August 8, 2020
Sales Team Performance Tracking in Salesforce

Sales Team Performance Tracking in Salesforce

Solution Delivered

Cynoteck Team delivered a custom module for Sales Team performance tracking on internal portal wherein we delivered:


  • Identified and implemented key performance indicators to measure salesperson’s performance.
  • Custom dashboard to perform trend analysis of salesperson’s key performance indicators.
  • Created automated scheduled jobs to perform data calculations to facilitate faster dashboard performance.

Business Value

  • Business was able to efficiently monitor and track sales team performance with minimal manual steps saving approximately 20 person hours per manager per month.
  • Efficient solution to ensure all Salesforce platform limits are adhered to; to avoid any execution errors due to data volume.
  • Delivered a scalable system to ensure any changes in team structure doesn’t impact dashboard metrics and performance.
  • Removed all manual steps leading to error free and effortless analytics leading.

Project Details

  • Technology

    Sales Cloud, Sites, Apex, Visualforce

  • Team Size

    3

  • Duration

    2 Month

  • Industry

    Utilities

Sales Team Performance Tracking in Salesforce

Solution Delivered

Cynoteck Team delivered a custom module for Sales Team performance tracking on internal portal wherein we delivered:


  • Identified and implemented key performance indicators to measure salesperson’s performance.
  • Custom dashboard to perform trend analysis of salesperson’s key performance indicators.
  • Created automated scheduled jobs to perform data calculations to facilitate faster dashboard performance.

Business Value

  • Business was able to efficiently monitor and track sales team performance with minimal manual steps saving approximately 20 person hours per manager per month.
  • Efficient solution to ensure all Salesforce platform limits are adhered to; to avoid any execution errors due to data volume.
  • Delivered a scalable system to ensure any changes in team structure doesn’t impact dashboard metrics and performance.
  • Removed all manual steps leading to error free and effortless analytics leading.

Project Details

  • Technology

    Sales Cloud, Sites, Apex, Visualforce

  • Team Size

    3

  • Duration

    2 Month

  • Industry

    Utilities

0 0 vote
Article Rating
Subscribe
Notify of
guest
0 Comments
Inline Feedbacks
View all comments
0
Would love your thoughts, please comment.x
()
x