The client is the world’s enterprise technologies leader for restaurants, retailers, and banks. It is headquartered in Atlanta, GA, and has over 34,000 employees in 160 counties with solutions distributed in 141 countries. The client had implemented Salesforce over ten years back, and today there are more than 1500 users across the globe. The Salesforce customizations were built over time and needed optimization to fit for today’s digital mindset. It became the focal point when the client executives decided to migrate to Salesforce Lightning. They wanted to reduce the tech debt, enhance the user experience, and generate actionable insights, making Salesforce the critical enterprise application with all things customer.
The key challenges were:
Since 1884, the client has been at the forefront of the transactions that run the world around us. From small cafes to the most sophisticated banks and retailers on the planet, the client powers the technology that makes your every day easier. The #1 global POS software provider for retail and hospitality, and the #1 provider of multi-vendor ATM software, hardware and services that run the enterprise from the back office to the front end and everything in between for the clients.
For the client, digital-first is the mindset even for physical locations - it’s the way to meet consumers in every moment and transform transactions into meaningful interactions.
Bolt Today was engaged to help in Salesforce Lightning migration. Bolt Today experts worked alongside the client’s IT as one team. Bolt Today demonstrated its Metrics framework and possibilities on what can be achieved. The first phase was focused on the upcoming Sales kick-off, and the solution needed to be delivered within 45 days. Bolt Today team leveraged the reusable components from its Bolt Metric proprietary Lightning migration framework. Bolt Metrics facilitated the design & delivery of the dashboards for Salespeople and Sales Leadership.
The sample dashboards designed were based on our Metric Framework and are shown below:
These dashboards supported multi-currency and multi-language and were rolled out to all 1,500+ sales teams across the globe. The next phases were focused on providing further insights into sales and its leadership on weekly linearity sales data. Bolt Today team also implemented sales performance dashboards with gamification built into them.