US Foods sales teams had too many sources of information, but no single source of truth. They needed a tailored visualization experience that presents the most important KPIs and drives action to keep their sales team in Salesforce. User adoption of their Salesforce application was inconsistent, and they needed to drive the application’s internal Net Promoter Score (NPS).
The Atrium team created wireframes to represent the redesigned “Big Why” dashboard and worked with the US Foods team to map relevant data sources in Snowflake and Salesforce. The “Big Why” dashboard was created as a series of connected dashboards that seamlessly integrate with one another, including page-specific features that adjust charts and tables based on the selected metric. The functionality was supplemented by recommendations for each metric and custom Salesforce actions to take action on those recommendations. Dashboards were created at the Sales Rep, District Manager, and Market levels.
US Foods’ sales teams now have everything they need to manage their business in Salesforce, which increases adoption, usage, and value of Salesforce to the Sales organization. Sellers can make the right sales plays at the right time; insights from predictive models are incorporated into the workflow, facilitating prioritization of time and next best actions.