When you sign up for a Salesforce license, you are given two module options to choose from – Sales Cloud or Service Cloud.
With Service Cloud, the emphasis is on service and cases. Service Cloud is typically used by companies that offer services and/or products. Sales Cloud, on the other hand, lays more emphasis on leads, opportunities, and sales.
And even though there is plenty of overlap between both modules, they are still quite different from each other in several aspects. Let’s look at their features individually to understand each module better.
Sales Cloud
Sales Cloud from Salesforce is designed to help your sales reps sell smarter and faster by centralizing customer information, logging all their interactions with your business, and automating many of the tasks sales reps perform every day. This translates to them spending less time on administrative tasks and more time closing deals. Sales Cloud gives sales managers and business leaders real-time visibility into their team’s activities, with AI-based forecasting tools that empower sales teams with confidence.
Features
Contact Management
Manage all contact-related information on the cloud, uncover valuable insights into your customers’ issues, and collaborate with teams companywide. Salesforce’s social collaboration tools allow you to share insights, documents, and more on every business record and contact. Access all of the account and contact data you need to keep deals moving, from anywhere, anytime.
Opportunity Management
View all details of your customer's activity. Know what stage your deal is in, and what you need to do to move ahead. Track all associated activities in real-time and get notifications when action is needed. Send emails simply with best-in-class templates with just a click.
Streamline the sales process and quickly create up-to-the-minute quotes with built-in smart quoting capabilities.
Lead Management
Salesforce lets you track all the information about your leads. Access up-to-date information on leads, see where it came from, access relevant insights and act on them, and write and track emails from within Salesforce. I have everything you need to convert leads faster.
You can also set up automatic lead scoring and routing to ensure leads never fall through the cracks, and that the right sales reps follow up on leads while they’re hot.
Reports and Dashboards
Salesforce analytics software keeps you updated with customized sales forecasting reports that you can build effortlessly with drag and drop functionality. Track team performance with dashboards and other reporting tools. The customer analytics software within Salesforce mobile app monitors key business metrics from anywhere.
Mobile CRM
View meetings, and events, and get account updates on your device. Join calls with a tap, and take notes while on the go. Track accounts and approve deals while in motion. With dashboards and reports get real-time visibility of sales performance. Salesforce’s in-built collaboration tools allow you to instantly connect with your team members. Create and manage conversations from anywhere.
Quickly access your files on the cloud, edit, and share with just a few taps.
Activity Management
Salesforce comes with connectors for Gmail and Outlook so now you can get a complete view of all your customer interactions. Integrate any business process into your preferred email app. Seamlessly sync your email, contacts, and calendars with your Salesforce data across both desktop and mobile.
Pipeline and Forecast Management
Get a complete view of your pipeline and business. Get real-time visibility into forecasts and make refinements on the fly. Use data insights and predictive AI to drive business decisions based on best practices.
Files Sync and Share
Collaborate on files across your organization, or externally with customers. Keep a track of files and be notified when a new version is uploaded. And maintain complete control over sharing settings, and segregate users with viewing, editing, and collaboration rights.
Unify all your files and content in one place.
Process Automation
Process Builder provides a user-friendly point-and-click interface to automate business processes. You can create automated email alerts, auto-assign tasks to users as a deal moves through various stages, and more.
You can also create custom workflows to guide sales agents through the sales process. Automate approval processes such as deal discounts, travel, and expenses.
Salesforce Engage
Send targeted messages that drive action. Engage Campaigns gives your sales reps access to a library of approved email templates and guides that they can use to interact with their prospects. You can view the detailed history of your prospects’ engagement with your brand, and track their activity to understand your unique interests. Interactive dashboards allow sales reps to monitor and control the performance of their campaigns.
Sales Collaboration
Stay on top of critical projects, topics, and teams in an easily accessible social feed. Collaborate on sales opportunities and drive progress from anywhere. Share on a group, view a file, and update any opportunity from your mobile.
Territory Management
Manage territories effortlessly with hierarchies, assignment rules, or territory assignments. Salesforce allows you to assign a single rule to multiple territories. Use territory roles to help users identify colleagues, collaborators, and other key resources to help close deals.
Partner & Channel Management
Manage your indirect sales channels with out-of-the-box features that drive partner engagement. Recruit, onboard, train, and support them. Empower partners with the power to be their own marketers.
Co-develop effective campaigns and manage marketing budgets. Allow partners to build, track, and analyze marketing campaigns. Share reports and dashboards to help them track key metrics.
Service Cloud
Service Cloud is built on the Customer 360 platform, putting customers at the center of your business and empowering you to deliver smarter, faster, and personalized service.
With Service Cloud, you can automate routine service processes, digitally organize workflows, and transform the agent experience. Service Cloud allows your agents to connect one-to-one with every customer, across multiple channels, and on any device.
Features
Lightning Service Console
Turbo charge agent productivity with the best-in-class agent experience. Empower your agents Provide your agents with a 360- degree view of customers and empower them with all the information they need to serve customers better.
Case Management
Resolve cases faster with easy contextual visibility of all cases and a record of every customer interaction on a single, visually rich dashboard.
Workflow and Approvals
Now you can customize and automate any customer service or approval process with simple drag-and-drop functionality using Workflow.
Omni-channel Routing
Deliver smarter service by automatically mapping cases to the best-fit agent.
Telephony Integration
Integrate Salesforce with the most popular CTI systems. Log notes in real time when customers call. And, manage calls from within the Service Cloud console without even needing the phone.
Social Customer Service
Monitor and respond with agility to customer posts on social media channels and deliver customer delight.
Automation with Macros
Automate common, repetitive tasks for more efficient resolution of customer issues thereby freeing up your support agents for more critical support tasks which require personal attention.
Account and Contact Management
Empower your agents with data about past communications with customers right at their fingertips to fast track service requests.
Custom Reports and Dashboards
Make informed decisions with real-time reports and stunning intuitive dashboards that deliver a 360-degree view of the customer.
Asset and Order Management
Get a unified view of the customers’ assets, orders, support history, and more, to get a holistic view of their activity.
It can be confusing at times, if it comes to choosing between Sales Cloud and Service Cloud, to determine which is best for your organization, especially if you’re new to Salesforce. This is where Girikon, a Gold Certified Salesforce Implementation Partner can help you.
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Salesforce can be transformational. Provided you implement it right. It has the power to change the way your organization functions, helping you transition to a smarter, efficient, data-driven, and impactful business.Salesforce can be transformational. Provided you implement it right. It has the power to change the way your organization functions, helping you transition to a smarter, efficient, data-driven, and impactful business.
But it‘s common that the same set of hurdles keep popping up repetitively. Technology based perfection is relatively easier to achieve. An expert team of Salesforce Consultants may execute challenging implementations on time and within budget. But it can become transformational only if it meets the business objectives of the organization.
Assessing the success of a Salesforce powered organization necessitates a holistic approach. The implementation team needs to have a clear understanding of the various forces at play, and prepare themselves for long-term, sustainable success. Here are 6 key Salesforce implementation challenges with tips on how to resolve them for post-implementation success.
Implementation and Adoption Roadmap
Lack of clarity of purpose and want of understanding of its impact can lead to a failed implementation of Salesforce. Without expectations being set, organizations tend to implement and adopt Salesforce with inadequate resources and expertise, and often without the buy-in of the right people. The result is a half-baked system that does not compliment organizational goals and staff needs.
When stakeholders do not agree on the requirements or scope, for lack of time or prioritization, the implementation team eds up confused with a blurred vision of the organization’s goals. Frequent scope changes lead to a faulty implementation with declined productivity.
Detailed and meticulous planning will drive 80% of your success. Spend time to freeze requirements before commencing implementation. Get buy in from stakeholders and management. Make a clear implementation roadmap upfront. Align it with the company’s strategic goals. Establish a clear roll-out strategy.
Data Migration and Validation
Data powers Salesforce. Without the right data, Salesforce cannot deliver what it is designed to. As it is, It’s a challenge for staff to learn a new system and adopt it as part of their regular work routine. And when data is incomplete or inaccurate couple of things happen. First, the trust is broken in the system. Second, when you feed your systems with faulty data, it’s even more challenging to get any valuable data out of it. And if users aren’t getting valuable information from the system, chances are slim they will be keen to enter it in the first place.
A definitive approach is required to work out the data migration strategy with the Salesforce implementation team. User mapping, data security and cleaning up data is a time intensive activity and requires an experienced team.
To overcome this data challenge, double-check the integrity of data that you wish to migrate. Clean it up before importing into Salesforce. Use relevant tools wherever possible. Look at data mapping closely to map relevant fields, Engage the team members who know your data well to assist with data migration validation.
One of the keys to maintain healthy data is to have smart detection systems, regular clean ups and training.
Customization
With Salesforce’s endless capabilities, there is a tendency to overdo customization to get maximum features on board. In a manner of speaking, tendency to bite more than you can chew. This only complicates the implementation. Customization without a thorough understanding of your business needs leads to a faulty implementation.
To overcome this, adopt an incremental approach. Split the features into basic, essential, and so on, in order of necessity. A phased approach saves costs and ensures the system retains its integrity after each stage of customization and mitigates implementation challenges to a large extent.
Use the Lightning App Builder from Salesforce and Apps from the AppExchange to build custom applications, fast. The Salesforce1 platform and Salesforce SDKs facilitate development of mobile apps quickly. Salesforce Canvas allows easy integration of other systems with Salesforce screens. Use Lightning Process Builder to create complex business processes without any need for coding.
User Acceptance Testing
No implementation is perfect. And despite the best of efforts of implementation teams, errors do creep in. Gaps in communication, bugs, unsuitable tools, and other issues often result in the system not being up to expectations. Testing is the best way to ensure any IT implementation meets its pre-defined goals. Catching bugs early makes it that much easier to fix them.
Empower subject matter experts with expertise in your line of business. Encourage them to take up leadership roles in the implementation, and become champions for its smooth roll-out and organization-wide adoption.
Document test cases and test plans and execute. Fix the bugs, and retest as and when needed. Simulate use cases and do thorough testing to ensure the code meets the objectives. Conduct sandbox testing to work out the kinks before go-live, mitigating the deployment risks.
Adoption
Most often, much of the focus and effort in a Salesforce implementation goes to the technical side of things. While this is necessary, it might come as a surprise that even after a really good implementation, it can still be a challenge to get your staff to actually use the system! More often than not, adoption is one of the biggest challenges across all types of businesses.
Adopting a new system with the power and flexibility of Salesforce requires a significant level of organizational change. And it requires some well thought out “change management” planning.
It is crucial to have an organizational adoption plan as much as it is to have a technical one. This includes getting staff and leadership buy-in, communicating clearly about the vision and value of the project, and having a thorough plan for training staff and supporting them as they get trained.
Training
Training of staff to use Salesforce is one of the biggest challenges post implementation. What’s the point of investing time, resources and money in implementing a powerful software like Salesforce, if your staff can’t use it to its fullest potential?
To master features in salesforce, users should undergo thorough training with your Salesforce Implementation Partner. Focus your training on custom built features or functionalities in your implementation. Without proper training and support even the most trivial issue can become a stumbling block in organization-wide adoption. To overcome this difficulty, the implementation team should distribute documentation about the new features developed and provide hands on classroom training, department wise.
The true power of Salesforce is not just about entering or populating data into it. Equally important is how you pull data out of it.
A Certified Salesforce Consulting Partner will approach your Salesforce implementation with 3 key elements — accurate assessment of expectations, detailed attention to data, and a thorough adoption/training plan, putting you 3 big steps ahead.
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Salesforce – a cloud-based CRM has a record of being the most widely adopted CRM platform by businesses of different sizes and domains. With its wide array of features and functionalities, Salesforce has helped businesses achieve their business goals. Salesforce has helped businesses supercharge their selling process by augmenting collaboration, creating personalized experiences, and removing data silos. Like any other sector, Salesforce has revolutionized the healthcare sector by ensuring better collaboration among health care teams, augmenting patient-provider relationships, and eventually attaining enhanced health outcomes.
The Salesforce Health Cloud released in 2016 has exhibited several advantages for the healthcare sector. To know more about Salesforce and its benefits, it makes sense to partner with one of the best Salesforce consultants. Let's explore some of them:
Get a Complete View of Patients: It is possible to get a clear picture of every individual's profile, including their data (non-clinical and clinical), communications, demographics, and other essential information from claims system, EHR, and more from a central location.
Empower Patients: This cloud solution empowers patients and healthcare providers to track the progress of health goals. It is possible to connect in real-time to address patients' queries or family members' queries from a single device.
Provide Quicker Personalized Care: With this cloud solution, it is possible to monitor cases and prioritize tasks based on instant needs and degree of importance. Apart from this, it is possible to section inhabitants in terms of demographics, risk, and other parameters while collaborating across the entire network of care providers while setting reminders for patient follow-up.
Enhance EHR: Since it is possible to access the right data at the right time, earning patients' trust becomes easy. Health Cloud enables users to unravel EHR systems and integrate apps securely and flexibly.
Why Should Healthcare providers use Salesforce?
Connect Disparate Data Sources: Removing data siloes is what Salesforce is known for. An average system uses multiple systems such as EHR, Insurance claims system, billing information, lab reports, etc. This wealth of data is scattered across several systems and therefore isn't very useful. By using APIs, all types of data can be integrated securely with Salesforce. Besides this, tools like Mulesoft Accelerator reduces the burden on IT teams. By efficiently bringing together disparate patient data in a single place, healthcare providers are empowered to make better decisions and spend more time on patient care.
Make Intelligent Use of Data: Salesforce can be leveraged to improve health outcomes by using its analytical capabilities on data. Tools like Tableau, formerly known as Einstein Analytics, provides healthcare providers with actionable insights so that patient need can be proactively fulfilled by anticipating their needs. It is also possible to identify high-risk patients via risk stratification to get enrolled in the right health care management program. In other words, Salesforce empowers healthcare providers to make data-driven decisions, ultimately leading to greater patient-provider satisfaction.
Collaboration of Care Team: Salesforce empowers healthcare providers to create a team that would include members of the patient care community, including physicians, household caregivers, or any one part of the healthcare journey. This becomes possible as Salesforce Health cloud develops on the capabilities of the service cloud. Individuals can assign tasks, send messages from any device, or view care management plans based on their team position. In short, it is a win-win situation for patients and providers.
Personalized Experiences: Consumers today expect personalized experiences across their journey with a brand. With Salesforce, it is possible to personalize every step of a customer's healthcare journey. Contact center agents can offer precise and tailor-made answers to patient queries as it is easy to access relevant information from visual care timelines and patient data cards. By consolidating clinical and non-clinical data in a single place, personalized care plans can be created. Besides this, healthcare providers can also address specific requirements of patients even before patients bring them up.
Moreover, based on patient preference, patient communication can be handled through calls, messages, or an online Salesforce portal. The innumerable opportunities of personalization offered by Salesforce can deepen patient-provider relationships, build trust and lead to better health outcomes.
Data Security: For healthcare organizations, data security is of utmost significance. Breach in data security will not just put patient safety at stake but can cost millions. Salesforce allows organizations to stay in control of their data by staying HIPAA and HITRUST compliant. Healthcare organizations can ensure that electronically protected health information (ePHI) is encrypted and can be accessed only by authorized users using Health cloud associated with Salesforce Shield. Irrespective of the restricting nature of the regulatory guidelines, Salesforce paves the way for advancement. Healthcare companies can pick from the vast array of the available native Apps present on the App Exchange platform to add functionality to improve processes without compromising on data security.
The Bottom Line:
As we step into the New Year while enduring the pandemic, healthcare providers require operating as efficiently while offering first-rated care. Besides ensuring the aforesaid, Salesforce Health Cloud can provide a 360-degree view of a patient, which paves the way for intelligent data usage at every stage of the patient care journey. This empowers healthcare providers to offer services that best meet patient expectations. Healthcare providers should consider contacting certified and experienced Salesforce Implementation partners to implement Salesforce Health Cloud.
By creating innovative healthcare solutions, implementation partners will empower organizations to meet the evolving needs of today’s healthcare industry. All the healthcare players such as hospitals, nursing homes, pharmaceuticals etc. can benefit from custom solutions offered by these service providers.
Customer-centric experiences are the cornerstone of business, and to be truly customer-centric, you have to know your customers’ preferences and the context in which they engage with your organization. Today’s CRM tools are stacked with features that foster collaboration and accessible data to drive smart decision-making. The right tool should enable companies to target diverse audiences, design intelligent automation based on a prospect’s activity, and proactively manage relationships. The advantages of CRM software are evident: It keeps all historical data in one place, making it easier to manage customer relationships. A CRM software should offer limitless possibilities to organizations to proactively engage teams, collaborate on goals and deliver powerful customer-centric experiences. Salesforce does all that for you, and much more.
The Salesforce platform is a framework with amazing capabilities and virtually endless possibilities. It truly has the power and flexibility to do exactly what you want it to do. And on most occasions, effortlessly. It is only normal to be intimidated by the technology and its possibilities offered by the World’s No 1 CRM platform. Hence, it is imperative that you find the right Salesforce Consulting Partner to walk guide you on your stairway to success.
Here are a few areas where the best Salesforce Consulting Partner can help you:
Improve Business Performance
Salesforce CRM is designed with the customer in mind, empowering organizations to break new ground with customers, address concerns, resolve problems, and provide value. Your Salesforce Consulting Partner will help you to put customer success first, and in the process, focus on your own business performance improvement.
Improved customer visibility
Salesforce provides a user-friendly platform for managing all of your customer-related information, thereby enabling you to prioritize every customer as though it were the only one. By understanding your customers better, you'll be empowered to better forecast their future actions.
Superior time management
Salesforce combines all of your agents' activities, calendars, schedules and helps make those engagements better serve customers. This means less downtime and significantly lesser deadline-related stress.
More efficient sales pipeline
Salesforce allows you to track individual prospects effortlessly, including their pain points, their expectations, and any other information that might be useful in working with a potential customer. You will always be able to see exactly where a lead is in your pipeline, as well as know what their next step should be. The end result is improvement in your overall sales.
Enhanced collaboration
Having a cloud-based, cross-department platform means that any and every authorized user can work together to ensure customer success. With multi-device access capability, Salesforce allows your teams to access relevant data across departments, communicate efficiently, and collaborate together to provide a seamless customer-centric experience.
Better support
Salesforce provides excellent support, and with the entire platform based on the cloud, maintenance can be done remotely, avoiding the expensive costs associated with in-person maintenance visits.
Increased efficiency and productivity
Between automating time-consuming tasks, enabling collaboration, and eliminating the need for micro-management by line managers, Salesforce trims away at unnecessary processes and wasteful effort, setting up a supremely efficient system that will deliver real value to your organization and your customers, consequently driving up organizational productivity.
Faster Decision Making
With Salesforce’s powerful data modeling and visualization tools like Einstein Analytics and Lightning, teams can have access to sales and service KPIs. Your Salesforce Implementation Partner can empower you with a deeper insight into market trends and opportunities. Customer analytics can help you blend science with data to make decisions that enable you to stay ahead of the curve.
There are way too many features in Salesforce and it's just not possible to list them all. However, with a top Salesforce Consultant, you can maximize the use of its power and flexibility and send your organizational productivity into overdrive. Get a distinct advantage over your competition with the World’s most complete CRM platform. Take advantage of the best security, the most-effective customization options, the highest-quality apps, and the most innovative business solution, all at a cost that will delight you.
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What started out as a Software as a Service (SaaS) has today evolved into a full service stack of software with limitless possibilities. Today, Salesforce offers tailor made platforms for specific verticals, such as Government Cloud, Health Cloud, Commerce Cloud, Financial Services Cloud and Education Cloud.
A Salesforce Partner Company is a business that specialises in Salesforce implementations for customers. They provide consulting services to customers using best-practice guidelines, enabling them to adopt and tailor the Salesforce platform to align with their specific business goals. Within the Salesforce Partner eco-system, partners can be classified at Silver, Gold, Platinum and Global Strategic by Salesforce. While this classification is based on a complex scoring system based on several criteria, one of those criteria has to do with the number of certified consultants on its staff.
Customers are demanding. They expect more from you. They want to rest assured that you have assigned your best resources for transforming their business. They want to know that they made the right choice when they selected you as their Salesforce Implementation Partner. They want to know that you understand not only the intricacies and capabilities of the Salesforce platform, but also understand how they do business. This is where the roles of certified consultants becomes very important.
Here are some benefits Salesforce Partner Companies derive out of Certified Consultants.
Stand Out
A certification is a statement to the world that your consultants have some serious Salesforce skills. Certifications inspire confidence in customers and prospects that you are good at what you do. And you know your subject very well. If a customer must choose between 2 companies, and only one of them has certified consultants, well, picking the one with certifications is a no brainer.
Stay on the edge of knowledge
Having certified consultants shows that you are not happy sitting in a comfort zone. Three times a year, Salesforce releases a new batch of cutting-edge features. If your consultants are certified, you are making a statement of commitment to a constant cycle of learning and growth. It shows that you as an organization want to offer the best possible resources to your customers. Certified Consultants automatically become a part of an intellectual community and leverage A Dynamically Updated, Current Knowledge Base
Smarter Efficiency
Salesforce certified consultants can be assigned on projects faster, solve problems on the fly, and quickly deploy smart, effective business solutions. As a Salesforce partner, you can inspire confidence in your customers that you can overcome challenges and solve their problems. Lead an effective and productive workforce that deliver results for your customers.
Create Opportunities
Certified Consultants empower Salesforce Partners to knock on new doors for opportunities with confidence. Create new growth opportunities beyond boundaries with a team of certified consultants.
Commercial benefits
Needless to say, Salesforce Certified Consultants get paid more. Customers are willing to shell out that extra dollar, if they know that your best, most experienced and certified consultants are working on their project
Conclusion
Companies across the world are adopting Salesforce to transform the way to do business. The demand for the world’s No1 CRM platform is growing exponentially. Consequently, so is the need for experts to drive that transformation. Partner companies want to hire consultants who can prove to be an asset for them, and certification certainly helps. Businesses know that with cloud certified experts, they deliver transformational Customer360 experiences.
With Girikon, you can get access to a pool of Certified Salesforce Consultants with multi-vertical experience across various Cloud offerings within the Salesforce Cloud bucket. Contact us today to know more about how we can help you.
Today, organizations, irrespective of their size and business domain, prefer to use robust CRM (Customer Relationship Management) software to manage customer relationships and their business processes. However, they are also using several other apps, which can help them reap several benefits that can help them attain their business goals quickly and efficiently when integrated with their CRM. As leaders in the CRM space, Salesforce integration holds significance.
Today, several organizations across the globe are leveraging this CRM to ease business operations and provide better service to their customers. Salesforce integration allows easy management and execution of these activities through third-party apps. Several such business beneficial apps are available on the Salesforce AppExchange platform. Users can easily download and configure these applications to streamline their business operations. Salesforce integration services helps CRM users or employees switch between Salesforce and other apps to access all functionalities of the third-party app.
Listed below are some of the benefits of Salesforce integration:
Easy Access to Data: Through the integration of apps, it’s easy to access the data of other apps. With access to meaningful data, actionable insights can be derived, which in turn can allow you to make better business decisions.
Enhanced Productivity: Since data processing can be done in several ways, it can be used by different systems that are related. Compared to the manual compilation of data, automated data processing can significantly reduce errors, allowing you to get error-free results.
Meaningful Insights: Managers are empowered to make informed and intelligent business decisions as they access managed and meaningful reports.
Automated Workflow: Businesses can quickly achieve their goals through point and click automation of workflow as apps and integrated systems function collaboratively.
Things to Consider Before Salesforce Integration:
Frequency of Data Transfer between Systems: Once the data that needs to be transferred is extracted, it’s essential to know the time required for data movement between systems to understand the frequency and speed of synchronization and the direction of data movement.
Identify the Integration Type: In the case of a real-time system, the information is updated as soon as a record is created. However, batch integration might not occur on an immediate basis but occurs at a particular time. So, for any integration project, knowing the type and frequency of the same is essential.
Integration Fields: Finally, identify the fields that need to be integrated and mapped with other fields. Schema or structure may be required to understand the relationship between two fields or objects.
Quick Wrap-up:
Every business has to follow multiple steps to ensure successful integration. The Salesforce owed AppExchange platform offers several Apps that provide successful integration. Through well-planned and tactical processes, organizations can enjoy several benefits. Keeping at bay the aspects that can lead to unsuccessful integration makes it possible to reap multiple business benefits. It is essential to connect with a reliable Salesforce consulting partner to ensure successful Salesforce integration.
If delivering personalized experiences to your customers at every touchpoint is a priority, leveraging Salesforce Marketing Cloud makes sense. Organizations can leverage this omnichannel marketing platform to plan, personalize, and optimize their marketing campaigns to make their workflows effective and efficient. However, to tap into the complete potential of the Salesforce marketing cloud, it’s essential to ensure its’ successful implementation. Reaching out to a certified and experienced Salesforce Consultant can be advantageous.
It’s essential to take note of the following best practices to ensure the strategic and successful implementation of Salesforce Marketing Cloud:
Determine a Starting Point: Salesforce Marketing Cloud is made up of multiple tools. However, it isn’t easy to implement them instantly and leverage their benefits. So, it is essential to set your business priorities, customer needs and processes while determining a starting point and then figuring out which tool to start with.
Gather the Right Team: It is essential to bring the right people aboard to ensure the successful implementation of the marketing cloud. It is vital to have people who can represent your business and associates with strong technical acumen in your team. It is also crucial to identify sponsors and stakeholders who will be involved in the implementation process.
Establish a Clear Goal: Once you have determined the starting point and have brought the right team in place, it’s time to define a clear goal using Marketing Cloud for your first project. Choosing a measurable goal is suggested related to business objectives to exhibit greater return on investment.
Define Your Audience: Once you have set your goals, it’s time to define your audience and then after your plan has been established, clarify your audience (both from business and technical perspectives) and then resolve any discrepancies in your CRM. Recognize and gather data required to run a campaign for your target audience.
Map the customer journey: Make sure you factor in all the channels and touchpoints to evaluate the existing state of your customer’s journey. Also, ensure to identify the significant challenges and recreate their journey to make the most of the marketing cloud product you are leveraging.
Communicate Effectively: Effective communication is a significant aspect of managing change, creating liability and transparency. It’s essential to develop a plan for stakeholders and sponsors to communicate your adoption of the marketing cloud. To keep making progress, make sure to raise performance, increase learning, and remove roadblocks.
Move Ahead with Urgency: Don’t allow anything to hinder your adoption of Marketing Cloud. Make sure you move toward the launch date with urgency by imbibing flexibility within your team’s culture.
Take Time to Review: Finally, take some time out to retrospect what worked in your favor and what didn’t and all this from a team and client perspective. Rejoicing success and collecting feedback is critical to improving your cloud practice over time.
Final Words:
It takes time and patience to get started with Salesforce Marketing Cloud. Every participant part of the implementation process should have a strategic mindset to work through the lengthy implementation process. Once done successfully, the results are attained in saved time, streamlined workflows, and augmented productivity. It is essential to seek Salesforce support from a reliable implementation partner to ensure successful implementation.