about client

Total Rewards Software

Total Rewards Software is a total compensation software that empowers companies to communicate the true value of total rewards to employees, new hires, and candidates.

industry

Industry

Financial Technology

project

Project

Salesforce Implementation

CTQ
challenges

Challenges

  • Only TRC’s sales staff adopted a portion of sales cloud. Previous implementation created a complicated Salesforce instance, very challenging for user adoption.
  • They were able to understand the extent of sales that had happened but no tracking and comparison on the sales volume for the various products.
  • A complicated product setup required TRC to invest more to correct past mistakes in order achieve the correct usage and adoption of their Salesforce instance.
  • There was no sales tracking in place to calculate the commission on each sale for the sales representatives.

solutions

Solutions

  • We gathered their requirements and investigated their current system to guide them with customer segmentation and product sorting.
  • Created a clear process to track the sales pipeline for TRC to improve forecasting.
  • Implemented methods to help in picking up trends and patterns of product sales cycle.
  • Created dashboards and reports to track individual sales commission and performance.
  • We set up a flexible discount pricing at both project and product levels to achieve more sales.

results

Results

  • The current instance has greater visibility, more details and identifiable data connections. It also paints a complete picture of how the data was gathered and what it is used for.
  • Reduction of average turnaround time for field reports by 50%.
  • Knowledge base articles (currently 200+) were being viewed regularly, and being tracked in salesforce.
  • Reduction of reports handling time by 40%
  • Data accuracy saw significant improvement.
  • Increased field visibility (more than 100 sales reps).

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