Project Name: Sales Congo

Business Req : Salecongo is a flex based system application where all the information about the

organization of salescongo is stored and the information is analyzed for making decisions in follow-ups,

Compensation plans and much other functionality in their business process.

Tools and Technologies used: Apex classes and Visual force pages, Flex

Module Name: LOGIN PAGE

Description:

In this, when admin checks the direct login option then user can move to the Home page

directly otherwise if the admin did select the option called direct login then the user will get this Login

page. Login page is as follows.

Module Name: Home Page

Description:

In Home page, we will have two menu items like Application and Set up. In Application, we will have

five buttons like Hire, Train, Incent, Comply, and Inform. The default button will be Hire button and on the

right side user can see a pie chart scroll with the hiring details. Whereas, in setup we will have four buttons

like Organization, Job title, Comply, Sales resource.

Module Name: Comply Page

Description:

Comply contains two tabs Dashboard, Distribute Compensation Plans. Dashboard contains three

parts. In first part, there will be a hierarchy of roles of organization; second part contains pie chart

representing status of the compensation plans. The other part display the sales resource, compensation

plans, status of particular role when click on a particular role. When we click on the sales resource, a popup

window appears displaying the comments, workflow of current compensation plan given by the sales

resource.

Module Name: Inform Page

Description:

Inform page is used to tracking (communication) list of all organized events with complete details.

The other tab named ‘Event Notification’ allows the user to send new event notifications for selected

members of an organization.

Module Name: Organization Page

Description:

Organization consists of two tabs. Both tabs consist of hierarchal fashion (tree structure) of

organization levels. In one tab the organization level is based on job titles, the other tab consists of

information based on Regions.

On selecting any particular item in the tree the detail list that may consists of name, email, and phone

number etc., of the selected item will be displayed on the right side component (data grid).

Module Name: Job Title Page

Description:

The job title page consists of list of job titles with number of employee to each job title of an

organization. Selecting a particular job title provides details (Description, Training and Compensation)

regarding that particular job. This page also provides users with flexibility of creating new job titles,

editing, copying and deleting an existing job titles.

Module Name: Comp Plans

Description:

Comp plans page consists of all existing compensation plans. The users are facilitated with options of

creating a new compensation plans, editing and deleting the existing compensation plans.

Module Name: Sales Resources

Description:

The Sales resource page consists of list of all sales resources of an organization with their details

displayed on the right side component. It also provides additional benefits for the users to load group of

sales resources at a time using ‘Bulk Load’ option. The users can also export all details of the sales

resources into a single file using ‘Export’ option.

Developer Details: 10 Salesforce CRM Developers (1 certified), 3 Flex Developers

Implementation model:

Business Requirement gathering

Requirement Document preparation

Proposal Document

Proposal sign off

Demos for regular updates

Project Name: Invoice System

Business Requirement: Generate PDF from Quote to Invoice with multicurrency organization. Where we

have to generate Quote pdf and order pdf and invoice pdf for separate for UK and USA. Here invoice we

have fixed invoice and recurring invoice. In recurring invoice based on recurring times the mail will be sent

based on payment methods.

Technical Details: Apex Classes, visual force e, Apex triggers, Workflow rules, Activities

Fig: Quote Detailed page

Fig: Quote Pdf

Fig: Convert to Order

Fig: Order Detail page

Fig: Order Pdf

Fig: Invoice Detail page

Business Benefits: In this we can generate Quote pdf and order pdf and invoice pdf for separate for UK

and USA. Here invoice we have fixed invoice and recurring invoice.

Developer Details: 2 Salesforce CRM developers

Implementation methods:

Business Requirement gathering

Requirement Document preparation

Proposal Document

Proposal sign off

Demos for regular updates

Project Name: Cloud Budget

Business Requirement:

Cloud Budget is to alter the way small and medium size organizations manage the budgeting process. We

use the service model to provide the clients with a secure, automated, on-demand budgeting system that

greatly reduces expenses by:

1. Eliminating the hidden costs behind Excel approaches

2. Eliminating the need to engage consultants for implementation

Service Innovation – with the “Cloud Consultant” data engine our customers achieve a fully customized

budgeting system while avoiding the need to engage internal IT resources, purchase new hardware and

software, and engage outside consultants. The result is a low risk, high reward budgeting solution

Tools and Technologies used: Apex classes and Visual force pages.

Modules:

Income: This module deals with the income of the organization like income from sales, other income

and deferred sales. Entries: This module contains all the entries like income, manual entries, expenses, and

cash in, cash out, long term, intercompany and other.

Accounts Payable: This module contains expenses and inventories.

Accounts Receivable: This module contains income information.

Fixed Assets: Information about the assets of the organization.

Borrowings: Information about the liabilities of the organization.

Expenses: Information about the expenses to run the business.

Materials Movement: Information about the materials of the organization that have purchased.

Wage: Information about the salaries of the employees.

Business benefits: Cloud Budget is a targeted budgeting solution that goes much deeper into the

budgeting process than other SaaS performance management packages that typically contain budgeting

as one aspect of their diversified service. Cloud Budget’s compatibility with Salesforce products and its

flexible architecture make it particularly attractive to the rapidly growing Salesforce user base.

Our goal is to gain a wide-spread reputation among finance professionals as a simple to use yet advanced,

highly-cost effective, reliable, and secure way for small and medium size organizations to take control of

the budgeting process.

Team Size: 4 Developers

Implementation methods:

Business Requirement sign off

Regular Requirement Gathering

Implementation and testing

Bug fixing

Project Name: Davinci Template Project Team Size: 2 developers

Description: For Davinci Virtual Office Solutions

Description: Involved in creating visual force pages, visual force E-mail Templates and display the images dynamically based on sales representatives. When User selects one template it automatically attached a proposal document with required information.

Used Technologies: Force .com

Picture: See the Select Template Detail page button

This Image for Select any Template and when click the Send Email Template button the corresponding

template send to mail, and also the document to the mail.

This Document contains the Opportunity with Products data and Primary contact role Information.

Sample Templates:

Project Name: Scoring Engine

Team Size : 1 developer Description: Involved for calculating the points and commissions earned by the representatives of an organization as per the data provided by them. The main idea behind the Score Engine is to assign a value (score) to the fields of a selected object. Each and every new field generated by the administrator can be associated by a new score value dynamically. When a user enters a record, for the field values provided by the user will be awarded some score points and commissions earned. Used Technologies: Apex Code, Visual force pages.

Project Name: Contact Wizard

Description: This is customization of Salesforce. After creation of contact immediately we can associate

the contact with user and divisions and after creation division also we can immediately associate with

multiple contacts.

Team size : 1 developer

Used Technologies: Apex Classes, Visual force

Fig: After creation of contact we need to click on Button (Add Division & user)

Fig: This is wizard for contact to associate with user and divisions. If Already divisions associated this

contact then those are not visible in this list (here I selected 3 divisions and user). Pagination is available

(more than 10 divisions) it shows (next, previous buttons).

Fig: After that we can get associated divisions and user

Project Name: Order Processing Controller

Description: This order processing controller used place Quick order from account. There we place button

called Quick order. By this we can place order Quickly with the account information. After clicking on this

button it will list out the all products And give Text field to enter the Quantity Then it will Create a order

with Order Line items.

Used Technologies: Apex classes, Visualforce pages, Triggers, Workflow Rules, Activities.

Team size : 1 developer

Project Name: Conga composer app & Drawloop App.

Description: Using External templates like email templates, html templates, other documents (PDF, word

documents), we merged Salesforce data into those documents and we sent them as a email to the clients.

And we can use them for agreement process.

Used Technologies: Draw loop app, Conga composer App, Echo sign.

Team size : 3 salesforce CRM developers

Project Name: Teleconsult Project

Functionality: Uploading CSV DATA

Team size: 2 developers

Description:

Capture the Baseline plan against each Project/ contract.

Monthly update (CSV upload) of Real Time & Forecast values for each project/

Contract by Contract Managers.

Monthly P&L details added to the system by contract managers (details from

Debt details added to the client/ project profile by contract manager and reviewed.

Reports & Dashboards

Standard opportunity reports (opportunities by stages, by forecast values, closing

Dates etc.)

Dashboards to be automatically updated based on financial information.

• Charts with values showing total amt invoiced & total paid for each

Project

• Projects with Outstanding debts

• Any other valuable reports from finance data

Functionality: Sales and Sales Details Creation.

Description: Creating sales and sales details and uploading csv.