Making CRM & Business Intelligence Simple

With the right tools and processes, your organization's data and technology can improve the quality of the services you offer, make your campaigns more profitable, and highlight the value and impact of new initiatives.

For many small businesses and non-profits, managing your client data and reporting on it can be a major headache.

I've worked with many small businesses and non-profits to setup systems that capture client data, support critical processes, and make it easy to see and understand trends in their data.

I can configure Salesforce.com and Electronic Medical Records software to work with your unique processes, and capture the right client data. Using tools like Tableau, I provide self-serve dashboards that automate tedious reporting and uncover trends in your client data.

Ready to find out more?

Get in touch today, and let's find a way to take the headaches out of managing client data.