Sales Cloud for field operations
Sales Cloud customization and back-office integrations supported additional operational processes.
Industry experience
Consumer goods and manufacturing
Support operational workflows that extended beyond the existing CRM setup.
Where Salesforce fits
Salesforce consulting
Consulting, implementation and managed services for new and existing Salesforce orgs.
Planning a first release
Start with a field workflow
Follow one update from the field through approval and into the back office. Identify duplicate entry and note when supervisors need current information.
Set a baseline
Track time spent on field updates, reconciliation effort, and the delay before supervisors can see current activity.