by Mike Walsh | Nov 21, 2018 | Blog, Salesforce-Apps-AppExchange
As any good project manager will tell you, the job of onboarding and managing customers is a complex and challenging process. Sure, there are plenty of productivity apps out there, but how many are really aligned with the needs of project managers? The TaskRay Project Management app for Salesforce is an established solution that could help just about any business. Templates, automation and scalability are just some of the functions that make up this extremely well-rated app on the AppExchange.
By using TaskRay’s project templating & automation functions: High Tech, SaaS, Financial Services, Manufacturing & Franchising businesses can build scaling systems whether they have 100 customers or 10,000 customers.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Oct 3, 2014 | Salesforce Tips
Onboarding a new team member is always a challenge, and the more complex your sales or support process, the harder it is every time. It is especially difficult to deal with when your team works together to close deals or resolve cases. You’re always answering the question “what’s next?” You might have a flow chart or step-by-step instructions for your team to follow, but depending on the number of scenarios, following these instructions can require as much training as the onboarding process itself. It would be so much easier if you had a mentor to stand over the shoulders of your team to help them along the way while they’re still learning the process, and to help your seasoned team members when difficult scenarios arise. Well, with one custom field and a few workflows, Salesforce will let you guide them along every step of the way!
Create a text field on your Leads or Cases called “Next Step” (use the standard field on Opportunities). Write up a list of the step-by-step directions to follow in a spreadsheet with one column for Scenario, and another for Next Step. It should look something like this – Scenario: “If the Lead has been qualified and has requested more than 500 widgets.” Next Step: “Email warehouse to confirm inventory before converting.” Add another column to your spreadsheet called “SF Criteria”, then go through your scenarios and identify what fields and values in Salesforce correlate to them, such as “If Lead Status = Qualified, Decision Maker? = True and Qty. Requested > 500.” In Salesforce, create a Workflow Rule for each scenario using the criteria you just created with a field update listing the Next Step. Make the new field read-only on the page layout to ensure they always know what’s next in the official workflow, or leave the field editable to let your team add their own notes to help guide their teammates as they pick up each other’s records. Now, you can mentor your team every step of the way and not even break a sweat!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
