Navigate with clarity throughout the Salesforce platform

Paul Field C.O.O. @ Improved Apps

Signposting your journey through the Salesforce platform

 

wrong way and right way signpost

“No man is an island, entire of itself.”

 

John Donne’s words could equally well apply to enterprise software applications. Businesses do not have islands of activity that have no connection with the other activities being undertaken, and their software tools cannot function effectively as isolated land-masses of capability. Applications provide the functionality that helps automate, rationalise, understand and progress different steps within a business process. Those processes frequently span multiple applications across a variety of platforms and user interfaces.

 

Salesforce, as a platform, might justifiably claim to be the sea in which the ‘islands’ stand, but that still leaves the challenge of how to move people from one place to another in order for them to complete their journeys quickly and effectively. As a human voyager moving from country to tropical islandcountry we are confronted by changes in language, culture, style and appearance: As virtual travellers along a business process, we face exactly the same kind of issues as we move from one application to another – a different look and feel; different assumptions about what is intuitive; different jargon and different functions.

 

Even though the integration that takes the data along the journey has improved drastically over recent years and is naturally even more complete when working on a single platform such as Salesforce, it is the human element that so often gets neglected. Not surprisingly, the most significant causes of implementations failing to produce the anticipated benefits are that the adoption of the applications, and the subsequent way in which they are then used, fall short of the target. This is essentially a human failing rather than a system failing.

 

How then, can we create an environment that unifies the steps to create the complete business process? What can we do to provide the support that the users need to ensure that their journeys are safe and free from delays?

Clearly, if money were no object, we could simply re-write every piece of software in use so that they all looked and behaved in exactly the same fashion; we could have an army of support staff proactively following the users to ensure that there were no misunderstandings about how to do something, and safeguard that all of their questions were answered immediately. Of course, this is neither possible nor desirable.

 

But that is not to say there isn’t an effective solution to the problem. Improved Apps provides the guidance (through Improved Help) that users need to traverse the applications and interfaces that form the stepping stones of their business processes; to bring relevant information to hand when and where it is required at a particular juncture, and to prevent people from straying from the right path. Our app does this by providing help within all of the different applications that may exist on your Salesforce platform. This assistance is cognisant of where users are and what they are doing; it negates the differences in the way the apps look and feel, and instead provides a consistent view of the processes, background information, objectives and considerations that may be required to help navigate the application landscape.

 

In this sense, Improved Help becomes the satnav for sales, as it always knows where you are, and can help you get to where you need to be quickly and efficiently, despite the changes going on around you.

 

If you think your sales users could benefit from a satnav for the Salesforce platform, why not take a look at Improved Apps?

 

Paul Field – C.O.O. @ Improved Apps