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Linking opportunity pipeline with resource planning for better business planning 

Industry: Hi-tech, Solution: Revenue growth, SFDC product: Salesforce.com Sales cloud 

Customer

Our customer is a Boston headquartered technology product and solution firm with a focus on data driven automation using machine learning and computer vision. 

Idea

Our customer was evaluating a solution to cover full cycle sales to operations process automation for customer engagement and aligning with internal operations including resource planning and finance management.

 

The goal was to ensure there is visibility from opportunity, proposal process, contracts process linked to resource requirements, invoicing and accounts receivable management.

 

We also integrated Salesforce.com CRM to NetSuite ERP to ensure a complete visibility and improved customer servicing to strengthen business planning and execution process. 

Impact

01

Linking Sales and downstream operations process (especially resource planning, billing projections and invoicing process) gave a traceability and also compliance against the original plan 

02

Enabling resource projections along side the opportunity pipeline helped better resource planning and allocation