Optimize Processes to Improve User Experience
Based on stakeholder feedback, the team optimized a new version of Salesforce. First, it improved user adoption by adding more explanations to the application process, making it easier for authors to apply for support. Then the team decreased the amount of administration required by adding smart forms to the application process, so they went directly into Salesforce. It also implemented a paperless process, so the nonprofit’s advisory committee could view everything digitally. Finally, they optimized integrations with the Conga Composer app and a printer, making it easier to draft letters and contracts and possible to print labels at the push of a button. Once it went live, the new version of Salesforce quickly proved a huge hit with everyone at the Dutch Foundation for Literature.