Background

One of the oldest and most respected insurance company needed a solution for Sales Territory management and Analytics. They had evaluated both out-of-the-box Territory Management in Salesforce as well as 3rdparty AppExchange tools, but none were the right fit because they did not support Enterprise Territory Management for their specific needs and did not allow for customizable territory adjustments.

Project

The ACI team custom built Enterprise Territory Management, and developed analytics using Einstein Analytics to construct a one-stop, custom Dashboard embedded in a Lightning page that allowed for real-time Sales Performance. The dashboard took advantage of SOQL steps to enable a real-time refresh after every adjustment was added by a Visual Flow. All the components were presented through a custom tab in Sales Cloud.

Results

  • Customized Sales Performance Dashboard
  • Leveraged out-of-the-box components
  • Rapidly deployed globally across the enterprise
  • Custom Implementation without Custom Code
  • Easy maintenance in the future
  • Customer well-positioned to take advantage of future Einstein Analytics releases

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