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Integration services for mass media and information firm

CLIENT

A Business-to-Business multinational mass media and information firm.

OPPORTUNITY

The client had various sales processes in their different departments. They were using several versions of Excel spreadsheets and salesforce reports to maintain their sales data. With this setup, the client was struggling to maintain a common source of truth.

In reaction, The cliented decided to integrate and organize the sales process; as well as make sure its different department’s individualized needs and overall KPI’s were being met.

SOLUTION

SG Analytics’ team started the assignment with requirement gathering from different teams such as campaigns managers, accounting team, business development managers etc to understand their unique processes and needs.

The team helped automate the generation of specific salesforce reports for each department to be created on a common platform to enable greater productivity and bring standardization across different departments within the organization.

The team facilitated the automation of monthly report downloading from salesforce specifically from the campaigns and accounting teams; The data was consolidated from different reports and excel files using Alteryx tool, which was then fed into Tableau.

The team next helped the client create various reports and dashboards on Tableau, specific to their organization KPI’s and enable them to track their processes.

Tools used:

Salesforce
Alteryx
Tableau

Value Delivered

►
1
Greater collaboration, transparency, and productivity within the different departments.
►
2
Monthly tracking of the organization-wide KPI’s to draw actionable insights, with drill-down capabilities to each department.
►
3
Better organized sales process.
 

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