CRM Analytics Services

CRM Analytics

Optimising Customer Relationship Management [CRM] data to derive business intelligence for decision making

CRM Reporting and Analytics Services

The need for accurate and streamlined Customer Relationship Management (CRM) data has grown over the last few years, with CRM analytics driving business decisions, marketing campaigns, cost allocations, better client relationship management, and being used as the main source for regulatory driven reporting requirements. However, most of our clients face challenges in using their CRM data to its optimum due to duplicated data, data gaps, and inaccuracies. The solutions that Acuity brings to you under CRM Reporting and Analytics address these pain points, and will help optimize the use of CRM data. Our hybrid solution, which brings you the business intelligence and the tech expertise within one team, will result in expedited streamlining of data with the use of automations, more client interaction time for your analysts by freeing them up from admin work, accuracy in regulatory driven reporting, better management decisions, and 40-50% cost savings.

How we are different

PROCESS OPTIMISATION
PROCESS OPTIMISATION

Hybrid skills (with teHybrid skills (with tech and business knowledge) within one CRM Analytics team, leading to 40-50% cost savings to the client

RESEARCH PEDIGREE
RESEARCH PEDIGREE

Over 15 years of experience in providing CRM reporting and analytics solutions to top industry names

NEARSHORE CAPABILITIES
NEARSHORE CAPABILITIES

Staggered team set-up for cost effectiveness

STRONGER SERVICE QUALITY LEVELS
STRONGER SERVICE QUALITY LEVELS

Customised solutions based on data quality and reporting requirements

SCALABILITY
SCALABILITY

Experience in cleansing large databases (containing more than 1 million data) within 3-4 months

Talk to an expert

See how we can help you improve your processes and make you
more efficient.

What we have done

CRM Data Migration And Ongoing Maintenance Support to a European Investment Bank
CRM Data Migration And Ongoing Maintenance Support to a European Investment Bank
What we are proud of

40%

cost savings

20%

more client-facing time

Meet our experts

Narmadie Fernando

Assistant Director, Investment Research

Narmadie joined Acuity in 2012 to support a UK-based investment bank in CRM and operational MIS. She has over 13 years of experience in areas including corporate finance. She currently supervises a team of 6 members supporting a European investment bank on CRM data solutions. She also brings in additional tech skills such as Python, as well as Excel macros required to automate and visualise reports. Narmadie holds Associate Membership (ACMA|CGMA) from Chartered Institute of Management Accountants (CIMA-UK).

Narmadie Fernando
Mayukha Perera

Assistant Director ,CRM Data Solutions, Investment Research

Mayukha heads the CRM Data Solutions space at Acuity Knowledge Partners (Acuity) and has above 23 years of experience managing CRM data solutions, operations and ERP solutions. She has been with Acuity for 13 years. Prior to joining Acuity, she was Head of Operations at a Swedish BPO. Mayukha holds a Bachelor of Law degree from University of Colombo, Sri Lanka.

Mayukha Perera
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