Salesforce is known to be one of the most popular CRM platforms available. This robust platform offers various cloud solutions that organizations can leverage to resolve their specific business issues. However, even after implementing Salesforce, many users fail to get the desired outcome, which may primarily happen due to improper implementation strategy. An inaccurate implementation strategy or planning can reduce the chances of user adoption.
A strategic implementation can lead to guaranteed success. For ensuring successful Salesforce implementation, it’s essential to follow the below mentioned best practices:
Choose the Best Implementation Strategy: The kind of implementation strategy a business adopts will depend on the type of business process. If a company isn’t satisfied with the performance of its sales, marketing, and customer services, they have two options at their disposal:
By implementing and migrating their processes to Salesforce in the best possible way.
By redefining their design and processes from scratch within Salesforce
Select Appropriate Implementation Stages:
Once you are ready with your future implementation, it’s essential to evaluate the possible ways of current Salesforce implementation. Mentioned below are two methods for that:
Multiple Salesforce Cloud Implementations: All the departments, including sales, service, and marketing, can be automated by implementing Salesforce. With this, organizations can enjoy streamlined business processes and other automation capabilities such as email notification, field updates, and sales service contributions. By leveraging the three important Salesforce clouds i.e., sales, service, and marketing cloud, the functioning of all the three departments can be augmented. With this, organizations can enjoy better customer engagement and retention. However, data integrity, data loss, corruption, and chances of failure increase with multiple implementations. To ensure a seamless implementation journey, it is essential to partner with a certified Salesforce professional.
Salesforce Cloud Integration: Gradual implementation of Salesforce clouds should be done to lower the integration risk. You can begin with implementing your priority cloud, i.e., sales or marketing, followed by the execution of service cloud implementation. However, to maintain internal departmental synchronization, you may have to perform provisional implementation parallel.
Planning of Implementation steps:
The sequence of Salesforce implementation generally includes the following steps:
Consulting: A Salesforce consultant you engage can help you select essential functionalities by analyzing the business process needs. A consultation may also suggest a better implementation approach for your business process and the best licensing option for your business.
Data Transfer to a New System: While importing data to the CRM, safety of data import steps should be ensured to ensure data quality. Other aspects such as data duplication, data cleansing, mapping of data objects etc. can be performed through migration tools.
Application Configuration: Since the implementation is incomplete without customization, Salesforce objects need to be customized through point and click tools to provide step-by-step functionality enhancements. Post customization, the implementation should be tested by testing engineers. The process is migrated to the UAT (user acceptance testing) for deployment.
Budget Planning: An important thing to consider while implementing Salesforce is the time taken to implement all the essential features. If the implementation scope is clearly defined, then the organization can easily do time and budget planning.
Implementation Risk: Risk forecasting is crucial as it impacts implementation results. Some of the risks include the following:
Inculcation of any irrelevant feature: You may want to purchase an expensive Salesforce edition with rich functionalities. However, you might not be requiring all the features and thus may end up paying more. Consequently, you may get a compliant solution with extra features without paying more.
Using Non-User-Friendly Solution: The adoption rate might drop if your users aren’t comfortable with the chosen functionality, resulting in lower productivity.
Final Thoughts:
Without complete user adoption, Salesforce implementation might be incomplete. Right from the beginning i.e., from the first step to the final stage, organizations need to consider all the aspects of user adoption. Besides this, organizations need to choose a proper and suitable implementation strategy, plan their budget and timeline. This will ultimately result in increased business ROI and a greater adoption rate. For any assistance regarding Salesforce implementation, it is essential to partner with one of the reputed Salesforce consulting companies.
The business landscape has evolved significantly over the years. The traditional selling methods are now being replaced by automated processes that help sales reps track sales activities seamlessly. Though technological advancement has paved the way for new opportunities, it has also increased customers' expectations.
Today, business partners of B2B organizations expect the same attention and personalization they witness in B2C environments. However, this is easier said than done because it's essential to have a holistic view of your customers in a single place, which could be achieved with a robust CRM in place. Salesforce Sales Cloud can empower your sales teams to turn your customers from leads to loyal customers.
As an entrepreneur, you will be able to draw meaningful insights into your business, which will help you shift your efforts and make informed decisions based on market changes. It would help if you considered getting in touch with a reliable Salesforce consultant to know more about this cloud-based software.
What Makes Salesforce Sales Cloud Preferable for Sales Reps?
As the number one CRM platform, Salesforce offers a wide range of solutions to help organizations achieve their goals and stay ahead of their competitors. One such solution is the Salesforce Sales Cloud, which allows businesses to sell smarter, faster, and the way they want. Among all the cloud services, Sales cloud is known to have generated most of Salesforce's revenue. Mentioned below are some of the crucial salesforce sales cloud features that are designed to help businesses achieve their targets with this robust platform:
Account and Contact Management: This feature allows users to access critical customer data such as key contacts, communication history, and more.
Opportunity Management: This feature helps users to focus on the most critical aspect of your business. It highlights the essential elements of their business, such as their competitors, the stage their deals are in, and what moves are required to win those deals.
Lead Management: This feature allows users to convert more leads into real-time opportunities while tracking accurate data about their leads.
Pipeline and Forecast Management: This feature offers comprehensive forecasting and allows users to drive predictable revenues. Users get an inclusive view of the entire pipeline and business activities. It helps you to make critical and informed decisions through data insights and predictive AI.
Process Automation: Sales cloud allows users to automate their business processes with drag and drop simplicity while driving easy strategies. The point-to-click interface present in the process builder helps users to automate their business processes. The cloud platform also allows users to create automated workflows for various deals, making the process fast and simple.
Data Management: The data management feature offered by the Sales cloud will allow users to provide the correct data to the right person at the right time.
Benefits of Using Salesforce Sales Cloud:
Go Mobile: With Salesforce Sales cloud, it allows entrepreneurs to monitor their sales activities from anywhere across the globe. Irrespective of your location, this solution allows entrepreneurs to track their sales team's activities from their device. They can check sales charts, reports, dashboards, call logs, and more with simple clicks.
Sales Forecasting: Another benefit of the sales cloud is the extremely easy and simple forecasting, which helps them make informed decisions. This functionality not just provides a real-time view of the forecasts but also provides multicurrency support.
Increase the Leads: The platform contains all the essential features required for managing leads. It offers a lead management feature that allows users to track their leads closely while monitoring campaigns across multiple channels. The platform also provides access to the right data that will help users to augment their sales and marketing productivity.
Boosts Productivity: The AI-powered Salesforce sales cloud allows users to automate processes, prioritize leads, and help teams convert leads quickly. In fact, the Einstein AI built-in sales cloud has proved to be a blessing for organizations looking to boost their revenues.
Final Words:
So, suppose you are looking to boost the revenue and productivity of your organization. In that case, Salesforce Sales cloud offers the perfect solution to help you attain organizational objectives by empowering your sales team. You must consider partnering with one of the best Salesforce consultants to implement this software within your business ecosystem.
It is essential to create a seamless customer experience across multiple channels and platforms to ensure customer satisfaction. This not just leads to better collaboration between different teams but also aids in business growth. All this requires having in place a robust solution, and Salesforce Customer 360 offers proper Salesforce support.
What is Salesforce Customer 360?
Salesforce customer 360 is a platform designed to help organizations better connect with their customers by promoting consistent internal operations. The platform supports internal collaboration by bringing sales, marketing, analytics, commerce, service, and IT. By leveraging this data, the platform creates unique customer IDs that can be used across all Salesforce and other applications. With this, a seamless customer experience can be created as all the teams in an organization will have access to this data.
Listed below are some reasons why Salesforce customer 360 can prove to be a game-changer for forward-looking organizations:
Personalized Customer Experience: Small businesses that manage their data on spreadsheets or sticky notes fail to deliver personalized experiences to their customers as it is difficult to understand customer contexts. Businesses should provide their customers with personalized experiences to maintain lasting customer relationships to remain competitive. Salesforce customer 360 enables teams to craft reliable data on genuine customers and their needs. This enables organizations to augment their customer service and solve customer issues.
Better Customer Experience: Figuring out genuine business customers and where they are isn’t easy. Customers, too, are apprehensive of sharing their data again and again. Salesforce customer 360 simplifies the customer satisfaction index when they connect with a business entity. Businesses leveraging such a system can benefit their entire workforce from marketing, sales, and service as they can store data that’s accessible to all. With this, customers start trusting the business and their efforts towards customer success.
Business Forecasting: Businesses can achieve sustainable growth when they meet or exceed the expectations of customers. However, this is a big challenge for small businesses. Businesses must consider leveraging Salesforce 360 to help them adapt to various apps related to sales, marketing, support, and service while fulfilling customer expectations and business growth. In fact, this platform is designed to manage a small team size of 1-20 people that can avail both sales and service functions in a single app.
Better Business Decisions: For making intelligent decisions, it’s vital to have access to well-researched facts, figures, and data points. By having a rich customer database demand forecast, sales forecast expected revenue, and customer market projection, better decision making becomes possible as, in the presence of factual data, better planning can be done. With well-articulated figures in place, both long-term decisions and planning for short-term ventures can be ensured. By having in place a robust solution like Salesforce 360, a foundation for consistent and trustworthy and business intelligence can be laid as it offers features such as Salesforce scripting, reporting, content management system, and more.
Final words:
In a nutshell, it can be inferred that the power of a robust solution like Salesforce 360 can be leveraged to improve the internal operations of a company and significantly improve customer experiences. However, investing in a powerful solution like Salesforce 360 requires time, thought, and advice from a certified and experienced Salesforce consultant.
In today’s era of cutthroat competition, conducting your business in a way that yields the desired outcome isn’t easy. This is primarily because customers have become more informed and expect personalized and timely interaction with your brand. Consequently, marketers should also be ready for change.
According to an IDC study commissioned by Salesforce, about 65% of B2B buyers engage with vendors only after they have made a purchase decision and 83% of them are willing to hear only from those that are relevant and contextual.
While marketers and sales reps make every effort to turn prospects into sales opportunities, yet they do not want to appear as spammers who would spend an entire day cold calling. Rather their goal is to build a strong relationship with them, which would help them to close sales deals quickly. However, personalizing every interaction across a long sales cycle can be daunting and thus requires having in place a well-thought-out lead nurturing strategy.
Given the fact that the average buyer’s journey is complex, and the content (problem awareness, solution consideration, and decision regarding solution purchase) that helps them to move down the sales funnel should be perfectly timed and polished, it’s practically impossible to cut it using random emails. Automating lead nurturing allows for the methodical tracing of lead engagements with appropriate content and accurate pinpointing of that lead’s stage in the sales cycle.
So, if your business is struggling to nurture leads consistently then Salesforce offers the perfect solution to manage your leads and support your sales team in multiple ways. It makes sense to get in touch with a reliable Salesforce partner if you wish to seek assistance for the automation of your lead nurturing process.
Organize Lead Information: Information gets scattered and leads might not be handled properly without a robust system in place. By installing a cloud-based CRM like Salesforce, managing lead information becomes easy. You can enter the contact details of your leads, keep a track of their calls, and emails while schedule follow-ups to fulfill business needs. You can also modify several data entry features to meet your business needs.
Access: Even if your lead information is well organized, it won’t be of much use if your team can’t access it. Since, Salesforce is a cloud-based platform, it helps your team to share, view, and update information at any point in time.
Track: While it is important to access and organize lead information, it isn’t of any use if you aren’t able to track your leads. In fact, it is crucial to have details regarding leads that are qualified and where they are positioned in the lead nurturing process for driving sales and upholding best practices. Salesforce with its features allows you to categorize lead status and convert qualified leads to contacts.
Quick Wrap-up:
It’s important to include lead nurturing within your sales and marketing strategy. However, it’s important to utilize automation resources for nurturing your leads especially if you are scaling up your business to ensure you’re connecting with your audience at every step of the buying process. To know more about the benefits of using Salesforce for nurturing your leads, it’s prudent to partner with an experienced Salesforce consultant.
According to Girikon’s Salesforce Consulting Services Team JavaScript has progressed very rapidly in recent years and is still a very powerful programming language that runs on various platforms. If you’re learning JavaScript in 2017 and you haven’t touched ES6, you’re missing out on an easier way to read and write JavaScript.
ES6 refers to version 6 of the ECMA script programming language. ECMA script is the standardized name for JavaScript and version 6 is the next version coming after version 5 which is a major enhancement of JavaScript.
Let’s start
Before ES6, the only way that we could declare a Variable in JavaScript was using the var keyword. When we declared a variable using var Keyword inside a Function. This means that the Scope of that variable would exist only within the Function in which it was declared. And it still makes sense if we declared global variable (outside of a function).
Let’s see this example:
What do you think it will print? 1 or 2?
It will print both value (1 and 2) in the function, firstly 2 and then 1. This is because function scope 2 is printed when the function is called and because of the global scope, 1 is displayed the second time.
Most of you would have get this easily and everything is great until we encounter code inside an if Statement like the example below:
The code print 2, twice because the var keyword does not support block scope. This example makes no sense to you. A block is any code within curly braces. Block scoping ensures that any variable defined within those braces don’t become global instead they have local scope this type of control prevent you from unexpected behaviour in your code.
“Let” Is the New Var
The lack of block scoping has caused many headaches for JavaScript developers especially during variable declaration in for loops. So, for this ES6 introduced Let Keyword any Variable assigned with let always have block scope and cannot be hoisted. If we will use let keyword instead of var then it will be less error prone and avoid all the confusing bugs.
Const
ES6 also introduced another keyword const this can be useful when you need to declare a variable that cannot be redeclared. Const keyword are also blocked scope and cannot be hoisted. However, there are couple of things to be aware of when using the const keyword since const value cannot be reassigned, they must be initialized at the time they are declared.
Just don’t forget that constants are immutable so when dealing with objects or arrays, only the object itself cannot be reassigned. Property within that object or array can be changed example:
We can execute the following code and the name property will be reassigned without throwing an error.
Why type the same thing twice?
Developers are always trying to get data in and out of arrays or objects so for this they use code where the property of an object are initialized using variables like:
In ES6 you no longer must repeat yourself if the variables and object property names are the same. This code accomplishes the same thing:
All we did here was remove the repeating variable name and colon (:). This is very useful when we have objects containing many fields.
ES6 also provide a simpler way of getting out of array or objects. This helps reduce repetitive lines of code example:
You can now access the data through the variable names. So here the number 1 would be Printed to the console. But instead of this you can use another shortened method known as array DE structuring.
The bracket on the left side of the assignment are part of the new DE structuring syntax. So, this is something like four variables named one, two, three, and four and assign the first value in the numbers array to variable one, the second value to variable two, and so on. Shorter, sweeter, great.
We think that once you start working with ES6, you will come to love them as much as we do.
About Girikon
Girikon are IT Development and Salesforce Consulting Company. An excellent choice to be an organisation’s Salesforce Development Partner.
As a Software Development Company, we will take the time to meet your requirements.
We have a variety of
Salesforce Consulting Services
such as Implementation, Consulting, Support and Maintenance and Development Services which includes customization, migration and Integration.
Our Certified Salesforce Developers, Administrators and Architects are available through onshore and offshore delivery models to ensure the Salesforce Development for your implementation is less time consuming, is made simple, and most importantly cost effective.
Girikon’s delivery models can be as flexible as you like with established and balanced onshore/offshore models and agile practices. Our Salesforce Consulting company will provide you with the assurance of accelerated delivery timelines which drive huge reductions in cost and Time-to-Market.
A popular term that we constantly hear today in the tech marker is Cloud Computing. Salesforce is one of the technologies that is dominating among all the the cloud computing solutions.
In this blog, I ( A Salesforce Consultant) will give a brief introduction of Salesforce and will answer few questions: Why Salesforce? What is Salesforce? What are the services offered by the Salesforce?
Why Salesforce?
1.People who are using Salesforce say it’s unique for three major reasons:
• Fast: If we talk about the legacy CRM system, it takes year to deploy. But Salesforce provides you a fastest path from Idea to App. You need not to think about the infrastructure but building your app.
• Easy: In easy to use category Salesforce is the Boss. You need to spend more time on developing rather than figuring it out.
• Effective: The ability of customizing Salesforce to meet your business needs, consumers find it very effective.
2. Salesforce is handy, it is there on cloud, a device and internet connection and your team is good to go.
3. As compared to other CRM’s, Salesforce is easy to integrate. You can integrate Salesforce to your Outlook as well as your accounting software.
4. Salesforce is highly scalable to your growth.
5. Salesforce is for all, even the startups and small businesses can use Salesforce.
Salesforce is affordable considering its vast variety of services.
What is Salesforce?
I hope I have answered the above question well, why should we use Salesforce. Now it’s the time to discuss what is Salesforce?
Salesforce.com is a company and Salesforce is a technology. Salesforce.com started as SAAS (Software as a Service) CRM Company. Along with various software solutions, now Salesforce.com provide a platform named Force.com for the developers for building and distributing custom software (PAAS).
Salesforce is the technology which works on Multitenant Architecture, that describes multiple users can share the common access to the software instance. On Salesforce platform, software and infrastructure upgrade happen automatically. So your organization need not to worry about managing technology, rather focus on innovation.
What are the Services offered by the Salesforce?
The importance of Salesforce in Cloud Computing market cannot be understood completely, without knowing about the wide variety of products and services that Salesforce offer. Below are the cloud services that are offered by Salesforce:
• Salesforce Sales Cloud
• Salesforce Service Cloud
• Salesforce Community Cloud
• Salesforce Marketing Cloud
• Salesforce Commerce Cloud
• Salesforce Analytics Cloud
• Salesforce App Cloud
• Salesforce IOT Cloud
I tried to touch the basic technical aspects of Salesforce in this article. We as an organization and Salesforce implementation partner provide Salesforce development services in all the major areas.
The success of any software implementation depends on the user adoption rate. In any organization, a new system is implemented for the betterment of its employees as the new system eliminate some or all redundant process, manual efforts.
Well, it is not necessary that the newly implemented system does the above-mentioned work. In short, it helps in boosting the employees’ efficiency.
The same goes for Salesforce Implementation . If your employees’ are not used to Salesforce environment, then it will be quite difficult for the users to adopt the system and work on it on the daily basis.
“There are innumerable reasons determining why users are not adopting a new system. In the below segment we will be discussing those factors and solution for solving them and getting more and more users onboard.
Training Sessions for the End Users:
It is important to provide full-fledged training, especially to the immediate end users before switching to a new Salesforce solution. Video, tutorial, live demo, webinars on UAT Mode proves to be quite beneficial and helps a lot in adapting.
One can also provide customized training for different users depending on their permission, groups. When the employees attend the training, they share their doubts, feedback about the solution which in turn helps in making the solution even better for the employees.
Prepare the End-users:
It is important to keep your users notified that a new system will be introduced to them for their daily work. You can do this 1 month or 15 days prior to the implementation depending upon the system.
You can start with pamphlets, newsletters, etc., and as the implementation day approaches you can organize one to one training so that user adoption is smooth and the user will also not find that hard to settle with the new system.
User Manual for the users:
It is a good practice to provide User Documentation of newly developed system so that the end users can refer that document whenever they get stuck. User manual with system images gives more clarity and helps the end users to find the solution easily.
Realize your users the need of new system:
It is vital to explain the need for introducing a new Salesforce solution to the end users and what benefit can one achieve from the new solution so that the adoption is less complex.
Implement the new system in sync with the existing business flow so that the users can understand it and find it not hard to adapt it.
Provide support to the end users after implementation:
After the implementation, provide hands-on training to the users and resolve all the queries asked by the users. Sometime, a user may get confused by seeing new user interface may end up asking minor questions. All you have to do is be patient and answer all the questions asked and show them how to achieve it.
That’s all for this article, in case you need a Salesforce Consultant , Salesforce Implementation Partner or Salesforce Development Services then please feel free to reach out to us at sales@girikon.com
Girikon is a one-stop destination for Salesforce Development related work having its offices in USA, Australia and India