
Sales & Marketing Analytics
Transform Data Into Revenue Growth Move beyond basic CRM reports and surface-level metrics.
The Analytics Challenges You’re Facing
Proving ROI when customer journeys span 5-10 touchpoints across paid ads, organic search, email, social, and sales calls. You’re reporting on metrics that don’t connect to revenue, clicks, impressions, form fills while leadership asks “what’s really driving deals?”
Which reps are consistently hitting quota and why? Where are deals stalling in the pipeline? How accurate are your forecasts really? You’re drowning in CRM data but lack the visibility to coach effectively or predict with confidence.
Data scattered across Salesforce, HubSpot, Google Analytics, ad platforms, and spreadsheets. Each system tells a different story. You spend more time reconciling numbers than analyzing them, and critical decisions wait while you hunt for answers.
We solve these problems. SR Analytics unifies your fragmented data, connects marketing activity to revenue outcomes, and delivers role-specific insights that drive action—not more confusion.

Our Sales & Marketing Analytics Services
01. 360-Degree Customer Intelligence
Consolidate data from Salesforce, HubSpot, Microsoft Dynamics, Marketo, Google Analytics, LinkedIn, and 50+ other platforms into unified customer profiles. See complete interaction history, engagement patterns, and conversion pathways.
Value: Eliminate data silos and make decisions based on the full customer story, not isolated snapshots.
02. Multi-Touch Attribution Modeling
Track customer journeys across channels to understand how each touchpoint contributes to conversions. Our custom attribution models—first-touch, last-touch, linear, time-decay, position-based, and data-driven—reveal your true marketing ROI.
Value: Optimize marketing spend by investing in channels that actually drive revenue, not just clicks or impressions.
03. Campaign Performance & Marketing ROI
Monitor campaign effectiveness across all channels with integrated dashboards. Connect lead generation metrics to revenue outcomes and prove marketing’s impact on business growth with closed-loop reporting.
Value: Demonstrate marketing’s contribution to revenue and make budget allocation decisions backed by data.
04. Customer Behavior Analytics & Segmentation
Identify purchase patterns, content preferences, and engagement signals that predict buying behavior. Create actionable customer segments based on behavior, firmographics, and propensity to buy.
Value: Deliver personalized experiences that resonate with each customer segment and increase conversion rates.
05. Predictive Customer Lifetime Value (CLV)
Use machine learning to forecast the long-term value of each customer relationship. Identify high-value prospects early, prioritize retention efforts, and calculate optimal customer acquisition costs.
Value: Focus resources on customers with the highest lifetime potential while optimizing acquisition costs.
06. Churn Prediction & Retention Analytics
Detect at-risk customers before they leave using behavioral signals and engagement patterns. Build targeted retention programs that keep your most valuable customers engaged.
Value: Reduce churn rates and protect revenue by proactively addressing customer health issues.
07. Sales Performance Analytics
Give sales teams and managers role-specific dashboards that track quota attainment, pipeline health, win rates, deal velocity, and individual rep performance. Identify coaching opportunities and best practices from top performers.
Value: Increase sales productivity with insights that help reps close more deals and managers optimize team performance.
08. AI-Powered Sales Forecasting
Predict future revenue with models that analyze historical data, seasonal patterns, pipeline velocity, and market trends. Set accurate quotas, plan inventory, and make confident growth projections.
Value: Eliminate forecasting guesswork and align operations with realistic, data-backed revenue predictions.
09. Marketing Mix Modeling (MMM)
Understand how different marketing channels work together to drive conversions. Optimize budget allocation across paid, owned, and earned media based on incremental contribution to revenue.
Value: Maximize marketing ROI by identifying the optimal mix of channels for your unique customer base.
Industries We Serve
How We Work

1. Discovery & Strategy (Week 1-2)
We start by understanding your business objectives, current analytics maturity, data sources, and key questions you need answered. We map your customer journey and identify critical metrics.
2. Data Integration & Architecture (Week 3-6)
Our team connects your systems, cleanses data, and builds a unified data warehouse. We establish automated pipelines that keep your analytics fresh and accurate.
3. Dashboard Development & Modeling (Week 7-10)
We create custom dashboards tailored to different roles and build predictive models for forecasting, CLV, churn, and attribution based on your specific business context.
4. Training & Adoption (Week 11-12)
We don’t just hand over dashboards—we ensure your team knows how to use them. Comprehensive training sessions, documentation, and hands-on workshops drive adoption.
5. Ongoing Optimization & Support
Analytics is an ongoing journey. We provide continuous monitoring, model refinement, and strategic guidance to ensure your solutions evolve with your business.
Success Metrics That Matter
20 hours per week saved through automated reporting
15-25% reduction in customer acquisition costs
6-10x ROI from data-driven marketing decisions
12-18% improvement in conversion rates
25% reduction in customer churn
30% faster time to insights
Success stories

Convert.com, a leading A/B testing platform, partnered with SR Analytics to unify fragmented systems into a single BI layer. The new Google Looker + BigQuery solution delivered role-specific dashboards, automated consolidation, and real-time insights across Finance, Marketing, and Operations.
20 hrs/week
Saved through automated reporting
15%
Improvement in marketing conversion efficiency

Beast Insights, a SaaS analytics platform for subscription businesses, partnered with SR Analytics to deliver modern, embedded Power BI dashboards inside their platform. The new solution unified fragmented sales, profitability, and retention data while ensuring secure, scalable access for every client.
80%
Reduction in manual reporting effort
5-10%
Increase in client retention rates

Questco helped reduce repetitive employee queries and streamline Benefits Operations with an AI-powered chatbot integrated into Microsoft Teams.
Questco, a leading employee benefits administration provider, partnered with AI automation specialists to develop Beth, a no-code AI chatbot that empowers employees to self-serve benefits queries using SharePoint as a real-time knowledge base.
40%
Reduction in manual queries to Operations team
92%+
Query resolution rate with automated responses

A financial services provider helped users better manage personal finances by unifying fragmented data across multiple bank accounts and payment apps.
A financial services provider partnered with AI R&D teams to build a smart, AI-powered web application that brought together transaction data from PhonePe, ICICI, SBI, and Bank of Baroda into a unified dashboard with predictive insights.
50%
Reduction in manual effort for finance management
85%+
Accuracy in AI-powered transaction categorization

YTBuddy helped students, researchers, and professionals enhance learning efficiency and video accessibility.
YTBuddy, a privacy-first AI browser extension, partnered with AI R&D teams to revolutionize how users interact with YouTube content, improve learning workflows, and support knowledge discovery.
70%
Time saved finding insights in instructional videos
100% Local
All processing performed locally ensuring complete privacy

SR Analytics helped Awe Inspired enhance operational efficiency and inventory management.
Awe Inspired, a fast-growing fine jewelry brand, partnered with SR Analytics to streamline inventory management, improve operational visibility, and support continued business growth.
30%
Reduction in excess inventory
~0.5 FTE
Equivalent workload saved through automation

SR Analytics helped a leading e-commerce retailer reduce stockouts by 25% and enhance overall business efficiency.
Our client, a major player in outdoor recreation and fitness equipment, needed a unified approach to data analytics to streamline operations, optimize inventory, and improve marketing efficiency.
25%
Reduction in stockouts
15%
Increase in online sales

SR Analytics helped a leading e-learning platform improve KPI tracking and achieve a 6x ROI.
Our client, a California-based SaaS company offering online courses, partnered with SR Analytics to transition from intuition-based decision-making to data-driven strategies, optimizing growth and performance.
6x ROI
Increase in return on investment
Higher Retention
Improved course engagement and student satisfaction

SR Analytics helped Pinnacle Fund Services streamline investment analysis and reporting with a powerful Power BI solution.
Pinnacle Fund Services, a leading fund management firm, required a consolidated reporting solution to track key financial metrics, improve asset analysis, and enhance investor performance evaluations.
360° Insights
Unified view of fund performance metrics
15+ Reports
Detailed insights into fund health and investor performance

SR Analytics helped Lifepro Fitness enhance operational efficiency through data engineering and BI solutions.
Lifepro Fitness, a global fitness equipment retailer, required a scalable solution to centralize reporting, automate data workflows, and optimize decision-making.
20+ Hours Saved Weekly
Reduction in manual data consolidation efforts
18% ROI Boost
Improved marketing efficiency through unified analytics

SR Analytics helped BJJ Fanatics improve data tracking, optimize conversion rates, and streamline reporting across multiple brands.
BJJ Fanatics, a global platform for Brazilian Jiu-Jitsu enthusiasts, required a centralized analytics solution to enhance digital performance and e-commerce tracking.
12% Conversion Increase
Boosted e-commerce conversion rates
15+ Hours Saved Weekly
Automated reporting reduced manual effort

SR Analytics helped ‘47 Brand enhance digital insights, streamline reporting, and optimize e-commerce performance.
‘47 Brand, a global leader in lifestyle and sports apparel, required a centralized reporting solution to improve e-commerce funnel visibility and marketing analytics.
20 Hours Saved Monthly
Automated reporting reduced manual effort

SR Analytics helped a leading healthcare provider modernize its legacy system, improving operational efficiency and scalability.
The healthcare provider needed a modernized patient management system to reduce inefficiencies, enhance integration, and support future growth.
40% Downtime Reduction
Improved system reliability and accessibility

SR Analytics helped a global e-commerce leader migrate to Azure, ensuring peak performance and cost efficiency.
The client required a scalable cloud solution to manage high-traffic periods, reduce operational costs, and enhance customer experience.
99.9% Uptime
Ensured system reliability during peak demand
30% Faster Load Times
Enhanced customer experience and retention

SR Analytics helped a global e-commerce leader migrate to Azure, ensuring peak performance and cost efficiency.
The client required a scalable cloud solution to manage high-traffic periods, reduce operational costs, and enhance customer experience.
99.9% Uptime
Ensured system reliability during peak demand
30% Faster Load Times
Enhanced customer experience and retention

SR Analytics helped a major telecom provider reduce customer churn, optimize network performance, and improve decision-making through advanced data analytics.
The client required a data-driven strategy to retain customers, enhance network reliability, and streamline operations.
15% Churn Reduction
Proactive engagement helped retain at-risk customers
20% Network Improvement
Fewer complaints due to real-time optimizations

SR Analytics helped Precise Imaging enhance resource allocation, reduce patient wait times, and improve operational efficiency through AI-driven capacity planning.
Precise Imaging, a multi-facility radiology provider, needed a data-driven solution to balance patient demand across locations, minimize inefficiencies, and optimize resource utilization.
22% Increase
Improved facility utilization across locations
$500K+ Annual Savings
Operational cost reductions through optimized resource distribution
Our Technology Stack
We bring together the best of our partner network to help your business gain the competitive edge.


What Makes SR Analytics Different?


Business-First Approach
We start with your business questions, not our technology stack. Every solution is designed to answer the specific challenges keeping you up at night.
End-to-End Partnership
From strategy to implementation to ongoing optimization—we’re with you at every stage. No handoffs to separate teams, no knowledge loss.
Proven Methodology
Our SIOT framework (Strategy, Implementation, Optimization, Training) ensures solutions that deliver value and get adopted.
Industry Expertise
We’ve solved similar problems for companies like yours. We bring best practices and lessons learned from 50+ successful implementations.
Scalable Solutions
Our architecture grows with you. Start with foundational dashboards and expand into advanced predictive models as your maturity increases.
Customer testimonials
Don’t just take our word for it—hear from our customers.


SR Analytics transformed the way we manage data at Precise Imaging. Their custom Power BI dashboards gave us real-time visibility into billing, scheduling, and operations — helping us reduce no-shows and improve decision-making. They’re responsive, technically sharp, and truly understand our business needs.

Danny Rackow
CTO at Precise Imaging


SR Analytics successfully delivered all integrations and reports within the agreed timeline. Their ability to resolve issues and propose innovative ideas to simplify our processes has been invaluable. Highly recommended!

Ely
CEO, Consumer Products Company


SR Analytics has been instrumental in helping us identify and address challenges with precision, enabling us to implement effective solutions seamlessly. They went above and beyond, delivering the project with exceptional quality. We couldn’t be more satisfied with the results!

Sam Abrash
COO, Andromedia Group


Partnering with SR Analytics had an immediate and profoundly positive impact on our business. The insights from their dashboards led to significant product improvements. Their dedication and expertise made a remarkable difference!

Max Johnson
CEO, Awe Inspired
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Ready to Transform Your Sales & Marketing Analytics?
Harness the power of data-driven marketing strategies for your campaigns, maximize ROI, and achieve your marketing goals. Our marketing analytics services provide the insights you need to make informed decisions and drive marketing success.
FAQs
Most projects take 8-12 weeks from kickoff to full deployment, depending on complexity and data sources. Quick-win dashboards can often be delivered in 3-4 weeks.
Yes. Our solutions integrate with 50+ marketing, sales, and analytics platforms through native connectors and APIs. If you use it, we can connect to it.
Our marketing analytics solution integrates effortlessly with your existing CRM and marketing automation platforms using customizable connectors and APIs. Insights are transformed into actionable recommendations and delivered directly to your team via their preferred platforms (e.g., Slack, Salesforce, Microsoft Teams). This seamless integration ensures smooth data flow and unified insights across all tools, enhancing the efficiency of your marketing efforts.
We prioritize data accuracy and reliability through rigorous validation, automated error detection, and continuous algorithm updates. Additionally, our quality assurance process includes regular data audits to maintain integrity and trustworthiness.
Getting started is simple. Contact us through our website, and our team will guide you through the consultation process. We’ll assess your needs and demonstrate how our marketing analytics solutions can help achieve your goals.
Data quality issues are common. Part of our process includes data cleansing, standardization, and establishing governance practices to maintain data integrity going forward.
Absolutely. We offer flexible support packages including monitoring, optimization, training refreshers, and strategic consulting to ensure long-term success.
We follow enterprise-grade security practices including encryption, access controls, audit logs, and compliance with GDPR, CCPA, and industry-specific regulations.
Yes. We design flexible, cloud-based architectures that handle increasing data volumes, additional users, and new business units without performance degradation.









