In management speak, “silo-busting” is a term used by executives to hammer home the fact that silos can undermine organizational progress. Even though it’s one of those cringe-worthy buzzwords, the reality is a lack of information sharing (or information flow) between groups or team members within a group does inhibit and even reduce productivity. And, with the increased reliance from teams on key cloud and SaaS apps, the importance of synchronizing information between these tools is vital for managers that want to drive efficiency, collaboration, and lower costs.


Myths That Hold Back Progress

Unfortunately, many organizations continue to struggle because they don’t realize there are solutions available that can easily help to create customized cross-SaaS interactions. Or, they understand it’s possible, but think it requires expensive custom development (which means benefits are pushed farther down the road) or that it will require heavy-lifting by their IT department. Neither of which are true with new cloud connecting technologies.


5 Signs Your Teams Aren’t Sharing Information Effectively

  1. Finger Pointing – Are team members dropping the ball in terms of meeting deadlines and then blaming other members of the team for those failures?
  2. Drop In Performance – Is your team’s ability to meet its most important metrics slipping as your business scales? Routine Miscommunication Across
  3. Groups – Do you feel like important groups within your organization are working in silos? Are they communicating important updates in real time?
  4. Inconsistent Data – Data is the key to making sound business decisions. Is the data shared across your organization’s teams and groups up-to-date and accurate, does everyone have a different version of the truth?
  5. Inadequate Resources or Missed Deadlines – There is no excuse for missing deadlines, unless of course your team isn’t armed with the right information and resources to get work done.


A Real Horror Story

 

Let’s look at how challenging it can be for an organization to process a new customer when they don’t connect their disparate applications. Does this sound familiar?:

Joe at Circular Logic Corp. just closed a large customer deal. After the initial celebration, the hard work and spaghetti processes result in frustration and dropped balls, risking losing the customer. Here’s why: Joe works primarily in Salesforce, so he updates the client contact. But, Joe needs to let finance and marketing know so they can start the invoice and on-boarding process. He emails Jill in finance and Dave in marketing. Jill and Dave now have to go back into the contact database to get the specific details (or ask Joe again in email). Jill spins up an account and invoice in QuickBooks, sends it, and has to go back into Salesforce to reflect that action (and probably sends an email to Joe). Jill then notifies Dave that the invoice has been sent (and the contract signed or paid) and he can start pushing on-boarding documentation and schedules a kick-off call for the customer success team. He then goes back into Salesforce and Hubspot to reflect the action, and sends a note to Joe letting him know the customer success team is ready to take the next step.

Just explaining that scenario was exhausting and stressful…


How To Make It Better – Connect your SaaS apps

 

Connecting your SaaS apps and automating processes not only streamlines the communication process, but it also ensures data accuracy and generates a reliable history of key information or actions. When apps talk, teams win, it’s that simple. So, if it’s done right here’s how that process should really look at Circular Logic Corp:

When Joe closes the deal , he updates Salesforce. It then automatically notifies a collaboration tool, for example a Slack channel, letting key cross-team members of the customer on-boarding team know – Jill in Finance and Dave in Marketing. Jill then generates an invoice in QuickBooks, which automatically notifies Hubspot. Hubspot then automatically initiates the “Welcome Package” and creates a Google event for kick-off. No action for Dave, he can stay focused on his other marketing campaign initiatives.

It may sound like fiction, but this is a real transformation story from one of our customers. There’s an assumption that creating these cloud application automations is difficult. And rightly so, since traditional methods require custom coding by IT and app dev teams. That process can be long, painful and costly for organizations. And unfortunately, in many instances the value is too great to ignore, so organizations pushed toward information sharing nirvana at any cost or complexity. But there is an easier, more cost-effective approach.


End the Struggle and Take the Next Step

 

Hundreds of the world’s smartest companies trust Azuqua to connect their key cloud applications, including GE, Dun & Bradstreet, P&G, Charles Schwab and more. How can Azuqua empower you to get it done right? We eliminate the need for custom code with our extensive library (more than 130) of cloud and SaaS application connectors. This enables departments and teams to create custom automations that improve workflow and communication in days, not months. To learn more and see what’s possible, drop by and start a free trial.