Sales Team Management

Company size:

Presence:

Technologies:

50+ Employees

Australia

Power BI, Azure SQL DB, Azure Data Factory

01:

CHALLENGE

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.

02:

SOLUTION

  • creation of ETL processes in Azure Data Factory and Data integration from Salesforce, Smartsheet, and XLSX files
  • design and implementation of Azure SQL DB
  • data Modelling and Power Query implementation in Power BI
  • design and creation of live dashboards and reports for a sales team
  • presentation of Power BI reports on multiple screens for sales reps
  • optimization of Azure costs and components used optimization of sales contacts and increased effectiveness

03:

RESULTS

  • higher conversion rates for existing opportunities
  • higher lead generation KPI
  • increased sales and targets exceeded by 20%
  • semi-live results vs target monitoring presented on the screens in sales-team open space

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contact

Let's talk

Katarzyna Strzelecka

Sales Operations Manager

+48 722 233 444

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contact

Let's talk

Clouds On Mars needs the contact information you provide to us to contact you about our products and services. You may unsubscribe from these communications at any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, please review our Privacy policy.

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