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Salesforce Implementation to manage real-time tracking of Weekly Activities and Resource Performance

A US-based environmental consulting company that provides consulting in environmental evaluations and regulatory compliance.

Project Brief

Business needed a system to track salesperson’s weekly activities, resource performance, and billable activities. It also required visual graphs, reports, charts and graphs to display information, with the ability to display data based on custom date range selected and enter billable hours against activities.

Solution Delivered

Cynoteck delivered a custom resource utilization module.


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 up goals to calculate utilization.

Value Delivered

Complete visibility of salesperson utilization.

Salesperson performance tracking.

Low learning curve leading to 100% user adoption.

Faster data comparison over a period of time

Technology Stack