Helping a Staffing Company Harness the Full Potential of Salesforce CRM

Our Solutions

  • We modified the client’s Salesforce system code

  • Our developers updated the Before Trigger on the contract object

  • We set up a mechanism to capture the data from specified objects

  • The settings of invoice fields were tweaked

Helping a Staffing Company Harness the Full Potential of Salesforce CRM

Client Challenges

  • The client is already using Salesforce, but unable to generate contract documents

  • They’re unable to add two additional fields to store invoice amounts

  • Each of these fields must be auto-populated with a third of the total expected amount

  • Sales reps are unable to update invoice amount fields

  • The system is unable to auto-populate data in desired fields from certain objects

Business Outcomes

  • The client is able to generate contract documents

  • The two required additional fields were added, as desired

  • Each of these fields is able to store a third of the invoice amount

  • Invoice amounts can now be altered without hassles

  • The system is auto-populating data into the required fields from specified objects

  • The productivity of sales reps improved by 40%

  • The sales revenues of the client shot up by 34%

Conclusion

Implementation of Salesforce CRM Resolves Problems with Existing Salesforce System, Resulting in a 40% Increase in Sales Rep Productivity and a 34% Improvement in Revenue