salesforce consulting services

As a robust cloud-based platform, Salesforce enjoys a wide adoption rate by businesses across different industry verticals. This is primarily because of this platform’s wide array of features, functionalities, and components. Irrespective of whether you wish to implement a new system or upgrade an already existing solution, you would require the assistance of a certified Salesforce consulting partner who would help you in every step of your Salesforce journey.  The network of Salesforce consulting partners has been growing over the years and ranges from individual partners to global agencies. They offer expertise across Salesforce products, industries, clouds, and system integration capabilities. However, before shortlisting a reliable partner, make sure you avoid committing the following mistakes: Disregarding the pain points and Goals: Before going ahead with any product implementation, organizations should have a clear vision regarding the usage of this solution, the problems it would address, and the goals it would achieve. Without assessing all these aspects, organizations may waste time and money on an underutilized system that cannot be utilized to its full potential.   Lack of Salesforce Knowledge: To interact with their consulting partner, organizations should be familiar with standard Salesforce terms and technical aspects. To acclimate themselves with basic knowledge of Salesforce, users should watch explanation videos, product demo, etc., on Salesforce.org and Salesforce.com. Disregarding this aspect can prove to be is a mistake that should be avoided. Placing Price over Quality: It is easy to get tempted to engage with partners ready to offer services at a low price. However, if you prefer saving some bucks at the cost of quality, you may spend higher costs than planned initially. You may also decide to invest in Salesforce developers as it might seem to be a financially wise choice at the onset. However, you will get a well-developed solution but not evaluated holistically, which results in low adoption rates. Undervaluing the Power of Reviews: The portfolios of all the companies look great on their websites. However, this is one side of the coin. It is essential to visit independent review platforms to seek unbiased opinions. For instance, customer reviews on AppExchange enable you to measure customer satisfaction rate much better than survey responses published there. Making Hasty Choice: When selecting a Salesforce partner, making a hasty decision can make you repent later. So, make sure you take time to make an informed decision. Seek references from business networks or Salesforce platforms like AppExchange and Trailblazer community to choose from a larger pool of Salesforce consulting companies. Only after you have carefully studied their case studies and portfolios should you select a partner for your project. Overlooking their Experience: While it is vital to look for relevant technical knowledge and proper certification in your partner, you should not ignore their industry expertise. Since Salesforce doesn’t provide out-of-the-box solutions, you should look for partners to create customized solutions to meet your unique business needs. You should also look for companies with enough resources and use a similar business model to yours to handle a business of your size. Final Words:  Investing in Salesforce is a big decision requiring proper planning and implementation to leverage all the benefits. By avoiding the mistakes mentioned above, it is possible to choose the right Salesforce partner. By having the right partner by your side, you will be able to make the most of this platform and take your business to new heights by following the ideas and best practices. 

In today’s digital era, businesses across different industry verticals are leveraging technology solutions to manage their business processes and streamline operations, and the financial services industry isn’t any exception. The shift towards digitization has pushed the financial services sector to accelerate its processes by leveraging robust technologies and adopting digital transformation initiatives such as cashless payments. According to a survey conducted by Gartner, around 67% of senior finance leaders advocate the need for digitalization and focus on the optimization of finance technology.  Apart from this, other disruptive technologies such as Robotic process automation; Artificial intelligence, cloud services, and other financial business models have made their way. One such technology solution is the financial services cloud by Salesforce that provides tailored services to enterprises. The Salesforce financial services cloud has helped wealth management stakeholders ensure enhanced customer satisfaction through accelerated digital transformation. It is essential to seek Salesforce support to know more about this robust platform.  What is Financial Services Cloud? The Financial service cloud is a platform provided by Salesforce and is available in the Lightning Experience. The platform is designed to create long-term customer relations while helping financial consultants offer high-end services. The cloud platform runs in a secure environment and can be leveraged by organizations to manage the assets and liabilities of their customers besides the accounts of investment and wealth management firms.  The platform is ideal for small and large enterprises as it allows financial advisors to deliver high-end solutions and technologies with tailor-made services. The platform is endowed with advanced features that enable consultants to spend less time gathering doing mundane tasks and focus on providing high-end assistance. The Financial service cloud encompasses several sub-verticals such as banking, mortgage, insurance, wealth management, and more. Features Offered by Financial Service Cloud: Enables Commercial Banking: Salesforce Financial Service Cloud facilitates commercial banking visibility in various aspects of wealth and finance, making it easy for consultants and relationship managers to make business-to-business referrals. This feature provides relationship managers with a customized layout that offers an optimum display of data and permission sets to access the Commercial Banking application. This allows relationship managers to manage their mortgage reports, referrals, treasury management, etc., more efficiently.  Helps Achieve Compliance: The Cloud infrastructure has helped organizations monitor customer relationships while following every interaction with a customer data model at the heart of the financial services cloud, which helps achieve compliance. The robust cloud solution helps the clients find new customers, grow their accounts, and close deals quicker while ensuring the security of client data and assessable client interactions across several channels. Provides Better Visibility: Companies can access client profiles to view client interactions and the information shared. With this, the wealth ecosystem of the clients and their families can be accessed, allowing financial consultants to grow their business across multiple channels. This insight provides relationship managers a better know how of the personal and financial product needs of the customers and how it can be used to achieve their goals. Enables Data Security: Before adopting new technology, organizations must fortify the security infrastructure. The Salesforce financial service cloud ensures robust security infrastructure for clients who have to undergo stringent security checks, inspections, and audits at regular intervals.  The Bottom Line: Salesforce financial cloud built on the Salesforce CRM platform has revolutionized the wealth management ecosystem. The robust cloud solution enables the wealth management team members to access information drawn from various sources, including the financial interactions of clients. This provides companies with a 360-degree view of the client. So, if you wish to deploy Salesforce financial cloud for wealth management, you must partner with a certified Salesforce consultant.

Compared to yesteryears, customers today are more aware and informed and thus expect a personalized experience besides quality services and products. Since customers are the lifeblood of every business, retaining them, especially the existing ones, is crucial as they spend 31 percent more than the new ones. This calls for a robust customer retention strategy that will not just ensure an increase in revenue but also a decrease in overall cost. It is possible to acquire a higher level of customer retention by implementing a robust CRM (Customer Relationship Management) platform like Salesforce.  According to a survey conducted by Salesforce, it has been revealed that acquiring new customers or clients is more expensive than retaining the existing one.     How to Boost Customer Retention Using Salesforce? Tracking Customer Interaction: It is possible to keep track of your customers with Salesforce integration. From where your customers are, when they made the last purchase to what they are looking for on your website, Salesforce helps you know everything about your customers and prospects. This will help you understand customer behavior and preferences while helping you respond to their needs appropriately. Moreover, you will be able to engage with your customers by sending them personalized messages/emails while introducing them to your products and services. Unify the Database of Your Customers: Since Salesforce helps gather, organize, and analyze all your customer data in a single location, which helps in customer retention. Your sales team will access all the data easily while staying informed. With this, data accuracy is increased, and data duplicity is reduced. Moreover, client satisfaction is ensured as transparent communication is ensured between business and customers. By partnering with a Salesforce consulting company, you will be able to make the most of this fantastic platform.  Power of Personalization: For every business, customer data is a mine of gold. By centralizing this wealth of data to be personalized later, it is easy to resonate with your customers. By leveraging Salesforce integration services, you will be empowered to take control of your customer relationship by using tools such as Pardot dynamic content that allows you to personalize emails, subject lines, and more. By personalizing communication, you show your customers that you care for them.   Engaging Inactive Customers: Salesforce enables you to interact with inactive customers by keeping track of their customers by consolidating emails, calls, etc., by checking their purchase history and buying preferences, keeping them engaged via personalized messages, and more. This way, you will save money and acquire new customers. Integration of Customer Service Tool: Several customer service applications such as service cloud, desk.com, etc., offered by Salesforce can be leveraged to eliminate silos ensure collaboration between teams, especially the account management and customer service departments. By leveraging these tools, overall customer experience can be improved. Quick Wrap-up: Businesses should consider harnessing the power of Salesforce to grow their revenue and profit. So, make sure you get in touch with a certified and reputed Salesforce implementation partner to ensure the successful implementation of this platform, which will ultimately help you retain your customers and build a strong relationship with them.

In today’s technology-driven era, the pace of innovation has never been faster. The digital disruption has significantly impacted the way businesses conduct themselves. In fact, businesses across different industry verticals have benefited from the wave of digital transformation. One such technology solution that has helped companies to transform their customer experiences while improving business process efficiency is the Salesforce CRM. As a cloud-based platform, Salesforce, with its wide array of features and functionalities, allow organizations to resolve their unique business challenges while remaining competitive. In the manufacturing industry, Salesforce is the enabler that keeps the machinery moving. The Salesforce manufacturing cloud by Salesforce can be leveraged by manufacturing companies with forecast accuracy, collaboration, visibility, and streamlining processes. The cloud solution addresses the pain points of the traditional system by automating processes, which helps minimize cost and improve efficiencies.   The cloud platform offers features such as marketing automation, sales management, partner relationship management, and customer service. This powerful cloud-based offering assists companies in handling client accounts, conduct, track sales prospects, noticing marketing outreach, and offering after-sales service & support. To implement the Salesforce manufacturing cloud, organizations should consider getting in touch with one of the best Salesforce consulting partners. Listed below are some of the compelling benefits offered by this robust platform:  Increased Sales: The ultimate goal of every manufacturer is to augment their sales and revenue by increasing their customer reach and engagement. Salesforce CRM collates all the crucial information, which can then be analysed to gain meaningful insights. The relevant information gathered by the robust CRM can be analyzed to draw actionable insights that can be used to take necessary steps for customer retention.  Improved planning: The CRM provides users with volumes of data that facilitate data analysis and planning. With the availability of clean and precise data, strategic planning can be done. Mundane tasks can be automated, and work processes can be streamlined, which improves overall productivity.    Enhanced Customer Satisfaction: With a robust cloud solution like the Salesforce manufacturing cloud, manufacturing companies can ensure better collaboration among all the departments. The empowering cloud solution can help companies deal with service and warranty-related issues. This will empower customers to be valued, which will pave the way for customer loyalty and satisfaction. Expansion of Business: This cloud-powered CRM helps businesses expand beyond their local boundaries and customer base. Salesforce CRM enables the process of expansion by prequalifying prospects, focusing on potential clients, and ensuring better communication. Moreover, employees become more sharp and attentive with a Salesforce CRM by their side, which leads to enhanced business productivity.  Final Words: Implementing Salesforce Manufacturing cloud within your business ecosystem can create efficiencies up and down the organization. While several manufacturers might be cautious of transitioning to new technology, the business benefits of deploying this technology are endless. Companies adopting Salesforce manufacturing cloud can help them stay competitive in a cut-throat business landscape. It is prudent to get in touch with a certified Salesforce consultant to know more about the Salesforce manufacturing cloud.

In this technology-driven era, businesses are leveraging technology solutions to stay ahead of the race. One such technology solution leveraged by companies to streamline their business processes and customer relationships is robust CRM software like Salesforce. In fact, Salesforce being a cloud-based CRM, enjoys enormous popularity and a wide adoption rate. Apart from this, it also offers a wide array of useful features, functionalities, and tools that are designed to resolve the unique issues of different businesses. One such tool is the Salesforce community cloud that enables organizations to create branded web portals for connecting customers, employees, and partner engagement. In other words, it helps to build branded communities for seamless collaboration and streamlined business processes. By leveraging the Salesforce community cloud, organizations can launch communities for their partners and customers. Through these communities, organizations can create a channel of collaboration and communication for their stakeholders. It is essential to get in touch with one of the most Salesforce partners to know more about this platform. Salesforce community cloud offers several benefits to the businesses adopting it. Listed below are some reasons why it is a must-have for organizations today:   Build Customer Community: The Salesforce community cloud allows customers to engage with company representatives and other fellow customers within an online community while providing them with customized solutions. It provides customers with access to tutorials, forum threads, articles, FAQs, and more so that they can seek answers to their questions and become self-dependent. They can buy products and connect with other users to share their experiences.    Enhanced Customer Experience: The online community cloud offers multiple self-service options such as articles, FAQs, etc. on the portal to be accessed by customers, thereby making them feel empowered. Customers can seek resolution to their issues through continuous service and support. All this translates to enhanced customer satisfaction as customers get a platform to collaborate and communicate with each other. This creates a strong connection between the company and the users.   Reduced Costs: Since custom templates and third-party apps are pre-built in the community cloud platform, creating customized in-house solutions is done away, resulting in cost savings. Apart from this, the cost involved in resolving a customer's ticket in the absence of useful information can also be saved. With a robust tool to manage organizational processes, organizations can save plenty of employee time, which otherwise might get wasted in analyzing disparate sets of information. The robust cloud platform can help businesses develop a good relationship with their customers and employees who can act as brand champions later on. This can help them save money, which they would otherwise spend on encouraging brand stories across different portals. Product Improvement: It is possible to create customer, employee, and partner communities, acting as a research hub. By gathering and analyzing communicating data, meaningful insights regarding customers, partners and employees can be gathered. Customers can have access to the answers to the most frequently asked questions. It has also been observed that marketing leaders can seek help from online communities to manage their customer relationships online. The Bottom Line:  In a nutshell, it can be inferred that Salesforce communities provide organizations the space they need to reach their business objectives regardless of what they are looking forward to, including improved customer satisfaction, increased sales, and employee inclusivity. In short, organizations can make things complex or straightforward with such a high degree of customization. The software can seamlessly be integrated with the existing systems as it is highly affordable. It is prudent to partner with one of the best Salesforce Consultants to implement the software successfully. 

INTRODUCTION When working on any object in Salesforce and with records we want to edit we can do it however when another user is also editing the same record at the same time in same Salesforce org then both users will have the previous save details to edit. Here is the detail of the problem, the user who saves the record first will change the details then the other user editing the same record is still editing the previously saved record. This causes issues when the second user doesn’t know the first record has changes and they are just about to change an old record. As a Salesforce Consultant I have had the QA team reject a piece of functionality due to changes to multiple changes to the same Salesforce object where I am either first, second or even the third user to make the changes to the same object. Girikon’s Salesforce Consulting services team is made up of hundreds of Salesforce consultants and as many as 10+ could be working on the same project at one time which sometimes makes it difficult for all consultants to know which objects the other consultants are editing. THE SOLUTION IS EASIER THAN YOU THINK… Now let’s think about the solution. We could lock the record for other users. This is a great feature so that second and third users must refresh in order to get the new details. Whenever two or more users open the Salesforce object record to edit then the user who triggers the first save event has priority and will be able to save the record. When the second user saves the changes then user will get locked and the record will not get saved. To remove the lock, the second user will need to refresh and re-open the editing Window for that particular record. Now the user will be presented the new details which were saved by the first user. I have developed a practical guide below to assist with eliminating the problem.   FOLLOW THE STEP BY STEP SOLUTION BELOW… First, the records of the object (that you want to edit) should be displayed on the screen through visual force page or lightning. Now select a record whose details you want to edit . If two or more users are editing the same record at the same time, then the user who will click on the save button on priority will only be able to save the record. If other users click on the save button the they will get directed to a new page which will show the message to refresh the page. For creating this you must add the below mentioned Visual Force code in your VF page. <apex:page controller="lockingMachenismForAnyObject" sidebar="false"> <apex:form > <apex:pageBlock > <apex:pageBlockSection> <apex:inputText value="{!searchName}" label="ENTER THE NAME TO EDIT"/> </apex:pageBlockSection> <apex:commandButton value="search" action="{!search}"> </apex:commandButton> <apex:pageBlockTable value="{!ReturningList}" var="v"> <apex:column headerValue="USER NAME" title="NAME"> <apex:outputField value="{!v.name}"/> </apex:column <apex:column headerValue="USER PHONE NUMBER" title="PHONE NO"> <apex:outputField value="{!v.phone}"/> </apex:column < apex:column headerValue="USER FAX NUMBER" title="FAX NO"> <apex:outputField value="{!v.fax}"/> < /apex:column> < apex:column headerValue="USER ID" title="ID"> < apex:outputField value="{!v.id}" /> </apex:column> <apex:inlineEditSupport event="ondblClick"> < showOnEdit="saveButton,cancelButton"/> </apex:pageBlockTable> <apex:pageBlockButtons> <apex:commandButton value="Save" action="{!save}" id="saveButton"/> < apex:commandButton value="Cancel" action="{!cancel}" id="cancelButton"/> </apex:pageBlockButtons> < apex:pageBlockSection > <apex:inputText value="{!newName}" label="Enter New NAME"/> </apex:pageBlockSection> <apex:pageBlockSection> <apex:inputText value="{!newPhone}" label="Enter New PHONE"/> </apex:pageBlockSection> <apex:pageBlockSection > < apex:inputText value="{!newFax}" label="Enter New FAX"/> </apex:pageBlockSectio > < /apex:pageBlock> </apex:form> For the above VF code below one is the apex code. public without sharing class lockingMachenismForAnyObject { //Describing all the variables. public string searchName{get;set;} public string idOfSearchedName{get;set;} public string newName{get;set;} public string newPhone{get;set;} public string newFax{get;set;} // Fetching the list of Account records. public List ob= new List([select name,phone,fax, id from account ]); //initialising Method. public list getReturningList() { return ob; } //initialising Method. public void search() { //Modifying the above list according to the name of the record which we want to edit. ob= new List([select id,name,phone,fax from account where name = : searchName limit 1]); idOfSearchedName = ob[0].id; Account[] accountObject = [SELECT Id FROM Account where name = : searchName]; //Checking the locking condition. if(Approval.isLocked(accountObject[0].id)) { Approval.unLock(accountObject); } } //initialising Method. public pageReference save() { if(Approval.isLocked(idOfSearchedName)) { //Sending the user to the locked page if the locking condition is satisfied. pageReference pr=Name of the connected page to display. return pr; } else { //Else saving the record and locking the same record for the other user. List ob=new List(); Account updateObject=[select id,name,phone,fax from account where id = : idOfSearchedName]; updateObject.name=newName; updateObject.phone=newPhone; updateObject.fax=newFax; ob.add(updateObject); update ob; Account[] accountObject = [SELECT Id FROM Account where name = : searchName]; Approval.lock(accountObject); return null; } } //initialising Method. public pageReference cancel() { pageReference pr=page.pramodSirVF2; return pr; } } About Girikon Girikon is a Salesforce consulting company,development team are based in the USA, in Noida, India and offices in Australia. Girikon’s global team in the USA, India and Australia, allows Girikon to respond at Lightning speed to customers across the globe and is known for its effective delivering and quality service. Girikon is made up of a team of certified Salesforce Consultants with experienced Project Managers, Business Analysts, Salesforce Architects, IT Developers, Consultants, and Administrators. Girikon’s team of dynamic professionals are experienced in IT across many industries and business, their specialities include software development which includes design, QA testing (Manual and Automated, Support and Maintenance and have many resource model options. Our vision is to develop scalable and simplified solutions for our customers.

What are the important questions you need to ask yourself before setting up or managing an existing in-house Salesforce Development Services team? Here are some questions I have heard from discussions with colleagues and customer during my time managing software businesses. It is common across all software applications and industries where organisations are always looking for cost effective development service solutions which delivers a quality result. • What is the experience level requirement for technical staff and what industry should they have worked in prior to joining the team? • How do I train these resources and keep them producing quality outcomes? • Would I require specialist consultants’ roles such as Architects, Business Analysts, Senior Developers, application Developers, UI/UX developer, Scrum masters or testers? The list goes on! • How many of each resource would service our organisational needs? • Can I employ graduates from a local university or even outsource this whole services? • What is the best approach? How do I establish a function which services the organisation’s needs and provide a quality outcome for the business? Many organisations who require Salesforce Developers or Consultants usually start with the employment of a Certified Salesforce Consultant usually a Salesforce Administrator or Salesforce App developer to configure and/or make changes to the Salesforce product(s) that are in use. The company often believes that they will avoid paying hefty premiums of in-demand Salesforce Consultants on an adhoc or regular basis from the larger consulting firms. Yes, in the short-term organisations do achieve the peace of mind of having an in-house team and substantial cost advantages. The downside is that in-house teams’ members often require the appropriate level of professional development and training to keep abreast of technology changes, new products, new features and releases. In-house staff also often require clear progression paths and motivation to stay at the organisation. Retention is sometimes very challenging when the organisation’s Salesforce Consulting Services is not a core business offerings. There are many challenges facing organisations who have made the decision to setup a Salesforce Consulting Services or Salesforce Development Services Team as part of the IT department, PMO or standalone. I personally have fielded these questions and challenges coming from my colleagues across a variety of industries, prospects and clients. Girikon believes it has developed a cost-effective offering which will answer every question above and provide you with the peace of mind, quality of service and have testimonials from a wide variety of organisations to prove their method works. Now let’s look at the options…… Imagine you had access to a range of Salesforce Consultants including Architects, Salesforce Developers and Salesforce Administrators working within your time-zone onsite and/or offshore to ensure all your Salesforce Development needs are all addressed. All your Salesforce consultants are certified and with a wide range and relevant experience levels and offer up to 50% of the cost of an inhouse team. Girikon believes local presence is essential when dealing with complex software packages and business critical systems. Girikon is fast becoming global with offices in the USA and now in Australia/New Zealand and Development Centre in India. Girikon’s Salesforce Consulting Services in USA and Australia provide a reach and local presence to organisations around the globe and are anticipating further growth in the future with offices planned in the UK/Europe as the next frontier. Girikon are Salesforce Experts and an excellent choice to be your Salesforce Development Partner. Girikon, a Software Development Company will meet your requirements with a variety of additional services such as Salesforce Implementation, Salesforce Support and Services including customization and Salesforce Integration. Also, as a Salesforce Implementation Partner, our experienced and Certified Salesforce Developers, Administrators and Architects are available onshore and offshore. We ensure the Offshore Salesforce Development for your implementation or business as usual is made simple, less time-consuming and comparatively Cost-Effective. Girikon’s delivery models provide the flexibility to establish a balanced onshore/offshore model with proven agile development processes. Our Salesforce Development Company provides the assurance of a high accelerated delivery timelines driving huge reductions in Time-to-Market and costs. The questions posed at the start of this article are all relevant and important when you are deciding to establish an in-house Salesforce team, determining what the team would look like including optional questions to reduce overheads. Girikon’s offering above addresses all the questions including our Salesforce Consultants experience levels, industry exposure, commitment to continuous improvement include training, have a variety of roles deployed within reasonable timeframes and more cost effective than graduate programs and pure outsourcing models. More importantly Girikon have a proven approach and model that has and will continue to address our partner’s needs. Find out more at https://www.girikon.com/offshore-salesforce-development/. Please share your feedback for this article, in case you need Salesforce Consultant, Salesforce Implementation Partner or Salesforce Development Services then please feel free to reach out to us at sales@girikon.com