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Solutions

A detailed look at our pre-built components to help you get the most value out of your analytics and AI investments.

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Tableau

Advanced Whitespace

Find whitespace not just based on “sold” or “not sold”, but based on active deals in the pipeline as well.

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Tableau

Account Analysis

Compare a selected account with other accounts in the same industry across various criteria.

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Tableau

Opportunity 360 Dashboard

View opportunity data such as assets, revenue, days until close, products, and competitors at a glance

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Tableau / CRM Analytics

CRMA & Tableau: Better Together with CRMA Parameters

Use parameters in CRM Analytics to filter your Tableau dashboards/views.

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Real Results for Financial Services

We help financial firms deepen client relationships, ensure compliance, and unlock sustainable growth across the entire lifecycle.

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Real Results for Technology & Software

We help businesses in high tech streamline the lead-to-cash lifecycle, reduce churn, and drive predictable revenue in an ever-evolving digital landscape.

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Real Results for Healthcare & Life Sciences

We help medtech companies bridge the gap between complex data and personalized experiences—without compromising on compliance.

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Real Results for Manufacturing

We help manufacturing leaders unify disparate data, streamline the quote-to-cash lifecycle, and deliver service experiences that build long-term customer loyalty across the global supply chain.

Read Customer Stories

Real Results for Financial Services

We help financial firms deepen client relationships, ensure compliance, and unlock sustainable growth across the entire lifecycle.

Read Customer Stories

Financial Services

Real Results for Technology & Software

We help businesses in high tech streamline the lead-to-cash lifecycle, reduce churn, and drive predictable revenue in an ever-evolving digital landscape.

Read Customer Stories

Technology & Software

Real Results for Healthcare & Life Sciences

We help medtech companies bridge the gap between complex data and personalized experiences—without compromising on compliance.

Read Customer Stories

Healthcare & Life Sciences

Real Results for Manufacturing

We help manufacturing leaders unify disparate data, streamline the quote-to-cash lifecycle, and deliver service experiences that build long-term customer loyalty across the global supply chain.

Read Customer Stories

Manufacturing

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