The solution: embedded Tableau analytics on Salesforce

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To solve this, Biztory implemented a fully integrated Tableau+ analytics solution. The core of our approach was to seamlessly embed interactive Tableau dashboards directly into the Salesforce Lightning environment. This allowed GC America's teams to access critical data and insights without ever leaving their daily workflow.

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The solution delivered two key tools:

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• Executive KPI Dashboard: A comprehensive, single-source-of-truth dashboard for C-level executives. It provides a real-time overview of business performance by blending data from both Salesforce (e.g., pipeline value) and the Fluent SQL database (e.g., operational metrics).

• Sales Performance Tracker: A highly interactive dashboard for sales leadership and reps. It focuses on the sales pipeline, team performance, and results, providing a 360-degree view from lead to revenue, all powered by Salesforce CRM data.

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To ensure fast access, we used live connections to Salesforce for up-to-the-minute updates and scheduled extracts for the Fluent database. The dashboards were also optimized for both desktop and mobile access, ensuring key insights are available anytime, anywhere.

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The process: embedded analytics accelerator

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The project was a success thanks to a clear, agile Embedded Analytics Accelerator methodology. By structuring the implementation in phases, using two-week sprints to design, develop, and deploy functionalities, we ensured continuous progress and the flexibility to adapt to feedback.

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A key factor for success was the collaborative spirit of the GC America team, which included a database expert, a Salesforce expert, and a project manager. Their expertise and willingness to work together created a powerful partnership. A notable challenge was the time difference between our base in Belgium and GC America in Chicago. We overcame this by being flexible and available for meetings in the evenings to ensure smooth communication and progress.

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We were also proud to deliver more than was originally scoped. We created the entire data model in Tableau Desktop and integrated visit data from sales representatives, empowering GC America not only with dashboards but also with the foundation to build and analyze future data sets independently.

Key results: transforming data into embedded decisions

The implementation of the embedded Tableau dashboards led to several tangible results for GC America.

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• Real-time Insights: Leadership and sales teams no longer wait for static reports. They have instant, on-demand access to up-to-date performance metrics, allowing for immediate course correction.
• Improved Efficiency: By consolidating data and embedding dashboards into Salesforce, the time previously spent on manual data gathering and report generation has been drastically reduced.
• Proactive Decision-Making: The interactive and visual dashboards enable managers to quickly spot trends, identify bottlenecks in the sales funnel, and focus on high-impact areas.
• Empowerment of the Team: The Tableau solution provided a single, unified view of the business, eliminating data silos and fostering a more data-driven culture across the organization.

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The impact: a long-term partnership for data-driven excellence

The Tableau solution implemented by Biztory has fundamentally transformed how GC America's teams interact with their data. It has shifted the focus from merely reporting on past performance to actively using data to drive future results. The project was not just about delivering dashboards; it was about laying the groundwork for a more intuitive and proactive approach to business analytics.

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By providing a fast, secure, and user-friendly system, we've helped GC America establish a "single source of truth" that powers their executive and sales teams. This has positioned them for long-term success, turning data into their most valuable asset for competitive advantage.