Client increased employee productivity and improved organizational growth using data-driven forecasting reports


About the Client

The client is one of the leading service provider, offering waterproofing, roofing, and decking services, also specialized in moisture intrusion solutions.



  • Import data in Salesforce to form a centralized data repository.
  • Integrated Edit Quotas app from Appexchange with Salesforce to create various reports
  • Trained clients to customize quota fields to create profiles and reports.
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  • Improved productivity by 32% with the help of quota-based reporting and monitoring.
  • Easy tracking of ROI and improved efficiency with the implementation of the dashboard.

Salesforce: Sales cloud

Technologies: Workflows