Setup and Run Operations in Salesforce
Ops Framework is a template for running all your Operations out of a custom object in Salesforce.
This free package gives you a new, preconfigured Custom Object called "Workflow". Workflows are records that operations teams can use for tracking work, much like sales teams use Opportunities.
Ops Framework supports all sorts of operational workflows, including:
- Project Management
- Order Fulfillment
- Internal Requests
- Contract Renewals
- Compliance Processes
Managing Operations effectively is quite different than managing a sales team, where often casting a wide net is a great strategy. Operations succeeds through prioritization and focus.
Ops Framework gives you many of the features you’ll need to do so, built right in. New work sitting in ‘Needs Resourcing’ automatically shows you the schedule of upcoming work for your team, as well as who is and isn’t overloaded at the moment. As work progresses through being Requested, Scheduled, Started, and ultimately Completed, Ops Framework will automatically timestamp your progress.
Additionally, right out of the box you’ll be able to connect your team’s Projects, Onboardings, Fullfillment, etc to all sorts of other context in Salesforce, including:
Lastly, we’ve got off the shelf integration templates for syncing Ops Framework with your favorite Operations tools:
Download Ops Framework for free today.