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text 2020-05-08 14:41
How Can You Leverage Salesforce Service Cloud to Transform Your Customer Service Experience?

According to a survey report shared by the State of the Connected Customer, about 84% of the customers expect personalized treatment rather than being treated as a number

 

In fact, by keeping customer need at the helm of every interaction that you have with them, you manage to earn their trust, build lasting relationships, and provide your organization a competitive edge that’s second to none. So, how do you balance the need of every customer to be treated as an individual that, too, while scaling up the speed and efficiency of your service agents? 

 

Though transforming your customer service experience by delivering efficient and highly-personalized services isn’t easy, the need of the hour is to invest in a solution that can help you provide superior customer service that, too, while helping you stay relevant. Salesforce service cloud enables organizations to place customers at the heart of everything and deliver a personalized experience across every channel i.e., phone, email messaging, chat, etc. As a business looking to scale-up your customer service team, it’s prudent to get in touch with an experienced Salesforce consultant who can help you make the most of this innovative solution. 

 

Let’s understand how Salesforce Service Cloud can transform customer experience:

 

  • Maximize Agent Productivity: With Service Cloud, agents can maximize their productivity as the service cloud offers secure management options such as web-based application knowledge base, etc. providing them the flexibility to work from anywhere. With enhanced productivity, overhead costs of agents are reduced.
  • Transforms Customer experience: Organizations can improve customer relations as the service cloud allows organizations to connect one to one with their customers through live agents. This enhances customer loyalty, retention, and satisfaction leading to repeat business and an increase in LTV (Lifetime Value).
  • Security: With the service cloud platform, data integrity is maintained as it offers a multi-layered approach to protect confidential data of your organization.
  • Case Tracking: Service cloud helps in case tracking, which helps in faster resolution of cases. With this, the day to day activities of a person is properly managed, which also results in the manual reduction of errors. 

 

Conclusion:

In a nutshell, we can say that organizations can realize improved operational processes by leveraging the Salesforce service cloud, leading to better customer experience. So, irrespective of whether you are in the B2B or B2C domain, if your company truly cares about your customers, then is you should opt for Salesforce Service Cloud. Once you have made up your mind in implementing Salesforce service cloud, you should consider getting in touch with a reliable Salesforce implementation partner

 

 

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text 2020-04-17 13:35
Why Should You Consider Investing in Salesforce Integration?

As the world’s best CRM platform, Salesforce enjoys a good adoption rate by businesses of all sizes and across all industries. In fact, it is an excellent tool that has helped organizations meet their business objectives, provided it is correctly implemented and configured. But have you ever thought of making it better or draw more value out of it? If yes, then how can you do that, and is there a need to do that?

 

Besides some in-built tools and functionalities that can help resolve various aspects of a business, Salesforce offers unlimited scope, which organizations can tap into by integrating Salesforce with other apps, which they might be already using. This is where Salesforce integration service comes into the picture. Besides helping integrate Salesforce with other systems and apps, these services help in the smooth functioning of every aspect of your organization while preparing it to deal with future challenges. You must consider partnering with a Salesforce Consulting partner to ensure the successful integration of Salesforce with other apps and systems.

 

Listed below are five such benefits you get to avail with Salesforce integration services:

 

Automate Workflows: Since, Salesforce can be integrated with an array of systems, the workflows of these systems can get automated without any additional cost.

 

Improved Data Access and Reporting: As systems get integrated, businesses have access to data from these systems. This data can be analyzed to provide meaningful insights through reports and dashboards. This will help them make better business decisions and take necessary action.

 

Saves Time: Since integration allows employees to have access to multiple systems from a single system, they can efficiently perform their tasks by continuing to remain logged into one system. Since they don’t have to snap between systems; they manage to save much time while being more efficient and productive.  

 

Conclusion:

Since integration projects are complex; it’s important to have by your side, an experienced Salesforce integration partner who has experience and knowledge of handling different types of set-ups. Besides having know-how related to risks and challenges involved in the project, they have the acumen to create a strategic plan of action to handle the project within limited time and budget. Finally, a reliable partner will provide you with continual Salesforce support, which will help you, create a robust system that can prepare your organization to handle the challenges, as well as the opportunities that the future holds in store. 

 

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text 2020-04-15 13:22
5 Salesforce Consulting Services which Businesses Should be Acquainted With

Salesforce – an extremely robust and innovative CRM platform has become the go-to platform for a wide array of businesses. Over the years, Salesforce has evolved from being a meager CRM to a complete platform that can address different aspects of a business, including Sales, Marketing, customer service, and more. Offering endless possibilities, the platform, if leveraged correctly, can make a significant difference to an organization's bottom line.

 

However, utilizing Salesforce isn’t easy and requires a certain level of expertise. It’s prudent to partner with a company that offers Salesforce consulting services so that you draw maximum value out of this innovative platform. Let’s take a quick look at the services, which your business might benefit from:

 

New Implementation: If you are switching from a different CRM to Salesforce, many activities need to be accomplished to ensure a smooth transition. Besides transitioning data from old CRM to Salesforce, new implementation requires configuration, custom development, and testing. The new implementation may also include several clouds such as Sales cloud, service cloud, marketing cloud, community cloud, and eCommerce cloud. While it can be tempting to take a big bang approach, it's recommended to take a phased approach when it comes to platform adoption and rolling out of Salesforce clouds. 

 

Salesforce Classic to Lightning Migration: If you are preparing to upgrade your user interface from Salesforce Classic to Lightning, it’s important to remember that it requires research, planning, and testing, which might not be possible without adequate time or expertise. This is where the need for a reliable Salesforce consultant arises as he/ she knows the steps to be undertaken for a successful migration.

 

Data Migration: Migrating data from one system to the other requires attention to detail and the assurance it will be accomplished smoothly. It is indeed an opportunity to indulge in data cleaning, de-duplication, and standardization, especially when it involves migration of a huge volume of data. Since data quality and data integrity plays a significant role during migration, it’s essential to partner with a consultant that can provide the necessary planning, technical assessment, recommendation along with ongoing support and maintenance when migration requires few fixes.

 

Development of Mobile Apps: Salesforce allows the development of mobile apps as it allows customization of the platform through custom coding and configuration. It also enables the development of custom mobile apps using Heroku and mobile SDK, thus bringing together multiple sources of data into a single app. A right partner can help businesses create the right mobile strategy, which also includes choosing whether to go for the development of native apps or HTML based apps. 

 

Business Intelligence: Data analysis is an important part of utilizing all the data present in Salesforce. Through business intelligence, valuable insights can be drawn out, which impacts decision making, save costs, and identify areas of improvement. With a reliable Salesforce implementation partner by your side, you can efficiently and easily evaluate data and plan the next move for your company.

 

Conclusion: 

 

Whether you’re looking to make a full migration to Salesforce, make enhancements, or merge instances, utilizing Salesforce isn’t easy. With a reliable partner by your side, you can smoothly navigate the challenges that might arise in your Salesforce journey. 

 

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text 2020-04-10 10:41
4 Essential Traits to Look for Before Hiring a Salesforce Administration

As a business looking to streamline their processes and ensure operational efficiency, you surely must be aware of the robust and cloud-based CRM Salesforce and the benefits offered by it. So, if you have made up your mind to implement Salesforce within your business ecosystem, it makes sense to engage the services of a Salesforce Admin who can help businesses realize the benefits of this amazing platform. 

 

Right from pushing the entire implementation process, providing training to your employees to managing your Salesforce Org, a Salesforce Admin is an important member of your team. Consequently, it’s essential to be selective before hiring one for your company. Listed below are some traits, which you must look for in your Salesforce Admin:

 

Business Knowledge: A competent Salesforce admin should know your business, as well as the sales process. Since he/ she is responsible for ensuring smooth CRM implementation, they will require knowing how your sales funnel work, and the pain points your Salesforce solution will address. In other words, they are the ones who would provide you with real direction during your salesforce journey.

 

Empowered and Self-motivated: A Salesforce admin should be self-motivated and be equally passionate about your accomplishment as you are. Besides being endowed with the responsibility of ensuring the success of every member in your team, he/ she is also responsible for communicating concerns raised within the organization while providing appropriate solutions. Apart from user adoption and data management, a competent admin always looks for ways to enhance the system by researching new features.

 

Excellent Communicator: Since, your admin is responsible for building relationships between customers, users, vendors, employees, and management, your admin should have strong communication skills. It is necessary to have someone who can articulate and communicate the most complex concepts and instructions in an easy to understand way. 

 

Process Oriented: Managing the implementation process isn’t easy and requires someone who is either process-oriented or has project management experience. He/ she should be able to break down complex processes in a way that makes it easy for others to understand the system. Apart from this, they can quickly analyze problems and identify solutions. 

 

Conclusion: 

 

If you are looking to accelerate sales and improve efficiency, it’s in the best interest of your organization to engage the services of a reliable Salesforce administrator who can champion the implementation process and drive Salesforce success. In fact, every reputed Salesforce consulting companies has a Salesforce administrator as a part of their team. 

 

 

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text 2020-03-24 09:33
4 Ways Businesses Could Leverage Salesforce for Successful Email Marketing Campaign 

As a marketer, it shouldn’t come as a surprise that email marketing continues to generate the highest ROI among all the marketing channels available. Despite the presence of several digital marketing tools, a well-written sales email remains one of the most effective avenues to business success. Though, email marketing continues to be one of the most sound marketing-investment channels; the challenge lies in using it effectively.  

 

So, what does it take to get started with effective email marketing campaigns and ensure its success? By leveraging the ‘Marketing Cloud’ platform by Salesforce, business enterprises can achieve appropriate results that, too, within a small period.  

 

How to Ensure Successful Marketing Campaign Using Salesforce?  

 

Email marketing with Salesforce is one of the most potent ways to connect with existing and prospective clients. However, creating a successful email campaign isn’t easy. It’s prudent to seek advice from a reliableSalesforce consultant to achieve incredible results. Listed below are factors that businesses require considering while creating an email campaign in Salesforce Marketing Cloud. 

 

Managing Your Campaign: The Salesforce Marketing Cloudplatform offers several innovative features, including ‘campaigns’ that can be leveraged to plan, coordinate, and measure every campaign that, too, in real-time. The feature also allows the addition of multiple emails, allowing businesses to track their progress. However, before creating a campaign in Salesforce, it’s essential to develop a campaign description. This helps in keeping track of the objective of the organization. Apart from this, it’s crucial to create a campaign code and tags to ensure easy identification and categorization of every campaign.  

 

Data Segmentation: Data segmentation allows businesses to send promotional emails to only those customers who have signed for it and are relevant to their interests. The data filter feature present within the Salesforce marketing cloud allows organizations to segregate customer lists by using subscription features that can be defined by your organization. 

 

Personalization: The data segmentation feature allows for campaign personalization. Two types of personalized content that can be created in the marketing cloud include personalization of strings (subscriber information) and dynamic content (content displayed basis rules defined by you). 

 

Email Templates: The design of your email campaign is equally important as the content. In fact the design should be able to instigate confidence in the minds of your customers. This is easy with Salesforce marketing cloud as it offers a plethora of professional and attention-grabbing email-templates, which are mobile responsive. This leaves busy marketing teams with the opportunity to create exciting content rather than wasting time on building email templates from scratch.  

 

Conclusion:  

Salesforce offers an array full of features, and if you wish to use it to your advantage, it makes sense to partner with a Salesforce implementation partner. With an experienced partner by your side, you deliver email campaigns, which will help your organization get noticed.  

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