Data quality is the fuel of CRM. We handle the dirty work of cleaning, de-duplicating, and migrating your legacy data. Once live, we build operational dashboards and executive reports that highlight pipeline health, conversion rates, and KPIs.
CRM Data Migration
Execute secure, validated migrations from legacy systems, ensuring data is profiled, cleansed, and mapped correctly to the new CRM schema.
Learn MoreData Quality & Governance
Implement duplicate detection and validation rules to maintain hygiene, establishing ownership models to keep data trustworthy over time.
Learn MoreCRM Reporting & Analytics
Visualize performance with interactive dashboards that track pipelines, SLAs, and customer segments, empowering data-driven decision making.
Learn More
CRM Data Migration
We protect your history. Moving data is high-risk. We use proven ETL methodologies to extract, clean, and load your legacy data. We perform dry runs and validation checks to ensure that when you go live, your history is accurate.
- Extraction and profiling of legacy data (spreadsheets, old CRMs)
- Cleansing, deduplication and normalisation
- Mapping and transformation for new CRM schema
- Test migrations, cutover plans and validation
Data Quality & Governance
We stop the rot. Bad data ruins user trust. We implement validation rules and duplicate detection logic that prevents bad data from entering the system. We help you define stewardship roles to maintain quality long after go-live.
- Duplicate detection rules and merging processes
- Validation rules and mandatory fields
- Ownership and stewardship for key data sets
- Regular data quality reporting
Data Quality & Governance
We stop the rot. Bad data ruins user trust. We implement validation rules and duplicate detection logic that prevents bad data from entering the system. We help you define stewardship roles to maintain quality long after go-live.
- Duplicate detection rules and merging processes
- Validation rules and mandatory fields
- Ownership and stewardship for key data sets
- Regular data quality reporting
CRM Reporting & Analytics
We illuminate the business. A CRM contains answers, not just records. We build Power BI dashboards and operational reports that give management real-time visibility into sales forecasts, service performance, and marketing ROI.
- Operational dashboards (pipeline, conversion, SLAs, activities)
- Management/board-level reports and KPIs
- Self-service analytics via Power BI / other BI tools
- Customer segmentation for marketing and sales targeting
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