⦾ Sales commission for LQ, SQ and MQ teams was on the SQL database & accounting system making data difficult to access.

⦾ Commission logic needs to be restructured based on acquired data.

⦾ Sales team was not able to see accumulated commission when needed.

⦾ Commissions based on services sold couldn’t be accessed in a single report.

⦾ Reports and working hours needed to be consolidated.

⦾ Opportunity Stages were not differentiated by service.

⦾ System was not driving the process – process was manual.

⦾ Too many systems to manage from acquisitions.

⦾ Implemented Sales Cloud & Custom Cloud.

⦾ Created new sales commission structure based on LQ, SQ and MQ teams, regions & customer tiers.

⦾ Created custom pages for better sales flow.

⦾ Defined new sales process with Opportunity Stages based on services.

⦾ Built custom components so the system drives the process in each stage by assigning tasks or next steps.

⦾ Created multiple reports.

⦾ Integrated with billing system to retrieve data once payments are received.

⦾ Migrated & Integrated multiple Salesforce instances from 8 acquisitions (Appletree Answering services, Beryl Health, Notify MD, Shred-it,…) of Stericycle.

⦾ Restructured the processes to work productively after the migration & integration of the systems from acquisitions.

⦾ All commissions are being calculated real-time on Salesforce.

⦾ Sales process is seamless and fast across all services sold.

⦾ KPI’s have improved now that the system is driving the process and alerting managers if the tasks are not completed as expected.

⦾ Data is accessible real-time through reports.

⦾ Data is synced real-time between Salesforce and billing system.

⦾ Integrated & Migrated systems from acquisitions are working seamlessly.

⦾ Reporting is real-time.

⦾ One process is implemented across all the business inherited from acquisitions.