Analytical solution on Salesforce for Sales Department | JET BI

Case studies

Analytical solution on Salesforce for Sales Department

Salesforce
Retail
Published
6 Feb, 2018
JET BI TEAM 
  • 1 Salesforce Developer
  • 1 QA
  • 1 Project Coordinator
TECHNOLOGIES 
  • VisualForce;
  • Apex;
  • Batch Jobs;
PROJECT TIMELINE 

2 months

Project description 

The whole project was implemented in short order without disrupting or holding on current operations. Thanks to the deep analysis of clients activity specifics there was developed a custom solution fitting all client`s needs. Client: One of the largest companies in the USA producing paint materials.

Goals and tasks 

It was necessary to develop a solution for sales specialists, which allows controlling volumes of sales performed, planned budget and percentage achieved targets for different time periods.

Project scope 
  • Existing data model in Salesforce updated;
  • The Batch for the sales data uploading and aggregating in Salesforce;
  • A scheduler created;
  • 3 reports developed: Month, Quarter, Year to date Sales widget reports;
  • Necessary portal customization provided;
  • Additional settings created to manage the data volume updating within the batch (update current month, current and previous, the whole year, etc.);
  • A flexible setting created to manage the number of Months, Quarters and Years to be available in the reports;
Result 
  • Sales specialists got a convenient way to control current sales volume, planned budget and percentage of achieved targets;
  • 3 reports were developed within the project: report to control values for a month, a quarter and a year;  
  • The specific characteristic of the provided solution is the possibility for a customer to switch from one sales manager to another in the course of the month (upon forming the resulting numbers)
  • Sales specialists got a convenient way to control current sales volume, planned budget and percentage of achieved targets;

  • 3 reports were developed within the project: report to control values for a month, a quarter and a year;  

  • The specific characteristic of the provided solution is the possibility for a customer to switch from one sales manager to another in the course of the month (upon forming the resulting numbers); 

Advantages of JET BI 
  • Unique technical expertise and experience in the area of Salesforce, SAP BI, and Mobile Development;
  • High quality results guaranteed by the efficient QA processes and the transparent handling of bugs enhancement applications;
  • Bureaucracy minimum adjustment to the client`s internal processes, challenges implementation with regard of the specific of the business processes;
  • High level of employees` motivation.

About Us

We develop and implement business intelligence solutions based on SAP BO/BW platform. We also provide the full cycle of Salesforce consulting: Salesforce implementation and customization, support, and ISV solutions. Mobile Development Department focuses on business solutions for iOS and Android. 

Get in touch

Minsk, Belarus
220002, Masherova avenue 19, 8 floor
Phone: +375 17 334 24 16

Projects: sales@jetbi.com

Career: jobs@jetbi.com

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