bolt-metric

Salesforce introduced Lightning in 2015, and since then, has made significant improvements to it. Lightning has fundamentally enhanced the user experience, and the Lightning framework provides the building blocks for creating a user-centric design.

Many companies have migrated to Lightning, but very few can harness the full power of Lightning. The primary reason is that companies approached the migration from a technical problem perspective and not from the user experience point of view.

The Lightning framework provides much more than just UI enhancements, and to show the possibilities we built the Metrics framework. We went a few steps ahead, and also created the reusable components, which can accelerate the transformation.

So, if you have already migrated to Lightning or thinking of doing so, the Metrics framework is here to help.

Critical Components of Metrics Framework

Personalized Home Pages

Leveraging the reusable components, the Metrics framework allows you to build custom home pages for every type of user. Sellers can be kept focused on their numbers, Managers can get quantitative data for deal reviews, and executives can get insights on Sales Pipeline, Forecast Accuracy, and Sales Productivity.

As an example, see below the home page built for the seller. He can keep track of his sales quote, quickly update the opportunities, get insights on the metrics that management tracks, and how you measure up, etc.

Personalized Home Pages

Automation

Reducing the time spend by Salespeople has been the key requirement for many years. Salesforce has introduced a few tools and techniques that can help you automate the activity capture, integrate emails, auto-create contacts, etc. The Metric framework leverages these out-of-box features, and have also built advanced automation and integrations using Salesforce Connect, FilesConnect, External Objects, SSO, etc.

As an example, connecting with your finance system for revenue reconciliation or document management systems like SharePoint, Box, MS Drive, or Google Docs is done by a few clicks and configure steps. No custom coding, saving you time and money.

Analytics that can be integrated into Salesforce Einstein

Generating actionable insights has always been the core purpose of investing in Salesforce CRM for many companies. However, very few can do that, and that is why CFOs complain that ROI on Salesforce is low.

Metrics has built-in analytics with the ability to integrate with Einstein to:

  • Score Deals and have drill-down capability to understand why a particular deal has a lower probability of closing. Explore more. (connect to Deal Maturity detail page)
  • Identify which deals from the Pipeline have higher potential to close. Metrics provide a Gartner-like magic quadrant analysis of your Pipeline. Explore more (link to Pipeline Quadrant Analysis page)
  • Understand Customer Engagements and leverage the best relationships to overcome objections. Explore more (Link to Bolt Connections Page
  • Save time spend in Salesforce. Metrics has enhanced the Kanban that can be the one-stop place for Sellers or Service agents to get all their work done. Explore more (link to Bolt Kanban)

Customizable Dashboards

Capturing data and analyzing it is not useful unless you can build insightful dashboards. The dashboard needs are different for each type of user. Primarily Salesforce dashboards are driven by reports, but are they enough? The metric framework provides powerful dashboard components that can help you built dashboards without reports.

Here are a few more examples:

Customizable Dashboards
Customizable Dashboards 1

Gamification

Gamification engages the entire team, rather than just the top performers, and helps the low performers learn and grow. The metrics framework has built-in Gamification techniques that can be used for your unique scenarios through targets/goal settings. Gamification engages sales teams and drives high-performance culture.

The below screenshots show one such implementation, where sellers were given badges, and the rankings were highlighted on management dashboards for further encouragement.

gamification-screen

Personalized Home Pages

Leveraging the reusable components, the Metrics framework allows you to build custom home pages for every type of user. Sellers can be kept focused on their numbers, Managers can get quantitative data for deal reviews, and executives can get insights on Sales Pipeline, Forecast Accuracy, and Sales Productivity.

As an example, see below the home page built for the seller. He can keep track of his sales quote, quickly update the opportunities, get insights on the metrics that management tracks, and how you measure up, etc.

home-pages-screen

Automation

Reducing the time spend by Salespeople has been the key requirement for many years. Salesforce has introduced a few tools and techniques that can help you automate the activity capture, integrate emails, auto-create contacts, etc. The Metric framework leverages these out-of-box features, and have also built advanced automation and integrations using Salesforce Connect, FilesConnect, External Objects, SSO, etc.

As an example, connecting with your finance system for revenue reconciliation or document management systems like SharePoint, Box, MS Drive, or Google Docs is done by a few clicks and configure steps. No custom coding, saving you time and money.


Analytics that can be integrated into Salesforce Einstein

Generating actionable insights has always been the core purpose of investing in Salesforce CRM for many companies. However, very few can do that, and that is why CFOs complain that ROI on Salesforce is low.

Metrics has built-in analytics with the ability to integrate with Einstein to:

  • Score Deals and have drill-down capability to understand why a particular deal has a lower probability of closing. Explore more. (connect to Deal Maturity detail page)
  • Identify which deals from the Pipeline have higher potential to close. Metrics provide a Gartner-like magic quadrant analysis of your Pipeline. Explore more (link to Pipeline Quadrant Analysis page)
  • Understand Customer Engagements and leverage the best relationships to overcome objections. Explore more (Link to Bolt Connections Page
  • Save time spend in Salesforce. Metrics has enhanced the Kanban that can be the one-stop place for Sellers or Service agents to get all their work done. Explore more (link to Bolt Kanban)

Customizable Dashboards

Capturing data and analyzing it is not useful unless you can build insightful dashboards. The dashboard needs are different for each type of user. Primarily Salesforce dashboards are driven by reports, but are they enough? The metric framework provides powerful dashboard components that can help you built dashboards without reports.

Here are a few more examples

Customizable Dashboards
Customizable Dashboards 1

Gamification

Gamification engages the entire team, rather than just the top performers, and helps the low performers learn and grow. The metrics framework has built-in Gamification techniques that can be used for your unique scenarios through targets/goal settings. Gamification engages sales teams and drives high-performance culture.

The below screenshots show one such implementation, where sellers were given badges, and the rankings were highlighted on management dashboards for further encouragement.

gamification-screen
Advantages
  • Reduce time to Migrate/Transform
  • Increase user adoption
  • Reduce time spent updating Salesforce
  • Improve data quality
  • Generate pin-point visibility for Deal reviews, Customer Success, and users to identify their blind spots
Key Benefits
  • Migrate to Lightning quickly and easily
  • Implement Bolt-on solutions to address critical problems
  • Salespeople can keep track of their numbers – Target and Forecast
  • Salespeople can get actionable insights on deals, identify deals in Pipeline that have higher potential to close, etc.
  • Get pin-point visibility to management and maximize the ROI

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