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Cloud Insightz | CRM Analytics & Tableau | From Advisory to Adoption
Turn Salesforce data into decisions that drive growth
Overview
Salesforce users make hundreds of decisions every day — most without the data to back them up. We turn Salesforce data into decisions that drive growth: CRM Analytics, Einstein and Tableau, from data strategy to adoption. 40+ projects, 9 industries.
We strive to deliver solutions that your users actually use it. Analytics gets built into the workflow where the decision happens on a daily basis. Not just into dashboards nobody opens. True values shows through real adoption.
40+ projects delivered: Manufacturing, life science, software, financial services, logistics, retail and more. We've likely solved a problem much like yours, in a context much like yours.
Out-of-the-box accelerators that bring value quickly, with minimal configuration. Simple to integrate, easy for end users to adopt. Built on a scalable architecture, so they can be the starting point for your next CRM Analytics initiative.
Cloud Insightz is a Salesforce analytics specialist. We cover the full journey. Data strategy to advisory. Through building and on to the adoption work that makes it stick. Most analytics projects don't fail technically. They fail because the dashboards get built and nobody changes what they do on Monday morning. We work the other way round: we start from the decisions your users need to make, then build the analytics into the workflow where those decisions happen. How we work • We start from your success criteria, not a feature list, and scope a roadmap against realistic internal capacity and expected ROI. • We deliver iteratively, prioritising the use cases with the highest value at your current level of maturity. • We run a user feedback loop throughout the build, so solutions are adjusted and promoted while it still matters — not reviewed after go-live. • We stay until adoption is real, so the benefits outlast the project. What we bring CRM Analytics, Einstein and Tableau. Data strategy, semantic models, dashboards, prediction models, and out-of-the-box packaged accelerators built on standard Salesforce objects. 40+ projects delivered across 9 industries.
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- DanishEnglish