Building a sales or business process in 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 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 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
  • Integrations
  • 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 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.

Published by Don Dalrymple

I partner with founders and entrepreneurs in startup businesses. I write and consult on strategy, systems, team building and growing revenue.

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