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CRM Analytics (CRMA) Implementation

By Supersonic Solutions, LLC

Turn your Salesforce data into strategic decisions & actionable insights

Salesforce Consultants
No Ratings
Certified People
People employed by the consultant who hold Salesforce certifications that align to competencies
3
Certifications
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10

Start making data-driven decisions, and empower your business users to turn data into actionable insights with just a few clicks (ideal for companies looking to unlock data/insights for users who aren't reporting pros).

Description

Supersonic's CRM Analytics implementation transforms the data living inside your Salesforce org into intuitive, action-oriented dashboards and analytics experiences that help financial services leaders see clearly and move decisively. We start with the questions your business needs to answer — pipeline health, agent/advisor productivity, client retention, service performance — and build the data model, recipes, and dashboards that surface those answers in real time. Our CRMA implementation includes: - Analytics environment setup and data source configuration - Data model design and dataflow/recipe development - Dashboard and lens creation aligned to your key business questions - Role-based access and sharing configuration - User training and adoption support - Integration with external data sources where applicable Forty years of financial services experience means we know which metrics actually drive performance in insurance and wealth management — and how to present them in a way that benefits leaders and business users alike.

Highlights

Supersonic brings extensive CRMA experience from the client perspective to help our clients achieve optimal results. Whether it's executive dashboards, dynamic analysis of large and/or external datasets, embedded analytics, predictive AI, we've done it.

40+ years of experience in financial services, for companies large and small, public and private, helps Supersonic offer a differentiated approach that goes beyond building dashboards.

Deep knowledge of data ingestion and preparation best practices ensure optimal flow of both Salesforce and external data into your reports & dashboards. This improves timeliness and accuracy of data while building trust with end users and leadership.

Provider Details

Supersonic Solutions, LLC
Colleyville, TX, United States

Supersonic Solutions was founded to help companies unlock the potential within their tech stack. Cofounders Drew Burks (former CIO & 15+ year Salesforce vet), and Nikki Burks (experienced HR professional & tech recruiter) established Supersonic based on these core values. 1. Do what has not been done before. Companies often feel limited by technology and start creating sub-optimal business processes based on system constraints. We reverse this by starting with the best practice and building tech to support, cascade, and scale it, reducing training needs and speeding learning curves. 2. People first. The Supersonic team brings over 30+ years of Salesforce experience ranging from multiple new implementations, to ongoing innovation and continuous improvement. We don't just hire the best people, we start all engagements by getting to know our clients' people - deeply understanding their roles, limitations, and ideas. 3. Relentless Innovation. We help our clients foster a culture of innovation that doesn't stop at "go-live", allowing them to break barriers time and time again. The efficiency, cost, and morale benefits build daily as improvements (big & small) roll out!

Geographic Focus

Shows the regions where the provider operates or has done business
Countries

United States

Languages

Supported Languages

English

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