Salesforce for Real-Time Website Tracking
Project Overview
A US-based environmental consulting company that provides consulting on environmental evaluations and regulatory compliance.
Challenge
- The client needed a mobile solution to track the salesperson's weekly activities, resource performance, and billable activities.
- The system required visual graphs, reports, and charts to display information with custom date range capabilities.
- The solution needed the ability to display selected date data (custom date range) and enter billable hours against activities.
Our Solution
Cynoteck delivered a custom page to show all charts and tabular reports.
Ability to enter work hours against activities.
A central place to see activities of all resources.
Monthly backup of salesperson data to show in reports, setting goals to calculate utilization.
Impact/Outcome
Salesperson Utilization Dashboard
Complete visibility of salesperson utilization through charts and tabular reports.
Performance Tracking System
Salesperson performance tracking and faster data comparison over a period of time.
Seamless Implementation & Adoption
Low learning curve leading to 100% user adoption and easy to use.
97+ Projects
74+ Customers/ Partners
80% Repeat Business
