Turning discovery findings into actionable improvement recommendations
Key Takeaway
An actionable recommendation targets a gap you measured and covers the whole change: the new process, a pilot group, and the rollout, not only a tool.
Discovery shows what is wrong with a customer's current processes. Recommendations turn those findings into changes the customer can test and adopt. In Agentforce Manufacturing, the KPIs in Analytics for Manufacturing dashboards show where the business falls short, so each recommendation targets a real gap. Features such as Sales Agreement Foundations then give the fix a concrete shape.
What process improvement is
Process improvement is a set of best practices and steps to find and simplify existing processes in a business. The goal is higher productivity, which can mean revenue gains, efficiency gains, happier teams, or a mix of the three.
Process improvement raises revenue in three ways:
- Less time on manual, administrative tasks means more time for selling.
- Access to the right resources at the right time makes buyer experiences more personalized and raises conversion rates.
- Automating sales tasks frees the sales operations team to keep optimizing the sales process.