The Sales Cloud Enhancements Challenge

ESI wanted enhanced KPI’s, as well as executive-level dashboards created in their Sales Cloud platform. They also needed to gain insight into gross margins, and have the ability to review estimated and actual project hours.

Resolution Road Map

Following a thorough discovery of the enhancements ESI required, AdVic’s Salesforce consultants created a technical road map and implemented customizations that delivered actionable data.

Business Management

First, a custom Quarterly Revenue object was built. It contained roll-up summary fields, formulas, and custom fields for calculating project hours and margins. Then, connecting the Quarterly Revenue object with Opportunities provided executives with a 360-degree view to determining project viability and ROI. This connection enables them to efficiently manage the business, effectively allocate teams, and increase profits.

Data Integrity

Secondly, validation rules were developed to execute at project initiation. This ensured that data entered falls within ranges maintaining KPI integrity so business decisions are based on sound data. Custom Opportunity rollup fields were created along with Submission Stage validation rules to ensure needed data was populated prior to stage advancement.

Analytics

And lastly, executive-level custom Reports and Dashboards were developed. These provided key data insights, including project hours, opportunity viability, projected, and actual revenue and more for effective budget management.

The skilled Ad Victoriam team of Sales Cloud developers and consultants are experienced in cloud computing, CRM and Salesforce solutions, delivering proven results to small and large businesses in any industry. We offer consultation, implementation, integration, and customization all of the Salesforce clouds to help grow your business. To get started today, click here.

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