Posts categorized “salesforce”
It’s no small task setting up Salesforce®, particularly when it comes to migrating, cleaning, and maintaining data. Which data do you need to migrate, and which should you scrub? How can your company decide?
As your company grows, your sales process becomes more complicated. You might notice that your sales team slows down as your salespeople struggle to generate proposals and close sales in the same timely manner. What can you do to streamline your sales process and enable your sales team as your company continues to expand?
In the age of customer experience, businesses now rely on their customer relationship management (CRM) systems more than ever, and certifications are crucial.
You should consider four questions to decide if Salesforce is the right solution for your company.
If you’re using marketing automation only to send out an email newsletter now and then, you’re missing out on powerful opportunities to engage your customers at every step along the path from lead to loyalty.
Your customers are probably using social media, which means they are talking about your company and your products or services—whether you are listening or not.
If you are not listening to your customers, you are missing out on potential conversations, brand mentions, and relationship-building opportunities. What’s more, if your company is not using social media, you might actually be disappointing your customers. According to one study, 60% of people believe social media is the best place for companies to provide customer service.
The Trailhead® training platform offers courses for everyone, from IT architects and engineers to marketers, to learn Salesforce® in a fun and engaging way. In fact, it’s so engaging that about 200,000 people used it to learn how to use Salesforce within Trailhead’s first year of existence.
Customer experience is critical in retail for building engagement and generating revenue. Offering personalized interactions—from advising customers based on their preferences to following up with them after they have made their purchases—can provide transformative business value, particularly during the biggest shopping season of the year.
Digital advertising is officially bigger than traditional advertising. This fact means if digital advertising has not already started consuming a larger share of your ad spend, it soon will. This also means having technology that effectively pulls in and analyzes your customer data from digital platforms is essential to your advertising success.
We know that change is never easy. If your company has been using Salesforce® Classic for some time, you might be nervous about switching to the new-and-improved Lightning. Even if you have heard about all the benefits of converting (access to new functionality, increased productivity, and much more), you might still be on the fence.
Many people think a customer relationship management (CRM) platform is only for the Sales team. But your CRM actually contains information about the entire customer lifecycle that is useful to all departments. Integrating your CRM with other platforms, like marketing automation software, can create valuable ways to use data across multiple teams.
The risk of your customers falling through the cracks is much higher if you do not have a centralized workforce. A dispatcher might be unable to reach a technician on the road, or a service van might lack the proper parts to complete a task. A technician might even get lost searching for the wrong address. All of these situations can leave your customers unhappy and your workers frustrated—nobody wins.
Beyond wasting time and causing frustration to both your staff and customers, issues in your company’s quoting process can do real damage to your bottom line. In an ideal world, there would be a smooth and seamless turnaround between a customer requesting a quote from your company and receiving it.
Salesforce® Field Service Lightning (FSL) is an excellent choice if your company relies on a mobilized workforce to fulfill customer needs. FSL is a platform that helps to optimize your staff productivity and ensure your customers receive a level of service that exceeds their expectations.
Your company’s sales team is growing, and your books are in the black. While this is good news, with significant growth also comes increased complexity—if your Configure, Price, Quote (CPQ) process isn’t growing with you, your pain points soon become evident.
In the financial services sector, Salesforce® stands head and shoulders above the other customer relationship management (CRM) and cloud computing platforms out there. That’s because Salesforce designed its Financial Services Cloud with financial services in mind, enabling you to connect with your clients more personally than ever before.
It is one thing to have access to Salesforce® within your organization; it is another be confident that you are using the platform to its full capacity.
What happens if you discover that your organization’s Salesforce usage is below the curve? Don’t lose hope. It might take time to fully capitalize on the many ways that Salesforce can empower your team. Here are four strategies to help you develop a workable plan of action.
Salesforce®Community Cloud offers a centralized platform for loyal customers, happy employees, and engaged partners. Community Cloud is a Salesforce application that allows your organization to create online forums (communities) where members can communicate with each other and with the organization.
Do you ever feel that the analytics you get from Salesforce® Classic Reports and Dashboards isn’t providing enough insight for your organization’s goals?
If you feel like you’re not leveraging your data as effectively as you could, you have likely matured past what Classic Reports can do. The solution is to turn to Salesforce’s stronger reporting platform, Einstein Analytics.
This July, I attended and spoke at my first WITness Success event in Nashville, which was invigorating. I left motivated and re-energized in my Salesforce® career.
Many business-to-business (B2B) companies know they need marketing automation to stay relevant and reduce workload. However, they do not always know which tools they need or how to use these tools to drive transformative business value.
Salesforce® Journey Builder is a Marketing Cloud feature that integrates with your Sales Cloud and Service Cloud. Although Journey Builder is often associated with strategies for abandoned carts and Business to customer (B2C) companies, having used this tool for the past six years, I have seen how powerful it can be for B2B companies.
This blog explains how you can use Journey Builder to streamline the customer experience and internal processes at your B2B company.
As a Salesforce® administrator, you probably know that it is in your organization’s best interest to make the leap from Salesforce Classic to Lightning. Change can be daunting, even when you know you are moving toward a better solution. The challenge is—how can you sell this critical step to your superiors and your team?
This blog outlines five benefits of transitioning from Salesforce Classic to Salesforce Lightning.
Salesforce® Health Cloud is a top-ranked healthcare customer relationship management (CRM) system. The software aims to put patients at the heart of every decision—strengthening relationships and improving outcomes.
This blog discusses three ways that SalesForce Health Cloud can help improve patient experience within the health care industry.