Designed and implemented custom Salesforce objects and workflows to strengthen financial integration within the sales and delivery lifecycle, centralising financial tracking and reducing manual coordination.
Designed and implemented custom Salesforce objects and workflows to strengthen financial integration within the sales and delivery lifecycle. The objective was to centralise financial tracking, reduce manual coordination, and create a clear system of record connecting sales, delivery, and finance. This included building a flexible targets framework for territory-based performance tracking and a custom invoice management process to support finance operations. The solution reduced reliance on informal communication channels while improving visibility, accountability, and reporting across teams.
Designing and implementing a custom targets object to support territory, duration, and performance-based tracking.
Building a custom invoice object and workflow to streamline invoice management and collection oversight.
Creating automation to connect financial tracking with sales and delivery processes.
Developing reporting structures to provide finance and leadership with clear performance insights.
Collaborating with finance and sales stakeholders to align workflows with operational requirements.
Established centralised financial tracking linked directly to sales and delivery workflows.
Enabled flexible performance target management across territories and teams.
Improved invoice visibility and management to support timely collection.
Reduced manual coordination and reliance on ad hoc communication channels.
Refining financial workflows and automation as reporting needs evolve.
Enhancing visibility and governance across integrated sales and finance processes.
Delivered a custom financial tracking framework within Salesforce.
Implemented scalable targets management aligned with territory performance.
Built a structured invoice management process to support finance operations.
Created an integrated workflow connecting sales, delivery, and finance data.