Power BI for Salesforce: 10-Day Proof of Concept

There’s a lot of data in Salesforce but it may not be presented in a way that helps Sales Management focus on the insights that matter - combining with an interactive visualisation tool like Power BI offers a chance to investigate the data to find patterns and insights that direct attention to where the greatest value is.

Thorogood’s consultants will combine industry experience with technical excellence to build a proof of concept (PoC) Power BI application that will allow you to investigate patterns and trends in your Salesforce data, from a high-level overview, down to individual details.

Using our Iterative Dashboard Methodology, we’ll work closely with key stakeholders to deliver dashboards that align closely to your specific business goals.

Agenda

• Kick-off session to outline the objectives, timeline, ways of working, and plan for the PoC
• Review the business process with stakeholders to understand the business objectives
• Facilitate an inspiration session, guided by the defined business goals, to explore the art of the possible, while leveraging Thorogood’s proven industry experience and sample Power BI applications
• Create a first draft of the Power BI application leveraging the outputs from the inspiration session while using your real Salesforce data
• Run rapid iterations of build work, dashboard design and stakeholder review to create a final Power BI application answering the key business objectives
• Final PoC review session to handover application and provide recommendations

Is it for you?

• Do you want to better understand your CRM data?
• Would you benefit from having better insight into your sales opportunity pipeline?
• Are you struggling to identify which opportunities, campaigns, or leads could benefit from more focus?
• Would interactive reporting allow you to better drive sales or marketing meetings?

The estimated price is based on Salesforce implementation complexity and specific reporting goals.