Industry: Commercial Real Estate
Problem: Sales and Sales Operations are having a hard time moving Opportunities along. It seems older workflow automation has not kept up with current needs. And therefore we cannot manage our pipeline.
Solution: Work with Client to understand current sales and sales ops workflow process. Removed outdated fields and automation and configured new automation to reflect current processes.
Results: Opportunities move much faster through the process with increased accuracy and users are more confident in the system.
The Details:
#1 create design document to outline current workflow processes, #2 identify fields and automation to retire, #3 identify new fields and automation to accomplish current process goals, #4 update lightning page layouts and include dynamic display of key information, #5 transform current data to align with new workflow rules.
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