Odoo ERP Implementation & Consulting Partner

Salesforce Consulting and Implementation

case study

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.

Most CRM and ERP partners stop at implementation. We stay focused on business impact.Most CRM and ERP partners stop at implementation. We stay focused on business impact.Most CRM and focused

Overview

A US-based provider of facilities maintenance and management services, operating across commercial and institutional sectors.

About

Client: DMG (Divisions Maintenance Group)

Industry: Facility management

Location: United states

Scope of work

Custom estimation and budgeting engine

Omni-Channel case routing and workflow automation

Apollo.io, HubSpot, LinkedIn & DocuSign integrations

Salesforce data cleanup and storage optimization

Validation, governance and process automation

Tech stack

Salesforce Sales Cloud

Tableau CRM

Custom development

REST Integration

Dialpad

Agile / CI/CD

background

DMG had Salesforce data, but no reliable way to see it.

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.

Is your Salesforce data sitting on the platform but not reaching the people who need it? Book a 15-minute call

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Facing similar challenges in your Salesforce org? Book a 15-minute call

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the process

Approach

STEP

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.

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.

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.

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.

Supported production deployment

Production deployment coordination throughout the engagement, with deployment support available up to 12pm ET.

Results

From data with no visibility to a reporting layer the team actually uses

Working integration

Tableau CRM integrated correctly with Salesforce Sales Cloud, giving the reporting layer a reliable data flow to work with.

Real-time visibility

Custom dashboards built for the sales team and management, providing a clear, real-time view of pipeline performance and business metrics.

Adoption that stuck

User adoption programme delivered for DMG's sales and marketing team, so the tools were used, not ignored.

Coordinated integration stack

Integration coordination completed with EDW and Dialpad teams, keeping the broader system connected and reliable.

Consistent delivery cadence

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.

If your team has Salesforce data but no visibility into what it means, we can change that.

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