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Discovering Data Through Dynamic Dashboards

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Our Salesforce AppExchange Score
4.7
5
As of June 3, 2021
Client
Ross Video
Industry
High Tech
Employees
501-1,000
Implementation
Sales Cloud
Client
Ross Video
Industry
High Tech
Employees
501-1,000
Implementation
Sales Cloud
Introduction

Having worked with Nubik on a number of successful projects, the client came to us again with a plan to add Tableau CRM (formerly Einstein Analytics) to their existing Salesforce implementation. They wanted to be able to continuously monitor their sales activity to gain a better understanding of key metrics, including sales performance, product marketability, and win rates.

Solution

Our history of success working with the client enabled consultants from Nubik to spend more time workshopping Einstein Dashboards to fine-tune the implementation. The client already trusted our team’s instincts and skillsets, so it was quick and easy to obtain precise feedback on how they wanted their system to look and feel.

“Nubik is an excellent partner. We have used them on several engagements. They are responsive, detailed and work hard to understand your requirements to deliver effective solutions to business challenges. Highly recommend.”

Sheldon Speers Ross Video
Sheldon Speers
VP, Global Sales
Ross Video
Results

By identifying desired metrics and reviewing underlying data early, the client was able to obtain a system that could leverage their data quickly and efficiently. The team at Ross can now make informed strategic choices, determine the best time of year to promote specific products, review sales rep performance, highlight win rates, forecast with greater accuracy and pursue opportunities with excitement.

About Our Client

Ross Video powers video productions for billions of daily viewers around the globe with the industry’s widest range of smart production solutions. Ross owns its own manufacturing facilities, conducts primary research and development in-house, and markets products internationally through a global sales force and network of business partners.

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