CRMA

Written By Mat

Salesforce CRM Analytcs

At newlens, we help you unlock the full power of Salesforce CRM Analytics (CRMA) delivering deeper insight, smarter decisions, and automated reporting you can trust.

From messy CRM data to meaningful dashboards, we help you design and deliver strategic dashboards that integrate key data points, automate updates, and make insight available when and where you need it.

Whether you're struggling with unreliable reports, KPI confusion, or dashboard overload, we help you streamline your analytics environment and build a single source of truth.

How It Works

Every engagement is tailored to your business — but it typically follows three phases:

1. Discovery & Planning

We begin with a collaborative review of your current CRM reporting setup and priorities:

  • What metrics and KPIs matter most to your business?

  • Who are the dashboard users, and what do they need?

  • Where does your data live — CRM, external systems, spreadsheets?

  • What's working today — and what isn't?

2. Dashboard Design & Automation

Using Salesforce CRM Analytics and your data sources, we:

  • Design streamlined, user-focused dashboards

  • Integrate CRM and external data (e.g. finance, operations)

  • Automate data refresh schedules for always-on insights

  • Build role-specific views and mobile-friendly access

  • Test and validate each dashboard for accuracy and speed

3. Delivery & Enablement

We don’t just hand over dashboards — we ensure they get used.

  • Create KPI definitions and documentation

  • Deliver team training and usage guidance

  • Provide admin guides for future updates and scaling

  • Optional follow-up and maintenance support

What’s Included (example package)

Typical deliverables might include:

  • Initial scoping workshop (remote or in-person)

  • CRM and data review

  • Dashboard wireframes and UX design

  • Development of Salesforce CRM Analytics dashboards

  • Integrated data automation pipelines

  • KPI definition documents

  • Team training session

  • Ongoing support options available

Who It’s For

This service is ideal for:

  • Commercial teams needing account-level visibility

  • Sales leaders managing targets, pipelines, and performance

  • CRM or BI owners looking to clean up and optimise dashboards

  • Businesses with underused or overcomplicated CRMA setups

Pricing

Every project is scoped individually based on your current setup and needs.

Initial discovery calls are free — and you’ll receive a clear proposal before any work begins.

Book a free discovery call to explore how Salesforce CRM Analytics can support your goals.
We’ll help you decide if this service is the right fit

Mat https://newlens.uk
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