Delta Data Services LLC

Set Up a Team Goal Tracking Analytics and 
Reporting for a Mid-Sized Pharmaceutical Company

Problem

Our Client was using a competing CRM and goal tracker that was inefficient. They wanted a trusted interactive tracking system that was user-friendly and easier to navigate. One of their vital needs was the ability to monitor goals and generate quarterly reports as needed.

Approach

DDS recommended Zoho People, -a collaborative and comprehensive tracking tool designed to help users stay-up-to-date with their daily and
monthly goals. The Zoho People platform is a flexible tool that allows users to create and adjust goals according to a pre-designed time line.

Solution  

DDS organized a project planning meeting to define the project scope and client expectations. We mapped out milestones to complete work. Next we prepared a comprehensive training manual.  We also provided on-site, in-person training on the work flow for data entry tasks and documentation

to train future employees.

Tools

Zoho People, Zoho Analytics, Microsoft Excel, Requirements Gathering, Project Management

Testimonial