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Asset Management
Wholesaler Enablement and Performance Tracking
Complexity
Medium
Timeline
10-14 weeks
Outcomes
4+
Challenge
Limited visibility into wholesaler activities, pipeline, and effectiveness with no centralized platform for sales enablement and performance management.
Solution
Build comprehensive wholesaler management system in Salesforce with mobile access, meeting tracking, pipeline management, and performance analytics.
Key Outcomes
- Complete wholesaler activity visibility
- Mobile-enabled field sales
- Pipeline and performance tracking
- Enhanced sales effectiveness
Tags
wholesaler-managementsales-enablementasset-managementmobileanalytics
Implementation Timeline
10-14 weeks
Medium Complexity