Action dashboards for customer-centric sales in Salesforce Einstein Analytics

A heads-up view of sales performance, the funnel, and taking the right actions to move the right deals forward

« Back to Blog

Corios is a Salesforce Einstein Analytics & Discovery partner, and Salesforce Pardot partner, focused on driving business impact from analytics. We have worked with retail and commercial banks in the past on customer interaction optimization, and on how to move corporate-centric marketing to customer-centric marketing via personalization & optimization.

When Salesforce and one of their retail banking clients shared with us their desire for an action-oriented sales dashboard in Einstein Analytics, we understood immediately how this fits in the organizational evolution to customer-centric optimization and we know the process the organization needs to go through to migrate from ‘gut-level’ marketing to something more guided, analytic and most importantly effective.

What we will show you is how Corios has seen these action dashboards integrated into the branch operations, using roll-up to the enterprise level and down to the banker level.


Robin Way

The Founder and President of Corios, Robin’s professional passion lies in democratizing and demystifying the science of applied analytics. An established thought leader fueled with 30 years’ experience in the design, development, execution and improvement of applied analytics models, Robin welcomes every opportunity to move the analytics conversation forward.

Connect with him on LinkedIn , or reach out to Corios to get in touch.