Data & Analysis – Unlock the Power of Insight

Westbrook’s Data & Analysis solution helps organisations transform raw information into strategic advantage. Using Salesforce-native tools like Tableau and Data Cloud, we connect, organise and activate your data — giving every department access to the insights they need to make better decisions, faster.

Make Data Work for Your Business

Data is only valuable if it’s accessible, connected and actionable. Westbrook’s Data & Analysis solution unifies your business data, whether it lives in Salesforce, ERP systems or elsewhere — and puts it to work.

By leveraging tools like Tableau and Data Cloud, we help you build a single source of truth across sales, service and marketing — powering smarter forecasting, faster reporting and more effective performance tracking.

How Data & Analysis
Drives Growth

From Raw Data to Real-Time Decisions

We implement scalable data strategies that bring together siloed information and unlock meaningful patterns. With Tableau, teams gain visual, interactive dashboards that show the metrics that matter — in real time. With Data Cloud, we help you centralise customer and operational data to create accurate, dynamic profiles that fuel engagement and growth.

AI-Powered Forecasting & Predictive Insights

Using Tableau Next, Westbrook delivers AI-driven analytics that go beyond reporting. Predict trends, detect anomalies, and receive intelligent recommendations — all embedded within your daily workflows. Our approach ensures every business user can make smarter decisions with confidence, not guesswork.

Tools That Power Our Data & Analysis Solutions

We combine deep Salesforce expertise with powerful analytics platforms to tailor the right solution for your business needs.

Tableau & Tableau Next

Visualise performance, automate reporting and access predictive insights with Tableau’s intuitive dashboards and AI-powered analytics.

Data Cloud for Salesforce

Connect data from multiple sources into a single, unified profile — empowering your teams with a real-time, 360° view of every customer and every process….

Data Migration & Integration

Our experts integrate data seamlessly across your Salesforce, ERP, finance and marketing systems — unlocking cross-functional insights and eliminating manual processes.

Tableau & Tableau Next

Visualise performance, automate reporting and access predictive insights with Tableau’s intuitive dashboards and AI-powered analytics.

Data Cloud for Salesforce

Connect data from multiple sources into a single, unified profile — empowering your teams with a real-time, 360° view of every customer and every process….

Data Migration & Integration

Our experts integrate data seamlessly across your Salesforce, ERP, finance and marketing systems — unlocking cross-functional insights and eliminating manual processes.

A Strategic Advantage for Every Department

Our Data & Analysis solutions bring measurable value to every team in your organisation.

Sales

Forecast more accurately, track conversion performance and identify high-value opportunities through dynamic pipeline analytics.

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Customer Service

Monitor trends in service requests, resolution times and satisfaction scores to continuously improve CX.

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Marketing

Use real-time campaign analytics, audience segmentation and ROI metrics to drive higher engagement and better results.

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Operations & IT

Visualise system performance, automate compliance reports and ensure reliable data governance.

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Did You Know?

Results That Speak
for Themselves

Businesses that use Tableau and Data Cloud report up to 29% improvement in forecast accuracy and significantly faster decision-making cycles.

(Source: Salesforce Customer Success Metrics, salesforce.com)

Real Results from
Insight-Driven Businesses

Professional Services Organisation

- Anonymous

“Westbrook is our preferred Salesforce partner and have worked alongside our business to understand all our needs for a long time. They go above and beyond what you would expect from a normal Salesforce partner. I would wholeheartedly recommend them to anyone.”

Verified 5-Star AppExchange Review

- Anonymous

“The team at Westbrook are great. There are many partners that have Salesforce knowledge and could do the job, but its the team of people that set them apart. Nick, Ayse and Steve are what makes us come back to Westbrook again and again.”

Healthcare and Life Sciences Organisation

- Anonymous

“Westbrook have been brilliant to work with on our project – 5 stars across the board. They really understood our business, challenged our thinking and delivered ahead of time and budget. We are already starting the next phase with them!”

Healthcare and Life Sciences Organisation

- Anonymous

“Westbrook quickly understood our needs as a non profit organisation and built a plan that would allow us to meet our goals on time. The team were very helpful in fleshing out the details of what we wanted from a CRM.”

Service Cloud, Non-Profit Cloud

- Anonymous

“Westbrook is a wonderful organisation, they looked after us from start to finish. We are now at the stage where if we need any changes we go to them and they happen quickly. Westbrook really wanted to learn our process and see how they could get Salesforce to work well for us.”

Public Sector Organisation

- Anonymous

“Westbrook is excellent at capturing requirements and has an implementation team who were very easy to contact and speak with. Westbrook is good at changing requirements mid development when business practices not fully reflected in capture process.”

RPS

- Rick Russell

Chief Operating Officer

“With membership expanding, one of the biggest challenges was coping with the scale of communicating and marketing to each member individually every time they signed up or needed to renew their membership…”

RPS

- Rick Russell

Chief Operating Officer

“Embarking on this programme gave us the opportunity to reimagine and re-engineer the entire process…”

RPS

- Rick Russell

Chief Operating Officer

“When you look at the capability of Salesforce beyond CRM it opens up opportunities for the future…”

Financial Services Organisation

- Anonymous

“Again the Westbrook team was more than patient with our lack of focus. They stopped all other work to give this their full attention. Delivered as quickly as possible.”

Financial Services Organisation

- Anonymous

“Support from Westbrook has been great. Their attention to detail and recommendations have been very helpful. We have several areas that leverage our weekly stand-up with them and has proven to be very effective!”

Financial Services Organisation

- Anonymous

“The support process was key for ongoing questions and direction. The Westbrook team handled and communicated very effectively. Their expertise and recommendation were very helpful.”

Daily Mail

- Anonymous

“We required blended resources that could carry out the functions of Business analysis & Technical Design, who could dovetail closely with DMG’s Solution Architects & the Developers/Administrators. This required not only the skills but the right personalities, which Westbrook worked hard to ensure was matched well.”

The Prostate Project

- Katherine Hammersley

Charity Secretary

“Westbrook’s expertise and personal coaching transformed our Salesforce environment into a valuable business tool. We now have a robust, secure system that is GDPR compliant and a safe pair of hands for our data management needs.”

Circet Home

- Lynn Anderson

Operations Director

“We are now operating 125% more than we were pre covid on our job numbers. We have increased one job per engineer per day. We believe there are another 20-30% opportunities out there that we aren’t capturing at the moment. We are on a significant recruitment drive to add 50-100 engineers to our team.”

Circet Irl & UK

- Dave Brazewell

Technical Director

“With Westbrook and their experience in the platform, they helped us through the RFP process. We wanted to be able to develop things quicker, more clicks, less code, utilise reporting to help us to understand the performance of the product for SLAs and KPIs but also how to tweak and refine these parameters around optimisation.”

The Prostate Project

- Katherine Hammersley

Charity Secretary

“Westbrook worked with our small charity to ensure we have a fit-for-purpose donor database, which is now far more streamlined and efficient. Due to the brilliant work the Westbrook consultant has done, we are now in the position to use the database as an effective tool to review and plan fundraising strategies, manage effective donor relationships, and safeguard our data—something we’ve never been in the position to do before.”

JANES

- Emma Oakes,

Head of Sales Operations

“Westbrook has become a natural extension of our team, providing highly qualified resources who understand our business. Their proactive approach and personalised service have been essential for our operational efficiency. We trust Westbrook to have our best interests at

CAPITA

- Steve Allan

Marketing Manager

“Support from Westbrook has been great. Their attention to detail and recommendations have been very helpful. We have several areas that leverage our weekly stand-up with them and has proven to be very effective!”

MSQ

- John Smith

Senior Manager

“Westbrook is a wonderful organisation, they looked after us from start to finish. We are now at the stage where if we need any changes we go to them and they happen quickly. Westbrook really wanted to learn our process and see how they could get Salesforce to work well for us.”

Blogs / news

Insights from the Westbrook Team

Stay up to date with the latest thinking on data strategy, analytics tools and Salesforce innovations.

How to unlock the power of AI to drive sales

Unlock Sales Growth with AI-Powered Product Recommendations

by GiuseppeSchiorlin

Supercharge Your Customer Service with AI – How Salesforce Agentforce & Einstein Copilot Can Transform Your Business

by GiuseppeSchiorlin

How to unlock the power of AI to drive sales

Unlock Sales Growth with AI-Powered Product Recommendations

by GiuseppeSchiorlin

Supercharge Your Customer Service with AI – How Salesforce Agentforce & Einstein Copilot Can Transform Your Business

by GiuseppeSchiorlin

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