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Shiva AcharyaShiva Acharya 

Small business case


Hi team,
Just need quick help on the following use case. Any help will be appreciated. Thank you in advance

ABC company runs an organization that sells 3 luxury products: blue, red, and green gift boxes. They are targeting stores in shopping malls to use our gift boxes for gift wrapping their merchandise. The salespeople call and visit stores at the malls talking to store owners about the boxes. To help the sales efforts, salespeople carry sample boxes that they distribute to store owners who show interest.
  1. The company needs to be able to track and determine which boxes are and how many boxes are being sold (by sales rep and by sales team).
    1. Currently, there are four sales teams (Team A, Team B, Team C, Team D) that have two sales representatives each. Each team sells all three types of boxes.
  1. The company also wishes to track the stores that receive samples or make purchases to refine and target their marketing/sales efforts.
  2. Every box sold or given as a sample has a cost to the company associated with it (due to the rigorous box dying process), so they need to track the cost of the goods being sold.
    1. Red gift boxes - 50 cents/box
    2. Blue gift boxes - 25 cents/box
    3. Green gift boxes - 10 cents/box
  1. Of course, every box sold also provides revenue to the company which needs to be tracked:
    1. Red gift boxes - $5/box
    2. Blue gift boxes - $4/box
    3. Green gift boxes - $3/box
  1. As manufacturing processes are refined, the prices of gift boxes / cost of goods sold may adjust in the future - the company should be able to make those adjustments without impacting previous sales/sample metrics.
    Tasks
    Make sure to demonstrate how the client will be able to:
  • Track sales team’s efforts and determine which boxes are selling/sampled
  • Track what stores the boxes are being sampled/sold to
  • Track the revenue and cost of samples/sales
  • Provide visualizations of sales rep activities regarding selling efforts and provide insights into their accounts
Best Answer chosen by Shiva Acharya
ShivankurShivankur (Salesforce Developers) 
Hi Shiva,

You might want to check with the below superbadge as an pratice project before you jumpin with your requirement.

Superbadge link:
https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_selling_sales_cloud_specialist

This badge will guide you most of the stuff that Sales cloud provides and once you are good with it, you can easily build the requirement posted above. You may or may not get the exact steps to achieve above but you will at least get an idea to solve above problem.

Hope above information helps. Please mark as Best Answer so that it can help others in future.

Thanks.
 

All Answers

ShivankurShivankur (Salesforce Developers) 
Hi Shiva,

You might want to check with the below superbadge as an pratice project before you jumpin with your requirement.

Superbadge link:
https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_selling_sales_cloud_specialist

This badge will guide you most of the stuff that Sales cloud provides and once you are good with it, you can easily build the requirement posted above. You may or may not get the exact steps to achieve above but you will at least get an idea to solve above problem.

Hope above information helps. Please mark as Best Answer so that it can help others in future.

Thanks.
 
This was selected as the best answer
Shiva AcharyaShiva Acharya
Hi Shivankur,
Thank you for your reply and recommendation.
Regards,