Salesforce Sales Tracking and Forecasting Application Portfolio

A Leading commercial facilities maintenance and improvement service provider approached AllianceTek for their Salesforce Sales Cloud customization and setting up of the Annual Sales Quota and Activity Reporting needs. The client wanted to leverage their Salesforce platform to track comparative Sales data such as monthly quotas vs. actual sales closed, sales by products vs. actual sales closed, and the tracking of assigned activities vs. actual activities performed.

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