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