Salesforce Cloud
Analytics Cloud
Our typical Salesforce Analytics Cloud process starts with a Discovery phase where we gather requirements from the customer, and based on those requirements, an implementation plan is created. An implementation includes, among others:
- User and Organization setup.
- Pipeline Management (Leads, Accounts, Opportunities, Contracts, Orders etc.)
- Campaign Management.
- CPQ (Configure, Price, Quote) Configuration.
- Price books & Catalogs.
- Data Import & Migration.
- Reports & Dashboards.
- Forecasting.
- Training & Adoption.
Salesforce Data Analysis
Implementation of Salesforce Analytics Cloud in South Africa in Megabytes Technologies (MBT):
Data Integration:
Unified Data Sources: Integrate data from various MBT systems, including Salesforce Sales Cloud, Service Cloud, and external sources such as ERP, marketing platforms, and financial systems, into the Analytics Cloud. This creates a single source of truth for all business data.
Real-Time Data Sync: Utilize Salesforce's powerful data integration tools to ensure real-time synchronization of data, allowing MBT to analyze the most up-to-date information.
Customizable Dashboards:
Executive Dashboards: Create executive-level dashboards that provide high-level insights into key performance indicators (KPIs) such as revenue growth, customer satisfaction, and operational efficiency.
Departmental Dashboards: Design specific dashboards for different departments (sales, marketing, customer service) to track relevant metrics, such as sales pipeline health, marketing campaign effectiveness, and case resolution times.
Interactive Data Exploration: Enable users to drill down into specific data points, filter results, and explore trends directly within the dashboards, providing deeper insights without the need for complex queries.
Advanced Analytics:
Predictive Analytics: Use Salesforce Einstein Analytics to apply AI and machine learning models to MBT's data, predicting future trends such as sales forecasts, customer churn, and product demand.
What-If Analysis: Perform scenario modeling to evaluate the potential impact of different business decisions or market conditions, helping MBT make data-driven strategic decisions.
Custom Reports: Build custom reports that align with MBT’s specific business needs, enabling detailed analysis of metrics that matter most to the organization.
Collaboration and Sharing:
Team Collaboration: Share dashboards and reports across MBT’s teams, allowing employees to collaborate on data insights and align their strategies based on shared understanding.
Mobile Accessibility: Enable access to Analytics Cloud on mobile devices, so MBT’s executives and managers can review key metrics and make decisions on the go.
Data Annotations: Allow users to add annotations and comments to specific data points within dashboards, facilitating discussion and knowledge sharing directly within the platform.
- Salesforce Analytics Cloud in South Africa's Megabytes Technologies provides Salesforce Data Analysis