Salesforce Sales Cloud & High-Territory Management implemented for a Medical Device Company
Project Description
SP Tech implemented Territory Management solution in Salesforce Sales
Cloud for a Medical Device Company, enabling them to efficiently
monitor their sales teams in different regions for better revenue
generation.
Industry
Healthcare Services
Products
Salesforce Sales Cloud
Project Challenges
The major challenge(s) to offer a comprehensive solution to the client:
- Sales Team management
The client wanted a mechanism for efficient monitoring of their sales teams in different regions for better revenue generation
The client also looked forward to achieving these points:
- See territory setup/teams across different regions.
- Visibility into sales team of every region.
- Automatically assign clients/contacts/opportunities to region
- Group territories according to a common denominator.
Salesforce Sales Cloud & High-Territory Management implemented for a Medical Device Company
We implemented the following solution(s) to overcome the above challenge(s) for our client.
Salesforce Territory Management is the holistic solution to achieve all the above
challenges. We studied the client’s geographic presence and analyzed their team
structure to set up territories. The territory model provides a very clear tree like structure to show all the territories.
One can use + option to expand the region to see further divisions (if any). Just by clicking on any of the territories in the territory model, one can see all the
details of that territory. It shows the list of users assigned to that territory. One can
add/remove users from the list as needed.
Project Results
- Analyzing Sales Territories
Analyzing Sales territories as to how they are individually and collectively performing, and how they get distributed, became easier - Increasing Sales and Reducing Cost
Increased Sales and Reduced Cost with Enhanced Coverage and Aligned Territories. - Increased Productivity
Increased Productivity and Customer Satisfaction. - Quick and Accurate
Quick and Accurate Measurement of performance through Analytics and Reporting
Our customers love what we do
SP Tech has impacted over 3X in revenue around the world. Our contributions are quite evident in our customer success stories.
Kimberly Donald
Our company has been highly satisfied with the professionalism of SP Tech. Some of the reasons we enjoyed working with them on this project include great communication, prompt response times, creative solutions, and friendly and knowledgeable staff. SP Tech has been a great partner and made a large and difficult conversion from Salesforce Classic to Salesforce Lightning seem easy, all the while creating custom pages and solutions to meet our company specific needs. SP Tech was ready to take on each and every challenge.
Warren Lorentz
SP Tech is a great team of proficient programmers. I highly recommend using them to build custom trading tools and web applications. They were meticulous, detail-oriented, and followed up when they had questions. I enjoy working with them.
Jordan Archie
Roshan and Tushar are amazing developers and are extremely smart when it comes to Salesforce. I highly recommend working with this team in the future you’ll get great results and an excellent product.
Ricky M
After working with many salesforce consultants/development teams, I can say that it has been extremely difficult to find a partner who could communicate frequently and effectively, and one that understands our needs perfectly. It is also critical to find a partner who can offer solutions beyond just the original expectations or desired SOW. Thinking outside of the box to provide more solutions and options to the existing problems that we are trying to solve is simply how SP Tech operates and for that reason, I plan to use them on all of our future salesforce projects. They have always been quick, transparent, and have been brilliant in execution. The quality of work is top notch and I can count on them to get it done, and go even further. Great work by the SP Tech team!
Subrina S
SP Tech’s works have helped change the company’s operations and scale and create a future sustainable business model. The team holds regular meetings, keeping track of each process and addressing requests and concerns.
Ketan Doshi
Well, SP Tech is one of best mobile app development companies that I have ever came across. I must say that have an excellent ability to understand the requirements and work accordingly. They and their team are the best and I have a seamless experience with them. I can say that the team of SP Tech has played a major role in our application.
Sandip Sheth & Associates
Development teams that I have ever came across. I got the results as I was expecting and worked exactly as I requested. Their team was excellent on their on-time deliveries and were also dedicated and qualified in their work. I got two projects done from the team, and both of them surpassed the excellence.
David Kane / CTO, Hometown Firefighters
The team always communicated very well with us and they kept the deliverables on time. Salesforce is not an easy system to code on to say the least. I was very impressed with the team’s talent to push through and get the job done. The whole team was great and all around great experience and would definitely use them again if needed.
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