In Progress

Salesforce-Business Case

Hi there, The idea is to give you a situation with relatively quick turnaround time, and see what recommendations you have , how you came up with those recommendations, etc. The typical format to present is using powerpoint.

As the new Senior Analyst on the Sysco 360 ([login to view URL]) team, you have been asked to achieve the below objectives in support of our FY19 business objectives:


• Increase the adoption of the Sysco’s [login to view URL] solution across our sales teams to include:

o Opportunity and Pipeline management

o Account and Contact management

• Ensure we have the right processes and tools in place to enable the adoption of [login to view URL]

• Based on the background information below please include the following in your presentation:

o Based on your experience, identify the key issues impacting our adoption

o Your plan to reignite Salesforce adoption

o Resources needed

o Key concerns and watch outs

o How you will measure and report success


• You have heard feedback that the sales team does not see the importance of entering sales opportunities into the CRM system, and the information entered is often not reflective of true opportunities.

• You’ve generated reports and notice we have a 98% close win rate.

• You also notice that the average days open for our opportunities is 1 day.

• Your customer service department also reports that when customers are calling, the caller ID isn’t recognizing the customer and presenting their account information on the screen.

1) Plan on sharing your thoughts, ideas and concerns during an interactive session with the interview panel. Use the facts and information in the background section of the business case as a reference point in preparing. Feel free to use PowerPoint or other presentation tools to assist you in conveying your message. This component of the interview presentation should last approximately 15-20 minutes. Be prepared for questions around your overall approach and methodology for addressing the Salesforce adoption challenges. Key questions may include: What is your starting point for this work? Based on your recommendations, what is your implementation and change management plan?

Skills: Accounting, Business Analysis, Business Writing, Research Writing,

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About the Employer:
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Project ID: #20054459

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