This scenario illustrates how we would approach a common challenge. It is not a description of a specific client engagement, and the outcomes listed are what the solution is designed to achieve — not measured results.
The challenge
A manufacturer sells through hundreds of channel partners. Partner revenue is compiled from distributor point-of-sale files in spreadsheets, and partner tiers are recalculated manually each period.
The solution
Load distributor point-of-sale data into Salesforce on a schedule, roll it up into partner revenue, and calculate partner tiers automatically against configurable thresholds.
Implementation
- 1Map point-of-sale file formats and partner matching rules
- 2Design partner revenue and tier objects
- 3Build scheduled batch processing with error reporting
- 4Configure tier thresholds as data, not code
- 5Expose partner performance through a partner portal
Intended outcomes
- Partner tiers calculated consistently every period
- Reduced manual spreadsheet work
- Partners able to see their own performance