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
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.
It is a worldwide truth that Salesforce is World’s number one CRM. It will be quite obvious for the business owner to go with Salesforce CRM for their business. If you need clarification on why you should go with Salesforce CRM, then please check out my previous article here.
Let us now assume that you will use Salesforce CRM for your business for the sales management. Now, its functionality is not limited to sales management only, you can expand its functionality depending upon your business model.
Salesforce CRM will not only boost your sales process but it will also display the loopholes in your business process like cold leads, lost opportunities, contact or leads having insufficient data, etc., through “Reports & Dashboards”.
You can generate a lot of reports based on different parameters and apply various filters and know what needs to be fixed to improve the efficiency. Like this there are many features of it which can improve your process.
To offer timely services, you can make use of case management, where you can set the priority of the case and assign to the concerned agent. So, for every problem there is a solution available with the Salesforce.
Can I implement Salesforce on my own?
The answer is easy. Yes!!! For sure you can configure and setup Salesforce CRM for your business. But to take the full advantage of such a good CRM you will also need assistance from a Salesforce Consultant.
A Salesforce Consultant has comprehensive knowledge & experience in Salesforce and knows every in and out of it. You can bring the hidden features of the CRM on your table so that you can juice it and bring maximum profit.
How hiring a Salesforce Consultant can help you?
So, you can implement Salesforce CRM on your own but for making use of its full capacity, it is also recommended to hire a Salesforce Consultant.
Save the time of your colleagues: When you implement a new system and need immediate result then you have to learn to operate it quickly so you attend training of that system. Now, this training part is newly added to your old routine so now your colleagues will provide undivided attention to training and normal job responsibilities.
Now, hiring a Salesforce Consultant is beneficial in this case. If there was no deadline for achieving result, then you could have gone with the training and invested a good amount of time. But, now you need result soon so Salesforce Consultant can do the setup, customization to yield a solution and your team can focus on their job.
Going with Coding standards: Hiring a Salesforce Consultant also means that whatever customization they are doing is following the best practice which means your system is protected from web hacking, making your software stable and the quality of the software is also improved.
Fast Support & Maintenance: After implementation, customization your system was working really well. Now after some time, you start facing some issue which is hampering your production and efficiency. So, with the help of Salesforce Consultant, you can always rely on them for support.
How hiring a Salesforce Consultant Increases ROI?
Adapting New System: You have implemented Salesforce CRM for your business. Now after proper training and guidance when your employees will start using that system then it will improve their efficiency, redundant data will get reduced, you can track their work (leads, opportunities), know their pipeline.
You will have a better idea of your business flow. You will come to know about the issues faced by your employees and then you can also work on it. So, this is also increasing your Return on Investment.
That is all for this article, in case you need Salesforce Consultant for any Salesforce related work, then please feel free to reach out to sales@girikon.com
For any sized business, one should have a robust and efficient CRM (Customer Relationship Management) software solution to increase the productiveness and revenue of your organization.
Now the question comes to one’s mind is which CRM to choose for your business? Selecting an ideal CRM is utmost crucial for your business as with the help of this tool you will manage your leads, customer services, sales, etc.
According to the Gartner Report, the Customer Relationship Management Software Market Grew 12.3 % which means people all around the world are relying on CRM for managing their business.
There are abundant of CRMs available to serve your business needs but one should be careful while selecting the right CRM for your business.
Before proceeding towards an ideal CRM, let us understand few important parameters which you should check before selecting a CRM.
Available for any (small/mid/large/) scale business or Non-Profit Organization.
Pricing
Features like lead to opportunity management, Reporting Management, Customer Service Management.
Automation of the CRM as per the need for Workflows, Approval, Flows, Triggers, etc.
Report Generation, Sales forecast, etc.
Integration with Social Media Platform, Email Marketing Platform.
Ability to implement a new feature on CRM by installing 3rd party tool or by customization.
Overall security of data.
Compatibility with all devices and available as an app for the mobile user.
As per the recent article “Best CRM Software 2018”, it is understood that Salesforce.com’s Customer Relationship Management (CRM) service is the best CRM for your business and it matches with the above mentioned parameters as well.
In this article, I will be explaining to you why you need Salesforce Services for your business and how it will help you in the long run.
Talking about the Salesforce CRM, it helps in the lead to opportunity management, getting reports by taking various parameters into consideration. If you need any particular feature in your CRM which can enhance the process, then you can also install a third-party app from the AppExchange.
You can also take help from Salesforce Consultants who can assist you in guiding and developing a complex solution in Force App Cloud.com. These solutions make your CRM even powerful.
Salesforce also offers Community Cloud with the help of which you can connect and collaborate with your clients, vendors, employees to form communities. You can handle articles, FAQs for your portal easily and your customer can find the solution to the general problems on your portal itself.
Your customers can also create cases from your portal (community) and that case can be assigned to the agents or the case can be escalated based on the workflow. With the help of Community Cloud, you can offer the best customer support services to your customers and boost up your sales.
Next we have Salesforce Marketing Cloud, with the help of which you can manage various email campaigns, Social Media Marketing, Advertising, B2B Marketing Automation for lead generation, product promotion on various social media platforms, and much more. You can shoot emails for different purposes and track their report.
It is always beneficial to have some forecast, logical recommendations with an explanation, about your business so that you can avoid taking the wrong decision which can affect your sales figure. Einstein Analytics does the same for your business by prediction. It analyses the data in the system and then gives you the recommendation for your business.
Now we have come to the end of this article, I hope this will help enlighten you about the Salesforce Services and how it can benefit your business.
In case you need help in any of the above Salesforce Consulting Services, then you can surely contact us. We are a Salesforce Consulting Partner and offering out-of-the-box solutions.
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Salesforce Consulting Services
200+ Salesforce Consultants
400+ Salesforce Certifications
Salesforce Partner Since 2015
Average rating 4.9/5
Contact us for a NO COST Consultation
Salesforce Consulting Services augment the efficiency and efficacy of your sales, marketing, and customer support teams. Our best-practices-based CRM consulting methodology helps organizations innovate faster on Salesforce and plan for long-term sustainable success.
As a Salesforce consulting company, we have helped organizations across industries embark on a digital transformation journey by providing them guidance on technology, business, and strategy.
Our Salesforce Consultants have expertise in Sales Cloud, Marketing Cloud, Pardot, Mulesoft, EDA, CPQ, and Lightning Architecture. We use innovative design thinking by adopting a customer-centric approach to help you unlock actionable insights into customer data.
Our expert Salesforce professionals will assist you throughout your CRM journey. Our experts have experience across domains to help you with pre-configured solutions specific to yours, complete customization of the Salesforce platform, or third-party integrations. We will work closely with your teams to develop a deep understanding of your business and how you go about it. We will then leverage our extensive experience and best practices to deliver the best guidance to maximize your Salesforce ROI.
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Why choose Girikon as your preferred Salesforce Consultant?
Complete accountability
Our experts can help you realize your most ambitious goals with our focused commitment to maximize your Salesforce ROI.
Expertise
Tap into our vast experience of delighting customers across the globe.
Faster innovation
Unlock the true power of Salesforce, get access to the latest upgrades, and innovate rapidly.
Faster outcomes
Turn your vision into reality by partnering with an expert committed to your long-term and sustainable success.
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Girikon’s Salesforce Development Services Portfolio
Salesforce Advisory
Get guidance on your digital transformation journey and build a customer-centric roadmap for innovation.
Talk with an Expert
Salesforce Implementation
We provide implementation services on major Salesforce products such as Sales Cloud, Marketing Cloud, Service Cloud, and more, all tailored to meet your unique business needs.
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Salesforce Support
We will assist you with platform maintenance, product upgrades and enhancements, solution optimization and more.
Free Assessment
Salesforce Managed Services
We will provide a flexible, on-demand solution to fully manage your Salesforce instance without hiring a full-time staff.
Let us show how to save $$$
Salesforce Customization
We will help you with complete customization needs of your Salesforce instance to best align with your business goals.
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Salesforce Integration
We help you integrate your Salesforce instance with third party systems to give you a unified 360-degree view of your business.
What to know how?
Salesforce Development Services
Our technical specialists will work with your teams to design and develop custom apps that significantly improve operational efficiency.
Talk to a consultant
Salesforce Lightning Migration
The move from Classic to Lightning is tricky. So, you must partner with an expert who can ensure a seamless transition from one platform to another.
Let us show how to save time
Salesforce Products
Salesforce Sales Cloud
This cloud platform centers around improving sales automation, optimizing sales workflows, and boosting sales outcomes. It provides features for managing contacts, forecasting sales, and managing pipelines, empowering sales teams to accelerate closure of deals.
Salesforce Service Cloud
This comprehensive customer service platform by Salesforce is tailored for customer service and offers functionalities for efficient case tracking, social networking plug-ins, and customer self-service. It assists businesses in delivering personalized support across various locations and devices.
Salesforce Marketing Cloud
Dedicated to digital marketing automation and analytics software, this platform offers a comprehensive solution for establishing marketing relationships with customers. It offers a range of tools for email, social, mobile and digital marketing.
Salesforce Commerce Cloud
Designed for e-commerce, this platform ensures a consistent customer experience across several commerce touchpoints, encompassing social, web, mobile, and in-store communications. It is equipped with tools for predictive intelligence, order management and fostering customer interaction.
Salesforce Community Cloud
Focused on community engagement, this collaboration tool allows businesses to build branded communities for customers, employees and partners.
Salesforce Analytics Cloud
This business intelligence tool is optimized for data visualization and mobile access. The analytics platform enables users to visualize data through an intuitive interface while providing valuable insights accessible to every user irrespective of the device they are using.
Salesforce Health Cloud
Designed specifically for the healthcare industry, this cloud platform helps in building patient engagement and provider relationships in a more efficient and personal way.
Salesforce Financial Services Cloud
This cloud platform empowers financial service institutions to deliver experiences that build strong customer relationships and loyalty. This integrated platform helps in managing financial accounts from a single platform.
Salesforce Einstein
This Artificial Intelligence platform, can be leveraged by businesses to streamline processes and enhance customer engagement as it offers predictive insights.
Salesforce AI Cloud
This cloud platform, empowers organizations to enhance customer experiences, as well as the overall business productivity using the capabilities of generative AI.
Education Cloud
Salesforce education cloud improves the student experience by understanding and predicting their needs throughout their education journey.
Salesforce CPQ
Salesforce CPQ is a sales tool that organizations can leverage to provide accurate pricing with any product configuration. Salesforce CPQ Developers at Girikon have experience developing several custom enterprise-level Quote-to-Cash solutions for clients across different industries.
MuleSoft
The platform offers several tools to build automation and integrations. The team of MuleSoft consultants at Girikon has experience in developing integration strategies that have helped businesses get the desired business outcome.
Tableau
It is a business intelligence tool leveraged by businesses for reporting and analyzing large volumes of data. The tool allows businesses to derive valuable insights from their data.
Beyond Providing Salesforce Consultation
We will work with you to discover and resolve the challenges that you might face while using Salesforce. Some of the common areas that we work on with our clients include:
Aligning Salesforce configuration with business processes
Driving user adoption
Improving page optimization
Augmenting customer engagement with an enhanced digital experience
Third-party system integration to provide a 360-degree view of your data
Implementing reports and dashboards that deliver actionable insights
We help you unlock the actual value of your Salesforce investment with our extensive experience in delivering purpose-built solutions.
As a Gold Certified Salesforce Partner, Girikon has a proven track record of providing superior service to customers across the globe. We have advised clients across multiple verticals and walked the digital transformtion path with them with a personalized approach.
FAQs
Why do You Need a Salesforce Partner?
Salesforce is a powerful platform with a plethora of features and tools. However, most Salesforce implementations fail due to unrealized potential and poor management. It would be wise to partner with a certified Salesforce Partner who can help you realize the true potential of Salesforce.
What is the Role of a Salesforce Consultant?
Salesforce is the best-in-class robust, scalable and flexible technology platform that has digitally transformed businesses across industries around the globe. However, without adequate expertise and experience, you will not be able to realize its full potential to maximize success. A certified Salesforce Consultant can help you successfully implement and optimize Salesforce in a way that meets your unique business needs.
Why Should We Hire as a Salesforce Consulting Partner?
We have delivered success to many customers across the world. Our purpose-driven approach enable us to keep our customers at the centre of everything we do. Our service engagement brings in the best combination of cost and value for our customers, which results in long-term success for them.
Which Industries do You have expertise in?
Our Global operations empower us to provide Salesforce Consulting Services in Education, Financial Services, Government, Automotive, Pharmaceutical, HealthCare & Life Sciences and Energy & Utilities industries worldwide.
How can a Salesforce Consulting Company Benefit Your Business?
To unlock the true power of Salesforce, you need a professional who understands your business, as well as Salesforce and its nuances. From aligning with your vision, planning and ensuring smooth implementation to adoption of your CRM while providing training and support to your staff, a Salesforce consultant can provide necessary assistance throughout your business transformation journey.
Can a Salesforce Partner help to Assess Salesforce Org Health?
A Live Salesforce instance requires regular maintenance and performance audits. Businesses can use the Security Health Check tool from Salesforce to assess the operational efficiency, as well as the security of their CRM. With the help of a Salesforce Partner, you can get a deeper view of the Salesforce deployment, including vulnerable areas such as password policies, network access rules, and session settings. Post a health check-up, the partner will submit a detailed report of assessment of the state of the system along with recommendations.