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  • APPROACH

    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 ?exible enough to accommodate ?ne tuning based on managers’ experience

    KEY BENEFITS

    • 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

    RESULTS

    • Goal attainment increased from 87% to 96%
    • The client also witnessed a 4% increase in the overall quarterly revenue

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