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.
Anonymised Client Profile
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.
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
Measurable Impact
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
Client Feedback
Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of.
Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours.
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