Project Name
How a Leading Manufacturer Improved Order Management & Revenue Tracking with RollUp Magic
Our client is a leading manufacturer of consumer electronics, offering a wide range of products, from televisions to gaming consoles. Well-known for their superior quality, they run online stores and physical outlets to serve their customers across the world. Our client uses Salesforce CRM to manage their customers, orders, inventory, supply chain, and more. They were seeking a solution to simplify rollup creation to gain real-time insights into order and revenue information.
Our client faced the following major challenges with the standard Salesforce rollup summary:
- Fragmented Data due to Complex Product Categories: As the client sold a wide range of products, related data was stored in different Salesforce objects. Aggregating this data was time-consuming and required effort.
- Difficulty Tracking Revenue: With orders linked through lookup relationships, the client struggled to consolidate revenue data at the customer level. This limited their ability to view the total revenue generated from each account.
- Lack of Real-Time Insights: Since Salesforce does not support rollups on objects with lookup relationships, it was time-consuming for the client to aggregate data from cross objects. The lack of visibility into real-time data delayed reporting, which hindered the client's ability to make decisions quickly.
- Dependency on Developers: Our client had to rely on developers to create custom rollups tailored to unique business requirements. This significantly added resource costs and effort.
We implemented RollUp Magic, a no-code Salesforce rollup solution, to overcome the above challenges of the client. With our solution, the client gained access to real-time order and revenue information, which helped them make decisions faster and optimize their sales strategy. Here’s how our solution worked for them:
- Automated, No-Code Rollups: RollUp Magic enabled the client to set up and manage rollup summary fields without any custom coding. This helped them save significant development time and resources.
- Support for Cross-Object Rollups: RollUp Magic’s cross-object rollup capability allowed the client to aggregate revenue data across various objects linked to customer accounts. This provided a comprehensive view of total revenue per customer.
- Advanced Aggregate Functions: Our solution supported the AVERAGE aggregate function beyond the basic ones – SUM, MIN, MAX, and COUNT. With AVERAGE, the client effortlessly calculated average revenue per order, maximum order value, and lifetime customer revenue.
- Single-Screen Rollup Setup: RollUp Magic provided the client with the flexibility to create rollups on a single screen, eliminating the need to switch between multiple screens. This helped them create rollups quickly.
- Scheduled Rollups for Real-Time Data: With scheduled rollups at set intervals, the client ensured that order and revenue data were automatically updated. The sales and finance teams were equipped with accurate, real-time information.
- Reduction in Manual Effort: Automated rollups eliminated hours of manual calculations per week for order management and revenue tracking.
- Real-Time Visibility into Revenue: Sales managers could instantly view total revenue per customer, improving decision-making.
- Improved Order Management: Our client could track top customers based on total order value, helping prioritize key accounts.
- Error-Free Reporting: Data aggregation with code-free rollups reduced reporting errors and inconsistencies.
By leveraging RollUp Magic, the manufacturing client overcame Salesforce’s rollup limitations and streamlined their order management and revenue tracking process. With scheduled rollups, they ensured that the sales and finance teams had real-time, accurate data. Additionally, the visibility into total revenue per customer helped them improve their upselling opportunities. Not only this but also our client saved costs on developing custom rollups. In a nutshell, RollUp Magic was a game-changer for our client.
Unlock Real-Time Insights into Salesforce Data with RollUp Magic!
