STRATEGIC PARTNERS
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539 West Commerce Street, #249
Dallas, TX 75208
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6210 North Belt Line Road, Suite 150
Irving, TX 75063
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OnTarget Partners Advances with Automated Salesforce Reporting & Analytics
Solution Description:
Can you relate to spending hours buried in outdated spreadsheets, unsure if your data is complete or up to date? That was the reality for OnTarget Partners, a Texas-based business consulting and advisory firm specializing in advertising, marketing, and strategic growth initiatives. With 46 employees serving clients across the Southwest, OnTarget faced mounting challenges caused by M.E.S.S (Manual Efforts & SpreadSheets). This meant slow decision-making, duplicated effort, and limited visibility into team performance.
To break free from the M.E.S.S, OnTarget partnered with TAP Innovations. Together, we rolled out a phased and secure solution centered on automation, dashboards, and real-time insights through TAP’s Reporting & Analytics Solution™. By simplifying reporting and giving leadership clear visibility, OnTarget shifted focus from managing spreadsheets to engaging clients and driving results.
“Working with TAP felt like adding an extension to our team. Their Reporting & Analytics Solution gave us confidence in our numbers and the ability to make faster, smarter decisions,” said the CEO of OnTarget Partners.
Watch TAP Innovation Solutions in action!
Challenge:
OnTarget Partners experienced reporting frustrations that slowed decisions and strained client communication:
- Data living in disconnected spreadsheets created duplicate efforts.
- Limited visibility into prospecting activities across different teams.
- Delays in accessing accurate reports hurt client responsiveness.
- Leadership lacked real-time insights to guide team goals effectively.
TAP Innovations solved these challenges by automating reporting, ensuring accuracy, and delivering real-time data through our secure Reporting & Analytics Solution™. The result was faster insights, stronger client engagement, and an affordable path to improved productivity.
Accounts: OnTarget Partners
Website: www.ontargetpartners.com
Number of Locations: 4
Number of Employees: 46
Industries: Advertising, Marketing
Solution
Who knew that spreadsheets could feel like quicksand? For OnTarget, every step into manual reporting pulled the team further away from growth. With TAP’s Reporting & Analytics Solution™, the story changed:
- Faster and more accurate reporting fueled confident business decisions.
- Leaders gained visibility into team performance and goals, improving accountability.
- Time savings allowed teams to spend more energy on client engagement and strategy.
Today, OnTarget leverages smarter workflows and real-time insights to lead with agility and precision.
Learn more about TAP’s Reporting & Analytics Solution here.
Digital Tools:
Microsoft Power BI, Microsoft SQL Server, SSIS, SQL Server Integration Services
Integrated Systems
Categories: CRM
Brands: SalesForce.com, SF.com,
