CLIENT CASE STUDIES

Biopharma Manufacturer, Salesforce Intelligence Cloud and Analytics Development​

A Midsized Pharma manufacturer sought to support field sales and marketing activities by developing a dashboard in Salesforce Marketing Intelligence Cloud (Datorama) to visualize key performance indicators (KPIs).​

CHALLENGES

  • The company faced challenges in leveraging their investment in licenses for Salesforce Marketing Intelligence Cloud (Datorama) due to limited user knowledge and platform familiarity​
  • Monthly sales and marketing reports were being manually created, including manual data reformatting to fit reporting requirements​
  • Required guidance on configuring the platform in collaboration with their internal team​
  • Needed assistance with data integration and data mapping where applicable​
  • Sought support for training users on how to effectively use the system​

SOLUTION

  • Conducted workshops to gather and prioritize requirements​
  • Defined Business requirements​
    • Defined scope, priority, and key stakeholders for each Dashboard​
    • Reviewed Business objectives aligned with each dashboard​
  • Outlined Data specification​
    • Reviewed data sources and formatting​
    • Confirmed overall format of each dashboard element​
    • Mapped data fields from source system to dashboard elements​
    • Validated configuration items for accuracy​
  • Prepared comprehensive training material and conducted training sessions​

RESULTS

  • Activated a previously unused solution, enabling the company to realize value from their investment and integrate it into daily operations​
  • Enabled Global teams to create and deliver automated reports, providing visibility into sales and marketing KPIs​
  • Improved accuracy of KPIs due to streamlined data integrations and automated implementations​