1) MQL to SQL process isn’t measurable.
Is tracking marketing leads a difficult process? Leads aren’t easy to come by so you want to know if their value is worth the time and expense to get them. Many clients struggle measuring leads from cradle to grave. Together, we can put measures in place to track and report on this process. Also, this is a great reason to evaluate the lead and sales process to determine if there is room for improvement.
2) Too many clicks required to be productive.
Let’s evaluate the current process and see what clicks can be removed. It can be as simple as changing a Lead or Opportunity owner to yourself or updating a Lead Status while also creating a future task, in one click. The little things that get ‘lost’ in the daily grind of working with records can often be automated.
3) Data needs TLC.
Are you overwhelmed with duplicates? Salesforce introduced Duplicate Rules a few years ago and if data integrity is an issue, you should be leveraging these rules at minimum. I’ve found many users don’t take the time to clean duplicates once found. This is where an admin can set up reports and aid in clean up efforts.
4) You're ready to switch to Lightning.
One of major trends in Salesforce is ‘Lightning’. This is their modern day user interface. After helping many clients switch over, I have a hard time not working in Lightning. Lightning offers many unique features (for free) and can be customized for your process and experience. One of my favorite (and underutilized features) is path and customizing home pages.
5) Customize the user experience.
I’ve been around many consultants who focus on their ‘world’. Realizing that is important the user experience is often overlooked or undervalued. The fact is that Salesforce licenses cost a lot of money and if you’re users hate logging in because they can’t find what they need, this is a lost opportunity that is easily solved.
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