Salesforce customization
for improved sales management

Client Overview

US based technology company providing new-age engineering services and solutions across multiple domains like IoT, Machine Learning, Cloud, Mobility, DevOps, and more.

Business Challenge

The client was using Salesforce to manage their projects and its data but was not satisfied with available staging and parameters in current version. They wanted to customize Salesforce as per their business model and stages for sales managers which would help them extract custom sales reports as required. For the same, they were looking for a Salesforce customization expert who can understand their business model and help them customize the Salesforce quickly.

VOLANSYS Contribution

VOLANSYS helped the client with a customized version of Salesforce where client could add multiple business stages, service domains, and more as per their business operations model. We also assisted them in setting up and configuring Sales Cloud (Salesforce app). Moreover, we customized following parameters for the client in Salesforce:

  • Added potential priority, new stages, business model, potential source, type of customer, and different stage dates to capture the dates when the potential reached those stages
  • Designed domain-wise revenue data model on Salesforce Sales Cloud and created page layouts for the same to visualize domain-wise sales figures on the platform
  • Setup automation rules to capture the data based on 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 to reduce the hassle of adding data separately
  • Implemented tracking of historical data of potential and leads to understand the efficiency of each salesperson by generating reports to see how much time an individual takes to progress each potential or lead
  • Implemented process builder to ensure the business process in the opportunity data model
  • Placed automated email alerts to all salesperson when potential/lead is marked as won, also, when the deadline is near or missed
  • Scheduled a monthly backup for Salesforce platform data which sends a backup email to organization’s IT team with a backup link
Technologies | Engineering Expertise

Salesforce | Software Engineering

Application Diagram

Salesforce Opportunity StagesSalesforce Opportunity Stages

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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