Case study

Built Analytics capability

8/10 score on business performance prediction

Customer challenge:

The client was looking for insights in following areas:

  • Lead and opportunity scoring engine to evaluate strength of a given lead/opportunity
  • Account and opportunity insights: Real-time tracking of the developments on opportunity and Customer account
  • Real-time tracking of customer email and website-based communications to gain insight on customer engagement tracking
  • Customer journey Insights from the analysis of multiple customer touchpoints
Krios solution:

Krios put together Salesforce Einstein solution to cater to the business requirements. Our solution features included:

  • Setup Einstein organisation.
  • Setup API process for getting data from sales and marketing cloud.
  • Setup sales representative console using separate dashboard.
  • Setup of User Management functionality for primary user to create or deactivate secondary user for their territory.
  • Configuring Email templates, LWC pages, Flows, Process Builder.
  • Setup of auto deactivation process for inactive users after certain days.
  • Setup of reports for state users to access data within Salesforce.

Krios solution helped the client leadership and decision-makers in following areas:

  • Significant improvement in business performance prediction
  • Better insights through customized dashboards on customer segments, product performance, competitive analysis and market trends.