Challenges & Requirements
Sales Team:
- Sales Process Automation: Automate the entire sales process, from lead generation to deal closure, using Salesforce.
- Organisational Hierarchy: Implement the organisation’s hierarchical structure within Salesforce.
- Sales Organisation Structure: Adapt Salesforce to accommodate a mixed sales structure, including distributed, indirect, and direct sales models.
- Sales Rep Organisation: Organise sales representatives based on territory, product, and vertical.
- Territory Coverage Model: Develop and configure overlapping territory coverage models.
- Lead Distribution: Automate the distribution of leads to sales representatives for improved efficiency.
- Deal Reporting: Generate detailed reports on deals for insights and forecasting.
- Account and Customer Management: Streamline the management of accounts and customers within Salesforce.
- Sales Methodology Setup: Establish a standardised sales methodology for consistency across teams.
- Product Configuration: Configure single and bundled products to suit the client’s diverse offerings.
- Recurring Revenue Tracking: Customise Salesforce to track recurring revenue effectively.
- Partner Tracking: Enable partner tracking on opportunities for enhanced collaboration and visibility.
