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: 

  1. User and Organization setup.
  2. Pipeline Management (Leads, Accounts, Opportunities, Contracts, Orders etc.)
  3. Campaign Management.
  4. CPQ (Configure, Price, Quote) Configuration.
  5. Price books & Catalogs.
  6. Data Import & Migration.
  7. Reports & Dashboards.
  8. Forecasting.
  9. Training & Adoption.

Salesforce Data Analysis

Implementation of Salesforce Analytics Cloud in South Africa in Megabytes Technologies (MBT):

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. Salesforce Analytics Cloud in South Africa's Megabytes Technologies provides Salesforce Data Analysis
Megabytes - Salesforce Analytics Cloud