CRM intelligence

What you get

• Lead scoring model trained on your own historical CRM data — not generic benchmarks
• Deal forecasting with confidence intervals by rep, team, and territory
• Churn prediction with automated at-risk alerts before the client goes quiet
• Embedded Power BI visuals surfaced directly inside D365 forms
• Weekly automated model retraining on fresh CRM activity

How it works

1. Week 1

   CRM data audit and 18-month historical baseline analysis

2. Week 2–3

   Model development, validation, and stakeholder review

3. Week 4

   Integration with D365 and user acceptance testing

4. Week 5

   Go-live, sales team enablement, and 90-day optimisation plan