Changing processes that involve a significant number of employees, multiple technologies, and hundreds or thousands of datapoints is a daunting task. But it’s an accomplishable journey with the right mindframe, even if it requires a paradigm shift in your company and release from the chains of the status quo.
In the brand new ebook, Revenue Ops: The Salesforce Way, Salesforce EVP, Revenue Operations, Meredith Schmidt shares tips that can be easily tailored to change your quote-to-compensation process for the better. Download your copy here, and read on for some words of wisdom from Meredith that give you a taste of what you can glean from the ebook.
This is perhaps the most challenging, and most important, part of revamping internal business processes. It starts from the top and works its way down; leaders ensure that employees are not afraid to point out problems, test new ideas, and propose creative solutions. Meredith’s team is not afraid to try new technologies to solve lingering problems.
For Meredith’s team, it’s all about automation. At every opportunity, the team looks for manual inputs that can be turned into automated tasks using technology. Consistently looking for ways to automate processes means employees can focus on high-value tasks that drive better business results, all while eliminating potential points of error.
Once you figure out what and how you want things to change, you must look toward the future, rather than planning for change based on the situation today. Instead of implementing technology and processes that solve immediate challenges, think about the shape of your team and tactics in both the near term and long term. That way, you’ll always be prepared for rapid growth, and can always match your processes with your size and scale.
How does your team gather feedback from its members? Providing dedicated technological and human resources to the task of listening to, evaluating, and implementing feedback is a critical part of the success of Meredith’s team. Make sure to include employees outside your core team in the feedback loop so that you can get an accurate reading of how any employee impacted by your work feels about your technology and processes.
And if you’re headed to Dreamforce, get the scoop from Meredith in person at the session, Power of Connected Apps: Process Without People.