Industry
Symphony Talent - Tableau Analytics
High – Tech
Products
Overview
- Symphony Talent is a US based recruitment & marketing CRM software/platform company that helps talent acquisition teams automate tasks and empower candidate interactions.
- They are a global leader in Employer Brand and Candidate Experience solutions for some of the world’s leading brands Product
- Employees Count : 400-500
- 170 active Salesforce licences and Inno Valley Works we are a proud support partner to them for the last one year.
Problem Statement
Symphony Talent was looking for a trustworthy partner for supporting the Salesforce data analysis.
- Analysing the current Salesforce data for quality and insights.
- Finding the Sales and products performance, and Sales Trend, Regions wise Sales.
- Visualizing the Risk & customer churn based on the renewals and products.
- Needed visibility on their customer migration and churn.
Our Proposed Solution - Consulting
Inno Valley Works Team started working closely with key stakeholders and business users and proposed below solution.
- Prepared the data sets based on the sales data.
- Connected all the sales data from account, Opportunity, Products, SDR’s, Sales Executives.
- Build the interactive dashboard with Sales pipeline, ACV by account manager/region/product wise deals closed won.
- Enabled filters for timeline on closed deals, sales owner / managers, type of deals.
- Established the report for the Specific product with renewal deals to measure the risk and customer status.
Result
- Leadership started following the Dashboards for sales pipeline.
- Quality data populated by the team for the reporting.
- Easy to measure the Sales/region/product performance and prioritize them.
- Helps to identifying the account needs more attention and reducing the churn.
- Stakeholders following the Dashboard and take data driven business decisions.