Bringing sales visibility and revenue tracking together with a custom Salesforce application

The client, a marketing consulting firm operating across the United States, runs a sales team that manages a wide portfolio of client accounts. Each sales representative kept their own calendar and notes on client meetings, with no shared system connecting this activity back to the company’s Salesforce CRM. As the team grew, this made it increasingly difficult for leadership to answer basic questions about how well accounts were being covered and how revenue was tracking through the quarter.

Without a single source of truth for meeting activity, management had to piece together updates manually, which slowed down decision-making and made it hard to spot gaps in account coverage before they affected revenue. The client needed a solution built directly into Salesforce that could bring sales calendars, client meetings, and revenue reporting into one place.

• Salesforce (Force.com) Platform
• Apex
• Visualforce
• Force.com IDE

• Fragmented data sources and disconnected calendars made it difficult to build a comprehensive view of sales team activity.
• Leadership lacked real-time visibility into client meetings, making it hard to assess account coverage and revenue progress.
• Integrating Salesforce CRM with various calendars and data sources posed a significant data integration challenge.
• Tracking revenue efficiently on a quarterly basis required a more streamlined and centralized approach.

Cymetrix approached the engagement by developing a custom Salesforce application built with Apex, Visualforce, and the Force.com IDE. Rather than introducing a separate tool, the application was designed as a natural extension of the client’s existing Salesforce CRM, so it would fit directly into the sales team’s day-to-day workflow.

A key part of the build involved integrating each sales representative’s calendar directly into Salesforce, consolidating client meetings and account activity that had previously been scattered across individual calendars. On top of this consolidated data, Cymetrix built a dashboard giving leadership a real-time view of account coverage and revenue progress, aligned to the company’s quarterly review cycle.