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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.

With Shield, Salesforce looks to strengthen its promise of taking its Trust Services to the next level. Now, even industries with regulatory and compliance requirements such as Financial Services, Healthcare, and Public Sector can leverage the speed and innovation of cloud computing with the assurance of highest level of data protection, availability, and performance. The needs of specific industries can vary depending on the criticality of the data that they manage and use. While some may need to track sensitive customer being exported others might need to encrypt them or maintain an audit trail of data to safeguard data integrity. The understandably high pressure of balancing the shift to cloud platforms with meeting compliance needs has deterred several organizations from making the shift thereby being bereft from the benefits that it promises to bring along! Salesforce Shield is a premium set of integrated services built natively in the Salesforce1 Platform. With it, comes the capability to track the way in which one’s sensitive data is being used & handled. It certainly is a strong empowering tool for customers with complex governance and compliance needs to be able to track data going back up to ten years along with sensitive data encryption if they so desire. Salesforce Shield includes the following core services: Event Monitoring: This feature gives customers the transparent visibility into which users are accessing what kind of data along which the actions that they are taking on it. Field Audit Trial: Salesforce customers now have the ability to go back & check their data state up to 10 years. It provides Audit trial data for up to 60 fields per object. Platform Encryption: All sensitive data can now be easily encrypted at rest (at the metadata layer) without hampering any business functionality. Transaction Security: Users can add various processes to Event Monitoring using the transaction security feature. Specific events can be configured with Salesforce to trigger actions as required. For example: When any User tries to access the Salesforce from any unsupported browser it will not provide access. The Shield Platform works through the combination of the tenant key (available with the customer) and a master secret controlled by Salesforce to generate the org-specific data encryption key. This key is used to encrypt sensitive data stored in standard and custom fields, files, and attachments. The derived keys are never persisted to disc, ensuring maximum security for encryption keys. Setup Salesforce Shield Setup -> Security Controls -> Platform Encryption Create Tenant Secret Enable encryption for files, fields, and attachments Assign permission to generate, rotate, and archive your org’s keys If user has the permission to “View Encrypted data”, then the data gets decrypted before presenting it for user Fields with the following field types: Text, Long Text Area, Phone, Email and URL in standard or custom objects can be encrypted

Salesforce Consulting Services Expert Salesforce Consulting Partner for Phenomenal Business Growth Talk with an Expert Contact us for a free quote Girikon is a one of the top USA based companies offering salesforce consulting services, helping businesses streamline, customize, and maximize the benefits from Salesforce platform. As one of the leading Salesforce consulting companies in the USA, we deliver end-to-end consulting, implementation, AI-optimization, and managed services for Salesforce. Are you looking to draw the most out of your Salesforce Instance? At Girikon, we empower businesses of all sizes implement, tailor and optimize Salesforce by leveraging our expert Salesforce consulting services. Our custom made solutions align with your unique business objectives to increase operational efficiency and profitability. Our Salesforce Experience 300+ Salesforce Consultants 400+ Salesforce Certifications 2015 Salesforce Partner Since 4.9/5 Average rating Our Salesforce Products and Capabilities Salesforce AI Services Generative AI Services Salesforce Sales and Service Cloud Salesforce Omni Studio Agentforce Consulting Services Salesforce Experience Cloud Einstein MuleSoft Consulting Services Salesforce Development Services Salesforce Support Salesforce Integration Services Salesforce Marketing Cloud Force.com Development Salesforce Lightning Services Unlock the full potential of Salesforce with Girikon – one of the best Salesforce Consulting Partners. From strategy to support – we have got you covered. Our team of experienced and certified experts are here to power your success by seamlessly implementing, customizing, and integrating Salesforce to meet the unique needs of your business. Why Opt for Our Salesforce Consulting Services? As an expert Salesforce Consulting Company in USA, we strive to elevate your Salesforce Experience through our end-to-end services. End-to-End Salesforce Implementation Consulting Our Salesforce implementation consulting covers everything from discovery and solution design to deployment and post-launch optimization. We follow best practices to ensure faster go-lives, higher adoption, and a Salesforce setup that delivers long-term business value. Tailored Salesforce Consulting Solutions As a trusted Salesforce consulting company, we deliver tailored Salesforce consulting services designed around your business goals, industry needs, and growth plans. Our consultants configure, customize, and optimize Salesforce to align with existing workflows, improve user adoption, and drive measurable efficiency across sales, service, and operations teams. Salesforce Data Migration Our Salesforce data migration and management consulting services ensure a secure, accurate, and disruption-free transition from legacy systems. We prioritize data integrity, compliance, and continuity while managing historical and active data so your teams operate confidently on Salesforce. Salesforce Integration Consulting Services Our Salesforce integration consulting experts connect Salesforce with ERP, marketing automation, telephony, finance, and third-party platforms to eliminate data silos. This creates a unified ecosystem and delivers a consistent, real-time customer experience across every touchpoint. Salesforce Managed Services Consulting Our Salesforce managed services consulting helps businesses continuously optimize, secure, and scale their CRM investment. From proactive monitoring and enhancements to user access management and real-time issue resolution, we ensure Salesforce runs reliably as your business evolves. Salesforce AppExchange Consulting Our Salesforce AppExchange consulting and development specialists build Lightning-ready, scalable applications optimized for performance, security, and marketplace success. We help businesses design, publish, and grow AppExchange solutions that meet Salesforce standards and buyer expectations. Why Select Girikon as Your Ideal Salesforce Consulting Partner? AI-Driven Salesforce Consulting: Smarter, Faster, Future-Ready At Girikon, our Salesforce AI-certified experts elevate your CRM with AI-driven automation, predictive insights, and seamless customer experiences. From smart chatbots to predictive forecasting, we optimize workflows and enhance decision-making. Certified Experts Our team of seasoned Salesforce consultants help organizations successfully implement and leverage Salesforce. They offer best practices and strategic guidance to ensure a seamless Salesforce adoption. Comprehensive Services Our extensive range of services as one of the leading Salesforce consulting firms help businesses maximize their Salesforce investment. Agile Approach Our experts follow Agile methodology throughout the stages of development, ensuring quality control, flexibility and a robust solution that provides desired business outcome. Affordable Engagements Our adaptable models cater to businesses of all sizes, offering maximum value throughout every stage. Faster Innovation We help you draw the most of latest Salesforce advancements to accelerate digital transformation while staying ahead of the curve. Rapid Results Our experts bring your vision to life by focusing on your long-term success. Industries We Cater to As one the leading Salesforce consulting firms, we guarantee our Salesforce consulting expertise and in-depth industry knowledge leads to a the successful execution of Salesforce initiatives across various sectors, including Healthcare & Life Sciences Retail & E-commerce Manufacturing Energy Education Government FAQs How to Zero-in on the Right Salesforce Consultant? Besides having technical acumen required to understand business needs, a reliable Salesforce consultant should have proven experience in your specific industry, as well as with the Salesforce products you’re using. Besides offering customized solutions, they should also have a strong track record of handling projects similar to yours. It’s also important that they follow a clear and structured methodology for both implementation and ongoing support, ensuring a smooth and efficient process. What Approach do You Follow While Integrating Salesforce with Other Systems? As one of the reliable Salesforce Partners in USA, we recommend the most effective ways to integrate Salesforce with your existing systems, enabling you to fully realize its value and potential. This includes Salesforce integrations, APIs, MuleSoft, and other third-party integration solutions. What Methodologies do You Use for Salesforce Implementation? Our methodology supports everything from basic implementations to the complex ones. We follow a structured approach: Assessment & Strategy: Our Salesforce Consultants evaluate your current capabilities, technologies, business processes, and requirements to develop a clear roadmap. Foundation & Scalability: We establish a strong foundation designed for long-term growth and adaptability. Tailored Implementation: We customize the solution to align with your organization’s unique needs and priorities, ensuring maximum impact. What Services Does a Salesforce Consulting Company Provide? A Salesforce consulting company helps businesses with end-to-end Salesforce services, including consulting, implementation, customization, integration, migration, and ongoing support. They evaluate your business challenges and design a Salesforce solution tailored to your industry and growth goals. What post-implementation support do you offer for Salesforce solutions? Our support goes beyond implementation—we help your organization maximize engagement with Salesforce, ensuring you get the most value from your investment. We offer managed services to maintain and optimize your Salesforce environment and assist in expanding its use within your organization. As one of the trusted Salesforce Consulting Companies in USA, we provide guidance in developing long-term roadmaps for sustained growth. function openCity3(evt, cityName3) { var i, tabcontent3, tablinks3; tabcontent3 = document.getElementsByClassName("tabcontent3"); for (i = 0; i < tabcontent3.length; i++) { tabcontent3[i].style.display = "none"; } tablinks3 = document.getElementsByClassName("tablinks3"); for (i = 0; i < tablinks3.length; i++) { tablinks3[i].className = tablinks3[i].className.replace(" active", ""); } document.getElementById(cityName3).style.display = "block"; evt.currentTarget.className += " active"; } // Get the element with id="defaultOpen" and click on it document.getElementById("defaultOpen3").click(); var accdn = document.getElementsByClassName("accordion"); var i; for (i = 0; i < accdn.length; i++) { accdn[i].addEventListener("click", function() { this.classList.toggle("active"); var content = this.nextElementSibling; if (content.style.display === "block") { content.style.display = "none"; } else { content.style.display = "block"; } }); } var accdn = document.getElementsByClassName("acc"); var i; for (i = 0; i < accdn.length; i++) { accdn[i].addEventListener("click", function() { this.classList.toggle("active"); var content = this.nextElementSibling; if (content.style.display === "block") { content.style.display = "none"; } else { content.style.display = "block"; } }); }

As the customers in today’s world want their work or cases to be resolved accurately no matter through which channel they will be contacting your company. Omni Channel is a flexible feature provided by Salesforce which needs customization. We can achieve its functionality without writing a code. Through Omni channel it would be very easy to prioritize the work items which are coming from the Standard as well as Custom objects say Leads, Contacts, Opportunities etc. or it can also analyze the work items coming from Phone, Emails. Then the Work items can be assigned to the Queues. Each Queue then can be assigned to a single or multiple channels. According to the Roles assigned an Agent would then be able to receive the work items whenever they want. Through Omni Channel, Agents don’t have to work for the channel they are working on. Omni channel will look for the work items which are coming next. Queue in Salesforce in like a bucket which consists of all the incoming things from Leads, Cases etc. And then using Assignment Rules we can assign these Cases to their respective agents but this is a manual process. Now, through Omni Channel these work items could be assigned automatically. Omni Channel will look into the Agents & the Queues and the Agents with the high Bandwidth will get the Work Item/Case assigned to them. How to integrate Omni Channel with Salesforce Enable the Omni Channel for the org. Go to the “Omni Channel Settings” Enable Omni Channel Click on Save Go to the Service Channels Service Channel turns the Standard/ Custom objects to the Work Items. Then Omni channel will put these Work Items from the Queues & routes these towards the appropriate agents. Mention the Service Channel Name. Select the object on which you want to work. Now select the Custom Console footer component. This will include the VF Page or some Java Script. Click on Save. Go to the Routing Configuration Routing Configuration is used to route the work items to the agents. As all the Work Items have relative importance so it helps in maintaining the size of items in Queues so that Agents can have the keen look on all the work items. It keeps the equality of the work being assigned to the Agents. Click on New. Give some Name to Routing Configuration. Mention the Routing priority Select the Routing Models : Least Active, Most Available Go through the following app for understanding these 2 Models in brief : https://resources.docs.salesforce.com/sfdc/pdf/service_presence_administrators.pdf Mention the Units of Capacity or Percentage of capacity. This helps in defining the size of the work items in Queues. Go to the Queues Assign the Routing Configuration to the Queue. Select the Objects from which the Work Items are coming from. Now add the Queue Members to it. Click on Save. Go to Presence Statuses Give the Status Name. API name will come by default when you enter the Status name. No choose the Status options. Add the Service channels to assign to your Status. Click on Save. Example, Liveagent in Service Cloud Console can change their status to busy or logoff etc. simply by just drag & drop. Similarly, different Statuses can be made in Omni channel as well. Now, go to the Presence Configuration When a user enables the Omni Channel, it will automatically create the Presence Configuration. It determines what Work Agents can take on & what all Omni channel they can access while assisting the customers. Each agent can be assigned to only one Presence Configuration. With this you can specify the work items for each individual depending on the amount of work an agent can take at a time. Go to Service Cloud Console App Click on Edit button. Add the Omni Channel Component to it. Click on Save. Go to the Service Cloud Console. There you will see the Omni Channel existing in it with all the Status with it. If you need Best Salesforce Consulting Services for any Salesforce related work, then please feel free to reach out to sales@girikon.com

Salesforce launched Lightning Voice feature in its Summer’16 release to connect to your customers in a whole new way i.e. to support the customers anywhere in the world with any telephony environment. It is out of the box solution through which Voice Calls can be generated within Sales Cloud. Now, Users will be able to make calls, receive calls or automatically log calls, take notes all within a single platform. Also the Salesperson has the ability to localize the person & thus match the contact’s region. It is the easiest way which Salesforce committed for interacting with clients. Now, Salespeople can sell faster & smarter after the delivery of Lightning Voice in Sales Cloud. The major advantages: Increase Sales productivity – Users can speed up the process of calling a customer or prospect by dialing them with a single click from Sales Cloud Lightning. In additional feature when a Lead, Contact or Account is created in the field Sales Team will get the notification along with the Account record created & automatically the Account record gets created which contains the Contact Number of the clients so that the Sales Person can instantly call them with a single click. Deal with Smarter conversations – Communication gets new dimensions with Lightning Voice. Whenever the prospects call the answering can be easily done within the Sales Cloud by the reps & also they can view the prospects valuable data along with their Sales history. Automatically Log Calls – With Lightning Voice process, any inbound i.e. call by the Prospects or outbound call i.e. calls by reps can be done. Take the Notes – During a call, the Users can instantly make down their Notes against the call record for Follow Up or if any work has to be done which will thus get save in the record. Sales People to localize the number to match the Contact’s region – Users can choose a number i.e. local to the Contact’s number & when the call comes in you can navigate directly to the Contact’s number & then can be called directly within Salesforce. Reduce Data Entry & thus increases productivity – Now during a call only we can make notes for the reminder purpose & thus we can say bye to sticky notes or napkin scribbles. Time saving: The usage of Lightning Voice saves time and also manual efforts. Ease in taking notes Note-taking section is inbuilt in Lightning Voice. This section pops up while talking with the customer. The notes will be automatically stored against the call record as soon as we move on to the next call. The multitasking ability – Lightning Voice has the multitasking feature. It helps us call the customers, take notes and record the details simultaneously without switching apps or devices. Automatic call-logging – Now, there is no need to write down the details of a call. It will be automatically done after each call. Increased productivity –Speed, reduced data entry and multitasking feature altogether means improved productivity. Pricing & Availability: Lightning Voice is available in Sales Cloud Lightning since July 2016 for Sales Cloud Lightning Users. It is available for the Users of US & Canada. Lightning Voice Prices: Outbound calls are available for $45 per user, per month – It provides click to dial functionality & also provides 2,000 total talk time per user per month. Inbound calls are available for $5 per user, per month – It provides the acceptance of incoming calls. In order to close the deal in your favor, you need to have the complete data about the customer at your fingertips. With the help of Lightning Voice, you can have all the relevant data related to the deal while you are on the call with your customer. Now, all the communications which you will have or had with the customers – including call history and call note are not just accessible to you and your sales team. But also anyone engaging with that record can access the data to provide a whole new level of customer engagement. 1) This feature is available for Lightning experience only. 2) As of now, outgoing calls are available for US & Canada only. 3) It provides an Outbound Call Product along with the optional inbound calling product. Salesforce Lightning Services for any Salesforce Lightning related work, then please feel free to reach out to sales@girikon.com You can check blogs Related to Salesforce https://salesforceconsultingservices.wordpress.com/ https://salesforceconsultingpartner.tumblr.com/

Salesforce Customization & Integration Services We have certified Salesforce Administrators and Developers who help our customers to customize and build Salesforce.com Apps to meet their business requirements. Sometimes customer needs to integrate their existing ERP system with the Salesforce instance. We provide cost effective quality solution on their existing ERP system with their Salesforce instance Customization and Integration. With our experienced and certified Force.com team, save over 50% costs on Salesforce Customization and Integration services in USA & Offshore. Girikon’s wide implementation and development on Force.com experience will help you get the most out of your Salesforce system Our Approach We help our customers to setup the new Salesforce instance or customize their existing environment according to their need. We also provide them the training to use the different tools of the Salesforce.com that helps them to run their business flow easily. We help our customer to create the complex business process using the Salesforce.com workflow, approval process and triggers. Our Offerings Salesforce Integration with other apps. Data migrations from environment to another environment. Data Cleaning. Communities and Customer Portal setup and customization. Upgrading Salesforce environment. Third Party App integration with Salesforce.com like Desk.com integration, Mail Chimp integration etc. Creating complex workflows and approval process. Users and Profile Management. Providing support for Sales and Service Cloud. Why Choose Us Quality with On Time Delivery: We maintain the highest quality standards and strict guidelines. Along with highest quality we strictly follow delivery timeline and it’s always done on time. Experienced: Girikon today has over 150+ Technocrats working onsite and offshore for Fortune 1000 clients. We have delivered more than 200 Salesforce projects having over 1, 50,000 hours of Salesforce implementation, migration, customization and Force.com development experience. Cost-Effective: Our business model is to provide cost effective onsite Consulting followed by a mixed offshore and onsite solution. This model helps us in keeping customers development costs low while providing world class and quality development support. With Girikon’s unique team combination model we deliver the same productivity level with a 50-70% cost reduction. Flexible: As a flexible partner we give our clients the flexibility to choose service model from the day one of project and if needed can customize further at a future date. Our models include pure onsite, onsite/offshore, onshore/offshore and pure offshore teams. You Own the IP: You will own the source code and Intellectual Property of the work we do for you under our Agreement.

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