Wilco Source assessed client’s requirements and configured Sales Cloud to help them manage their Accounts and Contacts. The data they used to manage in excel spreadsheets were migrated to Salesforce using data loader and appropriate account to contact relationships were established.
To protect data based on ownership, an organizational security model was setup. Roles and profiles were defined to control data accessibility.
Automated recurring tasks were created for each account based on call frequency. Calls due each day displayed on agent’s home page as tasks. Reports were created for sales managers to help them manage activities and sales rep performance. Gap analysis reports were created for expected call frequency vs. actual call frequency for each account.
The project was delivered in Lightning with an interactive UI making navigation easier for the sales team.