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About Me
Expertise in end-to-end project planning and implementation; built, managed and delivered new software applications and features that are large scale enterprise software applications; vast exposure in developing, maintaining, testing and releasing so...
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Description
Æ Project Description Sales Funnel Reporting (SFR) provides a regional solution towards Sales Funnel Management (SFM) on the Customer Relationship Management (CRM) application SalesForce.com (SFDC). The Sales Funnel describes the different stages along sales and CRM processes, which customers typically pass through: It spans all stages from the initial product awareness and the gathering of information of the potential customer, over the first contact and subsequent negotiations with the dealer, until delivery of the car.
Role Azure Technology Lead
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Sales Funnel Reporting (SFR) provides a regional solution towards Sales Funnel Management (SFM) on the Customer Relationship Management (CRM) application SalesForce.com (SFDC). The Sales Funnel describes the different stages along sales and CRM processes, which customers typically pass through: It spans all stages from the initial product awareness and the gathering of information of the potential customer, over the first contact and subsequent negotiations with the dealer, until delivery of the car.
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The Telemetry Business Reporting is a Dashboard, Fetching Data from Different Data Sets. Integrating CRM Online with Power BI Desktop through ODATA. Loading Entities from CRM (storing Entity Set), Option Sets (Both Custom/System), and Process Sets (Stages in CRM). Creating Relationships, Data Modeling and Edit Queries in Power BI Desktop and creating various Reports. Publish Those Reports in Power BI service. Integrating Power BI with MS Excel, CSV, WEB, SQL Database and MS Azure. Integrating Power BI with SNOW/ DATAMALL. Creating Power BI reports in CRM Dash boards through Web Resource. Importing the data and Solutions (Managed or Unmanaged).
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Create a demand request form (lead form) in CRM with following fields and sections. Section - Summary (Lead Information): Topic, Description, Category, Sub Category, Business Owner, Stakeholders Sub Grid Keep all out of the box Lead attributes as it is on Main form Put Category, sub-Category and Topic on quick Lead form. Create two custom entities category, Sub-category. Create a Lookup of Category on Lead Form which will reflect 1: N relationship with Lead and category and place them in summary section. Create a Lookup of Sub-Category on Lead Form which will reflect 1: N relationship with Lead and Sub-Category and place them in summary section. Importing the data and Solutions (Managed or Unmanaged).
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The CRM system for MWC is an effort to automate the New Service Application and After Sales processes by transitioning the current discrete systems to commercially available software packages. A 360 degree view of the customer for informed decision making. A segment view of MWC customers to be able to provide customized service. A flexible, configurable and customizable solution to be able to address future business requirement. A CRM system which will replace obsolete platforms & also cover new functionalities. Effective customer collaboration through the lifecycle and maximize use of existing assets. New system should seamlessly integrate with the existing applications. Achieve reliable user adoption through Ease of Use and convenient Graphical User Interface.
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This is a flexible travel directions assistance tool for business people to track its enterprise customer routes in greater detail or to get a larger perspective. It minimizes the huge amount of time in route planning and provides an easy and complete way to assist business people by populating a geographic map in desired orders along a specified route/point of interest to visually lay out customer location easily and quickly based on gathered pertinent information such as customer contact details. This helps the business people to drive to their physical locations.
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- The Telemetry Business Reporting is a Dashboard, Fetching Data from Different Data Sets.
Integrating CRM Online with Power BI Desktop through ODATA.
Loading Entities from CRM (storing Entity Set), Option Sets (Both Custom/System), and Process Sets (Stages in CRM).
Creating Relationships, Data Modeling and Edit Queries in Power BI Desktop and creating various Reports.
Publish Those Reports in Power BI service.
Integrating Power BI with MS Excel, CSV, WEB, SQL Database and MS Azure.
Integrating Power BI with SNOW/ DATAMALL.
Creating Power BI reports in CRM Dash boards through Web Resource.
Importing the data and Solutions (Managed or Unmanaged).
Role Azure Technology Lead
Show More Show LessDescription
- Create a demand request form (lead form) in CRM with following fields and sections. Section - Summary (Lead Information): Topic, Description, Category, Sub Category, Business Owner, Stakeholders Sub Grid
Keep all out of the box Lead attributes as it is on Main form
Put Category, sub-Category and Topic on quick Lead form.
Create two custom entities category, Sub-category.
Create a Lookup of Category on Lead Form which will reflect 1: N relationship with Lead and category and place them in summary section.
Create a Lookup of Sub-Category on Lead Form which will reflect 1: N relationship with Lead and Sub-Category and place them in summary section.
Importing the data and Solutions (Managed or Unmanaged).
Role MS CRM Consultant
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