Streamline Daily Data Management With These Dynamics 365 Finance and Operations Features
Explore the primary features of Dynamics 365 Finance and Operations engineered to make it easier for you to manage and process data.
We worked with a digital marketing agency to develop three data dashboards to better track unit and client retention and productivity.
In an age where an immense amount of data is readily available for business consumption, it can be challenging and cumbersome to determine the information that actually matters. It’s even more difficult to house, store and showcase this data in a way that promotes ease of use and drives insights that impact business success.
Our client is a fast-growing digital marketing agency that provides personalized digital marketing strategies for local businesses. Historically, our client has enjoyed a higher-than-average customer retention rate across 10,000 diverse accounts in nearly 100 different specialty areas.
Despite their success, our client was experiencing growing pains. While partnering with more clients and employing more agents, the company amassed a wealth of data that could propel the company forward if used correctly. However, executives didn’t have an easy way to analyze business performance data quickly. To meet their growth targets, it became increasingly challenging for them to leverage all their important data effectively.
Our client needed to assemble executive data dashboards they could access across mobile and browser interfaces to house and view their data more easily and enhance their analysis capabilities. But, they needed a partner.
Our client had already teamed up with us on several other projects, and they knew our data and analytics expertise would be a perfect match for this project. They partnered with Centric Consulting to build a series of executive dashboards to track unit, client, resource retention and sales productivity.
