
Agent On-Boarding Process, Agents & KAM Portfolio Management & Booking Management for 100+ Sales Users
SALES CLOUD SOLUTION

Defined Custom Agent onboarding process with stages as per Sales requirement.

Automation of manual paper-based form fill-ups and onboarding approval.

Integration of Salesforce with Navitaire.

Implementation of check-in & check-out to track sales team time spent on meetings, visits, etc.

Tracking of Targets v. Actuals on month/year basis by building a custom account & KAM based solution.

Tracking of Contacts & Waiver/Favor against each Account was implemented.
VALUE / RESULTS

One Single CRM system, one single console

Complete 360 Degree view of Business Performance through easy dashboarding

Real Time data sync between Salesforce & Navitaire

Mobile-based application for Sales team to Track Time & Field visits

Tracking of Target Vs Actuals in real time due to Automation
