When identifying processes to bring into Salesforce look for?

Question

A. Manual processes with numerous steps

B. Email-driven processes

C. Teams using spreadsheets to run the business

D. Documents shared on local directories

E. All of the above

Answer 1

The correct answer to your question “When identifying processes to bring into Salesforce look for” is option E; All of the above. Because Salesforce is fast and using that will help you in boosting the productivity and efficiency of the marketing and sales team. So, the key points that need to look for in a business operation that is running on older work methods, are Manual processes require you to take numerous steps, the Sales team using spreadsheets for their day-to-day tasks if the communication between the teams is email-driven, and the local directories used for sharing documents. Once if you detect these signs then you could be sure that the processes should be transitioned to Salesforce for faster and efficient operations.

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