We Know CRM Analytics
As Salesforce analytics consulting pros and certified CRM Analytics experts, we unlock our customers’ data to surface insights where users actually work — across sales, service, and marketing. Our strategic approach delivers on your unique business needs and outcomes by combining deep Salesforce implementation experience with data science innovation and best practices. We enable you to:
- -> Provide personalized insights that drive the next best action for your sales, service, and marketing teams.
- -> Apply specific enhancements to realize greater internal adoption by focusing on measurable processes, resulting in effectiveness and efficiency.
- -> Apply AI to operationalized use cases, driving immediate impact and freeing up your team to execute on strategic, valuable activities.
- -> Pinpoint ways to enhance your underlying business processes and Salesforce configuration.
Implementation
Our standard implementation typically runs 8-9 weeks and delivers 2-3 dashboards with up to 30 total lenses. Examples of these types of projects: sales performance dashboards for both reps and managers; insights for financial services customers across book of business, calling activity and pipeline for a single business unit; an agent performance dashboard plus an organization service performance dashboard.
Custom Implementation
One-size-fits-all isn’t always the case. Naturally, not everyone will fit into a pre-configured pattern or implementation engagement.
For those instances in which something custom seems to be the path forward, our team will work with yours to understand areas of complexity, map out scope, and produce an estimate that aligns with your business needs.
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CRM Analytics Accelerators
We believe in intelligent systems — systems that integrate descriptive, predictive, and prescriptive insights into the day-to-day processes of users. Our team has been designing and implementing these systems across the vast majority of our projects, giving us a unique perspective on what works and what doesn’t, and where businesses are seeing the greatest value from certain types of insights. That’s where our CRM Analytics accelerators come into play.
After years of building solutions on CRM Analytics, we’ve developed a way to build solutions more quickly without sacrificing quality or complexity. Our accelerators depend on many of the same principles as the pre-built CRM Analytics Apps, with a few key differences:
We’ve created everything at the component level, so you pick and choose only the components that best fit your business. We take the component concept down to individual lenses, as well as data recipe and underlying data architecture patterns.
We’ve decoupled the hardwiring between UI components and data components. Your Salesforce org is unique, so we’ve built our accelerators on a common set of API names, which means they can be adjusted to work with your data in the necessary form.
Accelerator out of the box or custom, we can help. If we don’t already have an accelerator that suits your use case, our team is skilled and experienced in customizing an ideal solution for your business.
Analytics That Leverage the Power of Einstein
Experience Design
Our user-centric approach to design includes:
- Personal identification
- Path of inquiry
- Visualization wireframing
- Data design
Agile Insight Creation
Insights as fast as you need them. Here’s how:
- Data foundation
- Iterative development and testing
- Collaborative review
- User acceptance
Embedded and Actionable
Convenient and intuitive, you’ll get:
- Insights in users’ everyday workflow
- Pre-filtered to the logged-in user
- Underlying action framework to drive meaningful ROI
Analytics That Leverage the Power of Einstein
CRM Analytics is not only useful for building insightful, actionable dashboards; it’s also a perfect way to incorporate powerful predictive insights into dashboards. At Atrium, we don’t believe these are separate decisions. If your dashboards don’t have some predictive elements (or you don’t at least have it on your roadmap), you’re behind the curve.
Our goal is to build you the descriptive insights you need, but also take advantage of the power of Einstein Discovery to create predictive models to supplement those insights. Are you planning to create a dashboard focused on pipeline? Make sure you have a plan to incorporate an initial opportunity scoring model to help guide your sales team. Looking for dashboards to visualize your lead conversion funnel? Don’t build it without planning for a light propensity-to-convert model for those leads. Getting started with Einstein Discovery in tandem with your dashboards will help ensure you don’t find yourself behind your competitors when analyzing your data.
Tableau and CRM Analytics: Which is Right for You?
CRM Analytics and Tableau? CRM Analytics vs. Tableau? Many Salesforce customers still have questions when it comes to which tool (or combination of analytics tooling) is right for them. Written by analytics experts at Atrium, this whitepaper takes a use-case-by-use-case approach in demystifying the two analytics tools and helping you understand the consideration for each.
Ready To Talk?
Let’s discuss your goals and how we can help you achieve them with Salesforce CRM Analytics consulting.