Hero Portfolio


Salesforce Customization & Enhancement


The Client

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.


The Project

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.

  • Easy Maintenance Easy Maintenance
  • Large Network Access Large Network Access
  • Automatic System Automatic System
  • Economical Economical


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