IT services

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

Client Overview

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

Business Need

  • 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.

VOLANSYS Contribution

  • 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

Solution Diagram

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Benefits Delivered

  • 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
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