“Data is key to us. It’s vital that we have visibility into the bids and a consolidated view. We needed a single Salesforce dashboard for bids, and effectively went from a two week manual process to a daily automated feed, which was a significant change, and the feedback has been tremendous.”
Chris Hammond
Business Need
- Streamline and accelerate executive decisions by unifying reporting across nine Salesforce instances deployed across multiple business units.
Challenges
- The manual process of bringing data in from multiple sources left executives with delayed and insufficient insights into high bid opportunities.
- 14 day process to develop code necessary to transfer and transform data.
- Loading and extraction of crucial sales data, including win/loss reports, prospect management and contract information between flat files and Salesforce.
- All data to go into one org for single BT Business wide dashboard
Solutions & Results
- Consolidate bid reporting into a single Salesforce dashboard.
- Provide bid data at the exact moment it is needed.
- Turn a manual process that previously took two weeks and considerable development into an automated daily feed.
- Automation of data feeds, data retention policies, housekeeping, etc.
Products & Services
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