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)
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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.
