Skip to main content

Analytical solution on Salesforce for Sales Department

Published by admin
06 February 2018
Salesforce
Retail

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.
Start your project now
JET BI TEAM
  • 1 Salesforce Developer
  • 1 QA
  • 1 Project Coordinator
TECHNOLOGIES
  • Visualforce
  • APEX
  • Batch Jobs
PROJECT TIMELINE
  • 2 months
Question to the expert

We have available resources to start working on your project within 5 business days

1 UX Designer

1 Admin

2 QA engineers

1 Consultant

Related Articles
All articles
Salesforce
IoT
Native IT Service Management solution for Salesforce®
There are numerous ITSM options on the market, the most prominent of which are: Freshservice, ServiceNow, BMC Remedy, SolarWinds Service Desk, and so on. They are all outside of the Salesforce system, necessitate additional user training, and have the potential to complicate the business process. As a result, many Salesforce clients seek native ITSM Salesforce solutions to consolidate all processes on a single platform. This was a project for our group.
20 September 2022
10 Effective ways to upsell Salesforce® to existing customers
When many companies look to increase their revenue, it's important to work with your most valuable potential market: your current customers. Given that acquiring a new customer costs 5 to 25 times more than retaining a current one, working on upselling and cross-selling is a much more profitable way to grow your business.
01 September 2022
Salesforce Summer ‘2022 Release: new worthwhile features in Sales and Service Clouds
Salesforce Summer '2022 Release has got many features in Sales Cloud and Service Cloud. They cover sales, onboarding, and operations in the service-based organization as well as a trove of forecasting features. Several features seem to be the most relevant for process automation, improvement of customer service, and increased collaboration between teams. They can minimize the use of time and enhance efficiency. Let’s have a closer look at some of them.
13 July 2022