Sales Cloud Implementation

  • October 22, 2018
  • Girikon
Sales Cloud Implementation
Background

The Client, a USA based tire repair firm, was looking to automate its sales, revenue forecasting and planning processes on the Salesforce platform with the goal of automating their completely processes, presently managed with difficulty using Excel.

The Challenge
  • The challenging part was around getting the team on board the Salesforce platform and ingrain the belief that it could be scaled up to meet all their business needs
  • Extensive Consultancy and training sessions brought results
  • Building a custom forecast module was another critical part of the project as the team managed for long term & short term planning
The Girikon Team Solution

Girikon consultants worked very collaboratively with the client team, digging deeply to understand nuances of the as-Is processes.

Once that was done, our team was able to design, develop and implement a tailor-made solution incorporating:

  • Automated Monthly IHS Data Imports
  • Automated Revenue Calculations using take ratio for each vehicle category
  • Custom Forecasting for Long Range Plans (LRP) & Annual Plans (AP)
  • Custom Reporting to show deviations between forecast and actual revenue
The Result

The solution helped our client:

  • Automate their Long Range and Annual Planning processes
  • Process improvement and freedom from manual IHS data entry
  • Ease of business through automated revenue calculation and customized reports
  • Availability of historical data for reporting on business growth
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