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Salesforce Einstein Analytics & Discovery Specialist & Implementation Partner
Consulting and advisory services to support business transformation
Technical Expertise to fully leverage the power of the Salesforce platform
Everything from pre-built packages to tailored solutions
Engagement Model that’s committed to developing your roadmap and partnering with you on your journey
Make business intelligence your competitive advantage.
Worlds of client data but not enough actionable insight?
Transform your data into your most powerful decision-making tool.
Quickly access real-time business insights and trends from an organisational view to individual performance outcomes.
Understand complex data sets through visual dashboards: manage your business even while you are on the move.
THE POTENTIAL OF EMPOWERED DECISION MAKING
What We Can Do For You
The five metrics you must track to drive up the value of your wealth management business
This report outlines the critical performance indicators that financial advice business owners need to know to increase the value of their business. In our latest publication, find out which metrics we track, how we track them, and how they influence our decision making.
The Latest from Visioneer360
If you’re like me, you had a “What in the world!?” moment when Salesforce announced the renaming of Einstein Analytics as TableauCRM. Whoa! As if people weren’t confused enough already, we’ve gone from Wave, to Einstein Analytics, and now to TableauCRM. And just how...
Some people are blessed with that most hardy constitution that rides the waves of life with scarce a whimper or a tear. They are eternally positive and optimistic – their mental and emotional resilience seldom, if ever, fails. The expression “bullet proof” comes to...
Selection binding is a very powerful feature in Einstein Analytics. The nested version of selection binding can do wonders when used effectively. It is one of many underutilised features of the amazing Einstein Analytics platform. In a recent use case that I worked on...