- 67% improvement in reporting speed across client engagements.
- 9 hours saved per client each week by replacing manual data pulls.
- Cleaner, more actionable insights for RevOps training and consulting.
- Less back-and-forth on data quality; more time spent on recommendations.
Background
The Workflow Academy trains and advises teams on RevOps, CRM, and automation. Client success depends on turning complex business data into clear, compelling reporting and recommendations.
Challenge
Reporting lived across tools, CRMs, and spreadsheets, slowing delivery and adding friction to client work. Time was lost reconciling sources instead of shaping strategy.
Solution
Cerebro unified data into a single source of truth and enabled natural-language questions like “Show this quarter’s pipeline velocity by segment.” Teams produced consistent, trusted reports fast.
Impact
Reporting cycles became 67% faster, saving 9 hours per client per week. Clients got clearer insights, while consultants focused on higher-value strategy and enablement.
Next Steps
The Academy is scaling reusable reporting templates and enablement assets, putting instant, trusted insights at the center of every engagement.
