We empower SMBs to streamline reporting, optimize workflows, and unlock actionable insights—helping to save time, make confident decisions, and drive growth.
Our Mission
To empower small & medium-sized businesses (SMBs) by streamlining reporting to deliver actionable insights and by helping build or optimize tools and workflows across internal systems—like Salesforce & HubSpot—saving time and making data-driven decision-making effortless.
What We Do
Custom Reporting & Dashboards
Analytics Strategy
Tools & Automation
Workflow Optimization
Ongoing Support
The Pivet Formula
01.
Discover
We begin by understanding your business objectives, systems, and pain points. This phase is about listening, learning, and identifying where data and workflows can create the biggest impact.
02.
Design
Next, we craft tailored reporting and workflow solutions. Whether it’s dashboards, process improvements, or automation, we design with usability and long-term value in mind.
03.
Deploy
We implement solutions with minimal disruption to your team, ensuring everything integrates seamlessly into your existing systems—so you see value faster.
04.
Drive
Implementation is just the start. We continue to support, refine, and optimize, helping your business adapt, scale, and unlock new opportunities as you grow.
Would you like to start a project with us?
What are your goals? Let’s turn them into actionable solutions.