CRM Modernization

The business landscape has become typically hostile and to sustain in this competitive environment, businesses must implement a robust CRM system that stays agile and relevant. Today, almost every business irrespective of their size and domain has realized the significance of implementing a robust system like Salesforce. While Salesforce promises optimal processes, improved efficiency and better business outcomes, it’s crucial to consider the edition, which organizations have stuck to. So, if your organization is still using the classic version of Salesforce, it’s time for Salesforce Lightning Migration. There are several key differences between Salesforce Classic and Lightning Experience that make adoption essential for businesses aiming to stay competitive Boost Business Efficiency with Salesforce Classic to Lightning Migration Salesforce Lightning – representing the next generation of Salesforce signifies a gradual shift as to how organizations connect with the platform. This smart and outcome-driven platform offers an intuitive interface that is designed to help teams function more effectively, ensure informed and faster decision-making along with improved scalability. With the Salesforce Lightning Experience offering AI-driven features, automation tools, and augmented analytics—the shift is no longer discretionary. It has become a strategic imperative. This article throws light on Salesforce Classic to Lightning migration along with a step-by-step approach. Why Shifting to Salesforce Lightning Experience Matters? User Experience Salesforce Lightning offers an intuitive interface with active components, tailor-made pages, and quicker navigation. It shows detailed data in a single view, reducing the need to toggle across multiple screens while aiding users work more efficiently. Built-in Tools Lightning includes native features such as Path, Kanban views, Workspace tabs and more. This enables teams to manage work efficiently without relying on third-party tools. Advanced AI With access to powerful capabilities such as Einstein AI, AI-driven insights and more, Lightning also offers features that aren’t a part of the Salesforce Classic edition and are crucial for intelligent automation. Future Readiness The product roadmap of Salesforce is Lightning-first. This means new features, security developments, and innovations are being built solely for the Lightning Experience. This confirms organizations remain secure, scalable and prepared for future developments. Step-by-step Guide to Ensure Successful Migration from Classic to Lightning Experience Step 1: Assess Your Current Salesforce Classic Environment For a successful transition, a thorough assessment of your existing Classic setup is required. Start by assessing patterns to comprehend which teams depend on Classic, how often they access the platform, and which objects and features they utilize most. This insight helps focus on migration efforts, recognize high-impact areas, and ensure a seamless and targeted shift to Lightning. Some Salesforce Classic components might not be well-suited with Lightning and will require to be restructured using Lightning Web Components or substituted with usual Lightning functionality. Review your AppExchange applications to ensure they enable Lightning Experience. While most modern apps are Lightning-ready, outdated solutions may need upgrades, replacement or reconfiguration to ensure compatibility and performance. Step 2: Lightning Readiness Check Salesforce offers in-built Lightning Readiness Check that serves as a crucial diagnostic point for businesses planning the migration from Classic. The Readiness Check assesses the compatibility of the existing features of the Lightning identifies supported objects and workflows, highlights risk of user adoption, and assesses overall business impact. By running the Readiness Check from Salesforce Setup, teams get visibility into what will work and what requires redress, and what might not function as anticipated in Lightning. This insight helps businesses avoid amazement while building a realistic and informed transition roadmap. Step 3: Define Your Transition Strategy Defining a clear strategy for transition is crucial, as there is no standard approach to migration. The right strategy relies on several factors including but not limited to business complexity, user engagement, and the extent of customization. Common approaches include a phased rollout, department-based shift, and a complete switch, which is suitable for small organizations with minimal needs for customization. Step 4: Prepare your Salesforce Org This could be done by emphasizing on the required technical aspects once your strategy is in place. Lightning Experience can be activated without turning off Salesforce Classic, while allowing users to temporarily switch back during the transition period. Next, organize role-based Lightning Apps for various teams. Each app can be tailored with navigation, pertinent objects, and more to support workflows and augment user productivity. Step 5: Modernizing Customization It is a critical step in the transition to Salesforce Lightning, as various elements built for Classic need to be updated. For this JavaScript buttons present in Classic and not supported in Lightning should be substituted with Lightning-ready substitutes. Shifting Visualforce pages to Lightning components might offer better performance and a more spontaneous user experience. Additionally, legacy workflows and process builders should be augmented using Lightning-native Flow Builder, which offers flexible, powerful and scalable automation capabilities. Step 6: Focusing on user adoption This is crucial, as technology might not alone assure a successful Lightning transition. Organizations must communicate the reason behind the change by emphasizing personal benefits such as reduced manual effort, quick access to information, and enhanced insights, rather than focusing on business objectives. Providing role-based training for service agents, sales reps, managers, etc. ensures effectiveness, with demos proving way more effective than basic presentations. Additionally, utilizing in-app guidance helps users learn features of Lightning directly within the platform. This reinforces adoption through routine use. Step 7: Run a Pilot Program Before rolling out Lightning organization wide in order to validate the experience in a real-world setting, it’s crucial to run a pilot. The pilot should focus on finding usability gaps, confirming customization, assembling practical user feedback, and gauging efficiency enhancements. Step 8: Optimizing Performance and Security It is a critical step in ensuring a seamless Lightning Experience. While Lightning offers optimized performance, further enhancements help maximize reliability. This includes removing unexploited fields and components, streamlining reports and dashboards, and reducing dependence on heavy Visualforce pages to improve page load times. At the same time, security settings should be studied to ensure everything aligns with Lightning navigation and access patterns. This maintains both usability, as well as robust access control. Step 9: Roll-out Lightning Once testing and optimization are over, Lightning should be rolled out to users. A steady approach allows admins to control the pace of rollout by activating access through permission sets. During this stage, it is crucial to monitor metrics such as login frequency, usage feature, task completion rates, and user feedback. Final Words: (and Your Next Best Action) Salesforce Classic to Lightning Migration isn’t just a technical upgrade. It showcases a significant business transformation. Organizations that take a deliberate approach gain quick workflows, insights, and a more scalable CRM foundation. So, sooner you adopt Lightning Experience, the quicker you can shift from outdated systems for driving growth and customer engagement.

One of the most pressing challenges faced by businesses in this highly competitive digital era is upgrading their legacy system without losing crucial business data. This is where the need for a robust system arises. Salesforce – one of the most widely adopted platforms has become one of preferred choice of organizations across different industries for storing and managing their data besides modernizing business operations and customer engagement. However, transitioning from legacy system to Salesforce is a straightforward process especially when legacy systems are ingrained in a company’s operations. This is where organizations should consider getting in touch with one of the best Salesforce Consultants. With a combined expertise of strategic planning, technical acumen, and in-depth understanding of the IT ecosystem, these consultants play a vital role in integrating antiquated systems with Salesforce. Let’s take a look at how organizations manage this task:   What is the Need to Replace Legacy Systems? Legacy systems are old and outdated platforms that play a vital role in supporting core operations of a business. These may include CRM or ERP solutions, as well as obsolete systems used for managing various functions such as HR, accounting and more. While these systems are reliable, they pose challenges due to the absence of advanced APIs, defined cloud compatibility, and outdated security frameworks. Integrating them with robust platforms like Salesforce is often risky, as any slip-up could disrupt essential business functions and impact overall stability. Challenges Faced While Integrating Legacy Systems with Salesforce Before exploring how consultants handle integration challenges, it’s crucial to recognize the key obstacles involved: Data Silos: These systems store data in secluded databases with minimal adjustment. This absence of uniformity complicates the process of data extraction, transformation, and loading into Salesforce. Limited APIs: Outdated systems aren't often designed for integration. Besides lacking modern APIs, they rely on outdated protocols, and offer little to no documentation. This makes connectivity and data exchange a significant challenge. Performance Demands: Businesses require seamless operations and minimal disruption. Integrating outdated systems with Salesforce must be done without sacrificing performance or causing downtime. This ensures that routine activities continue without interruption. This makes low-impact integration approaches critical to meeting operational and service-level expectations. Security Concerns: Old systems often rely on authentication, obsolete encryption, or data storage methods. Addressing these issues require integration with Salesforce to ensure secure transfer of data and maintain compliance with global regulations. To protect sensitive data, robust security measures are vital throughout the integration process. Resistance: Users and IT teams are usually accustomed with legacy systems often resist shifting to Salesforce. They may be unsure to change set processes or adopting new tools, fearing trouble or increased complexity. Overcoming this defiance needs clear communication, training, and showcasing the advantages of modernization and enhanced workflows. How Salesforce Consultants Use Legacy System? Salesforce Consulting Partners use a phased approach to manage the integration of legacy systems. Discovery and Evaluation: The process of integration begins with a discovery phase. In this stage, consultants work closely with IT, as well as business participants to get a clear understanding of existing business processes, system architecture, and more of the legacy systems. Through conduct workshops to review the current infrastructure, assess the data flow diagrams, and find all the systems involved in the integration. From determining the nature of integration needed to batch processing to whether it should be unidirectional or bi-directional, it includes everything. Additionally, consultants also evaluate the criticality of the data to be integrated besides taking note of any compliance requirements. This initial step ensures that each system, use case, and business requirement is thoroughly aligned before moving into the technical implementation phase. Defining the Integration Strategy: After the evaluation is completed, consultants develop an integration strategy that is tailored and aligned with the needs and technical environment of an organization. This strategy defines the type of integration needed be it real-time, using middleware, or using ETL processes. It also defines the extent of integration, stipulating which modules, business processes and data sets will be associated with Salesforce and the legacy systems. Consultants regulate how often data should be coordinated, whether it’s based hourly or daily. The technology stack is also carefully chosen at this stage, which could involve native tools such as middleware solutions and more. This strategic planning ensures the integration is both efficient and aligned with business priorities. Data Mapping and Transformation: With the integration tools in place, the next crucial step is detailed mapping of data and transformation. Consultants begin by mapping fields from the legacy system to equivalent objects and fields. They also identify inconsistent, outdated and duplicate data, cleansing it to ensure precision and reliability. Business rules are used to verify data and ensure quality standards through the process. Attention is given to altering key elements such as currencies, date formats and picklist values to align with the CRM’s structure. Consultants design fallback mechanisms to manage potential integration failures, ensuring the system is stable. Testing the Integration: The integration between outdated systems and Salesforce is built and thoroughly tested. Consultants begin by developing APIs or configuring middleware connectors to allow seamless communication between systems. Authentication protocols are implemented to ensure secure access. Data pipelines are then created and tested within sandbox environments to identify potential issues early. Training: Successfully integrating outdated systems with requires preparing the organization for change. Here, consultants play a key role by training employees on how to use Salesforce within the new environment. They develop a detailed process guides and clear documentation to help teams navigate the system assuredly. Key stakeholders are included in UAT to ensure the solution meets expectations. Apart from this, consultants provide ongoing support during and after the post-deployment phase. This helps teams smoothly adapt while ensuring minimal disruption to routine operations. Maintenance: Once the integration is accomplished, ongoing maintenance is essential to ensure long-term success. Salesforce consultant’s set-up systems to ensure smooth running of integration. Real-time dashboards are employed to track the health and performance of the integration. Final Words: Integrating antiquated systems with Salesforce requires a right balance of technical acumen, strategic anticipation, and change management. Salesforce implementation partner brings together these capabilities, ensuring organizations not just modernizes their technology infrastructure, but also augment operational efficiency, as well as their overall customer experience.

table tr td { padding: 10px; } Salesforce and ServiceNow are the two most popular platforms in the CRM and service management world—but choosing the best one really depends on the complexities your business is currently facing.  Many Salesforce consulting companies compare these platforms by using a simple relatable analogy or thinking of them as two different types of cars. Salesforce is your sleek, higher performance sports car, while ServiceNow is the all-terrain and dependable SUV. Both of them come with the fundamental features everyone needs—wheels, engines, seats, etc. (or in CRM terms, dashboards, integrations, and automation), but each is engineered for a different journey. Just as you wouldn’t take a sports car off-road or expect an SUV to win a racetrack sprint, these platforms are purpose-built to thrive in different business environments. This blog will let you explore more about what sets them apart, where they shine, and which one will take your business where it needs to go. Salesforce vs Service Now: A Complete Insight While Salesforce is a customer relationship management software that enables businesses to find opportunities in better connecting with customers, ServiceNow is an enterprise workflow automation platform that lets businesses stay organized and be more productive. With Salesforce, businesses can easily get an insight into customer information from a centralized place, thus enabling different departments like marketing, service, and sales to provide their customers with more personalized experiences. On the other hand, ServiceNow offers a suite of customizable and low code tools that bring automation across the overall enterprise and improve service quality. Salesforce and ServiceNow: Is There Anything Familiar Between Them? Yes, there are a lot more similarities between ServiceNow and Salesforce that we’ve compiled in this section. Customer Service Management While ServiceNow has Customer Service Management, Salesforce has a Service Cloud that helps businesses accumulate, manage, and make the most of customer data to provide them with personalized experiences. On the other hand, Service Cloud CSM is a wholesome platform, letting businesses easily engage with customers, manage processes, and offer services. That’s not it, even ServiceNow CSM focuses on planning and coordinating activities too between support teams and customers to fix customer queries seamlessly. Here is a detailed comparison of ServiceNow CSM and Service Cloud in terms of customer service management. Features Salesforce Service Cloud ServiceNow Customer Service Management (CSM) Omnichannel Customer Engagement Enables customer support across social media, web, applications, email, etc., and connect third-party channels with API & integration. It also encourages communication across social media, email, phone, web, and more. Robotic Process Automation Automates repetitive and mundane tasks without any kind of coding needs. Leveraging its task intelligence capabilities, it automates the process of creating, prioritizing, and investigating issues. AI Agents Within Salesforce Agentforce, you can have pre-built AI agents that can communicate with customers in their natural language and resolve their queries. ServiceNow also has AI agents that come with the capabilities of understanding the design, step-by-step processes and context. Thus, seeking approvals from live agents whenever it is required. Self Service With a declarative interface, you can easily set up branded self-service portals that provide quick answers to commonly asked questions. It deploys a self-service portal for new cases to be opened and existing cases to be reviewed and updated, and third-party web/mobile app are built with no code configuration. Workflow Optimizations Using its no-code solutions, it automates complex and frequent business processes. It provides real-time visibility into agent performance, predicting their demands, and making sure that the agents are available when customers need them. Chatbots It has Einstein bots, offering multilingual support to customers across different channels. It offers AI-powered conversational chatbots that automate resolution and solve customer queries with GenAI. Order Management With order management capabilities built directly into the CRM, Salesforce enables businesses to manage their entire order lifecycle. While ServiceNow has a product named Order Management that streamlines the entire order lifecycle process from a single platform. Here is more on the comparison between ServiceNow and Salesforce Order Management. Consider reading further to learn more: Features Salesforce Order Management ServiceNow Order Management Third-party Integrations While integrated with third-party systems, it captures order details in Salesforce. It features order capture APIs that seamlessly collect and record orders from multiple sources in ServiceNow. Centralized Order Data In a centralized place, it provides all order-related information like payment terms, order history, customer records, and more. It also unifies the entire order management lifecycle in one place. Self-Service It allows users to track, view, and cancel orders. It does the same thing, i.e., enabling users to view, place, and track orders. Field Service Management Now, to let businesses manage and optimize their field service experiences, Salesforce empowers businesses to take charge of their operations with a specialized solution—Field Service Lightning (FSL). It is a unified platform that integrates the products, workforce, and customers into one platform to streamline field service operations. Meanwhile, ServiceNow has Field Service Management (FSM), an integrated system designed to link teams through a centralized system of action that facilitates exceptional service outcomes. The following table provides a quick glance at how Salesforce Field Service Lightning stacks up against ServiceNow Field Service Management. Features Field Service Lightning Field Service Management Dispatch Management It provides a Dispatch Console that ensures that information related to absence, skills, and availability is available. Meanwhile, it has a single configurable workspace that makes resource coordination easier and promotes efficient allocation of work.   Visual Remote Assistant It allows customers to connect with experts who can resolve their issues, eliminating the need for them to make any on-site visits. While taking support from the multilingual virtual agents, customers can find solutions to their problems in their preferred language. Schedule Work Orders By following the priority and constraints complied with service level agreements, it enables the scheduling of the work. And with AI, it automatically assigns the job to the best available agent. It assigns the right resources based on factors like territory, priorities, and more, thus automating the process of work order scheduling. Mobile Accessibility Its mobile application is available for both iOS and Android that offers offline capabilities too for field service reps to work even during low or no internet connectivity. Its mobile application comes with offline capabilities for the sales team to work remotely at any time. Field Service Territories It includes a concept called Service Territories that enables you to give a territory to each field service agent. It includes a configurable interface to visualize, manage, and craft more territories. Asset Management It offers real-time asset tracking for the usage, condition, and other specific criteria. It provides a single repository for field service agents to keep track of all the utilized assets. ESG Management Among various other platforms that Salesforce has, Net Zero Cloud is one among them that helps businesses reduce carbon emissions. It centralizes all the data related to carbon emissions into one platform, letting you easily monitor and take essential steps to reduce the carbon footprint and make the most of Salesforce support. Moreover, Net Zero Cloud is also not limited to ESG management as its comprehensive platform enables businesses to meet their sustainability goals at ease. With ServiceNow’s product ESG management, businesses can create a single source of action for all the data related to the social, environmental, and governance (ESG) programs of the organization. Here is a vital comparison between ServiceNow ESG Management and Salesforce Net Zero. Features Salesforce Net Zero Cloud ServiceNow ESG Management Social Metrics Supply chain and social Product safety metrics Diversity, equity, and inclusion (DEI) data Workplace safety and health metrics Health and safety inventories DEI data Community involvement data Integration Capabilities You can easily integrate it with the different products available in the Salesforce ecosystem like Field, Service Lightening, Experience Cloud, etc. Moreover, you can find compatibility for third-party integration. From Strategic Portfolio Management to Risk Management, you can integrate it with different ServiceNow products. Besides, you can get a centralized ESG command center too as it supports third-party integration. Environmental Metrics Waste management data Carbon emission across scopes 1,2,3. Renewal of energy procurement and energy usage Waste management data Carbon scope 1,2,3 emission IT energy uses monitoring Governance Metrics Executive compensation information Broad governance data Policy related metrics   Board of directors pay Corporate policy management Executive remuneration tracking Donation and tax strategy monitoring Generative AI With the use of the data stored in Net Zero Cloud, Einstein AI lets you create a sustainability report. Designed on the Now platform, ESG management can be integrated and used with Now Assistance—a generative AI solution. Customization Salesforce CRM comes with an exceptional range of customization options and low development tools to let businesses align with the platform based on their unique needs. Moreover, it enables you to change the user interface and enhance default features in a way that creates the out-of-the-box components specific to the organization. Besides, Salesforce allows for altering the Salesforce environment, all because of its code-level modifications. Moreover, it syncs connectors, middleware, and plugins altogether to exchange data with third-party systems. ServiceNow also comes with customization options that enable the development of self-service portals based on the specific needs of an enterprise. That’s not it! Workflow customization helps automate the processes according to specific business objectives, thus allowing for the modification of complex integrations, baseline business rules, and more. Automation and AI In the field of automation and AI, Salesforce and ServiceNow are making significant progress. For instance, Salesforce automation helps organizations remain focused by scaling and personalizing customer experiences while relying on AI advancements like Agentforce. Moreover, its pre-built application involves the necessary data access and business intelligence required to work with human resources to provide value to customers. Besides, Salesforce includes a library of over 900 pre-built industry-specific templates that enable the automation of business processes across the organization. Talking about ServiceNow, it is also making a significant leap in the world of AI by enabling enterprises to automate high-touch business processes. Additionally, the platform just introduced some customizable and pre-built agents, having the capability to resolve problems across departments, orchestrate workflows, and make data-driven and end-to-end automation. What is the Difference Between Salesforce and ServiceNow? While the main objective of Salesforce is to provide a 360-degree view to service, sales, and marketing team for building personalized marketing campaigns, closing deals, finding prospects, and offering satisfactory customer services. ServiceNow, on the other hand, aims to streamline and automate internal business processes like—IT service management, customer service management, human resources, security operations, and more. In a nutshell, Salesforce enables outward-facing departments of an organization to do their jobs effectively and ServiceNow ensures ideal working of internal business processes. Which One to Pick: Salesforce vs ServiceNow? The explanation as well as similarities and dissimilarities of Salesforce and ServiceNow should help you make the right choice between the two. Yet, the very decision for which to pick rests chiefly upon your own very specific business needs, challenges, and end goals. You can go with Salesforce if it requires a variety of solutions under one platform that caters to your customers’ essential needs. However, you can use ServiceNow for managing internal business operations like HR management, IT operations management, asset management, and more. Upon going with such moves, you will find the best solution for your business. However, what is more essential is to find the right Salesforce implementation partner who will help you make the most of the platform no matter if you choose Salesforce or ServiceNow.

Still thinking that CRM is just a digital Rolodex? Think again, because, beyond this, it is business’s secret superpower. And if there is any commander leading the CRM army, it’s Salesforce. But having Salesforce is one thing and knowing how to unleash its full magic is another! Enter the best Salesforce consultants! No matter if you are a wide-eyed startup trying to take only the relevant Salesforce consulting services or a seasoned giant itching to sprinkle AI on it, the consultants give a makeover to your CRM and turn it into a customer-delighting powerhouse. Ready to see how? Just dive in and explore further! Smooth Salesforce Implementation – The Foundation the Fuels CRM Success Salesforce implementation comes with its own set of challenges, and to turn it smooth without any chaos, Salesforce consultants consider these tactics given below. And guess what? It leads them to build a solution that blends effortlessly into your operations. Needs Assessment & Goal Mapping It requires a step back to get a clear view of goals and needs before proceeding with smarter steps ahead. Consultants also consider the same and dive into your business model, team structure, customer lifecycle, and industry-specific challenges. What does this bring forward? An identification for goals—which could be anything, i.e., automating service workflows, enhancing sales tracking, and personalizing marketing. This makes the implementation a purpose-built process, not just feature-filled. Custom Configuration One size fits all approach won’t work at all, especially in this age, where every business is different. That's why building a business-specific solution is important. And how do Salesforce implementation partners pull it off? They configure automation rules, user permissions, Salesforce objects, and fields to mirror internal processes. No matter if it’s tailored service workflows, personalized dashboards, or custom sales stages, they align everything to the way the team actually works. This helps build a CRM that feels like it was specifically made for you. Data Migration Due to corrupted fields, missing values, and duplicates, migrating data can be a nightmare—but do you know what Salesforce consultants make it a smooth ride. They withdraw, cleanse, and map data from previous systems like legacy CRMs, spreadsheets, Excel, and third-party tools into Salesforce. Moreover, they validate everything like data accuracy and integrity to transform it into something usable and insightful. User Onboarding & Training If your team does not know how to effectively use CRM, they will always be unable to churn the most of its ROI. That's why user onboarding and training are essential. Salesforce implementation partners conduct tailored training based on roles of service agents, leadership, marketers, etc. Moreover, through how-to-guides, live sessions, and interactive demos, they empower the entire team to confidently leverage and use the platform from day one. This helps in achieving higher adoption and less resistance. Post-Go-Live Support The game does not stop with the launch of Salesforce but starts with it. And to ensure that it always remains at the topmost level, consultants monitor the system, resolve all hiccups, refine workflows, and provide technical support. Moreover, they consider adding such new features that help with report generation, onboard new users, and ensure that CRM always matches its highest level without becoming any bottleneck. Smart AI Empowerment – Upgrading CRM Into a Growth Engine Now that we have talked about the smooth Salesforce implementation, it’s time to learn how Salesforce, when integrated with AI, does not just store data but also—thinks, predicts, and advises. Thus, turning out to be a strategic brain that starts thinking, analyzing, and advising. Predictive Lead Scoring Gone are the days when you have to rely on gut feelings to choose exactly which prospects are worth your time. Because this has been automated by AI models. How? These models analyze historical data like deal sizes, past wins/losses, industry type, etc., to assign a conversion likelihood score to each lead. These scores are further fine-tuned by Salesforce consultants based on their sales cycles, so reps can acknowledge the highest potential leads and boost both win rates and efficiency. Sales Forecasting & Pipeline Insights Einstein, instead of showing just the current numbers, it moves beyond and predicts where you’re heading. Moreover, it flags risks in deals, detects trends across your pipeline, and suggests which leads are more likely to close and at which stage. Besides, it provides Salesforce consultants with the ability to configure forecasting alerts and dashboards based on their requirements. Thus, providing them with accurate and real-time visibility, which ultimately helps in smart decision making. Custom AI Models Cannot you resolve the unique challenge that’s disturbing your work? Don’t worry as long as you have Salesforce Einstein’s advanced tools that let you build, train, and deploy custom AI models tailored to your business-specific needs. No matter if it’s about optimizing pricing strategies, predicting product returns, and segmenting customers by lifetime, these models can manage everything, providing you an aid so you can focus on what matters the most. Personalized Marketing With AI-enabled Salesforce, businesses are more likely to deliver personalized services to all those customers who crave personal attention. How? They can set up AI-driven journey builders with the help of the best Salesforce consultants. These builders trigger tailored email campaigns, cross-sell offers, and product recommendations based on customer preferences, behavior, and engagement history. Thus, leading to better click-throughs, higher open rates, more customer retention, and happier customers. Automated Case Routing Speed and accuracy matter more for service teams to shine truly. However, agents are not always able to match the speed and accuracy they require. That’s where AI comes in and automatically assigns the right ticket to the best suited agent based on their ticket complexities, current workload, and agent expertise. Besides, these models get trained as well by none other than Salesforce consultants to ensure reduced response times, faster resolutions, and increased customer satisfaction. In a Nutshell! From tech setup to intelligent automation, Salesforce consulting services are not just about installing software—but about building a smarter business engine. No matter if you’ve just started or want to scale to new heights, having Salesforce at your side lets you tackle all obstacles that might hinder your path to success. However, what works for you, a simple implementation or AI empowerment, is acknowledged by the best Salesforce consultants. So, consider meeting with the one or a company like Girikon that turns your CRM into a true competitive edge.

Businesses looking for growth should consider migrating to Salesforce. This robust CRM platform empowers them to ensure operational efficiency by streamlining processes. With multiple features and components, Salesforce empowers businesses to maintain strong relationships with their customers while ensuring business integrity. However, several challenges including loss of data, system downtime, and transferring huge volumes of information hamper this transition. That’s where the need for a well-crafted and executed cloud migration strategy steps in. While Salesforce offers all the necessary tools to support this transition, yet to navigate the challenges of migration with confidence, expert guidance is required. Salesforce consulting services provide the necessary support needed for a seamless and stress-free migration. Comprehending Cloud Migration and How Salesforce Drives its Success? Migrating data from an on-premise system to a cloud-based infrastructure is known as cloud migration. From cost savings, and enhanced collaboration to disaster retrieval competences, cloud migration empowers organizations with multiple benefits. Salesforce showcases that cloud-based services enable rapid recovery of assets during all types of emergencies. With cloud architecture, organizations can manage data in real time. This enables intelligent decision-making and customer engagement. For businesses looking to harness the advantages of cloud migration and robust cloud security, Salesforce stands out as one of the top platform choices. Key Challenges involved in Data Migration Migrating data to Salesforce is critical for digital transformation yet organizations have to deal with several challenges during the process: • Poor Quality of Data: Old and outdated systems often pick duplicate entries, incomplete records, and obsolete information, thereby complicating the migration. • Complex Field Mapping: Aligning legacy data fields with the platform's structure can be intricate and time-consuming. • Resource Constraints: Insufficient planning and staffing besides technical glitches lead to exceeded timelines and budgetary constraints in certain projects. • Compliance Risk: Migrating confidential data requires strict adherence to compliance standards, which adds an extra layer of security. • Operational Disruptions: Without careful planning, transfer of large sets of data can lead to disruptions in business operation. Significance of Availing Salesforce Consulting Services Engaging the services of one of the best Salesforce consulting experts empowers organizations to unlock the full potential of the platform. Key benefits include: Proven Experience: Salesforce experts carry rich experience in managing cloud migrations. They use their knowledge to tailor the migration process as per the specific needs of every organization. With most data migration projects facing delays and budget constraints, it makes sense to hire Salesforce consultants who can help with cost-effective, and seamless Salesforce transition. Tailored Solutions: No two businesses are alike and Salesforce consulting partners recognize this. By assessing an organization’s unique requirements, they develop customized models that not only ensure technical accuracy but also align seamlessly with business goals. Ensuring Data Integrity and Security: Migrating critical business data demands a strong focus on accuracy and protection. Salesforce consultants implement robust validation and data cleansing processes to ensure only accurate, relevant information is transferred. They also enforce strict compliance with data protection regulations, safeguarding sensitive data against breaches and ensuring a secure migration. Efficient Use of Resources: Cloud migration be extremely demanding for in-house IT teams. Salesforce consultants leverage advanced tools and proven methodologies to automate the migration process, allowing internal teams to stay focused on core business priorities. This results in streamlined automation and more efficient use of resources. Enhanced Collaboration: Salesforce empowers teams to work proficiently from anywhere irrespective from geographical barriers. Salesforce consultants optimize these systems to enhance communication and streamline data sharing, driving greater innovation and productivity. With secure access to shared information, cloud infrastructure fosters a collaborative and connected work environment. Cost Efficiency: Shifting to the cloud does away with the need for significant investment. By identifying cost-effective solutions, experts optimize usage of resources. This financial freedom allows organizations to redirect resources toward other strategic activities. Access to Advanced Features: Salesforce releases new features at regular intervals to update its platform. To stay updated with the evolving needs of customers, Salesforce consultants help maximize these developments. Compliance and Regulatory Adherence: Steering across complex data protection laws can be intimidating. By guiding through the compliance landscape, consultants help cloud migration align with all relevant regulations. Besides mitigating legal risks, it also builds customer trust. Adhering to compliance standards not just safeguards the organization’s reputation but also helps avoid costly penalties. Current Market Trends: The demand for CRM consulting services is rising. In fact, the global market is expected to witness a notable growth by 2032. This growth indicates that organizations are emphasizing on expert guidance for their cloud migration efforts. Final Words: Seamless migration of data to Salesforce can be time-consuming and daunting. When executed properly, it streamlines operations and brings significant efficiency to your teams. Certified Salesforce implementation partners ensure smooth and secure transition. Their skill helps organizations navigate the complexities of cloud migration and unlock the full potential of the Salesforce platform. This will set the stage for long-term success in this digital age.

In the last almost 2 years, the world has seen a paradigm shift in the way education is perceived and delivered. This change in thinking has compelled educators to come up with new and innovative ways to deliver the entire education experience. Institutions want their entire education lifecycle to become lifelong memories for all key stakeholders- Students, Staff and Faculty. The access to cutting edge technology, coupled with the plethora of world class tools and resources, empowers educators to create beautiful and engaging experiences for students and staff alike. And it starts with the very first step – Enrolment. By making every facet of the enrolment process more engaging through the use of technology, institutions can focus on the critical events in the process that are most impactful. Salesforce Education Cloud provides the perfect blend of technology and customer service to assist educators create enriching and curated experiences for prospective students and families. As your Salesforce Implementation Partner, Girikon will help you adopt a digital transformation framework that will keep you ahead of the curve. Lets find out how : Modernize Recruitment & Admissions Education Cloud provides you the most scalable recruitment and admissions platform to meet your enrolment goals. Find best-fit students, streamline application processing and decision-making processes, and foster high-touch relationships — from prospect to enrolment. Unify data from multiple systems, use the power of AI for actionable insights, and encourage team collaboration with Admissions Connect. Make every enrolment experience effortless with CRM technology built on the #1 CRM. Image Source – salesforce.org Simplify Application Management Application Reader See and verify all applications and associated documents in a user-friendly view. Document Management Store all documents in a single platform. Conveniently switch and search PDFs. Collaborative Feedback Tools Empower your community of reviewers to verify documents and information, and provide dynamic feedback Workflow Automation Automate tasks, customize application review criteria by parameters that support your process. Drive Deeper Engagement Applicant Portal Engage applicants with interactive device friendly dashboards — all customised to your unique process needs. Dynamic Application Checklists Create personalized checklists to give applicants and their families a real-time snapshot into the completeness level of their application 24/7 Chatbot Deliver real time recommendations through artificial intelligence Document Review and Tracking Give applicants the freedom to upload, view, and track their documents from any device, anywhere. Image Source – salesforce.org Image Source – salesforce.org Harness Data Insights AI-Driven Recommendations Personalize applicant communication with recommendations, manage follow up and support to applicants when they need it. Analytics and Reporting Get complete visibility of your enrolment funnel in real- time, get deeper insight into trends and year-on-year performance. Third-Party Data Integration Seamlessly integrate with application data from other sources using the Education Data Architecture (EDA). Scalable Platform Education Cloud provides you with an easily scalable platform that works on clicks and not code. Scale with Tableau Dashboards for Enrolment to visualize trends across years, programs, subjects and geographies. Build a Robust Enrolment Platform with Education Cloud Education Cloud provides a scalable and flexible platform to find, engage, and enrol students. With Admissions Connect, educators can Increase personalization, streamline processes, and leverage data for team and student success. Conclusion With Girikon, your Salesforce Implementation Partner, you will be able to maximize utilization of the power, flexibility and scalability of Education Cloud to meet your key growth drivers. Drive student engagement and create personalised curated experiences in today’s dynamic and rapidly changing enrolment landscape. Questions? Our reps have answers. CONTACT AN EXPERT

The retail industry is dealing with increasing costs, declining sales, disgruntled customers, and stiff competition. This has encouraged retailers to adopt technology tools and solutions to enhance operational efficiency and improve customer interactions. In fact, the retail industry offers a lot of scope for technological transformation in areas of supply chain management, inventory management, sales, marketing and more thereby empowering retailers to increase the overall efficiency and profitability of their business.  One such technology that has the potential to transform the retail sector is artificial intelligence, which has helped retail businesses boost their speed, efficiency, and precision. Let’s dive in a bit deeper to find out how: Cognitive Inventory Management: The thinking capability of AI can be leveraged to determine the inventory components basis of the current sales trend. Depending upon the data available, AI draws inferences and forecasts of probable scenarios, provides recommendations, and even takes necessary actions with human approval. Well trained algorithms can be used to make decisions, which improve efficiency. An AI-powered system can process huge amounts of data and help create an inventory that is tailored as per the current market trends and customer demand.  Customer Purchase History: With an AI-powered CRM, organizations can target the specific interest of buyers. By breaking down huge volumes of data, AI tools can be used to identify the purchasing pattern of customers and understand their preferences. The AI-powered systems can further recommend similar kinds of items to the customers for purchase. To integrate an AI-powered CRM, retailers should consider partnering with a Salesforce implementation partner. Interactive Interactions: Customers always look for a prompt response and with an AI-driven chatbot customer service can be improved significantly. These chatbots are trained to communicate with customers and provide answers to frequently asked questions and provide customers with the necessary support. These bots gather useful customer data and use it to determine their preferences and purchasing pattern. Streamlining Supply Chain: The retail industry can streamline their supply chain by leveraging AI-powered tools. This might involve categorizing in-demand products, transporting them, tracking the shipment, and inventory management. With an AI-powered CRM in place, the retail industry is poised to attain new levels of efficiency while maintaining a good customer relationship. Why Should Retail Businesses Consider Leveraging Salesforce Einstein?  Salesforce Einstein is an AI-powered CRM that integrates predictive analytics, and machine learning. Apart from this, there are other features such as Einstein discovery that allow users to figure out hidden data patterns in customer data. Other important features such as Einstein prediction builder provides for business predictions through custom AI models. Bots connected to CRM along with the integration of computer vision make use of deep learning models for identifying the make, model, or brand via product images. Another innovative feature is the Einstein voice assistant that helps in interacting with users in real-time. Quick Wrap-up:  Given the growing preference for online retailing by customers, organizations working in the retail sector are gradually adopting AI-powered solutions to enhance operational efficiency and business productivity. With a robust AI-powered platform like Salesforce Einstein in place, retailers can provide exclusive customer experience while taking business efficiency to the next level. If you are looking for implementing Salesforce Einstein within your business ecosystem, it’s in your best interest to get in touch with a reliable Salesforce consultant.