Refreshing to Increase ROI
Obstacle:
Our client was struggling to understand how their Salesforce org worked. Overtime a few different admins had built and configured without a guiding architecture or strategy. The scatter shot development approach left them with bits and pieces of configuration everywhere. This made the org difficult to maintain and was starting to affect end user performance.
Project:
We began by documenting their sales process using reverse demo sessions to better understand how people were leveraging the system. Once the current state was documented we made some recommendations to change their internal workflows. Our recommendations accomplished a couple of things:
The client had reinvented the wheel with customizations to accomplish what was now ‘out of the box’ Salesforce feature functionality. We recommended workflow changes to get them caught up with current releases, and increase ROI for licensing they were already paying for.
We recommended consolidating their automations into Flows per Salesforce best practices which would drastically simplify ongoing maintenance requirements. They would no longer have to dig through Flows, Workflow Rules and Process builders to find out how everything worked.
Following general best practices we updated and consolidated all their automation. This drastically reduced the complexity of their setup and got them using some ‘out of the box’ functionality which simplified their end user experience.
Result:
The customer was happy! The complaints about performance from end users stopped, they increased their licensing ROI by using features they were already paying for, and reduced complexity and costs of ongoing Salesforce support!
