💃 Salesforce Professionals - What Do Users REALLY Care About? 🕺

Good morning, Salesforce Nerds! Salespeople all want the same thing.

They want to spend less time in the CRM 😃.

Data entry, task management, status updates, etc are their kryptonite ☠️.

Adding to the list of setting up your users for success, today’s discussion is about Cycle Analysis.

Let’s get to it!

Agenda for today includes

• What Do Users REALLY Care About?

• Daily Principle

• All the Memes

What Do Users REALLY Care About?

Today we will discuss-

💃 Cycle Analysis - What is it? 🕺

💃 Cycle Rate 🕺

💃 Cycle Time 🕺

💃 Putting it Together 🕺

CYCLE ANALYSIS - WHAT IS IT?

Cycle analysis is a powerful tool for quantifying impacts to the business and the users.

It has 2 components-

1. Cycle Rate

2. Cycle Time

You get the best results by combining them, but they can be used independently, as well.

Flexible tools?! 🛠 YES, please 😀!

Cycle analysis is great for measuring the user’s experience of a process. It accounts for the count of times you execute the process, and how long it takes.

Data-driven Salesforce nerds are salivating at this 🤤. You understand that Salesforce is a fantastic application for cycle analysis.

Let’s go deeper, with examples, for each component ⬇️

CYCLE RATE

Cycle rate is the count of times a process is executed over a specific timeline.

Let’s use Lead creation as an example-

A mortgage broker in their downtown office has new leads walking in and calling their cell phone.

They are receiving 40 new leads per day!

In their Salesforce org, the minimum required fields to create a Lead are-

• first name

• last name

• email

• phone

We have our first Cycle Rate data point-

The mortgage broker is creating Leads at a rate of 40 per day. They are entering data into 4 fields for each Lead.

CYCLE TIME

Cycle time is the amount of time it takes to execute a process.

Using the same example as above-

40 new leads per day.

The minimum required fields to create a Lead are-

• first name

• last name

• email

• phone

Each field takes 30 seconds to gather the data and enter it into Salesforce.

We have another data point-

To gather and enter the 4 fields, it takes 2 minutes to create the Lead record.

So, 2 minutes per cycle.

CYCLE RATE + CYCLE TIME

Continuing off of our same example, we have the following data points-

• 40 Leads per day

• 2min per cycle

So, 40 Leads × 2min = 80min per day is spent creating Leads.

You, the Salesforce professional, notice that the broker is filling out most phone numbers with “123-456-7890.” 👀 

You talk with the broker and confirm that they communicate exclusively through email.

If the required fields are reduced from four to three, the cycle time would be reduced by 30 seconds, or 25%.

Cycle time is reduced from 2 minutes to 1.5 minutes.

The cycle rate stays the same at 40 new leads per day.

40 Leads x 1.5min = 60min. That’s a reduction of 20 minutes!

Now, that 20min may not seem like much in an 8 hour workday.

But watch this 👀 

• 20min/day

• 1.5hr/week

• 6hr/month

• 86hrs/year

Let’s add another layer - the broker’s earnings.

• Broker makes $100,000 year

• That’s ~$48/hr

Taking the 86hrs you saved them, multiplied by their hourly rate of $48/hr, you’ve generated $4,128 of time saved!

And what if there are 5 brokers? That’s over $20k you’ve saved your mortgage business 🤩!

Lead creation is obviously a very basic example, but a good way to introduce Cycle Analysis. Try it out in your own org, starting with basic processes, and working your way up to complex processes 🙌 !

Daily Principle

and now....Your Daily Memes