Consulting for BI with Salesforce data
Improve customer relationships – with consulting on analysis, planning and reporting for CRM data from the Salesforce Cloud.
effective controlling through standardized reports for marketing, sales, e-commerce, after sales and service
multidimensional analysis of relational data from the cloud
expansion with additional data, for example from ERP, HR or financial accounting
Effectively use Salesforce as a data source
From CRM data to automated reporting with management-relevant insights
Salesforce is one of the leading providers of customer relationship management (CRM) and one of many cloud-based systems whose data is vital for companies. Salesforce allows you to manage customer relationships, direct sales processes, plan and automate marketing activities and improve customer service. This generates large amounts of data that you can use effectively with Bissantz.
Bissantz supports you in preparing your Salesforce data for analysis, reporting and planning. Together, we ensure a consistent data foundation, define relevant KPI along your sales and marketing processes and create transparency around pipeline, conversion and performance. This produces solutions that don’t just display data but deliver concrete management insights.
Data silos between Salesforce and other systems?
Salesforce data remains isolated and cannot be linked with ERP, finance or other systems? Our consultants design end-to-end integration processes and ensure your CRM data is available in a central data warehouse for company-wide analytics.
Insufficient reporting capabilities in Salesforce?
Standard reports and dashboards in Salesforce quickly reach their limits for comprehensive analysis. Our Salesforce business intelligence consulting shows you how to efficiently gain deeper insights and perform flexible ad-hoc analyses.
Missing data strategy for Salesforce analytics?
Uncertain how to use Salesforce data for business intelligence effectively? Bissantz helps you develop a suitable analytics strategy that goes beyond individual reports and is designed for lasting use – from data extraction through historization to visualization.
Market leaders and hidden champions trust us.
Bissantz solution for Salesforce analytics
Analytical customer relationship management with Bissantz
We unlock your customer, marketing and sales data – also using additional data sources, for example from HR management or accounting. This allows us to provide you with a holistic, analytical customer relationship management with data mining based on AI-supported evaluations of your CRM data.
With clearly visualized reporting from Bissantz, you can keep track of the most important KPIs and use them as a management tool, for example in the form of a management information system for the management board, supervisory board and shareholders – including concrete recomendations for action.
Marketing
Marketing departments use a variety of communication and advertising channels. The most important key figures for effective management are therefore often not obtained from Salesforce alone. With Bissantz, you can integrate all data and analyze it based on performance reviews and budgets for sales campaigns, advertising measures and media mix. You can identify successful product features, uncover gaps in the product range, shed light on your product portfolio and examine external data on market potential and shares.
Sales and e-commerce
Analysis, planning and reporting of sales data and evaluations of the online store are essential for the management of the entire company. Among other things, Bissantz enables contribution margin calculations, plan/actual comparisons and variance analyses. Using our planning functions, you can create sales- and the resulting production plans, check the suitability of the current planning procedures in case of excessive stock levels and simulate the effects of modified order limits.
After sales and service
Clear reporting and AI-supported analyses of service data from Salesforce and other data sources support you in ensuring long-term customer satisfaction. This allows you to plan capacities in the service area, decide on provisions for warranty and goodwill cases as well as criteria for goodwill. You receive insight into the training requirements of customer service personnel, derive specifications for documentation and design, for product improvements and new developments or manage the deployment of maintenance technicians.
FAQ – Frequently Asked Questions
Key information at a glance – answered concisely and clearly
Via modern ETL tools and interfaces – we select the appropriate method based on data volume, system requirements and infrastructure.
We develop solutions that enable all analytical methods, KPI and perspectives in sales controlling, marketing controlling, and all other functional areas. Whether sales pipeline, customer lifetime value, conversion rates, campaign ROI or service metrics – we consult individually according to your business requirements.
This varies depending on your specific requirements. With Bissantz, first fully functional use cases are typically usable within a few days.