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From Raw Data to Revenue: Analytics That Deliver

Transform complex data into clear, actionable insights. Our analytics solutions—powered by Data Cloud, Tableau, and native Salesforce reporting—help you measure performance, reveal opportunities, and fuel growth.

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Our Process

A Precision-Driven Approach
to Data Analytics

Our process turns Salesforce data into meaningful insights that power real-time, end-to-end decision-making.

Data Discovery

Audit Salesforce data sources, define key metrics, and design capture processes to ensure your analytics foundation is accurate and complete.

Dashboard Design

Build tailored dashboards and reports with CRM Analytics and Data Cloud for real-time, goal-aligned visibility.

Metric Modeling

Define KPIs, predictive models, and success thresholds to transform your data into a proactive decision-making engine.

Optimization

Refine dashboards, tune metrics, and train your team to keep analytics relevant, reliable, and actionable.

Our Expertise

Enterprise-Grade Analytics for Multi-Cloud Environments

BigSolve transforms Salesforce into a unified analytics engine with CRM Analytics, Data Cloud, and custom dashboards. We design tailored reporting systems, implement predictive models, and deliver insights that help you monitor performance, forecast trends, and make smarter, faster decisions.

Analytics Expertise

Analytics Skills

Our analytics expertise is built on technical precision and practical experience—maximizing the clarity, speed, and value of your data.

Advanced Data Modeling

Curating scalable data models that enable predictive, prescriptive, and visually compelling insights.

Custom Salesforce Dashboards & Visualizations

Designing interactive dashboards and reports that make insights accessible and actionable across teams.

Data Integration & Consolidation

Unifying multi-source data inside Salesforce for complete visibility and coordinated, data-driven execution.

CRM Analytics Proficiency

Harnessing CRM Analytics to deliver predictive modeling, tailored visual reporting, and operational excellence.

Predictive Analytics & Trend Forecasting

Building intelligent models that anticipate change, accelerate decision-making, and reduce churn.

Real-Time Reporting & Automated Insights

Delivering real-time intelligence that drives rapid decisions and maximizes time-to-value.

In Production

Reporting That Stops Being Somebody’s Tuesday

A global healthcare organization was exporting five reports out of Salesforce and rebuilding them in Excel every week. We moved the whole cycle into Tableau on live data.

5

Departmental dashboards

Executive, sales, and marketing views, each owned by the team that reads it.

15 hrs

Manual reporting removed weekly

Estimated against the prior cycle of exporting and rebuilding five reports by hand.

0

Spreadsheet exports

Weekly reporting no longer begins with a CSV. Dashboards refresh against live data.

Read the analytics build

Not only did he build a highly functional API, but he also ensured that the data flows smoothly and efficiently, improving accessibility and usability for our sales team. His work has streamlined our processes, eliminating manual inefficiencies and enabling real-time data access within Salesforce.

Financial Services

They are experts at blending technology with innovative solutions while ensuring key stakeholders remain informed through regular updates and transparent communication around emerging findings that may require additional decisions or alignment.

Automotive

The BigSolve team has been consistently helpful and responsive. They keep our tickets moving along efficiently and never let things stall out.

Automotive

BigSolve was instrumental with optimizing our Salesforce org structure. They were able to help with everything from territory management to email deliverability, and we are already seeing improvements in sales.

Healthcare & Life Sciences

They worked seamlessly with our internal stakeholders to harness Salesforce's Agentforce and LLM capabilities, successfully automating our cancellation workflows and achieving a significant reduction in manual agent volume.

Automotive

Yes absolutely.

Financial Services

Our Salesforce works perfectly, and we've seen improvements in our call metrics, talk time, and funding amounts.

Financial Services

Our funding company saw our revenue nearly double by using the custom Salesforce that was built for us.

Financial Services

BigSolve has created solutions for my businesses that other Salesforce designers could not do. George's grasp of current AI technology is unparalleled.

Financial Services

The process was flawless with no issues, resulting in a seamless merger that ensured business continuity for our collective team. A+++ all around.

Financial Services

BigSolve maintains every quality you could hope for in a contracted team and their completed work has been consistently excellent and on-time.

Automotive

BigSolve performed great and met all expectations for our project. We highly recommend their services, and will be using them again in the future.

Healthcare & Life Sciences

His expertise, creativity, and tenacity on this important project has now allowed us to gather and report on business-critical volunteer activities.

Nonprofit

BigSolve didn't just do what we told them to do. They asked questions and understood the ins and outs of our problem and workflow. They came up with the best solution and took the time to train us on how to use it.

Financial Services

We were able to publish an executive dashboard using Tableau in a very short time frame due to elevated priority. This team handled the last-minute request exceptionally well.

Healthcare & Life Sciences

Insights, Strategies, and Best Practices

Actionable Salesforce insights to help your business scale with clarity and confidence.

Salesforce and HubSpot integration connecting marketing engagement to sales execution
Sep 4, 2026

Salesforce vs. HubSpot: How a Salesforce-HubSpot Integration Connects Marketing and Sales

Five signs a Salesforce org needs an audit
Aug 18, 2026

Signs Your Salesforce Org Needs an Audit

Agentforce implementation guide: AI agents reasoning over Salesforce data and taking approved actions
Aug 6, 2026

What is Agentforce? A Complete Guide to Salesforce's AI Agent Platform

When to hire a Salesforce consultant instead of a full-time admin
Jul 22, 2026

When Should You Hire a Salesforce Consultant?

Connecting Claude to a Salesforce org using the Model Context Protocol
Jun 26, 2026

Connect Claude to Your Salesforce Org with MCP

The gap between Agentforce pilot accuracy and sustained production-scale performance
Feb 18, 2026

Why Your Agentforce Pilot Stalled at Scale (And How to Fix It)

Get Started with an Expert-Led Discovery

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