Here are six key steps to properly and seamlessly applying agile to your Salesforce CRM management practices. When applied to Salesforce, agile can break down operational silos through better communication and collaboration between teams that can help eliminate many of the most costly errors and delays to bring greater value to your organization faster.
#Agile crm book software#
Even though they’re not often software developers, Salesforce admins are still tasked with managing development efforts as though they were, which means they have to have specific structure, guidance, and release policies in place. In agile, everything is evaluated continuously and incrementally, making it easier for teams to respond to change quickly while minimizing critical errors-perfect for Salesforce administrators and operations teams. Unlike more sequential methodologies that require teams to fully develop and deploy software before going back and troubleshooting, agile is an iterative process in which teams deliver work in small, but consumable, increments.
Agile 101Īgile software development is a philosophy and methodologies based on tight feedback cycles and continuous improvement. In response, Salesforce admins and IT teams are beginning to work together to implement an agile development methodology in their Salesforce environment to mirror the operations-and benefits-of their other software efforts to deliver more consistent, reliable, and error-free features and applications. In many cases, that means having a coordinated IT effort to manage initial deployment and general support, while leaving Salesforce administrators to deal with new features on their own-leading, predictably, to degrading implementations, time-consuming fixes, and unpredictable performance and availability for users who need the software the most. For many companies, Salesforce is the single source of truth for managing sales pipeline, existing and churned customer accounts, and all other revenue-based operations.īut like most out-of-the-box software, Salesforce needs to be right-sized to the specific and unique needs of each business and team that uses it, requiring ongoing (and sometimes expensive) customizations and development of additional features.ĭespite dominating the CRM market, many companies still approach implementing new Salesforce features more like tinkering with spreadsheets than as the complex set of software it is.
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Customer relationship management (CRM) platforms are the heart and soul of today’s enterprise.
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