Designed Domain-wise Revenue Data Model on Salesforce Sales Cloud to Generate Required Sales Reports

US based technology company providing advanced technology engineering services and solutions across various industries.

• The client was not satisfied with available staging and parameters in current salesforce version. For the same, they were looking for a Salesforce customization expert who can understand their business model and help them customize the Salesforce stages under different domains for respective sales managers to extract custom sales reports as required.

• Added potential priority, new stages, business model, potential source, customer type and different stage dates
• Designed domain-wise revenue data model on salesforce sales cloud & created page layouts to visualize sales figures
• Setup automation rules to capture the data based on the company’s proprietary lead validation rules
• Setup triggers against stage fields of any potential in sales cloud to update certain fields (closed won date, proposal sent date, etc.) automatically
• Implemented historical data tracking of potential and leads
• Implemented process builder for business process in the opportunity data model
• Placed automated email alerts to all salesperson when potential/lead is won, or deadline is near/missed
• Scheduled monthly backup for salesforce platform data

• Delivered enhanced salesforce version to the client in just 20 days that exactly matches their business model
• Improved sales management with custom domain revenue tracking