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Forecasting improvement and Enhanced analytics for IT Consulting in banking working
CLIENT
The client represents IT Consulting in banking working with development and support of custom solutions for UK customers.
SOLUTION
Salesforce, Evaluators/Employees List, SWOT module, Objectives, Dimensions, Custom Dashboard, Tableau CRM.
The client represents IT Consulting in banking working with development and support of custom solutions for UK customers.
SOLUTION
Salesforce, Evaluators/Employees List, SWOT module, Objectives, Dimensions, Custom Dashboard, Tableau CRM.
The client requested to configure an account planning system using a Salesforce platform based on a business-specific approach and close deals’ sales methodology. According to the client’s business requirements, the Vimera team has developed a custom solution.
Evaluators List - a list of employees and interested parties with an assessment of their impact on work - was configured to estimate a Contact Health score based on the influence and loyalty levels. The results impact on records’ appearance in SWOT analysis. SWOT module with auto-generated elements and possibility allows manually adding a record in any category.
Objectives and Dimensions were implemented and configured. Objectives represent a list of goals to be done to reach a revenue plan. The evaluation helps add and decline records from SWOT analysis and affects the Dimension section – account evaluation based on the following parameters: Account Index, Wallet Share, Growth Potential, Account Health, Contact Health, Goal Progress, etc.
The Vimera team developed a Custom Dashboard. Originally, our client was not satisfied with the analytics inside the Salesforce platform. To address this challenge our experts offered the implementation of the Tableau CRM solution.
Objectives and Dimensions were implemented and configured. Objectives represent a list of goals to be done to reach a revenue plan. The evaluation helps add and decline records from SWOT analysis and affects the Dimension section – account evaluation based on the following parameters: Account Index, Wallet Share, Growth Potential, Account Health, Contact Health, Goal Progress, etc.
The Vimera team developed a Custom Dashboard. Originally, our client was not satisfied with the analytics inside the Salesforce platform. To address this challenge our experts offered the implementation of the Tableau CRM solution.
Forecasting improvement
Digitalization of account planning methodology allowed our client to significantly improve forecasting.
Enhanced analytics
Better control investments with increased ROI based on Tableau Analytics.
Digitalization of account planning methodology allowed our client to significantly improve forecasting.
Enhanced analytics
Better control investments with increased ROI based on Tableau Analytics.
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