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Jake Raxworthy HELP for my first Case Study
Dear all, I need to complete a case study and I would appreciate if you can give me some indications and clues. As a restriction, Opportunity and Leads objects cannot be used, and the case has to be devolped in Salesforce classic. The case states the following:
I run an organization that sells 3 products, blue, red, and green gift boxes. We are targeting stores in shopping malls to use our gift boxes for gift wrapping their merchandise. Our sales people call and visit stores at the malls talking to store owners about our boxes. To help the sales efforts, our sales people carry sample boxes that they distribute to store owners that show some interest.
The best view of my sales team would be one that tracks sales from start to finish, and beyond. For one, samples are at a cost to my company, so I need to track how many samples each salesperson is giving out and how they lead to sales. Additionally, to make sure our customers are happy in the long term, we want to collect feedback from our customers. We want to know which of our customers are happy, what it is that makes our customers happy, and how our customer’s attitude changes over time. Finally, once a sale is made, it would be nice but not essential to provide both our warehouse and the customer with the details of the sale automatically. We want our customers to get product fast and be informed on when product will arrive.
Ultimately, I need to know what my sales folks are doing, which sample boxes they are giving out, when they make a sale, how happy they make our customers, and how they are building our customer base.
I run an organization that sells 3 products, blue, red, and green gift boxes. We are targeting stores in shopping malls to use our gift boxes for gift wrapping their merchandise. Our sales people call and visit stores at the malls talking to store owners about our boxes. To help the sales efforts, our sales people carry sample boxes that they distribute to store owners that show some interest.
The best view of my sales team would be one that tracks sales from start to finish, and beyond. For one, samples are at a cost to my company, so I need to track how many samples each salesperson is giving out and how they lead to sales. Additionally, to make sure our customers are happy in the long term, we want to collect feedback from our customers. We want to know which of our customers are happy, what it is that makes our customers happy, and how our customer’s attitude changes over time. Finally, once a sale is made, it would be nice but not essential to provide both our warehouse and the customer with the details of the sale automatically. We want our customers to get product fast and be informed on when product will arrive.
Ultimately, I need to know what my sales folks are doing, which sample boxes they are giving out, when they make a sale, how happy they make our customers, and how they are building our customer base.
Salesforce is a great tool for tracking daily activities and scheduled events! Through the use of reports and dashboards, you can show daily sales activity and what each of your team members is doing/have done. All you would need to do is set up a way by which you measure the rates of calls (completing vs. open activities) and through the power of one to better analyze activities (not going to get in deep on what this is, but just know that there are ways to show ratios of the calls and events).
The best way to remember Activities is by the following:
-Activities are made up of (a) tasks and (b) events
When it comes to how these relate to Outlook, Events (or Calendar meeting times) will match up with salesforce given the start and end time that you designate in either salesforce.com or in Outlook. Tasks will also sync with salesforce and show up in your To-Dos in Outlook.
Salesforce for Outlook is also a great tool in that it creates an easy bridge for your users to add emails to salesforce w/o copy and pasting (just click a button and it's automatically added in SFDC to the contact you sent). The only issue that some people have, which has less to do with Outlook & SFDC, is that Emails don't sync where they are supposed to. The reason for this is that users haven't built in the necessary contacts into Salesforce. Basically, SFO tries to look for a contact to relate to in Salesforce but because it doesn't exist it throws the email to an empty queue.
In Sum:
Dashboards & Reports will help your users track their daily activities (tasks and events)
Salesforce for Outlook will help make it possible by creating a bridge between the two interface
For your reference go through this article too,
https://help.salesforce.com/articleView?id=home_performance_chart_lex.htm&type=5
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.
Thanks.