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BEST PRACTICES: Process Maps for Sales and Service

Knowledge Article Number 000214171
Salesforce Cloud Services

Process Maps for Sales and Service

Whether your organization is new to Salesforce or you are a long-tenured customer, Process Mapping is an important exercise for organizations of all sizes. Representing new or existing business processes visually allows users to reference the process at a glance, and also serves as a strong foundation for process optimization. Once the Process Maps are defined, users will have a powerful tool to help them map business processes to Salesforce functionality. 

Here's a sample process map for "Generating More Leads":
"Generate More Leads" Sample Process Map Diagram
*Click image above for a larger view
Join the Success Community to download more Process Maps for Sales and Service, which can be modified to meet your organization's needs.

For more resources on improving efficiency check out the Achieve More Hub: Increase Sales Rep Efficiency

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