RevOps Managed Dashboards

Cross-Platform Dashboards

Combine data from SaaS apps or your internal data warehouse. Get a comprehensive view, and stop logging into multiple systems to get reports.

Cross-Functional Dashboards

Understand the impact of your marketing, sales, and customer service through analytics of your funnel and client lifecycle. Get meaningful attribution from metrics that matter the most for your business.

Mobile & Web Dashboards

Use your phone to get real-time features to track your bottom line. You can track income and expenses, contacts being created and deals being closed, and view the financial picture for each month.

1

Planning
2

Discovery
3

Connect
4

Normalize
5

Metrics
6

Visualizations

Planning

We will look at your company’s needs and the technical requirement necessary to create an effective UI or user interface

Discovery

During this phase, we will define the responsibilities of the operators and the system to find exactly how our system fits into your business.

Connect Data Sources

Using our extensive experience with data and networking processes, we will lay out the map of the system.

Normalize Data

After aggregating the data, we will synthesize it into clear, understandable information.

Create Metrics

From these data sets, we will create the metrics for the success of your systems.

Create Visualizations

We will develop extensive mockups before finalizing the dashboard.

01 How many dashboards does it include?

It includes unlimited dashboards.

02 How many users can be added?

You have the option to add unlimited users.

03 How many data sources can be added?

You have the option of adding unlimited data sources.

04 How often is the data refreshed?

Data is refreshed on an hourly basis.

05 Can I access the dashboard on my phone?

Absolutely! you'll get a URL that holds everything you see on the web and you'll see on the phone as well.

06 Can it be emailed on a periodic basis?

Of course, it can be configured on a periodic basis.

07 Can I add additional databoards?

Yes, you can! But, if you need custom metrics and assistance with setting up the databoards and the visualization, those are not included in the RevOps dashboard service.

The RevOps Dashboard Service is to host the dashboard application for your organization and have it connected to all the systems with no breakages and make sure everything is running smoothly backed by our dedicated support team.

Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!

Ashley Camire

Owner and Relationship Specialist

POQFL.com

I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

Cynthia LaRue

VP Marketing at ShipHero

Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

Brandon Palmer

Digital Marketing Manager at ShipHero

Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Jamal M.

Main Street Financial Solutions

Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Chris G.

Forum Financial Management, LP

Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

Brett Oliveira

ShipHero Sales

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