Client Overview
A FMCG supply chain and distributor management company based in India that has 100+ distributors and 1000+ customers and uses Salesforce for business-to-business (B2B) ordering. The company needs an automated analytics solution to track salesforce performance and market trends.
Business Need
- To establish highly accurate performance tracking system for analyzing coverage & productivity of Tele Sales agents
- To analyze their sales data for a better understanding of their existing customers , product movement and placements to improve their business operations.
How Did We Help
- Cloudjournee’s data experts had a detail discussion with client’s technical team and analyzed the existing workflow, hierarchy & structure of data
- Processed, prepared and cleaned the data and joining them from multiple data sources in Quicksight Console as per the business requirements
- Added customized calculated fields for analyzing Productivity and coverage of sales and added interactive filters & actions to slice and dice visuals into granular insights
- Enabled ML algorithms to forecast and predict the future trends of sales in different geographic and product level
- Implemented Nearly Live Quicksight dashboard by scheduling data refresh on hourly basis
- Scheduled customized QuickSight dashboard email reports to authorized users
Benefits
- Tracking sales agent performance has been reduced from 5-10 days to < seconds
- Client was able to track regularly on new customers, their purchase trend and contribution in sales in seconds which saves days of manual effort
- Client’s reporting and sales tracking efficiency has been increased by 40% with fully automated reports and data flow
- Serverless and Pay-per-session pricing model reduces Overall TCO by 30%
