Our support team upgraded their reporting system to better analyze the sales pipeline, eliminate redundancies and funnel data into dashboards that could be used to forecast sales. We also added Reporting Snapshot so the client can capture periodic point-in-time summaries and review comparative analytics.
“I’m very happy with the quality of service I received from Nubik’s support team. I love that I can follow the status of my tickets through the Community portal and keep an eye on the Budget page.”
The client now has a simplified dashboard with greater sales pipeline visibility to better understand each division’s opportunities and coordinate. Reporting Snapshot is helping the client keep track of their pipeline by comparing it to previous time periods. By removing redundant entries, they’re also making better use of Salesforce technology to oversee ongoing deals with clarity and ease.
Gemitech Electrotechnical is a leader in engineering and electrical power service with 30 years of experience focusing on medium and high voltage systems. They operate in the private and public sector working with hydroelectric plants, wind and solar farms, as well as manufacturers, mining companies and more.