We addressed the challenge of our client by establishing a Visualforce-based goal-setting solution.
- We worked with the corporate and regional leadership teams to identify key business metrics, which could measure the performance of sales reps
- This was followed by the design of a baseline forecasting algorithm, which helped the regional managers identify approximate goals based on the performance of the sales reps and the region as a whole customers’ perspective
- The solution was ﬂexible enough to accommodate ﬁne tuning based on managers’ experience
- Our solution helped the regional leadership to allocate appropriate goals to sales reps, resulting in better attainment
- Region managers could update goals in Salesforce and the ERP system in real time