Data & Consulting
At the heart of Synergy lies Data & Consulting, a powerhouse team of consultants, mathematicians, economists, engineers, actuaries, data scientists, and industry specialists. We blend real-world business insight with deep technical skill to turn raw information into clear direction, giving leaders the confidence to move faster and grow smarter.
Our process is straightforward: diagnose, build, refine. We pinpoint bottlenecks, create live dashboards, AI forecasts, and smart automations, then improve them in quick Kaizen loops. The outcome is less manual work, quicker decisions, and measurable profit delivered by experts who speak business first and tech second.
360° BI Dashboards
Spot issues early and keep every team in sync with one real-time dashboard that shows the metrics that matter, all in one place.
Behind the scenes, a private, ultra-secure AWS data hub quietly pulls the right numbers from your business systems, polishes them, and streams fresh insights into Tableau, Power BI, or Looker, delivering effortless, lightning-fast dashboards so you can focus on decisions, not data plumbing.
Expan$ion
Quadruple your sales with a full-service growth engine. Our data-driven team audits every funnel step—Meta ads, emails, website, and back-office workflows—finds the bottlenecks, then deploys high-impact ads, conversion-led emails, smart automations, and rapid site upgrades to spike revenue fast.
We handle everything: secure data hubs, live dashboards, and weekly check-ins keep the plan on track. No templates, no guesswork; just a done-for-you playbook that powers 4× sales and lasting growth while you focus on closing deals.
Salesforce Customization & Optimization
Built for growing SMBs, scale-ups, and enterprise teams that have outgrown “out-of-the-box” CRM, Salesforce Customization & Optimization shapes the platform around the way your company actually sells, services, and reports. We map your full revenue workflow, design custom objects and automations, integrate key apps, and surface real-time dashboards that keep sales, marketing, and customer-success teams in sync. The result is a friction-free Salesforce environment that shortens deal cycles, stops data chaos, and scales effortlessly as your business expands.
Automations
Stop burning hours on copy-paste and spreadsheet gymnastics, our Automation solution stitches your apps, data, and workflows into a self-driving operation. We design no-code and low-code flows (N8N, Make.com, Salesforce Flow, Zapier, custom APIs) that capture leads, sync CRMs, trigger invoices, update dashboards, and nudge teammates at just the right moment. Built for scaling SMBs and busy enterprise teams alike, it slashes manual work, eliminates “human error” bottlenecks, and frees your people to focus on the moves that actually grow the business while your processes run themselves, 24/7.
Lead Generation Consulting
Lead Generation Consulting helps growing businesses fill their sales pipeline, step by step. Pick the level that fits you: Data Leads gives you a clean, targeted list of prospects; Qualified Leads adds our vetting and a first outreach so only interested contacts reach you; and the Full-Funnel Campaign handles everything, ads, emails, texts, and CRM automation, until leads are warm and ready to buy. Designed for SMBs, SaaS teams, and service firms, each package turns raw data into real conversations and steady revenue.
Predictive & Prescriptive Analytics
Predictive & Prescriptive Analytics turns yesterday’s data into tomorrow’s playbook for retailers, manufacturers, and service brands that live on tight margins. Our models forecast demand, churn, cash-flow, and inventory levels, then run “what-if” simulations that tell you exactly when to reorder, which customers to re-engage, or where to shift budget. Built-in price-elasticity analysis shows how a 1 % price tweak affects sales volume and margin so you can dial in the sweet spot and we roll those insights into a live GMROI calculator that reveals which products give the best bang for every dollar tied up in stock. The result: fewer surprises, smarter decisions, and higher profit per unit sold.
