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
Tech Stack
- Salesforce Sales Cloud
- Analytics Cloud
- Einstein Prediction Builder
- Tableau
Project Highlights
- Unified Reporting Platform
- Improved sales forecasting accuracy by 10%
- Realtime Actionable Insights
- Reduced Churn Rate By 8%
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 Account and Opportunity pages, leveraged Salesforce CRM Analytics to build comprehensive dashboards capturing key metrics, utilized out-of-the-box templates for streamlined performance tracking, and developed custom prediction models to optimize analytics for trend detection and improved forecasting accuracy.
