The Sales Reports You Want vs The Sales Reports You Get (video)

Jimmy LutzBig Data & BI, Offerings, Problem Solved, SalesforceLeave a Comment

Leadership at a large media and entertainment company with over 2,500 sales-focused users was receiving standard sales reports through Salesforce. Managers could not easily view data for each user in the same format as the rolled-up reports, and individual users could not see their own data the way their manager could. This meant that there was a constant disconnect between how leadership managed the business and how individual contributors tracked their own results. The popular business intelligence tools oversimplify the data or create basic dashboards, which did not meet the client’s needs. Working closely with our client, we developed a … Read More

Nonprofit Theater Keeps the Film Rolling with Salesforce

Jimmy LutzProblem Solved, Salesforce, SMBLeave a Comment

A non-profit organization that shows classic, foreign, and indie films use Salesforce to track memberships and yearly festival pass purchases. The original configuration struggled to track people and households that passed through their theater, leading to extra manual work. They also needed a better way to track and report on membership and renewal campaigns, to improve business performance. Our team upgraded them to and customized the latest version of the Salesforce Nonprofit Starter Pack to deliver a comprehensive tracking and reporting system aligned with their business and community needs. The new system more effectively tracks and manages membership, donations, and … Read More

Healthcare Research Firm Uses Enhanced Reporting to Improve Service Delivery

Jimmy LutzProblem Solved, SalesforceLeave a Comment

A healthcare research organization needed to better track invoices from project awardees, along with research metrics from multiple groups. Their manual data collection and analysis were disjointed, prevented the timely allocation of resources, and cost too much time. Out-of-the-box Salesforce reports and tracking were not meeting their needs. Our team built a custom application within Salesforce to track invoices and pull together other key data from across the organization. With their data now being logged within Salesforce, reporting became supercharged. The process that previously required multiple email approvals and attachments, now is automated, making critical financial and research reports readily … Read More

Public Transportation Authority Jump-started with Salesforce Nonprofit Starter Pack

Jimmy LutzCloud and Virtualization, Problem Solved, SalesforceLeave a Comment

A local transit authority and provider of public transportation needed online capabilities to manage their routes, riders, and inventory. In addition, their eCommerce and shopping cart capabilities needed to integrate with their transportation platform. M&S Consulting was able to help meet their needs through Salesforce, by customizing a solution specifically for their needs. Drivers now have a tablet mounted by their seat to access a Salesforce instance containing route and rider information. This enables drivers to be aware of the passengers riding their buses, including their booking reservations, pickup points, special seat arrangements, and, importantly, when they enter and exit … Read More

Nonprofit Supporting Survivors of Human Trafficking Gains New Clarity from Salesforce Implementation

Jimmy LutzBig Data & BI, Problem Solved, SalesforceLeave a Comment

Supporting Survivors of Human Tafficking

An East Coast-based nonprofit organization tracked all their interactions with donors and people in need using an antiquated web page, which made reporting nearly impossible. They also needed a better way to track employee hours, volunteer hours, and services provided to those in need. Finally, they needed a way to gain visibility into how to improve their services. Our team volunteered to customize the Salesforce Nonprofit Success Pack to better suit the needs of the nonprofit. We provided a comprehensive reporting system, time tracking with approvals and a way to show how they support their clients over the years with … Read More

Enabling University Students to Share Experiences From Outside the Classroom

Jimmy LutzBig Data & BI, Higher Education, Problem Solved, SalesforceLeave a Comment

How do you help students share their experiences

Universities strive to build strong connections with every student and deliver an unparalleled education that combines classroom learning with real-world experiences and self-discovery. Our client, a top 50 liberal arts university, embarked on a project to meet this need with a new hybrid program. Their plan was to use Salesforce to track the many interactions that students had with mentors and faculty, as well as to provide a platform for reflecting on experiences and opportunities that happened outside the classroom. Efforts prior to our involvement resulted in fundamental challenges, including difficult navigation, limited reporting capabilities, and a lack of alignment … Read More

Monitoring Employee Productivity and Welfare

Jimmy LutzBig Data & BI, Business Strategy, Problem Solved, SalesforceLeave a Comment

reporting on employee well-being

During normal operations, a mid-sized consulting firm needs to track and report on several different parameters regarding their employees. The disparate data on employees reside in several different systems, making access, and review a time-consuming process. As the COVID-19 event unfolds, the company’s managers find themselves needing more data points for evaluating and monitoring employee productivity, morale, and efficiency. Several new fields are added to the various systems, many of which will remain after the pandemic is resolved. While this provided useful data points, it exacerbated the challenge of having multiple systems. Using a tool that we created, our team … Read More

Creating Useful Reports by Combining Salesforce and Financial Data

Jimmy LutzBig Data & BI, Case Studies, Offerings, Problem Solved, SalesforceLeave a Comment

We can help combine your separate data

Problem Solved: short stories about helping our customers solve their IT challenges. A wireless telecommunications provider uses Salesforce as their CRM platform and requires a high degree of sophistication in order to meet their reporting needs. Out-of-the-box reporting capabilities in Salesforce were not able to combine Salesforce and financial data in a way that executives needed on a regular basis. Our implementation of Tableau is able to integrate the data their leadership needed out of both systems, enabling robust reporting with simplified views that are exported to Microsoft PowerPoint and delivered to executives on a weekly basis. As a result, … Read More