Salesforce CRM Export Formatter - Case Study

Simple: Drop spreadsheet from folder or email, select supplier, click process

Wait for system to adjust and arrange columns, apply filtering, sort by value, highlight errors

Processed file is ready to use or even present as-is to supplier during an opportunity review

The Challenge

10 person sales company represents 20+ suppliers that all have different implemntations of Salesforce and similar CRM opportunity tracking tools that can be exported to Excel in various formats and includes various column names. For regular opportunity review meetings, company found it is best to filter and view only "active" opportunities. These active opportunities should be sorted by the largest to smallest, so that during the review, with limited meeting time, the most impactful items are discussed first.

The existing process involved:

Inside Salesperson run and export report from Salesforce (or similar system)
Send exported excel file to most experienced excel user for formatting
Unnecessary header and footer informatin trimmed
Column width optimized
Column headers locked on top row
Filtering added, showing only "Active" opportunities
Data quality errors highlighted (production date in the past for active project)
Sorted by annual $ value, largest to smallest

Pain Point: Having to utilize a single highly experienced but over-extended excel user to format, filter, and sort the excel files took 30+ minutes per report. Manual process was error-prone.

The Solution

Built a drag-and-drop tool for Salesforce opportunity exports.

Key Features:

Simple and quick to use: Drag-and-drop directly from email or from downloaded file
Fast: Processing time from seconds to about a minute for most imports
Error free: Ready to email to the team or present immediately

The system was built using modern web technologies with AI-assisted development to compress the timeline from months to hours.

Results & Impact

Inside Sales can export, process, and update opportunities in minutes:

Faster Opportunity Corrections: Send highighted data quality errors in minutes to outside sales team
See data quality errors at a glance: See and correct problem records at a glance
Present same data: Since column width and locations optimized, can present spreadsheet on Teams / Zoom as-is

Adoption: All inside sales use system regularly for keeping supplier CRM systems clean and for presentations.

Need a Custom Productivity Tool like this?

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CRM Report Formatter

The Challenge

The Solution

Results & Impact

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Need a Custom Productivity Tool like this?

CRM Report Formatter

The Challenge

The Solution

Results & Impact

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Need a Custom Productivity Tool like this?

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