Enhancing Data-Driven Decision-Making with Salesforce CRM Analytics
Quick Glimpse
We collaborated with a leading telecommunications provider to transform their data visualization and analytics capabilities by implementing Salesforce CRM Analytics, enabling comprehensive data views and facilitating better decision-making across the organization.
Business Impact
- Our solutions consolidated fragmented reporting systems into a unified platform, providing real-time actionable insights, improved sales forecasting accuracy by 10%, and enhanced customer behavior analysis, leading to informed strategic decisions and optimized business outcomes.
Tech Stack
- Sales Cloud
- Analytics Cloud
- Einstein Prediction Builder
- Tableau
Project Highlights
- 15% ↓ in Manual Intervention
- ↑ Customer Experience
- 10% ↑ in Revenue through Cross-Selling and Up-Selling
- ↑ Customer Loyalty
Industry
Telecommunications
Challenge
The customer faced challenges with fragmented reporting across multiple platforms, limited data visualization capabilities, and difficulties generating actionable insights on customer behavior. Additionally, forecasting relied on data from various systems, leading to inefficiencies in strategic planning.
How we helped
We implemented a Customer 360° view by incorporating insightful report components on the Account and Opportunity pages. We leveraged Salesforce CRM Analytics to build comprehensive dashboards capturing key metrics. We utilized out-of-the-box templates for streamlined performance tracking. We also developed custom prediction models to optimize analytics for trend detection and improved forecasting accuracy.
