A Leading commercial facilities maintenance and improvement service provider approached AllianceTek for their Salesforce Sales Cloud customization and setting up of the Annual Sales Quota and Activity Reporting needs. The client wanted to leverage their Salesforce platform to track comparative Sales data such as monthly quotas vs. actual sales closed, sales by products vs. actual sales closed, and the tracking of assigned activities vs. actual activities performed.
AllianceTek, a business solutions company, assessed client's business needs and environment and proposed a solution that would help senior executives track, monitor, and assign Sales and Activities Quotas for the Sales Team. AllianceTek gathered detailed requirements from the client in terms of sales by product, by employee and by month. A hierarchy was set up so that the sales quota would add up and management could get a complete picture of which teams were meeting the objectives and which teams were falling short, without a need to drilldown. Activities’ tracking was enabled by Salesforce Matrix reports which can be run for a stipulated period of time and also scheduled to be emailed to the management team every month. Managers are now able to see how well the sales team is meeting its activity quota and measure success by checking lead conversion and creation of new opportunities
Tracking Sales and Forecasting were now just a click away for the sales manager who can now see how many opportunities are in Pipeline and how many are Closed. This solution assisted the client in deciding who, when, and where the sales team needed a push to meet its financial objectives and where to re-write the small milestones to reach the target of five million.
Acacia is a leading commercial facilities maintenance and improvement service provider for the eastern United States. Their corporate objective is to help commercial real estate owners and managers substantially reduce their building...
The AllianceTek team are the very best I've ever worked with. I absolutely recommend them. They are very professional and can totally understand the client's idea. They are also very flexible. After years of working with different developers I can honestly they are the best!! Thank you so much!
As an IT partner and solutions provider, AllianceTek will help you follow your objective and implement strategies that are unique to your business to see it through to completion – we don’t just follow instructions, we unleash the full potential of your vision. AllianceTek employs a global team of more than 100 skilled developers and consultants who approach every project holistically, giving full around-the-clock attention to understanding our clients’ needs and providing comprehensive, scalable and extensible development roadmaps.
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