Forecast Manager
Client Requirements
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To build a predictable sales outcome by equipping/enabling salesperson with coaching device
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Run through series of sales assertive questions for sales team to predict the forecast of the opportunity
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Provide recommendation & timely alerts for sales team to have proper follow-ups on opportunities market place
01
Challenges
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Developing UI to be compatible on desktop browser & also lightening enabled
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Collating various Business Intelligence data based on the sales manager response
02
Solution
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Leveraged Salesforce & Force.com platform & sales cloud module to build the Appexchange product
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Solution leveraged opportunity module against which set of assertive questions were asked to the sales manager to respond
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Built/developed schedulable jobs to create analytics & generated various reports for the management
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Solution was lightening enabled
03
Benefits
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Solution enabled more accurate & predictable outcome on the opportunities
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Enabled management to get good insights into the sales activities & on predictable revenue
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Enabled sales team to be more assertive & also take proper action at different stages