DF2UFL 2012 Morning Session: Improving Business Processes Presented by: AppExtremes [Bold Sponsor] Jereriah Manning

1. Improving Business Processes
Your Business:
Better, Faster, Stronger

2. AppExtremes, Inc.
Jereriah Manning
http://home.appextremes.com

3. Business Process
Components
 Learned Behaviors
 “It has always been done this way”
 “This is what I was taught to do”
 “This is just how we do things”
 Corporate Mandates
 RPPs
 Specific Tasks and Workflow

4. The Business Process
 Beginning - an objective
 End - when the objective is meet.
 Simply put, they are:
 How your business works
 How work is done
 What tasks get priority (what can be circumvented)
 The key is what happens between the objective and
final result.

5. Business Process
Improvement
 What is the better strategy?
 Reduce costs by $1 or increase sales by $1
 All else equal the answer is:
Yes.
 Improving your business processes is the way to
achieve both concurrently

6. Why?
 Where is your crazy?
 General business improvement
 Increased Sales
 Lower Costs
 Reduce Turnover
 Forced
 Government Regulation
 Corporate Mandate

7. How?
 Examination
 Current workflow, behaviors and processes
 What do you want to improve?
 What are your pain points?
 Focused and Consistent
 Planning
 What do you hope to accomplish?
 Specific and measurable goals

8. How?
 Action
 Create
 Make aware
 Implement
 Hold the course but tweak processes when necessary

9. Continuous Improvement
 Review and Repeat
 Specific and measurable goals
 New and better processes (again, again, again…)

10. Improving Business Processes
Specific Examples

11. Typical Pain Points for
Salesforce Users
 Standard Salesforce Reporting
 Repetitive Data Entry
 Proposal/Quote generation using Opportunities and
Products
 Customer Communication

12. Reporting – URL Hacking
 Passing information directly to pre-defined reports
 Reports can use a combination of pre-defined and undefined filters
 Multiple filters can be set via the Button/Link code
 Useful for running reports based off of the Current User or any other field
accessible by the Button/Link code

13. Scheduled Reports
 Delivery of defined report to recipient(s)
 Multiple Schedule options
 Must be Salesforce User(s)
 Runs under a specific User
 Permission Considerations

14. Repetitive & Manual Data
Entry
 New Child or Related records requiring unnecessary and
duplicate data entry
 Custom Buttons can be defined to pre-set fields on the new
record at creation
 Static data or field data from the parent record
 Also be used to set multiple fields on
the current record with a click of a
single button/link
 Closing an Opportunity and setting other
fields to control necessary data without
using required field.

15. URL Hacking Reference
Materials
 Videos
 http://www.youtube.com/watch?v=_WHpTOF3bFo
 Text
 http://raydehler.com/cloud/clod/salesforce-url-hacking-to-prepopulate-fields-on-a-
standard-page-layout.html
 http://success.salesforce.com/ideaview?id=087300000006tquAAA
 http://www.interactiveties.com/b_button_override.php
 http://amberneill.wordpress.com/category/tips-tricks/
 http://success.salesforce.com/questionDetail?qId=a1X30000000HZ13EAG

16. Conga Composer
any data from your document distributed and
any object and your format archived
• Reduce document production time
• Eliminate errors from Cut & Paste
• Accelerate business processes
• Enforce branding and messaging standards
• Easy to set up, deploy and use
• Batch and workflow-triggered options

17. Creating Quotes/Proposals
 Standardizing the format and messaging of Proposal
documents is key to maintaining control and
consistency across your sales team
 Salesforce – Create PDF from Quote Object
 Limited but effective if you can stay within the confines of the system
 Custom-built solution
 Costly, require programming knowledge (ongoing?), hard to change
 AppExchange Options
 Numerous options
 Paid and free options
 Vendor supported options
 Free trials to make sure you get the product that matches your needs

18. Conga Merge SL Quote
 Free Version (Beta) is an enhanced Mail Merge function
 Any object
 Any browser
 Any platform
 Includes Line Items on Opportunity and
Quote functions
 Runs locally in less than ten seconds

19. Conga Composer
 Document Generation from a single Record in
Salesforce
 ALL related data is available via standard Salesforce
Reports or SOQL Queries
 Lookup Fields
 Related Lists
 Uses a fully-customizable templates
 Total internal control
 Word, Excel, PowerPoint, Adobe Acrobat
 Multiple output options

20. Conga Automation
Conga Conductor and Conga Workflow
Boost Your Productivity
With Powerful Batch and Workflow-Triggered Processing
 Batch execute up to 500
Conga Composer operations
 On-Demand or Scheduled
 On-the-fly from a list view
 Other custom buttons/links
Plus: Conga Workflow to fully automate
create and send process based on defined events

21. Keeping in Touch
 Keeping customers and/or partners up to date with
completed Milestones takes a lot of manual work with
native Salesforce functionality
 Typical solution is a User initiated emails with a
Salesforce report attached (Export Details)
 Save time by automating the process
 Based upon records in SF
 Triggered by Sales Workflow or the
single click of a button

22. Engage With Us
Your New Client Talking to Us A Solution
Requirements Delivered
USA +1 (303) 465-1616 UK +44 20 3608 0165
9-5 Monday-Friday
Or email support@appextremes.com
Check out our new knowledgebase and videos:
www.appextremes.com
Sales Resources: www.appextremes.com/sfdc
Thank You!