543 - Why Process Mapping is Key to Salesforce Implementations with Jessie Mead
Why you should listen
- Learn why mapping out business processes is crucial before implementing technology solutions and how this can lead to more successful projects.
- Discover the importance of speaking the same language as your clients and building long-term, trust-based relationships.
- Get insights into integrating platforms like Rootstock with Salesforce to provide comprehensive solutions tailored to specific industries.
You're handed a potential client lead but quickly realize there's a significant missing step: the right process. In this episode, I sit down with Jessie Mead, co-founder of Cloud Journey Consulting Group. Jessie shares her extensive experience in the Salesforce ecosystem and her journey from the financial sector to becoming a top Salesforce consultant with over 17 certifications. We delve into the importance of getting business processes before implementing technology solutions and how a tool can make a significant difference. Don't miss this insightful conversation on optimizing your business processes for success.
Key Highlights
- Mapping business processes: Jessie and her team use Lucidchart to map out clients' end-to-end business processes during the initial discovery phase. This allows them to understand the client's pain points and requirements before recommending Salesforce or other cloud solutions. Jessie emphasizes the importance of having industry experts on the team to speak the same language as the client.
- Integrating with other cloud platform: In addition to Salesforce, Cloud Journey Group works with other cloud platforms like FinancialForce (now rebranded as Certa) and Rootstock for manufacturing and ERP needs. Jessie's partner, Carl, has expertise in warehouse and supply chain management, which helps the firm deliver more comprehensive solutions.
- Challenges of being a business partner couple: Jessie and her partner Carl are both co-founders of Cloud Journey Group. They discuss the challenges of maintaining a clear separation between their personal and professional relationships, and the importance of communication and setting boundaries to make the partnership work.
- Scaling the business and team: As Cloud Journey Group has grown to 8 full-time employees plus contractors, Jessie recognizes the need to implement more structure and processes to scale the business effectively. This includes defining clearer roles and responsibilities, improving project management, and ensuring the team is properly trained and empowered to take on larger, more complex client engagements.
About Jessie Mead
Jessie Mead has been at the forefront since the early years of the Salesforce platform. Previously serving years as a Marketing Executive in the finance world, Jessie designed and implemented a groundbreaking M&A platform that led to her selection for M&A Advisors 40 under 40. She chose Salesforce as a career, has 17 certifications, and has helped countless businesses succeed with Salesforce. Jessie lives in Dallas. She has a passion for photography and loves to travel at every opportunity.
Resources and Links
- Cloudjourneygroup.com
- Jessie’s LinkedIn profile
- Previous episode: 542 - 7 Profit Drivers for Tech Consultants
- Check out more episodes of The Paul Higgins Show
- Tech Consultant’s Roadmap
- Join our newsletter
- Join the Tech Collective
- Suggested resources
- Find out more about Paul and how he can help you
BONUS: Jessie offers complimentary Salesforce/Certinia architecture reviews if you’d like a health check of your current org! Take advantage of this offer by sending Jessie a LinkedIn message and letting her know that you heard her episode on the podcast.
