The client is a leading North America-based energy management company that delivers innovative solutions to large commercial and industrial energy users.
The client has sales teams in both US and Canada. They were managing their sales targets and forecasting manually. This delayed the visibility to the management on the sales team’s progress and prevented making necessary interventions as required.
PreludeSys analyzed the management team’s requirements and understood how the need can be visualized using dashboards.
PreludeSys team initiated a four steps approach.
First, the team implemented the Salesforce MultiCurrency feature that maps location specific for targets for the sales team.
Second, we enabled Collaborative Forecasting to calculate their sales data, such as
Third, the team created customized reports and dashboards specific to the Salesperson and the Executive Staff to display opportunities based on their locations.
And finally, we established Access Control protocols for the reports based on hierarchy and geography.
PreludeSys solution