CRM

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.

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.