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36 Top Salesforce Apps to Power Up Your Sales Operations

Salesforce is the most popular CRM in the world, and the most fully-featured. It has been developed constantly for almost two decades, and the company has tried its hardest to build every single feature that sales teams need to be more efficient.

However, it doesn’t do everything out of the box…

That’s why the Salesforce AppExchange features thousands of apps which have collectively been installed more than 5,000,000 times. These apps stand in for other software to save you switching between programs, breaking focus, and pasting data over and over.

But, like I said, there’s thousands of apps. How do you know what to choose, and what to avoid?

In this post, we’ll cover 36 of the best Salesforce apps on the AppExchange so you can improve your sales operations and productivity.

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Create a Form That’s Beautiful: Typeform vs SurveyMonkey vs Wufoo

create a form typeform vs surveymonkey vs wufooThere are countless options available to help you create a form for your website or email campaign.

But you don’t need to go through a list of 29 different options of tools which do almost exactly the same thing.

What you want is to see the best tools for building forms which work and are enjoyable for your users or respondents to use.

That’s why we at Process Street have decided to analyze our 3 favorite form builders to understand exactly what their strengths and weaknesses are, and what use cases they’re best suited to.

Many of our users utilize Process Street for building forms for collecting customer data, consumer feedback, or undertaking market research, so we’ve heard a great deal about what businesses are looking for from form builders and survey tools!

We’ll look at 6 categories by which will compare Typeform, Surveymonkey, and Wufoo to crown the best survey tool:

  1. Design
  2. Ease of use
  3. Features
  4. Delivery
  5. Reporting
  6. Price

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How to Beat Procrastination and Use It to Your Advantage

how to beat procrastination

So, you want to know how to beat procrastination? Well, here’s the simple answer.

You can’t.

At least, not completely.

No matter how hard you try, it’s impossible to completely eliminate procrastination. There will always be tasks you put off, and there will always be projects that get shelved in favor of others.

You can, however, learn how to use procrastination to your advantage and make what many see as a chronic issue into one of your greatest strengths.

First, however, you need to know your enemy. That’s why today I’ll be covering:

  • What causes procrastination (and when that isn’t a problem)
  • The benefits of procrastination you can take advantage of
  • The drawbacks that can come back to bite you
  • How to use it to your advantage

It’s time to stop stalling and get stuck in.

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How to Start a Lean Process for Continuous Company Learning

The following is a guest post from Pascal van Opzeeland. Pascal is CMO of Userlike, software for website and messaging support. He and his team share tips about customer service and communication on the Userlike Blog.

In school, everyone looks forward to the day they can stop learning and start doing. But once inside hamster wheel of working life, many long back to the times in which they had the time to invest in their personal development.

At Userlike, we see this lack of time for personal learning as a serious challenge. The world is developing faster than ever, and the pace is only accelerating. To stay competitive, we need employees to keep up; to keep learning and stay up-to-date with their craft. Other benefits from  having a culture that stimulates continuous learning include:

  • Increased productivity
  • Attract and retain talent
  • The ability to grow leaders in-house and reward loyalty

The best employees have an innate desire to grow, but it’s hard to free up time when your daily tasks and duties mess up your schedule. Learning is one of those high importance – low urgency tasks that easily gets pushed aside.

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8 Ways to Improve Sales Productivity with Consistent, Repeatable Processes

sales productivity

What does your sales process look like right now? According to research by Vantage Point Performance, 66% of B2B sales teams don’t even have a sales process.

The vast majority of companies surveyed in that Vantage study had a revenue over $250m, and 39% made over $1b each year. These companies aren’t failing. In fact, they’re doing well.

So many companies get by without documented processes, it’s enough make you question why it’s worth implementing them at all.

…That’s until you check the rest of the stats.

Why you should bother with a formal sales process:

  • A formal sales process improves revenue by 18%
  • 3 hours per month on pipeline management improves revenue by 11%
  • Trained salespeople bring in 9% more revenue
  • Organizations that followed all three of these best practices above saw a 28% increase in revenue vs. those that do not
  • A formalized sales process leads to a 65% increase in individual reps hitting their targets and an 88% increase in companies hitting their goals
  • A sales playbook makes you 33% more likely to close sales at a higher rate

Simply playing it by ear — especially when you’re in the realm of $1b+ revenue — seems ridiculous. The benefits of documented processes are obvious to many organizations. As you can see, the numbers relate to real money.

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How to Get, Process, and Act on Employee Feedback

employee feedback header

Saying “employee feedback” conjures images of awkward conversations with managers and meaningless buzzwords during performance reviews, but it doesn’t have to be that way.

Feedback cycles shouldn’t try to force comments out of your team, but instead support them and let them know when and where they can raise any issues they encounter.

Doing this lets you see the flaws in your business and figure out how to take action in order to improve it for everyone involved.

It’s also a great way to get a second opinion on issue that you have lost all context on. Veteran and new employee alike offer vital second opinions and can really help to highlight where your processes are weakest, and that’s not even mentioning other benefits such as helping to make your employees feel valued.

69% of employees say they would work harder if they felt their efforts were being better recognized” – Lindsay Kolowich11 Eye-Opening Statistics on the Importance of Employee Feedback

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Are You Poka-Yoke Woke? Stop Mistakes With This Error Prevention Method (10 Examples)

poka yoke headerWhat’s better than fixing something when it’s broken?

Stopping it from breaking in the first place.

This article is going to focus on how you can put certain steps in place to catch problems before they arise.

This technique is called poka yoke and was born out of the Toyota Production System. At its core, poka yoke is extremely simple. Any addition to a process which is included to change the behavior of the person operating the process with the intention of reducing mistakes, can be referred to by the concept poka yoke.

In this article we’ll look at:

  • Where poka yoke came from
  • How to implement poka yoke
  • Successful examples of poka yoke in action

If you want your process to be the very best then you have to think about error prevention!

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14 BPM & Six Sigma Courses You Can Take to Become a Systems Expert

Every business needs optimized processes. We’ve proven that again and again on the Process Street blog.

However, since business process management is taught formally in academies, the available material usually consists of dense technical documents and complex case studies.

When you’re just getting started, it’s easier to absorb information in the form of video than it is to pick through a lengthy paper full of cryptic diagrams.

With that in mind, we decided to collect the best video lectures and interactive courses on everything related to the inner workings of business: scaling, improving consistency, lean operations, Six Sigma, BPMN, process management, and more.

This list has both advanced and introductory courses. So, whether you just want to learn how to improve a process, or you want to dive into the statistical models behind business efficiency, it’s all here.

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The History of Surgical Checklists: How Processes Save Lives

surgical checklists header

We talk a lot about business processes here on Process Street, but today we’re going to do things a little differently. Instead of waxing lyrical about business efficiency, I’m going to show how surgical checklists have evolved over history, and how they continue to save lives today.

From prehistoric humans poking each other with sticks and rocks, to the Ancient Greeks, the discovery of germs and antiseptics, up to modern day medical marvels, surgical procedures make a great case for why documented checklists are vital for continued success.

Not only that, but by looking at how major theoretical and technological breakthroughs have affected surgical checklists, we can better show why documenting and maintaining your processes isn’t as hard as you might think.

Alternatively, if you’re just interested in medical history, stick around for the ride – I’ll be making this interesting for all.

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How to Use The Deming Cycle for Continuous Quality Improvement

deming cycle headerUnderstanding quality and seeking to improve it is arguably the core purpose behind undertaking process improvements.

But where did this philosophy of process improvement come from?

One key person is William Edwards Deming – sometimes referred to as Edward W. Deming. He’s principally a statistician, but one could even call him a philosopher of science.

Deming’s goal was to reapply the scientific method to business processes, and has left us with two main variants of his thinking: PDSA and PDCA.

In this article we’ll outline:

  • What the Deming cycle is, with its history
  • How to apply the Deming cycle to improve your business processes
  • The important distinction between PDSA and PDCA
  • How PDSA is employed in the medical field

Deming’s approach is not just about improving processes, but about improving a whole business.

In a recent meta-study from the British Medical Journal, researchers found only 2 out of 73 studies had applied PDSA in a way which fully met criteria. Commenting:

To progress the development of the science of improvement, a greater understanding of the use of improvement methods, including PDSA, is essential to draw reliable conclusions about their effectiveness.

And that’s why we’re writing this article!

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