Designed Domain-wise Revenue Data Model on Salesforce Cloud for a US-Based Technology Company
Overview
The client is a US-based technology company providing engineering services & solutions across domains like IoT, ML, Cloud, Mobility, and more. They were looking for a software engineering partner to help them customize Salesforce according to their business model and sales report extraction requirements. ACL Digital extended its expertise to develop custom stages and parameters in Salesforce to generate the required custom sales reports.
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Challenges
Dissatisfaction with the current staging and parameters in the existing Salesforce version
Lack of expertise to customize Salesforce stages under different domains
Solution
- 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
Outcomes
- Delivered an enhanced Salesforce version to the client in just 20 days exactly matching their business model
- Improved sales management with custom domain revenue tracking
