In this highly competitive business environment, having a clear line of sight to reseller relationships and common product history (shared) is paramount for healthy relations and getting the right products to market. Using Salesforce as your CRM, you’ll be able to take advantage of some incredible reporting options to track which resellers are serving customers and what lately has been shared. Let’s now see how one can design a Salesforce report that would print the last 10 products shared with each reseller associated with a Customer.
Benefits of Reseller Relationships and Common Product History (Sharing Visibility)
With this details which resellers are associated with each customer and the analysis of the latest orders made by them on their product lines, the companies can perform the following:
- Identify Strong Sales Channels: Let know which sort of sales channel it is having by tracking which sales channels contribute maximally to sales and reward them.
- Improve Forecasting and Planning: Determine demand on different products so that the supply can be planned accordingly.
- Strengthen Relationships: Form messages or tailor communication in communication or support according to product sales activity.
- Optimize Inventory: Have the right products in stock based on the reseller’s sales trends.
Steps to Implement Reseller-Product Sharing Reports in Salesforce
- Define Key Data Relationships: To generate meaningful reports, ensure the relationships between Customers, Resellers, and Products are properly logged in Salesforce. You will need to utilize the following standard objects:
- Accounts: Represents both customers and resellers. Accounts should be categorized using the Account Type field.
- Opportunities: Represents sales or orders made by resellers.
- Opportunity Line Items: Represents individual products sold under each opportunity.
- Build a Custom Report Type: To bring all necessary data together, create a Custom Report Type. Steps to Build a Custom Report Type:
- Navigate to Setup → Report Types.
- Click on New Custom Report Type.
- Define the report type as follows:
- Primary Object: Account (for Customer information).
- Related Objects: Add Opportunities and Opportunity Product (Opportunity Line Items) to track product-level details.
- Save the custom report type.
- This structure ensures that Salesforce can display reseller information along with the products shared with customers.
- Building the Report: Now, create a report using the custom report type.
- Steps to Build the Report:
- Go to Reports → New Report.
- Select the Custom Report Type created earlier.
- Add Filters to ensure relevant data is displayed:
- Account Type = Customer (to focus only on end customers).
- Related Account Type = Reseller (to include reseller accounts).
- Add the following fields to the report:
- Customer Name
- Reseller Name
- Product Name
- Close Date
- Using Row Limit for Last 10 Products: To display only the last 10 products shared:
- In the Filters section of the report, use the Row Limit feature.
- Set Row Limit to 10.
- Sort the records by Close Date in Descending Order.
- This ensures that only the latest 10 products are displayed for each reseller and customer.
- In the Filters section of the report, use the Row Limit feature.
- Add Summaries and Charts for Enhanced Insights: Enhance the report by summarizing data and adding visual elements to make it easier to analyze. Steps to Add Summaries and Charts:
- Group Data: Summarize data by Customer or Reseller to analyze product sharing trends.
- Add Charts:
- Use a Bar Chart or Line Graph to visualize which resellers are actively sharing products with customers.
- Display trends over time or compare sales volume for different products.
- Automate with Subscriptions and Dashboard Integrations:
- To ensure stakeholders have real-time visibility into reseller activities and product trends:
- Schedule Report Subscriptions:
- Automate weekly or monthly report emails to key stakeholders.
- Integrate with Dashboards:
- Add the report to a Salesforce Dashboard for near real-time insights.
- Include multiple charts and metrics to track reseller performance and product sharing trends effectively.
Benefits of the Report
By implementing this report, businesses can:
- Identify top-performing resellers and reward their contributions.
- Improve forecasting by analyzing product demand trends.
- Strengthen reseller relationships through tailored support and communication.
- Optimize inventory management to ensure the right products are available at the right time.
Conclusion
In this respect, with Salesforce reporting, businesses can create reports that will be informative and capture relationships between customers, resellers, and shared products. In addition, if the last 10 shared products are tracked, it will be very clear to the businesses what exactly has recently been going on hence supporting strategic decision-making and resource distribution. This will improve the reach of the business as it leverages sales teams, optimizes reseller engagement, and consequently enhances its market performance. It then becomes a matter of converting raw data into usable insights for firms utilizing the leveraging capabilities offered by Salesforce to pave the way for sound reseller management and continued growth.
By following the steps outlined in this blog, you will learn how one can design a Salesforce report that would print the last 10 products shared with each reseller associated with a Customer.
If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com. More details about the counsulting offerings are available on our website and Salesforce AppExchange.
We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at salesforce@greytrix.com.
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