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    UPSOLAR

    By slipstream service, we not only successfully implemented a sales management business, and will also be applied to expand the supply chain management, and will consider how to integrate the company's overall business to the Salesforce platform.

    • Challenges

      • The company hoped to track the ordered product, ensure that products are shipped and delays are dealt on time.
      • The company hoped to be automatically reminded of payment collection deadline.
      • The company hoped to improve the efficiency of salespeople through the SFDC system, and provide product quotations fast.
      • The company hoped to calculate the sales bonus in system.
    • Solution

      • Develop a complete set of tracking processes for products orders.
      • Customize multiple reminders, such as advance payment reminder, balance reminder and so on.
      • Develop automatic quotation function according to selected time period.
      • Develop bonus calculation method for different users according to different calculation rules. 
    • Effects

      • Sales bonus is calculated in real time. HR workload has been reduced greatly.
      • Payment collection work becomes easier.
      • Quotations can be made in a more convenient way.
      • Real-time alerts allow the sales to be informed of the payment balance situation.
      • Allow the management to check sales situation of each product, and know problems occurring in production instantly.