| Date post: | 13-Feb-2017 |
| Category: |
Technology |
| Upload: | salesforce-admins |
| View: | 34 times |
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Marc AubinCEO & Co-Founder, AppBuddy
[email protected]@appbuddy, @marcaubin
Transform Your Entire Customer Life Cycle, at Enterprise Scale
Steven CoxGlobal Sales Tools, NetApp
Customer Life Cycle ManagementBest Practices
Marc AubinCEO & Co-Founder, [email protected]@appbuddy, @marcaubin
Managing The Customer Life Cycle What is my objective?• Users need to work efficiently at any business process stage• Information needs to go in the right places
The Right Data Set(List of data needed to conduct a business process)
Support How I Work• How do I follow up on the Leads in my queue?•What are the next actions for today’s high priority Cases? •What are the next steps on my most important Opportunities?
But there’s a few catches…
Data Needs Are Often Complex Tactical business actions don’t map 1-to-1 to objects in a data
model.
Stringing Together Raw Components Doesn’t Cut It Salesforce® page layouts & list views are single object-based, raw
components
Editing 3 Opportunities with 3 related Opportunity Products takes 32 page loads, 56 clicks, and 3 minutes and 24 seconds
At Scale, Users Have Varying Visibility RequirementsAn AMER rep’s view of what she needs to progress her opportunities
The Right Data Set User Experience
Efficient Rollout The hallmark of an admin rock star!
• Clicks not code• No technical debt• Efficient, rapid deployment•Make changes easily!•Make everyone happy
Efficiently configure & manage any part of the customer life cycle
Customizations at Enterprise Scale
• Start creating custom objects• Add a few fields• Add a workflow / trigger• Make the data visible in a list view• Create list view via Visualforce• Add filter, sort, move fields, etc.
Two Examples• The custom approach: Installed Base Console - $250K• Grid approach: Wins/Reference- $1K
Natural Progression – What happens when you start customizing
Productivity
• Unify data to experience• Train to a single User Experience• Segregate experience based on person/profile• Make your data actionable
Two Examples• Pipeline – Forecast View• Account View
Elements needed to improve productivity
Installed Base Console
Win / Reference
Pipeline – Forecast View
Account View
www.appbuddy.com@appbuddy
Questions?Come see AppBuddy on the expo floor!Booths #2007 or #119
Thank Y u
