CRM Analytics (CRMA) Implementation

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.