Client Overview
Industry
Software Development
Region
Germany
Company Size
1001-5000 Employees
Featured Solution
Migration - Salesforce Reports & Dashboards to CRM Analytics
About the Client
A global leader in enterprise open-source innovation delivers secure, reliable solutions across infrastructure, container management, edge computing, and AI. Trusted by over 60% of Fortune 500 companies, the client is listed on the Frankfurt Stock Exchange. With a deep commitment to open-source principles and active collaboration across partner and developer ecosystems, they’re enabling organizations to move fast today.
Manual Reporting, Limited Insights, and Slower Decision Cycles
The client was using Salesforce as their core CRM. However, their sales teams were relying heavily on standard Salesforce Reports and Dashboards, which introduced the following operational inefficiencies:
- Time-consuming and manual report generation cycles
- High dependency on teams for extracting and interpreting data
- Inconsistent data accuracy due to manual data handling
- Delays in sales decision-making and forecasting
With growing demands for faster, more accurate insights, they needed an upgrade that could keep pace with their strategic decision cycles.
Reporting Gaps That Stalled Revenue Momentum
The time-consuming process of generating reports and insights proved to be resource-intensive and introduced the risk of inaccuracies in their data analysis. Leading to:
Slower Sales Cycles
Manual reporting meant sales managers waited days for updated metrics, delaying pipeline reviews and forecasting.
Lost Productivity
Analysts and CRM admins spent excessive time compiling reports, leaving little room for strategic analysis.
Data Mistrust
Inaccurate or outdated reports led to second-guessing and misinformed decisions.
Limited Agility
Leadership lacked real-time visibility into performance trends, making it harder to respond quickly to market shifts.
From Static Dashboards to AI-Powered Analytics by Grazitti
Following a strategic assessment of the customer’s objectives, Grazitti’s Salesforce experts recommended the integration of CRM Analytics (formerly Einstein Analytics) into their reporting process. Upon the customer’s approval, a tailored migration roadmap was developed and executed, centered on driving automation, enabling interactive dashboards, and unlocking AI-powered insights.
What We Delivered:
- Data Mapping and PreparationWe analyzed the customer’s data structure, relationships, and relevant key performance indicators. This enabled us to map data from existing Salesforce Reports and Dashboards to align with the data model in CRM Analytics.
- AI-Driven Data PreparationWe enabled CRM Analytics’ AI-driven data preparation tools to automate data cleansing and transformation processes. Advanced algorithms autonomously detected and resolved data quality issues.
- Dashboard and Report RedesignWe redesigned their existing Salesforce Reports and Dashboards with CRM Analytics’ interactive visualizations, dynamic charts, and graphs for data visualization.
Measurable Impact Delivered
After successfully eliminating manual processes of generating insights, the customer realized replaced manual data extraction and formatting workflows, significantly accelerating report turnaround. The NLP capabilities of Einstein Analytics allowed their sales teams to ask questions about data using natural language queries.
Highlights
60% Reduction in Report Generation Time
Enhanced Reporting Accuracy
Higher Data Analyst Efficiency
Improved Sales Decision Velocity
Conclusion
By leveraging CRM Analytics and its AI-driven capabilities, we transformed the customer’s data reporting process. Our comprehensive data mapping and preparation laid a strong foundation for clean, reliable data aligned with the CRM data model. Enabling AI-driven data cleansing significantly reduced data quality issues, while the redesigned dashboards provided intuitive, interactive visualizations that empowered users.
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