Banks Increases Productivity with Salesforce Implementation Case Study
Case Study

A Leading American Sales and Marketing Consultancy Improves Data Visualization and Reporting with TruBI


The client is an international sales and marketing company providing direct marketing strategies and call centre solutions in both the consumer and B2B segments.



Trubi-Datavisualization and reporting software


The client produced multiple reports on a tabular basis, which was a tedious process. They needed fast and accurate data with better visualization of the data for their Agents, Supervisors & Campaign owners. The work force management team used to keep records of the agent pay hours, lunch breaks and other data points. This increased the inaccuracy of data the client experienced which already lacked a 360-degree angle on these reports.

The client wanted to get accurate and well-visualized reports of the agents, and supervisors’ sales call data for better workforce management.


Datamatics, after a thorough analysis of the problems our client faced, structured an action plan with complete care taken for the security of their data.

Keeping in mind the client’s issues, reports were live, which multiple departments now use. Some of them include the pay hours-by-day report, shared agent report, schedule adherence report, etc.

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Increased Data Accuracy

Reduced Turnaround Time

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