Exceed your sales goals with whitespace analysis

The solution had four aspects:

• Bringing data from diverse ERP and CRM systems like SAP and Salesforce
• Process, standardize and dedupe the data
• Whitespace identification
• Present the output in an interactive Graph Network

Tredence’s AI/ML based augmented data quality engine Sancus was used to dedupe customer records and a whitespace identification solution was built on top of it to help identify up sell and cross sell opportunities. The solution:

• Cleaned, standardized and deduped customer data coming from different Salesforce systems using proprietary AI/ML algorithms
• Cleaned the product data, and used ML algorithms to create product hierarchies
• Used an advanced recommendation solution to identify whitespaces to boost up sell & cross sell opportunities. This helped the sales team to target the right customer with the appropriate product
• Created a graph network-based visualization that was integrated with Tableau Dashboards so that the sales team could easily interpret the suggestions