AI TOOL PROFILE

WholeStory: Data Science Services for Sales and Marketing

WholeStory helps sales and marketing teams automate the collection and analysis of their data. It is designed for organizations looking to move from manual data wrangling to automated dashboards and predictive insights.

Pricing

Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.

At a glance

Best for
Sales teams, Marketing teams, Analytic departments, Businesses with limited data science infrastructure
Key use cases
Sales and Marketing Data Management, Automated Reporting, Predictive Planning, Budget and Resource Optimization
Integrations
Excel, SPSS, SAS, Power BI, Tableau
Visit wholestorywholestory software interface screenshot

How AI is used

WholeStory is a data science service provider that builds practical data management and reporting solutions. The company develops tailored processes to handle data acquisition, cleansing, and harmonization.

These services are designed for sales, marketing, and analytic teams across various sectors, including retail, pharma, and financial services. The workflow supports the pipeline from initial data ingestion to the delivery of visual reports.

Their approach includes descriptive and diagnostic reports, as well as predictive and prescriptive models that may help guide resource allocation and budget optimization. They use machine learning and AI tools to support these workflows.

Buyers should confirm that WholeStory works with a variety of existing toolsets. They build solutions that work with tools the business already uses, such as Excel, Power BI, or Tableau.

Key Features

  • Automated Data Management

    Supports the automation of data acquisition, cleansing, harmonization, and maintenance from internal warehouses, external suppliers, or APIs.

  • Multi-Level Analytics

    Includes descriptive, diagnostic, predictive, and prescriptive analytic capabilities to help identify trends and causal drivers.

  • Visualization Delivery

    Provides dashboards, scorecards, and automated reports delivered to various devices.

  • Machine Learning Integration

    Uses AI and machine learning tools to help automate insight production and workflow processes.

Use Cases

  • Sales and Marketing Data Management

    Automating the ingestion and cleaning of data from sources such as SAP and Salesforce CRM.

  • Automated Reporting

    Transitioning from manual chart production to automated dashboards and scorecards.

  • Predictive Planning

    Using analytic outcomes to identify causal drivers and plan for different business scenarios.

  • Budget and Resource Optimization

    Applying prescriptive analytics to support media weight optimization and sales force recommendations.

Integrations

  • Excel
  • SPSS
  • SAS
  • Power BI
  • Tableau
  • SAP
  • Salesforce CRM

FAQ

Who is WholeStory designed for?

WholeStory primarily works with sales, marketing, and analytic teams across industries such as retail, pharma, and financial services.

What tools does WholeStory use for visualization?

They leverage a variety of tools based on the client's needs, including Microsoft Excel, Power BI, and Tableau.

Does WholeStory provide only software or a service?

They provide data science services with flexible engagement models, which may include co-designing solutions or delivering outcomes as a service.

Source category: Data & Analytics

Source subcategory: Business Intelligence

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