Invest in Salesforce UX/UI?
Michael Berris
Servant Leader | Culture Warrior | Empowering people and delivering value
Imagine this scenario: Seymour, your newest rep is on their first big pitch. The client, Susan, is the primary decision maker and she likes and trusts Seymour. As Seymour goes in for the close, he gains buy-in and gets a verbal "Yes" from Susan, based on the price and value of the service. As Seymore is drawing up the paperwork, Susan says "This includes implementation and training, correct?"
Seymour freezes after realizing he forgot critical steps in the Needs Analysis stage. After apologizing, he pivots to asking additional questions and setting up a time for another pitch as the price will be changing.
Susan has lost trust in Seymour and is going to explore other vendors.
Seymour is upset the deal might be lost, and he is frustrated that he missed such a critical part of the sales process. He feels like he should have had better training and more support, especially considering everyone talks about how Salesforce helps Sales people sell more!
If only there was a way to help new reps by ensuring the proper sales process is followed. Good news, there are many ways!
What are some aspects found in good UX/UI?
Investing in Salesforce UX/UI Pros & Cons
Pros:
领英推荐
Cons:
Features & Tools to improve Salesforce UX (Not all-inclusive)
Wrap-Up
Investing in and optimizing user experience can be a game-changer for your business. But, like any investment, it requires time, effort, and resources. To get started, sit with users who are doing the job to understand their pain points and ensure you connect any enhancements to those pain points when releasing/training.
If you need additional help, don't hesitate to reach out. During my 18-year career, I have had the opportunity to work with and lead great folks across Sales, Sales Operations, and Technology. I have learned so much and continue to do so. While I have achieved some success in that time, much of that was through standing on the shoulders of the giants before me - so I hope to provide that same opportunity for others. If you are interested to learn more about how Salesforce can help your business please comment below with subjects you are interested in.
*This article was outlined using ChatGPT, and thoroughly edited based on my own experience leading Salesforce development and product management teams responsible for thousands of users across sales, service, and marketing.
**I am not a writer by trade, content creation on social media is new to me so please message me with the gift that needs no holiday - feedback!
Michael Berris
Tech<>Business Translator ? Product Development ? Architecture ? Business Enabler ? Digital Transformation ? Process Improvement ? UX Design ? Cross-Industry Innovation ? Cautious AI Enthusiast ? Salesforce ? Polymath
1 年Michael Berris, congratulations on taking the publishing leap. I'm curious (and this could be your next article) if you could provide a breakdown of the Prompts utilized with ChatGPT and its raw output "outline" leveraged for this article versus your final product. Per your feedback 'gift' request - I think highlighting where the color commentary, enhancements, and polish - or said another way - personal experience, intangibles, and human element were added to the outline would be illuminating. Interested? #chatgpt #salesforce #coelounge Conrad Aach
Salesforce LWC developer | Salesforce certified developer | Salesforce certified Admin|UI developer|sales cloud| salesforce marketing cloud| nCino Salesforce| Omni Studio
2 年Awesome Michael!
Servant Leader. Mother. Runner. Chief Data Officer at Genesco.
2 年What a great Seymour story that’s relatable but your in-depth analysis on pros and cons plus recommendations is amazing. And thank you for referencing our chatFriend while thoroughly editing to make a proper article. Your experience in SF is strongly evident.
Full Stack Software Engineer
2 年There is a reason why you lead our salesforce team Michael Berris. That was a good article.