Gain Complete Clarity. Understand The Important Numbers In Your Business.

Understand your sales pipeline. Understand your conversions. How are your sales team performing this quarter? How well are they following up on opportunities and outstanding quotes?

Book your free consultation now

CRM Reports

Streamline your business by understanding your numbers using precise sales reports and dashboards. Real-time data insights give you the ability to make educated decisions for efficiency and profit growth.

We can create standard reports and dashboards out of the box or design custom reports for specific requirements focusing on the KPIs that matter to you.

KPI Design

Helping you to determine the KPIs of relevance in your sales and marketing processes is part of our service. Once identified, we’ll help you develop reports and dashboards that accurately give you up to the minute data with a click of a mouse.

Dashboard Design

Visual dashboards provide you with an instant summary of your results on one page. All the key metrics to track your businesses efficiency at your fingertips. Sales numbers, sales calls, new leads, individual team members performance, marketing ROI.

Say goodbye to wading through spreadsheets or raw data searching for your current numbers.You’ll be ready for that early morning sales meeting with the crucial numbers at your fingertips.

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Sales Intelligence

Would you like even more powerful and customised reporting systems for your business? Introducing our Sales Intelligence service. Using market-leading Business Intelligence tools, we’ll analyse your numbers in minute detail to generate highly customised reports and dashboards that precisely meet your needs.

You’ll gain insights that allow you to make the right decisions at the right time. Insights that will put you ahead of your competition, so you can capitalise on market opportunities and grow your net profit.

Discover how our Sales Intelligence service will help your business today.

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Recent Case studies

Right Angle Events

We implemented a new CRM system that connects seamlessly with Right Angle Events' website enquiry form.

"It’s been a pleasure to work with Peter – it feels like he’s part of our team, just an external piece to us."

Business Operations Manager at Right Angle Events

A Hand to Help

See how we’ve helped Aussie businesses like yours, save time, work smarter, and close more sales.

“What we most enjoyed - Problem solving and learning and implementing new systems. Seeing process improvements come to life... The solution took into account the nuances of our business and our people centric ethos. I felt that Peter took the time and effort to understand our business to ensure the solution implemented was robust and sustainable.”

Philip Kennedy

Business Manager & Chief Encouragement Officer (CEO) | A Hand to Help