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 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.