Optimizing the Views, Record Visibility, and KPI Reporting in Cramo Salesforce Org Regarding Sales Related Objects
Heino, Turo (2024)
2024
Julkaisun pysyvä osoite on
https://urn.fi/URN:NBN:fi:amk-2024102326711
https://urn.fi/URN:NBN:fi:amk-2024102326711
Tiivistelmä
The purpose of this study was to establish the foundations for reporting on new KPIs directed by the Sales Process of the client company Cramo. A secondary objective was to optimize the view, report and dashboard structure within the Salesforce CRM instance of the client company. The beneficiaries are the key stakeholders which are the users of the system and the people reliant on Salesforce data within Cramo.
The study outlines the problems with the current state and offers advice on future developments. The knowledge base is founded upon Salesforce documentation and discussion with the stakeholders including a survey. The stakeholders involved were the Process Manager, the CRM Super Users. The survey was presented to all managers and specialist users within the system, 22 of whom participated. The outcome of this study is a blueprint for separate projects that need to be enforced and executed to land on the optimal solution. This blueprint serves as a guide for setting up the projects to correct the problems discovered in this study.
The study revealed several problems within the system and serves as a manual to fix these issues. Tracking the new KPIs was the main objective for this study and the problems with the views, reports and the dashboards need to be resolved to achieve the optimal way for this. In essence, what needs to be fixed is that every user has access to what they need and nothing more. It is recommended that these issues be handled in the way suggested in the study and the deadline should be placed somewhere before the end of the business year.
The study outlines the problems with the current state and offers advice on future developments. The knowledge base is founded upon Salesforce documentation and discussion with the stakeholders including a survey. The stakeholders involved were the Process Manager, the CRM Super Users. The survey was presented to all managers and specialist users within the system, 22 of whom participated. The outcome of this study is a blueprint for separate projects that need to be enforced and executed to land on the optimal solution. This blueprint serves as a guide for setting up the projects to correct the problems discovered in this study.
The study revealed several problems within the system and serves as a manual to fix these issues. Tracking the new KPIs was the main objective for this study and the problems with the views, reports and the dashboards need to be resolved to achieve the optimal way for this. In essence, what needs to be fixed is that every user has access to what they need and nothing more. It is recommended that these issues be handled in the way suggested in the study and the deadline should be placed somewhere before the end of the business year.