Transforming Salesforce Data into Strategic Insights\nRevenue.io needed a dedicated financial analysis tool to replace manual workflows for pulling data from Salesforce and digging into the numbers. They were looking to implement a more flexible platform to help take its product expansion strategy to the next level and they were drawn for Mosaic for two main reasons:\n• The ability to seamlessly connect to Salesforce\n• The platform’s ability to turn static CRM data into actionable, real-time insights for driving strategic decision-making\nAfter implementing Mosaic, the team quickly created 12 powerful self-serve dashboards, saving them 32 hours per month from manual efforts.\nThe dashboards now enable them to pull through pipeline metrics to help sales leaders forecast revenue more accurately with deep insight into new customer deal stages, account names, ACV, and renewal bookings. Trended reports help the team better predict the likelihood of net new ARR and carefully manage renewals.\nTracking sales rep productivity was also a critical part of Revenue.io’s expansion efforts. The finance team wanted visibility into how quickly sales reps could close deals—specifically for its Moments and Guided Selling products. By connecting Mosaic and Salesforce, Revenue.io was able to benchmark its own sales cycle and test how changes to their own product could improve the products they offered to others.\nFinally, to better understand upsell and cross-sell opportunities, the team now relies on a series of pre-loaded metrics that give them visibility into hard-to-come-by cohort data. Being able to easily analyze distinct audiences by product line, attach rates, and customer lifetime value in just a few clicks improves their decision-making, further accelerating their expansion strategy. The finance team can analyze the performance of individual products, understand the most common combinations of products, and effectively engage sales to help grow average customer value.
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