Tracking Progress With Relatable

The Problem

Pinnacle Solutions uses Salesforce to track their sales cycle. Their sales agents have monthly targets across various metrics, including:

• Closed opportunities
• Repeat orders placed
• New accounts created
• New leads created

Pinnacle Solutions was using disjointed reports and list views to get an overview of their data and track progress. The team found they were wasting a lot of time exporting multiple reports into Excel, searching for records to edit, and often forgetting to update records after sales meetings.

The Requirement

Pinnacle Solutions' sales manager requested a unified view of all this data. They wanted it to be easy to find and easy to use without leaving the platform. The team needed to be able to apply filters to records without needing the admin to make changes. They also wanted a way to create and update records without having to navigate away from the page. In previous sales reports, the team could see related sales product information, which was useful in understanding product selling patterns. They wanted to continue seeing this data for opportunities and orders.

The Solution

Pinnacle Solutions' administrator found that nothing out-of-the-box met their needs. So they explored options on the AppExchange and found Relatable. Their administrator was able to set up a view that showed opportunities, orders, accounts, and leads in a single list. Each object was filtered to match the required criteria. The view included opportunity and order line item records, allowing the team to expand and see product information quickly.

Conditional formatting rules were used to make it clear what each row represented, highlight larger sales deals in green, and prompt users to complete key bits of information by making empty cells yellow. A sum total was added to the estimated value column so the team could see how they were progressing against their targets.

The Relatable component was added to the home page so it was easy to find. The sales team could have their group meetings and update records as they went without having to click away from the page. They could also have in-depth one-on-one sessions using the same view. Finally, the admin cloned the view and modified it to show last month's data, enabling the team to quickly switch between views to make instant comparisons.

Pinnacle Solutions admin used Relatable's declarative view builder to provide a solution without using any code. His users were happy and saved time. Requests for changes to reports and list views also reduced saving the admin time too. This gave them time to focus on their tasks, allowing them to hit their targets sooner.

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Could You Benefit Too?

Single object lists views, related lists and linear reporting constraints can lead to disjointed time consuming activity in salesforce, for both users and administrators. Relatable unlocks the power of combining objects together, with inline editing, row totals and many more time saving features.

Save time, be smarter, use Relatable.

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