How We Help Technology & Data

Great sales and marketing decisions aren’t possible without great data. Read below to learn more how we help clients clear the path to purchase with migrations, reporting, integrations and custom development.

Software Migration

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Drastically Reducing the Pain of Changing Software

When your business needs change you shouldn’t be stuck with your current software options.  It can be scary to migrate your data, so we help mitigate the pain of switching systems.  We have helped dozens and dozens of companies successfully move their data, build our their new reporting and even train them on best practices.  Our vast experience in sales and marketing data migrations has helped clients move their data to and from systems like Hubspot, Salesforce, Pardot, Marketo, Eloqua, Quickbooks, Dynamics, Infusionsoft, Sage, PipeDrive and many, many more. 

Custom Software

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When Off the Shelf Won’t Work

Companies are faced with the decision of building versus buying a system to help organize or operationalize their data.  Each situation is different, but we help clients evaluate if building a custom solution will solve their individual problem and is worth the expense.   If the decision for custom work is needed, we can create software to fit your technical requirements (i.e. – we don’t dictate a project be Microsoft or open source).


How We Help Data

Avoiding Data Silos Drives Clarity

Since we are all swimming in data, most have been driven to massaging data in spreadsheets from different systems in search of what’s working.  By integrating silos of data to your primary (or just larger) data set allows you to avoid the pain of Excel exports.  Once your systems are talking, your reporting becomes easier and you make smarter decisions.  We have built integrations with almost every major CRM, marketing automation platform and numerous esoteric, industry software systems.

API Development

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When Data Must Connect to More than One System

As software moved out of on-premise data centers and into the cloud, connecting data sets became increasingly easier.  However, many systems do not have established, much less well-documented API connections to better leverage your data.  Since data silos hurt your decision making (see above) , we help clients develop APIs to ensure data is syncing, posting and ultimately being reported on to help the business.  This has become so valuable, we are building APIs almost weekly for our clients.

Reporting Dashboards

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Shared Reporting Boosts Team Collaboration

Disparate reporting is found in every organization and unintentionally divides employees (and executives) into those who know what’s happening and those who don’t. By creating a reporting dashboard, you avoid losing the insights buried in individual or department folders.  Every time, we’ve built a dashboard, the collaboration of managers and the larger organization markedly improves.

Ad-hoc Reporting

How We Help Data

Clean Up Isolated Data Challenges

Outside of sharing reporting in a dashboard, most companies encounter many isolated data challenges that need ad-hoc reporting.  You likely don’t need more data to review, but you will likely run across situations that require technical help to build specific reporting.  Once the data is organized into a clean report, we suggest you incorporate it into a larger dashboard or schedule email dissemination on a periodic basis.