Revolutionizing Sales Operations: Transitioning from Excel to Salesforce for Enhanced Efficiency and Strategic InsightsTechnology solutions

The client, based in the United States, is a leading provider of data science and AI/ML solutions, serving diverse industries such as retail, CPG, and healthcare.

Seeking to streamline their manual data collection process, they turned to Salesforce for enhanced efficiency. With the expertise of V2 Team, the client achieved significant improvements in operational efficiency and process optimization.


  • Manual Data Management The sales team relied on Excel sheets to handle and organize their data, resulting in manual and time-consuming processes. Managing multiple Excel sheets daily for data collation and report generation added to the complexity and inefficiency of the workflow.
  • Lack of Scalability With the business growth, tracking information across multiple Excel sheets became increasingly challenging. The existing system’s limitations hindered the team’s ability to scale and adapt to the growing demands of the business.
  • Need for System Overhaul To overcome these challenges and improve overall efficiency, the client sought to transition from Excel-based data management to Salesforce. They aimed to streamline processes and incorporate changes in the existing system to enhance productivity and effectiveness.


  • Sales Cloud Configuration Implemented a Sales Cloud setup tailored to the client’s needs, enabling functionalities such as account and opportunity management. Developed custom features within Sales Cloud to capture revenue data, set up sales goals, and generate custom reports to track performance.
  • Goal Management and Collaboration Introduced the capability for users to define goals for accounts across different verticals, facilitating collaboration among multiple team members. Enabled seamless collaboration by allowing multiple users to work on the same account and utilize shared goals to drive sales efforts.
  • Revenue Segregation and Automation Enhanced opportunity management by enabling the specification of revenue segregation from different verticals at the opportunity level. Automated the total revenue calculation process based on segmented revenue data, streamlining and simplifying the revenue tracking process for increased efficiency.


  • Efficiency Improvement Achieved a 30% increase in overall sales process efficiency through streamlined workflows and enhanced data management.
  • Delivery Turnaround Time Reduced delivery turnaround time by 25% by optimizing sales processes and enabling quicker decision-making.
  • Insights Derivation Leveraged Salesforce’s out-of-the-box reporting capabilities to derive valuable insights, resulting in a 20% improvement in decision-making accuracy and strategic planning.
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