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Archived post “Weigh in on New Process Maps Currently in the Works”. Click here for all posts in Successforce Blog.
Weigh in on New Process Maps Currently in the Works
We’ve received great feedback on the Sales and
Marketing Process Map so we are working with XPlane to design a couple new
maps. From what I’ve heard top candidates include a map to explain CRM, PRM,
and Service and Support.
The image below is a first draft of an overview
slide, designed to explain CRM.
- Does
anyone have a good two sentence explanation of what CRM is?
- Are the 6 steps below the 6 most important concepts to convey to a new user?
- What should we use the white space in the bottom right corner for? Should we have sample reports and dashboards or explain that you can integrate Salesforce with other applications such as Outlook, Excel, AdWords, and Accounting Packages?
Feel free to make comments down below or edit the
attached PPT presentation and email it back to me.






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