Real Estate Services
Who is this client and what did TETHiK deliver?
Leading firm specializing in commercial real estate sales, financing, research and advisory services. — Analyst involvement reduced by 70% User adoption increased to 80% Event log availability now by 95%
Client. Leading firm specializing in commercial real estate sales, financing, research and advisory services.
Technology. CRMA Dashboards, Snowflake
Outcome. Analyst involvement reduced by 70% User adoption increased to 80% Event log availability now by 95%
“Tethik has been the most reliable, knowledgeable, and well-rounded Salesforce partner I’ve ever worked with. Their ability to bridge business needs with technical execution makes every engagement smooth”
The Client’s Legacy CRMA Dashboards and Recipes were fragmented and hard to maintain. Business leaders needed self-serve insights (by role/profile) and on-the-fly time ranges without analyst support. The organization wanted to future-proof analytics, starting with event logging data that’s currently difficult to digest.
- Upgraded native Salesforce dashboards using CRMA.
- Built a dynamic, high-utility dashboard
- Began Event Logging migration to Snowflake.
- Defined the model and pipeline needed for a CRMA event-log view that will present operational events in an easy-to-consume format.