Creating predictable revenue is something that every RevOps team member strives to do. But in order to do so, they must first determine organizational alignment on the end-to-end customer journey. This can be challenging to do within Salesforce as it requires making sure that the business processes have the proper visibility so every stakeholder has the necessary inputs to make strategic decisions.

That’s why Sweep released a new feature that allows users to visualize all of their CRM processes in a single view, across any Salesforce object. This makes it easier to collaborate with stakeholders and improve your business processes. Where you previously had individual funnels separated by objects and record types, you can now arrange these funnels (across objects) to represent your entire end-to-end customer journey.

Here's how it works: Simply click on the new "+" button from the canvas menu, and start visualizing the whole business process and the connections between funnels.

This feature was designed with cross-organizational visibility in mind. In many organizations, business processes are not properly documented or are only partially documented across multiple documents, which makes it challenging to capture a comprehensive picture of the system.

With the new feature, users can create and present a larger view of their business processes, which allows for a better understanding of the business process and facilitates making updates.

By presenting the business process in the right context, RevOps will be enabled to get stakeholders truly engaged in conversations about the business process, ensuring that all parties are aligned on a clear picture of the company's entire revenue flow. This tool can help minimize the time spent in the weeds and allow more time to drive strategic discussions.

RevOps is responsible for generating predictable revenue for the company but in order to do that, they must first map out the customer journey. Then, stakeholders must align on how to bring that customer journey to life within Salesforce. This crucial communication element provides the entire team with a system that delivers reliable data generation, easier identification of revenue leakage vulnerabilities (pre-sale) and potential upsell opportunities (post-sale). Plus, it leads to a much more cohesive and positive customer experience which is, of course, vital to the success of any business.

Here at Sweep, we recognize that RevOps sits at the perfect cross section in a company to drive alignment around the customer journey. Now, with end-to-end process visibility and collaboration, we have enabled RevOps team members to lead this discussion in your own org.

Our hope is that presenting these views to stakeholders across the GTM organization – from marketing to sales to customer success – provides the visibility required to keep everyone in the loop regarding the customer journey and validate that your CRM configuration reflects it exactly.

Ready to give Sweep a try? Book a demo with one of our team members today.