ANALYTICS & CRM CONSULTING
Expert help for Tableau, Power BI, Salesforce, and HubSpot.
Most clients hire ForgeSight for one platform. Because we work across BI, CRM, and automation, what we build today connects cleanly to whatever comes next.
DASHBOARD DESIGN & UX
STRATEGY & ROADMAP
IMPLEMENTATION
CRM OPTIMIZATION
CRM CLEANUP & MIGRATION
CRM & MARKETING INTEGRATIONS
TRAINING & ENABLEMENT
20+ years of experience · Clients from $5M to $1B+ in revenue · Based in Michigan, working everywhere
TRUSTED BY TEAMS AT
WHAT WE DO
Five things. Done exceptionally well.
Hire us for one, or several. Either way you're working with people who know how they fit together, so nothing we build today becomes tomorrow's problem.
Power BI Consulting
If your company already runs on Microsoft, Power BI is usually the shortest path to reporting people trust. We handle the data model, the design, and the documentation, then make sure your team knows how to use what we built.
Tableau Consulting
When reporting needs to be understood quickly, Tableau gives us more room to design. Executive views, operational reporting, customer-facing dashboards. Same care underneath: solid data model, thoughtful design, documentation that keeps it alive.
Salesforce Consulting
Salesforce can do almost anything, which is exactly why so many implementations go sideways. We clean up the data, build automation that fits how your team actually sells, and set up reporting that shows what’s really happening in your pipeline.
HubSpot Consulting
HubSpot works best when sales and marketing stop keeping separate scorecards. We'll tidy your records, build workflows people don't resent, and get both teams looking at the same numbers.
CRM & Marketing Integrations
ActiveCampaign, Salesforce, HubSpot. Fine on their own, frustrating apart. We wire them together, map the fields, build the syncs, and keep the lists clean, so sales and marketing stop arguing about whose data is right.
Not sure where to start?
Most people aren't. That's what the free working session is for. An hour with us and the first step is usually obvious.
Built on a Solid Foundation
Dashboards are only as good as what feeds them. When yours need more horsepower, we build and maintain the layer underneath: warehouses, pipelines, and the transformations that keep everything flowing.
SNOWFLAKE · BIGQUERY · FIVETRAN · DBT
HOW WE WORK
Weeks, not quarters.
1
Assess
We start with a free working session. You show us what you've got and what isn't working, and we map the gap. No obligation, and you'll leave with something useful either way.
2
Build
Fixed scope, fixed price, clear timeline. You'll know what you're getting and when. Most projects land in weeks.
3
Enable
We train your team and document what we built. The goal is for you to run it without us.
PROOF
Results you can point to.
WHAT CLIENTS SAY
"The ActiveCampaign setup was just as seamless and our first campaign had a 48% open rate. ForgeSight handled the entire integration with Salesforce - from configuring data syncs and field mapping to building automations that keep our lists clean and actionable."
"The project was delivered exactly as quoted... If you’re a small business looking for smart, approachable help with Salesforce, email marketing, or analytics, ForgeSight Analytics is the real deal."
— Ryan Bator, President & Co-founder, Quick and Simple Imports
20+
years in data & analytics
$5M-$1B+
revenue range of businesses served
5
platforms, one accountable partner
CASE STUDY · SALESFORCE
Getting a whole team onto the same page
Several people on Schoolcraft College’s Workforce & Economic Development team work the same accounts, and they’d bought Salesforce to coordinate that. What they wanted was a setup built around the way the department actually runs. We rebuilt it with custom objects for the events they run in the community, the students they place with local businesses, and the training they sell. Then we put a dashboard on the homepage showing department-wide performance, and trained the team to log their own activity and read everyone else’s. They work accounts together now, and the whole department can see the wins.
CASE STUDY · TABLEAU
Reporting that earns its keep
Structurely’s AI agents qualify leads by call, text and email. Their customers wanted a clearer view of how those agents were performing, and the reporting they had was at the end of what it could do. We rebuilt the pipelines underneath, redesigned the Tableau dashboards, and embedded them in the client portal so each customer sees only their own data. Clients can see the conversion uplift for themselves, which makes renewal conversations a great deal easier. Structurely turned the whole suite into an additional revenue stream.
WHY FORGESIGHT
Big-firm expertise. Hands-on service. One accountable partner.
You'll know who owns it
You'll always know who's responsible for your project, and you'll talk to them directly. No account managers, no handoffs to junior staff.
Responsive and hands-on
We answer quickly and we show up. On site when that's what the work needs, on a call when it isn't.
One partner, not three vendors
BI, CRM, integrations, and the data underneath. Nobody pointing at somebody else's system when something breaks.
Built for your team to own
Everything comes documented, with training. It's yours to run.
Let's build something your team will actually use.
Book a free working session. Tell us what isn't working, and we'll tell you how we'd approach it. You'll leave with at least one useful idea, whether or not you hire us.
Questions are welcome too
You don’t have to book a session to talk to us. Describe what’s going on and we’ll tell you whether it’s the kind of thing we’d take on, and what we’d look at first.