Our client deployed Salesforce sales cloud and service cloud to support their customer base in retail, small business, corporate, and investment clients.
Our client used Qlikview for enterprise analytics. Sales and service teams were looking for quicker insights and easy to use platform that can help make them informed decision. We helped the customer evaluate and implement Salesforce Einstein Analytics. We migrated their dashboards to Einstein Analytics.
SpringML developed dashboards focused around Banker Allocation of Revenue, Forecast data, Project Status Reporting, Staffing Expenses, and Pipeline. Security predicates based on the company’s hierarchy role ensured that bankers only have access to their relevant data within the dashboards.
October 22, 2021
October 21, 2021