Business Intelligence for Better Decisions
As Europe’s number 1 Salesforce Partner, we make your business data visible, easy to understand and actionable with Tableau, CRM Analytics and Data 360. End-to-end – from the data model to the dashboard.
Data becomes decisions. Decisions drive growth.
Every business generates data every day: in the CRM, the ERP, the marketing platform and the customer service tool. But in most organisations, this data sits separately – in silos, in Excel spreadsheets or in reports that no one updates anymore.
Business Intelligence is the discipline that changes this. BI connects your data sources into a single, unified view of your organisation. It structures, cleans and visualises your data so you can see at a glance what is working and what is not. No guessing. No gut feel. Just facts that enable you to take action.
BI is no longer a nice-to-have. It is the difference between organisations that react to change and those that anticipate it. The volume of data in organisations is growing exponentially. If you do not put the right structures in place to use that data, you fall behind competitors who do – month after month. Getting started with Business Intelligence does not have to be complex. But it should be strategic.
At Salesfive, we design BI solutions that do more than work technically – they move your teams forward every day. Because data only creates value when team members and business functions draw the right conclusions at the right time.
Florian Gehring
“Data alone does not drive decisions. You need a clear KPI tree, a reliable data foundation and dashboards that people use day to day, in exactly that order.”
Pain Points
You may be facing these challenges
We see these four patterns in almost every BI project. If you recognise your organisation in one or more of them, it is not a data issue, but a structural one that can be solved.
CRM, ERP, marketing automation, Excel trackers: no one has the full picture.
Important decisions are made without reliable data.
Reports arrive too late, and there are no early warning indicators.
Excel Is the Hidden BI: A Single Source of Truth Is Missing
Ready for more clarity in your data?
Book a no-obligation initial consultation. We listen, assess your situation, and show you which solution best fits your starting point, so you soon have full visibility of your business data.
Use Cases
Business Intelligence: End-to-End From a Single Provider
Six building blocks you can use individually or in combination. We start where you are today and take you to the next level of maturity.
BI Strategy and KPI Framework
BI Strategy and KPI Framework
From Business Objective to KPI. Together, we define what truly needs to be measured. In stakeholder workshops, we develop a clear KPI tree, assess your BI maturity, and derive a roadmap for the next 12–24 months.
Dashboards and Reporting
Dashboards and Reporting
Dashboards your management actually opens – fast, clear and mobile. With Tableau and CRM Analytics, we design Executive, Ops and Field dashboards that integrate seamlessly into Salesforce as Embedded Analytics.
Data Warehouse and Modelling
Data Warehouse and Modelling
Robust data architecture from source to semantic layer: we build your data platform, model transformations consistently, and embed data quality and governance firmly into your processes.
Self-Service BI and Enablement
Self-Service BI and Enablement
Business teams build data capability without an IT bottleneck. We design self-service data models, upskill your teams, and establish BI champion programmes that embed data literacy sustainably across your organisation.
Predictive Analytics & AI
Predictive Analytics & AI
From Rear-View Mirror to Early-Warning System with Forecasting and Einstein: We identify the right use cases, implement forecasting and anomaly detection, and use Einstein Discovery and the Prediction Builder to turn your data into reliable forecasts.
Data Governance and Quality
Data Governance and Quality
Reliable figures through clear responsibilities and standards: We set up a data catalogue with a KPI glossary, define the right data stewardship models, and ensure a GDPR-compliant, audit-proof data foundation.
Salesforce Analytics Suite
Three Product Families We Implement Productively for You
We implement Salesforce Analytics products deeply integrated into your CRM and service processes – not as a standalone island, but as part of your day-to-day work.
Tableau Next
Tableau Next
With Tableau Next, the world’s first agent-based analytics platform, we make your data visible, understandable, and actionable – available in Cloud, Server, and Desktop editions, or natively embedded in Salesforce.From the outset, visual analytics with integrated AI and ML is complemented by governance, data management, and storytelling.
Revenue Intelligence
Revenue Intelligence
Revenue Intelligence gives you end-to-end visibility into revenue performance – by pipeline, team and product. This helps you identify early which accounts are at risk and where targeted coaching makes the difference.
Service Intelligence
Service Intelligence
Service Intelligence creates the transparency your service operation needs with SLA, CSAT, and FCR dashboards, and complements this with trend and forecast cards for proactive management. Relevant workflows can be triggered directly from each insight – without detours between analysis and action.
Business Units
Where BI Delivers the Quickest Impact for You
Select a business area. We show typical use cases and realistic outcomes from our projects.
Pipeline Transparency From Lead to Cash
Understand which deals are likely to close and where your forecast is at risk.
- Predict which opportunities have potential: Instead of guesses from Excel spreadsheets, the system uses past wins to show where your revenue forecast is reliable – and where it is not.
- Close Deals Faster: You immediately see where quotes are stalling and can follow up in a targeted way or support your sales team members.
- Clearly see who is succeeding where: At a glance, you can see which regions, segments, or teams your sales organisation performs strongly in – and where there are bottlenecks.
- Spot issues early – not at quarter-end: If quotes stall or the pipeline starts to thin, you receive an alert in time to take corrective action.
What BI Measurably Changes in Organisations
More Productivity
Less Time Spent on Data Analysis
Faster Reports
*Source: Salesforce study on analytics usage, 2024 (n = 1,536)
Technologies
Best-of-Breed and Deeply Integrated into Salesforce
We combine market-leading BI tools with Salesforce so your analytics are created where your data lives.
Customer Stories
Robust BI Solutions for Customers with High Expectations
Three examples of how we have turned data into actionable decision-making insights. Let’s talk about your use case!
FAQ
Questions Decision Makers Ask Most Often
Business Intelligence (BI) brings together data integration, modelling, visualisation, and self-service analytics into a single approach, enabling data-driven decision-making.
Modern BI is interactive and accessible: instead of waiting for static reports from the IT backlog, business teams can answer their own questions directly in trusted dashboards – based on an IT-managed data foundation.
Yes. In a 2024 study, Salesforce surveyed 1,536 customers across nine countries and found: 32% higher productivity among business users, 26% less time spent on data analysis, and 33% faster report delivery.
In our own projects, we see benefits on a similar scale: shorter sales cycles, more accurate forecasts and less manual reporting effort.
In the discovery workshop, we deliver a clear KPI tree and prioritised quick wins within just two weeks. With the BI Quick Start, you have your first live dashboard in place within eight weeks – including integration of two source systems and user enablement.
No. Our BI practice is tool-agnostic: we work with Tableau independently of Salesforce and integrate the tools you prefer. If you already use Salesforce, you also benefit from deeply integrated solutions such as CRM Analytics and Data 360.
We recommend tools based on your data sources, scalability requirements and user base. For analytically strong power users and cross-platform reporting, choose Tableau; for use cases tightly integrated with Salesforce, choose CRM Analytics; for CDP and real-time use cases, choose Data 360.
However, we remain vendor-neutral enough to provide honest advice, while also being deeply embedded in these platforms to deliver implementation.
Data quality is not an add-on – it is part of our methodology. During the architecture phase, we define quality gates, automated tests (e.g. with dbt), stewardship roles, and a KPI glossary. We only release dashboards when the underlying models provide a documented data model, defined owners, and successful test results.
No. You decide whether to take over after the BI rollout yourself or use our Managed Service. We document everything so a handover is possible at any time. Through the Salesfive Academy, we can also train your users – on request – as self-service BI users and your IT team as BI engineers.
All implementations are GDPR-compliant and auditable. We are ISO 27001 certified, host in EU data centres (where required), and support the creation of DPIA documentation. Data processing agreements are standard.
