Custom CRM Analytics dashboard surface seamless, deep insights.

JLL, a global commercial real estate titan, used Salesforce data outside the platform to discover insights, which led to workflow confusion & missed opportunities through disparate dashboards. They wanted better-integrated workflows, enhanced search functionality to surface “similar deal” opportunities based on property location & one dashboard to drive decisions & actions. Search Discovery mimicked what JLL liked about their old system using CRMA, then added custom query capabilities. We embedded these dashboards within Salesforce to get previously inaccessible geo-based insights to key decision-makers. JLL was so pleased with the results, they’ll roll this solution out to EMEA and leverage us to develop additional search insights for top-performing sales teams.

As a result, JLL has enabled ROI from CRMA by combining advanced search with proprietary logic to unlock new solutions to business problems.

Einstein—within a Snowflake data warehouse—powers guest scoring predictions.

When Salesforce Account Executive Mark Pantell saw Search Discovery’s Einstein capabilities, he connected us with Norwegian Cruise Lines, who saw vast opportunity to revamp marketing efforts post-covid, especially leveraging their call center to capture return business. We identified data within Norwegian’s CRM and other systems that would be most predictive for returning customers. We executed queries and scoring directly in the client’s Snowflake data warehouse, driving time efficiencies in the modeling process. 

As a result, Norwegian Cruise Lines can confidently score millions of customer records in their CRM file to prioritize their marketing efforts.

Einstein BYOM opportunity scoring helps sales reps pursue their best deals.

This visual discovery engine giant turned to Search Discovery’s data science team to help prioritize deals for sales reps. We developed competing deal scoring algorithms, identified the winning model, and replicated it within Einstein using the bring-your-own-model feature. Next, we developed custom workflow integration so that model scores could drive daily work prioritization. The model delivered a 5 out of 5 rating for producing valuable outcomes. Now we’re helping our happy client work on a second model for a different segment of customers.

As a result of this engagement, our client can prioritize their most valuable deals & drive incremental ad sales.

Tableau, AWS & Databricks compose a new implementation to align seven global research facilities.

A leading Japanese pharmaceutical manufacturer of Neurology and Oncology drugs is a Tableau user across several business units. The client had been very happy using on-prem Tableau for several years. However, as part of their global IT infrastructure upgrade, they began to develop several data warehouses and lake houses using cloud providers. The scale of the project caused some areas to be delayed in taking advantage of the new environment until the IT team could migrate their data.

The client chose Databricks as the platform for their data lakehouse. Search Discovery’s data engineers were engaged to help integrate clinical data sources into the data lakehouse, unifying structured and unstructured data from multiple sources.

Data from multiple APIs was combined to automate reports in Tableau, which gave the client the confidence to retain Search Discovery, over other partners, for this crucial migration.We completed the migration according to plan and helped the clinical operations team get comfortable using the tool in the new environment.

As a result of this engagement, our client experienced:

• 480 hours saved annually in operations
• 7% reduction in research budget variances
• $120k minimum annual savings

A global manufacturer of technical connectors and sensors for advanced applications needed a way to integrate digital engagement into their sales process

Digital activity was historically tracked by the marketing team but it wasn’t integrated with the account based sales process, making outbound sales calls very inefficient. As digital activity increased, the sales team needed a way to integrate digital engagement in their Salesforce environment. The client engaged Search Discovery to help them integrate digital information to understand client interests and customize sales messaging before the call began. Search Discovery created a Tableau dashboard that captured digital engagement activity at the company and individual visitor level. The dashboard was integrated into the client’s Salesforce instance so Sales Reps could customize their message and recommendations based on digital engagement without leaving the Salesforce environment.

• Sales velocity improved dramatically when the dashboards were initially rolled out. Due to competitive concerns, the client prefers not to publish sales gain percentages.
• Sales Reps are able to present more compelling proposals that speak to the specific client’s needs and address the enterprise needs rather than a point solution for one person
• Integrating the dashboard in Salesforce saved the Sales team hundreds of hours per month by eliminating the need to log into the Marketing platform to look for digital engagement metrics.