The challenge
Native Salesforce dashboards couldn’t track KPIs across product lines, segments, and lead sources, with data spread across Salesforce, a call-center AI tool, and MailChimp.
What we did
- Secure Tableau connections to custom Salesforce objects for prospects, lead sources, appointments, and sales
- Custom dashboards for cost-per-lead, sales-lead index, and conversion by product line and segment
- Configurable filters by market segment, product category, and time frame
- Strategic guidance on data architecture and best practices
The results
The company gained the advanced analytics it lacked, could identify top-performing marketing channels, and made data-driven resource decisions across three product lines and multiple markets.
The output is extraordinary — it already surpassed our expectations.
Client, Home Improvement