Data & CRM · Andrade Lab
Organized data to
follow the operation.
CRM organization, sales pipeline and data dashboards for companies. The work starts from the questions the team needs to answer and the available sources, before choosing charts or tools.
01Data & CRM
CRM and sales pipeline
The scope can include organizing customer information and pipeline stages in tools like RD Station and HubSpot. The structure reflects the sales process, showing where each opportunity stands and what deserves attention.
02Data & CRM
Dashboards with one question to answer
A dashboard should make follow-up easier, not just gather charts. The process defines the questions, connects the sources and organizes a view reviewed with the decision makers. Looker and Power BI are among the tools presented by the studio.
03Data & CRM
Integration with ERP data
Among the work examples presented by Andrade Lab is the integration with the Mubisys ERP, with data pulled automatically into a follow-up dashboard. The example illustrates the connection between the source and the reading of the operation.
04Data & CRM
An interface study by the studio
Sinal is a conceptual marketing dashboard with fictional data, designed by the studio to explore how a marketing operation can be followed in a single view.
See Sinal: conceptual study05Frequent questions
Questions,
answered.
Is the service just about creating charts?
No. The work starts with the questions and the data sources; charts are the final step of an organized structure.
Which tools are used?
RD Station and HubSpot for CRM and sales pipeline; Looker and Power BI for dashboards. Integrations bring the data from the sources.
Can you pull data from an ERP?
Yes. One example is the integration with the Mubisys ERP, with data pulled automatically into a follow-up dashboard.
What is Sinal?
An interface study by the studio: a conceptual marketing dashboard, with fictional data, that shows the level of finish applied to data projects.
Have a project in mind?
Tell me the problem.
We start from it.
A pipeline nobody can follow or a dashboard nobody can read. Reach me on WhatsApp or by e-mail.
Want to see a delivered project? Explore the Oikos case