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What is Einstein Analytics and How It’s Impacting the Industry

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Summary: Einstein Analytics, now part of Tableau CRM, is an AI-powered analytics platform by Salesforce that helps organizations make real-time, data-driven decisions. It offers features like predictive insights, custom dashboards, and real-time data processing. Industries like healthcare, life sciences, and pharmaceuticals benefit by improving decision speed, centralizing data, and enhancing patient and trial outcomes. VFP Consulting integrates Einstein Analytics to optimize client operations, forecasting, and collaboration. The platform supports strategic planning, automates reporting, and enables scenario modeling. Ultimately, it transforms how data is used to drive smarter, faster outcomes.

 

 

What is Einstein Analytics?

Salesforce Einstein Analytics, now part of Tableau CRM, is a powerful AI-powered analytics and business intelligence platform built into the Salesforce ecosystem. It helps organizations, including consulting companies, analyze CRM data, visualize results, and make real-time decisions through interactive dashboards, AI-driven predictions, and advanced data visualizations.

 

Beyond traditional analytics, it leverages machine learning to automatically uncover trends and deliver actionable insights that drive smarter, faster business outcomes.

 

Key features include:

  • AI-powered Insights: Automatically surfaces relevant insights.
  • Custom Dashboards: Visualize data in simple formats for quick decision-making.
  • Real-time Data Processing: Provides up-to-date information to guide immediate actions.
  • Collaboration Tools: Facilitates teamwork and sharing insights across teams.

Einstein Analytics enables organizations to act quickly and effectively by making data smarter.

 

How Einstein Analytics is Impacting the Industry

 

Einstein Analytics is revolutionizing industries, especially those dependent on large amounts of data. Here’s how it’s making a difference:

 

  1. Clinical Trials and Life Sciences: Centralizing scattered data enables faster decision-making and reduces reporting delays. This leads to quicker trial outcomes and faster market entry for new treatments.  
  2. Healthcare: Helps healthcare providers analyze patient data in real-time, improving patient care and operational efficiency.
  3. Pharmaceuticals: Streamlines R&D, tracks drug development, and predicts market demand to allocate resources better.

 

Why VFP recommends Einstein Analytics 

 

VFP Consulting is helping life sciences and healthcare organizations maximize their use of Einstein Analytics. By integrating this platform with clients’ systems, VFP ensures they can centralize their data, improve collaboration, and gain actionable insights quickly.

 

“With CRM analytics embedded in Certinia, our clients can now operate with more advanced reporting visibility into revenue, costs, billing, and backlog. Adding a layer of predictive insight also helps model profitability, monitor project health, and anticipate variances—right from the same platform that runs their operations.”

— Brett Konopaske, Principal Consultant at VFP

 

Recommended use of Einstein Analytics to support client outcomes – VFP Consulting’s take: 

  1. Strategic Dashboards: Create role-based dashboards for real-time visibility into KPIs like sales, customer satisfaction, or operations, enabling faster decisions.
  2. AI-Powered Insights: Use Einstein Discovery to uncover hidden patterns, explain outcomes, and generate predictions to guide future strategies.
  3. Data Integration: Connect Salesforce with external systems (ERP, marketing, etc.) to build a unified view and eliminate data silos.
  4. Automated Reporting: Streamline reports and dashboards to save time, reduce errors, and keep insights up to date.
  5. Scenario Planning: Build what-if models for forecasting and planning to support proactive, data-driven decisions.
  6. Customer Insights: Analyze behavior and trends to personalize experiences, improve retention, and find upsell opportunities.
  7. Centralized Data: Consolidate key business data (e.g., clinical trials, supply chain) to improve accuracy and decision-making.
  8. Process Alignment: Customize analytics to fit each client’s unique workflows and business goals
  9. Real-Time Decision-Making: Provide immediate insights that help clients respond quickly to changing conditions.
  10. Cross-Team Collaboration: Share dashboards and insights across teams to align efforts and improve communication.
  11. Predictive Analytics: Anticipate challenges and optimize results with forward-looking analytics.

 

Einstein Analytics is changing the way organizations in life sciences, healthcare, and clinical trials use data. With its AI-driven insights and real-time analytics, it empowers faster, more informed decisions. By partnering with VFP Consulting, companies can fully leverage the power of Einstein Analytics to streamline operations, collaborate more effectively, and improve patient and trial outcomes.

 

We are registered Salesforce® & Certinia partners
and honored to be 2X Partner of the Year for Certinia and 3X Inc.5000 winner

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Raul Acosta

Sales Director

As an agile, focused and collaborative team player Raul strives to consistently take a holistic approach and make an impact with each networking experience and partnership forged.

 

With 15+ years of experience in sales strategy, application sales, and relationship management, he excels at solving complex business challenges through data-driven insights, superior customer service, and relevant Salesforce expertise.

 

As a former trusted advisor at Certinia and Salesforce, Raul has successfully implemented strategies that drive revenue, align business units, engage target audiences, strengthen brand image, maximize productivity, develop people, transform processes, and improve overall customer experience, showcasing his commitment to clients, partners, and colleagues.

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Michael Kelly

Engagement Director & Head of Project Management

Michael, with a background in project financial management and analysis, has spent over a decade in various project management roles. Leading clients, project teams, and fellow project managers, he ensures successful project deliveries and implementations. Michael’s PMP Certification enables him to stay current with the latest industry standards and project management practices.

 

Passionate about his field and role, Michael finds fulfillment in successful projects, tangible results, and meeting client needs.

 

Throughout his experience in engagement management Michael has successfully led over 25 clients, projects, and go-lives. He has overseen a project budget portfolio of $25 million per year, managing 21 separate project engagement efforts concurrently for his client base. In his career, Michael has hired, trained, and personally managed a team of over 50 project managers.

 

He has also contributed to the development and training of new agile project methodologies in multiple companies.

 

Currently, at VFP, Michael has played a crucial role in implementing the new agile methodology across all active projects for their client base in 2023.

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Greg Plaisance

Managing Consultant

Throughout his career at VFP, Greg has progressed from the role of Consultant to Senior Consultant and currently serves as a Managing Consultant.

 

With 15 years of experience in the financial services industry, Greg possesses a diverse skill set that spans Retail Banking, Post Audit, and Consulting. He holds 3 Salesforce certifications and 2 Certinia certifications, showcasing his expertise in areas such as Accounting, Revenue Recognition, Billing, and leadership strategy. Greg’s extensive background equips him with a deep understanding of financial processes, enabling him to offer valuable insights and guidance to clients within the industry.

 

Passionate about process improvement, efficiency, and leadership he helps companies by managing the systems that support their core objectives, allowing them to focus on their key goals.

 

Greg aims to build VFP into a premier consulting firm that is highly sought-after by both clients and professionals as a desirable place to work.

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Kristin Hubbard

Managing Consultant

Kristin, a seasoned Salesforce and Certinia professional since 2011 specializes in Financial Management, specifically focusing on areas such as Billing, Revenue, and Accounting.

 

With a degree in Accounting, Kristin began her career as a Billing Specialist, where she actively contributed to the implementation of Salesforce and Certinia, showcasing her problem-solving skills and passion for process improvement.

 

Recognizing her abilities, she transitioned to the role of Certinia Administrator, playing a crucial role in the system’s global rollout. Later, as a Business Systems Manager, she assumed responsibility for the entire Salesforce platform. Motivated by her love for the job and a desire to help multiple organizations, Kristin pursued consulting, specializing in Certinia ERP and leading consultant teams for approximately eight years.

 

Since 2018, she has played a vital role in planning and executing the Florida Dreamin event. Recognized as a Salesforce MVP in 2023, she holds 7 Salesforce and 1 Certinia certification, demonstrating her expertise and dedication to growth.

 

Kristin understands the value of embracing technology and streamlining processes to reduce costs and enhance profitability. With expertise in Salesforce and Certinia, she guides organizations to implement efficient systems, optimize operations, and achieve financial success.

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Ty alibhai

Managing Consultant

Ty is a seasoned consulting leader who has focused his experience over the last 15 years on the Salesforce platform and solutions in its ecosystem. He brings 20+ years of business knowledge, consulting experience, and a knack for successful Salesforce and Certinia implementations in the quote-to-cash space. Ty has successfully implemented technology solutions such as Salesforce and Certinia to over 100+ customers over his career and has led/managed consultant teams of 5-10 people.

 

Graduating from UC Berkeley’s Haas Business School and with a strong background in Computer Science, he launched his career in technology consulting. He focused his career on the Salesforce platform after experiencing success at Salesforce in the early 2000s and growing that knowledge with consulting partners the latter half of his career. His knowledge spans multiple industries, solutions, and market segments from SMB to Enterprise level experience.

 

As part of his role at VFP, he effectively manages a team of consultants, empowering them to achieve their career objectives. He also leads project teams and ensures the seamless adoption of technology, thereby driving client success at VFP.

 

Driven by a strong desire to make a positive impact on customers’ lives by simplifying their experience with new systems he excels as a leader, mentoring consultants and guiding project teams to successful outcomes.

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Nick Anderson

Managing Consultant

A global Salesforce and Certinia consulting and implementation leader, Nick is an expert in his field with more than 8 years of experience on the platform, specializing in Quote to Cash and Professional Services Automation best practices.

 

With a focus on mid-market and enterprise accounts, Nick brings a deep knowledge of best practices to all aspects of client projects including change management, business process documentation & improvement, system configuration, revenue recognition and managed services.

 

With an extensive background in International Business and PSA solutions, Nick is the driving force behind the VFP consultants, helping the team tap into their full potential in order to deliver excellent results.

 

Never one to back down from a challenge, Nick embraces his ever-changing environment and encourages customers to do the same as a way to drive further success down the road. He stresses the importance of clear communication and building strong working relationships in order to effectively articulate a vision for the future of a business.

 

Using his own years of consulting experience as a touchstone, Nick’s focus is on developing talent and ushering in customer success for the VFP team across the board.

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Doug Johnston

Chief Operating Officer

Building scalable large-capacity services teams in enterprise environments for more than 25 years, Doug is focused on operational excellence and builds high-quality and high-growth companies and teams.  


As COO, Doug’s responsibilities encompass overseeing all facets of customer services including a Project Management team, internal operations, and a team of expert consultants. His primary focus lies in fostering a high-performing team and culture, guiding its development, providing support, and offering coaching to optimize efficiency.

Doug’s diverse experiences in industries including software services, government, private sector, medical, and beyond have led to the development of a global team, overseeing projects ranging from small initiatives to multi-million dollar implementations and long-term relationships with clients.


With unwavering determination, Doug strives to establish a top-tier consulting firm in collaboration with VFP’s CEO, Stephanie Taylor. Together they shared a vision that transcends software implementation, aiming to provide value, challenge conventions, and leverage expertise for optimal outcomes. Though strategies shift with growth, the core objective of building an exceptional company remains a constant in Doug’s journey. 


Doug joined VFP in its infancy, with a goal to grow the team and scale the operation – which is now doubling year over year, based on a passion for people matched with a deep sense of purpose. With 2x INC5000 placements under 1000, team growth of more than 10,000%, high customer success ratings and stability within the team, his leadership has proved vital to positive growth and long term stability for VFP. 

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Stephanie Taylor

Chief Executive Officer

A sought-after leader with a 20+ year history working with global Fortune 500 companies, Stephanie is a business process expert with a deep and well-recognized expertise in the Salesforce and Certinia ecosystems, with a focus on Quote-to-Cash, ERP, CRM, and Financial Management.

 

Stephanie founded VFP Consulting to offer companies with access to a 360 approach to not just implementing but managing their technology investments over time, from aligning people, process and product needs to long term management that maximizes the investment and fuels growth and business needs over time. 

 

Front-line experience overseeing 100+ projects and relationships with diverse clients, from mid-market enterprises to billion-dollar enterprises, Stephanie’s expertise spans high-growth businesses, private equity, mergers and acquisitions across various industries. Her leadership at VFP places a premium on the core values behind the name – Vision, Focus, and Passion.

  • Industry:
    Call Center Technology
  • Company Size:
    • 2,000+ employees around the world
    • 2,500+ enterprise, mid-market, and SMB customers in 104 countries
  • Solutions:
    Certinia Professional Services Cloud