CRM

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.

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.   

The global insurance sector is undergoing a dynamic change due to digital transformation. This digital disruption has forced insurance providers to either make significant changes to their business models or face the risk of being ruined. However, insurers, especially traditional insurers may find themselves at a competitive disadvantage owing to their age-old business models, as well as hefty investments made in infrastructure. In fact any change to their business model might be extremely difficult for some insurers as it may cannibalize their existing business. To create efficiencies leading to higher profitability or a competitive position, insurers are leveraging innovative technology solutions that too without making significant changes to their business models. Insurance regulators are indeed viewing technology as an enabling solution that can help them better realize their mission of warranting a competitive and sustainable insurance market. Today, insurance providers are doing away with traditional customer servicing methods and are opting for robust insurance CRM software that has helped them manage everything from a single place. Let’s take a quick look as to how a robust CRM like Salesforce drives positive growth for businesses that are a part of the insurance sector: Personalized Services: CRM software provides users a great way of increasing the understanding of existing and potential customers. This enables them to provide personalized services according to the unique requirement of every client. Financial service cloud by Salesforce paves way for marketing automation, which enables brokers to nurture leads and then turning them into customers while connecting with customers at the right time, and with the right product advice. Salesforce CRM software for insurance also helps in delivering personalized services to the policyholders. To implement Salesforce insurance CRM software within their business ecosystem, insurance organizations should consider partnering with an experienced Salesforce Implementation Partner. Improve Customer Loyalty: Offering superior customer service is a key way of improving customer loyalty. Insurance companies that have implemented robust cloud-based CRM get access to meaningful insights that are required for providing personalized sales, claims, and service-related interactions for a huge client base. Moreover, a cloud-powered solution can be integrated with different departments such as sales, marketing, etc., which allows staff and clients to connect irrespective of their location thereby paving way for a more integrated environment. Secure Repeat Business: A robust CRM can be leveraged to utilize multiple aspects of a business. This presents a cost-effective way of bringing people together, breaking data silos, providing a single view of customers. This allows insurance teams or brokers to sell (up-sell and cross-sell) more while making repeat sales to existing customers by keeping the need of each customer at the center of communication regarding sales, marketing, and support. Wrap Up: Salesforce CRM software for insurance provides insurance companies an opportunity to support their customers in a way that extends their journey with the organization rather than providing momentary service and support. With competition within the industry becoming fiercer, Salesforce CRM for the insurance sector can make organizations stand out of the crowd. Organizations looking forward to enhancing business efficiency and ROI by implementing Salesforce insurance CRM should should seek assistance from a reliable and certified Salesforce consultant.

Service Cloud refers to a ‘Customer Service’ platform i.e. unique, powerful, and robust customer support application that can be used to track, manage, and resolve customer queries. The platform is built on SaaS (Software as a service) model and can be accessed from anywhere. Why do we need a Service cloud? Customer satisfaction is the most important thing for every company and if your company deeply cares about the customer, then Service Cloud should be your go-to platform for all customer service needs. Whenever a customer raises a concern or issue regarding any service of the product to the company, these tickets are received by a service agent following, in which they deal with all the issues efficiently.  Below are some quick points that will clear all your doubts about the service cloud: 24*7 Support: Service cloud provides 24*7 supports to its customers. Customers can raise a query at any point of time that too without any hassle. Personalized support: The service cloud provides one to one communication between the customer support team member and the customer. Because of this direct conversation, the customer can easily convey their problem and get resolutions while ensuring that the service agent has all the necessary details required to resolve the query raised by the customer.+ Maximize agent productivity: Service cloud can be accessed from anywhere and due to this feature, agents can provide their support from any part of the world through any medium. They are not restricted to work in any particular environment. This helps in increasing the productivity of the agents. Social Customer Services: The tools for a customer support team to handle cases and support their customers from social channels like Twitter, Facebook, and website. Customers can post their queries over these social platforms and will get the resolution for the same. Security: Data is a very essential part of the organizations and thus data security and confidentiality hold a lot of significance for organizations. With Service Cloud, organizations can ensure the safety and security of their data. Features of Service Cloud: Listed below are some key features of Service Cloud: Multi-Channel Support: The service cloud provides so much flexibility over a communication medium to its customers. They can email their problem; they can do live chat, make a call, or even can post their problem over social media platforms. Similarly, for resolution, they can choose any medium according to their convenience to discuss with the agent. Service Console: A service console is a salesforce application for users to work in a fast-paced environment. The console is a dashboard-like interface, where all the information such as customer profile, case histories, etc are complied at a single place. It saves response time for agents as they can quickly find, update, or create records. Knowledgebase: It is like an online library of service and support information. This feature allows agents to quickly find the solution, and provide them to customers. Community: Community is a platform made by a group of people to share information and help customers. It is a self-service portal for customers where they can find everything they need, from knowledge articles to user forms and even customer support. Case Management: Whenever a customer raises a query it can be treated as a case in Salesforce. Case management is necessary for agents to track, manage, and resolve those cases efficiently. How to access Service Cloud? Here is how you can access Service Cloud: Login to login.salesforce.com Create a Salesforce Console App Choose its display Customize push notifications Grant users Console access- Sc Users Services provided by Service Cloud: In-Service Cloud, case tracking or management and knowledge bases is one of the essential features or services. Case Management in Salesforce: Taking care of the customers is the most important task and the case management functionality helps in properly managing this aspect. Whenever a customer raises a query in Salesforce it is treated as Case. Case management deals with customer service, providing support and resolutions to their queries. Case management helps users to record, track, and solve issues of customers. Cases can be created and resolved through multi-channel and it can be further classified into three types: Email to Case: Email to Case helps you to create a case when an email sent by your company’s email address such as abc@learning.com. These generated cases will be displayed in ‘Email related lists’. Web to Case: Web to Case allows users to submit Cases directly to the Customer support group by filling a simple web form. Users need to fill some required information in the form i.e. name and Email address. Escalation and Auto response: Case escalation rules are used to reassign and notify the individuals if a case isn’t closed within a specific time. Also, you can configure auto-respond to the cases. Use case on Case creation:  Tim is having an issue with his laptop and he needs to get it fixed as soon as possible as he has a meeting in the next 1 hr. Let’s see how he raises a case regarding the problem. Step 1: Login into Salesforce and select ‘Service’ app Step 2: Click on the ‘Cases’ tab. Step 3: Click on the ‘New’ button Step 4: Fill all the required information on the ‘Case’ window Conclusion: In every industry customer satisfaction is very important. Every customer looks for a quick resolution of their issues, and if companies can satisfy the customer with their effective and prompt services, then it can tread a path of success and growth for organizations. Service Cloud allows organizations to collaborate with their customers on a single platform while providing effective solutions to their problems. Service Cloud helps organizations to provide better customer support by providing numerous types of features and services. With the help of these features, service agents can help customers in a better way and can provide them a superior customer service experience. About Girikon: As a reputed name in the Salesforce consulting and implementation space, Girikon offers high-quality services to clients across the globe. Over the years, the company has expanded its presence across the globe by establishing offices across UK, Australia, USA and India.

XML stand for Extensible Markup Language which is easy to read by human and machine both, it is saved with.xml extension and have markup symbols to describe its file contents like HTML. XML file should be well structured and have proper opening and closing tags, it is considered as a kind of database in itself. It always start with <?xml version=”1.0″ encoding=”UTF-8″?> which contains its version and the encoding, changing the encoding will let XML to treat special character differently. JSON stand for JavaScript Object Notation, it is language independent data format and used in exchanging data between a browser and a server. It is text based representation of structured data which is based on key-value pairs. We can convert any JSON into JavaScript and vice-verse. Note: Before reading any file make sure it is not password protected. I am reading below file               tFileInputXML tFileInputXML component Reads an XML structured file row by row to split them up into fields and sends the fields as defined in the schema to the next component. tFileInputXML component has a few basic properties that needs to be check/uncheck to process data for proper formatting. In ‘Edit Schema’ we need add one column with type, ‘Document’. Then in ‘Loop Xpath query’ option we need provide tags within XML file, e.g “/”, a simple backslash means file will be read from beginning to end or we can also provide “/root/value” now under ‘mapping’ in “XPath query” we can provide similar “/” node value to fetch values of all tags. tXMLMap TXMLMap is similar to tMAP component, it is an advanced component fine-tuned for transforming and routing XML data flow (data of the Document type), especially when processing numerous XML data sources, with or without flat data to be joined. In tMap component if we already have XML file, we can import it by right click on doc and select ‘import from XML file’ the schema will be automatically created. In this we have to set loop element, in the above image loop element is ‘value’, so iteration will happen based on ‘value’ tag. tAdvancedFileXMLOutput tAdvancedFileOutputXML outputs data to an XML type of file and offers an interface to deal with loop and group by elements if needed. tAdvancedFileOutputXML can be used in place of tXMLMap. In above image ‘entidad’ column is set as loop element, so iteration will happen on this tag. ‘@id’ is called attribute which means it is sub-element of entidad and we can’t add sub-element under it whereas ‘direction’ is also sub-element of entidad but we can add sub-element under it as we can see in above image. tFileInputJSON tFileInputJSON Extracts JSON data from a file and transfers the data to a file, a database table, etc. JSON stand for ‘JavaScript Object Notation’ is a lightweight data-interchange format and It is based on the JavaScript programming language. ‘Edit schema’ will contain all columns. ‘Read By’ will have 3 options out of which we are taking ‘JsonPath’. We can check ‘Use Url’ if Json file need to be fetched from any website else keep it uncheck. ‘Loop Json query’ is appearing because we have selected ‘JsonPath’ in ‘Read By’ property above, it will have path of tabs in file, please see Json file before this. In the ‘book’ tag we have 4 attributes which needs to be extracted. tFileOutputJSON tFileOutputJSON receives data and rewrites it in a JSON structured data block in an output file. Below is the file format that we are going to convert into JSON file. ‘Name of data block’ is what comes in JSON at top, see below image. Edit schema will have all column that need to be mapped. Output JSON file: While working on Talend if in case we came across some issue which is not possible to resolve at our end we can raise it to Talend community on this link. Their team will help in solving the problem. About Girikon:  Girikon is an IT service organization, headquartered in Phoenix, Arizona with presence across India and Australia. We provide cutting-edge Salesforce consulting services and solutions to help your business grow and achieve sustainable success.