/case-studies/salesforce-demandgen-analytics-platform/
funnelStages
Salesforce

Reporting Cycle Cut from 4 Days to 2 Hours

Rebuilt global demand gen analytics, migrating spreadsheet scorecards to real-time executive dashboards.

B2B SaaS2021Marketing OpsAnalyticsDashboards
Context

The Challenge

95+ marketers relied on manual scorecards causing lag, inconsistency, and low trust in performance signals.

Approach

The Route Map

Step-by-step path from challenge to outcome.

1

Migrated reporting into Tableau/Einstein dashboards

Migrated reporting into Tableau/Einstein dashboards, formalized Marketing Insights & Analytics practice, and trained teams on KPI usage.

Execution

The Stack

Channels, tools, and MarTech used to deliver results.

Channels

  • Marketing Ops
  • Analytics
  • Dashboards

Tools

  • HubSpot
  • Salesforce
  • Looker

MarTech

  • Attribution
  • Analytics
  • Automation
Results

Outcomes Delivered

2 hours

Time to Insight

from 4 days

76%

Pipeline Lift

YoY

65%

SQL Lift

Increase

Reduced refresh/insight delivery from 4 days → 2 hours

Enabled 76% YoY lift in marketing-attributed pipeline

Improved SQL generation by 65% through clearer targeting signals

Lessons

What's Next

Key takeaways and ongoing opportunities.

This engagement demonstrates the power of a systematic, data-driven approach to GTM. The results speak to the importance of clear strategy, proper execution infrastructure, and continuous optimization. Moving forward, the focus shifts to scaling these wins and identifying the next growth lever.

Ongoing Optimization

Continuous monitoring and refinement to maintain momentum and identify new opportunities.

Scale & Expand

Apply proven frameworks to adjacent markets, channels, or product lines.

Ready for results like these?

Let's discuss how I can help accelerate your growth.