Building a Salesforce app for sales performance tracking
Services:
Products:
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Industry:
Technology
Professional services
Region:
USA
Company size
2-10
Client & product
A sales training provider partnered with our team to create a Salesforce AppExchange app that helps companies track performance, define sales goals, and manage employee growth plans.
The client’s core business focuses on developing sales teams through measurable KPIs and success plans. However, their customers lacked a consistent way to manage performance data inside Salesforce. The goal was to build a Salesforce-native application that connects KPIs, coaching goals, and progress tracking across all organizational levels, from sales reps to C-level executives.
We developed a managed package installable in any Salesforce org, offering ready-to-use KPI templates, goal tracking, and dashboards for managers and trainers.
Business challenge
The client’s customers relied on scattered spreadsheets and manual reports to track sales performance. Disconnected data made it difficult to measure progress, compare results, or connect training efforts with real business outcomes.
Key challenges included:
- Lack of a unified system for managing KPIs and goals inside Salesforce;
- Limited visibility into team performance for managers and executives;
- No clear link between training activities and measurable sales results;
- Time-consuming manual performance reviews and reporting.
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Results achieved
- Created a fully functional managed package ready for AppExchange release;
- Automated sales KPI tracking and goal assignment for multiple role levels;
- Built an intuitive Kanban interface for goal progress visualization;
- Implemented dual evaluation (self-assessment and manager review);
- Delivered real-time reporting and dashboards for performance analytics;
- Enabled structured growth plans linked to training materials and goals.
Business impact
Transforming manual coaching into a measurable Salesforce process
Unified performance tracking
The app brought together all KPI data, goals, and reviews in a single Salesforce environment. Sales teams no longer need to juggle spreadsheets or external tools since everything is integrated and visible in one place.
Smarter coaching decisions
By connecting training activities to actual performance metrics, managers can now base coaching plans on real results. This made it easier to identify skills that drive sales growth and plan development activities accordingly.
Scalable for different company sizes
Whether a small training firm or a large organization with multiple sales teams, the package can adapt easily. Its role-based model supports any hierarchy, while predefined KPI templates help companies get started fast.
Testimonial
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Our solutions
Turning complex evaluation into a Salesforce experience:
Performance management model
- Custom objects and relationships for KPIs, goals, and competencies;
- Role-based logic for sales reps, managers, and C-level executives.
Goal tracking UI
- Custom Lightning components for a Kanban-style interface;
- Dual performance review system (employee + manager evaluation).
Reporting and analytics
- Custom dashboards showing growth trends, KPI completion, and goal success rates;
- Year-over-year and custom periods performance comparison.
Automation and scoring
- Automated goal progression and competency scoring;
- Review frequency and reminders configured per company policy.
Learning integration
- Option to attach learning materials (videos, links, articles) to goals;
- Supports creating personalized development paths.
Technologies
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Salesforce UI/UX
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Learn more
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Lets work together
FAQ
What are the benefits of cooperating with a Salesforce implementation and development partner?
When you hire Salesforce implementation services consultant, you access specialized expertise and relevant background. As a result, you get solutions customized to your requirements and hassle-free implementation with minimum to no risk.
How long does a typical Salesforce implementation take?
The time required for Salesforce tech implementation services depends on various factors, with data volume, Salesforce products implemented, and customization level being just a few of them. Simple projects typically take several weeks, while complex Salesforce mobile app development consulting services may need several months for implementation.
How much do Salesforce app development services cost?
There’s no set answer to this question, as the price depends on the project’s complexity and unique goals. Basic setups may cost around $10K, while solutions with complex integrations and customization may start at $200K. To get a precise estimate of Salesforce product development services, reach out to our experts at Noltic.
What factors influence the cost of Salesforce development?
The cost of Salesforce application development services depends on several factors: the number of users, the specific Salesforce Clouds used, the level of customization, data migration complexity, and the need for third-party integrations. Dev company’s location and team size influence the final price as well.
What happens after the Salesforce implementation is complete?
After successful deployment, Noltic, as your Salesforce implementation services remote provider, assists you with user training and system optimization. We keep improving your CRM for as long as you need it.
Noltic’s team is always open to suggestions and requests
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8 Muchoborska Street, Wrocław, Poland
5 Narva mnt, Tallinn, Estonia
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