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Interactive Sales Dashboard

At Vizio AI, we partnered with a leading multinational alcoholic beverage company to revolutionize their sales strategies and enhance customer profiling within their target regions. By leveraging advanced data analytics and visualization tools, we helped this company create precise customer profiles, identify their target audience, and optimize the efforts of their sales representatives. Our collaboration focused on integrating internal data with external sources to provide actionable insights through an interactive dashboard.
Industry
Alcoholic Beverage
Revenue
$200M (approx.)
Employees
2,000+
Region
United States
Tech Stack
Schedule a call
Challenges
  • The company needed to create detailed profiles for both existing and potential restaurant customers within their target region. This was crucial for accurately identifying their target audience and ensuring that sales representatives could direct their efforts with precision. The challenge involved gathering and synthesizing vast amounts of data to create a comprehensive view of each customer.
  • The company faced significant challenges in integrating internal data with restaurant data retrieved from Google. This process required meticulous calculations and synchronization to ensure data accuracy and consistency. The goal was to combine these diverse data sources seamlessly to derive meaningful insights that could drive sales strategies.
  • The company required a user-friendly, mobile-optimized dashboard that sales representatives could use while on the go. This tool needed to provide easy access to customer profiles and other critical information, enhancing the efficiency and effectiveness of field operations. Creating a responsive and intuitive interface was essential to meeting this need.
  • After the initial deployment, the dashboard was needed to continuously improve based on customer feedback. This involved expanding its scope to a comprehensive 4-page desktop version, incorporating weekly updates, and making necessary adjustments to ensure it met the evolving needs of the sales department. The challenge was to keep the dashboard relevant and valuable over time.
Solutions

Customer Profiling

We utilized advanced data analytics to merge internal company data with restaurant data from Google. This integration enabled the creation of comprehensive profiles for both existing and potential customers, providing a clear target audience for sales representatives.

Data Integration and Metrics Calculation

By combining diverse data sources and calculating necessary metrics, we ensured a seamless integration process. This allowed for accurate and insightful data analysis, forming the foundation for the dashboard.

Mobile-Optimized Dashboard

A Tableau-based mobile dashboard was developed, offering sales representatives a powerful tool to access customer profiles and other critical information on the go. This mobile solution significantly improved the efficiency and effectiveness of their field operations.

Expanded Desktop Dashboard

In response to customer feedback, we expanded the dashboard's scope to a four-page desktop version. Weekly updates and improvements ensured the dashboard evolved to meet the sales department's changing needs.
Key Outcomes
Our collaboration significantly improved their sales operations and customer profiling capabilities. By integrating internal and external data sources, we provided a comprehensive and accurate view of the target audience, enhancing the precision of sales strategies. The mobile-optimized dashboard empowered sales representatives with real-time insights, boosting their efficiency and effectiveness in the field. Overall, our solutions drove data-driven decision-making, streamlined sales processes, and enhanced customer engagement.
Significant Improvement in Target Audience Identification
80%
Achieved an increase in accuracy when identifying and reaching the target audience through comprehensive customer profiles.
Boosted Sales Representative Efficiency
60%
Realized an enhancement in sales representatives' efficiency with the implementation of the mobile-optimized dashboard.
Enhanced Customer Engagement and Satisfaction
70%
Saw an increase in customer engagement and satisfaction through the deployment of data-driven sales strategies.
Why Work With Us?
7+
Years of experience in data science, AI consulting, and dashboard development.
59+
Implemented projects with clients from the US, Europe, Australia, and Africa.
15+
Qualified Employees.
6+
Service packages to deliver to our customers.

‘‘Knowledgeable team, genuine interest!’’

“My experience with Vizio has been very eye-opening, to say the least, you generally expect a collaborating company to do the work, and that's it. With them, they took a genuine interest in  the project and its long-term goals. Besides all their knowledge in the data science field, their expertise in different domains and business scopes set them to a different standard. Thank you very much, Vizio!”
Robotic Process Automation
Moving Data from Sharp Spring to Hub Spot
CEO
A Data Services Agency

‘‘Knowledgeable team, genuine interest!’’

“My experience with Vizio has been very eye-opening, to say the least, you generally expect a collaborating company to do the work, and that's it. With them, they took a genuine interest in  the project and its long-term goals. Besides all their knowledge in the data science field, their expertise in different domains and business scopes set them to a different standard. Thank you very much, Vizio!”

Robotic Process Automation
Moving Data from Sharp Spring to HubSpot
CEO
A Data Services Agency

"They Are a Hands-on Team That Provides Customized Solutions."

"We’ve partnered with them a few times and have been happy with all projects they've completed for us. They've done extensive sentiment analysis, dashboards, ETLs, general data science and product research that enabled us to test business ideas that we could not run on our own. I highly recommend discussing your next project with them to see if they can build you customized solutions.”

Dashboard Creation and Product Research
Sentiments Analysis and Data Science
CEO
E-commerce Company

‘‘They Saved Thousands of Hours for Us!’’

“Working with Vizio AI on our Tableau dashboard project was a great pleasure. They understood our needs and provided an effective solution. Throughout the project, they communicated promptly which made things run smoothly. Their professional attitude and dedication to his work ensured the successful completion of our project. We intend to work with Vizio AI again on future projects.”

Tableau Dashboard
NYSE Stock Tracking
CEO
Cybersecurity and Private Sector
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Interactive Sales Dashboard
At Vizio AI, we partnered with a leading multinational alcoholic beverage company to revolutionize their sales strategies and enhance customer profiling within their target regions. By leveraging advanced data analytics and visualization tools, we helped this company create precise customer profiles, identify their target audience, and optimize the efforts of their sales representatives. Our collaboration focused on integrating internal data with external sources to provide actionable insights through an interactive dashboard.
Industry
Alcoholic Beverage
Revenue
$200M (approx.)
Employees
2,000+
Region
United States
Challenges
1
The company needed to create detailed profiles for both existing and potential restaurant customers within their target region. This was crucial for accurately identifying their target audience and ensuring that sales representatives could direct their efforts with precision. The challenge involved gathering and synthesizing vast amounts of data to create a comprehensive view of each customer.
2
The company faced significant challenges in integrating internal data with restaurant data retrieved from Google. This process required meticulous calculations and synchronization to ensure data accuracy and consistency. The goal was to combine these diverse data sources seamlessly to derive meaningful insights that could drive sales strategies.
3
The company required a user-friendly, mobile-optimized dashboard that sales representatives could use while on the go. This tool needed to provide easy access to customer profiles and other critical information, enhancing the efficiency and effectiveness of field operations. Creating a responsive and intuitive interface was essential to meeting this need.
4
After the initial deployment, the dashboard was needed to continuously improve based on customer feedback. This involved expanding its scope to a comprehensive 4-page desktop version, incorporating weekly updates, and making necessary adjustments to ensure it met the evolving needs of the sales department. The challenge was to keep the dashboard relevant and valuable over time.
Solutions
Customer Profiling
We utilized advanced data analytics to merge internal company data with restaurant data from Google. This integration enabled the creation of comprehensive profiles for both existing and potential customers, providing a clear target audience for sales representatives.
Data Integration and Metrics Calculation
By combining diverse data sources and calculating necessary metrics, we ensured a seamless integration process. This allowed for accurate and insightful data analysis, forming the foundation for the dashboard.
Mobile-Optimized Dashboard
A Tableau-based mobile dashboard was developed, offering sales representatives a powerful tool to access customer profiles and other critical information on the go. This mobile solution significantly improved the efficiency and effectiveness of their field operations.
Expanded Desktop Dashboard
In response to customer feedback, we expanded the dashboard's scope to a four-page desktop version. Weekly updates and improvements ensured the dashboard evolved to meet the sales department's changing needs.
Tech Stack
Our technology stack is built on a foundation of industry-leading tools and platforms designed to deliver robust, scalable, and secure solutions. We utilize advanced programming languages, frameworks, and cloud services to ensure high performance and reliability. This comprehensive tech stack enables us to efficiently manage data, automate processes, and provide real-time analytics, ensuring our clients receive cutting-edge solutions tailored to their needs.
Key Outcomes
Our collaboration significantly improved their sales operations and customer profiling capabilities. By integrating internal and external data sources, we provided a comprehensive and accurate view of the target audience, enhancing the precision of sales strategies. The mobile-optimized dashboard empowered sales representatives with real-time insights, boosting their efficiency and effectiveness in the field. Overall, our solutions drove data-driven decision-making, streamlined sales processes, and enhanced customer engagement.
Significant Improvement in Target Audience Identification
80%
Achieved an increase in accuracy when identifying and reaching the target audience through comprehensive customer profiles.
Boosted Sales Representative Efficiency
60%
Realized an enhancement in sales representatives' efficiency with the implementation of the mobile-optimized dashboard.
Enhanced Customer Engagement and Satisfaction
70%
Saw an increase in customer engagement and satisfaction through the deployment of data-driven sales strategies.
‘’Commitment to Excellence and Dedication’’

Vizio AI has been a game-changer for our business. Their expertise in data analysis, real-time dashboard development, and AI integration has not only met but exceeded our expectations. With their scalable solutions, we are well-prepared for the future, ensuring our ability to adapt and grow as our business evolves.

Head Of Commercial Op.
Why Work With Us?
7+
Years of experience in data science, AI consulting, and dashboard development.
59+
Implemented projects with clients from the US, Europe, Australia, and Africa.
15+
Qualified Employees.
6+
Service packages to deliver to our customers.
Work With US
Where Our Clients Located?