Challenge

Managing Services and Tracking Revenue for an Opportunity.

Solution

Services Delivery Custom solution via Salesforce native Components.

Technologies and tools

Custom Object, Custom Button, Visualforce, Apex, Triggers.

Challenges

• Once Opportunity is closed there is no way to get insight into the delivery of services promised.
• Finance team unable to keep track of costs and retainers.
• Looking for an easy-to-use solution which can help multiple teams like Sales, Services and Finance.
• Need an insight into historical data.
• All data need to be exportable.

Solution

• Designed custom solution based on salesforce native features and components.
• Allows user to define the Deliverable Services (service + price per service) on Opportunity once it is closed.
• On Case Layout, it allows selection of services defined in Opportunity with quantities
• Based on selected services, the revenue is auto generated for each service.
• Created custom report types to generate reports and report data.

Result

• Better management of service deliverables.
• Finance team gets a good insight into products sold and burning of retainers.
• Complete view of Historical data.
• Easy Data Export.