Innovating At The Speed of Your Customer – Iterative Building

Summit Blog Improve CX During Industry Uncertainties

Success in the Fourth Industrial Revolution requires a different mindset and operating model. The key is shifting decision making and operational focus from internal efficiency to external customer engagement.

Business leaders must accept that transformation in the Fourth Industrial Revolution is never over. It is a mode of thinking, working, and operating that enables a company to continuously sense and respond to the emerging and unmet needs of customers, partners, employees, shareholders, and more.

In our sense and respond model the next step is an iterative building methodology. In building a set of respond mechanisms, you focus on a series of quick iterative wins and tests over all-encompassing programs. Summit LLC helps our clients sense, respond, and evolve to meet the needs that are constantly being uncovered.

Don’t stop reading because you think this iterative development process in the Fourth Industrial Revolution is only for technology companies. Summit LLC performs Salesforce innovation projects for higher education, government, transportation, logistics, nonprofit organizations, and more.

Iterative building with Salesforce and Summit could be mapped out like this:

  • Conduct experience-focused research
  • Map the experience
  • Co-create with business and IT stakeholders
  • Design, prototype, and iterate
  • Plan and build a roadmap

Use agile and iterative development approaches coupled with Salesforce to build a first set of experiences. Pilot functionality prior to full-scale rollout. Work with a small enough team to capture data but large enough to generate a full set of potential results from the changes. Ensure pilot criteria is met prior to rollout.

According to Wikipedia, the basic idea behind the iterative method is to develop a system through repeated cycles and in smaller portions at a time, allowing developers to take advantage of what was learned during development of earlier parts or versions of the system. Learning comes both from the development and the use of the system and this is the key to success. At each iteration, design modifications are made and new functional capabilities are added.

At Summit, we look at it this way. Think big but act small. Tackle the whole turkey one bite at a time.

Empower small teams to identify challenges and build a Salesforce prototype to tackle them. Define and build a sample. Bring your idea to life giving end users a taste of what will be and give valuable feedback.

Pilot, test and learn.

Have the call center test a new call flow. Have your service team test a new method of handling customer inquiries. The proof is in the pudding and the folks who deal with the issues daily will know best how to manage and test the prototype. When you have a solid batch of feedback and several rounds of testing it is time to take the prototype to scale and roll it out.

Sometimes a change as simple as adding an automated workflow in Salesforce can be the change you need to get through one iteration of improving your Salesforce experience and be ready to tackle the next.

Having a well-designed, architected, and implemented solution that addresses unmet customer needs as outlined in the first three steps is important, but value generation ultimately depends on people adopting the solution and making it part of the way they work, day in and day out.

Gone are the days of the “if you build it, they will come” mentality. It worked for Kevin Costner, but hey, that was Iowa.

Having tools and mechanisms in place to measure adoption and engage stakeholders in driving ongoing improvements is essential if you want to achieve sustained end-user engagement, and ensure that what’s been built will meet and exceed the evolving needs of your customers.

Consider taking the following steps to measure progress, gather insights, and apply learnings to optimize solution value:

  • Measure what matters
  • Empower leaders
  • Engage end users
  • Close the feedback loop

Now let’s work together to roll out each iteration and measure our success. In the next article we will look at measuring and scaling results.

Ready to Chat?

Get a jumpstart by connecting with one of Summit's Salesforce Certified Experts today.

"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Mike and his team were extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Mike and his team at Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to Mike’s credit for imparting his wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Mike Leibrand has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Mike has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. He is timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Mike and his team at Summit Tech made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit Tech, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). Mike is a pro, from his accessibility and communication to industry knowledge and attitude, he never said 'no' to a request. When we encountered hiccups along the way he took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Mike and his team.

Name(Required)