Picture this: there’s a problem with your Salesforce. As a member of the RevOps team, it’s your responsibility to solve it. And fast. Unfortunately, you now need to manually troubleshoot different areas of your configuration until you find the problem. And then fix it. Not the most efficient use of your time.

The truth is, there are black boxes that exist within every organization’s Salesforce. This creates silos, lack of communication, and ultimately, a lack of a shared reality across RevOps, Sales, Marketing, and Leadership. In many organizations, business processes are not properly documented or are only partially recorded across multiple channels, which makes it difficult to capture a comprehensive picture of the system.

And while Salesforce may hold the solutions to some of these challenges, it is not an inherently visual platform and requires a ton of technical work in order to discover – and explain – where some of these issues may be coming into play.

In this ebook, we’ve dug into a number of ways in which RevOps team members can improve visibility across their new, existing, or future business processes.