Genomic
Health
Healthcare Services
Provide sales representatives, managers, service representatives, and executives with advanced data visualization tools and dashboards to gain insights into sales performance, service data, and engagement analytics.
Project
Details
Scope of Work . Salesforce Cloud, Salesforce Success Cloud
Genomic Health stands as a global leader in genomic-based diagnostic tests, addressing the critical challenges of both overtreatment and optimal treatment for early-stage cancer. Their mission revolves around improving healthcare outcomes, making them a pivotal player in the healthcare industry.
Obstacles
Genomic Health faced several critical challenges in their quest to enhance data-driven decision-making:
Sales Data Visualization
Sales representatives needed a comprehensive view of territory data, visualized through key performance indicators (KPIs) such as effectiveness, trends, average Turnaround Times (TATs), and more.
Managerial Insights
Sales managers required visibility into their team’s data and KPIs, encompassing both their own performance and their subordinates.
Service Data Analysis
Service representatives needed access to complete service data and relevant KPIs, including Total Tests by type, channel breakdowns, TATs, and product descriptions.
Manual Reporting
The organization was heavily reliant on manually generated Excel sheets on a weekly basis, hindering timely actions that spanned across multiple systems.
Executive Engagement Insights
Executives sought a centralized platform to provide engagement insights while dealing with the complex security model required due to sensitive data visibility concerns.
Solution Approaches
GFGG IT was engaged to address these challenges.
The following solution approaches were implemented:
Data Integration with Informatica
Data from Salesforce and other CSV sources for Customer Service and Sales datasets were merged using Informatica, creating a unified data source.
Complex Security Model in Wave
A complex custom Salesforce Security model was implemented in Salesforce Analytics (Wave) via Informatica, ensuring that relevant data was accessible to authorized users only.
SAQL for Complex Calculations
SAQL (Salesforce Analytics Query Language) was utilized to perform complex calculations in Wave, particularly for Average TATs, given the nature of the data.
Customized Dashboards
Several dashboards were developed, including "Rep Sales Credit," "Manager Sales Credit," and a "Customer Service Dashboard".
The following solution approaches were implemented:
Data Integration with Informatica
Data from Salesforce and other CSV sources for Customer Service and Sales datasets were merged using Informatica, creating a unified data source.
Complex Security Model in Wave
A complex custom Salesforce Security model was implemented in Salesforce Analytics (Wave) via Informatica, ensuring that relevant data was accessible to authorized users only.
SAQL for Complex Calculations
SAQL (Salesforce Analytics Query Language) was utilized to perform complex calculations in Wave, particularly for Average TATs, given the nature of the data.
Customized Dashboards
Several dashboards were developed, including "Rep Sales Credit," "Manager Sales Credit," and a "Customer Service Dashboard".
The following solution approaches were implemented:
Data Integration with Informatica
Data from Salesforce and other CSV sources for Customer Service and Sales datasets were merged using Informatica, creating a unified data source.
Complex Security Model in Wave
A complex custom Salesforce Security model was implemented in Salesforce Analytics (Wave) via Informatica, ensuring that relevant data was accessible to authorized users only.
SAQL for Complex Calculations
SAQL (Salesforce Analytics Query Language) was utilized to perform complex calculations in Wave, particularly for Average TATs, given the nature of the data.
Customized Dashboards
Several dashboards were developed, including "Rep Sales Credit," "Manager Sales Credit," and a "Customer Service Dashboard".
Final Results
01
Insightful KPI Dashboards
Dashboards empowered users to view KPIs and trends, providing valuable insights into sales performance, service data, and engagement analytics.
02
Top Rankings Access
Top 10 rankings across various segments, products, physicians, and Service Level Agreements (SLAs) were readily accessible, aiding in strategic decision-making.
03
Enhanced Team Evaluation
Managers gained the ability to evaluate team performance comprehensively, leading to improved sales strategies.
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