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Performance Tracking

Let your team know what they need to achieve and how to get there by tracking firm-wide Key Performance Indicators (KPI’s) which can be fed into your reporting systems. Whether you want to raise loyalty levels, implement significant shifts in the image of the firm, or simply to encourage client facing staff to be more pro-active in managing the client relationship, KPI’s provide the framework.

To assist client facing staff in understanding the behaviours that need to change to improve service, CustomServe provides your team with fast, secure access to high volumes of frequently updated client feedback. This can be filtered to access information on individuals or teams and to track their performance against the firm’s performance.

E-Commerce Tracking

Don’t you want to know where your most profitable customers come from? With ecommerce tracking, you’ll know right where they came from so you’ll be able to brainstorm ways to find more. Nearly every report in Google Analytics can be switched to an ecommerce version so you can see exactly how you’re making money.


If you’re using AdWords, you’ll need to connect it to your Google Analytics account. AdWords has a wealth of data that you’re paying for, you need to make the most of it. If you don’t take the time to set everything up correctly, your paid search traffic can be reported as organic search traffic.

Data Analytics & Reporting

Reports can be segmented and filtered to reflect the needs of your business. Real-time views let you know which new content is popular, how much traffic today’s new promotion is driving to your site, and which tweets and blog posts draw the best results.

Data Activation

Make smarter marketing decisions. Google Analytics allows you to seamlessly activate your data to improve marketing campaigns and experiment with new channels and content.

Site Search

What if you could find out what people think is missing for your site? That’s easy. Just connect your Google Analytics account to your internal site search and you’ll have a list of every keyword people search for on your site. You’ll know exactly what they think is missing and what they have trouble finding.


Measuring the ROI of search traffic is great. But it’s even more important to measure the ROI of all your marketing campaigns. After all, you’re spending money and time on them. We need to know if it’s worth it.

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