Project Story: Creating a Comprehensive Sales Tracking and Site Visit Solution for a Beverage Manufacturer
A manufacturing client needed a management system to help incorporate mobile functionality and provide a basis for their IT infrastructure, including:
- Enhanced collaborative capabilities.
- Optimized company integration and functionality.
- Increased mobile usability and effective reporting.
Fast Slow Motion created a solution that solved these issues by:
- Utilizing Sales Cloud and Maps to support a nationwide sales team.
- Executing a system to track and display sales data within Salesforce.
- Implementing a mobile solution that enabled data entry in the field.
- Building reports to help communicate sales data efficiently to executive team members.
Fast Slow Motion created a comprehensive solution within Salesforce, enabling the client to:
- Save time on route planning and optimize travel.
- Streamline the data entry process at the field level.
- Automate the process of scheduling an additional visit.
- Provide near real-time reports to the executive team.