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
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