The Sales Reports You Want vs The Sales Reports You Get (video)

Jimmy LutzBig Data & BI, Offerings, Problem Solved, SalesforceLeave a Comment

Leadership at a large media and entertainment company with over 2,500 sales-focused users was receiving standard sales reports through Salesforce. Managers could not easily view data for each user in the same format as the rolled-up reports, and individual users could not see their own data the way their manager could. This meant that there was a constant disconnect between how leadership managed the business and how individual contributors tracked their own results. The popular business intelligence tools oversimplify the data or create basic dashboards, which did not meet the client’s needs. Working closely with our client, we developed a … Read More

Healthcare Research Firm Uses Enhanced Reporting to Improve Service Delivery

Jimmy LutzProblem Solved, SalesforceLeave a Comment

A healthcare research organization needed to better track invoices from project awardees, along with research metrics from multiple groups. Their manual data collection and analysis were disjointed, prevented the timely allocation of resources, and cost too much time. Out-of-the-box Salesforce reports and tracking were not meeting their needs. Our team built a custom application within Salesforce to track invoices and pull together other key data from across the organization. With their data now being logged within Salesforce, reporting became supercharged. The process that previously required multiple email approvals and attachments, now is automated, making critical financial and research reports readily … Read More

Monitoring Employee Productivity and Welfare

Jimmy LutzBig Data & BI, Business Strategy, Problem Solved, SalesforceLeave a Comment

reporting on employee well-being

During normal operations, a mid-sized consulting firm needs to track and report on several different parameters regarding their employees. The disparate data on employees reside in several different systems, making access, and review a time-consuming process. As the COVID-19 event unfolds, the company’s managers find themselves needing more data points for evaluating and monitoring employee productivity, morale, and efficiency. Several new fields are added to the various systems, many of which will remain after the pandemic is resolved. While this provided useful data points, it exacerbated the challenge of having multiple systems. Using a tool that we created, our team … Read More

Keep Your Salesforce.com Versions Straight

Trey AroseNews and Updates, SalesforceLeave a Comment

Keep Your Salesforce.com Versions Straight

Winter is just around the corner, and so is the next version of Salesforce.com! Currently if you are using Salesforce.com, and have multiple instances such as a production and sandbox environment you may be running two different  API versions. The sandbox may be at version 29.0 which is winter ’14, when production is running 28.0 Summer ’13. This can cause issues with change sets that contain items created in the 29.0 version environment. Production environments will see the new version in October. Below is a handy link that can help you identify when your version will see Winter ’14. https://trust.salesforce.com/trust/maintenance/ … Read More