At a glance
- Industry
- Technology Services
- Platforms
- Salesforce Sales Cloud
- Service
- Implementation, Health Check
- Results
- 98% salesforce health-check score · 20 hrs to full deployment
The challenge
Having just upgraded to Enterprise edition, the team lacked the expertise to configure Salesforce for parent-child accounts, multiple technology vendors, regional pricing, and 3,000+ contacts.
What we did
- Multi-entity account hierarchy rolling revenue up from locations to parent companies
- Product catalog and multiple price books for US and Middle East markets, one-time and recurring revenue
- Executive dashboards with month/quarter/year views, big-deal alerts, and per-rep performance
- Automated renewal alerts at 60 and 30 days plus profiles, roles, and sharing aligned to the org
The results
The firm launched a fully configured Sales Cloud within the 20-hour Jumpstart, achieved a 98% health-check score, and equipped a customer-success manager to administer the system going forward.
Wow. It just made my life easier.
Client, Technology Services
Does this sound like your team?
- Revenue for a parent company is added up by hand because each branch or location sits as an unrelated account.
- Pricing differs by region and by whether a line is one-time or recurring, and Salesforce has no way to show it.
- Renewals slip because nobody is reminded until the customer calls, and a recent edition upgrade sits largely unconfigured.
Where we would start
Start with the account model, because parent-child hierarchies decide how revenue rolls up and who can see what. Next, build the product catalog with a separate price book for each market, keeping one-time and recurring items distinct. Renewal alerts and executive dashboards come after the data model is sound. Set profiles, roles and sharing to match your org chart, and train an internal owner to administer the system afterward.