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SalesForce Automation & Dashboards
The Sales and Marketing Director of a transportation logistics company supplied a variety of monthly reports on shipping status to their clients. The report generation involved many manual steps, including requesting the IT director to export a large excel spreadsheet from Salesforce which was manipulated by various departments. This process was not only lengthy but did not provide timely and/or accurate information to management. The director reached out to VantageOne Software automating email distribution as well as creating reports and dashboards.
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