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.
Overview Of HubSpot Migration Services An expanding technology firm was struggling with isolation between its sales and marketing operations. Each team used a distinct type of data management software. The sales team managed their data through Salesforce, while the marketing team relied on HubSpot to handle customer data. The Firm’s Problem Reliance on two different […]
Overview The client is a US-based marketing company that recently obtained a business in the UK. Although both entities are in the same industry, they used different Salesforce systems designed for their respective countries to house their data. Per the merger agreement, the client had a deadline of 30 days to complete the Salesforce org […]
Overview A sales outsourcing company had limited or no visibility into its agent performance. The Sales reps were involved in high-volume prospect interaction and different goals for each customer account. After the implementation of Salesforce CRM Analytics, the customer could analyze each customer account’s health and each team’s performance and provide sales coaching based on […]