Salesforce Consulting and Implementation
A sales team flying blind. Tableau is not integrated. We fixed the visibility problem.
A sales team flying blind. Tableau is not integrated. We fixed the visibility problem.
Fixing a broken Tableau CRM integration and driving real adoption so DMG's sales and management teams could finally see their own pipeline.
Fixing a broken Tableau CRM integration and driving real adoption so DMG's sales and management teams could finally see their own pipeline.
Overview
01
A US-based provider of facilities maintenance and management services, operating across commercial and institutional sectors.
A US-based provider of facilities maintenance and management services, operating across commercial and institutional sectors.
About
About
Client: DMG (Divisions Maintenance Group)
Client: DMG (Divisions Maintenance Group)
Industry: Facility management
Industry: Facility management
Location: United states
Location: United states
Scope of work
Scope of work
Tableau CRM integration fix with Salesforce Sales Cloud
Tableau CRM integration fix with Salesforce Sales Cloud
Custom dashboard design for sales and management
Custom dashboard design for sales and management
User adoption programme for sales and marketing teams
User adoption programme for sales and marketing teams
Integration coordination with EDW and Dialpad
Integration coordination with EDW and Dialpad
Agile delivery with EST-aligned offshore support
Agile delivery with EST-aligned offshore support
Tech stack
Tech stack
Salesforce Sales Cloud
Salesforce Sales Cloud
Tableau
Tableau
CRM Custom Development
CRM Custom Development
REST Integration
REST Integration
Dialpad Agile / CI/CD
Dialpad Agile / CI/CD
background
02
DMG had Salesforce data, but no reliable way to see it.
DMG had Salesforce data, but no reliable way to see it.
Challenge
Challenge
DMG's Sales Cloud environment lacked proper Tableau CRM integration, which meant their sales and management teams had limited visibility into pipeline performance and business data. The platform was not optimized for how the DMG team actually worked day to day. There was no structured user adoption programme in place, which meant the tools available to the team were not being used effectively.
DMG's Sales Cloud environment lacked proper Tableau CRM integration, which meant their sales and management teams had limited visibility into pipeline performance and business data. The platform was not optimized for how the DMG team actually worked day to day. There was no structured user adoption programme in place, which meant the tools available to the team were not being used effectively.
Is your Salesforce data sitting on the platform but not reaching the people who need it? Book a 15-minute call
We'll show you how to change that quickly.
Book your session
Is your Salesforce data sitting on the platform but not reaching the people who need it? Book a 15-minute call
We'll show you how to change that quickly.
Book your session
the process
03
Approach
Approach
STEP
01
Fixed the Tableau CRM integration
Fixed the Tableau CRM integration
Resolved the integration gaps between Salesforce Sales Cloud and Tableau CRM, ensuring data flowed correctly and the reporting layer had what it needed to function reliably.
02
Built dashboards for sales and management
Built dashboards for sales and management
Designed and configured Tableau CRM dashboards tailored to the needs of DMG's sales team and management stakeholders, giving both groups a clear, real-time view of pipeline performance and business metrics.
Designed and configured Tableau CRM dashboards tailored to the needs of DMG's sales team and management stakeholders, giving both groups a clear, real-time view of pipeline performance and business metrics.
03
Delivered user adoption
Delivered user adoption
Worked directly with DMG's sales and marketing team to enable adoption, ensuring the tools were understood, used, and integrated into daily workflows rather than ignored.
Worked directly with DMG's sales and marketing team to enable adoption, ensuring the tools were understood, used, and integrated into daily workflows rather than ignored.
04
Coordinated across the integration stack
Coordinated across the integration stack
Worked closely with DMG's EDW and Dialpad integration teams, providing Agile development with daily scrum support and offshore coverage during EST business hours.
Worked closely with DMG's EDW and Dialpad integration teams, providing Agile development with daily scrum support and offshore coverage during EST business hours.
05
Supported production deployment
Supported production deployment
Production deployment coordination throughout the engagement, with deployment support available up to 12pm ET.
Production deployment coordination throughout the engagement, with deployment support available up to 12pm ET.
Results
04
From data with no visibility to a reporting layer the team actually uses
From data with no visibility to a reporting layer the team actually uses
+
Working integration
Working integration
Tableau CRM integrated correctly with Salesforce Sales Cloud, giving the reporting layer a reliable data flow to work with.
Tableau CRM integrated correctly with Salesforce Sales Cloud, giving the reporting layer a reliable data flow to work with.
+
Real-time visibility
Real-time visibility
Custom dashboards built for the sales team and management, providing a clear, real-time view of pipeline performance and business metrics.
Custom dashboards built for the sales team and management, providing a clear, real-time view of pipeline performance and business metrics.
+
Adoption that stuck
Adoption that stuck
User adoption programme delivered for DMG's sales and marketing team, so the tools were used, not ignored.
User adoption programme delivered for DMG's sales and marketing team, so the tools were used, not ignored.
+
Coordinated integration stack
Coordinated integration stack
Integration coordination completed with EDW and Dialpad teams, keeping the broader system connected and reliable.
Integration coordination completed with EDW and Dialpad teams, keeping the broader system connected and reliable.
+
Consistent delivery cadence
Consistent delivery cadence
Agile delivery with daily scrum support and EST-aligned offshore coverage, keeping DMG's stakeholders in the loop throughout.
Agile delivery with daily scrum support and EST-aligned offshore coverage, keeping DMG's stakeholders in the loop throughout.
The bottom line
DMG's sales and management teams had Salesforce data but no reliable way to see it. A broken Tableau CRM integration, a platform not tuned to how the team worked, and no adoption programme meant the tools available weren't being used. We fixed the Tableau CRM integration, built dashboards tailored to sales and management, and ran a hands-on adoption programme so the tools became part of daily work, all coordinated with DMG's EDW and Dialpad teams through Agile delivery on EST-aligned offshore coverage.
DMG's sales and management teams had Salesforce data but no reliable way to see it. A broken Tableau CRM integration, a platform not tuned to how the team worked, and no adoption programme meant the tools available weren't being used. We fixed the Tableau CRM integration, built dashboards tailored to sales and management, and ran a hands-on adoption programme so the tools became part of daily work, all coordinated with DMG's EDW and Dialpad teams through Agile delivery on EST-aligned offshore coverage.
Case Studies
06
Freatured projects
Freatured projects
