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DF2UFL 2012Morning Session: Improving Business ProcessesPresented by: AppExtremes [Bold Sponsor] Jereriah Manning
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Improving Business Processes
Your Business:
Better, Faster, Stronger
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.
The key is what happens between the objective and
final result.
Simply put, they are:
How your business works
How work is done
What tasks get priority (what can be circumvented)
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.
URL Hacking Reference
Materials
Videos
http://www.youtube.com/watch?v=_WHpTOF3bFo
Text
http://raydehler.com/cloud/clod/salesforce-url-hacking-to-prepopulate-fields-on-a-standard-page-layout.html
http://success.salesforce.com/ideaview?id=087300000006tquAAA
http://www.interactiveties.com/b_button_override.php
http://amberneill.wordpress.com/category/tips-tricks/
http://success.salesforce.com/questionDetail?qId=a1X30000000HZ13EAG
Conga Composer
any data from any object
your document and your format
distributed and 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
Boost Your Productivity With Powerful Batch and Workflow-Triggered Processing
Plus: Conga Workflow to fully automate create and send process based on defined events
Conga Automation Conga Conductor and Conga Workflow
Batch execute up to 500 Conga Composer operations On-Demand or Scheduled
On-the-fly from a list view
Other custom buttons/links
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
Thank You!
Engage With Us Your New Client Requirements
Talking to Us
USA +1 (303) 465-1616 UK +44 20 3608 0165 9-5 Monday-Friday
Or email [email protected]
Check out our new knowledgebase and videos: www.appextremes.com
Sales Resources: www.appextremes.com/sfdc
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