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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.
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JET BI TEAM
  • 1 Salesforce Developer
  • 1 QA
  • 1 Project Coordinator
TECHNOLOGIES
  • Visualforce
  • APEX
  • Batch Jobs
PROJECT TIMELINE
  • 2 months
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2 Senior Developers

1 SF Consultant

2 QA engineers

2 Admins