CCG, a structural composites manufacturer, shares its journey of using AI-driven forecasting in Salesforce to amplify data-focused revenue insights to improve operational efficiency & decision-making.
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Datamatics
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Overview
Datamatics, a Salesforce Summit Partner, has delivered 700+ projects for 150+ clients across Agentforce, Einstein AI, Salesforce AI, CPQ, clouds including - Sales, Service, FS, Healthcare, MFG, Revenue, amongst others. From consulting, implementing, modernizing, DevOps, product development to managed services, we help enterprises to get Salesforce ‘Right the First Time’. Rated 4.9/5 on AppExchange, our Ips - DXCPQ, DXHealth+, DX Bulk UserApp & DXTemplates accelerate success across industries.
, , 609 - Datamatics (Moscone North
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https://appexchange.salesforce.com/appxConsultingListingDetail?listingId=a0N3A00000FYkyfUAD&legacy=true
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IT Business Leader
Sales
Financial Services
Manufacturing
Sales Performance Management
Agentforce
Agentic AI
Advanced
Breakout
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This session highlighted the transformative impact of Salesforce and Einstein AI in revolutionizing financial forecasting processes for businesses. A featured case study demonstrated how a manufacturer with complex operations across multiple industries overcame a 13-year struggle with forecasting accuracy by adopting Salesforce solutions. By leveraging AI-driven insights through Einstein Copilot, the company achieved real-time strategic forecasts, reduced manual effort from weeks to minutes, and enhanced transparency and decision-making at all organizational levels. The session also emphasized the importance of clean data, robust integrations with systems like ERP, and a culture of adoption to maximize the benefits of Salesforce and generative AI solutions.
<html><head></head><body><p>• The implementation of Einstein AI enabled the company to generate accurate financial forecasts in minutes, significantly reducing the time and effort required for manual forecasting processes.</p><p>• The AI-driven forecasting solution provided actionable insights, including detailed projections across conservative, realistic, and stretch scenarios, allowing leadership to make data-informed strategic decisions.</p><p>• Key success factors for implementing AI solutions included maintaining clean and consistent data, ensuring seamless integration with ERP systems using tools like Data Cloud, and fostering organizational adoption and alignment.</p></body></html>
https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1749505864088001e35m
Learn how Agentforce can transform manual forecasting into historically based, accurate, and smarter revenue insights.
Understand how AI forecasting reduces manual effort, drives efficiency, and frees time for strategic priorities.
See how Einstein AI delivers full-year visibility, early warning signals, and viable insights in Salesforce.
<a href="https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1749505864088001e35m">Report a Concern</a>
Breakout
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Visible
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Metreon AMC
Thursday, Oct 16
12:00 p.m. Thursday, Oct 16
, SVP Sales & Marketing, Enduro Composites, Inc.
, CRM Practice Head, Datamatics
- Thursday, Oct 1612:45 PM - 1:30 PM PDT
Every year, Dreamforce exceeds my expectations in value and actionable takeaways — it’s truly worth every minute.
Ali Waguespack
Senior Delivery Manager, Kicksaw
