Project Description

Network Fleet

Creating higher visibility and optimization of all
sales deals

The Test

Take the Sales and Marketing team from a Professional Edition self implementation to an Enterprise Edition upgrade including a custom Product Configurator for Sales.

Great experience! …Mary took the time to understand our project initiatives, she helped us to determine the best way to reach our goals…
Kimberly King, Sales Operations Manager Network Fleet

The Science

  • Reconfigure SFA module to accurately support the new sales process
  • Leverage record types and page layout to tailor information to the different types of user profiles
  • Design and develop a custom product “configurator” to allow the Sales Team to include all products with various pricing tiers in their opportunities
  • Implement automated approval processes for discounted pricing request routed based on the price tier requested and supportSarbanes-Oxley audit requirements
  • Incorporate business validation rules to ensure completeness and accuracy of data
  • Created workflow rules to automate field updates and user notifications of next steps of sale process
  • Train the Sales and Marketing team on new solution and establish best practices
  • Develop System Administrator capabilities within the Sales and Marketing team to maintain the system independently

The Results

  • Very high user adoption in the Sales team
  • Executive review of reports and dashboards for measuring sales team progress toward goal
  • Much higher visibility to all aspects of the Sales deal
  • Positioned system for integration with back end fulfillment system to eliminate double data entry

Whether you’re a long time partner or just now evaluating the Salesforce ecosystem, we would love the opportunity to help you build for success.