Salesforce

Salesforce Einstien is Salesforce CRM infused with artificial intelligence to provide better insight about the data to the marketing and sales departments. Salesforce Einstein is backed with Deep Learning, predictive analytics, natural language processing, Machine Learning, and smart data discovery. Each version of Einstein is customized as per the customer. The model learns by its own and behaves as per every interaction and data. Image Courtesy: Trailhead Einstein Voice was introduced at Dreamforce ’18 event. Einstein Voice consists of two products- Einstein Voice Assistant and Einstein Voice Bots. Einstein Voice Assistant will enable the sales rep to verbally log (record) the meeting notes, updates about the meeting, any fresh idea or new lead into the Salesforce mobile app. Now each time a sales rep gets any new data or need to update anything related to their associated records in the Salesforce then instead of texting or manually updating the information, he can just use Einstein Voice Assistant to update the record or log new piece of information. Image Courtesy: Trailhead On the other hand, Einstein Voice Bot allows the customers to build their own voice-activated assistant and customize for their company. Clearly, Einstein Voice will change the data entry game forever and allow the sales resp to capture more leads and close them on time leading to more business for their company. These voice bots can be used on Google Home, Alexa devices and other voice platforms as well. Normally a sales rep’s day starts mail checking, putting reminders of things which needs to be achieved through the day, upcoming meetings. Now with Salesforce Einstein Voice, a sales rep can start the day with voice-activated details about upcoming meetings and tasks with the help of smart speakers or phone’s speaker. A sales rep can record notes in the Salesforce mobile app by talking to their mobile device while driving or on the go. Einstein Voice with the help of AI can also automatically analyze the captured notes and relate the keywords like name, company name to the associated records like opportunities, accounts, contacts. After relating to the associated records, it will also suggest follow-up tasks linked with the new updates so that the sales rep can close the deal. Image Courtesy: Trailhead Apart from capturing meeting notes, Einstein can open and review any Salesforce dashboard and display reports. It can also share meeting knowledge with the participants of the meeting. Let’s hope that Einstein Voice helps in improving customer services and taking it to the next level. Here at Girikon, we have worked with Salesforce Einstein and delivered several projects successfully. In case you need any assistance in the Salesforce Implementation or Salesforce Einstein then please feel free to reach out to us at sales@girikon.com You can also Check Salesforce Consulting Services

In the early 90s and 2000s, customer service was about face to face communication, emails, and telephone contact. After the arrival of the Internet of Things (IoT), the face of customer service changed for good. Let’s get into the nitty-gritty detail to know what Internet of Things (IoT) is. Internet of Things (IoT) is the network of physical devices, vehicles, home appliances, and other software items which are connected to the internet and enables these devices to connect, collect and behave as per the surrounding environments using embedded sensors, processors and communication hardware. With the evolution of CRM, smartphones and cloud-based application Internet of Things is growing and becoming stronger day by day. Haven’t we all imagined a smart home where lights are turned on automatically as you enter home. At morning when you get up, your favorite music starts and an automatic kitchen where the coffee pot starts brewing when you come out of the washroom. The above things seemed like a science fantasy movie a few years back but thanks to the Internet of Things (IoT), now these all are possible. All the home appliances, smart devices are connected and communicate with each other which makes this wonder happen. If the Internet of Things (IoT) add magic into your day to day life then just imagine the benefits it will bring into the customer service sector. According to a report of Gartner, 8.4 billion connected things will be in use worldwide in 2017, up 31 percent from 2016, and will reach 20.4 billion by 2020. IoT also makes machine smart. Smart products can identify faults, communicate with the technical support and initiate actions to resolve them. All this happens before your customer is even aware of the issue. With the help of Salesforce IoT, your support team can easily track the actual usage and new opportunities emerge from that data. Before that, you have to find out useful IoT data for your business. Now with the help of Salesforce IoT, you can actually create program based on your own idea with minimal coding in the Lightning Platform. After implementing IoT for your business, it is really important to organize and manage volumes of data. A small volume of data can be managed easily but if you have a large volume of data we have another solution called Einstein. Einstein will assist you with data on how to manage it and based on the activities and trends. For example, it will assign data to the team to solve an issue, flag them as per the requirement. That’s all folks for today. That’s all for this article, in case you require Salesforce Implementation Partners or Salesforce IoT expert, then please feel free to reach out to us at sales@girikon.com

Salesforce is very handy in terms of integrating it with different platforms. It has allowed various platforms to sync resulting in enhanced user experience. This package is also an integrated package resulting in an outstanding outcome. This package utilizes Twilio API to enable direct SMS from Salesforce as more than 50% prospects prefer SMS over emails. This package is developed on the Salesforce platform, allowing scheduling of Single / Bulk SMS / MMS campaigns from Objects and Reports. It empowers organizations to reach out to more customers quicker with Salesforce via scheduling features that use workflows to send the customize customer-specific messages. The features of this package include, ● Individual & Bulk SMS / MMS ● Customized email template ● Interactive Chat window ● SMS notification on email ● Schedule SMS / MMS on the weekly/monthly basis ● SMS from Reports ● SMS History ● SMS usage tracking ● SMS OptOut feature The user can create customizable SMS templates with dynamic field values and interactive emojis that give users an individual touch and allows tracking of all the SMS sent to their customers that provides a consolidated repository of SMS activities. The businesses can keep the record of SMS usage in a graphical arrangement determining Outgoing SMS, Incoming SMS, etc.

A lot of business users work on the Salesforce CRM. If you are a Salesforce admin then it is important to create a system which eases the process of adding leads, working on the opportunity, creating reports, etc. Small factors, proper display of primary fields which needs attention if taken care can lead to a smooth & glitch-free system.

Salesforce Community – A branded space for your employees, customers, and partners to connect. Different business encounters different problems and consequently in order to fulfil the varied business requirement we need a hundred different solutions. Salesforce is the most commonly used CRM tool around the globe, introduction to the community helps business users collaborate among staff, funders, members, volunteers and other supporters. The launch of such platform has made business users connected with all the customers on a single place as per their shared interest. Some businesses have also adopted this platform as a standalone platform in managing their client relationship. What is Salesforce Community Cloud? Community Cloud is a social platform from Salesforce.com that is designed to connect and facilitate communication among an organization’s employees, partners and customers. For example, if your customer wants to know how many different products are there for choice, he doesn’t have to wait for your team to respond, he can see all the list on the community portal. If the company had a million customers and had to face a million requests a month its satisfying to present the customer with an updated database. The solution to the problem is given by Salesforce in form of Community cloud that gives all the customers access to the Salesforce data so that they themselves can reach the product list and can also filter them as per their significance. Apart from this, the business user can manage the access level of all the customers as per their association with the business. This is all taken charge by the Salesforce in order to maintain specific information visible to the users as there may be millions of customers and all they have the different type of involvement with the business. It is an awesome way to share information, collaborate internally on projects/tasks, or communicate with customers in a more personalized way. Salesforce community cloud is accessible with Enterprise, Performance, Unlimited, and Developer editions of Salesforce. Communities can serve a business by, 1. Driving more sales by connecting your team with your distributors, resellers, and suppliers.> 2. Delivering world-class service by giving customers one spot to get all their solutions within least time. 3. Managing social listening, content, engagement, and workflow in one place. The use of community cloud may vary business by business, however, in the nutshell, it’s a way to share information accumulated in Salesforce without building costly users. There are many features on the community cloud and many tricks on how it can help drive your business smoothly. Communities allow creating user ID and Passwords, or access for the users. However, instead of manually creating access, a business can leverage Salesforce’s Social Sign-on features. This allows access to the community through different social networks like LinkedIn, Twitter, Facebook, and Google, or even leverage Salesforce, Amazon, or even Azure Active Directory to permit login. Salesforce also supports OpenID Connect standard. It also has some pre-built templates for business use and also gives the advantage to create front-end templates for community portal. For most simple use-cases, the user can customize it little for specific needs. However, giving it better look and feel business users prefer designing it via custom Visualforce force pages. The custom template allows the customized way to log-on users to the community. The login and logout screen can be customized to match your website or brand UI. It also enables users to register themselves for a community through self-registration pages. We as a Salesforce Consulting Partners has observed how our clients get profited after practising Community.

Who is a Salesforce Consultant? A Salesforce Consultant is a knowledgeable, experienced person who helps in utilizing your CRM qualities to the fullest which will benefit your business. Finding a suitable Salesforce Consultant who can be fit for your business is never an easy task. You need to have confidence in their Salesforce experience, knowledge, problem-solving abilities.

Automation has now become an indispensable part of every software and service, Salesforce Marketing Cloud is a packet of digital marketing automation and analytics. It’s good to see website analytics and email data that run together seamlessly and where we require it. More profits have come out with the partnership between Google Analytics 360 and Salesforce. It allows trailing campaign data and website performance metrics from Google Analytics and makes it available within Salesforce Marketing Cloud. With this integration, transactions that occur outside of email, or landing page templates generated by the tool are traced. Google Analytics serves as a data hub covering the success of different campaigns from different tools, marketers can get a more comprehensive picture of their email journey and mobile marketing efforts and how they affect website behaviour and conversions. Integration has allowed a new set of metrics accessible in the Marketing Cloud interface: Site Usage Sessions Bounce Rate Goals Goal Completions Goal Value Goal Conversion Rate Abandonment Rate E-commerce Ecommerce Conversion Rate Revenue Transactions Average Order Value Till now, there was no way to view Google Analytics data along with email metrics. The most simple solution to this problem has always been to use constant campaign tracking parameters, export data from diverse systems, and mix them together in a third reporting suite. Now the process has become simple which means marketers have perspicacity at an arm’s length. It tracks traffic on the website, check clicks to the website and determine the source of traffic on the site. Google Analytics 360 provides easy reporting. The integration uses campaign tracking parameters from emails to correlate website visits with a Marketing Cloud campaign. When you connect this data with the offline exchange and qualified lead data from Salesforce Sales Cloud, we are proposing the free-flowing marketing data paradise we’ve all fantasised of. With this increased feature, we as a Salesforce Consulting Partner are delighted as we can provide our customers with satisfying solutions.