Ditch those Rolodexes! Integrate Salesforce with your biz by working BACKWARDS & discover hidden ROI. Listen to Dorian Earl on SalesforceAdmins Podcast …
Here are highlights from article Keeping Processes Fresh in Salesforce with Dorian Earl – Salesforce Admins
1. Business Process Integration
– Dorian Earl emphasizes aligning Salesforce org with company-specific business processes.
– Importance of defining what terms like “account” mean within the organization’s Salesforce context.
– Encourages clear understanding of Salesforce functionality, such as creating opportunities only for qualified leads.
2. Working Backwards Approach
– Start with the end goal and work backward to identify necessary business process steps.
– This approach helps in determining which Salesforce reports are needed to measure success.
– Aligning the steps on the platform with the pre-existing business processes.
3. Salesforce Refreshment
– For companies with established Salesforce use, it may be time to refresh their processes.
– Aligning updated business processes with Salesforce functionalities can solve effectiveness concerns.
– Compares refreshing Salesforce to repurposing space in a home, like converting a garage into a workout area.
4. Utilizing Exception Reports
– Dorian suggests using exception reports as a starting point when refreshing an organization’s Salesforce setup.
– These reports can highlight areas where the current processes may not be aligning with the platform’s capabilities.
5. Dorian’s Experience and Insights
– Dorian’s background in sales and his expertise in Salesforce is leveraged to aid various businesses.
– He founded Development Consulting Partners to assist companies in maximizing their Salesforce platform usage.
– Recommends listening to the full podcast episode for more detailed tips and insights.
You can read it here: https://sfdc.blog/ceoYS
Source from admin(dot)salesforce(dot)com