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Intro – Salesforce CPQ
Intro – Salesforce CPQ Today I am going to give you introduction of Salesforce CPQ. In this I will be primarily focussed...
360 Planner Dashboard App
This give a 360 holistic dashboard for task management and tracking and will also help users for task planning.
Tailored 360 UI for task management and tracking. Addition of new planner will show as a new tile and all the activities will sync in the Dashboard. Removal of an existing planner will remove the tile from dashboard along with the activities. Easily accessible in mobile/tablets and data is real time sync. Seamless integration can be easily achieved with other tools. Instant Notifications are sent to user if any change is updated in the task. Productivity and efficiency of the user is increased by saving his time.Technology Stack
Key Features Capabilities
- Customizable Interface: Tailored user interfaces for task management and tracking. Users can interact directly with tasks (e.g., mark as complete, reassign tasks) within the app.
- Mobile Access:Provides access to tasks and data from mobile devices and tablets.
- Seamless Integration: Can integrate with various data sources, including Planner, To Do, and other systems.
- User Experience: Offers a more hands-on and customized experience compared to static reports.
- Personalized Experience: Can be personalized for individual users, displaying only the information and tools they need.
- Real Time Data Access: End users can access and interact with real-time data directly within the app.
- Advanced Analytics: Power BI reports can be embedded in canvas application and will give powerful data visualization to users.
Use Cases/ Applications
- Team A and Team B has their separate planners as Planner A and Planner B. Multiple tasks are created for each planner and assigned to team members with due date. For each planner tile will be created and will show list of activities. This will give 360 view to manager for all the activities along with their status and ownership.
- If a new planner is added and activities are listed, then a new tile will be created and will show list of all activities. User can directly create the activities within the canvas app.
- Industry Relevance: This solution is not industry specific. It can be implemented in both small/ medium and large-scale business.
Benefits/Value Proposition
- Unified Canvas Application: Multiple teams with different logins can be connected within a single Canvas application, allowing all tasks to be viewed on a unified dashboard tailored to your specific business requirements.
- Near Real-Time Sync: The tasks will be stored in a staging table before being reflected on the Canvas application, ensuring near real-time synchronization across teams.
Savings/Efficiency
- Increasing Employee Productivity: Can save around ~40% user time which will increase the efficiency and productivity which will result in organization’s growth.
- Automation of Manual Tasks: Canvas apps enable organizations to automate repetitive and time-consuming tasks.
- Driving Revenue Growth: Allows organizations to respond faster to market changes or customer demands. This improving user experience and satisfaction, which can drive sales and loyalty. By reducing operational inefficiencies, canvas apps help increase profit margins.
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