Salesforce Process Design

It is rare to find people that can make complex things simple.  Look inside most Salesforce.com systems and you will find the reverse.  Many systems are overly complex.

At some tipping point, this complexity affects adoption and, in turn, success.  If you confine your team to the toil of database entry, enthusiasm will wane.  It happens all the time in the Salesforce.com universe.  Overly zealous administrators or a lack of leadership to the goals of increasing revenue, productivity and customer loyalty affect success.

There are too many options in today’s economy, whether with technology or talent, to opt for bad design.  In Salesforce.com, bad design stems from unclear process, strategy and implementation.  Your team needs to enjoy the tools they use.  Apple models this all the time in everything the end user experiences.  Similarly, effective process design will be:

  • Simple
  • Intuitive
  • Measurable
  • Inviting
  • Clear
  • Collaborative
  • Accountable
  • Scalable
  • Malleable

While Salesforce.com can do so much, the art is in designing with clarity and simplicity.  The system needs to be your slave, not your master.  Ensure your process design hits the sweet spot. Working with Salesforce consultants that have clarity and a desire to make things simpler can save you a lot of headaches in the future.

Published by Don Dalrymple

I grow businesses through partnerships and executive coaching. I work with partners and clients on strategy, systems, team building and growing revenue.

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