Success Story

Quick Access to Key Opportunity Info with Tableau CRM

The Challenge

Nutanix captures a number of valuable data points when an opportunity closes, but the information was buried within opportunity records and not accessible unless you were on the opportunity team. This made reps unable to analyze and take action on key insights. The goal was to mine this information and make it easier for sales reps to quickly drill down into the reasons why other reps won (or lost) opportunities similar to those they were working.

The Solution

In order to help Nutanix solve the challenges they were facing, Atrium expanded visibility within Tableau CRM (formerly Einstein Analytics) to all opportunities while managing sensitive data, such as amount. Atrium also developed a “Customer Stories Dashboard” that pulled key information from opportunities, opportunity line items, accounts, and products. Multiple dashboard views were enabled (quick search, advanced search, etc.) that allowed reps to filter opportunities by dozens of criteria, presenting results in a summary table for export.

The Results

By introducing the Nutanix sales team to Tableau CRM, sales reps are now able to search across all opportunities which they had previously not been able to do. To increase user adoption, the dashboard was embedded in a tab in SFDC for easy access and to keep this new capability top of mind. The project was completed ahead of schedule and under budget, allowing for additional small non-production side projects like a pipeline dashboard and an assets dashboard. These allowed Atrium to demonstrate the speed and power of Tableau CRM to create dashboards that Nutanix was waiting for months to get in other tools. The Nutanix team was impressed by the speed to deliver and recency of data. (They had been used to at least a 24-hour lag vs Tableau CRM presenting fresh data every hour.)

About Nutanix

Nutanix is a cloud computing software company that sells what it calls hyper-converged infrastructure (HCI) appliances, a complete, 100% software-defined stack that integrates compute, virtualization, storage, networking, and security to power any application, at any scale. They focus on unifying private, public, and distributed clouds under one common software umbrella.

The Technology

Tableau CRM
Salesforce Sales Cloud

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