Analytics Services
Turn your analytics into action. Create seamless experiences. Drive real growth.
Salesforce analytics services to measure real impact
Your data holds the key to a seamless customer experience—but only if you can make sense of it.
Our Salesforce analytics services are built to help you connect the dots across your systems, understand the complete customer lifecycle, and uncover what’s working (and what’s not). We help you cut through data noise and technical hurdles so you can make confident, data-informed decisions that fuel impact.
The State of Analytics
Clear analytics to take action
Salesforce analytics services that provide a straightforward view of the results, trends, and actions to take next.
Easily measure paid media performance and make data-informed adjustments to maximize ROI.
- Executive-level omnichannel performance
- Customer lifecycle reports
- Campaign ROI dashboards
- Email performance data
- Web analytics
- Paid media analysis
Get clear on the email campaigns getting the most engagement and spot trends to effectively monitor and take action on subscriber growth. [Email Performance Dashboard]
Quickly visualize what’s driving traffic to your website and pinpoint the channels resulting in conversions to amplify your reach. [Web Analytics Dashboard: Looker Studio]
Paid Media Dashboard: Marketing Cloud Intelligence (FKA. Datorama)
What We Help You Do
Build trust in your data and use it to create seamless customer experiences.
Salesforce & Marketing Data Harmonization
Eliminate data siloes to get a unified view of your data and get access to complex insights faster. Work with our team and get a complete picture of your funnel using data across all your systems.
Marketing Performance Optimization
Track marketing KPIs, evaluate ROI, and display campaign-influenced revenue to understand marketing impact. Get the marketing campaign performance insights you need.
Realize What Analytics Can Actually Do
Unlock the full functionality of your reporting solutions to access accurate, and granular data, fast. Then you can get answers to your business questions in real time.
Partners for meaningful impact
The speed, organization, and precision that Sercante has had in helping us implement Marketing Intelligence Cloud has been a big ‘wow’ to me. Every week they are prepared to push the project forward while meeting our needs and expectations, making sure our data is flowing through accurately, and providing us with the training necessary to empower our use of the platform.
Savannah Paramo
Salesforce Summit Partner
4.8/5 Customer Satisfaction Rating
Tableau Next Accredited Partner
Customer Spotlight: J.R. Simplot Company
From Data to Deals—Real ROI with Marketing Cloud Intelligence
J.R. Simplot Company partnered with Sercante to implement Marketing Cloud Intelligence and bring clarity to their data. The result? A unified view of marketing and sales performance that connected campaigns directly to pipeline and revenue.
With clear insights in hand, the Simplot team was able to make faster, smarter decisions—and prove the impact of marketing across the organization.
Salesforce
Analytics
We know the drill.
Tableau Next
Tap into Agentic analytics for actionable insights.
Marketing Intelligence
Use the power of AI to analyze data and improve results.
Google Analytics & Looker Studio
Easily evaluate web results and analyze data from multiple sources.
Marketing Cloud Intelligence
Visualize data across multiple channels in one place.
CRM Analytics & B2B Marketing Analytics
Effectively measure campaign impact.
Theia.ai powered by Salesforce Marketing Cloud
Uncover growth opportunities with full-funnel data.
Q&A Time: Salesforce Analytics
Companies of all stages can experience similar reporting and analytics challenges as they progress, and we’ve seen it all. Collaborate with the best of the best Salesforce analytical thinkers and get solutions for smooth digital experiences.
What platforms do you work with?
With a specialty in Salesforce Analytics and a passion for working inside any analytics tool that connects to your growth tech stack, whether it’s Tableau Next, Looker Studio, or something else, we can help connect your data and create visualizations that make evaluating performance seamless.
How can we see our marketing channels all measured in one place?
Tell us about your current marketing strategy, campaigns, and your systems, and we can harmonize your data to break down data siloes and create a unified view of your marketing channel performance.
How can we easily benchmark ourselves against industry standards?
It all starts with gathering the relevant data. Work with our experts to share your vision, and we’ll configure your analytics to get a clear picture of where you stand in the industry and your progression year over year.
How can we use AI to streamline our analytics process?
No matter what platform you’re using, we can advise on the best-fit AI solutions to help you analyze your data and get the insights you need faster to take action for maximizing results.
How can we achieve a standardized process to easily set up reports and dashboards?
Describe your current process to us and your reporting wishlist. We can design a scalable and simple process, and provide training to make sure you have a reporting structure in place that is easily repeatable for the future and answers your business questions.
What kinds of metrics should we actually be tracking?
We’ll help you differentiate the vanity metrics from the KPIs that actually matter for your business goals, building dashboards that make it clear to easily measure performance.
How can we automate our reporting process?
Eliminating data silos is a start. We can get to the heart of impactful metrics that need to be tracked and help you integrate and centralize your data for a seamless flow into your analytics with AI functionality that automatically populates the top trends, insights, and recommends next steps.
Our Analytics sweet spots
All of our engagements go exactly like this: we listen, we plan, and we do. Whether it’s implementing your reporting solution, building customized Salesforce reports and dashboards, or training your team, we listen to your objectives, create a plan for how to accomplish them, and then we get it done, all while serving as your strategic guide along the way.
Implementation
Get set up to visualize your data swiftly and effectively.
Workshops & Training
Be enabled to navigate your analytics like a pro.
Vision Mapping
Get clear on your analytics goals and how we’ll get there.
Account Audit
Understand your current setup and discover quick wins to maximize your insights.
Managed Services
Augment your staff to get the reporting you need done without the heavy lifting.
Data Audit
Identify your data silos and the path to break down your roadblocks.