Set Up a Team Goal Tracking Analytics and Reporting for a Mid-Sized Pharmaceutical Company
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.
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.
Zoho People, Zoho Analytics, Microsoft Excel, Requirements Gathering, Project Management