Data & Business Intelligence

Well-executed business intelligence helps organizations generate and answer questions through data.

This enables different departments within the company (marketing, sales, customer service, product) to make informed decisions that facilitate goal achievement.

A company’s decisions should always be based on data. From how a salesperson communicates with a user to commercial or product decisions (innovations, optimizations, etc.), there should always be data supporting those actions.


We place special emphasis on:

User Intelligence
Allows you to gather the entire history of user interactions with your company — including contact origin, interactions with brand assets, sales contact management, related objects, workflows, and more.
Marketing
Performance dashboards for marketing actions. They allow you to identify which sources generate the most business, track efforts across paid media, social media, content, email marketing, and more.
Sales
Enables analysis of the productivity of your company’s sales activities and helps monitor your sales team’s performance to optimize strategies through in-depth study of every part of the process.
Customer service
Helps identify product delivery performance by detecting issues that require immediate action.

User Intelligence

The user profile is configured to highlight the most important information for opportunity management.
We obtain data and insights that support analysis and personalized communication according to each user’s needs and interactions with the brand:

  • Contact information

  • Email interactions (opens, clicks, etc.)

  • PDF interactions (opens, time spent on each page, etc.)

  • Website interactions (pages visited, visit time, landing pages, and form submissions)

  • Ad interactions (impressions, clicks, form submissions on Facebook, etc.)

Dashboard

Marketing Dashboards

Sales Dashboards

Service (CX) Dashboards

Dashboard

Dashboards are a powerful tool that brings all the key metrics you care about into one place.
Reports are generated to gather the most relevant metrics, becoming essential to analyze performance and results so that decision-making is accurate and fast.

Marketing Dashboards

Among the marketing dashboards we can build, we highlight the following panels:

  • Attribution: Analyzes which marketing actions generate revenue for your business.

  • Lead Generation: Focuses on analyzing lead generation — volume, quality, and sources of new leads.

  • Marketing Channel Performance: Examines the key metrics of your marketing channels.

  • Marketing: Includes analysis of your website’s performance — visits, posts, contacts, etc.

  • Web Analytics: Provides data about website traffic, whether visitors are new or returning users.

  • Website Visits & Engagement: Focuses on visit quality and engagement with your site.

Sales Dashboards

This type of dashboard analyzes all parameters related to sales:

  • Sales Manager: Extremely useful for sales managers to track team performance — revenue closed per member, open vs. closed deals, and active opportunities.

  • Sales Opportunity Review: Reviews opportunities by analyzing quotas vs. goals, pipeline forecasting, completed vs. pending calls, and more.

  • Sales Rep: Analyzes monthly performance per sales representative.

  • Sales: Provides an overall summary of all the above parameters.

Service (CX) Dashboards

Among the service dashboards, we include highly useful panels such as:

  • Customer Questions Sources: Collects the sources of customer inquiries.

  • Service Team Performance: Displays the performance of your service team.

  • Service: Gathers data on ticket origins and identifies which representatives close the most cases.

  • Support Over Time: Shows how your customer support evolves over time and how much time is spent per case.

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