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A CRM system holds a wealth of untapped data regarding existing and potential customers. This data forms the foundation for sales, marketing, service, and strategic decisions. In practice, however, CRM data is often incomplete, inconsistent, or siloed from other enterprise systems (e.g., Salesforce, HubSpot, SAP C/4HANA).
A modern data analytics infrastructure enables the preparation and integration of data from various sources to deliver a comprehensive Customer 360° view.
Interactive dashboards provide target-group-specific reports in real time. This generates significant efficiency gains: targeted analyses are possible in just a few clicks, providing valuable insights into customer behavior and transparent visibility into sales and marketing activities.
We are an official Microsoft Data & AI Solutions Partner
As part of the Microsoft product ecosystem, Power BI as a leading business intelligence solution can be seamlessly integrated into your existing Microsoft environment. Interactive reports can be shared flexibly via Teams, SharePoint, PowerPoint, etc., while existing workflows remain unchanged.
Analysis of the existing infrastructure, prerequisites, and requirements.
Analysis of data sources and integration possibilities.
Definition of the displayed data and its presentation, as well as the design concept.
Creation of the designed reports with varying access permissions, as needed.
Introduction to the functionalities for consuming the reports, and training of key users in developing and customizing reports.
Feedback loop for adjusting the developed reports
How is your sales team performing? Which campaigns generate the highest ROI? With Power BI dashboards, we create transparency across your CRM data—from lead development and deal pipelines to customer behavior and retention.
We automate the connection of relevant data sources, prepare the data, and visualize it in intuitive reports. This enables data-driven decisions at all levels.
Typical questions:
Missing data, inaccurate data, or disparate data formats are just a few examples that distort analytics results and render reports useless. We support you in establishing a high-quality data foundation (Golden Record). To achieve this, we apply a series of rigorous data quality checks to cleanse, standardize, validate, and enrich your CRM data.
An integrated data infrastructure enables the automation and efficient scaling of relevant CRM processes – from lead scoring and follow-up actions to alerts for critical KPIs. We help you build an infrastructure that consolidates data streams across your CRM, webshop, and marketing platforms. This empowers you with event- or threshold-based alerting (e.g., using MS Fabric Data Activator) and workflow automation, allowing you to launch personalized campaigns directly from your analytics.
With a comprehensive and high-quality data foundation, modern AI algorithms can also be applied to analyze data more precisely. This takes companies to a new level of data-driven decision-making.
Possible use cases:
Most CRMs already contain basic information about companies and contacts. This allows you to contact customers and stay informed about previous interactions.
By enriching master data with external information—such as socio-economic or location data—you gain a comprehensive view of your target groups. This refines your segments, increases the relevance of your marketing activities, and identifies cross- and upselling opportunities early.
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3011 Bern
Badenerstrasse 120
8004 Zürich
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