Picklist INSIGHTS tracks the records in the Salesforce CRM and generates reports based on the picklist values to deliver insights into the lifecycle of business processes. The app, which can be used by multiple teams, provides access to data analytics for each CRM record and enables users to build charts for better visualization of different data points about each record.
With Picklist INSIGHTS, Salesforce Admins as well as sales, marketing, customer support and other teams working with Salesforce CRM can instantly access dashboards, visualize bottlenecks in their processes, view performance and activity reports, improve the accuracy of forecasts, and take timely action when issues arise. Apart from providing accurate, business-critical data, Picklist INSIGHTS helps teams see not only what works but also what hampers the completion of a sales cycle, a marketing funnel or a support ticket. Users can learn exactly what needs to be fixed to achieve better outcomes.
“Becoming data-driven is a hallmark of the ongoing digital transformation in organizations. Here at OSF Digital, we see companies increasingly adopting a data-driven mindset, and we aim to provide them with the best toolsets for accelerating the speed of innovation. We built Picklist INSIGHTS in a bid to help businesses leverage data to maximize their performance,” says Cornelia Dragomirescu, Multi-Cloud Director, EMEA, for OSF Digital.
OSF Digital, winner of the 2019 Bolty Award for Best Digital Experience in the Retail and Consumer Goods category, the 2019 Partner Innovation Award in the Customer 360 category, and the 2018 Salesforce Lightning Bolt Trailblazer Award for Retail, is a leading global commerce solutions and digital transformation company that provides technology, consulting, implementation and online shop management services to emerging and premier brands, and merchants. OSF's agile approach allows it to scale global growth more quickly and enable companies to enhance the customer experience. With over 250 ongoing projects and eight years of worldwide deployments, OSF delivers connected commerce solutions across channels, devices and locales. HSBC and BDC are OSF Digital's financial partners, and Salesforce Ventures and Delta-v Capital are investors. For more information about OSF Digital, visit: osf.digital