Case Study: Salesforce Insights With Data Strategy

Salesforce Insights With Data Strategy

Major real estate investment firm, experiencing double-digit growth every year since inception, is tasked with implementing a best-practice data strategy to enable continued growth in the future. Tectonic assisted them to move to the cloud, adopt Google Cloud for analytics, and obtatin quicker, actionable insights with business intelligence. Salesforce Insights With Data Strategy.

Implemented – Case Study: Salesforce Insights With Data Strategy

The Problem:

Portfolio assets were split between six different property management platforms and visualizing company-wide performance metrics was a slow, manual process.
Management was slow to react to leading indicators of asset performance and property-specific events.
Customer data was decentralized across platforms and resulted in poorly targeted marketing efforts
Leadership requested help driving an improved culture of proactive decision-making, rather than reactive.

The Solution:

Using GCP BigQuery and Kubernetes, created data pipelines which consolidated the cross-platform data sources into a single data repository.
Platform-specific customers and metrics were standardized to enable consistency across entire portfolio.
During the data ingestion process, machine learning algorithms were used to scan the data for inconsistencies and actionable insights.
Enabled business intelligence, using Tableau, and empowered teams to analyze performance across entire company.

The Results:

Entire company performance is easily managed and maintained by a single, standardized and efficient process.
KPIs and actionable insights are automatically communicated to the responsible decision-maker as soon as new data enters the platform.
Customer data in each source is now mapped to a single source of truth, which enables targeted marketing efforts and full “360-degree-view” utilization.
Culture of proactive, data-driven decision-making swept across operations and marketing teams and continues to grow and improve other areas of the business.

Ready to explore a Salesforce implementation with BigQuery and Google Cloud for your firm? Contact Tectonic today.

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