Cloud Insightz

OUR SERVICES

From vision to empowered users

Cloud Insightz covers all phases of CRM Analytics


From Advisory to Implementation

  • Advisory & Guidance
  • Assist Implementation Priority
  • Adaptive Delivery
  • Training and Enablement
  • Help Sustain Benefits & Hypercare


We can support your data-driven journey in many ways:

  • Packaged services, #EnabledNow
  • Fixed Scopes
  • Time & Material
  • Consultant Subscription constellations / Monthly fee
Contact us today

We will have your business Up & Running on data in a matter of weeks!

Our #EnabledNow Packages aim at getting you Up & Running with CRM Analytics or Revenue Intelligence in a matter of weeks.

Reach out fo a Demo

Revenue Intelligence powered by AI

Run your business on insights utilizing data

Revenue Intelligence

Enablement Contents

3 Weeks

ROI Insights

3 weeks Implementation €15.000,-

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Actionable

Insights

Excellent Rep Coaching

Accurate

Forecasting

Improved
Win Ratios

Account Management

Close Deals
Faster

Pipeline
Health

  • Discovery Session and Onboarding
  • Permission and CRM Analytics Setup
  • Einstein Account Management & Dashboards
  • Pipeline Inspection & Dashboards
  • Revenue Insights & Dashboards
  • Scheduling & Data Sync
  • Demo and User Onboarding Session
  • Documentation & Handover
Contact for more info

Run your business on insights in 2 weeks

Native App
2 Weeks

  • Discovery Session. Identify & prioritize a Use Case(s)
  • Setup, Configuration and customization of a Native App
  • Dashboards. For Management and Operations
  • Actionable Insights. Support user decision making
  • Access, Security & User Management
  • Scheduling & Data Sync
  • Demo and User Onboarding Session
  • Documentation & Handover

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Tailored App

  • Include up to 6 Standard/Custom objects
  • Include 1 Dashboard with up to 10 widgets


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Tailored App
2 Weeks

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The Ripple Effect clients experience

No more exporting data to Excel


Make number-matching in meetings
a thing of the past


Free up time with your Analysts

Enablement Contents

Contact for more info

Advisory

Business Analysis

Business challenges?


  • What drives Business Value?
  • What are your Business Pain Points?
  • Business Process Analysis
  • Customer Journey Mapping
  • Data Quality Evalutation
  • Requirement Gathering
  • Cost Benefit

What is your Guiding Star?


  • Vision
  • Project Scoping and Roadmap
  • Project Planning
  • How to Realize Value
  • CRM Analytics License assistance
  • Solution Scaling
  • 2nd Opinion / Assessment
  • Salesforce Adoption

Development

Training

Standard or Custom Use Cases?


  • Utilize standard CRM Analytics features
  • Accomodate unique use cases
  • Rely on best practise
  • Ensure documentation
  • Working iteratively
  • Prototype / Proof of Concept

New to CRM Analytics?


  • CRM Analytics training modules
  • Intro Training
  • Enable Training
  • Hands-On Customized Training
  • Feature deep dive
  • Best practises
  • Sparring

See what our Customers Say

To ensure you get the most out of, and sustain the benefits of, your CRM Analytics implementation we cover several areas

We can help you


Greenfield or Brownfield, we are here to assist your CRM Analytics implementation from Advisory to Implementation, using tested frameworks to deliver our services

Services are delivered remotely out of Denmark or on-site in Denmark*

Contact Us

* Engagements with onsite presence are possible, depending on location in the Capital Region.

See previous experience
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Cloud Insightz ApS, Denmark