Project goal.
How might we surface insights for sales people to increase deal volume, close deals, and grow relationships?
Sales Cloud Home Page
Professional Services Firm; “franchisee model”
330,000 Global Salesforce Users
Highly customized SF environment
Lots of “walled garden” data
Custom security predicates
500+ Custom Components
UX Impact and Business ROI
25%
Increased global user adoption
10%
Support ticket creation reduction
15%
Reduction in manual reporting processes
20
Redundant CRMA reports eliminated
From
No sales performance visibility
Manually dig for data and insights
Reactive relationship management
One static home page for all users
Manual account research and news
Old SLDS UI
>
To
Personal sales performance refreshed daily
Automated metric alerts
Personalized home page
Automated contextual and personalized account news
Automated contextual account news
Modern UI / Aesthetic
Sales Performance Dashboard
Sales performance dashboard with personalization based on the logged in-user and driven by:
Geography
Business unit
Industry, sector
Offering portfolio, offering
Opportunity participation splits
