When you sign up for a Salesforce license, you are given two module options to choose from – Sales Cloud or Service Cloud. With Service Cloud, the emphasis is on service and cases. Service Cloud is typically used by companies that offer services and/or products. Sales Cloud, on the other hand, lays more emphasis on leads, opportunities, and sales. And even though there is plenty of overlap between both modules, they are still quite different from each other in several aspects. Let’s look at their features individually to understand each module better. Sales Cloud Sales Cloud from Salesforce is designed to help your sales reps sell smarter and faster by centralizing customer information, logging all their interactions with your business, and automating many of the tasks sales reps perform every day. This translates to them spending less time on administrative tasks and more time closing deals. Sales Cloud gives sales managers and business leaders real-time visibility into their team’s activities, with AI-based forecasting tools that empower sales teams with confidence. Features Contact Management Manage all contact-related information on the cloud, uncover valuable insights into your customers’ issues, and collaborate with teams companywide. Salesforce’s social collaboration tools allow you to share insights, documents, and more on every business record and contact.  Access all of the account and contact data you need to keep deals moving, from anywhere, anytime. Opportunity Management View all details of your customer's activity. Know what stage your deal is in, and what you need to do to move ahead. Track all associated activities in real-time and get notifications when action is needed. Send emails simply with best-in-class templates with just a click. Streamline the sales process and quickly create up-to-the-minute quotes with built-in smart quoting capabilities. Lead Management Salesforce lets you track all the information about your leads. Access up-to-date information on leads, see where it came from, access relevant insights and act on them,  and write and track emails from within Salesforce. I have everything you need to convert leads faster. You can also set up automatic lead scoring and routing to ensure leads never fall through the cracks, and that the right sales reps follow up on leads while they’re hot. Reports and Dashboards Salesforce analytics software keeps you updated with customized sales forecasting reports that you can build effortlessly with drag and drop functionality. Track team performance with dashboards and other reporting tools.  The customer analytics software within Salesforce mobile app monitors key business metrics from anywhere. Mobile CRM View meetings, and events, and get account updates on your device. Join calls with a tap, and take notes while on the go.  Track accounts and approve deals while in motion. With dashboards and reports get real-time visibility of sales performance.  Salesforce’s in-built collaboration tools allow you to instantly connect with your team members.  Create and manage conversations from anywhere. Quickly access your files on the cloud, edit, and share with just a few taps. Activity Management Salesforce comes with connectors for Gmail and Outlook so now you can get a complete view of all your customer interactions. Integrate any business process into your preferred email app. Seamlessly sync your email, contacts, and calendars with your Salesforce data across both desktop and mobile. Pipeline and Forecast Management Get a complete view of your pipeline and business. Get real-time visibility into forecasts and make refinements on the fly. Use data insights and predictive AI to drive business decisions based on best practices. Files Sync and Share Collaborate on files across your organization, or externally with customers. Keep a track of files and be notified when a new version is uploaded. And maintain complete control over sharing settings, and segregate users with viewing, editing, and collaboration rights. Unify all your files and content in one place. Process Automation Process Builder provides a user-friendly point-and-click interface to automate business processes. You can create automated email alerts, auto-assign tasks to users as a deal moves through various stages, and more. You can also create custom workflows to guide sales agents through the sales process. Automate approval processes such as deal discounts, travel, and expenses. Salesforce Engage Send targeted messages that drive action. Engage Campaigns gives your sales reps access to a library of approved email templates and guides that they can use to interact with their prospects. You can view the detailed history of your prospects’ engagement with your brand, and track their activity to understand your unique interests. Interactive dashboards allow sales reps to monitor and control the performance of their campaigns. Sales Collaboration Stay on top of critical projects, topics, and teams in an easily accessible social feed. Collaborate on sales opportunities and drive progress from anywhere. Share on a group, view a file, and update any opportunity from your mobile. Territory Management Manage territories effortlessly with hierarchies, assignment rules, or territory assignments. Salesforce allows you to assign a single rule to multiple territories. Use territory roles to help users identify colleagues, collaborators, and other key resources to help close deals. Partner & Channel Management Manage your indirect sales channels with out-of-the-box features that drive partner engagement. Recruit, onboard, train, and support them. Empower partners with the power to be their own marketers. Co-develop effective campaigns and manage marketing budgets. Allow partners to build, track, and analyze marketing campaigns. Share reports and dashboards to help them track key metrics. Service Cloud Service Cloud is built on the Customer 360 platform, putting customers at the center of your business and empowering you to deliver smarter, faster, and personalized service. With Service Cloud, you can automate routine service processes, digitally organize workflows, and transform the agent experience. Service Cloud allows your agents to connect one-to-one with every customer, across multiple channels, and on any device. Features Lightning Service Console Turbo charge agent productivity with the best-in-class agent experience. Empower your agents Provide your agents with a 360- degree view of customers and empower them with all the information they need to serve customers better.   Case Management Resolve cases faster with easy contextual visibility of all cases and a record of every customer interaction on a single, visually rich dashboard. Workflow and Approvals Now you can customize and automate any customer service or approval process with simple drag-and-drop functionality using Workflow. Omni-channel Routing Deliver smarter service by automatically mapping cases to the best-fit agent. Telephony Integration Integrate Salesforce with the most popular CTI systems. Log notes in real time when customers call. And, manage calls from within the Service Cloud console without even needing the phone. Social Customer Service Monitor and respond with agility to customer posts on social media channels and deliver customer delight. Automation with Macros Automate common, repetitive tasks for more efficient resolution of customer issues thereby freeing up your support agents for more critical support tasks which require personal attention. Account and Contact Management Empower your agents with data about past communications with customers right at their fingertips to fast track service requests. Custom Reports and Dashboards Make informed decisions with real-time reports and stunning intuitive dashboards that deliver a 360-degree view of the customer. Asset and Order Management Get a unified view of the customers’ assets, orders, support history, and more, to get a holistic view of their activity. It can be confusing at times, if it comes to choosing between Sales Cloud and Service Cloud, to determine which is best for your organization, especially if you’re new to Salesforce. This is where Girikon, a Gold Certified Salesforce Implementation Partner can help you. Questions? We’ll guide you to the right path Know more about Salesforce products, implementation, pricing, custom apps or anything else. CONTACT AN EXPERT

Salesforce can be transformational. Provided you implement it right.  It has the power to change the way your organization functions, helping you transition to a smarter, efficient, data-driven, and impactful business.Salesforce can be transformational. Provided you implement it right.  It has the power to change the way your organization functions, helping you transition to a smarter, efficient, data-driven, and impactful business. But it‘s common that the same set of hurdles keep popping up repetitively.  Technology based perfection is relatively easier to achieve. An expert team of Salesforce Consultants may execute challenging implementations on time and within budget. But it can become transformational only if it meets the business objectives of the organization.  Assessing the success of a Salesforce powered organization necessitates a holistic approach. The implementation team needs to have a clear understanding of the various forces at play, and prepare themselves for long-term, sustainable success. Here are 6 key Salesforce implementation challenges with tips on how to resolve them for post-implementation success.  Implementation and Adoption Roadmap Lack of clarity of purpose and want of understanding of its impact can lead to a failed implementation of Salesforce. Without expectations being set, organizations tend to implement and adopt Salesforce with inadequate resources and expertise, and often without the buy-in of the right people.  The result is a half-baked system that does not compliment organizational goals and staff needs.   When stakeholders do not agree on the requirements or scope, for lack of time or prioritization, the implementation team eds up confused with a blurred vision of the organization’s goals. Frequent scope changes lead to a faulty implementation with declined productivity. Detailed and meticulous planning will drive 80% of your success. Spend time to freeze requirements before commencing implementation. Get buy in from stakeholders and management. Make a clear implementation roadmap upfront. Align it with the company’s strategic goals. Establish a clear roll-out strategy. Data Migration and Validation Data powers Salesforce. Without the right data, Salesforce cannot deliver what it is designed to. As it is, It’s a challenge for staff to learn a new system and adopt it as part of their regular work routine.  And when data is incomplete or inaccurate couple of things happen.  First, the trust is broken in the system.  Second, when you feed your systems with faulty data, it’s even more challenging to get any valuable data out of it.  And if users aren’t getting valuable information from the system, chances are slim they will be keen to enter it in the first place. A definitive approach is required to work out the data migration strategy with the Salesforce implementation team. User mapping, data security and cleaning up data is a time intensive activity and requires an experienced team. To overcome this data challenge, double-check the integrity of data that you wish to migrate. Clean it up before importing into Salesforce. Use relevant tools wherever possible. Look at data mapping closely to map relevant fields, Engage the team members who know your data well to assist with data migration validation. One of the keys to maintain healthy data is to have smart detection systems, regular clean ups and training. Customization With Salesforce’s endless capabilities, there is a tendency to overdo customization to get maximum features on board. In a manner of speaking, tendency to bite more than you can chew. This only complicates the implementation. Customization without a thorough understanding of your business needs leads to a faulty implementation. To overcome this, adopt an incremental approach. Split the features into basic, essential, and so on, in order of necessity. A phased approach saves costs and ensures the system retains its integrity after each stage of customization and mitigates implementation challenges to a large extent. Use the Lightning App Builder from Salesforce and Apps from the AppExchange to build custom applications, fast. The Salesforce1 platform and Salesforce SDKs facilitate development of mobile apps quickly. Salesforce Canvas allows easy integration of other systems with Salesforce screens. Use Lightning Process Builder to create complex business processes without any need for coding. User Acceptance Testing No implementation is perfect. And despite the best of efforts of implementation teams, errors do creep in. Gaps in communication, bugs, unsuitable tools, and other issues often result in the system not being up to expectations. Testing is the best way to ensure any IT implementation meets its pre-defined goals. Catching bugs early makes it that much easier to fix them. Empower subject matter experts with expertise in your line of business. Encourage them to take up leadership roles in the implementation, and become champions for its smooth roll-out and organization-wide adoption. Document test cases and test plans and execute. Fix the bugs, and retest as and when needed. Simulate use cases and do thorough testing to ensure the code meets the objectives. Conduct sandbox testing to work out the kinks before go-live, mitigating the deployment risks.  Adoption Most often, much of the focus and effort in a Salesforce implementation goes to the technical side of things.  While this is necessary, it might come as a surprise that even after a really good implementation, it can still be a challenge to get your staff to actually use the system!  More often than not, adoption is one of the biggest challenges across all types of businesses. Adopting a new system with the power and flexibility of Salesforce requires a significant level of organizational change.  And it requires some well thought out “change management” planning. It is crucial to have an organizational adoption plan as much as it is to have a technical one.  This includes getting staff and leadership buy-in, communicating clearly about the vision and value of the project, and having a thorough plan for training staff and supporting them as they get trained.   Training Training of staff to use Salesforce is one of the biggest challenges post implementation. What’s the point of investing time, resources and money in implementing a powerful software like Salesforce, if your staff can’t use it to its fullest potential? To master features in salesforce, users should undergo thorough training with your Salesforce Implementation Partner. Focus your training on custom built features or functionalities in your implementation. Without proper training and support even the most trivial issue can become a stumbling block in organization-wide adoption. To overcome this difficulty, the implementation team should distribute documentation about the new features developed and provide hands on classroom training, department wise. The true power of Salesforce is not just about entering or populating data into it.  Equally important is how you pull data out of it.   A Certified Salesforce Consulting Partner will approach your Salesforce implementation with 3 key elements — accurate assessment of expectations, detailed attention to data, and a thorough adoption/training plan, putting you 3 big steps ahead. Questions? Our reps have answers. CONTACT AN EXPERT

Customer-centric experiences are the cornerstone of business, and to be truly customer-centric, you have to know your customers’ preferences and the context in which they engage with your organization. Today’s CRM tools are stacked with features that foster collaboration and accessible data to drive smart decision-making. The right tool should enable companies to target diverse audiences, design intelligent automation based on a prospect’s activity, and proactively manage relationships. The advantages of CRM software are evident: It keeps all historical data in one place, making it easier to manage customer relationships. A CRM software should offer limitless possibilities to organizations to proactively engage teams, collaborate on goals and deliver powerful customer-centric experiences. Salesforce does all that for you, and much more. The Salesforce platform is a framework with amazing capabilities and virtually endless possibilities. It truly has the power and flexibility to do exactly what you want it to do. And on most occasions, effortlessly. It is only normal to be intimidated by the technology and its possibilities offered by the World’s No 1 CRM platform. Hence, it is imperative that you find the right Salesforce Consulting Partner to walk guide you on your stairway to success. Here are a few areas where the best Salesforce Consulting Partner can help you: Improve Business Performance Salesforce CRM is designed with the customer in mind, empowering organizations to break new ground with customers, address concerns, resolve problems, and provide value. Your Salesforce Consulting Partner will help you to put customer success first, and in the process, focus on your own business performance improvement. Improved customer visibility Salesforce provides a user-friendly platform for managing all of your customer-related information, thereby enabling you to prioritize every customer as though it were the only one. By understanding your customers better, you'll be empowered to better forecast their future actions. Superior time management Salesforce combines all of your agents' activities, calendars, schedules and helps make those engagements better serve customers. This means less downtime and significantly lesser deadline-related stress. More efficient sales pipeline Salesforce allows you to track individual prospects effortlessly, including their pain points, their expectations, and any other information that might be useful in working with a potential customer. You will always be able to see exactly where a lead is in your pipeline, as well as know what their next step should be. The end result is improvement in your overall sales.  Enhanced collaboration Having a cloud-based, cross-department platform means that any and every authorized user can work together to ensure customer success. With multi-device access capability, Salesforce allows your teams to access relevant data across departments, communicate efficiently, and collaborate together to provide a seamless customer-centric experience. Better support Salesforce provides excellent support, and with the entire platform based on the cloud, maintenance can be done remotely, avoiding the expensive costs associated with in-person maintenance visits. Increased efficiency and productivity Between automating time-consuming tasks, enabling collaboration, and eliminating the need for micro-management by line managers, Salesforce trims away at unnecessary processes and wasteful effort, setting up a supremely efficient system that will deliver real value to your organization and your customers, consequently driving up organizational productivity. Faster Decision Making  With Salesforce’s powerful data modeling and visualization tools like Einstein Analytics and Lightning, teams can have access to sales and service KPIs. Your Salesforce Implementation Partner can empower you with a deeper insight into market trends and opportunities. Customer analytics can help you blend science with data to make decisions that enable you to stay ahead of the curve. There are way too many features in Salesforce and it's just not possible to list them all. However, with a top Salesforce Consultant, you can maximize the use of its power and flexibility and send your organizational productivity into overdrive. Get a distinct advantage over your competition with the World’s most complete CRM platform. Take advantage of the best security, the most-effective customization options, the highest-quality apps, and the most innovative business solution, all at a cost that will delight you. Looking for more details? Contact our reps to discuss your needs today. CONTACT AN EXPERT

What started out as a Software as a Service (SaaS) has today evolved into a full service stack of software with limitless possibilities. Today, Salesforce offers tailor made platforms for specific verticals, such as Government Cloud, Health Cloud, Commerce Cloud, Financial Services Cloud and Education Cloud. A Salesforce Partner Company is a business that specialises in Salesforce implementations for customers. They provide consulting services to customers using best-practice guidelines, enabling them to adopt and tailor the Salesforce platform to align with their specific business goals. Within the Salesforce Partner eco-system, partners can be classified at Silver, Gold, Platinum and Global Strategic by Salesforce. While this classification is based on a complex scoring system based on several criteria, one of those criteria has to do with the number of certified consultants on its staff. Customers are demanding. They expect more from you. They want to rest assured that you have assigned your best resources for transforming their business. They want to know that they made the right choice when they selected you as their Salesforce Implementation Partner. They want to know that you understand not only the intricacies and capabilities of the Salesforce platform, but also understand how they do business.  This is where the roles of certified consultants becomes very important. Here are some benefits Salesforce Partner Companies derive out of Certified Consultants. Stand Out A certification is a statement to the world that your consultants have some serious Salesforce skills. Certifications inspire confidence in customers and prospects that you are good at what you do. And you know your subject very well. If a customer must choose between 2 companies, and only one of them has certified consultants, well, picking the one with certifications is a no brainer. Stay on the edge of knowledge Having certified consultants shows that you are not happy sitting in a comfort zone. Three times a year, Salesforce releases a new batch of cutting-edge features. If your consultants are certified, you are making a statement of commitment to a constant cycle of learning and growth. It shows that you as an organization want to offer the best possible resources to your customers. Certified Consultants automatically become a part of an intellectual community and leverage A Dynamically Updated, Current Knowledge Base Smarter Efficiency Salesforce certified consultants can be assigned on projects faster, solve problems on the fly, and quickly deploy smart, effective business solutions. As a Salesforce partner, you can inspire confidence in your customers that you can overcome challenges and solve their problems. Lead an effective and productive workforce that deliver results for your customers. Create Opportunities Certified Consultants empower Salesforce Partners to knock on new doors for opportunities with confidence.  Create new growth opportunities beyond boundaries with a team of certified consultants. Commercial benefits Needless to say, Salesforce Certified Consultants get paid more. Customers are willing to shell out that extra dollar, if they know that your best, most experienced and certified consultants are working on their project Conclusion Companies across the world are adopting Salesforce to transform the way to do business. The demand for the world’s No1 CRM platform is growing exponentially. Consequently, so is the need for experts to drive that transformation. Partner companies want to hire consultants who can prove to be an asset for them, and certification certainly helps. Businesses know that with cloud certified experts, they deliver transformational Customer360 experiences. With Girikon, you can get access to a pool of Certified Salesforce Consultants with multi-vertical experience across various Cloud offerings within the Salesforce Cloud bucket. Contact us today to know more about how we can help you.

Fast Track automation and innovation with AI across Salesforce. Salesforce Einstein is your personal data scientist designed to make you smarter and more predictive with Artificial Intelligence to better connect with customers. Einstein delivers powerful visualizations of data, offering predictions for sales teams, predictions of which deals are likely to close, forecast predictions for business and offers recommendations based on customer behaviour. Old data is collected and connected within Salesforce so that all departments can work together seamlessly sharing data to help each other succeed. Einstein for sales can help pursue better leads based on data predictions on who is more likely to convert. Einstein for services allows you to have chatbots answer all of the rudimentary service requests so customer service can focus on higher priority cases. IT can use automated predictions to improve workflows and business processes which thanks to Einstein are so intelligent that they automatically adjust based on incoming data including 3rd party data to better engage with customers. And all of the data is crystal clear with Einstein analytics. So everyone has the visibility and key data insights to grow their business faster than it was ever thought possible. One might ask where does Salesforce Einstein stand compared to other enterprise AI platforms. The differentiator is that Salesforce Einstein is intrinsically integrated into the core product itself allowing companies to apply the AI technology to their business immediately. With Einstein you don’t need additional group of data scientists and extensive resources to go Live with it. Salesforce Einstein has AI built into the CRM to make it as simple to use as possible. Einstein delivers AI to every Salesforce user. It provides the following benefits: Production Ready Einstein is seamlessly integrated into many Salesforce products. To use it, you don’t need to do any data modelling or preparation of data separately. Just put your data into Salesforce and Einstein will use that data to help you become smarter and more predictive about your customers. Data Security Einstein is built on the robust security architecture of the World’s No.1 CRM platform that is trusted by more than 150,000 companies across the world. Cross Functional AI Einstein is available through all options of Salesforce – Sales Cloud, Service Cloud, Marketing Cloud, App Cloud, Analytics Cloud, and Community Cloud. Image Source – salesforce.org Get smarter advice with Salesforce Einstein. Salesforce Einstein uses Artificial Intelligence (AI) that uses predictive grading techniques to recommend the best next steps to meet key financial goals. It smartly automates routine tasks so that you can spend more time with your customers. UNDERSTAND AND ENGAGE Get deep insights into your customers from past interactions. Use these insights to deepen relationships, prioritise opportunities, cases, and campaigns and drive productivity. Image Source – salesforce.org Image Source – salesforce.org INCREASE PRODUCTIVITY Enable your teams to get more done in a shorter period of time with smart case classification, next best actions, and recommendations. Provide swift resolution to their queries or information they seek and automate the best action to take. SCALE CUSTOMER EXPERIENCES Use smart bots to answer common customer questions, thereby enabling your agents to address more complex and urgent cases. Empower your agents with AI that allows them take on tough cases with recommendations, replies and knowledge. Image Source – salesforce.org Here are 3 key features that everyone’s taking about in Einstein: MACHINE LEARNING Get smart predictions about your business and customers. Machine learning uses past data to forecast the future in a literally codeless environment. Einstein Discovery Discover relevant patterns in all your data, whether it lives in Salesforce or outside, and boost productivity. Discover AI insights and recommendations on complex issues. And take action on your discoveries from within Salesforce. Einstein Prediction Builder Predict business outcomes of key parameters. Create custom AI scenarios on any Salesforce object or field with just a few clicks. Einstein Next Best Action Deliver actionable recommendations to employees and customers, right from within your workspace. Define recommendations, build action strategies, predictive models, view recommendations, and initiate automation. NATURAL LANGUAGE PROCESSING Extract contextual meaning from text. Use natural language processing (NLP) to find semantic patterns to answer questions, respond to requests, and identify conversations about you across the web. Einstein Language Understand how customers feel, automate routing of inquiries, and streamline workflows. Build natural language processing capability into your apps to qualify the context in a body of text, irrespective of language. Einstein Bots Build, train, and deploy custom bots effortlessly across digital channels that are connected to your data. Improve business processes, empower employees, and deliver customer delight. COMPUTER VISION Get a complete picture of your products and brand. Computer vision includes visual pattern identification and data processing to track your products and brand, understand text in images, and more. Einstein Vision View the entire conversation about your brand on social media and beyond from within Salesforce. In the end, AI is all about using data to establish patterns, predict outcomes and simplify decision making for customers. With the right Salesforce Consultant, you can leverage Salesforce Einstein to fast track growth and stay ahead of the curve. Discover how a Salesforce Implementation Partner can deliver the power of Einstein for you. Contact our expert today! CONTACT US

Salesforce Financial Services Cloud lets Bankers, Insurers and Advisors build trust by unifying the customer experience to grow their business and deepen customer engagement. Financial services managers can accelerate digital transformation by delivering a personalised service that customers expect. Get a single view of each customer’s activity across channels, geographies, and lines of business, both consumer and commercial. Now everyone across your financial institution, can visualize customer relationships and associated key information in one place, to drive trusted customer interactions. Provide your customers with a consistent and engaging experience across channels. Salesforce Financial Service Cloud makes it easy for your customers to connect with you from anywhere at any time with customizable communities. It allows you to manage goals, cases, policies, and documents in a unified platform to create a single source of truth for your customers. By identifying live events and areas of opportunity to drive contextual action for investments, lending, mortgage, and insurance right out of the box, the Customer360 platform empowers you to build trusted customer relationships for your financial institution.   Deliver experiences that drive client loyalty.   Scale-up your business. Deliver personalized advice from any time, anywhere with smart customer insights and engagement tools. Delight clients at opportune moments by collaborating with them on their financial goals.   Benefit from greater and clearer visibility into existing household opportunities and get a holistic view of all financial assets. Track referrals from Centers of Influence, and transform your client base into a potent referral network. Work smarter and maximize work efficiency   Manage compliance with confidence. Instantly access all of your client data at one central location. Free up time spent on routine administrative tasks and invest more time in fostering client relationships. With a device-friendly custom app, advisors can maximize every hour on the go.   Drive collaboration across the entire organization. Get secure access to client and household profiles and manage compliance. And get instant visibility on client interactions and information shared with them.  Let’s look at some of the core benefits delivered by Salesforce Experience Cloud: Lead Tracking Financial Services Cloud allows you to keep a close watch over leads and referrals. It comes with productivity-enhancing tools and integrated apps that help your teams keep track of all opportunities from generation to conversion. Activity Tracking Financial Services Cloud eliminates communication gaps amongst team members. It automates critical tasks to meet the specific goals which can be auto-assigned to appropriate team members based on their profile. As a business owner, it will give you a bird's eye view of progress. Advisor Analytics Salesforce Financial Services Cloud is powered with the Lighting Dashboard that is designed to assist financial advisors to make smart and informed decisions for their clients, driving growth. Users can effortlessly customize their dashboards to deliver relevant snapshots for assisted decision-making. Unified Data Model With Financial Services Cloud, financial advisors can effortlessly manage their customer's data model, household models, individual data model account, or personal account data model, all on a single unified platform. Turbocharge Customer Care One of the most powerful benefits of Salesforce Experience Cloud is its intuitive customer care. Customers always expect more, including advice, prompt query resolution, open communication, and more. Salesforce Financial Services Cloud allows companies to meet all these expectations. Experience Cloud keeps a track of all of the customer's activities, visualizes customer relationships, streamlines coordination among stakeholders, and delivers complete transparency. Enhance Engagement Salesforce Experience Cloud enriches the engagement amongst all business cycle constituents – customers, advisors, partners, employees. It unlocks new opportunities and augments the whole digital experience. By leveraging the power of AI, Salesforce Experience Cloud delivers reliable and trustworthy analytics, empowering companies to make swift, informed, intelligent decisions. Conclusion Salesforce Financial Services Cloud is a powerful tool for wealth managers, bankers, insurance advisors, and business and IT executives. It empowers them to make faster and smarter decisions thereby driving up productivity. In simple terms, it allows you to stay ahead of the curve. So if you are in the business of financial services, and want to turbocharge your productivity and growth, talk to a Salesforce Consultant today and begin your new journey. Questions? Our reps have answers. CONTACT AN EXPERT

Every customer is unique. And they are demanding too! In general, customers like to know if the experience they are going to have is personalized for them or not. In fact, in a survey conducted by Salesforce across customers, it was found that 86% of them admitted that personalization played a role in their purchasing decisions. But customers aren’t the only ones who prefer customization. Businesses around the world are equally uninterested in consuming products and services that are designed for mass consumption.  They want something that fits seamlessly with their unique processes and is flexible, intuitive, and effective. Salesforce does all this and more. The World’s No1 CRM Platform was designed specifically for configuration and customization. It comes with a plethora of unique features, tools, and resources enabling businesses to create custom apps that are aligned with their business goals and objectives. However, unlocking its true power requires a deep understanding of its customizable nature across different industries. And this is exactly where a competent Salesforce Implementation Partner comes in. With the right Salesforce Consultant and a methodically executed implementation plan, you can send the productivity of your teams into overdrive and unlock the real value of your business. If you can’t trust a CRM platform to meet your unique business needs, then it’s likely you won’t get much use out of it. Salesforce features a totally open eco-system, which means you can extend Salesforce to accomplish any task, with apps for every business need. CRM + UX: The ultimate customer experience Customers aren’t just demanding vanilla products and services anymore; they are seeking an enriching experience. They are demanding convenience and deeper engagement throughout the business lifecycle. With exponential growth in technology-related products, tools, and services, coupled with today’s dynamic and unpredictable context, it is imperative for businesses to live up to these demands and offer their customers the ultimate experience. How your business delivers products and services to your customers is as important as what you deliver.  Salesforce provides you with that elusive combination of power, flexibility, and tools at your fingertips to effortlessly execute code-less customization to suit your needs. So how does one go about customizing Salesforce to align with your business goals? Identify opportunities and bridge gaps An important step before the Salesforce implementation begins is to conduct a thorough assessment of current business processes and identify inadequacies and redundancies. Focus on processes that are a drain on your resources. Identifying gaps and shortcomings early is critical to a successful implementation. This is where the role of a Salesforce Consultant becomes so important. Discuss with your Salesforce Implementation Partner and answer some key questions like -How do you customize Salesforce to enhance adoption? How do you maximize your ROI? How do you reduce the learning curve? Discuss with your Salesforce Implementation Partner to understand which features are most helpful to address these gaps. Add additional functionality into your implementation by using custom codes or extended features, that is more end-user-focused and aligned with your overall goals and objectives. Look beyond standard Salesforce functionality. Customize! It’s a certain way to drive adoption. Businesses must understand that a successful Salesforce implementation is a result of team effort as well as collaboration across departments and stakeholders. The implementation plan needs to be communicated to all concerned teams and all stakeholders need to buy into this new process of doing business. Focus on usability Salesforce has countless features and options, and this can be a deterrent to early adopters. Work with your Salesforce Consultant to configure the software in a way so as to present relevant data and components to optimize your business workflows. Salesforce Lightning (discussed later) can be used for enhancing productivity and drive adoption rates. Automate Automate repetitive tasks. By customizing templates, standardizing workflows, and automating repetitive tasks, you can significantly improve adoption rates. Businesses can now automate faster using something called Flows. You can download configurable prebuilt processes with flow templates and use the flow builder to integrate stand-alone building blocks. Leverage AppExchange Salesforce AppExchange is a great place to find relevant tools and plugins to get you off the blocks quickly. AppExchange is a unified ecosystem that is used for creating and running all of the personalized applications that an organization might need. Whether you are a new user or an existing one, you can discover free, customizable, customer-recommended solutions built by Salesforce developers to help you address common business issues.  Whether it is tracking employee progress, oversight of projects, streamlining repetitive tasks, fast-tracking automation, or kick-starting app building, chances are that you will find a solution to your problem on AppExchange. You can effortlessly customize these tools with an intuitive drag and drop interface and get going. Although it is possible for businesses to build and run their own apps without the Salesforce platform, AppExchange has certain inherent advantages over other potential options: Intuitive interface. You may have a clear understanding of what you want apps to deliver for you. However, on most occasions, knowledge transfer of your goals and vision can create gaps in understanding between your developers and you. Leading to ineffective creation of apps. AppExchange features an intuitive and easy-to-master interface, so that your teams can build and deploy precise apps. This means more effective systems, and as a result, more productivity Short development times. AppExchange provides users with effortless, drag-and-drop elements empowering users to quickly create custom, business-centric apps, potentially in a matter of hours. Multiple development tools. Organizations are no more restricted to a limited choice of development tools. Salesforce brings together three powerful development tools — Force.com, Heroku Enterprise, and Lightning — empowering app developers with the flexibility to choose what they want in order to get the job done. Prebuilt apps. Why re-invent the wheel? It’s likely that what you are seeking to deploy is already there on the AppExchange. You can discover thousands of existing third-party apps in the world’s largest enterprise app marketplace. Customize as you want and deploy in an agile framework. Limitless possibilities. AppExchange is the solution across departmental needs – Marketing, HR, IT, finance, operations, and more. Businesses can build and deploy apps that can scale across a limitless number of devices and users. Scalable Meta Data Driven Platform As your business grows, your CRM needs to adapt right along with it. By using a single code base, Salesforce makes it possible for customers to customize and scale their CRM solutions with tools that work on the meta data layer. Whatever the need, Salesforce provides customizable, configurable solutions, and does so effectively, quickly, and with minimum effort. Conclusion Salesforce is committed to providing businesses of all sizes with the tools they need to empower themselves. Of the many advantages offered by the World’s No 1 CRM platform, perhaps the most valuable are comprehensive solutions, high security standards, customizability, innovation-centric design, and specifically designed apps that allow usability with limitless possibilities. With an ROI on par with the best in the industry, there’s no reason not to give it a try. Looking for Pricing? Contact our reps to discuss your needs today. CONTACT AN EXPERT