Salesforce is a cloud-based CRM (Customer Relationship Management) software. It offers which offers great products in almost every field such as Sales, Support, Marketing, etc., and aids all kind of businesses (big or small) in their day to day activities.
Girikon’s Girikon’s Salesforce Consulting Services Team member Nirupuma Shree discusses some of the key features of Salesforce which have aided business’ in their everyday activities:
In the Salesforce, the sales rep can record the contact details and then track their progress against a company (Account) which is linked and opportunities they are tagged. The tracking is seamless and with teeny-weeny human effort.
As Salesforce is a cloud-based CRM, it gives freedom to the user to add or edit contact’s information anywhere and at any point of time and the users will have the updated contact details available to them instantly.
By integrating Social CRM with Salesforce CRM, the sales rep can also view and examine the conversation (with salespeople) that contacts are having on social networks.
Opportunity Pipeline Management-
With Salesforce Opportunity Management, the sales rep can focus more on closing a deal. Track minute details on the opportunity detail page without missing out on any of it. The sales rep can track the products tagged to an opportunity and its price, quantity and product type
The user can set up payment terms, special instructions or any other details. The user can generate quotes & contracts automatically by setting up workflows and on the selected templates.
Analytics and Forecasting-
With the help of Einstein Analytics, the sales rep can view business data at a glance. Salesforce offers customizable dashboards and reporting tools which provide key performance data and much more to boost sales.
Through Salesforce Forecasting, the sales rep can get an expected sales revenue based on the roll-up of a set of opportunities.
Salesforce Marketing Campaigns can benefit the users in several ways like assisting in setting up Google AdWords, sending campaigns across multiple channels and getting leads to the CRM from the campaigns sent.
Let us also discuss some of the key benefits which sales rep receive by using Salesforce CRM:
Integrations with the 3rd Party Applications-
The user has the liberty to install Salesforce apps such as the Smart SMS from Girikon into the Salesforce Org without the need of programming. Most of the applications have some basic steps for installation which helps in installation.
The Sales rep can access their data, records anytime and anywhere on Salesforce CRM, thanks to its mobile app. It is a perfect tool for users who want to get connected to their sales members and to the sales rep who wants to get updated with the progress of their opportunities.
Setting up Activities-
Salesforce offers a wide range of features which can be used by the Sales Managers to keep things moving. They can create a task or tasks and assign to their team members, send mail to the client from the record detail page.
With this, I am ending today’s article on Salesforce CRM – Key Features & Benefits. Apart from the above-mentioned features & benefits, there are abundant of features which help sales reps to close deals. If you have any query related to this article or want to know more about Salesforce CRM or if you require Salesforce Consulting Services, then do contact us at email@example.com
Girikon a Silver Salesforce Consulting Partner has a collaborative approach to assist with the development of a pragmatic roadmap Salesforce Adoption. Girikon’s clearly defined Roadmap, Strategy and Change Management methods will bring you success and ensures a positive engagement with leads, prospects and customers. This can be extended to an organization’s employees and ensures the transformation is adopted by all in your business. Girikon’s Salesforce Consulting Services apply best of breed methodologies which will assist you to fine-tune your business processes to meet your objectives.
Girikon will not be matched in Salesforce Consulting Expertise and have proven experience in implementing Salesforce solutions across all industries.
If you are looking for Salesforce Development Services Girikon will translate your requirements into real business outcomes and real solutions which will push the boundaries of the possible to positive outcomes.
The success of any software implementation depends on the user adoption rate. In any organization, a new system is implemented for the betterment of its employees as the new system eliminate some or all redundant process, manual efforts.
Well, it is not necessary that the newly implemented system does the above-mentioned work. In short, it helps in boosting the employees’ efficiency.
The same goes for Salesforce Implementation . If your employees’ are not used to Salesforce environment, then it will be quite difficult for the users to adopt the system and work on it on the daily basis.
“There are innumerable reasons determining why users are not adopting a new system. In the below segment we will be discussing those factors and solution for solving them and getting more and more users onboard.
Training Sessions for the End Users:
It is important to provide full-fledged training, especially to the immediate end users before switching to a new Salesforce solution. Video, tutorial, live demo, webinars on UAT Mode proves to be quite beneficial and helps a lot in adapting.
One can also provide customized training for different users depending on their permission, groups. When the employees attend the training, they share their doubts, feedback about the solution which in turn helps in making the solution even better for the employees.
Prepare the End-users:
It is important to keep your users notified that a new system will be introduced to them for their daily work. You can do this 1 month or 15 days prior to the implementation depending upon the system.
You can start with pamphlets, newsletters, etc., and as the implementation day approaches you can organize one to one training so that user adoption is smooth and the user will also not find that hard to settle with the new system.
User Manual for the users:
It is a good practice to provide User Documentation of newly developed system so that the end users can refer that document whenever they get stuck. User manual with system images gives more clarity and helps the end users to find the solution easily.
Realize your users the need of new system:
It is vital to explain the need for introducing a new Salesforce solution to the end users and what benefit can one achieve from the new solution so that the adoption is less complex.
Implement the new system in sync with the existing business flow so that the users can understand it and find it not hard to adapt it.
Provide support to the end users after implementation:
After the implementation, provide hands-on training to the users and resolve all the queries asked by the users. Sometime, a user may get confused by seeing new user interface may end up asking minor questions. All you have to do is be patient and answer all the questions asked and show them how to achieve it.
That’s all for this article, in case you need a Salesforce Consultant , Salesforce Implementation Partner or Salesforce Development Services then please feel free to reach out to us at firstname.lastname@example.org
Girikon is a one-stop destination for Salesforce Development related work having its offices in USA, Australia and India
Salesforce Einstien is Salesforce CRM infused with artificial intelligence to provide better insight about the data to the marketing and sales departments.
Salesforce Einstein is backed with Deep Learning, predictive analytics, natural language processing, Machine Learning, and smart data discovery.
Each version of Einstein is customized as per the customer. The model learns by its own and behaves as per every interaction and data.
Image Courtesy: Trailhead
Einstein Voice was introduced at Dreamforce ’18 event. Einstein Voice consists of two products- Einstein Voice Assistant and Einstein Voice Bots.
Einstein Voice Assistant will enable the sales rep to verbally log (record) the meeting notes, updates about the meeting, any fresh idea or new lead into the Salesforce mobile app.
Now each time a sales rep gets any new data or need to update anything related to their associated records in the Salesforce then instead of texting or manually updating the information, he can just use Einstein Voice Assistant to update the record or log new piece of information.
Image Courtesy: Trailhead
On the other hand, Einstein Voice Bot allows the customers to build their own voice-activated assistant and customize for their company.
Clearly, Einstein Voice will change the data entry game forever and allow the sales resp to capture more leads and close them on time leading to more business for their company. These voice bots can be used on Google Home, Alexa devices and other voice platforms as well.
Normally a sales rep’s day starts mail checking, putting reminders of things which needs to be achieved through the day, upcoming meetings. Now with Salesforce Einstein Voice, a sales rep can start the day with voice-activated details about upcoming meetings and tasks with the help of smart speakers or phone’s speaker.
A sales rep can record notes in the Salesforce mobile app by talking to their mobile device while driving or on the go. Einstein Voice with the help of AI can also automatically analyze the captured notes and relate the keywords like name, company name to the associated records like opportunities, accounts, contacts.
After relating to the associated records, it will also suggest follow-up tasks linked with the new updates so that the sales rep can close the deal.
Image Courtesy: Trailhead
Apart from capturing meeting notes, Einstein can open and review any Salesforce dashboard and display reports. It can also share meeting knowledge with the participants of the meeting.
Let’s hope that Einstein Voice helps in improving customer services and taking it to the next level. Here at Girikon, we have worked with Salesforce Einstein and delivered several projects successfully. In case you need any assistance in the Salesforce Implementation or Salesforce Einstein then please feel free to reach out to us at email@example.com
You can also Check Salesforce Consulting Services
In the early 90s and 2000s, customer service was about face to face communication, emails, and telephone contact. After the arrival of the Internet of Things (IoT), the face of customer service changed for good.
Let’s get into the nitty-gritty detail to know what Internet of Things (IoT) is. Internet of Things (IoT) is the network of physical devices, vehicles, home appliances, and other software items which are connected to the internet and enables these devices to connect, collect and behave as per the surrounding environments using embedded sensors, processors and communication hardware.
With the evolution of CRM, smartphones and cloud-based application Internet of Things is growing and becoming stronger day by day.
Haven’t we all imagined a smart home where lights are turned on automatically as you enter home. At morning when you get up, your favorite music starts and an automatic kitchen where the coffee pot starts brewing when you come out of the washroom.
The above things seemed like a science fantasy movie a few years back but thanks to the Internet of Things (IoT), now these all are possible. All the home appliances, smart devices are connected and communicate with each other which makes this wonder happen.
If the Internet of Things (IoT) add magic into your day to day life then just imagine the benefits it will bring into the customer service sector. According to a report of Gartner, 8.4 billion connected things will be in use worldwide in 2017, up 31 percent from 2016, and will reach 20.4 billion by 2020.
IoT also makes machine smart. Smart products can identify faults, communicate with the technical support and initiate actions to resolve them. All this happens before your customer is even aware of the issue.
With the help of Salesforce IoT, your support team can easily track the actual usage and new opportunities emerge from that data. Before that, you have to find out useful IoT data for your business. Now with the help of Salesforce IoT, you can actually create program based on your own idea with minimal coding in the Lightning Platform.
After implementing IoT for your business, it is really important to organize and manage volumes of data. A small volume of data can be managed easily but if you have a large volume of data we have another solution called Einstein.
Einstein will assist you with data on how to manage it and based on the activities and trends. For example, it will assign data to the team to solve an issue, flag them as per the requirement.
That’s all folks for today. That’s all for this article, in case you require Salesforce Implementation Partners or Salesforce IoT expert, then please feel free to reach out to us at firstname.lastname@example.org
A lot of business users work on the Salesforce CRM. If you are a Salesforce admin then it is important to create a system which eases the process of adding leads, working on the opportunity, creating reports, etc. Small factors, proper display of primary fields which needs attention if taken care can lead to a smooth & glitch-free system.
Let us start this blog by defining the meaning of a Salesforce Trailblazer. A trailblazer is a person who is not afraid of learning new things, does innovative work and most importantly, a person who builds a better world for others.
Who is a Salesforce Consultant?
A Salesforce Consultant is a knowledgeable, experienced person who helps in utilizing your CRM qualities to the fullest which will benefit your business.
Finding a suitable Salesforce Consultant who can be fit for your business is never an easy task. You need to have confidence in their Salesforce experience, knowledge, problem-solving abilities.