DF2UFL 2012: Your Business: Better, Faster, Stronger
Improving Business Processes Your Business: Better, Faster, Stronger
AppExtremes, Inc. Jereriah Manninghttp://home.appextremes.com
Business Process Components Learned Behaviors “It has always been done this way” “This is what I was taught to do” “This is just how we do things” Corporate Mandates RPPs Specific Tasks and Workflow
The Business Process Beginning - an objective End - when the objective is meet. Simply put, they are: How your business works How work is done What tasks get priority (what can be circumvented) The key is what happens between the objective and final result.
Business Process Improvement What is the better strategy? Reduce costs by $1 or increase sales by $1 All else equal the answer is:Yes. Improving your business processes is the way to achieve both concurrently
Why? Where is your crazy? General business improvement Increased Sales Lower Costs Reduce Turnover Forced Government Regulation Corporate Mandate
How? Examination Current workflow, behaviors and processes What do you want to improve? What are your pain points? Focused and Consistent Planning What do you hope to accomplish? Specific and measurable goals
How? Action Create Make aware Implement Hold the course but tweak processes when necessary
Continuous Improvement Review and Repeat Specific and measurable goals New and better processes (again, again, again…)
Improving Business Processes Specific Examples
Typical Pain Points for Salesforce Users Standard Salesforce Reporting Repetitive Data Entry Proposal/Quote generation using Opportunities and Products Customer Communication
Reporting – URL Hacking Passing information directly to pre-defined reports Reports can use a combination of pre-defined and undefined filters Multiple filters can be set via the Button/Link code Useful for running reports based off of the Current User or any other field accessible by the Button/Link code
Scheduled Reports Delivery of defined report to recipient(s) Multiple Schedule options Must be Salesforce User(s) Runs under a specific User Permission Considerations
Repetitive & Manual Data Entry New Child or Related records requiring unnecessary and duplicate data entry Custom Buttons can be defined to pre-set fields on the new record at creation Static data or field data from the parent record Also be used to set multiple fields on the current record with a click of a single button/link Closing an Opportunity and setting other fields to control necessary data without using required field.
Conga Composerany data from your document distributed and any object and your format archived • Reduce document production time • Eliminate errors from Cut & Paste • Accelerate business processes • Enforce branding and messaging standards • Easy to set up, deploy and use • Batch and workflow-triggered options
Creating Quotes/Proposals Standardizing the format and messaging of Proposal documents is key to maintaining control and consistency across your sales team Salesforce – Create PDF from Quote Object Limited but effective if you can stay within the confines of the system Custom-built solution Costly, require programming knowledge (ongoing?), hard to change AppExchange Options Numerous options Paid and free options Vendor supported options Free trials to make sure you get the product that matches your needs
Conga Merge SL Quote Free Version (Beta) is an enhanced Mail Merge function Any object Any browser Any platform Includes Line Items on Opportunity and Quote functions Runs locally in less than ten seconds
Conga Composer Document Generation from a single Record in Salesforce ALL related data is available via standard Salesforce Reports or SOQL Queries Lookup Fields Related Lists Uses a fully-customizable templates Total internal control Word, Excel, PowerPoint, Adobe Acrobat Multiple output options
Conga Automation Conga Conductor and Conga WorkflowBoost Your ProductivityWith Powerful Batch and Workflow-Triggered Processing Batch execute up to 500 Conga Composer operations On-Demand or Scheduled On-the-fly from a list view Other custom buttons/links Plus: Conga Workflow to fully automatecreate and send process based on defined events
Keeping in Touch Keeping customers and/or partners up to date with completed Milestones takes a lot of manual work with native Salesforce functionality Typical solution is a User initiated emails with a Salesforce report attached (Export Details) Save time by automating the process Based upon records in SF Triggered by Sales Workflow or the single click of a button
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