Explore how Rishabh Software developed a customized Salesforce solution for a leading US-based eye health products supplier to automate account allocation, track sales visits, and deliver actionable insights for improved sales performance and decision-making.
Objective
The client wanted to develop an automated sales call planning software solution to help them gain better visibility among frequencies and duration of customer visits made by its team. The customized solution should provide an automated approach to allocate accounts to sales reps and also keep a check of their calls and visits.
Challenges
- Automate allocation of customers to sales representatives
- Reduce productivity error between sales and accounts team
- Deliver easy and intuitive reports to facilitate decision-making
- Implement approval workflows
Approach
Rishabh Software’s team designed a customized solution for managing customer visits by customizing Salesforce. The solution simplified the process of assigning accounts to sales reps, resulting in easier account segregation. This customization enabled planning calls and their frequencies. It also helped in generating various reports for analysis and better decision-making.
Business Benefits
- Improved sales performance and forecasting by segregating accounts
- Higher profitability by eliminating duplication in customer visits
- Enhanced decision-making process through KPI & Forecast reports
- Driving customer conversation with collaboration between the sales team and managers
Industry Segment
Technology and Tools
- Salesforce platform
- Apex
- Visual Force Pages
30 Min
