Webinar On Demand

User Process Improvment for Salesforce CRM Users

Leading organizations around the globe are achieving remarkable results from their investments in Salesforce CRM through User Process Improvement. These organizations monitor how users interact with the software, analyze those processes to identify inefficiencies and risks, and then automate manual processes that waste time and money. By discovering and understanding the "people processes" required in their daily operations--and taking those processes into consideration when designing and deploying the CRM platform--these organizations streamline processes, optimize efficiency and accuracy, and reduce user training time. User Process Management allows them to realize all the expected benefits of their Salesforce CRM implementation.

During this webinar, participants will learn how User Process Improvement enables Salesforce CRM users to:

• Improve Efficiency – Monitor how users interact with Salesforce.com and other applications to identify inefficiencies and use patterns, spot training deficiencies, and more.
• Automate Processes within Salesforce CRM – Automate login procedures, provide agents with real time up-sell/cross-sell offers, or trigger alerts about a high value customer.
• Automate Workflows between Salesforce CRM and other Applications – Automate processes that span Salesforce CRM and other applications, such as CTI or soft phone applications, e-mail and chat, knowledge management, billing, provisioning, dispatch, etc.
• Improve Compliance – Automate required tasks, provide onscreen user guidance to minimize risk of non-compliance, monitor and report user performance, and store compliance data as an audit trail.
• Enhance User Interfaces – Simplify processes with contextual guidance, or streamline processes such as accessing customer information in other applications directly from within the Salesforce CRM user interface.