Every team runs into the same thing. Its numbers live in several systems and get defined three different ways. Here are the questions we help each team answer, the systems we connect, and what we build. The questions are examples, not client work.
“Which campaigns bring customers who buy, not just leads, and what does each customer really cost?”
We connectAd platforms, email, web analytics, direct mail response codes, and the CRM.
“Which deals will close this quarter, and where do the rest stall?”
We connectThe CRM, call and email activity, quotes, and billing.
“Why do marketing, sales and finance each report a different revenue number?”
We connectThe CRM, marketing automation, billing, and the general ledger, mapped to one set of definitions.
“Which accounts are about to churn, and which are ready to expand?”
We connectBilling, product usage, support tickets, and the CRM.
“Which sources produce hires who are still here and performing a year later?”
We connectYour ATS, job board and agency spend, the HRIS, and performance reviews.
“Which teams are losing people, and what do the people who leave have in common?”
We connectThe HRIS, payroll, engagement surveys, and performance reviews, with access controls built in.
“Which customers and products make money after every cost, and how will the month land before close?”
We connectAccounting or ERP, billing, payroll, and the CRM.
“Where does work back up, and what does each delay cost?”
We connectProject, ticketing, scheduling or inventory systems, and accounting.
“Which features do customers who renew use in their first 30 days, and which accounts have stopped using them?”
We connectProduct events, your app database, billing, and the CRM.
“Are we on plan, and if not, is it volume, price or cost?”
We connectFinance, sales, people and operating data, rolled up into one set of company KPIs.
If your team runs on numbers, the approach works. Tell us what you’re dealing with.
