Trekbin FORESIGHT provides forecasting solutions for businesses that demand customization based on special criteria or specific prediction which cannot be derived at using conventional parameters. We understand businesses and stay aligned with the niche elements that define most accurate indicative results. Using Salesforce as the platform, we integrate and collaborate various data pools for designing intuitive forecasting tools.
One of our clients, Kadant Inc are global leaders in fiber processing, fluid handling & doctoring and cleaning & filtration systems. They design and manufacture products used in industries ranging from paper to plastics and textiles to tires. So their forecasting needs, like all large companies with diverse operations are multidimensional and complex. Since their quotas and any other feeds are greatly customized, a regular Salesforce forecasting- even with the built in customization option for that matter,may not serve the purpose. That is where, Trekbin comes in. Our rich and advanced analytical, graphical and custom development skills while using the Force.com platform enable us to map the complex Forecasting needs of businesses and dish out solutions that are simply relevant and timely!
Generalized Forecasting based on traditional statistics and predefined criteria limits the extent to which you can predict your desired results. There are certain criteria that are niche to your business and to develop forecasting based on them and accurately is always a challenge. Integrating data from different sources to build a forecasting application requires advanced expertise.
An accurate forecast is critical to managing your business. Even though salesforce has excellent customizations options based on different criteria,to arrive at revenue and quantitative forecasting , there are times when one wants to accomplish more complex and qualitative forecasting like customer expectation, demand management , brand penetration, etc. The pool of data or information for such forecasting needs to be captured from sources beyond Salesforce. This requires higher level integration and thorough understanding of the niche forecasting needs and the business goals behind it.
We have built customized forecasting for our clients like Kadant along with suitable interfaces on visual force to match the application, like they wanted. They are thrilled with the results and look forward to the fiscal year.
Benefits and Highlights
- You can maintain a customized database or variable pool of information within salesforce or outside.
- Possible to integration quota or data into Salesforce for analytics and forecasting.
- Flexibility to design forecasting for revenue, quantitative or qualitative model.
- Design custom UI to suit the forecasting app.
- Re-assign targets and quotas based on forecasting – backwork
- Date: 04 August, 2015
- Client: Kadant Inc