medical services
forecasting system
FIGURES: NDA
About project
The company is using cost distribution and invoice generation on Salesforce. They wanted to add a forecasting function to their system.
SOLUTION AND TECHNOLOGIES
We amended their existing functionality with calculations based on existing information and approximations, that allowed to create reliable forecasts and improve their decisions.
• Salesforce Sales Cloud • workflows/processes • reports/dashboards • Visualforce • Apex controllers/triggers • async Apex • PDF/XLS rendering • javascript • CSS • Salesforce Lightning design system •
• Salesforce Sales Cloud • workflows/processes • reports/dashboards • Visualforce • Apex controllers/triggers • async Apex • PDF/XLS rendering • javascript • CSS • Salesforce Lightning design system •
VALUE
The customer is able to predict financial results of their operations, and distribute their priorities accordingly.
Date: February 2018 ● Category: Sales Cloud / App Cloud
Thank you guys, forecasts are accurate, we're fine to go to production.
CEO of the Customer Company