Why Getting Insights from Your Data is Hard
Roger Mitchell
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You have tons of data and want to get insights from it that can drive decisions.
Maybe it’s deciding between two different paths.
Or, it’s deciding where to invest resources because you have bandwidth to improve or expand, and exploring the data can help figure out what paths exist.
The problem is that it’s harder to do this now than it needs to be.
Especially when you have all of these best-in-class systems like Salesforce, HubSpot, cutting-edge collaboration tools, and a bunch of naturally created data from emails and phone calls.
The reason why is because your teams are siloed.
People that specialize in a specific system are often looking at how to improve the data in that one system, as it’s what they know and can influence.
They might even take that to the extreme, building in validation that you must have either an email address or a phone number.
However, this approach misses the bigger picture.
How many phone calls are your sales and service teams on where those phone numbers don’t tie back to a record in CRM?
What about emails?
You can only figure that out if you look at the data from multiple systems.
Let’s say you’re trying to figure out efficiency or profitability per channel, per customer, etc.
This relies on more than just the data available in CRM.
It needs the supporting data from your:
- Finance system to attribute revenue
- Utilization of your people to attribute cost
- Assumptions made when you need to figure out how much time things take
But it’s 2025, and even with the uncertainty of tariffs and potential inflation…
It’s still cheaper than it has ever been to integrate your systems.
Before you do another one-off analysis that is patchwork in Excel or Google Sheets, ask yourself and the folks on your team a simple question.
“What if we took a week to get this data blended together so we can easily rerun this analysis whenever we want?”
TLDR: Insights from your data is way easier when you tie things together and have a bigger picture perspective. You don’t need to draw from your line of credit to make it happen, either.