Introduction

XYZ Corp is a large technology company with a very highly customized Salesforce implementation. At the time of engagement, XYZ was just recovering from a chaotic and costly end-of-year realignment of their Sales hierarchy and account assignments. Not only did the realignment take far longer than originally planned, but Sales estimated that far from kicking the year off with a bang, the company actually lost revenue opportunities in the first month from the delays. The Salesforce Technical Enablement team was engaged to help ensure a smoother realignment for the coming year-end, providing best practice advice on both technical… Continue reading