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Our Services
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Year after year, global customer surveys confirm customers who incorporate advanced analytics and ML-based insights throughout their NetSuite ERP and Salesforce CRM applications enjoy a high rate of user adoption, productivity, efficiency and satisfaction. At Epoch Analytics, our objective is to help you priortise and deploy incremental enhancements that deliver visually engaging information and actionable insights, when it matters, within your Salesforce or NetSuite flow of work.
As a boutique consultancy serving Australia & New Zealand, our size and focus enables us to offer decades of enterprise-level expertise at cost-effective rates for Mid-Market and SMB Salesforce customers. Ask us about our special rates for Non-for-Profit and Education customers.
Below are a number of popular data and analytics user stories, our project resourcing capabilities, and Salesforce product specialties. Contact Us to schedule a complimentary one-hour discovery session.
Popular Business Objectives & Use Cases
Popular Business Objectives & Use Cases
for Sales
Leaders & Reps
Improved Pipeline Management
Improved Sales Forecasting
Sales Team Leaderboards
Account Revenue Leakage
Leading Activity Indicators
Subscription and Contract Renewal
Prioritisation
Whitespace Analytics
for CFOs and their Finance team
Automation beyond exports of Saved Searches to Excel
Integration of financial data with other corporate data
Historical data migrations from legacy ERP for analysis and audit purposes
Controlled and secure sharing of financial performance with leadership
More interactive and visually engaging financial reports
for Marketing
Managers & Specialists
Integration with "Zero Copy" technology partners
Customer Data Modelling / Mapping (Harmonization)
Identity Resolution (Unification)
Advanced Audience Segmentation
Advanced Activation & Triggers
for Contact Centre Lead & Agents
Improved Insights
for Team Leads
Contact Centre Team
Leaderboards
Omni-Channel Historical Analysis
Next Best Action
Case Classification & Routing
Recommendations
Reply & Wrap-Up
Recommendations
Customer Insights
for Agents
Resourcing for Project Roles & Disciplines
Resourcing for Project Roles & Disciplines
Strategy
KPI/OKR workshops, Salesforce analytics roadmaps
Project Management
Project management
(for Salesforce data & analytics initiatives)
Business Analysis
Discovery workshops, product backlogs, process models
Data Modelling
Discovery workshops, data models, data governance
Architecture
Data, analytics, ML
and AI solution designs
Delivery
Solution development, testing and deployment
Training
Standard and bespoke business and technical data & analytics training
Support
Post-deployment production support services
NetSuite Analytics Warehouse (NSAW) Specialties
NetSuite Analytics Warehouse (NSAW) Specialties
NSAW implementations
and tailoring of pre-built content
NSAW dataflows
and schedule automation
NSAW geospatial data
and interactive maps
NSAW bespoke
workbooks and dashboards
NSAW Data Models /
Semantic Model Extensions
NSAW AI for data insights
and natural language insights
Salesforce Specialties
Salesforce Specialties
Data Cloud
CRM Analytics
Lightning Reports & Dashboards
Einstein Discovery
Sales Cloud Einstein
Service Cloud Einstein
Revenue Intelligence
Service Intelligence
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