Turning Salesforce Data into Clear, Actionable Insights
ABOUT THE CLIENT
Our client is a fast-growing organization that relies heavily on Salesforce. They had a lot of valuable CRM data, but getting clear insights from it was slow and complicated. They wanted a simple tool that business users could use on their own, without extra support.
THE CHALLENGE
Complex Reporting
Even with data available in Salesforce, turning it into useful insights was complex and time-consuming.
Manual Effort
A lot of manual analysis work was required, which slowed teams down.
Inconsistent Visibility
Different teams saw different versions of data, creating confusion.
Delayed Decisions
Important business decisions were delayed because insights were not readily accessible.
THE SOLUTION - INSIGHT BOT
Automated Data Analysis
Insight Bot automatically analyzes Salesforce data across Leads, Opportunities, Cases, and Contacts to detect trends, patterns, and highlights with no manual report digging.
Ask Questions in Simple Language
Business users can ask natural-language questions like 'Why did conversions drop last month?' and 'Which region has the highest opportunity value?' and instantly receive summaries, answers, and visual charts from real-time CRM data.
Ready-to-Share Reports
The bot generates clean, presentation-ready reports with charts, tables, and actionable insights suitable for leadership reviews and team discussions.
Tools & Technologies Used
OpenAI, FastAPI, GCP, React, and LangGraph.
THE RESULTS
Up to 60% Cost Savings
Less manual effort and lower dependency on complex reporting workflows reduced operational cost.
Up to 50% Faster Analysis
Analytics that previously took hours or days now takes minutes.
Improved Data Accuracy
Teams now work with consistent and reliable insights across the organization.
Faster, Smarter Decisions
Clear visibility into Salesforce data enables faster and more confident decision-making.
TOOLS & TECHNOLOGIES USED
Client
Testimonials
Explore Our Success Stories
Utility
Dynamic Flex ServiceScheduler for Managing Site-Based Service Requests
The Flex Service with dynamic UI empowered the client’s staff to efficiently manage services per site from a single interface. This led to:
- Faster quote finalization
- More accurate service scheduling
- Improved user satisfaction and operational agility
Utility
Call Attempt-Based Lead Disqualification & Campaign Prioritization
To streamline outbound calling efforts and improve lead management efficiency, we implemented a tightly integrated solution between Salesforce and Five9. The primary objective was to accurately track call attempts, automatically disqualify leads after a predefined threshold, and ensure consistent data across both platforms. This helped prioritize campaigns more effectively, reduce time spent on non-viable leads, and enhance overall data integrity. The result is a more focused sales process, with a clear, synchronized view of lead activity and status.