiently, create data models, and build relationships between tables for advanced insights.


Power BI Integration

Extend Excel’s capabilities to create interactive dashboards and shareable reports, enhancing collaboration and decision-making.


Advanced Data Modeling

Combine Power Query and Power Pivot for robust data preparation and modeling.

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