Process red flags and the process improvement cycle after go-live
Key Takeaway
Watch for three red flags: manual effort, avoidance, and lack of trust. Then improve the process in five steps, starting with diagnosing the problem before you choose a tool or design a new process.
Process improvement is a set of best practices and steps for finding and simplifying existing business processes, with the goal of raising productivity. After go-live, you watch for red flags that show a process is failing its users. Then you work through five steps to fix it, beginning with diagnosing the problem. In Agentforce Manufacturing, CRM Analytics shows how the business is performing, and Flow for Manufacturing automates manual, repetitive work.
What process improvement aims for
Process improvement aims to increase productivity. Productivity can mean revenue gains, efficiency gains, happier teams, or some mix of the three.
Process improvement raises revenue in three ways:
- Less manual admin work means more time spent selling.
- The right resources at the right time make buyer experiences more personalized and raise conversion rates.
- Automated sales tasks free sales operations to keep optimizing the sales process.