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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?

Crm_process_map

Feel free to make comments down below or edit the attached PPT presentation and email it back to me.

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