Salesforce CRM Analytics · Productized · Fixed-fee

You bought CRM Analytics. Nobody opens it.
We'll fix that in 2-3 weeks.

Productized Salesforce CRMA / Einstein / Tableau CRM consulting. Fixed-fee packages from a $249 dashboard teardown to a $5,000/mo fractional team. No SOW back-and-forth, no surprise hourly bills, no agency fluff.

See packages →Is this right for me?

Targets: small-to-mid Salesforce orgs (10-500 seats) with CRMA licenses already paid.

Latest insights

Browse all →
Wave Analytics era
Dec 4, 2018

Multi-org Wave Analytics: lessons from late-2018 enterprise migrations

Einstein + ML era
Dec 15, 2020

Tableau CRM rebrand: what we tell confused clients

Tableau CRM + early AI era
Nov 8, 2022

Dreamforce 2022: Genie GA and what it means for our CRMA work

AI-augmented analytics
Sep 19, 2024

Dreamforce 2024: Agentforce and the future of CRMA dashboards

Services

Four packages. Pick the smallest one that fits.

Teardown
$249fixed fee

One dashboard, torn down and tuned in 48 hours.

Send us one slow or bloated CRM Analytics dashboard (JSON export — no org access needed). You get a step-level SAQL and widget audit, a dead-weight removal plan, and a prioritized fix list with expected gains. Recent teardown: 53% smaller dashboard, 37% fewer page-load queries, pixel-identical render.

Buy teardown →
Audit
$999fixed fee

We tell you what's broken and what to fix first.

5 business days. Read-only access to your org. We deliver a 12-page report: data-quality issues, dashboard adoption blockers, missed Einstein automation opportunities, and a 90-day priority roadmap. Includes a 30-min walk-through call.

Start audit →
Most picked
Sprint
$5,999starting

We ship one specific outcome in 2-3 weeks.

Fixed scope: one new app, one major dashboard, one data-prep recipe + scheduled refresh, OR a Tableau-CRM-to-CRMA migration of 1-3 dashboards. We own delivery; you own the result. Common wins: pipeline-velocity dashboard, ARR-by-cohort recipe, win-loss flow, churn-risk Einstein discovery.

Scope a sprint →
Retainer
$5,000/month

Fractional CRMA team for ongoing work.

10 hours/month at our hands. Ad-hoc dashboard builds, recipe authoring, Einstein discovery setup, governance reviews, exec-readiness QA. Faster than hiring a full-time CRMA admin; cheaper than agency hourly.

Start retainer →
Is this right for me?

The honest version.

Yes if
  • You own a Salesforce instance with CRM Analytics (or Einstein/Tableau CRM) licenses — paid for, underused.
  • Sales/RevOps leadership has explicitly asked for better dashboards and you don't have the bandwidth.
  • You've tried hiring a full-time CRMA admin and it's not working OR you can't justify the cost yet.
  • You want fixed-fee scopes, not blank-check hourly retainers.
No if
  • You don't own Salesforce. (We're CRMA-specific. Ask us about Looker/Sigma/etc separately.)
  • You need a database admin or backend developer. (We do CRMA, not Apex / Force.com / data-loader work.)
  • You're shopping for the cheapest possible quote. The $249 teardown is the smallest thing we sell. Below that, you'd be better off buying a Trailhead module.
Process

What happens after you book.

  1. 1

    Intro call (15 min)

    We confirm scope fit. If we're not the right team, we say so.

  2. 2

    Read-only access (1 day)

    You provision a CRMA-only viewer profile for our team. We never touch your record data.

  3. 3

    Discovery + plan (Audit only) OR scoped delivery (Sprint)

    Audit: we deliver the report + roadmap. Sprint: we ship the agreed deliverable.

  4. 4

    Walk-through + handoff

    30-min recorded call. Your team owns everything end of engagement.

Tell us what's stuck.

Email a paragraph about what you've tried + what you'd like to ship in the next month. We'll reply with which package fits (or that we're not the right team).

Email caius.chrom@gmail.com

Replies typically within 24 hours, weekdays.