A construction company was using a set of IT tools, managing their financial, sales, and project management data. However, using data combination from Salesforce, MYOB ERP and Smartsheet was not easy.
The Customer had an issue with monitoring their sales team and presenting it together with real financial data:
- no visibility on current targets and sales results
- hard monitoring of personal sales performance
- issues with sales team motivation and bonuses
- integration of multiple XLSX files with targets and sales from Salesforce
- semi-life monitoring of current progress and sales team results.