Graphically Represented Data Through Einstein Analytics

A Client is in the category of operable glass wall systems. They are the only source for a genuine glass wall solution, customized for Architects, Homeowners, and Commercial Businesses. They are a brand name that continues to lead in performance, beauty, and durability. Privately held with revenues over 60M per year. Multiple regional Sales offices, Sales Partners, and Installation Partners. Complex Custom CPQ processes and tools integrated closely with Salesforce.com CRM.

There was a massive increase in Client site Projects, and it was tough to identify each project’s headquarters, location and details. The client can now locate and define their Project details, across different locations.

We implemented an advanced approach that graphically represented this data through Einstein Analytics. In Einstein Analytics we created a Dashboard with multiple pages to segment the data effectively. Now the client can keep track of its site projects, locations, stages headquarter, etc. thus keeping its data up to date.

Business Challenges:

Our client required a well-organized and systematic solution to identify their project headquarters, stage, and location. It was very challenging to dig huge data and define single project details.

They also wanted to measure the number of projects under each headquarters and calculate revenue generation to boost their productivity.

A few challenges:

• Inefficient data visibility
• Lack of real-time insights
• Inflexible mechanism

Solution:

Salesforce®️ for Manufacturing Company is built on the Salesforce platform, with a robust ecosystem of Salesforce partners specifically trained to deliver and implement all our solutions. We empower you to transform the world on a scale never possible and make the world a much better place for us all. They needed to get all their data about their Projects into a central location to get a more precise and clear view, which would improve the organization’s overall business operations.

We are aware of how Manufacturing Company does business.

Case: Einstein Analytics Dashboards

• We implemented Salesforce Einstein Analytics Dashboards as a solution that helped them recognize their headquarters and projects associated with them. Our client can now easily track a headquarter account, the number of projects, and its progress detail.
• We also implemented a case management dashboard, which enabled them to monitor each case, view the service agent assigned, and so on. This dashboard also displays open and closed cases.
• Sales Dashboard was built to showcase their end-to-end the entire sales cycle. This helped them in finding out the success ratio and improvising administrative levels for greater outgrowth.
• To show the projects covering different locations/states we successfully created Custom Maps.
• We efficiently applied Security Predicates to ensure row-level security across the org.
• Static Steps and Selective bindings were applied to enhance the dashboard, i.e. if any account is selected all the filters will be applied in sync and show the granular details.

Benefits to client’s business:

• Implementation impact of the aforementioned challenges.
• These dashboards proved to be one of their most powerful tools to fill in all the gaps.
• They significantly improved their productivity. Their employees and managers can now track & manage the details with ease and be updated about any important deal and prioritize the next steps.
• The applied Solution has provided them with immense flexibility.
• Their worktime effort is also reduced as before they were dependent on manual mode, but we automated their mechanism, making their work very time efficient.
• They can now deep dive at a granular level and seek out new opportunities which would maximize their market profitability.