When was the last time you took stock of the custom code in your Salesforce org? If it's been a while, now might be the time to check on your triggers. Older Salesforce orgs may have evolved to include more than one trigger per object. This can cause unpredictable behavior, which is never a good thing. Does your Salesforce org have too many Apex triggers?
Extending your team's productivity tools to the mobile space can be a game-changer in many ways. Your mobile workforce enjoys greater efficiency and convenience, while your back office team sees timely and accurate data capture. Win-win! How can you tell, though? Measuring enterprise mobility ROI needs careful thought and management.
Defining return on investment (ROI)
The first step is always to define the question. According to Merriam-Webster, ROI = (Net Profit / Cost of Investment) x 100. That's a great, basic definition. The next step is to figure out how to apply that definition to your specific enterprise mobile apps so you can determine your enterprise mobility ROI.
Basically, you're measuring ROI for a tool. It's not a straightforward calculation like cost of goods sold for merchandise, after all. It can be done, though. Let's take a look at a few approaches that can give you insight into the value of your mobility investment.
Cloud computing, with its related software, platform, and infrastructure service models, has changed the way people use technology. It's so common that many people don't think about, say, webmail or online document sharing as a cloud computing service; it's just a normal part of the landscape. Both individuals and organizations use many cloud computing services. While Salesforce CRM is a widely used software as a service (SaaS) product, Salesforce also offers its Force.com platform in the PaaS (platform as a service) space. Is Force.com a real PaaS?
We see it all the time: a company has a long-established software system that's either fully custom or has been customized to fit just right. It's perfect, or as nearly perfect as software can be. And then the company grows. It evolves with the changing marketplace. Little by little, that perfect fit starts to pinch here and sag there. You know you'll need to do something about that legacy software eventually, but not now. When does "eventually" become "now"? How can you tell when it's time to overhaul your legacy system?
Sooner or later, in the Salesforce ecosystem, you will find yourself writing code to customize a Salesforce organization. There are plenty of references about the Apex programming language, which is Salesforce's Java-esque proprietary language for controllers and triggers. Of course, you'll follow general programming best practices. You'll also want to keep a few things top-of-mind about Salesforce coding.
If you carry inventory, you need efficient, effective inventory management software. Since it's such a critical part of your infrastructure, it's important to select the right tool for your needs. Should you choose a commercial off-the-shelf (COTS) package, or do you need custom inventory management software?
The basics are in place: you've set up your Salesforce org, and you've customized it enough to let your sales team work pretty efficiently. Now your users are asking for more. They want more automation to streamline their work, more customization to tailor their experience to their needs, more built-in business logic to improve the quality of report data. How much of this can you realistically do in-house? Is it time to outsource Salesforce work for your organization?
For any organization led by a board of directors, communication is vital. Board members need a great deal of well-organized information in order to perform their duties. Staff members have traditionally prepared board books and meeting documents, assembling and organizing possibly hundreds of documents for each meeting. While it's possible to cobble together a solution using existing software like project management systems and online document sharing tools, these DIY systems don't offer the efficiency or features of a dedicated board of directors portal. These portals provide several features to help boards work efficiently and effectively.
Salesforce is a terrific tool, and it continues to grow in capabilities as well as popularity. However, companies don't use Salesforce in a vacuum; they need to integrate it with their other systems to maximize value. Here are some pitfalls to beware of in Salesforce integration projects.
How organized is your purchasing system? If you're not already using purchase orders, it may be time to start. If you are using them, take a moment to evaluate how well your off-the-shelf software fits your current needs. It may be time for a custom purchase order system.
Why should I use purchase orders?
A formal purchase order process has a lot of benefits for both buyers and sellers. Here are a few: