About the client
The client is one of the leading service provider, offering waterproofing, roofing, and decking services, also specialized in moisture intrusion solutions.
Solution
- Imported data into Salesforce to create a centralized data repository
- Integrated the Edit Quotas app from AppExchange with Salesforce to generate detailed reports
- Trained the client team to customize quota fields for building tailored profiles and reports
Benefits
- Improved productivity by 32% with the help of quota-based reporting and monitoring.
- Easy tracking of ROI and improved efficiency with the implementation of the dashboard.