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Empower your CRM data to drive real decisions

Without robust analytical tools, a CRM is just transactional. To deliver true value, it needs to evolve into an operational and strategic control system.

Overto implements cutting-edge reporting and visualization tools such as Tableau, Zoho Analytics, and Power BI to convert your CRM data into clear, dependable, and actionable metrics accessible across all management tiers.

Empower your CRM data to drive real decisions

Without robust analytical tools, a CRM is just transactional. To deliver true value, it needs to evolve into an operational and strategic control system.

Overto implements cutting-edge reporting and visualization tools such as Tableau, Zoho Analytics, and Power BI to convert your CRM data into clear, dependable, and actionable metrics accessible across all management tiers.

Why integrate analytics tools into your CRM?

Manage with consolidated indicators

Gain real-time insights into your commercial performance, sales cycles, active clients, and projections.

Align decisions with reliable data

Custom dashboards enable you to align insights across leadership, operational teams, and support departments.

Automate reporting to increase agility

No more manual Excel sheets. Enjoy dynamic, real-time reports that accelerate your decision-making.

Connect your CRM data to your analytics ecosystem

Integrating CRM data with other systems such as ERP, marketing platforms, and finance enables full-spectrum activity monitoring.

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Our approach: reliability, clarity, performance

Cadrage des enjeux de pilotage

Scoping oversight objectives

We collaborate with you to define the indicators to monitor, the data sources to connect, and the target users such as leadership teams, managers, and operational staff.

Sélection et intégration des bons outils

Choosing and integrating the appropriate tools

We implement the most appropriate tools for your setup. Tableau integrated with Salesforce, Zoho Analytics paired with Zoho CRM, or Power BI for unified, cross-platform oversight.

Conception de dashboards et modèles de reporting

Design of dashboards and reporting templates

Our tailored dashboards are crafted to showcase your key metrics such as performance, pipeline, conversion rates, churn, productivity, and others.

Transformative impacts for your organization

Fast, informed, and collaborative decision-making

Transform raw data into insights you can act on right away.

Bridging strategic vision and operational execution

All stakeholders have a unified view of priorities and can act in alignment.

Securing reliable performance monitoring

With unified and consolidated metrics updated automatically, you minimize misunderstandings and poor decision-making.

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Why partner with Overto

Combined CRM and data expertise

We grasp how systems work, but more importantly, how to drive strategic leadership.

Technology agnostic

Our goal is to help you select the best tools, free from vendor constraints.

Impact-driven approach

We build integrations that drive real improvements in your decision-making, operational performance, and outcomes.

Ready to turn your CRM data into a competitive advantage?

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