Einstein Dashboard and Mobile App
Implementation

Introduction

Industry

Manufacturing

Products

Sales Cloud and Einstein Analytics Plus

Capabilities

Build and Implement

Our Client is a US-based company that manufactures solar control glass, fire-resistant glass, and various other products. They also manufacture and supply these glasses to other industries and homes in the US and Canada. They also provide the servicing of these glasses to polish them regularly, along with other maintenance.

Project Challenges

Project Challenges

The client wants us to implement a system with which they can provide better service. To make this procedure much progressive they want to create Salesforce application and in that implementation of:

  • Separate dashboards for their fields: Their team had three main fields:- Sales, Service, and Marketing. They wanted to have different dashboards for each field to show multiple comparisons in each dashboard. Apart from that, they also wanted a separate dashboard for administration.
  • Filter changes by the users:  They wanted that the filters on dashboards should be locked or hidden so that users cannot change them, they wanted it to be fixed for every member of the department.
  • Sales data management: They wanted to have a complete view of their sales data & they also required to analyze the sales data coming from different objects in a single place in order to help them compare their sales performance as well as identify the improvement areas.
  • Restricting access to the dashboard:  They wanted the dashboards to be accessed by their respective departments only, not with everyone in the company.
  • Identify the sales figures: They wanted the admin dashboard to be able to access the location of maximum sales from map view within the dashboard. They wanted to have a comparative analysis of their accounted & un-accounted sales & also targeted & actual sales numbers. Apart from this, they were also looking to analyze their categorized product sale.
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https://cyntexa.com/wp-content/uploads/2020/06/After-Einstein-Analytics-Implementation-320x320.png

Project Solutions

Project Solutions

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We implemented the following solution to overcome the above challenges for our client

  • Designed dashboard: The widgets which we created from queries can be used in the future also. We created four different sets of widgets and a template for each dashboard which included two dashboards for the Sales department, and one-one each for marketing and admin departments.

Project Results

Witness the increase in productivity and reduction in time upon successful delivery of the project.
Sales improved in the last quarter by
37%
Saved the time of Sales and Marketing executives by
80%
Time reduced in managing dashboards by
60%
Mobile version of Dashboards increased productivity by
75%

Client Review

100% positive results.
We found the team attentive to all our needs. The results were satisfying. The delivery of the project was also on time. Happy to work with Cyntexa.

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