ANALYTICS & CRM CONSULTING
Expert help for Tableau, Power BI, Salesforce, and HubSpot.
We've spent more than 20 years building reporting and sales systems inside large enterprises. Now we bring that experience to growing businesses, whether you're starting from scratch or need expertise your team doesn't have yet.
DASHBOARD DESIGN & UX
STRATEGY & ROADMAP
IMPLEMENTATION
CRM OPTIMIZATION
CRM CLEANUP & MIGRATION
CRM & MARKETING INTEGRATIONS
TRAINING & ENABLEMENT
Working with companies from $5M to $1B+ in revenue, in Michigan and across the U.S.
TRUSTED BY TEAMS AT
WHAT WE DO
Where we can help
Most projects start with one of these. A lot of them end up touching two, since a CRM cleanup usually leads to better reporting once the data can be trusted.
Power BI Consulting
If your company already runs on Microsoft, Power BI is usually the quickest way to get reporting people trust. We build the data model, design the dashboards, write up how it all works, and train your team to use it.
Tableau Consulting
Tableau gives us more design freedom, which matters when the people reading a dashboard aren't analysts. We build reporting for leadership and operations teams, plus customer-facing dashboards for companies that want to share data with their clients.
Salesforce Consulting
A lot of the Salesforce orgs we see try to track everything, and most of the fields end up blank because nobody has the time or the info to fill them in. We sit down with your team, figure out what's worth tracking, clear out what isn't, and build automation and reporting around how you sell.
HubSpot Consulting
HubSpot works best when sales and marketing use the same records and the same definitions. We clean up contacts and lifecycle stages, cut back the workflows that have piled up over the years, and set up reporting both teams agree on.
CRM & Marketing Integrations
When your CRM and your email platform don't talk to each other, reps end up calling folks who unsubscribed last week. We connect ActiveCampaign, Salesforce and HubSpot, map the fields, and set up syncs and automations that keep your lists clean.
Not sure where to start?
That's pretty normal. Book a free working session, show us what you've got, and we'll help you figure out the first step - whether or not you end up hiring us.
The data behind the dashboards
Sometimes reports are slow or the numbers don't match because the problem sits further upstream. When that happens, we can build and maintain the data layer too, using tools like Snowflake, BigQuery, Fivetran and dbt. Whether you need a warehouse depends on how much data you have and how many systems it's spread across. Some companies need one at $5M in revenue, and others never do.
SNOWFLAKE · BIGQUERY · FIVETRAN · DBT
HOW WE WORK
How a project works
1
Free working session
You show us what you have and where it's falling short, and we talk through how we'd handle it. No obligation.
2
Proposal
If it makes sense to keep going, we send a proposal with the scope and timeline. You can choose a fixed price for a defined project, or hourly if you'd rather have us as a fractional part of your team. Most first projects take three to four weeks.
3
Build and handoff
We check in with you along the way, so there are no surprises at the end. Then we document everything and train your team, so you can run it without us. Plenty of clients call us back for the next project, but they don't have to.
PROOF
Recent work
WHAT CLIENTS SAY
"What really stood out was the level of service. ForgeSight was incredibly responsive, thoughtful, and easy to work with from start to finish. The project was delivered exactly as quoted..."
"...Don also came on site several times to learn about our needs and implement training on all elements mentioned above. I loved the personal touch that included sweet treats :-)"
— Ryan Bator, President & Co-founder, Quick and Simple Imports
CASE STUDY · SALESFORCE
Schoolcraft College: one Salesforce setup for the whole department
Several people on Schoolcraft's Workforce & Economic Development team work the same employer accounts, and each had their own notes. We rebuilt their Salesforce with custom objects for community events, student placements and contract training, put a department dashboard on the homepage, and trained the team to log their own activity. Now anyone on the team can see everything the college is doing with an employer.
CASE STUDY · TABLEAU
Structurely: customer reporting that became a product
Structurely's AI agents qualify leads by call, text and email, and their customers wanted to see how those agents were performing. We rebuilt the data pipelines, redesigned the Tableau dashboards, and embedded them in Structurely's client portal so each customer sees only their own results. The reporting has since become an additional revenue stream for Structurely.
WHY FORGESIGHT
Who you'll be working with
Don Lapasky started ForgeSight after 20 years leading analytics and CRM at Rocket Mortgage, RouteOne, ProQuest, American Advisors Group and Career Now Brands. He scopes every project himself and stays involved through the handoff, so you always know who to call.
We work across reporting, CRM and integrations, which means one firm can follow a problem from the dashboard back to the system feeding it. Everything we build comes with documentation and training, so your team can run it after we're done.
Tell us what's going on
Book a free working session with Don. Show us what you've got and where it's falling short, and we'll tell you how we'd approach it. You'll leave with at least one useful idea, even if we never work together.
Rather send a note?
You don't need to book a session to ask a question. Tell us a little about what's going on and we'll let you know if it's something we can help with, usually the same day.