The Solution: AI-Driven Sales Transformation
Datamatics implemented a comprehensive Salesforce-based solution that seamlessly integrated the client’s sales, customer onboarding, and support operations. By developing over 40 unique processes, the system streamlined workflows across multiple business lines, ensuring efficiency and scalability.
With 76 distinct reports and 7 dynamic dashboards, the solution provided real-time visibility into key sales metrics, empowering leadership with data-driven decision-making. Designed to support a reporting structure for over 60 users, the system also featured 6 integrations with external platforms, enabling smooth data exchange and enhancing overall operational efficiency.
By leveraging intelligent automation and deep Salesforce expertise, Datamatics transformed the client’s fragmented sales ecosystem into a unified, scalable, and high-performance platform—ensuring a successful go-live within just eight weeks.
