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
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Salesforce Consulting Services
200+ Salesforce Consultants
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Salesforce Partner Since 2015
Average rating 4.9/5
Contact us for a NO COST Consultation
Salesforce Consulting Services augment the efficiency of your sales, marketing, and customer support teams. Our 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.
With expertise in Sales Cloud, Marketing Cloud, Pardot, Mulesoft, EDA, CPQ, and Lightning Architecture, our architects use innovative design thinking by adopting a customer-centric approach to help you unlock valuable insights from customer data.
Our experts work closely with your teams to develop a deep understanding of your business while providing the best guidance and support to maximize your Salesforce ROI.
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Why choose Girikon as your preferred Salesforce Consultant?
Complete accountability
Our experts can help you maximize your Salesforce ROI through focused their focused approach.
Expertise
We strive to delight our global clientele through our vast experience.
Faster innovation
Get access to the latest upgrades and innovate rapidly.
Faster outcomes
We help you turn your vision into reality while being committed to your long-term and sustainable success.
Talk with an Expert
Girikon’s Salesforce Development Services Portfolio
Salesforce Advisory
Get guidance on your digital transformation journey and build a customer-centric roadmap for innovation.
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Salesforce Implementation
We provide implementation services on major Salesforce products, all tailored to meet your unique business needs.
Read More
Salesforce Support
We also assist with platform maintenance, product upgrades and enhancements, solution optimization and more.
Free Assessment
Salesforce Managed Services
We provide a flexible, on-demand solution to fully manage your Salesforce instance.
Let us show how to save $$$
Salesforce Customization
We 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 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 and our experts help you with seamless transition from one platform to another.
Let us show how to save time
Salesforce Products
Salesforce Sales Cloud
This cloud platform provides features for managing contacts, forecasting sales, and managing pipelines, empowering sales teams to accelerate closure of deals.
Salesforce Service Cloud
This customer service platform by Salesforce 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 personalized way.
Salesforce Financial Services Cloud
This cloud platform empowers financial service institutions to deliver experiences that build strong customer relationships and loyalty.
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 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 walked the digital transformation path and provided clients across different industries with personalized solutions.
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.
Omni Channel
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November 17, 2016
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Nirupama Shree
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
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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.
Salesforce Cloud
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Salesforce Communities
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