Question Page

How do you balance the need for tool customization with maintaining system integrity and performance?

Bridget Hudacs
Knowledge Vortex Salesforce Functional AnalystJuly 17

I constantly look at the ROI and/or impacts of outcomes, and discuss those with the key stakeholders before moving forward with customization.

What I have found is that people often present solutions without fully understanding the solution's impact on the rest of the tech stack/other users. When you discuss next steps in a positive way, you can get to the problem that they're trying to solve and find a better way to solve it.

For example:

"I got your request to do a real-time refresh of XYZ data. Because of the amount of data that we have, a real-time refresh would drastically slow down the system and make it difficult for your team to do their day-to-day work. Can you walk me through the challenges that you're having with the current data? I want to understand because I'm sure there's a way we can address those challenges and get you what you need."

It's also key to make sure that your stakeholders know that you are their partner. You want to help them solve their challenges and make it easier for them to be successful in their jobs, and you demonstrate this on a regular basis.

646 Views
Top Revenue Operations Mentors
Tyler Will
Tyler Will
Intercom VP, Sales Operations
Dhwani Dalal
Dhwani Dalal
DocuSign Director, Sales Strategy & Operations
Mollie Bodensteiner
Mollie Bodensteiner
Engine VP of Revenue Operations
Zeina Marcotte
Zeina Marcotte
LinkedIn Director Sales Strategy and Operations, North America, LTS
Kelley Jarrett
Kelley Jarrett
ThoughtSpot SVP, Revenue Strategy, Operations and Enablement
Kenny Hsu
Kenny Hsu
AuditBoard SVP, Growth and Revenue Operations
Ken Liu
Ken Liu
Databricks Director - Sales Strategy & Operations
Sowmya Srinivasan
Sowmya Srinivasan
HubSpot Vice President of Revenue Operations
Kayvan Kayvan Dastgheib-Beheshti
Kayvan Kayvan Dastgheib-Beheshti
Tegus Global Head of Revenue Strategy & Operations
Akira Mamizuka
Akira Mamizuka
LinkedIn Vice President of Global Sales Operations, SaaS