Accelerators built by our team
Report Engine
We have a custom report engine built on SFDC. The report engine will export the data from SF reports to an excel sheet in a pre-defined template. You can then copy the tables and graphs to a power point or update the data if needed and write back to SFDC.
In addition to Salesforce Support Services, we also work on specific projects related to Salesforce. It can be an integration with a third party tool or a custom development to enhance your business process.
SaaS KPI Model
A pre-built solution designed to calculate essential metrics such as Annual Recurring Revenue (ARR), Incremental ARR, Monthly Recurring Revenue (MRR), Total Contract Value (TCV), Renewal ARR, and Annual Contract Value (ACV). These metrics can also be utilized in your custom forecasting.
Team Target Settings in Salesforce
While Salesforce allows for individual quota settings, it lacks built-in features for setting team targets. Our solution enables you to establish team targets on a Monthly, Quarterly, and Annual basis.
Salesforce Reports to PowerPoint or Excel
Do you need to work on monthly management reports that require exporting Salesforce data into pre-built templates? Our solution facilitates easy transfer of data into formatted Excel or PowerPoint files, saving you the hassle of manually copying and reformatting data.