If you're a long-time Salesforce customer, and you haven't re-examined your configuration in the last three years, you are probably not getting the business results you should be. Or perhaps you self-implemented, but have grown significantly. In that case, you are surely missing out on easy-to-implement automations that would make your sales team much more efficient.
Have you adopted a lot of specific technologies and tools to help your various departments work more efficiently? An end-to-end business process review will uncover opportunities for improving how your departments – and the technologies they use – can work together.
And then there's your data. The top complaints for companies large and small typically surround their data: it's a mess, or they're not making the most of it, or they have redundancies, or it's in silos. A thorough review of your current data structure – across all of your systems – will help you identify gaps that need to be addressed and opportunities for streamlining.
A business process review can also identify opportunities to:
Before you make another technology purchase, do yourself and your company a huge favor and make a modest investment into a business process review. Your bottom line will thank you for it.
