By leveraging the newly customized Sales Analytics Dashboards, the sales teams were able to better manage pipeline, coach teammates to help hit their quotas, and gain insights into whitespace opportunities. Implementation of Einstein Discovery Opportunity scoring model & Collaborative Forecasting helped prioritize pipeline and better close deals. 

A Technology Consulting company lacked the ability to manage their team and individual pipeline and forecasting. Had multiple Quotas that made it hard to build out the necessary architecture within the Core SF Sales Cloud environment. No sense of confidence in their basic forecasting tool, which made planning and coaching difficult.

Revelation.AI implemented TableauCRM to help create the necessary data architecture and datasets to compensate for their complex business logic and quota process. Security Predicates were customized for the datasets to allow for role-based hierarchies and security. Einstein Discovery was utilized to provide Einstein AI-driven Forecasting.