Case Study – Sales Outsourcing

Salesforce Sales Cloud

Pain Point

Solutions

Customer had a manual onboarding and offboarding process for the clients which delayed the process and impacted the revenue.

Developed an automated process to minimize manual steps and process simplification.

Unable to track commissions, renewals and SDRs. SDRs were getting double booked on a project that caused delays.

Developed a custom solution that handled auto-creation of renewals, resource management and implemented forecasting. Provided custom view to display resources usage and allocation across all project engagements.

Unable to track commissions. Customer relied on manual tracking using spreadsheets for forecasting and commissions.

Developed a lightweight compensation module to track compensation for the Inside Sales team as well as Sales managers.

Pain Point : Customer had a manual onboarding and offboarding process for the clients which delayed the process and impacted the revenue.

Solution : Developed an automated process to minimize manual steps and process simplification.


Pain Point : Unable to track commissions, renewals and SDRs. SDRs were getting double booked on a project that caused delays.

Solution : Developed a custom solution that handled auto-creation of renewals, resource management and implemented forecasting. Provided custom view to display resources usage and allocation across all project engagements.


Pain Point : Unable to track commissions. Customer relied on manual tracking using spreadsheets for forecasting and commissions.

Solution : Developed a lightweight compensation module to track compensation for the Inside Sales team as well as Sales managers.

Data Accuracy and Efficiency

Streamlining Data Accuracy and Efficiency through Country and State Pick Lists

Industry Media Technologies Salesforce Sales Cloud  Client Location US  Technical Solution Salesforce State Country Picklist Functionality and Excel Functions Overview In the rapidly evolving landscape of data management, organizations often grapple with challenges related to data accuracy and consistency. This case study explores how a company successfully implemented a functionality involving Country and State pick […]