- WebReport for Salesforce
- Case Study
- Construct a New Reporting System Even Right before Cutover with Only 1/12 Man-Hours
Leading automobile dealer
- Excel Reporting
Right before operating with Salesforce, there was a sudden need for unexpected creation of reports. The man-hour and time, however, required for developing an creation system on Visualforce were well over schedule.
The leading automobile dealer constructed their own CRM to manage company and contract information on Salesforce. Yet right before operating with Salesforce, there was a sudden demand for business management tables that list the records of customers, contracts, contract history, and competing products. They had less than a month and wouldn’t be able to develop a report creation system on Visualforce.
Tremendous cutback of man-hours with Excel Report Design
Based on the business management tables created with Excel by their sales stuff, they can now register the design on WebReport for Salesforce with adjustable height and font. Mapping between Salesforce’s items and report items are quickly realized with a simple drag & drop. They were able to complete the whole system from developing to testing in just one week instead of the originally planned 4 months.
・Easy developing with no programming.
・Construct report design, mapping of Salesforce objects, and creation in only a few days.