CRM

Just when we got familiar with Agentforce, Salesforce introduced its upgraded version Agentforce 2.0. “What exactly is this, and what new it brings to the table?” People are buzzing with these questions. If you’re wondering the same, this post is exactly what you need. With insights from Salesforce implementation partners, we’ll clear up all your doubts and provide a detailed breakdown of everything you need to know. So, just stick to this guide and keep exploring how this transformative advancement drives your business ahead. What is Agentforce 2.0? Explained by Salesforce Implementation Partner To understand what’s new in Agentforce 2.0, we must first comprehend what Agentforce is. Agentforce is an AI-powered solution that automates tasks within the Salesforce ecosystem. It includes a copilot for generating responses, providing summaries, and actively participating in workflows by executing commands and updating records in Slack. Additionally, it integrates with ERP and eCommerce platforms, acting as an AI workforce to handle data-intensive and repetitive tasks. Now, if we talk about Agentforce 2.0, it refers to the new set of releases, workflow integrations and pre-built skills. Moreover, the platform offers the ability to deploy Agentforce in Slack and upgrade it in Atlas reasoning engine. According to Salesforce, Agentforce 2.0 resolves the bottlenecks related to time and integration. Thus, making it super easy for the users to create and deploy custom AI agents that support business specific needs. Besides, the platform offers a new library of pre-configured skills and tasks ready to work across CRM, Tableau, Slack, and actions developed by partners on AppExchange. Moreover, the update seamlessly integrates with any workflow through MuleSoft. Additionally, advanced agent builders interpret natural language commands like “Onboard New Product Managers,” thus creating such agents that combine pre-made skills with custom logic built in Salesforce for unmatched flexibility. Key Enhancements in Agentforce 2.0- Explained! Everything we stated above is just a brief of the magnificent- Agentforce 2.0. Here is a detailed explanation of what it includes. AI-Driven Skills for Elevated CRM Experiences Skills like sales coaching and sales development added for the sales team lead to the seamless creation of autonomous AI agents. These agents nurture leads based on rules of engagement. Thus, joining prospect calls and providing real-time feedback on prospect interactions with customers. Additionally, new skills added for commerce merchant, marketing campaigns, and service engagements bring businesses with all the support they require inside their CRMs. Multi-System Integration with MuleSoft Now, all thanks to the updates happened in Agentforce, businesses can redefine the way they work. They can leverage MuleSoft for Flow, thus allowing users to craft low-code workflows. Moreover, the new updates bring pre-built connectors to integrate and deploy multi-system workflows. This MuleSoft API Catalog provides a unified view of APIs across multiple systems like Heroku, MuleSoft, and Salesforce. Thus, making API management and its usage effortless. What’s more? Team members can also embed Agentforce metadata into APIs for actionable agent- first skills. Slack Transformation with New Skills With the introduction of new and dynamic Slack capabilities, AI agents can directly interact within Slack channels. This enables AI agents to send real-time messages about updating Slack Canvases, tracking progress on specific tasks and summarizing project updates as per the customer requests. This level of automation significantly enhances the Agentforce’s capabilities and makes collaboration within the team more efficient and intuitive. On top of that, these new skills reduce the need for fragmented communication channels and ensure that everyone is on the same page. Smarter Agent Creation Do you know what you can easily say goodbye to manual configuration and create agents in just a matter of seconds? Wondering How? Smarter Agent Creation leverages the power of Agentforce to create new agents. It extracts data from the library of available skills and actions, making the team efficient enough to build and deploy new digital labor solutions in seconds. Guess what? It leads to enhanced operational efficiency and accelerated time-to-value. Consider having Salesforce consulting services to deploy these smarter agents for your workflow. Analytics with Tableau New Tableau topics and actions allow users to gain deeper insights into business operations, team performance, and project progress. Through the advanced data visualization capabilities, it easily analyzes complex data and generates actionable insights. The tool transforms agent interactions into actionable data predictions and visualization, providing context-aware answers with Tableau Semantics. With democratized access to data, organizations can enable conversational analytics use cases. Thus, making data-driven decisions at every level. Expanding Functionality Through AppExchange Specifically, for Agentforce, Salesforce brought the first-ever enterprise ecosystem of agent skill. That means, users now can easily extend their Agentforce with custom Actions and Topics ranging from new agent types like Service Agent with Workday, to new, partner-built actions from Docusign, Neuron 7, and Asymbl. While making the most of Salesforce Agentforce services, you can easily expand functionality via AppExchange. Upgraded Atlas Reasoning Engine Among various surprises that Salesforce brings to us within Agentforce, “upgraded Atlas Reasoning Engine” captures the most attention. It manages a wider variety of interactions, along with multiple layers that need deeper thought. For instance, a question like “What is the status of my portfolio?” require a basic understanding for rapid responses. Meanwhile, a question framed like “Which investment options should I consider for funding my child’s education while considering my income and expected inflation?” is more complex. To improve its answer and respond accurately, the upgraded Atlas Reasoning Engine utilizes advanced data retrievers. Why Agentforce 2.0 Matters for Your Business In this time and age, every business wants to achieve more—however, with less time, fewer resources, and decreased complexity. That's where Agentforce 2.0 powered by Salesforce appears and turns this dream of several businesses into fruitful opportunities. Here is how it eliminates challenges, fosters personalized experiences, and lets businesses experience other benefits like: Seamless Integration Across Systems Siloed workforce requires juggling multiple systems and platforms to conduct one task. This not just slows down operations, but also wastes team members’ time, energy, and efforts. But do you know what? Agentforce 2.0’s MuleSoft integration breaks down these silos, allowing agents to work across Tableau, Slack, custom APIs, and CRM. Furthermore, you can deploy agents to do everything no matter if it’s about automating sales tasks and generating real-time project updates. Faster Time-to-Value In the previous Agentforce version, traditional agent development proves to be slow and resource intensive process. Developed cycles were prolonged due to the need for extensive integration, often delaying time-to-value. However, Agentforce 2.0’s pre-built skills and enhanced Agent Builder enables teams to deploy tailored digital agents based on workflows in a few minutes, not months. This lets team members focus more on getting results than on creating infrastructure. Scalable AI Support Accommodating needs is what the business truly does after scaling to a certain height. However, due to resource constraints, increased complexity, and evolving market demands, businesses struggle with maintaining the same level of personalized service. That’s where Agentforce 2.0’s library of partner skills and flexible customization options appear, ensuring agents can scale alongside you. Thus, conducting complex tasks with ease and providing value at every step. Adapt for Tomorrow Agentforce 2.0 ensures your business remains agile and competitive in a rapidly evolving market while providing the flexibility to integrate with different systems and adapt to new workflows. Moreover, the platform seamlessly connects with existing tools and platforms, allowing for real-time adjustment and letting team members stay ahead of market trends and respond to customer needs efficiently. This not just improves productivity but also drives innovation. Cost-Effective Workforce Expansion Recruiting and training employees for new tasks can be costly and time-consuming, but with Agentforce 2.0, you can efficiently manage these processes with minimal investment. The updated version lets businesses easily expand their digital workforce. This not only cuts overhead costs but also enhances productivity, upholds high-quality standards, and ensures consistent performance. Smarter Insights It’s all because of scattered and fragmented data that various businesses bear the consequences of poor decision making. However, with the upgraded Atlas Reasoning Engine and Tableau integration, you can let digital agents retrieve and contextualize data. This helps in delivering such intelligent insights that allow teams to take each step with confidence. When was Agentforce 2.0 Updates Released? The full release of Agentforce 2.0 was made available in February 2025. Discover here the detailed timeline of the releases: Skills for Tableau was accessible on December 18, 2024. Agentforce in Slack and other Slack functions was launched in January 2025. Meanwhile, natural language creation of agents in Agent Builder was rolled out in January 2025. Also, MuleSoft for Flow, MuleSoft API Catalog, and Topic Center are unveiled in February 2025. Last but not least, enhanced reasoning in Atlas Reasoning Engine and RAG was available in February 2025. Agentforce 2.0: What the Future Offers? Well, the journey of autonomous and efficient workflow does not just end with Agentforce 2.0 but moves to other heights with the next wave of advancements that will redefine AI agents. Here is what you might witness next. Multimodal Interactions- Imagine outdated IVR systems get replaced with generative AI-powered voice support. Well, Agentforce can bring a game-changing ability for voice and vision communication. It may enable product searches and troubleshooting via vision and voice-based AI, thus providing more natural interactions to all sectors. Support for Multi-Intent Conversations- Agentforce may also replicate human-like conversation abilities for customers who often ask multiple requests in a straightforward manner. For example, Agentforce can easily handle requests like 'Give me an update on my order' or 'Find me a grey pant in size M'. Moreover, it makes the most out of advanced natural language comprehension and context processing to respond to multi-intent queries instantly. Enhanced Industry-Specific Use Cases- The future may see tailored Agentforce specifically built for sectors like healthcare, retail, manufacturing, and more. For instance, AI agents for healthcare can automate insurance claims processing. Meanwhile, AI agents for retail could level up the game of inventory management and personalized loyalty programs. Such a level of customization enables businesses to cater to their unique needs and requirements. Multi-Agent Collaboration- Digital agents, while collaborating with one another can easily manage complex workflows exponentially. This helps businesses with automating repetitive tasks and streamlining handoffs. Moreover, this also empowers your team to put their focus more on higher-value activities for better productivity and efficiency. In a Nutshell! With this guide, you would essentially know that Agentforce 2.0 brings the best for businesses that look for transformative force to operate, scale, and engage with customers. You can easily extend your business workflow, streamline team productivity, and boost revenue with Agentforce 2.0 in place.  However, to adopt cutting edge technology like Agentforce, you require strategic preparation. It's the only way you can easily unlock your business transformation. So, book a consultation with Girikon, the best Salesforce consultants and start your journey toward a smarter business.

There are no arguments to deny the fact that Salesforce is the world’s most trusted CRM platform. Because it really is! Trusted by over 15,000 companies worldwide, Salesforce tops the list of best CRM around the world against all competitors. Although the platform offers unmatched flexibility, adopting and optimizing it is no small feat. A business needs the right expertise to utilize Salesforce’s full potential. That’s where Salesforce implementation partners appear and make all the difference. Continue reading to learn “Why and How to meet the right consultant?” What is Salesforce Implementation? Before understanding who are Salesforce implementation partners, we must understand what Salesforce implementation really means for business teams. Salesforce implementation is a multi-phase process that includes requirement analysis, design, development, and configuration. Beyond the technical aspects, it also involves employee training, app integrations, data cleansing, standardization and so on. When we say, “a well-executed Salesforce implementation,” it indicates that the platform is seamlessly integrated with existing systems and tailored to specific business needs. However, Salesforce's complexity and resource demands can make it challenging to implement the platform. What is a Salesforce Implementation Partner? Salesforce implementation partner is a certified expert who focuses on all phases to ensure a smooth Salesforce implementation. From system designing to data cleansing, these partners ensure everything to let businesses capitalize on Salesforce. As each partner is Salesforce-accredited, you can trust their potential and critical skills. Additionally, you can swiftly transform your entire Salesforce ecosystem with their specialization in multiple areas like: Broad Salesforce Implementation Salesforce OmniStudio Salesforce Sales & Service Cloud Agentforce/Einstein/Salesforce Consulting Salesforce AI Data Cloud Salesforce Marketing Cloud Lightning Services MuleSoft Consulting Salesforce Development Salesforce Integration Salesforce Support Imagine joining hands with a company that provides all these services under one roof. Now, picture bringing the full capabilities of Salesforce to your business—enhanced customer satisfaction and improved ROI, managed by a single trusted partner. Partnering with Girikon enables you to achieve your goals 5x faster. Schedule a meeting today to learn how the experts help you get results aligned with your business objectives. What are the Specific Roles of a Salesforce Implementation Partner? Here are some roles and responsibilities performed by Boutique Salesforce Implementation Partner Giving guidance on choosing the right Salesforce product that matches specific business requirements. Providing a brief understanding of Salesforce pricing to cut down on unnecessary features. Assessing that the current system can handle multiple operations and mitigate challenges like data modelling, over-customization, and security. Guiding, supporting, and addressing all kinds of changes when there are any requirements. Decreasing the risk associated with implementation budget, timeline, and scope. Factors to Consider Before Taking Salesforce Support Business Requirements Before engaging with any Salesforce consultants, it’s essential to understand your business objectives. With this, you can define the goals for the Salesforce implementation. Besides, you can align the set-up with your specific business needs. For instance, you can prioritize metrics like customer behavior and loyalty if your goal is to improve customer relationship management. This way, you will get a clear insight into how the solution delivers the desired outcomes. Timeline Salesforce implementation is a complex process that can take anywhere from 6 months to 1 year, depending on the complexities. This makes it important to create a well-defined timeline that sets expectations for consultants regarding deliverables, milestones, and resource allocation. Consider these milestones for an effective timeline: Requirement gathering and analysis Configuration and customization Data migration and integration Testing and quality assurance Training and deployment Give sufficient time for testing and training to minimize disruption at go-live. Also, ensure alignment with your partner on timeline expectations without compromising quality. Budget Without a realistic budget, your Salesforce implementation could become a costly surprise. The most powerful features could end up being overspent and underutilized. Moreover, you may not allocate resources efficiently for Salesforce success. That’s why establishing a clear budget within financial constraints is essential. Here are various ways in which you can allocate your budget. Initial implementation costs (setup, licenses, customization) Ongoing costs (training, maintenance, support) Future enhancements or other scalability requirements Also, you can choose the best among the fixed-price contracts, milestone-based pricing, and time and material hourly rates. Internal Resources Assessing the capabilities of your internal team is another key consideration to make before hiring Salesforce consultants. This will let you know their training needs, i.e., whether they are familiar with Salesforce’s UI, features, and functionalities. Also, learn if the team has additional time to work on the Salesforce project without compromising their regular duties. Ensure that the need for support in areas like customization, integration, and ongoing support is identified. Lastly, just promote an effective collaboration between the internal team and the consulting partner to facilitate skill development. Tips to Identify the Right Salesforce Implementation Partner A reliable Salesforce consulting partner is essential for the optimal performance of Salesforce software. To ensure you’re partnering with the best, look for these key qualities in a consultant. 1.Salesforce Certification and Expertise Always check for certified Salesforce consultants who have relevant experience and expertise. By providing their skills on one of the hottest CRM platforms, they ensure to kick start your business growth. Their niche knowledge and skills help businesses expand from all corners.   Here are some Salesforce certifications you should look for while searching for roles like Administrator, Architect, Consultant, Designer, Developer, and Marketer. Certifications for Salesforce Administrator Salesforce Administrator Salesforce Advanced Administrator Salesforce CPQ Specialist Certifications for Salesforce Architect Salesforce System Architect Salesforce Development Lifecycle and Deployment Designer Salesforce Identity and Access Management Designer Certifications for Salesforce Consultant Salesforce Business Analyst Salesforce Education Cloud Consultant Experience Cloud Consultant Salesforce Field Service Consultant OmniStudio Salesforce Salesforce Sales Cloud Consultant Certifications for Salesforce Marketing Consultant Salesforce Marketing Cloud Consultant Salesforce Marketing Cloud Email Specialist Salesforce Pardot Specialist Certifications for Salesforce Designer Consultant Salesforce User Experience Designer Salesforce Strategy Designer Certifications for Salesforce Developer Salesforce B2B Commerce Developer Salesforce JavaScript Developer Salesforce Platform Application Builder. 2.Industry Experience and Knowledge Salesforce consultants with industry-specific experience avoid creating solutions that do not address your unique needs. They customize the platform by understanding your unique needs, challenges, and workflows. Moreover, they are more familiar with common pain points. This lets them anticipate roadblocks and seamlessly run the implementation process. Besides, these consultants understand the legal and compliance landscape, enabling you to avoid costly compliance issues later. 3.Past Projects and Records No business wants to hand over their dynamic projects to newbies or unsupervised developers. Because implementing Salesforce is not just about writing code—it’s about adapting to unique business needs. Experts are always familiar with the complexities, letting them optimize code for better performance. However, an unexperienced developer may struggle to implement clean code and take longer to resolve problems. This potentially derails the timeline and brings complications in making the project live. That’s why having consultants with dynamic past projects delivery is necessary. These seasoned professionals not just ensure successful projects but also manage complexities and risks. 4.Clear Communication and Collaboration Salesforce implementation partners must ensure clear communication and collaboration, letting businesses learn about each stage. It is an essential aspect, especially when businesses want to achieve specific goals and enhance workforce efficiency. By getting real-time updates on project development, teams can stay aligned and adjust priorities as required. Moreover, they can prevent delays by identifying any roadblocks and issuing quick resolutions for the same. Ensure your partner follows a clear communication strategy to improve the quality of implementation. 5.Strong Post-implementation Support Salesforce success depends on the post-implementation activities supported by a group of consultants. Organizations that lack this support may struggle to drive value from their CRM systems. Moreover, they may not be able to keep track of new features that may enhance the established processes. Upon choosing a trusted partner, you can get support on various activities: Report design, generation, and analysis Ongoing process assessment Data quality and integrity New feature release testing and training 6.Data Security and Compliance Salesforce stores a wealth of information – ranging from financial data to customer details and other confidential information. Upon taking the right Salesforce integration services, you can protect this information from accidental loss or unauthorized access. Salesforce consultants ensure the best practices, which is crucial for safeguarding valuable information. They implement a regular data backup schedule for the restoration of lost data. Additionally, they enforce strong password policies and multi-factor authentication to add various layers of security. Beyond these basic protections, consultants ensure compliance with industry standards like HIPAA, PCI-DSS, GDPR, etc. Thus, confirming that your sensitive information is secure within the system. 7.Transparent Pricing Transparent pricing means providing clear information about all costs, including products, services, taxes, fees, and extra charges. With such information upfront, you can compare prices, avoid unexpected fees, and make informed decisions. It’s essential to ensure that there are not any hidden costs. This not only builds trust but also prevents surprises down the line. Thus, helping you better manage your budget for the desired implementation. What else? You can prioritize spending based on business needs and avoid adding unnecessary features. 8.Scalability and Future Growth You can get a future-proofed Salesforce only when the platform is adaptable to handle increased workloads and user demands. However, to make it this capable, you must need the support of high-graded Salesforce implementation partners. They embrace a modular architecture, design your data model, and optimize the codebase. While a modular setup ensures these changes are implemented successfully without disrupting other parts, data models make it easier to handle growing datasets. Besides, code optimization lets you deal with high transaction volumes, complex logic, and integration with third-party applications. With all these, you can create a scalability roadmap that aligns well with the organization’s strategy. 9.Training and Knowledge Transfer For successful Salesforce implementation, it’s not enough to simply configure the platform to meet organization’s needs. Your team must also be equipped with the training and knowledge to use it effectively. Salesforce consultants play a major role in designing and delivering tailored training programs. Whether it’s for administrators, developers, or end-users, they provide hands-on workshops, letting different users utilize the system properly. This way, they not only help your team become proficient in Salesforce but also foster a culture of empowerment. Thus, bringing confidence to your users in utilizing the software for business success. Upscale Your Digital Journey with Girikon Girikon, a certified Salesforce implementation partner, offers dynamic consulting services that go beyond customization. The team handles everything from design and implementation to integration, while keeping your platform updated with the latest standards. With their ongoing salesforce support services, you can relax while they continuously monitor and optimize Salesforce performance. Girikon’s consultants also assess your current business challenges and address these concerns by building tailored solutions. To learn more about how their salesforce support services can be a game changer for your business, book a meeting with the experts.

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

In today’s competitive business landscape, businesses are moving online to promote their business primarily because of the wide array of tools online marketers have access to. Marketing automation has become a critical element of every online marketer’s arsenal. Consequently, implementing marketing automation software like HubSpot has become the need of the hour. It is crucial to get in touch with a reliable HubSpot Consultant to make the most of this platform. According to Emailmonday, 49% of businesses use marketing automation, and the benefits of which are being enjoyed by 55% of companies.  Marketing automation has proved to be a blessing in disguise for B2B marketers as they significantly benefit from the increased number and quality of leads flow into their pipeline. B2B companies using marketing automation software have realized a jump of 10% in their sales pipeline. Today, small, medium and large companies are banking on tools, concepts, and marketing automation processes to achieve their business goals.    Let’s take a hard look at the reasons that have compelled B2B marketers to swear by marketing automation: Generate Quality Leads: Marketers can gather data about the visitors visiting their website through the forms and landing pages. The information gathered can be leveraged by the sales team for following up with the visitors. Moreover, the quality of leads obtained can be determined using lead scoring. This allows the sales team to emphasize leads that have a high probability of converting.  Engage Your Leads: It is essential to understand that organizations that nurture their leads could provide their sales team with around 50% more sales-ready leads. Marketing automation paves the way for lead nurturing – the way by which prospects are gently pushed down the sales funnel by providing something that will influence their decision.   Optimize Email Marketing: Email marketing is vital for B2B marketers and thus should be effective enough to ensure maximum open and click rates. Automation tools like A/B testing can be leveraged to enable changing individual elements such as email, customer list segmentation, and more to test their success rate. Check the Trail of Campaigns: One of the most important features of marketing automation is closed-loop reporting. This feature helps in checking the trail of successful campaigns that generated high sales, to be replicated. On the other hand, this feature can be used to end the plans that don’t yield results.    Visibility into the funnel: By integrating CRM with marketing automation, one can get a detailed view of the funnel. In other words, insights regarding customers’ journeys can be achieved, which can be leveraged to create more effective campaigns in the future. Quick Wrap-up: It can rightly be inferred that a robust marketing automation platform like HubSpot can provide wide range of functionalities such as lead generation, email marketing, social media management, lead scoring, analytics and reporting, which ultimately drives increased revenue for B2B marketers. To make the most of this amazing platform, it’s essential to get in touch with a certified HubSpot partner. 

To keep their sales pipeline fresh and full of prospects, organizations indulge in lead generation. However, knowledge of lead management can be the difference between losing them and turning them into paying customers. Proper lead management will help in lead scoring leads, guiding them through the sales funnel, and ultimately converting them into paying customers. It is therefore important to ensure the effectiveness of your lead management process as an improvement in lead management efforts can empower sales teams to frequently convert prospects while enhancing customer satisfaction.    According to statistics shared by Sales Lead Management Association, organizations fail to follow up on the majority (80%) of leads generated.  Though lead management is typically considered to be the purview of a sales team, marketing, and customer service teams too play a significant role in the proper management of leads. By creating processes that are integrated across units, training employees on best practices for lead management, and leveraging robust lead management software, organizations can ensure that their best leads remain in their pipeline. This will bound to have a positive impact on their bottom line. A powerful lead management system does away with weak leads and nurtures those that are most likely to convert. Such a system will help organizations streamline their customer experience and make their sales and marketing teams more efficient and productive. Why Should Organizations Use CRM for Managing their Leads? Today, most organizations are looking forward to leveraging the benefits of lead management CRM software such as sales pipeline visibility, real-time analytics, contact management, and so on. Listed below are some instances when leveraging CRM software can be highly beneficial: Managing Leads that can’t be Handled Manually: Managing leads without a CRM becomes more difficult as lead volume grows. With a robust CRM by their side, the entire lead management process can be automated. Apart from this, sales and lead activity can be monitored via a single centralized dashboard. When Using Different Tools: If an organization is using disparate tools and applications to manage their lead management, they might not get a consolidated view of the process, are keeping duplicate data or wasting time shifting between the tools. Since, CRM systems have integration capabilities; organizations can manage their data from a single place. Couldn’t Understand the Reason behind Losing Leads: To provide their prospects with appropriate content during the lead nurturing stage, it’s important to understand their buying behavior, their preferences, and where they are in their buying journey. In other words, organizations have to track how leads behave on their website, the number of times prospects have visited their site, what type of content they take in, and much more. By leveraging robust CRM software like Salesforce, organizations can get access to every single detail, which means they can take all the necessary steps to move their leads from one stage to the other in the Sales pipeline. To understand how Salesforce CRM can help organizations manage their leads, it’s important to get in touch with a reliable Salesforce partner. Quick Wrap-up: Despite having sufficient lead in their sales pipeline, often businesses fail to generate the desired revenue. This calls for the need of evaluation for your lead management strategy, which also includes the implementation of robust lead management software. Implementing powerful lead management software like Salesforce can be leveraged to not just increase the number of leads but also manage them effectively. Such a system provides an efficient process for accessing and organizing contact details including information required for qualifying prospects and closing sales. Apart from this, the system also helps in managing the flow of information to make sure that none of the leads fall through the crack. Some advanced tools can gather all data in a single place and provide meaningful insights for a superior relationship with your prospects. So, if you too are looking to implement robust lead management software like Salesforce then it makes sense to get in touch with one of the best Salesforce implementation partners.      

The current Covid-19 pandemic has taken the world by storm. The pandemic has severely impacted the global economy with small businesses being the worst hit. To sustain themselves during such volatile times, businesses should consider adopting SaaS-based products and services that don’t require buyers to make any additional payment or indulge in installation as these are hosted inside the cloud and can be accessed from anywhere and from any device. One such software that helps organizations to accept payments, manage income and expenses, pay bills, manage payroll, and track inventory is the QuickBooks accounting software. Developed by Intuit, the functions of the accounting software can be enhanced by integrating with other third-party tools. When integrated with Salesforce CRM, the solution can be leveraged to manage day-to-day business activities. The accounting software and the cloud-based CRM work hand in hand with each other to share information related to accounting and sales, client data, costs, invoicing, etc. which does away with the duplication of data, augments productivity, unified info on ROI, and accurate forecasting about marketing expenses. In fact, the integration of this two software will help users to access information about both accounting and customer details in a single place. Let’s explore some of the benefits of Salesforce and Quickbook integration: Automate sales order, invoices, payments, inventory management, and more processes Better execution of a wide array of accounting metrics for the reason for quick and simple data sharing between sales and accounting.   No more errors caused as a result of manual and duplicate data entry Readily available data that will help the sales team to improve sales processes by tracking expenses, creating reports, and drawing actionable insights.  How to Integrate Salesforce and QuickBooks? Integration can turn out to be extremely complex if you try to do it on your own. To ensure seamless integration of Salesforce and Quickbooks, it’s important to use an API or a third-party application that could be availed from Salesforce AppExchange. However, it’s important to do ample research regarding the features and capabilities before selecting the right application that could aid in integrating data between both the software. Quick Wrap-up: Salesforce and Quickbooks are the undisputed leaders in their respective domains. Integrating these two robust tools will not just enhance the efficiency of both the platforms but will also augment business productivity and growth. However, to receive a positive outcome out of the integration, it’s prudent to get in touch with a reliable Salesforce consulting partner who has experience providing integrations for Salesforce and Quickbook online.

The advancement in technology has paved way for robust communication tools, which in turn has bridged the gap between an organization and its end users. One such communication tool that has become an essential aspect of multi-channel marketing is the smart SMS app. While SMS owes its popularity for being the most preferred communication channel due to its great penetration power, the robust Smart SMS app that is built on the Salesforce platform takes marketing to a new-level. This robust App enables organizations to run Single and bulk SMS/ MMS campaigns. The app empowers sales teams to reach out to more customers quickly due to the presence of features like customizable SMS templates, automation through workflows, Pardot Integration, and more. Besides quicker customer reach, the smart SMS app can help companies spearhead their business promotion journey by effectively engaging with their customers.  Benefits of Smart SMS App for Businesses The smart SMS app besides empowering organizations to communicate effectively with their customers and prospects via individual/ bulk SMS or MMS also helps them to market their products and services in a quick, easy, and efficient way. It is indeed one of the best SMS apps for Salesforce that can help businesses penetrate a wide customer base through short and informative texts instead of long emailers. The app is available on the Salesforce App Exchange and can be used by small and mid-sized organizations looking to increase their sales and revenue.  Some of the efficient features offered by this robust app include the following: Home Page Displays Incoming SMS: The smart SMS app helps sales reps to view incoming messages on their Salesforce CRM home page. Sales reps can now take a quick glimpse at the client’s response thereby reducing the chances of missing out on messages shared by clients.   Automatic Response: This feature allows the setting-up of autoresponders that can provide customers with appropriate responses when they are sent promotional SMS or texts related to surveys or contests. This helps in winning the trust and support of the customers.   SMS Scheduler: This feature allows sales reps to schedule different meetings for customers living in different time zones automatically. They can schedule the sending of SMS by setting up the time, date, choosing an appropriate template, and then saving the details. The SMS reaches the intended receiver at the scheduled date and time without the need for physical intervention by the sales reps.   SMS from Report: The smart SMS app offers a feature named ‘Send SMS using Report’ that provides a solution to resolve issues related to unanswered calls and emails. With this feature, sales reps can select the report, and the number they wish to send SMS to. Opt-out Numbers: The OptOut feature helps users to remove the numbers of contacts who do not want to receive any sort of SMS from them in the future. It also allows users to view the list of contacts that have opted out from getting SMS. Whats app Integration: This feature allows users to send messages to their contacts or communicate with them on WhatsApp. One needs to fill in the details such as Name, From Number, and Country Code and Save them after enabling the feature. However, a WhatsApp Business account is required to send messages through WhatsApp. Send Single SMS from the Record Page: Users can send single SMS from the record page including Standard, as well as custom objects. Once SMS configuration for objects is created, users can easily navigate to that particular object and view detail pages of any of its record. SMS Chat View: Users can chat directly from their individual object’s record page. They should click on Setup, and then on Edit Object to view chat. SMS History: This feature allows users to view SMS History i.e. list of Outgoing and incoming SMSes. To view more details of each SMS, users will have to click on the subject.  Quick Wrap-up:  SMS continues to be one of the most-effective marketing tools for organizations looking to create their brand identity through superior customer experience and engagement. The Salesforce SMS app with its advanced features takes brand promotion and engagement to the new level.  So, stay ahead of the competition by making the most of this extremely efficient marketing tool.