Can you deploy a sales process?
Many companies use software applications and systems that can help automate their activities. However, many of these systems don't provide good enough controls on how they should be used or deployed by users. In order to ensure better control over usage, it is important to understand what needs to happen when an application is being executed by someone other than its owner. This article will discuss some basic concepts around this topic.
In my previous post about agile development principles, we talked about using small steps through incremental releases so as not to overwhelm end-users with too much information at once. The same concept is applicable here as well. While developing your processes, keep a smaller number of things visible which would allow people who aren't familiar with the system to get started immediately without getting overwhelmed with details. At any point during deployment, if something doesn't work right, then revert back to earlier stages where only fewer features were implemented until user base becomes more comfortable with the product.
The following two sections describe how one goes about adding a business process step into an existing system. Thereafter, section three discusses how to add a new process altogether. Finally, section four talks about supporting a process within a Changeset.
How do I add business process to change?
A Business Process (BP) defines what actions need to take place in order to complete a given task successfully. It consists of tasks that must be performed in sequence to achieve certain results. A BP could be simple like "Create Invoice" or complex such as "Order Products from Supplier". BPs represent all possible outcomes that could result due to human interaction with the system. If there's no way to capture those different possibilities upfront, then there isn't going to be any consistency throughout. Also, if there's no documentation available describing how the system works, then customers might find themselves unable to make informed decisions. This makes sense because even though customer experience is very important, it shouldn't dictate design choices. Designers need to think ahead and figure out how to accommodate changing conditions while ensuring consistent quality.
So before starting off with implementing a new business process, first define what exactly does that mean for your particular scenario. Consider asking yourself questions like - What kinds of data flow between different entities involved in the process? How often do you see similar types of events occurring together? Are there multiple ways to perform each action? Is there a single correct answer? Does every event produce a specific set of output? Or does it just depend upon the input values received? Once answers start coming up, try to visualize a situation where none of the above holds true and you'll realize why designing with flexibility in mind is necessary.
Once you've figured out what kind of process you want to build, the next thing is identifying what resources are required to execute it. For example, in case of ordering products online, consider whether your company has a centralized database that tracks orders made by employees working remotely. Similarly, in scenarios involving repetitive manual operations, ask yourself if it'd be easier to write down instructions instead of having somebody memorize hundreds of commands. These are some of the common factors that contribute towards making a process repeatable. As long as everyone knows the exact rules governing execution, it keeps the entire operation predictable.
Having identified the resources needed, now comes the time to decide how you're going to divide those responsibilities among various groups/people. You may choose to assign roles based on expertise levels, departmental boundaries etc. The most effective method however is to simply organize everything according to workflow patterns. That means putting the parts of the process under the jurisdiction of teams responsible for executing them. When doing so, remember to include feedback mechanisms so that team members know what to expect and also how to report progress accordingly. Using Kanban boards helps immensely in keeping track of status reports and visualizing dependencies among different phases of the project.
Once you've decided on resource allocation, it's time to put together a list of prerequisites that need to be met before proceeding further. Anytime a process requires additional inputs and outputs, the requirements need to clearly state what the minimum acceptable value of said parameters should be. Failure to follow this rule could lead to disastrous consequences later on since people won't be able to tell if the process was completed correctly or not. One major pitfall that inexperienced programmers fall prey to is assuming that whatever they intend to code is sufficient enough to handle unforeseen circumstances. But that isn't always the case since unexpected situations tend to arise unexpectedly. So whenever you encounter a problem related to performance, complexity or anything else, double check to confirm that your solution is robust enough to deal with real world scenarios.
Now that you know what a business process looks like, let's talk about how best you can go about deploying it.
How do you implement a business process?
After deciding on what type of process to develop, the next step is determining what technology platform to use for implementation. The choice depends entirely on what environment you operate in. If you're running a web app, then backend technologies like Java EE and Ruby on Rails are ideal candidates. On the contrary, if you're dealing with legacy infrastructure, then a tool like Salesforce CRM suits your purpose better. Another factor to consider is scalability. Since businesses evolve dynamically, choosing a stable yet flexible platform allows scaling horizontally as and when required. Nowadays, cloud solutions are becoming increasingly popular as they offer high degree of reliability and elasticity. They also come with built-in security measures that protect sensitive data against unauthorized access. Many platforms including Amazon Web Services, Google Cloud Platforms, Microsoft Azure, Oracle Cloud Service, IBM Softlayer, Rackspace Hosting Company and VMware rely solely on virtual machines that run directly on hardware servers thereby eliminating almost all maintenance costs associated with physical server management. Hence, using a SaaS model allows you to focus exclusively on core competencies rather than worrying about day-to-day operational issues.
But how do you actually deploy a business process? Well, depending on your current setup, you may require hiring external consultants for the job. Alternatively, you could opt for open source frameworks like Drools, Droodlex and JBPM. All of them give you full freedom to customize your processes as per your preferences. However, in cases where you need to integrate third party services, you may need to hire developers who are experienced with integrating APIs properly. Although the initial effort may seem quite large, it pays off handsomely in terms of reduced operating expenses in future.
Another option is to utilize Agile methodology combined with DevOps practices. With Agile methodology, you can release updates frequently and incorporate feedback from clients thus improving overall satisfaction level. DevOps refers to practice of building and maintaining continuous integration pipelines and delivering production ready artifacts regularly. Both of these strategies are great options for organizations looking to improve their efficiency and effectiveness.
Finally, it's worth mentioning that although implementing a business process sounds like a daunting task, it really isn't that difficult provided you approach it systematically. Just bear in mind that unlike coding a computer program, writing a business process involves understanding and anticipating several aspects of business logic. Therefore, it takes longer to accomplish compared to normal programming projects.
How do you create a new process?
Although defining a new process seems pretty straightforward, the challenge lies in figuring out how to structure it logically so that it gets delivered efficiently. To address this issue, there are specialized tools developed specifically for modeling business processes. Two of the leading ones are UML diagrams and BPMN 2.0 notation. The former provides graphical representation whereas latter supports text based description of processes. Having chosen either one, the next step is to convert it into executable format so that anyone can deploy it regardless of his skill level.
One of the easiest methods to convert UML models into XML files is called XMI2XML converter. Similarly, converting BPMN diagram into corresponding XML file is done via bpmnToJson utility. After obtaining XML representations of both diagrams, feed them to Modeler Eclipse plugin along with relevant library packages. By default, eclipse uses Maven repository to search for dependency jars. Use mvn archetype commandlet followed by clean install to generate runtime class files and libraries respectively. Then compile generated binaries into appropriate folder inside target directory. Execute resulting jar file and enjoy automated testing of newly created process!
As mentioned previously, in addition to using tools, you can also leverage open source framework. Open Source Software Engineering Environment (OSSEE) is a widely known tool that lets you construct and test enterprise grade processes. Its intuitive interface offers easy navigation and facilitates rapid creation of complex algorithms. OSSEE utilizes Apache Pivot API and follows strict versioning policy which ensures compatibility across versions. Moreover, it has community driven feature enhancement roadmap that enables users to extend functionality using plugins as desired. Unlike traditional commercial offerings, OSSEE is free to download and use indefinitely.
Lastly, it's imperative to note that in today's fast paced digital era, speed is absolutely crucial. And therefore minimizing turnaround times is a top priority for enterprises. Deployment of business processes should ideally be seamless and hassle free otherwise dissatisfied clientele could spoil reputation overnight.
How do I add a support process in changeset?
Sales is all about getting to know your customer's needs and figuring out how best to meet those needs. It’s not rocket science—it just takes time and effort (and sometimes creativity) to get there.
But what if you could reduce that workload by automating most of it so you don't need as much manual labor? That’s where we come in. We can show you how to take your entire marketing funnel from prospect through qualified leads to paying customers with our step-by-step guide on deploying processes within Salesforce. Here’s everything you'll learn.
This post was originally published May 8, 2020, and updated October 20, 2021.
What Is a Process Builder?
A process builder is an automation tool used by organizations to automate repetitive tasks like follow up emails or phone calls based upon certain criteria. In other words, they're designed to help make sure that when someone contacts you via email, text message, etc., you actually respond to their inquiry rather than ignoring them altogether. They also provide automated responses to questions like "When will my order ship?" or "Who should I contact regarding this promotion?" Basically, they streamline many aspects of your business operation while providing greater efficiency and productivity. And since they run automatically, they free up more of your staff's valuable time to focus on higher value activities such as client acquisition, relationship management, and conversion optimization instead.
There are two types of process builders available today: Web-based and desktop-based. The latter requires installation onto your computer system whereas the former runs directly off your web browser without any additional software needed. Both offer similar features including customizable workflows, multi-user access, scheduled reminders, and integration options. However, each has its own advantages depending on which industry you're working in. For example, companies who primarily serve small businesses might find Web-based solutions better suited for smaller operations. While enterprise-level firms would benefit more from desktop-based models. Regardless of whether you choose one type over the other, there's no reason why you shouldn't use both—the key is finding whichever solution works best for your specific situation. Let's dive into exactly how to set up these powerful systems further below.
We've broken down every single part of this article into easy-to-follow sections for maximum ease of navigation. If you'd prefer to jump ahead to a particular section, click here. Otherwise, keep scrolling!
How Do I Deploy A Lead Process in Salesforce?
The first thing you'll want to do after setting up your new account in Sales Cloud is configure your existing accounts under Account Management. Then go back to the main menu bar at the top of your screen and select New & Create " Accounts/Contacts. This will open up a popup window where you can begin adding users to various groups throughout your organization. From here, add your company name as well as some basic information about yourself such as address, phone number, email addresses, etc. Once done, hit save changes at the bottom right corner of your screen. You now have a user profile created. Now let's move on to configuring our lead flow.
As mentioned earlier, Salesforce offers several different ways to track prospects throughout their journey. But regardless of which method you chose, once you've completed setup, you must then assign a unique ID code to each individual record. To do this, head over to Setup > Customize > Fields > Record Type Page > Manage Fields. On the resulting page, scroll down until you see Field Name = Contact Information. Next, simply enter a custom field title that matches whatever naming convention you decided upon. Hit Save Changes and continue moving forward.
Now that you've established a database full of potential clients, the next logical step is to decide which ones deserve immediate attention. So, go over to Setup > Workflow Activities > Lead Conversion > Set Up Leads Flow. When prompted to give your workflow a meaningful name, feel free to call it anything you wish. After clicking OK, you'll be given the option to edit different parts of your new lead flow such as Lead Source, Decision Maker, Opportunity Stage, and Campaign Source. Take note of these fields' descriptions because they'll appear later in the wizard. For starters, leave everything else as default unless otherwise noted. Finally, you'll arrive at the last step, namely Define Steps. Clicking Edit Step(s) will bring up another pop-up box containing all steps that define your lead process. Fill them out according to your preferences. Make sure to check the box beside All Actions Required to complete this task before continuing onward.
Next, click Finish to finalize your lead process. Depending on which version of Salesforce you're running, you may receive a prompt asking if you really want to delete this workflow. Feel free to proceed with deletion. Your process will still remain intact even though it won't function anymore. Lastly, if you ever wanted to change something about your current lead process, you can modify it easily by going over to Setup > Workflow Activities again. Select Modify Current Activity... and fill out the necessary details. Keep in mind that whenever you update your workflow, you're required to rerun it through the same steps above to ensure consistency between multiple versions.
How do you deploy a sales process in Salesforce?
Once you've finished the aforementioned steps, you're ready to start testing your newly configured workflow. Simply log into Salescloud and navigate to the area labeled Org Settings located near the upper left side of your screen. You should see a button labeled Activate WF Menu Bar Icon. Click on it and wait patiently for the activation procedure to finish. Don't worry if nothing happens yet. There are a couple things you need to do before proceeding. First, we recommend turning on Single Sign-On for easier future login. Head over to System Preferences > Security & Privacy > General. Check the box labeled Enable Secure Shell (SSH) Client Access. Then, go back to your previous screen and click on Activate WF Menu Bar Icon again. This action activates the icon in the upper right hand corner of your screen. At this point, you should be able to successfully view your newly deployed workflow. Congratulations! You're officially live.
If you happen to notice some discrepancies between what you intended versus what appears on your screen, try refreshing your workspace. Also, you can always review the instructions provided by Salesforce itself to gain extra insight. Just remember that you cannot manually alter any elements outside of the defined steps. Everything inside the boxes marked in red is entirely preprogrammed and cannot be modified.
For reference purposes, here is a breakdown of each step contained within your lead process:
1. Send Welcome Email - Automatically sends an email welcoming your new sign-in attempts. Also includes a link inviting visitors to opt-into your newsletter subscription.
2. Capture Form Data - Creates a form on your website so anyone interested in receiving updates on special promotions can input their personal data. Upon submission, a copy of said data gets sent straight to your inbox.
3. Generate Support Ticket - Opens up a support ticket immediately so you can troubleshoot problems related to your auto responders.
4. Update Customer Details - Updates your records with pertinent information.
5. Follow Up With Qualified Prospects - Sends automatic follow ups to individuals expressing interest in purchasing your products or services. Gives them 48 hours to accept or decline your proposal.
6. Add Attachment to Case Comment - Adds attachments of documents relevant to cases assigned to your team members.
7. Approve Order - Assigns an appropriate person to approve orders submitted by customers.
8. Schedule Auto Response - Schedules an auto response email letting everyone know that you received their request. Includes a personalized greeting that shows appreciation toward making the purchase.
9. Reject Request - Declines the sale instantly without giving justification.
10. Confirm Subscription - Emails subscribers if you plan on sending periodic newsletters.
11. Report Status Change - Notifies employees whose status changed during a case assignment. Makes sure to include updated deadlines along with reasons behind the delay.
12. Publish Content - Allows content creators to publish content and share it across social media platforms.
13. Delete Case - Deletes the specified case permanently.
14. Remove User Permissions - Removes certain people from having permission to submit requests.
15. Close Opportunities - Puts an end to active deals involving opportunities that didn't close due to lack of funding, product availability, etc.
16. Reset Password - Resets passwords that were previously compromised.
17. Logout Users - Logs out inactive workers from accessing sensitive areas.
18. End Session - Ends sessions for anyone currently logged into your site.
19. Unsubscribe Listener - Directs concerned parties to remove themselves from your mailing list.
20. View Reports - Shows reports pertaining to past activity. These reports range anywhere from simple graphs showing traffic patterns to complex charts depicting total conversions.
21. Export CSV File - Exports all collected data in a comma separated file format.
22. Import CSV File - Imports all collected data into a spreadsheet program.
23. Share Link - Lets others send invitations to join your subscriber list.
24. Track Time Spent on Cases - Provides insight into how long it took for you to resolve a problem.
If your goal is to manage and grow an organization's business, then it’s important that every aspect of how work gets done be as efficient as possible. One way to ensure this efficiency is through automation—automated processes reduce human error while increasing productivity. In other words, automating certain repetitive tasks means more time can be spent on high-value activities like strategy planning or client development.
Sales is one area where many companies struggle with automation. It requires multiple steps and often involves different people, which makes it difficult to automate without making mistakes along the way. This article will help you understand what a "sales process" actually is so that you can leverage it to improve your own team’s performance.
How do I assign a sales process in Salesforce?
In order to create a sales process, first we need to define exactly what needs to happen during each step. When assigning these roles, keep in mind that not everyone is best suited for all parts of the process. For example, if you're looking at a new customer service initiative, don't put someone who has never worked with customers before in charge of answering their emails because they won't know what questions to ask! Similarly, no matter how great a programmer you think you might be, you probably aren't going to want to write code yourself when building out a complex algorithm, especially since there could potentially be bugs that pop up later down the line.
Once you've defined the exact role needed for each part of the process, take some time to identify any potential obstacles that come between those actions (e.g., lack of resources). By identifying these roadblocks ahead of time, you'll be able to plan accordingly by finding ways around them. If you find yourself stuck, try reaching out to experts within your company to see whether you can use outside services or technologies to solve your problem. As long as you make sure all parties involved feel comfortable about the decision made, chances are good that everyone else will agree as well.
How do I set up a sales process in Salesforce?
After you've identified the specific steps required to complete the sale, now let's move onto setting up a system that allows you to track progress across all stages of the process. The easiest way to do this is through templates built into Salesforce, such as Account Setup & Marketing Templates and Opportunity Workflow Templates. These templates include checklists that can easily be edited to fit your unique requirements and workflow. They also allow users to automatically input data from existing records instead of having to manually enter everything themselves.
Since most organizations today rely heavily upon email, another thing you should consider doing is providing your clients with dedicated login information for accessing critical areas of your platform via a secure web browser. Doing so ensures that sensitive documents stay private and prevent unauthorized access to confidential files. You can accomplish this task by enabling two-factor authentication (2FA) on your account. Two-step verification (TSS), meanwhile, adds additional security by requiring both a password and phone number to log in. While 2FA isn't foolproof, it does provide extra protection against online threats.
Finally, once you lay out the blueprint for success, you must monitor each stage closely so that nothing slips past unnoticed. To do this, you can integrate popular third party tools such as HubSpot and Google Forms to quickly detect issues and resolve them immediately. With proper monitoring in place, you'll always be prepared to handle unexpected challenges that arise.
What is sales process in CRM?
So far, we've discussed what a sales process looks like in theory, but how does it look in practice? Here are just a few examples of common scenarios involving a variety of industries:
1.) Customer A calls Client B inquiring about Product C.
This scenario starts off with a call coming from an unknown source, meaning that whoever answers it will likely answer back based solely on instinct. Because of this uncertainty, the agent will typically start by asking basic info about the caller, including name, job title, etc. Next, they'll confirm the identity of the person calling before moving on to gather more information such as budget constraints, desired product features, etc. Finally, after gathering enough details, the agent will schedule a meeting with the appropriate stakeholder(s) to discuss further.
2.) After the initial contact, Customer A sends over a Request for Proposal (RFP) detailing his/her project.
When receiving a RFP, a buyer will usually respond with either Yes or No to indicate interest in working with the supplier. Depending on the industry, however, things can get much more complicated than this. Even though this approach works fine in cases where only one vendor fits the bill, it doesn't scale very well when dealing with dozens of suppliers. Instead, buyers should turn to specialized software designed specifically for sourcing proposals. Such platforms are capable of handling large amounts of incoming requests and sorting through hundreds of qualified vendors efficiently. Once a proposal matches a buyer's criteria, s/he can choose whichever provider meets his/her standards.
3.) Buyer reviews a list of submitted bids and selects Vendor D.
The same goes for selecting vendors in real life: sometimes less is more. Going with a single provider over several competing offers can save money in the short term, but it cuts your options dramatically. Also, remember that price is rarely the deciding factor when choosing a contractor. Rather, focus more on quality and reliability rather than cost alone.
4.) Contractor delivers completed goods to Customer A.
As mentioned earlier, automation helps businesses run smoothly even under stressful circumstances. However, there are times when machines fail us. That's why it's crucial to train employees thoroughly on how to react in case something goes wrong. In addition, by taking advantage of technology solutions such as machine learning algorithms, robots, smart contracts, AI, and similar innovations, we can significantly increase our overall productivity and eliminate errors altogether.
5.) Customer A pays Vendor D directly.
While this option is certainly convenient, it can also lead to problems. Many startups or freelancers prefer payment processing methods such as PayPal, Skrill, Stripe, Cash App, etc., simply due to their ease of implementation. Unfortunately, these apps leave room for fraudsters to steal funds right from the palm. Before handing over cash to anyone, make sure your financial institution supports cryptocurrency payments. Otherwise, you risk losing control of your money entirely.