Salesforce Consulting

Whether you are already running a Salesforce instance in your organization and would like to upgrade it, or you want to set up a Salesforce implementation from scratch, you will probably need the expertise of a Salesforce consulting partner. With the global adoption of the world’s No.1 CRM platform, the Salesforce consulting partners network has been growing over the years, ranging from individual consultants to global partner firms, offering extensive expertise across Salesforce products and industries and third-party apps. But, how do you find a consultant that is best suited for you?  Here are the top 9 mistakes companies usually make when Salesforce consulting partner and how to tackle them. Mistake #1: Not having a clear definition of business goals As a business leader you are expected to show the way. It’s not the job of a consultant. Before you decide what type of implementation you want, it is critical to understand why you need the proposed solution in the first place. How does it address your business goals? What problems is it going to resolve for you? What direction do you want your business to take post implementation? Without a clear understanding of these aspects, you may end up squandering time, money and effort on an underutilised Salesforce implementation and never really realise its full potential. To set the right direction for your business with the help of your Salesforce implementation, you need to clearly define: Determine Business Objectives – Enlist what you wish to achieve with the Salesforce platform, just in the immediate term, but over a 3-4 year period. Define Optimal Project Schedule – Set realistic expectations you’re your project execution timeline. Typically, implementation times take months for for mid-size businesses. Define your budget – Do thorough research and establish the budget range you are willing to invest into Salesforce implementation and administration going into the future over a 3-4 year period. Establish your Partnership Model – Determine the implementation scenarios of your project based on budget, time and resource constraints: will your Salesforce Implementation Partner perform complete implementations, will you split responsibilities with your partner, or you will do everything with internal resources while being guided by your partner. Define Project Stakeholders – Identify key people from your team who you want to involve in your project implementation. Amongst them, identify a champion who will drive the project. Define Salesforce Partners Roles – Identify the project roles and responsibilities that can be outsourced to your partner. Draft an RFP based on these roles which will help you to simplify discovery sessions with your prospective partner. Mistake #2: Lack of Basic Salesforce Knowledge This step is often overlooked.  To be on the same page with your implementation partner or consultant, you need to be familiar with the most common terms and capabilities of the Salesforce platform. Educate yourself with product demos, Case Studies and Whitepapers on the Salesforce websites to know about the features relevant to your business domain. Knowing how Salesforce has helped companies around the world in your domain, will help you speak the same language as your partner. Mistake #3: Prioritizing Price over Quality Yes, you would like best Salesforce Consulting Partner your money can buy. And there is always a tendency to attracted to cheaper offers. But sometimes, when you hire a low cost alternative with tight budgets, there are costs overruns and hiring that consultant may actually result in even higher running costs than originally planned, schedule overruns or worst case, project failure. Eventually, you may decide to invest only in Salesforce developers. Initially it may seem financially viable. However, if your developers do not have holistic expertise on the domain as well as the product, you may end up with an implementation that may either be underdeveloped or well developed but under-adopted by your end-users. Which is why Salesforce recommends working with Salesforce Certified partners so that there are no surprises in the long run. It is an expensive option compared to others, but the chances of success are much higher. Mistake #4: Underestimating the power of reviews All companies design their websites to look great. And why wouldn’t they? They want you to think that are the best at what they do. However, that’s not the entire story. But what are their clients saying about them? Customer reviews on AppExchange are a great indicator of customer satisfaction levels. Read reviews to know what’s good and what not about a product or app. There are also third part websites which publish reviews of companies for their services. Mistake #5: Rushing into a decision Investment into a Salesforce implementation is a huge decision. There is absolutely no reason to rush into it just because your competitors are doing it. Take your time, understand how a partner can help you and make an informed decision. Ping your network for references, surf through Salesforce platforms like AppExchange and the Trailblazer Community to access a larger pool of consulting companies. Go through their portfolios in detail. Browse through their client case studies for similar projects, determine how their work experience matches with what you need and compare. Mistake #6: Ignoring the marketing background of a Salesforce partner At the core of its business, Salesforce is a digital marketing company that empowers businesses to manage customer relationships and enables marketers to launch campaigns, track conversions, and measure ROI. However, not all Salesforce consultants have adequate digital marketing experience, and while it’s not mandatory, in order to maximize utilization of the power of Salesforce, you should find one that does. Solution implementation customization and administration are not the onoy things you need help with. You need to know how your business goals align your marketing goals., Mistake #7: Hiring a Salesforce Consultant with inadequate relevant experience You will find that there is no dearth of skilled technical experts on the AppExchange platform. But are technical skills and certifications enough to ensure the success of your project? No doubt, relevant technical knowledge is critical for successful Salesforce implementation, and you should always pay importance to the proper certifications of the consultants on your partner’s team.  However, domain expertise is equally important. What if Salesforce doesn’t offer out-of-the-box solutions for you line of business. You will then need to identify experts that can customize Salesforce for your unique business needs. Lack of relevant and adequate industry experience may lead to an implementation with cracks and consequently impact adoption by your team and your ROI. Besides domain knowledge, you should also look for partners who have enough resources to work with a company of your size and have worked on similar projects. Your due diligence on your prospective partner’s technical and marketing background will augur well in the long run. Take your time and do a thorough investigation into identifying the best fit partner for your project. Mistake #8: Not Choosing an Expert Why do you need to hire an implementation partner? Because you don’t have that level and kind of competence and experience available within your organization, right? And the last thing you want is a partner that readily agrees to every suggestion you make. What you need is a real expert who has the technical as well as the industry expertise to examine and inquire your business in-depth, and will confidently take the lead and suggest the path forward. Certified Salesforce Consultants avoid common mistakes, because they’ve learned the hard way, and will suggest the best path forward even though it may not appear right to you.  In other words, they will not hesitate to disagree with you. Mistake #9: Not looking long-term One of the most common misconceptions amongst businesses is that their engagement with their implementation partner finishes with the deployment of Salesforce. The truth however is quite to the contrary. Post implementation, your project will enter a phase where you will need expert support of a different kind: to drive user adoption of the platform, ensure that your platform is configured correctly after each Salesforce release, and troubleshoot all solution-related issues. Your organization is going to grow over the years, and so should your CRM. When new enhancements or customizations are needed, it’s much more efficient and easier to work with a tried and tested Salesforce partner who know your project ground up. Smart businesses today are focussed on fostering meaningful long-term relationships, that complement their core offerings with innovation. Investment in Salesforce is a huge step, and should be undertaken with proper planning. And Salesforce partnership is a handshake, where both client and partner work on common goals with shared responsibilities. Girikon, a Gold Certified Salesforce Implementation Partner, provides expert guidance and support throughout the client’s growth journey. We will assist you with your Salesforce initiative and deliver your unique CRM implementation solution working hand in hand with you Questions? Our reps have answers. CONTACT AN EXPERT

:root { --navy: #0a1628; --blue: #1a3a6b; --accent: #1d6fdb; --accent-light: #e8f1fc; --gold: #c89b3c; --text: #1c2b3a; --muted: #5a6a7e; --border: #dce4ef; --bg: #f7f9fc; --white: #ffffff; --section-gap: 3rem; } /* ── ARTICLE WRAPPER ── */ .blog-article { } /* ── HERO IMAGE ── */ .hero-image { width: 100%; border-radius: 12px; display: block; margin-bottom: var(--section-gap); box-shadow: 0 4px 24px rgba(10,22,40,0.10); } /* ── LEAD PARAGRAPH ── */ .lead-para { border-left: 3px solid var(--gold); padding-left: 1.25rem; margin-bottom: var(--section-gap); } /* ── SECTION HEADINGS ── */ p { margin-bottom: 1.1rem; color: var(--text); } a { color: var(--accent); text-decoration: underline; text-decoration-thickness: 1px; text-underline-offset: 2px; } a:hover { color: var(--navy); } /* ── DIVIDER ── */ .section-divider { border: none; border-top: 1px solid var(--border); margin: var(--section-gap) 0; } /* ── BENEFIT CARDS ── */ .benefit-cards { display: grid; grid-template-columns: 1fr 1fr; gap: 1rem; margin: 1.5rem 0 var(--section-gap); } @media (max-width: 600px) { .benefit-cards { grid-template-columns: 1fr; } } .benefit-card { background: var(--bg); border: 1px solid var(--border); border-radius: 10px; padding: 1.25rem 1.25rem 1rem; transition: box-shadow 0.2s; } .benefit-card:hover { box-shadow: 0 4px 18px rgba(29,111,219,0.10); border-color: #b3caf0; } .benefit-card h3 { margin-top: 0; color: var(--navy); display: flex; align-items: center; gap: 0.5rem; } .benefit-card h3::before { content: ''; display: inline-block; width: 7px; height: 7px; border-radius: 50%; background: var(--gold); flex-shrink: 0; } .benefit-card p { color: var(--muted); margin-bottom: 0; } /* ── PROBLEMS SECTION ── */ .problems-list { counter-reset: problem-counter; list-style: none; margin: 1.25rem 0 var(--section-gap); display: flex; flex-direction: column; gap: 1.1rem; } .problems-list li { counter-increment: problem-counter; display: flex; gap: 1rem; align-items: flex-start; background: var(--bg); border-radius: 8px; padding: 1rem 1.2rem; border: 1px solid var(--border); } .problems-list li::before { content: counter(problem-counter); color: var(--accent); min-width: 26px; } .problems-list li > div > strong { display: block; font-weight: 600; color: var(--navy); margin-bottom: 0.3rem; } .problems-list li > div > p { color: var(--muted); margin-bottom: 0; } /* ── 7 WAYS SECTION ── */ .ways-list { counter-reset: ways-counter; list-style: none; margin: 1.25rem 0 var(--section-gap); display: flex; flex-direction: column; gap: 0; } .ways-list li { counter-increment: ways-counter; display: flex; gap: 1.2rem; padding: 1.2rem 0; border-bottom: 1px solid var(--border); align-items: flex-start; } .ways-list li:last-child { border-bottom: none; } .ways-num { font-size: 1.6rem; font-weight: 700; color: var(--border); min-width: 36px; line-height: 1.2; padding-top: 2px; user-select: none; } .ways-content strong { display: block; color: var(--navy); margin-bottom: 0.25rem; } .ways-content p { color: var(--muted); margin-bottom: 0; } /* ── IMPLEMENTATION CHECKLIST ── */ .impl-list { list-style: none; margin: 1.25rem 0 var(--section-gap); display: flex; flex-direction: column; gap: 0.65rem; } .impl-list li { display: flex; gap: 0.85rem; align-items: flex-start; color: var(--text); } .impl-list li::before { content: '✓'; font-size: 0.85rem; font-weight: 700; color: var(--white); background: var(--accent); border-radius: 50%; width: 20px; height: 20px; min-width: 20px; display: flex; align-items: center; justify-content: center; margin-top: 2px; } /* ── CLOSING TEXT ── */ .closing-section p { margin-bottom: 1rem; } /* ── CTA BOX ── */ .cta-box { margin: var(--section-gap) 0 0; padding: 2.25rem 2rem; background: linear-gradient(135deg, var(--navy) 0%, var(--blue) 100%); border-radius: 12px; text-align: center; color: var(--white); } .cta-box .cta-heading { font-size: 28px; font-weight: 700; color: var(--white); margin-bottom: 0.5rem; } .cta-box p { color: rgba(255,255,255,0.78); margin-bottom: 1.5rem; } .cta-btn { display: inline-block; background: var(--gold); color: var(--navy) !important; padding: 0.75rem 2rem; border-radius: 6px; text-decoration: none !important; letter-spacing: 0.02em; transition: opacity 0.2s; } .cta-btn:hover { opacity: 0.88; } /* ── INTRO DEFINITION BOX ── */ .definition-box { background: var(--accent-light); border-left: 4px solid var(--accent); border-radius: 0 8px 8px 0; padding: 1.25rem 1.5rem; margin: 1.5rem 0; } .definition-box strong { display: block; text-transform: uppercase; letter-spacing: 0.08em; color: var(--accent); margin-bottom: 0.4rem; } Financial institutions have moved beyond looking for tools to streamline their operations and enhance customer engagement. They now want tools that fortify their security and help them deliver trust and transparency in every client interaction. The integration of Salesforce Financial Services Cloud (FSC) has made it possible for them to do exactly that. Salesforce FSC lets Bankers, Insurers and Advisors build trust by unifying the customer experience to grow their business. In addition, deliver consistent and engaging experience across channels. In this blog, we explain what is Salesforce Financial Services Cloud? Break down FSC’s core features, the real-world benefits, and share brief tips to implement Financial Services Cloud Salesforce for driving adoption and help BFSI leaders move beyond theory into execution. What is Salesforce Financial Services Cloud? At a glance Salesforce Financial Service Cloud offers a “purpose-built solution designed to meet the unique needs of financial institutions like banking, insurance, and wealth management.” In other words, Salesforce FSC is a unified platform to help different BFSI businesses build stronger client relationships, drive productivity, and deliver personalized experiences at scale. With the help of Salesforce Financial Services Cloud, financial managers get a single view of each customer’s activity across channels, geographies, and lines of business, both consumer and commercial. Now everyone across your financial institution can visualize customer relationships and associated key information in one place, to drive trusted customer interactions. By identifying live events and areas of opportunity to drive contextual action for investments, lending, mortgage, and insurance right out of the box, the Customer360 (Agentforce 360) platform empowers you to build trusted customer relationships for your financial institution. In addition, make it easy for your customers to connect with you from anywhere at any time with customizable communities. Key Benefits of Salesforce FSC for Your Business Let’s look at some of the core benefits delivered by Salesforce Experience Cloud: Lead Tracking Financial Services Cloud allows you to keep a close watch over leads and referrals. It comes with productivity-enhancing tools and integrated apps that help your teams keep track of all opportunities from generation to conversion. Activity Tracking Financial Services Cloud eliminates communication gaps amongst team members. It automates critical tasks to meet specific goals which can be auto assigned to appropriate team members based on their profile. As a business owner, it will give you a bird’s eye view of progress. Advisor Analytics Salesforce Financial Service Cloud is powered with the Lightning Dashboard that is designed to assist financial advisors in making smart and informed decisions for their clients, driving growth. Users can effortlessly customize their dashboards to deliver relevant snapshots for assisted decision-making. Unified Data Model With Financial Services Cloud, financial advisors can effortlessly manage financial services cloud data models such as customer data models, household models, individual data model account, or personal account data model, all on a single unified platform. Turbocharge Customer Care One of the most powerful benefits of Salesforce Experience Cloud is its intuitive customer care. Customers always expect more, including advice, prompt query resolution, open communication, and more. Salesforce Financial Services Cloud allows companies to meet all these expectations. Experience Cloud keeps track of all the customer’s activities, visualizes customer relationships, streamlines coordination among stakeholders, and delivers complete transparency. Enhance Engagement Salesforce Experience Cloud enriches the engagement amongst all business cycle constituents – customers, advisors, partners, employees. It unlocks new opportunities and augments the whole digital experience. By leveraging the power of AI, Salesforce Experience Cloud delivers reliable and trustworthy analytics, empowering companies to make swift, informed, intelligent decisions. Core Problems Salesforce FSC Addresses in Financial Services CRM We understand the key features of Salesforce Financial Service Cloud, now let’s dive into exploring the different challenges it helps financial services provider resolve: Fragmented Customer Understanding Even in digitally mature institutions, customer information is dispersed across lending, insurance, investment, and servicing platforms. What exists is data volume, not coherence, which limits a unified understanding of a customer’s financial position and engagement history. CRMs Ignore Financial Context Most CRM systems capture interactions and transactions but remain largely indifferent to financial life stages, shared ownership, or evolving risk profiles. This gap forces teams into reactive engagement, often missing opportunities for timely, informed guidance. Relationship Complexity Overload Financial relationships rarely exist in isolation. Households, business entities, joint holdings, and advisory dependencies introduce layers of complexity that generic account-based CRM models struggle to represent accurately or sustainably. Routine Servicing Burden Much of the work on the frontline is devoted to follow-ups, compliance records, and internal coordination management. Such dependency on manual processes interferes with speed of response and creates inter-organizational uncertainty in customer-facing operations. Financial Ecosystem Models The platform supports financial services cloud data models (that represent a person along with their relationships and financial activities) such as households, trusts, corporate entities, financial advisors, and all other client relationships. Thus, enabling a holistic 360-degree view of a client’s financial life within a unified platform. This helps to comprehend influence, ownership, and interdependence that teams are required to have when carrying out advisory activity, portfolio management, and long-term planning. 7 Ways Salesforce Financial Services Cloud is Transforming Financial Services So far, we have explored how Salesforce FSC helps different financial institutions tackle challenges in delivering services and workflows. It also enables them to focus on client-centric activities while maintaining compliance and operational agility. Let’s understand how: 01 Deeper Customer Trust Financial Services Cloud encourages institutions to view customers through the lens of relationships and shared financial context, not isolated products. This approach aligns more closely with how financial decisions are made in wealth management and commercial banking, where outcomes are shaped by networks of influence rather than individual accounts. 02 More Relevant Advice When the advisor has visibility into the portfolios, what has already been discussed and even insight into changing financial situations, then communicating becomes more purposeful. Context can no longer be rebuilt, and discussions can move to the strategy, implications, and actions that can be taken, which are relevant to the customer. 03 Seamless Client Experience Financial Services Cloud allows centralization of interaction history and context with customers and minimizes the level of fragmentation that often occurs across branches, contact centers and advisory teams that characterize many financial organizations. Such lack of siloed activities leads to fewer hand-off gaps, and internal teams can operate with mutual awareness, not with isolated knowledge. 04 Faster Client Response Lifecycle indicators, portfolio movements, and changes in financial exposure help teams recognize when engagement is warranted. Outreach becomes measured and relevant, guided by context rather than volume-driven campaigns or reactive issue handling. 05 Advisors Scale Wisely The platform reduces administrative overhead while preserving advisor discretion. Information is surfaced to support decisions, not replace them, enabling advisors to manage larger relationship books without sacrificing the quality of engagement. 06 Compliance Made Effortless Compliance obligations are met through structured recording of interactions and recommendations as they occur. This approach reduces post-facto documentation and helps institutions maintain regulatory discipline without interrupting customer engagement. 07 Unified Financial Journey Whether engagement involves lending, insurance, or investments, Financial Services Cloud provides a shared foundation that maintains continuity in how customers are understood and served. This consistency reinforces trust across long-term financial relationships. How to Implement Salesforce Financial Services Cloud in Your Organization Integration with core transaction and policy systems: Linking operational platforms ensure customer records reflect current financial positions and activity. Alignment with analytics and insight platforms: CRM data can be extended into analytical environments to support performance analysis and risk evaluation. Connection with communication and interaction channels: Email, telephony, and messaging integrations ensure engagement history remains complete and accessible. Extension through domain-specific automation and applications: Custom workflows and industry applications allow the platform to reflect internal processes and regulatory requirements more precisely. Closing Remarks With several financial services providers embracing digital transformation, robust security and privacy compliance remain crucial. Salesforce Financial Services Cloud is becoming a powerful tool for wealth managers, bankers, insurance advisors, and business and IT executives. It empowers them to make faster and smarter decisions, thereby driving productivity. However, to fully realize these benefits, your financial institute must know the nitty-gritties of its concept, features, and implementation strategy. So, if you are in the business of financial services, and want to turbocharge your productivity and growth, talk to our Salesforce Consultant today and deliver faster, smarter, and more personalized financial services. Questions? Our Salesforce experts have answers. Contact Our Experts

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.

As a cloud-based platform, Salesforce continues to rein the CRM space as it occupies a market share of around 20 percent. It is indeed the most popular and widely adopted CRM system due to the vast array of valuable features and functionalities offered by the platform. What makes it unique and one of the most preferred platforms is the release of new products and features year after year. With several new releases and acquisitions back and forth, Salesforce has come a long way. With such an evolution, users of Salesforce technology should learn to stay ahead of the curve. Instead, customers need to understand how they can use technology to increase business ROI, which significantly impacts the bottom line. Listed below are some great features that can help organizations optimize their Salesforce implementation for mitigating costs incurred due to customer and employee churn. It is always a good option to seek support from a reliable Salesforce consultant to know more about these features: Lightning Page Performance: This powerful feature allows users to deal with inconsistent lightning pages that aren’t optimized while working in a Salesforce org. The Lightning page performance is built natively into the Lightning App Builder responsible for doing all the analysis. This feature provides analysis about the performance of the pages on desktop/ mobile while providing tips to enhance performance and user experience. By benefitting from the Lightning Page Performance and optimizing the placement of the lightning component, end users can accomplish their duties much quickly and efficiently while dealing with the urge of distractions while opening multiple pages to fulfill their daily tasks. In-App Guidance: This feature assists employees with reminders, tips, and gradual walk-throughs to help them navigate the system appropriately. This feature can be configured to display a floating message or a prompt message in the utility bar. To measure the effectiveness of your implementation, data about the interaction of employees about guidance messages is recorded. This feature provides resources to users even before they recognize the need, thereby increasing the company’s ROI. This not just saves time but also improves efficiency. With supporting resources, and efficient workflows, employee morale is increased, and productivity is optimized. Salesforce Survey: For an organization to improve their ROI, they need to understand where the opportunities for enhancement are. Shortcomings usually exist in lengthy sales processes, product-related issues, slow response time, and more. However, identifying the bottom of the matter is necessary for implementing change. To understand customer experience regarding their products and services, organizations can directly gather customer feedback by using Salesforce surveys. This feature is endowed with a wide array of functionalities and the ability to automate the sending of the survey, customize email templates, and more. By gathering and analyzing survey results, organizations can better serve their customers. Social Studio: This feature is leveraged by organizations to connect with prospects and customers on social channels such as Facebook, Linked In, Twitter, and more. Eventually, this feature connects the sales, marketing, and service teams with their customers, enabling employees to develop meaningful relationships with customers and communicate with them on a common platform used both inside and outside of the workplace. Social Studio allows organizations to identify what prospects/ customers are speaking about the company, respond and track prospects as leads, and much more. With Social Studio, data-driven insights can be gained, which provides a deeper picture into how your customers engage with your social strategy, which can lead to enhanced lead generation and sales opportunities with the likelihood of maximum closure. Final Words: Businesses are seeking ways to save time and money by removing operational bottlenecks. The cost incurred as a result of employee and customer churn as a result of poor customer experiences can be alleviated by optimizing Salesforce and making the most of all the great features. To know more about these robust features, make sure you get in touch with one of the best Salesforce partners.

Ever since its’ inception Salesforce has made several new acquisitions. With every new acquisition, the company is improving its performance. Its compatibility with the AI platform i.e. Salesforce Einstein is due to the 12 acquisitions that it made in the year 2016. All the acquisitions made by the company till date has made it compatible with all the latest technologies and applications, platforms, and business types. It is in your interest to partner with one of the best Salesforce consulting partners to know more about Salesforce and its collaborations. Let’s take a look at some of the most successful and popular acquisitions made by Salesforce: ExactTarget: This tool was acquired by Salesforce to expand its pre-sales and marketing department services. This robust application has become a popular business tool as it is comprehensive and can provide them with email marketing services. In fact, this tool empowers the core marketing functionalities of Salesforce and improves its marketing suite. The complete product suite can simplify many operations such as SMS, emails, digital advertising and more. MuleSoft: The in-built API’s of this tool can be leveraged by organizations to build application network. Users of this tool can converse and exchange data with each other. Though, this acquisition had been one of the most expensive acquisitions, it provided Salesforce with a new direction by allowing it to provide enterprise-level solution to its users. The middleware connectivity offered by Mulesoft APIs helps enterprise to migrate to the cloud. This robust tool can provide organizations a complete view of their integration.   Tableau: The acquisition of this Seattle based company has been one of the most significant acquisitions as it has helped improve organizational performance considerably. Tableau is a robust and one of the best data visualization tools that has turned out to be extremely profitable for both companies. This acquisition has helped Salesforce users get access to user database of Tableau. With the help of Tableau, Salesforce users can know about their ambitious customers, which in turn can help them make intelligent decisions. Quip: This document management tool is used to gather, amalgamate, and store documents and spreadsheets thereby improving efficiency. Though, document processing tools like spreadsheets aren’t preferred any more, users are familiar with them. Salesforce CRM spreadsheets can be stored on the cloud. Quip is able to provide bi-directional collaboration of document together with synchronized data from Salesforce. Quip users can send videos, texts, and images apart from simple documents.  Bonobo: This tool can help users to gain deep insights about customers in form of texts, support calls, speech and other modes of communication. Bonobo was acquired by Salesforce to support Einstein, which is an AI powered platform that uses its self-learning capabilities to support various business operations. Griddable: This powerful tool helps in seamless integration of data across all cloud platforms of Salesforce. The tool offers users of Salesforce to get a grid view of data while ensuring smooth and quick migration of data. Salesforce users can access data from different sources and use it as and when required. With such availability of data, Salesforce has become a reliable CRM that can enable users to gather data from different sources and make the most of it. Quick Wrap-up: These are few of the many acquisitions made by Salesforce that are not just popular but also some of the most used ones. However, the list continues to grow as Salesforce is trying to team up with many more brands to provide better services to its existing customer base. To know more about the acquisitions made by Salesforce and the benefits that can be leveraged out of them, it’s prudent to seek Salesforce support from a reliable service provider.

In today’s era of cutthroat competition, conducting your business in a way that yields the desired outcome isn’t easy. This is primarily because customers have become more informed and expect personalized and timely interaction with your brand. Consequently, marketers should also be ready for change.  According to an IDC study commissioned by Salesforce, about 65% of B2B buyers engage with vendors only after they have made a purchase decision and 83% of them are willing to hear only from those that are relevant and contextual.  While marketers and sales reps make every effort to turn prospects into sales opportunities, yet they do not want to appear as spammers who would spend an entire day cold calling. Rather their goal is to build a strong relationship with them, which would help them to close sales deals quickly. However, personalizing every interaction across a long sales cycle can be daunting and thus requires having in place a well-thought-out lead nurturing strategy.  Given the fact that the average buyer’s journey is complex, and the content (problem awareness, solution consideration, and decision regarding solution purchase) that helps them to move down the sales funnel should be perfectly timed and polished, it’s practically impossible to cut it using random emails. Automating lead nurturing allows for the methodical tracing of lead engagements with appropriate content and accurate pinpointing of that lead’s stage in the sales cycle.  So, if your business is struggling to nurture leads consistently then Salesforce offers the perfect solution to manage your leads and support your sales team in multiple ways. It makes sense to get in touch with a reliable Salesforce partner if you wish to seek assistance for the automation of your lead nurturing process.  Organize Lead Information: Information gets scattered and leads might not be handled properly without a robust system in place. By installing a cloud-based CRM like Salesforce, managing lead information becomes easy. You can enter the contact details of your leads, keep a track of their calls, and emails while schedule follow-ups to fulfill business needs. You can also modify several data entry features to meet your business needs.  Access: Even if your lead information is well organized, it won’t be of much use if your team can’t access it. Since, Salesforce is a cloud-based platform, it helps your team to share, view, and update information at any point in time.  Track: While it is important to access and organize lead information, it isn’t of any use if you aren’t able to track your leads. In fact, it is crucial to have details regarding leads that are qualified and where they are positioned in the lead nurturing process for driving sales and upholding best practices. Salesforce with its features allows you to categorize lead status and convert qualified leads to contacts.  Quick Wrap-up: It’s important to include lead nurturing within your sales and marketing strategy. However, it’s important to utilize automation resources for nurturing your leads especially if you are scaling up your business to ensure you’re connecting with your audience at every step of the buying process. To know more about the benefits of using Salesforce for nurturing your leads, it’s prudent to partner with an experienced Salesforce consultant.

Businesses run on documents and trust. Conga Composer – a salesforce app automates the tedious business process and provides actionable insights, so that customers can focus on what matters. Conga composer- a robust Salesforce application allows businesses to create error-free, sophisticated and template digital documents directly from Salesforce that too within seconds. This leads to increased productivity and engaged customers. What is Conga Composer in Salesforce? Conga Composer is a Salesforce app which makes it easy for Salesforce users to create sophisticated documents and reports using any data in Salesforce with only a few clicks. It can automatically populate richly-formatted templates with data from any standard or custom object in Salesforce. By leveraging this app, organizations can allow end-users to make selections, such as which template to use for the final merged files, or can pre-select templates and other options and run the solution entirely in the background.  Its key features are: A separate conga license needs to be purchased for each user. Reports can be generated via button on page lay-out or link on the home page Conga reports can be created through S/F report or SQL queries Reports can be created in different formats: MS Word MS Excel MS PowerPoint PDF Email HTML Email Conga Composer can be leveraged to create sophisticated and accurate digital documents using pre-built templates and populated with data from Salesforce automatically. The tool also helps organizations send consistent and personalized documents that not just promotes their brand but also delights their customers. You can generate any document like: ✔ Quotes ✔ Proposals ✔ SOW (Statement of Work) ✔ Invoices/receipts ✔ Contracts ✔ Work orders ✔ Reports & charts ✔ And more! Why Integrate Conga Composer with Salesforce? Composer can use data from any Salesforces’ Standard or Custom Objects or even from external database and can directly populate into your document. It can generate documents in multiple formats as mentioned above. It creates customized, personalized, and on-time reports and documents with delivery-ease for every scenario. It can store documents wherever you want them to be kept. It can easily create accurate, consistent, pixel perfect documents. It can automate documents, presentation and reports. It is lightning ready You can fetch almost 50 other objects, additional data in Salesforce using Salesforce reports or SOQL queries. Users can create documents from their browser or mobile devices. Conga Composer allows multiple options for downloading, storing and delivering the documents: Downloaded immediately Saves directly in Salesforce or Google drive Emailed automatically Sent for E-signature  Conga Composer Technical Insights and Setup Considerations Conga Composer can be installed from Salesforce App Exchange but before that you need to Configure Composer as a Connected App, Enable Remote Sites, and Assign Licenses before building solutions. In order to install, you must have one of the below mentioned Salesforce editions: Performance/Unlimited Enterprise Professional Developer You can use Queries, as well as Salesforce reports to create the document. Conga queries contain a SOQL Select statement which is specially built to work in combination with Conga Composer and Conga Mail Merge. You can configure Conga Composer in a Sandbox: You can configure the SF instance so that if you later generate a Sandbox from the production, Conga automatically transfers the license information to the Sandbox. Note: Configuring Conga Composer Settings in a production instance will only affect new sandboxes, and does not have any influence on existing, refreshed sandboxes. It is lightning ready and for that we need to make sure that we are on the updated Conga version, else the Conga Composer using Salesforce reports will not work in Lightning experience. In that case we must replace Salesforce reports with Conga Queries as a data source for your Composer solutions. It is recommended that we replace all reports with queries as soon as possible. Conga Composer Add-ons and Extensions Apart from Composer, there are some add-on apps too using which you can extend the efficiency of Conga Composer. Conga Batch: Automating Document Generation at Scale Conga Batch or Conductor saves your time and effort when sending out your documents. You can consolidate, schedule and deliver the documents you create. You just need to choose how you want to launch and send, whether automatically or on-demand. It can consolidate up to 50 records or files for immediate download. Conga ActionGrid: Turning Salesforce Reports into Actionable Data Conga ActionGrid turns reports into actionable grids so that productivity can be increased, as well as user experience and user-adoption rates can be improved. Edit fields directly in Salesforce like you would in Excel and add records without opening additional forms Allows more advanced filtering It requires additional license like conductor Mass update up to 50 Million rows of data History tracking can be enabled Add information in bulk; copy and paste from a spreadsheet into Conga ActionGrid Create user-based controls and permissions so that the security can be maintained Conga Sign: eSignature Solution Native to Salesforce Conga Sign is an easy-to-use, modern eSignature solution built for Salesforce. It creates personalized documents in Salesforce delivers structured, templated communication to any eSignature signer-inside or outside of Salesforce Automates the contract experience with timely reminders, automated eSignature  Tracks the status of eSignature activity Conga Contracts: Salesforce-Based Contract Lifecycle Management Conga Contracts streamlines and accelerates contract negotiations so that the deals can be closed faster without leaving Salesforce. Simplify and accelerate the entire contract lifecycle Streamlines and accelerates contract negotiations Close deals faster with automated contract creation, controlled negotiations and streamlined reporting Effortlessly bridge the gap between CPQ and eSignature with an end-to-end solution Being built on Salesforce Lightning, it allows to be business-ready quicker than most CLM (Contract Lifecycle Management) solutions in the market Wrap-up: How Conga Composer Improves Document Automation in Salesforce Using Conga Composer, you can deliver your documents in almost any format and by any method, and store those documents anywhere you want. You can provide your teams the power to create documents and reports whenever they need. You can automate the process, schedule documents or trigger to shorten business cycles. By getting rid of all the roadblocks, you can pave way for increased business efficiency, productivity and more happy customers. About Girikon Girikon – A reputed name in the IT service space offers Salesforce consulting and Salesforce implementation services to clients across different domains and industry verticals. As a Salesforce consulting partner, they follow industry best practices to deliver quality services and solutions.