High Five our Salesforce app with the 5 fields every Salesforce instance must have is making a big difference for our friends at the Davenport Group. They were nice enough to reach out and tell us about the ways they are using High Five to increase efficiencies in their business processes.
Before High Five the Davenport Group would go back and forth from Salesforce to QuickBooks to determine if Account Managers had reached their sales quotas for the month. This process took a considerable amount of time and was prone to errors. With High Five’s 5 fields that improve opportunity visibility and 4 reports that capitalize on those new metrics this process has been streamlined. Now when an Account Manager reaches their monthly quota a notification is automatically sent out via email.
Account Managers at the Davenport Group use the neglected accounts report to see which accounts haven’t made a purchase in the last 36 months and focus their energies on active customers. Using the reports provided by High Five employees can also quickly see the total spend of their customers.