Contact us for a Demonstration
We are ready to partner with you on your business transformation journey.
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
Trigger a Batch Job from Einstein Analytics Bulk Action I am happy to write my first blog on a topic that I enjoy the most. The Bulk action feature of Einstein Analytics has been always a fascinating one for me. This gives the ability to combine data from multiple...
What is Einstein Analytics and how can we use it? Customers are generating more data than ever before. Salesforce Einstein Analytics seeks to collect, analyse and transform and this critical business data to create meaningful insight. Consolidating CRM, ERP and other...
“What gets measured (and incentivised), gets done” Visioneer360 was born from our efforts as the leadership team to transform our own wealth management and healthcare businesses into organisations that thrived on making decisions well, and that incentivised the right...