Take action to create a holistic 360-degree view approach to your company and all the systems, people and processes that impact daily decisions.
- [Instructor] A big part of the cloud strategy roadmap is understanding and exercising a wholistic approach to the company and all the systems, people, and processes that impact daily decisions. So let's look at the definition of holistic. This is a rather interestingly interpreted but it really is just the emphasis of the importance of the whole and the interdependence of its parts or to look at it another way it's concerned with the wholes rather than the analysis or separation into parts. So what we're trying to do is we're trying to take a larger view of the entire company not just sales force but the entire systems that integrate together and build a story for your customer so that you can go to one place and have real data and real timing and that way you can make actionable decisions.
Make sense? So the goal of this specific course is to achieve a wholistic approach by creating a 360 degree view of your customer. Silos need to be broken down and departments must be able to collaborate with one another. Marketing should own part of the lead process so they can assess the ROI of their campaigns. Service should own part of the opportunity process so they can cross-sell and upsell with sales. Billing should provide visibility to sales and service on the financial status of the customer. So by collaborating with service and finance, sales will know the health of the account for timing opportunity discussions.
These are just a few examples of how a holistic mindset can impact the design to provide collaboration and transparency throughout the entire company. As mentioned, key system design decisions need to be made with the entire technical stack and all divisions as an existing solution not just CRM and sales. This enables a strong baseline to build from and one that will be relevant and sustainable for all users and partners.
- Creating a 360-degree view
- Managing accounts and contacts
- Page layout sections overview
- Account names, parent names, and site names
- Managing external IDs and account numbers
- Using Data.com
- Building a data model
- Extracting, transforming, and loading
- Locking opportunities on non-active accounts
- Creating scorecards
- Updating account status
- Monitoring contract renewal dates
- Using Contact Roles