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Key Points to Consider before starting a Salesforce Consulting Business

Managing customer data is one of the most challenging aspects of running a business entity. Owing to the volume and variety of customer data, it has become practically impossible for businesses to manage such humongous data using traditional methods. To remain competitive, organizations are turning to robust and automated CRM systems for managing their customer relationships, as well as their business processes. As a cloud-based CRM system, Salesforce continues to be one of the most widely adopted CRM systems by organizations of different sizes and across different industry verticals. Besides providing a wide array of services, Salesforce offers several unique features, tools, and components that can assist organizations to store, process, and analyze their customer database thereby empowering organizations to provide personalized services to their customers. However, to make the most of this innovative platform, proper implementation and integration with other systems are mandatory. It is important to seek support from an experienced Salesforce partner if the team lacks prior knowledge of handling this platform. Today, as more and more businesses are leveraging Salesforce to manage the different scale of operations, starting a Salesforce consultancy can be a lucrative opportunity especially for those who are well-versed with the Software platform. However, before starting their own Salesforce consulting company, one should follow the undermentioned tips: Find Your Niche Area: It is important to define the market segment that you wish to cater to before beginning your Salesforce consulting business. This will allow you to find your niche area and tailor all your future activities in a particular direction. Moreover, you will also be able to approach your customers with effective communication. Stress on Your Business Processes: Since you will be catering to the service sector of the industry, the most important thing to consider is to take care of the processes while providing services. It is important to ensure that all the processes are in sync with each other. Maintain Healthy Relationship: To ensure positive business growth, it’s extremely important to maintain a healthy customer relationship. It is therefore important to have people in your team who have brilliant interpersonal skills to deal with your clients efficiently. This will not just make your clients stick to your services for the long-term but will also instill faith and help them flourish in the market.

Why Should Financial Service Organizations Leverage Salesforce Marketing Cloud?

The finance industry has metamorphosed from being a slow-moving behemoth comprising of a few influential entities to an extremely dynamic global financial sector in a matter of few decades. Besides benefitting from the internet, mobile, and cloud computing, the financial service industry has immensely benefitted from leading-edge technologies such as Artificial intelligence, RPA (Robotic Process Automation), Blockchain, and Machine Learning. In fact, technology has enabled these organizations to gather rich bands of data, which they can leverage to design ground-breaking products, customize customer experiences, build stronger customer relationships while improving their performance. However, this can only be possible if the data is properly gathered, analyzed, and managed in ways that can yield actionable insights, which can only be possible by using a robust CRM like Salesforce. Among the wide array of cloud services offered by this platform, SFMC (Salesforce marketing cloud) in particular is an ideal solution for financial service organizations looking to boost their sales and revenue. It’s important to get in touch with a certified Salesforce implementation partner if you are looking to implement it within your business ecosystem. Listed below are some compelling reasons that make Salesforce marketing cloud a preferred marketing CRM for several financial organizations: Right Message to the Right Customer at the Right Time: By leveraging CRM solutions like Salesforce marketing cloud, organizations can get a 360-degree view of every customer. This begins with data that can be drawn out from multiple sources and can be tied with certain prospects and customers. Organizations can capture, collect, and amalgamate data through ‘Audience Studio’ which is SFMC’s robust data management platform, which helps in gathering important insights about target customers. This empowers organizations to connect with their customers through the channels preferred by them. Personalized and Automated Marketing: Salesforce marketing cloud offers a complete suite of marketing tools that can be leveraged by organizations to increase the flow of quality prospects, boost conversion of leads while fortifying customer relationships by automating processes. This will allow financial organizations to focus on their core activities, which include creating bespoke and appealing customer experiences, which ultimately results in increased revenue and profits.

Avail MuleSoft Anypoint Platform for a Connected Retail Experience

The retail landscape has become extremely complex and competitive. This is primarily because of the evolving customer requirement, which has changed from having a transactional relationship with retailers to expecting a seamless personalized experience. Apart from this, significant disruption caused as a result of technology, changes in working patterns, and the entry of new players have transformed the way modern retailer conduct their business. To sustain themselves, retailers should adapt themselves to the changes by coming up with an innovative IT model that can help them attain speed, agility, scalability, security, and visibility. The key to success lies in connecting in-store software with online systems, which in turn can help retailers to provide their customers with a great experience. To implement a retail application network, organizations should consider partnering with a MuleSoft Consulting service provider who can provide retailers with the necessary strategy and roadmap. This would help them strengthen their relationship with their customers and generate a steady stream of revenue. API-led connectivity with its proven methodology helps retailers to increase the speed of the IT project delivery while bridging the IT delivery gap. This enables retail organizations to deliver on customer expectations and enjoy competitive differentiation. MuleSoft’s Anypoint Platform can be developed to enable API-led connectivity as it delivers a matchless combination of capabilities that allow retailers to realize their vision, including the following: · Full Life cycle Support: While there are solutions that focus on API management, Anypoint Platform supports complete API lifecycle thereby treating the modern API like a product rather than just a code. · Security by Design: API-led connectivity is known to secure and govern the API. Since, nodes, connections, and API s are registered within the Anypoint platform; it infers that they are secured intrinsically. Apart from this, the Anypoint platform’s policy execution enables governance and security needs to be changed autonomously of the code while increasing agility. · Global Connectivity: Anypoint Platform connects to several sources of data thereby allowing quick implementation of API blocks. The platform allows users to associate any endpoint with application connectors, pre-built generic protocol, and more.

How to Overcome the Challenges that Pop-up While Migrating to Salesforce Lightning?

Are you still using the Salesforce Classic user interface? If yes......it’s time you consider making a shift to the new and advanced version i.e. Salesforce Lightning. Apart from the new features and functionalities, Salesforce Lightning has to its advantage the new roll-outs made by Salesforce from time to time. However, before transitioning from Salesforce classic to the Lightning platform, careful planning should be made to make the migration process smooth and hassle-free. It’s in your best interest to partner with one of the reputed Salesforce Consultants if you wish to ensure hassle-free migration. The key to a smooth migration is to understand what might go wrong and when so that your company may remain prepared to deal with and overcome the challenges that might crop up during migration. Let’s take a look at how: Issues Related to Customization: While Salesforce is known for its adaptability, migrating from a highly customized Salesforce classic to a new platform might be a bit more challenging. This challenge can be dealt with by completely documenting all the modifications made in Classic and figuring out the corresponding solution in the Lightning version and setting up the same for a smooth migration. Declining Performance: Certain issues might crop-up post might migration, which in turn might impact the performance. Apart from this, other issues might crop-up and may impact the user experience. To counter this problem, a Salesforce org health check should be done to find areas that are causing hindrances to the workflow. Function Overload: The Lightning platform has a wide range of customizable features. However, it is important to make the right choice instead of getting confused about what to choose and what to avoid. Going overboard with the tool might cause more disruption than enhancement. The solution is to choose the features that are necessary to streamline processes and keep them running efficiently. Wrong Timing: It doesn’t make sense to make a transition to the Salesforce Lightning platform if your company isn’t ready for it. This would result in work getting delayed and backed-up. Rather than rushing to migrate to the platform, it’s important to be conscious of the timing and choose a time when the impact on other activities will be minimized.

Ensure Successful Salesforce Implementation for Amplifying Productivity

Organization irrespective of their size has a common objective of attaining better returns on their investment along with improved business opportunities. To maximize every department of their business, organizations should have in place an effective CRM, which besides effectively managing customer relationships can streamline processes and maximize the performance of every department such as sales, marketing, and more from a single location. As a cloud-based CRM, Salesforce continues to be a preferred choice of organizations due to the wide array of features and functionalities offered by this platform. By leveraging this amazing platform, organizations will not just be able to exceed their business goals but also be able to sustain themselves in this competitive business landscape. However, implementing robust CRM successfully isn’t easy and requires proper planning along with relevant expertise. This is when organizations should consider partnering with a reputed and experienced Salesforce development company that can help them with the successful implementation of this amazing platform. Listed below are some of the best practices, which if followed can help organizations implement Salesforce successfully within their business ecosystem: · Define Metrics for Success: To ensure success, it is important to set realistic goals. Whether the goals w.r.t Salesforce implementation may be in terms of pipeline management, response time of leads, conversion rates, etc. the goals set be realistic and measurable. Since, the implementation process is a continuous process, each functionality should be rolled out carefully. It’s always better, to begin with, small goals that are easy to track, and ultimately leads to the accomplishment of the final vision. · Allocate Resources: Once the metrics are defined, a proper team should be built and appropriate tasks should be allotted to the resources with the required skills and expertise for the successful execution of the project. · Choosing the Right Approach: Organizations can either opt for a one-shot approach or follow a phased approach while implementing Salesforce. However, both approaches have their own set of pros and cons.

What is the Significance of Choosing the Right Implementation Partner?

Ever since its inception, Salesforce has revolutionized the business landscape. From being a tool for automating and streamlining B2B sales processes to its new avatar of being a full-service, feature-rich cloud-based platform capable of transforming every aspect of a business, Salesforce has come a long way. Salesforce draws its power from the wide array of features, functionalities, versatility, customizability, etc. that flourished around it. In fact, organizations across various industries have leveraged their efficacy to improve different aspects of their business. However, to leverage the full potential of this amazing platform, organizations should either have complete know-how about this platform or should consider getting in touch with a certified and experienced Salesforce implementation partner. Listed below are some of the reasons why partnering with a reliable service provider makes sense: Return on Investment: As a leading CRM, Salesforce offers more value than it costs. However, to quickly recoup the investment, it’s important to ensure successful implementation, configuration, and deployment of this platform. A certified and experienced partner can provide the necessary Salesforce support for a successful rollout. Experience: Though, Salesforce offers tremendous potential, and versatility, its’ true value can be realized only if it is handled by users who are well-acquainted with the system. Getting onboard an experienced implementation partner who has real-time experience in set-up and implementation can help you get the games rolling. Efficiency: By engaging implementation partners, you can increase the effectiveness of your CRM-rollout in numerous areas. So, whether you wish to track your sales funnel, create complete visibility of your inventory, logistic and pricing performance, and manage customer service caseload, Salesforce can be customized to do it all. An experienced implementation partner will help you make the most of this platform by helping you create a system that’s been modified to fit your workflow. With proper configuration and customization, not just your current processes can be rolled into your org but duplicated efforts can be replaced with triggers, workflows, etc., integration between your Salesforce org and other systems while maintaining data transparency. This will free up your team from process drudgery and improve their morale resulting in increased efficiency. Quick Wrap-up:

Take Your Business to the Next-level by Leveraging Smart SMS App

SMS (Short Messaging services) has been creating a lot of buzzes all across the globe due to its high-end usage and several practical applications. In fact, most businesses have made it a preferred mode of communication to engage with their customers and prospects. As one of the most powerful CRM systems, Salesforce has revolutionized the way organizations conduct their business. The robust CRM allows businesses to explore new opportunities to connect with more potential customers while generating higher ROI through their powerful apps. One such powerful app by Salesforce is the Salesforce SMS app that offers immense potential and provides desired outcomes to businesses leveraging them. Built natively on the Salesforce platform, the Smart SMS app can help you reach out to more prospects in a day thereby generating more revenue than ever before. The texting app is intelligent and endowed with smarter capabilities that can empower and save the time of your sales reps. The robust app functions at a lightning speed, which provides users with an amazing experience. Apart from this, Salesforce SMS integration with other apps is possible and allows for the smooth functioning of these apps. This makes this amazing app even more powerful and future-ready. This one-stop texting solution helps your sales reps to send single/ bulk SMS and MMS to their clients, business partners, and prospects to create a bond for long-term benefits. Listed below are some of the significant features of this powerful app that makes it a preferred channel of communication among marketers: Display of Incoming Messages on Home Page: Sales reps can now quickly view incoming responses from customers on the home page of CRM, which would help them view every customer’s response instead of missing out on their messages. SMS scheduler: With this feature, sales reps can schedule the disbursement of SMS es by scheduling the sending of SMS at a desired date and time in the Salesforce org. No manual intervention is required by the sales reps as the SMS gets disbursed at the scheduled date and time automatically. Workflow Configuration: This feature allows workflow configuration to be set-up by the sales reps basis which SMS can be sent to the customers.

Provide Competitive Edge to Your Business Using Field Service Automation

In this era of cut-throat competition, businesses are looking out for new ways to sustain themselves. Entrepreneurs are leveraging technology solutions to optimize their field service operations to provide superior service to their customers. This is where Field service automation software comes into the picture as it can help service providers streamline their field service operations, as well as the productivity of the field service agents. Today, the field service market stands at a whopping 2 billion USD and is continuing to grow due to rising customer expectations. The software solution pairs the right technician with the right job automatically basis the work requirement and the capabilities or skill-set of the technician. Besides helping service agents handle tasks responsibly, the software provides options for accounting, reports, etc. in an easy to handle dashboard. Listed below are some of the significant benefits of using Field Service Automation: Improved Efficiency: One of the main advantages of field service software is that it allows field agents to become more productive by allowing them to send tasks to the field worker directly. Apart from this, the software also provides crucial details regarding service history, contact details, and the tools required. This improves overall efficiency. Resource Utilization: The profitability of a company is determined by how well its resources are being utilized. Proper utilization of resources leads to increased productivity and increased cost- efficiency. Enhanced Customer Satisfaction: Field service automation tools can help service providers to equip their field service agents with necessary and essential customer data required to serve customers in a better way. This drives higher customer satisfaction. Increased Flexibility: When using a service, customers will always look for different options rather than remaining confined to limited options. Adopting FSM software that is compatible with mobile phones allows service providers to manage their work from remote locations. The software supports Windows, Android, and iOS platforms and thus provides a lot of flexibility.