Westbrook have worked across DSV to create a powerful & flexible system, using Salesforce platform technology to unify their processes around the customer.
BUDGETS & ACTUALS (SALES TARGETS)
Allows DSV to record and report on target vs. actual achievement of sales quotas historically and in real time.
ENVIRONMENT GOVERNANCE CONSULTING
Consulting & Whitepaper to ensures DSV have a robust environment management process.
LEAD MANAGEMENT ENHANCEMENTS
Functionality to improve lead qualification and conversion and remove duplicates.
Includes mobile friendly web pages for details verification
Development for the auto creation of Service Lines
Data migration and transformation
Deployment & environment management
Design / architectural review & governance
MEASURING BUSINESS (PHASE 1)
Designed and implemented a new structure for handling Service Lines via Opportunities
Worked as a core part of the DSV team – to fix phase 1 deployment issues.
Built strong relationships and ‘normed’ as a team in tough circumstances.
MEASURING BUSINESS – GROWTH (PHASE 2)
Providing DSV the ability to plan for, and claim commission for Accounts that are expected to grow in value.
Additional enhancements to Opportunities and claiming business process.
Westbrook handed a more pivotal role in project management, data migration and deployment.
Provided training to global adoption team to ensure successful system and UAT testing.
MEASURING BUSINESS – CHURN (PHASE 3)
Providing DSV the ability to report on ‘Churned’ business as per group finance rules.
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