Visualize your Tableau CRM project in just 1 week*
Completing a project successfully needs a lot of good planning and the availability of quality resources. Resouce is a niche and expensive affair when it comes to Tableau CRM (Einstein) and plans are drafted on paper with codes and having visions in brains. But no visualization to present
Do you also relate to a situation where you plan something different, while the team delivers completely opposite thing. There exist a huge gap between expectations and reality? Applications are not products to be conceptualized and to develop in a prototype. They have to be planned and implemented very carefully.
To overcome this issue and make sure that the team is on a right track,
Saleon has come up with a perfect solution. We at Saleon have
designed a program for companies who want to migrate to Tableau
CRM. With our new pilot offering, we are helping clients to visualize
their project at the initial stage.
Our Pilot offering is inspired by the thought process of product
prototypes and envisions creating a dashboard even before you
initiate the project.
Planning is just one aspect of a project lifecycle, there are
multiple roles and responsibilities which are to be
handled efficiently. And with our offerings, we will help you
anticipate and overcome the troubles.
5 stage Implementation methodology
The program is designed to implement in 5 stages pilot initiation, project discovery, dataset creation, dashboard building, and establishing a best industrial practice. We will create 1 dashboard for you in a pilot project and set a path for the project journey,
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Visualize the Product, get the look and feel of the product
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Maintain and control the quality of dashboards
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Identify the bugs well in advance and work on solutions
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Define and achieve realistic timeline, establish benchmarks
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Get early feedback and comments from your team.
PILOT PHASE - Start with a Pilot
Commence the project with a pilot phase. Envision the dashboards, establish benchmarks, and build qualitative dashboards and visualizations. Have a look and feel of the final product even before you actually start working on it. Build it the first time and build it right, saving time and money.
DISCOVERY SESSION - Brainstorm with the team
Meet and consult with experts, brainstorm on your ideas and realize them into
a final product. Define the goal, define key metrics and KPI's in the due process.
Understand requirement gathering and resource availability. We won't need
many details to start with, just a few key points to prepare a pilot.
DATASET CREATION - Migrate / Create the data
Your data could be anywhere, maybe on Salesforce or outside too. For now, we
will only need a part of it as a sample dataset, to prepare the pilot dashboard.
We will migrate the data from a feasible source and work on its hygiene. The data
could be available as simple as in CSV format.
BUILDING DASHBOARD - Build a Dashboard
In the pilot stage, we will build 1 dashboard on decided metrics. The dashboard
will be a working model and can also be a part of the final product. It will
demonstrate the findings, and we will be able to identify and work on most of
the errors, if any, at a very early stage, thus saving your cost and time in the journey.
PRACTICE - Establish best Industry practices
Starting with a pilot project benefits in Identifying and working on bugs, anticipate and overcome errors and prepare the team in completing project effectively. We will help you establish best industry standards and practices for optimized and quality product.
For businesses to envision the final product and evaluate its effectiveness is now easy with Saleon's POC (Proof-of-Concept) offering. This cost-effective program is packaged starting from $1999 only and is realized in just 1 week*

Expectations
Reality




