Building a sales or business process in Salesforce.com allows for streamlined execution and collaboration for your team and customers. In turn, the rewards are increased productivity, revenue growth and customer loyalty. It is the promise that Salesforce.com organizations seek.
The gap between buying a tool and reaching success lies in the strategy. The strategy for driving your customer experience, providing frictionless hand-offs, and leveraging real-time business feedback starts with a roadmap. Making Salesforce.com work is all about the strategy encapsulated in your customized system. How you input and access data are part of the roadmap.
Key aspects in an effective roadmap include:
- Communication points (personal, relevant and timely)
- Data field capture
- Data object creation
- Task sequencing
- Key metrics
- Document management
Engineering the system your team will be executing within should never be a random build-as-you-go exercise. A framework which is flexible and accounts for nuances in your business will allow you to proceed down the path of Salesforce.com success. The roadmap process drives the requirements and clarity for your system to enable your business to meet the goals you envision.
If you want to understand what needs to be accomplished connect with me on Salesforce consulting help and we can explore your system together.