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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