Client increased employee productivity and improved organizational growth using data-driven forecasting reports
About the Client
The client is one of the leading service provider, offering waterproofing, roofing, and decking services, also specialized in moisture intrusion solutions.
- Import data in Salesforce to form a centralized data repository.
- Integrated Edit Quotas app from Appexchange with Salesforce to create various reports
- Trained clients to customize quota fields to create profiles and reports.
- Improved productivity by 32% with the help of quota-based reporting and monitoring.
- Easy tracking of ROI and improved efficiency with the implementation of the dashboard.
Salesforce: Sales cloud
Technologies: Edit Quotas app, Quota fields customization, Centralized data repository, Construction