Salesforce Consulting

When we talk about Salesforce projects that actually work long term, the conversation usually ends up being less about features and more about people. These are the best Salesforce consultants in USA, the people who design, implement, and keep the thing running when our teams are busy doing their day jobs. In the USA, there are hundreds – actually thousands – of salesforce consulting partners and freelancers claiming to be experts, which is exciting and also a bit overwhelming at the same time. So the real question for us becomes: how do we find the right consulting partner in that crowd, and then actually work with them in a way that leads to a Salesforce org we’re proud of, not one everyone quietly avoids? Why the Right Consultant Matters More Than the Right Feature Salesforce can do a lot. Sometimes too much. Most “meh” or failed implementations don’t happen because the platform is weak; they happen because the solution was badly scoped, over engineered, or just not aligned with how the business really runs. A strong consultant or partner helps us: Turn business problems into clear requirements and a realistic roadmap. Decide what belongs in phase one and what should wait. Keep the org clean instead of layering hacky workarounds. Make sure admins, users, and leadership are all on the same page. Recent reports on the US Salesforce ecosystem show that demand for consultants has surged – some analyses suggest a 70%+ increase in consultant demand over the last couple of years, and a big chunk of Salesforce related roles are now in consulting and services. Kind of makes sense: as the platform grows more complex, it’s harder to “wing it” alone. Step 1: Get Clear on What We Actually Need Before we even start searching salesforce partners on AppExchange or LinkedIn, it helps to get our own house in order. “We need Salesforce help” is way too vague. A simple framing: What hurts the most right now? Leads sitting in spreadsheets or inboxes. No single view of accounts or customers. Service teams drowning in disjointed email threads. What’s in scope for Salesforce? New implementation from scratch. Expanding from Sales Cloud into Service Cloud or Experience Cloud. Cleaning up and rebuilding an existing org that’s grown messy. What constraints are real? Budget bands (not fantasy numbers). Deadlines tied to a quarter or product launch. Internal capacity for admin, data, and change management. Even a one page doc summarizing our problems, goals, and constraints will make partner conversations sharper and much less fluffy. Step 2: Where to Find Solid Salesforce Consultants in the USA Now, where do we actually look? Because typing “Salesforce consultant USA” into Google gives us a tsunami of options. Some of the best starting points: Salesforce AppExchange Partner Directory Filter by region (United States), product expertise, industry focus, and customer rating. Read the reviews and case studies; don’t just stare at the badge count. Salesforce community spaces Local user groups, community events, and online spaces like Slack communities and forums. People here will tell you which partners show up, deliver, and communicate like adults. Referrals and peer networks Ask other companies – especially similar size or industry – who they used, what worked, and what they would avoid next time. Our goal at this stage isn’t to pick “the one.” It’s to build a shortlist of salesforce partners who make sense for our size, industry, and cloud mix. Step 3: Boutique vs Big Firm – Choosing the Right Shape of Partner In the US, the Salesforce partner landscape is a mix of large global integrators, mid tier consultancies, niche boutiques, and independent experts. Each comes with trade offs. Here’s a quick comparison: Partner Type Typical strengths Common watch outs Large global firm Big teams, strong governance, multi cloud + multi region experience Higher rates, more layers, risk of feeling like a small client Boutique USA partner Hands on leadership, faster communication, niche/industry expertise Smaller bench, capacity constraints in peak periods Solo/small specialist Direct access to a seasoned expert, flexible engagement models Single point of failure, limited backup or redundancy To be fair, not every organization needs a massive global firm. For many mid market companies, a specialized boutique that knows their industry (SaaS, healthcare, manufacturing, non profit, etc.) often delivers better value in less time. Step 4: What sets the Best Salesforce Consultants apart The phrase Best Salesforce Consultants in USA sounds like a ranking, but in reality, “best” depends heavily on context. Still, there are some traits that show up again and again among consistently good partners. Look for teams that: Talk business outcomes, not just objects and fields They ask about revenue targets, churn, CSAT, cost per case – not only “What objects do you want?” Show real examples with numbers Instead of fluffy promises, the good ones bring real examples. Things like, “We cut average handling time by a third,” or “Lead follow up went from days to hours.” Little, specific stories. Anyway, those concrete wins say more than a hundred buzzwords. Have depth in our specific Salesforce products If our project is mostly Service Cloud + Experience Cloud, we want more than generic Sales Cloud experience. Understand the AI and data side As Salesforce pushes more AI features and Data Cloud, partners who can tie these to ROI (not just demos) matter a lot. Red flag: they never ask about adoption, training, or business KPIs – and only talk about “building functionality.” Step 5: Budget and Pricing – Keep It Grounded From this point on, the money conversation becomes pretty real. Salesforce work in the US can get pricey – fast. And, honestly, the consulting piece is usually a big slice of that pie. Most market snapshots put US Salesforce consulting rates on a wide spectrum – solo freelancers might start around a few dozen dollars an hour, while top tier firms can charge several hundred for senior architects. Large, multi cloud rollouts? Those can easily climb into five figures, sometimes more, especially once we add AI, integrations, or messy data migrations into the mix. Kind of makes you think how important scoping is. What really drives the price: Scope size and how “fuzzy” it is. How many different clouds and external systems are part of the picture. How senior the team is and where they sit – fully US based, nearshore, or a blended global squad. Common ways partners bill: Fixed scope projects for well defined work. For billing, one common model is time and materials. That’s where we pay for the hours actually used, which is great for evolving or agile work… as long as we keep an eye on it. Monthly retainers for ongoing admin and enhancements. One simple rule helps: when we see a quote that is far lower than everyone else, it usually means something important has been left out – either in the scope or in the level of experience. Step 6: Working Together Day to Day Once we sign, the way we team up with the consultants becomes just as important as who we chose. Things that really help: One clear internal owner Someone inside our company who makes decisions, clears blockers, and represents the business. Simple roles and responsibilities Who owns data prep. Who runs testing. Who signs off. Who speaks for frontline users. Agreed rhythms Weekly or bi weekly project check ins. A shared space for updates (Slack, Teams, etc.). A regular steering call for bigger decisions. When we talk about milestones, it helps to go beyond a simple “done or not done” view. For each key piece, we want it not only configured, but exercised with real users, tweaked based on feedback, and then formally signed off. Built, tested, tuned, approved. In that order. A strong consulting team keeps the project progressing, even when our own teams are tied up with their everyday work. They quietly nudge things forward. And they bring up potential problems early – before those issues grow into something ugly near the end. Step 7: A Simple 3 Lens Check for Partners To stop the selection process from feeling fuzzy, we can run every serious contender through three simple lenses. Product fit Do they have real, recent experience with the exact clouds and add ons we plan to use – Sales Cloud, Service Cloud, Experience Cloud, CPQ, Data Cloud, AI features, and so on? Process fit Do they actually understand how our sales, service, or operations work today, and can they explain their approach in our language instead of only “Salesforce speak”? People fit Do we feel comfortable with the people who will be in our workshops and channels week after week? Can we imagine working alongside them for a year without constant friction or second guessing? If one of these areas is a clear miss, it’s usually wiser to keep looking than to hope it “sort of works out later.” Step 8: Classic Mistakes to Avoid Even well run teams fall into similar traps when bringing in Salesforce consultants in the US. A few to watch for: Jumping in without a real discovery phase Skipping proper workshops because “we already know what we need” often leads to surprises, rework, and frustration. Treating end users as an afterthought If sales reps, support agents, or field teams only see the system right before go live, we almost guarantee low adoption. Designing for slides, not for daily work It’s easy to end up with impressive dashboards for leadership while the people who actually use Salesforce every day struggle with cluttered screens and confusing flows. Most post mortems on weak implementations point back to the same root causes: blurry goals, uncontrolled scope changes, poor data, and no clear owner for long term success. Step 9: Think Beyond Go Live Salesforce is not a system you configure once and then never touch again. It changes as our business changes: New products or services. New markets or regions. Mergers, restructures, and new teams. Fresh AI features, automation options, and integrations. The partners who really add value understand this. They don’t treat the relationship as a one off build. They act more like an extra squad that grows and adapts with us – helping refine data, simplify processes, and gradually introduce new capabilities instead of dropping everything at once. So when we talk about the Best Salesforce Consultants, especially in the US, it helps to ask a different kind of question set: Are they steering us toward smaller, outcome driven releases instead of massive, risky “big bang” builds? Do they talk about training, change management, and user buy in as much as they talk about automation and AI? Are they focusing on metrics that matter – revenue, efficiency, satisfaction – more than on how many user stories or tickets they can log? If we can honestly say “yes” to those, we’re not just buying time. We’re building a relationship that can support our Salesforce setup – and our teams – through the next few years of change, whether that’s new AI tools, shifting markets, or whatever else comes next. And that’s the real difference between “we ran a Salesforce project once” and “Salesforce is now a core part of how we actually run the business.”

​ Most businesses have realized the significance of going digital. However, the digital landscape is extremely competitive and sustenance requires businesses to automate their processes while ensuring operational efficiency. This is where the need for a robust CRM arises. As a cloud-based platform, Salesforce enjoys huge popularity and widespread adoption. However, unlocking the actual potential of a Salesforce platform can be challenging for businesses without the support of a Salesforce professional. It’s crucial for organizations to partner with a reliable and experienced Salesforce consultant that can help them overcome their limitations and unlock the immense potential of this platform.  A consultant can provide necessary support and guidance regarding upgrades and customizations that can make your organization more productive across your business processes. Their ability to troubleshoot problems through Salesforce can help you deal with unique challenges while figuring out solutions that will help your business flourish. Why Should You Engage the Services of a Salesforce Professional? A Salesforce consultant has extensive experience in handling this robust customer relationship management (CRM) platform. Being professionals, they remain up-to-date on the latest product upgrades and applications while ensuring quality, productivity, and reduced costs. The services offered by a reliable Salesforce consulting partner include more than just the basic platform functions but can also help create custom tools, manage integrations, and leverage the complete capabilities of the platform. From nonprofits to building services to businesses in the financial and healthcare sector, almost every industry can take advantage of these optimizations. Listed below are some of the key benefits of Hiring Salesforce Consulting services: Data Migration from Other CRM platforms to Salesforce: If you haven’t used Salesforce before, you would not just require setting it up for the first time but also migrate your data from an outside source. A professional can help you set up the CRM seamlessly besides managing the migration in a way that every component is handled optimally. Additionally, they will help you keep your data organized and clean so that it becomes easy for you to sort through them. Setting Up Customized Dashboards: To draw maximum value out of your CRM, it’s important to get your dashboard customized. For creating customized dashboards based on your business needs, Salesforce offers multiple options. However, creating customized dashboards in Salesforce isn’t easy and requires custom fields for accommodating certain tools and calculations, which your team might require to find quality leads. A professional service provider can enable you to design a dashboard as per the unique needs of your business, which will maximize data analysis and ultimately give a boost to your business. With a dashboard, it becomes easy to filter your data, quickly find the information you require, and track your prospects. Providing Training and Support: The upgrades and updates of Salesforce make the platform valuable. However, several organizations struggle to keep up with these changes. To understand which upgrades will have the maximum benefits, you must consider getting in touch with a reputed consultant who will manage essential updates and upgrades for you that will increase productivity and benefit your unique. They also assist in training your employees so that user productivity on the platform increases. This will empower your team to bring in more customers and close more deals. Proper support for training and Salesforce implementation will allow everyone to work more efficiently. Maintaining an Organized System:  Data gathered by sales reps when organized from time to time plays an important role in upholding the usefulness and functionality of the Salesforce platform. Some organizations end up deserting their Salesforce integrations when their data becomes unsystematic and unmanageable. This problem usually arises when several sales reps log in at the same time and enter records incoherently. An experienced Salesforce partner can help by auditing the records while preventing a buildup of unusable records. They also help in sorting data and taking necessary steps to prevent the accrual of glitches in the first place. They can assist in the creation of custom wizards that will guide sales reps through data entries, creating uniformity and consistency within the data entry irrespective of who created the entries. Custom wizards can be used to streamline the Salesforce quoting process, which requires several steps and doesn’t assure uniformity. Augments Your Ability to Find New Leads: Salesforce empowers your sales reps to collaborate easily with prospects and several new customers irrespective of where they are. The robust CRM promotes communication skills along with collaboration within teams thereby boosting productivity, as well as the ability to find leads. Salesforce consultants play a significant role in motivating your internal sales team members. You can create healthy competition among your sales reps through gamification. Based on key metrics from the CRM, consultants can help create leaderboards so that all your sales reps can view each other's results, as well as bests in different categories. Final Words: Salesforce has emerged as the number one platform in the CRM space. With its wide array of features and functionalities, Salesforce has become the preferred choice of businesses. However, to make the most of this amazing platform, it’s important to partner with one of the best Salesforce consultants who can take customer communication to a new level. They can help businesses utilize the tools that can automate processes and ensure operational efficiency.

At the peak of COVID-19, merchants were making decisions in haste to provide the products and services that customers needed. Today, when the world is far more at ease, these makeshift solutions are now intensifying as shoppers have a plethora of options driving expectations to an all new high. Additionally, their patience is very limited now. In fact, research data across over 2000 retailers suggests that 80% of shoppers are very likely to abandon them after three bad experiences. Merchants need deeper the insights into customer behaviour to scale up their business. Here are top 4 trends that have been observed across the world on how the retail landscape is changing. Trend 1: Shopping journeys get more complex During the 2 years of COVID, three types of digital channels grew their transaction share by almost 40%: brand websites, retailer websites and apps, and online marketplaces. This of course includes transactions through their apps as well. In the process, associated channels like delivery apps, social media, and messaging platforms have also become prominent players in the digital commerce eco system, with a growth of over 20%. As the range of shopping channels continues to expand, shopping journeys have got more and more complex. The purchasing journey has become fragmented and complex. It is imperative for brands and merchants to develop a one-on-one relationship with customers across platforms namely social media, messaging platforms, and video to stay relevant. Social media, influencers, and messaging apps have become hugely popular today for product discovery. For making a purchase, social media, digital wallets and email are the leading digital destinations. And when buyers need customer support, they mostly turn to chatbots and social media. Trend 2: The store goes digital Although transactions through brick-and-mortar stores decreased significantly during the pandemic, the physical store still plays an important role in the shopping journey. In fact, reports indicate that over 80% of the global merchandise sales happened at physical stores in 2020. The primary reasons shoppers prefer to visit a physical store are firstly, to touch and feel the product, secondly one gets immediate delivery of the merchandise and finally to avoid logistics costs. However, shoppers today are blurring the lines between digital and physical channels while they are in the store. Many shoppers today research about a product on the retailer’s app while still being in the sore before making a purchase. To compliment this trend, brands and retailers are connecting the in-store experience with an increasing number of digital touchpoints. The role of the store associate is growing as well. At the peak of COVID, store associates evolved from the routine scanning and bagging to becoming customer service reps, product recommenders, and brand influencers. And these roles are more than likely to stay, which makes the role of the store associate in the customer journey far more intriguing. Trend 3: The loyalty game has gone a few notches up Loyalty programs are continuously evolving based on shopper expectations. Although a points-based loyalty program is still the most preferred method today, data indicates that younger generations are seeking a more experience-based journey that establishes a deeper connection with the brand. Millennials today value exclusive access to limited products and richer experiences far more than ever when it comes to loyalty programs. Shoppers are also seeking rewards for their transactions. They are willing to take a further step such as downloading an app or writing an online review and sharing personal information like their birthday or phone number for a more personalized experience and loyalty benefits. Trend 4: Brands and Retailers and brands fast track unified shopping experiences Most customers expect brands and retailers to recognise their unique needs and expectations, but only a portion of them have the capability to turn data into personalized offerings in real time across channels and touchpoints. To address this customer expectation, and to address the challenges associated with delivering that expectation, retailers and brands are adopting a threefold approach: HIRING MORE DATA SCIENTISTS Retailers are actively working to hire more data scientists. And this trend is expected to grow further into 2023. This trend that brands and retailers have the opportunity to overhaul their loyalty programs to meet the rising customer expectations and their openness to share personal data. ADOPTING A UNIFIED ENGAGEMENT PLATFORM Many retailers and brands today are already in the planning stage for such a platform, which allows them to access and monetise customer data by engaging with them at a deeper level. UPGRADING POINT-OF-SALE TECHNOLOGY Going forward, the pint of sale (POS) will become a critical part of a unified customer engagement platform. In fact, new retailers are already adopting this approach and are moving to a cloud solution. The in-store digital experience is key for engaging with customers and driving sales. Here are some tips on now to enhance customer experience. Empower associates with the tools that drive sales As we mentioned before, store associates are adopting extended functional roles such as customer service, ecommerce, and social media experts to engage with shoppers. To be able to wear multiple hats successfully, store associates need access to customer data along with user friendly digital tools. This is where a CRM platform like Salesforce comes into play. Associates can access complete customer profile with information on purchase history, buying preferences, demographic data, customer satisfaction score, and more. To get associates up to speed quickly, Salesforce provides digital learning platforms like myTrailhead that bring associates up to speed on how to handle every aspect of digital and physical transactions. Brands and retailers can reskill associates for routine store tasks such as picking, sorting, packing, and shipping to support the fulfilment journey. Store managers can learn to use digital tools to analyze data, access insights and act on them faster than ever. Maintain real time inventory levels The greatest enemy of customer satisfaction is out-of-stock inventory.  Most shoppers are interested in pre-ordering new or out-of-stock items. This is especially true for fast moving items. Stores can manage inventory levels with a flexible and robust order management system. The order management system connects data across your warehouses and stores to give associates the most accurate status of current inventory. That translates to happy customers. Offer multiple digital payment options Customers need more payment options, period. Having just a credit card machine won’t do. In the era of digital, stores need payment types that are minimally invasive and streamline checkout for customers. Level up store fulfilment During the peak of the pandemic, there was a scramble to buy online or pick up in store. In fact, some retailers even turned some of their stores to micro-fulfilment centers. Make sure to: Clearly communicate important details to customers, such as where to pick up their items from and when. Clearly communicate to customers what identification they need to provide to pick up their orders  Establish a seamless connect with customer service channels so that shoppers can easily chat with an agent to resolve any issues Offer personalized product recommendations to customers based on their purchase Augment customer service across channels with a personal touch Customers love the physical experience, personal touch and immediacy that is intrinsic to in-store shopping. It will be wise extend that experience to your customer service channels. And one of the best ways to achieve this is to train associates by having them help out customer service agents during peak season. Another important consideration is to encourage self-service for customers. Keep your help centre up to date for customers to find their way around. Integrate workflows that guide customers through tasks like how to initiate a return to a nearby store. Use AI-powered chatbots to scale support during sales or holiday seasons. Lastly, adopt asynchronous modes of communication like messaging apps. They keep the conversation going and provide a history of past interactions. Train associates and empower them to resolve customer issues over digital channels and incorporate customer feedback to evolve the experience. Develop a loyal customer base, especially in the era of vibrant social media. Girikon is a Gold Certified Salesforce Consultant and can help you set up a strategy to connect with your customers like never before. Questions? We’ll guide you to the right path CONTACT AN EXPERT

Background The manufacturing industry is a vital cog of the global economy. Globally, manufacturing output exceeds $35 trillion across the 34 largest manufacturing regions. This sector is also on the verge of renewed productivity, innovation and efficiency as technology innovation heralds the next generation of manufacturing in an connected ecosystem powered by intelligent analytics. Salesforce Manufacturing Cloud was designed with an intention to help drive this transformation with a solution specifically designed for manufacturers to unify accounting and forecasting for greater transparency and collaboration across their entire ecosystem. This unified platform provides a clear view of customers with account-based forecasting solutions that enable them to precisely forecast, plan, and drive improved business outcomes. What is Manufacturing Cloud? Salesforce Manufacturing Cloud is a new offering from Salesforce, specifically designed for manufacturers. It is an AI-powered, cloud-based manufacturing platform, built to take the industry to the next level of digital innovation. Unify customer-centric operations across the organization Prebuilt objects, frameworks and processes for manufacturers Unmatched innovation, including minimal-code tools and integrated AI Helping manufacturers align sales and operations One of the key success criteria in the manufacturing industry is building great products great products and meeting market demand with efficient production and fulfilment. The first step in that process is to ensure accounting teams have holistic visibility of the book of business for a customer. That includes ongoing business, business run rate and potential opportunities. This visibility translates to more accurate forecasting, more predictable outcome, and eventually, more revenue. Predictability is the top priority for all stakeholders in the manufacturing ecosystem. Customers want to be sure about pricing, availability and delivery; distribution partners need efficient delivery channels; sales teams need pricing based on real-time volume assumptions; and operations teams want to build and procure components based on the most accurate forecasting. To achieve all this, manufacturers must have a clear understanding of the entire shipment history of a customer, current production plans, and production forecasts. One of the key challenges most manufacturers face is information and data stored across multiple systems such as ERP, CRM and SCM. And with the involvement of various teams, the whole process faces resistance and makes the sales and operations process hazy. And to make things worse, those closest to the customer- sales and distribution partners are not accurately represented. In the current manufacturing ecosystem, there is gaping opportunity to link customers, sales teams and distribution partners to change the entire operational paradigm. Going forward, manufacturing leaders around the globe will set a new standard for connection and engagement with their customers. To achieve this would require complete access to previously stored data and to be able to extract insights out of that data. How Manufacturing Cloud works Manufacturing Cloud was created to align sales and operations, to improve the sales forecasting process for both current operations as well as new business opportunities, and to extend the new process to partners. Here’s how.  Sales agreements allow manufacturers to unify current business with data stored in external systems such as ERP with agreement terms so both accounts and operations teams have a 360-degree view of the customer. Sales agreements are automatically updated with changes, thus providing a single source of truth. Account teams can now manage the full sales agreement cycle with clear visibility into promised and actual order volumes. They can also view the performance of the agreement vis a vis the forecast and other metrics. Account-based forecasting provides insights across the business to allow operations, sales and finance teams to get more accurate forecasts. Account teams can easily update changing customer needs based on market demands, which in turn allows the productions team to adjust plans and estimates in real time, thus making transactions, profits, and revenues more predictable. Many manufacturers also sell their products through a fleet of distributors and dealers who have feet on the ground and true knowledge of changes in customer demand. Manufacturing Cloud integrates them into the forecast process with a pre-built collaboration driven community template.  With this revolutionary capability, manufacturers now have an opportunity like never before to get real-time insights into product and customer performance, and the agility to translate these insights into action.  That’s the hallmark of an agile business. Intelligence at the core Manufacturing Cloud is a key part of Salesforce’s design philosophy – Customer 360, which allows manufacturers to deliver smart field services, channel management, B2B Commerce, and much more, on a single platform across their business. One new feature of Manufacturing Cloud is Einstein Analytics for Manufacturing. Account managers can now get intelligent analytics with KPIs across important data sets like account health, market penetration, price information and demand insights. By unifying and analyzing these data points, account managers can proactively engage with customers to grow the relationship. Also, by identifying these key trends, account managers can recommend upsell and cross-sell opportunities. The analytical ability is integrated directly into the business process of the account teams that provides real-time insights into sales agreements, forecasted performance, and customer interactions to predict the overall health of the business relationship. In the past, account teams obtained this information in chunks from different sources and in various formats, and often outdated. With Manufacturing Cloud, manufacturers now can embed it into their entire business process. With Einstein Analytics the platform is flexible and adaptable to cater to changing business needs. The insights around products and customers, will drive forecasting accuracy. Manufacturers today need to navigate greater complexity and the disconnected manual systems of the past won’t work in todays connected world. Leading manufacturers are Manufacturing Cloud enables all manufacturers to do capturing, integrating, and analysing data from across their organization to drive better business outcomes. All that with a single platform for unifying, exchanging and acting on information. It’s the force driving digital innovation and the next generation of manufacturing leaders. How can Manufacturing Cloud help my business? Unify the digital journey on a single platform. Build a unified view of your entire business, transform service experiences, simplify partner engagement, and make data-driven decisions with Customer 360. With Manufacturing Cloud you can strengthen partner engagement, streamline and monetize service, unlock data for greater impact, and increase employee productivity and agility. MODERNIZE COMMERCIAL OPERATIONS. A unified platform will accelerate your sales cycles makes it easy for customers to do business with you: Manage recurring business on a single platform that is designed for manufacturers Track performance against sales agreements Forecast demand SIMPLIFY PARTNER ENGAGEMENT. Suppliers and partners are key elements of the manufacturing value chain. Improve performance with: Streamlined and collaborative business processes Shared visibility of agreements, orders, cases and forecasts Channel incentive programs TRANSFORM THE SERVICE EXPERIENCE. Manufacturers need to offer unified experiences to customers, partners, and employees. Transform your experiences by: Automated service processes and self-service to Improving satisfaction Improve field service performance while minimizing disruption Discover new service revenue streams on a unified platform ENABLE THE WORKFORCE OF THE FUTURE. Attract top talent and empower them by providing employees with the tools to do their work from anywhere: Deliver productive, collaborative experiences on a single platform Scale expertise through knowledge and information access, analytics, and AI Ensure compliance and drive efficiency with business process automation UNLEASH YOUR DATA. Unlock disparate data and make faster, smarter decisions with AI-driven intelligence: Deliver data when and where it’s needed across your business Acquire insights with integrated analytics and AI Transform insight into action by engaging on a unified platform Key Features of Manufacturing Cloud                 Forecasting Frameworks Get a complete view of predicted volumes and demand.   Sales Agreements Build a source of truth for your business.   Manufacturing Data Model Loaded with prebuilt objects, frameworks and processes for manufacturing.                   Embedded Analytics Make quick, informed decisions with out-of-the-box dashboards     Digital Process Automation Deliver manufacturing centric experiences and automation.     Rebate Management Grow trusted relationships with channel partners with powerful incentive programs.     Want to know more about Manufacturing solutions from Salesforce? CONTACT AN EXPERT

In today’s context of COVID19, institutions across the world have been compelled to rapidly adapt and innovate in order to survive. Education is going through a phase of digital transformation. Education leaders are investing in new business models and digital-first strategies to drive learner and institutional success, from anywhere. Education Cloud Education Cloud provides the digital foundation to deliver a 360-degree experience to students, faculty and staff throughout the learning lifecycle. Teams across various processes through the learning journey can use an integrated platform to drive success from prospect to alum. With Education Cloud, institutions get access to actionable insights for every student. Staff can now support students with personalized experiences and build lifelong relationships and spend less time gathering data. Additionally, with Education Cloud your institution can leverage the latest innovations across the Salesforce platform and deploy customised, scalable, purpose-built education solutions to cater to your evolving needs. Bring together recruitment & admissions teams around potential students with Education Cloud Understand and predict student needs throughout their education lifecycle. Quickly move to a digital-first strategy to accelerate transformation. Manage your data Integrate data from legacy systems and external sources into a single platform and boost the student experience. Unify experience Deliver a complete and unified student experience- from recruitment to alumni. Create an online community Respond to student needs in real-time in an agile framework with community driven architecture. Support your students Provide scalable student support with Einstein powered chatbots and recommended actions when required. Supporting the full student journey. Salesforce for Education Salesforce Education Cloud is a powerful suite of scalable, customisable solutions based on the community-driven Education Data Architecture (EDA). It has been designed with decades of experience transforming educational institutions, empowering them to quickly move to a digital-first strategy to accelerate transformation. Mulesoft and Tableau – Salesforce products that work best with the Education Industry Mulesoft allows the integration of legacy apps and data, enabling your solutions to connect on a single platform. Tableau delivers accurate, real-time visualization of student data, and Salesforce Education Cloud draws on Einstein AI to provide automated support and recommendations on next-best actions to support students. With Salesforce Education Cloud you also get access to AppExchange and online learning platform Trailhead to extend your capabilities. A look at Tableau and what you get from it. Deeper visual analytics with Tableau Tableau allows institutions to visualize their data clearly and make informed decisions to drive their business forward. Faculty and staff have access to dashboards where they can see a 360 view of their institution and detailed categorised metrics to understand the health of their day to day operations. Live institutional data is pulled from multiple sources across departments and platforms. Using auto filters, institutions can get a deeper look into their data including all the students in their pipeline from prospects to alumni. When interacting with this data institutions can see the different interests and engagements between incoming and current students. Taking a closer look into student metrics, you can view changes in engagement over time and by location. And by simply dragging and dropping the students’ assignment scores under color, institutions get deeper analytics into their performance of each program and engage with students on additional academic programs. Without any need for code, institutions can now quickly and easily get 360 degree view of the current and future needs of their organization. Gain valuable insights into data and power your institution to drive deeper conversations with your students, faculty and staff. Become a connected campus. Deliver personalized engagements, proactive advice, and connected experiences that students have come to expect — the moment they express interest in your campus. Let’s take a look at how Education Cloud empowers institutions with 360-degree views across the entire student lifecycle. Recruitment and Admissions Salesforce for Recruitment and Admissions Find and engage best-fit students, optimize processes, get insights on the enrollment funnel, and guide every student for success. Unify data, get actionable insights, and collaborate across teams with Admissions Connect, a product designed to make the entire application process smarter and provide a 360-degree view of prospective students. Image Source – salesforce.org The Student Experience Salesforce for the Student Experience Maximize student engagement, streamline services, deliver smart advisory experiences, and unlock career prospects. Promote smart engagement with Student Success Hub, a product that transforms collaboration, and enables you to understand students better, and facilitate successful outcomes for students Image Source – salesforce.org Advancement & Corporate Relations Salesforce for Advancement Foster trusted relationships with your constituents, upgrade your fundraising processes, augment personalized engagement with donors, and drive efficiency of your operations. Image Source – salesforce.org Marketing & Communications Salesforce for Marketing and Communications Unify people, processes, data, and insights that drive connected engagement at scale. Image Source – salesforce.org Faculty and Staff Experience Salesforce for Faculty and Staff Salesforce helps institutions build great employee experiences through communities and apps. Institutions can build custom marketing campaigns, manage faculty and staff wellness, facilitate volunteering, create virtual advising engagements, and engage donors with a digital experience that accelerates support across your entire campus community wherever they are. Image Source – salesforce.org Institution Operations Salesforce for Institution Operations Drive operational efficiency and streamline processes by seamlessly connecting data and legacy systems, automating workflows, personalizing engagement, monitoring and tracking success. Image Source – salesforce.org Eco System of Support Trailblazer Community Connect with a dynamic online community to get answers, share insight and expertise, and augment your skills. AppExchange Get access to salesforce vetted customizable apps to help you get the most out of your implementation and extend your Salesforce capabilities. Your institution is unique, and Education Cloud is designed to ensure that your path to success is unique too. A certified Salesforce Consulting Partner can help you achieve the goals you have set for your institution. Start on the path of Education Cloud today. Looking for Pricing? Education Cloud provides a unified platform to expand the reach and impact on your campus. Get in touch with our experts today. CONTACT US

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

Compared to other organizations, Nonprofits have to deal with complex challenges that might begin from finding the right beneficiaries, donors, and volunteers to retaining them by keeping them engaged. Apart from this, running external and internal processes efficiently, ensuring better reach, generating sufficient funds, and improving the effectiveness of their strategies are some challenges, which NGOs have to handle regularly. Irrespective of the size and area of work, the primary approach to managing a nonprofit remains the same, i.e., nurturing and retaining donors, beneficiaries, board members, and volunteers by building lasting relationships. With a robust CRM like Salesforce in place, streamlining processes and managing relationships becomes a breeze. It's prudent to get in touch with one of the best Salesforce consulting partners to know more about this platform.   As a cloud-based platform, Salesforce handles the administrative demands such as tracking all the interactions, sales, and details about your volunteers, fundraisers, attendees, and more. Salesforce provides an effective way of maintaining records of every interaction made with your organization.  What is Salesforce Non-profit Cloud? Salesforce Nonprofit Cloud software is designed specifically for nonprofit entities. It helps them expand their reach digitally while extending their connections, streamline their internal processes, and break down the silos among program management, fundraising, marketing, and technology teams. It provides NGOs with a unified view of their current actions and operations. Benefits of Using Salesforce for Nonprofits: Keeps Nonprofits Organized: The nonprofit cloud for Salesforce has in-built functionalities that help NGOs deal with challenges involved in managing several activities such as grants, fundraising, and their workforce. The cloud platform also allows users to build personalized dashboards to help teams perform their job efficiently.   Increased Operational Efficiency: Salesforce's nonprofit cloud platform can streamline operations by paving the way for seamless communication between the various partners of the organization. With improved communication, synergy and operational efficiency increase, which helps NGOs to attain desired results and success. Effective Management: The cloud platform helps NGOs properly manage certain activities such as fundraising, grants, and workforce without any hassle. The presence of several management features such as categorization of assets, automation of tasks, and more also proves to be helpful for nonprofit organizations.  Customization: Salesforce for nonprofits offers an option for customization. The software allows NGOs to customize the features as per their specific operational requirements. Though most nonprofits have a similar working model, some have unique needs. This is where Salesforce customization acts as a blessing as a disguise for them by customizing the features and functionalities that help them achieve their targets. Accurate Reporting: Accurate reporting is an essential aspect of every NGO as it significantly impacts their mission and outcome. Consequently, choosing Salesforce nonprofit cloud for reporting is a prudent decision made by an NGO. This software is known for its reliability and precision, which will significantly benefit nonprofits. Cost-effective: Salesforce for nonprofits is leveraged by NGOs for its affordability. As per the Power Us Program, the first ten subscriptions for nonprofits are entirely free for nonprofits. Post the free trial; organizations can get rewarding offers at reduced prices. This makes Salesforce a reliable partner that can help them get in touch with their customers while assisting them to widen their reach affordably. Final Words: Salesforce for nonprofits provides out-of-the-box features that help nonprofits develop strong relationships, increase engagement, organize operations, analyze the impact of work, draw actionable insights and save time spent on mundane tasks to spend on other essential tasks. As a nonprofit organization, if you are looking to implement Salesforce nonprofit cloud, you must consider partnering with one of the best Salesforce consulting companies.