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Sales Cloud

CRM, Einstein Analytics, Sales Cloud

Enhancing your Salesforce CRM performance with Einstein AI

We all agree Artificial Intelligence (AI) is a disruptive technology in today’s data-driven business world. There are vast amounts of data generating from multiple sources, and it is nearly impossible to collect, store, use, maintain, and access all the data.

Data is the new oil and it is extremely essential for businesses to unlock data secrets in order to achieve better business results. Salesforce as the #1 CRM provider in the world has been transforming businesses of various sizes & types by optimizing critical business processes. And data is playing a significant role in this. Data that is not being used properly is of no use. Even storing & maintaining the data comes with a huge cost. 

Here analytics plays a key role in helping enterprises leverage the power of their CRM data in order to give customer insights so that every customer interaction can be personalized with higher engagement. Salesforce is no different. With the help of next-gen analytics, enterprises can extend the power of the platform and accelerate their journey to success. 

  • An efficient method of data management
  • Optimized way of sales strategy
  • A more accurate way of sales forecasting
  • Increased customer satisfaction
  • Reduces the cost
  • From purchase history, it can determine the buying trends
  • Better sentiment and intent analysis recommends products and up-selling
  • Increases productivity

Einstein Analytics which is the only business analytics solution native to Salesforce, allows users to accelerate sales, enhance customer service, optimize business processes, and maximize ROI from their marketing campaigns. 

Now the main topic arises, How Einstein AI enhances CRM performance?

  • Einstein AI mainly works on Sales, Marketing, and Services.
  • The AI spends time with customers, knows the customer needs, and then predicts the best next step. It understands the points where business lags, and it indicates to expand your business better.
  • Einstein AI keeps a check on the social media platform and decides what people like the most. By this, it predicts the best customers at every campaign, reaches them at the right time to deliver the right services and products.
  • Knowing the customer’s needs can cross-sell and upsell the product at the right time, and it can predict the product break before using that product.
  • Einstein AI has shown significant change and development patterns in the business, shifting the domain from business-oriented to customer-oriented.
  • Einstein AI takes care of the past reviews for guiding light to the future strategies. If that service or product is highly appreciated, it works to make it better, and if the service or product is criticized, it works to reflect better results.

You will be astonished to know that,

  • Einstein AI can work very smoothly without hiring a data scientist.
  • It can automatically simplify and predict the routine tasks. 
  • It can manage the customer responses and creates more enthusiasm within the customers to buy the products.

To summarize,

  • Einstein AI works very smoothly; it manages every customer’s responses and deals with every customer properly to enhance the business and increases productivity.
  • It checks every customer’s interest from their social media and deals with that type of product.
  • The Einstein AI checks the past responses and makes the service or product the better way for the future, and it also checks the customers’ criticism, and it reflects to give the best results. 
  • Einstein AI works without any data scientist, and it manages customer responses to create satisfaction within the customers.

CEPTES, as a Certified Salesforce Silver consulting partner with over a decade of technical expertise, provides the service starting from the initial build to test and deploy with an accelerated development cycle. 

To give your employees and partners a consistent view of data and access to new insights using Einstein Analytics, get in touch with our team.

Sales Cloud, Salesforce

Top 3 Crucial Sales Processes that can be Automated using Salesforce

A streamlined sales process is a lifeline for every company. It leads to customer focus, retention, & enhanced productivity.

Critical business processes are often interconnected & dependent on each other. They need a lot of attention, manual tracking, continuous testing & issue rectification for the smooth functioning of day to day business.

Often, there are chances of manual error creeping in day to day reporting of any business process. To avoid such situations, we rely on premium business tools like Salesforce, which helps in automating daily business processes. 

An optimized and well-strategized sales process automation allows decision-makers to spend their time more wisely in 

  • Prioritizing important tasks
  • Taking smarter decisions
  • Planning long term business strategy

What are the sales processes?

Sales processes are a predefined list of tasks & activities that, once completed, will contribute to organizational goals. They have a clearly defined input and a single output.

Automating the Sales process:

Instead of relying on the workforce to plan, monitor & execute every minute part of a business process, it is ideal for automating it. Salesforce offers essential business solutions to automate several types of business processes.

Top 3 sales processes that can be automated using Salesforce :

Order Management

To get an idea of the Salesforce order management system, let us understand how an order moves from purchase to delivery.

Order Management Lifecycle *Image source – salesforce.com

Discount Approvals: 

Now sales representatives would not have to wait for their bosses for discount approval.

They will get automated approval from Salesforce Discount Approval systems at a click of a button.

They can quickly close the deal by offering attractive discounts & that too without wasting any time.

Discount Approvals Process*Image source – salesforce.com

Suppose garment major Van Huesen has requested an automated system for processing discounts using these parameters.

  • If the requested discount is 15% or less, it’s automatically approved.
  • If the requested discount is 15% or less, it’s automatically approved.
  • If the requested discount is more than 15%, then the sales department manager is required.
  • If the requested discount is more than 40%, company approval is required.

Steps in creating discount approvals :

  1. Starting an approval process for the sales team :
    That starts by using the Salesforce setup wizard to set criteria and specify the approvers who are responsible for responding to the approval request
  2. Creating initial submission actions :
    An initial submission action occurs when a user first submits a record for approval
  3. Specify final approval & rejection actions :
    Final approval actions occur when all required approvals are obtained.
    Final rejection actions occur when an approver rejects the request, and it moves to the final rejection state.

Inspection Process

This widely used automated process uses sending email alerts & creating follow-up tasks.

Inspection Process*Image source – salesforce.com

 

Email alerts, which is generated by an automated process and sent to a set of audiences.
This email consists of the standard text with a list of recipients. 

One can associate email alerts with processes, flows, workflow rules, approval processes. 

Workflow Tasks automatically assign a new task to a user. 

As an example, the assignment of follow-up tasks to customer support, one week after a case is updated. 

It starts with configuring workflow rules & approval processes that determine the conditions under which Salesforce executes the action.

CEPTES, as a Salesforce silver consulting partner, can help you to automate the business process, which will not only ease your life but also help in significant business growth. If you are thinking of growing your business using the Salesforce platform, please get in touch with our certified consultants.

Manufacturing, Sales Cloud

4 Ways Salesforce is Transforming Manufacturing Industry

In today’s world, the manufacturing sector is evolving rapidly. From the first industrial revolution that occurred two centuries ago, to the Fourth Industrial Revolution, or Industry 4.0 of today, the development has been exponential. Industries and their operations are having to adapt to the quickly changing global, political, and economic decisions. At the same time, changing customer expectations are affecting the supply chains throughout the world. To stay relevant and ahead of the competition, manufacturers must adopt a flexible, lean, and adaptable operational strategy. It is crucial for them to embrace technological innovations if they wish to move from traditional mass production to customized production.

Challenges that manufacturers are facing today

There are, however, some challenges that manufacturers may face if they’re unable to embrace Digital Transformation properly:

  • Inability in implementing a flexible business methodology that can be modified and tailored to customer’s behaviors and needs.
  • Choosing what technologies to implement is a challenge, as there are multitudes of options and routes that the company can take; however, choosing what is right for them is not always clear.
  • Budget constraints must be taken into cognizance since many technologies come at a steep price.
  • Accurate forecasting using analytics to understand the trends & shifting market conditions.

The manufacturing companies of today understand that in order to successfully implement a sustainable business strategy, they must optimize their process in a way that enables better decision-making, efficient workflows, production, and better customer experiences. The last goal is the most crucial part, as customer centricity and personalization of customer experiences is the surest way to achieve a competitive advantage.

To stay ahead of the curve, the companies in the manufacturing sector are opting for the best technological platforms and other such integrated systems. Salesforce is the most preferred platform for countless manufacturing companies all over the world. With its wide range of features and integrations, Salesforce eases the challenging process of digitally transforming your business.

Here are top 4 Salesforce’s capabilities that make it the trusted platform for manufacturing companies:

  1. Customer-centric Approach: As we’ve established above, to gain a competitive advantage in the cutthroat competition, companies must place their customers at the center. Salesforce provides you with real-time information on your customer interactions and issues so that you can deliver the best-personalized service. By maintaining customer satisfaction, your digital transformation journey would be hiccup-free.
  2. Transparent Processes: Salesforce lets you drive transparency in a company’s business by ensuring that there is a single reliable source of data. A consolidated view of business agreements, order management, inventory, revenue, etc. helps you stay on top of things.

Such integration of data on the granular level makes decision making a seamless process. Added to that, all your employees have ready access to the information they need, cutting down unnecessary delays.

  1. Forecasting: For a growing business, or for a company that has implemented digital transformation, accurately forecasting the needs and growth metrics is crucial. Even slight missteps can spell doom for the company. Salesforce leverages the power of its advanced analytics tools and powerful AI to help you make accurate forecasts of your planning, operations, finances, and sales.

With accurate forecasts, you can allocate your budget effectively and take a lean approach to resource utilization. Analytics also provides actionable insights so that you can make comprehensive and well-informed recommendations.

  1. Seamless Communication: During times of major technological overhaul, proper communication is critical. A platform like Salesforce allows your interdepartmental teams to communicate seamlessly. The platform connects your other applications and software to the ERP and Order Management Systems so that the information flow is streamlined.

Salesforce also improves your communication channel with your customers. By providing omnichannel communication capabilities, Salesforce lets you respond to your customers’ queries effectively.

With a decade of Salesforce consulting experience in the manufacturing industry, CEPTES brings the power of Salesforce to your company; CEPTES’s Salesforce solutions help you seamlessly collaborate your business processes, gain a complete 360-degree customer view, and secure better returns on investments. Our experts will guide you throughout your digital transformation journey to help you get the best out of Salesforce. To know more, please get in touch.

Digital Transformation, Sales Cloud, Salesforce Essentials

Remote Selling: Ensuring Productivity of a Remote Sales Team during the Pandemic

The current global scenario caused offices to be shut down, forcing most people to work from home, and this, de facto, includes sales teams. Sales have always been the kind of field that relies a lot on in-person pitches and meetings. So it’s understandable if your primary concern is how to make sure your sales team sell from home efficiently, without feeling demotivated or disengaged & without hampering the overall sales productivity. 

It is undeniable that the pandemic has dampened the shine of the sales team and their forte. However, there is a tremendous wealth of opportunities, ready to be made use of, if businesses are nudged towards a digital transformation.  

Let’s take a look at the major pain-points of a sales team working from home, and then integrate solutions for the same:-

Change how you work

It’s a tricky task to sell efficiently from home. Your sales team is bound to miss departmental camaraderie and one-on-one meetings with clients, where they could pursue them to no ends. Trying to replenish a similar culture while working remotely, might not prove successful. Instead, the time is nigh for a digital transformation. Now is the time to tap into the field of virtual selling, by building a high productivity workspace, even from home. 

Increasing productivity

The current situation might have put a dent in spirits, thus creating a decline in productivity. Tackle situations like these by integrating Salesforce Sales Cloud, world’s #1 sales automation tool. Having highly powerful CRM tools to rely on would make a world’s difference. Imagine a dashboard that allows you to see every important detail in one glance or a tool that shows you the entirety of a client’s specifications, and a virtual assistant that reminds you of hot leads. 

With Sales Cloud, you get all of this and more, thus creating an immediate boost in sales and productivity. Selling from home just got a whole lot more comfortable and efficient.  

Less time on spreadsheets, more time to sell

Sales reps are often found spending a large chunk of time filling out spreadsheets, looking for data from various sources, researching potential leads, preparing quotes, and so on. Why spend so much time doing tasks that can be automated? With Sales Cloud, you get to sell from home intelligently, without bothering about manual labour. Salesforce paves the way for sales automation like never before. They also allow your sales representatives to seamlessly collaborate with other sales representatives, as well as members from different teams.

Communicating with the team

Guaranteed, it was convenient when people could update each other through offline meetings. Intelligent cloud infrastructures allow you to maintain even better standards of seamless communication, even though your entire team is working remotely. Now you can access, edit, securely share and track data in real-time.

Process automation features enable email integration, distribution of leads, and quicker flow of crucial information. No more relying on sticky notes, doodled messages, WhatsApp updates or grapevine communication. Integrating CRM tools leads to better communication channels, which in turn creates a boost in sales and productivity

There’s no limit to what small businesses can achieve through an affordable Salesforce platform tailored for them. CEPTES is a leading Salesforce Platform Service provider that hand-holds small businesses through digital transformations through seamless CRM integration so that their sales can continue to skyrocket, even when working from home.

Get in touch with us to know more.

Pardot, Sales Cloud

Leverage Salesforce Sales Cloud and Pardot to Drive Higher Customer Engagement

These days, everything is digitalized. People are spending more time on smartphones than they are in their real lives. As a result, marketers, and businesses are rethinking their strategies to get to digital channels.

And, they are indeed successful. 

However, the question is, how much success is ‘OKAY’ success?

Being on social media and using Google Ads to connect to the right audience is fine. It is a way to get leads. But what do you do to turn those leads into customers and then repeat customers?

You nurture them.

There are so many sophisticated means to handle and nurture leads. This is because engagement is the essence of getting more sales. So, regardless of what industry you are currently operating in, we have come up with a resourceful guide to show you what Sales Cloud and Pardot can do to your business.

What is Pardot?

One thing that any B2B marketer must dread is to have no projects in the pipeline. Pardot is an automated B2B automation tool to help you network, form quality connections, and boost sales to bring closure to many deals.

Want to know how Pardot can help you?

Understand your Leads Better:

Pardot can help you gauge website analytics in general and audience tracking and CTA metrics in particular. 

Generate More Leads:

Pardot offers inbound marketing automation tools through the creation of search-friendly content, email campaigns, and similar marketing resources.    

Boost ROI:

Pardot offers website metrics for you to make well-informed business decisions, thereby helping you boost your business’ ROI.

Drive Personalization:

Once you know who your customers are and what their needs are, you can offer personalized content. This way, you can drive higher engagement and inch closer to sales closure.

Campaign Management:

You can run multiple campaigns on different channels and generate reports regarding their success rate.

Read More: How to enable your marketing & sales team to better connect with the modern B2B buyer

How to Leverage the Prowess of Salesforce Sales Cloud to Drive Customer Engagement?

Organizations can leverage the Salesforce Sales Cloud with the next-gen sales process automation that will streamline the entire sales pipeline and help sales reps generate more leads. Appropriate Sales Cloud functionalities give assistance to create a well-structured sales process, demonstrate how it’s fulfilled, offer comprehensive customer insights, and keep effective client communication via multiple channels. If we have carried out and set up or customize the Sales Cloud appropriately then it can bring a lot more value to the business.

Some of the core features that the Salesforce sales cloud boast are as presented below:

Lead Conversion Process: 

Lead conversion processes are readily available in Sales Cloud and it can be broken down by customizing it to your specific business needs, either with B2C or B2B. It is viable to establish the process of converting a lead into an opportunity. By creating automation in workflow and adding a few validation criteria; you can make the lead generation process more easy, convenient, and consistent. 

Tasks & Events Management: 

Sales reps can easily handle their tasks like calls, emails, and meetings in a timely manner with a smart task management timeline, which is offered by Lightning Experience UI. It provides representatives a comprehensive summary of their daily tasks which is associated with specific opportunities or accounts. This information is readily available within one single record, so reps do not need to look back or search for this information in various places. 

Reports and Dashboards:

Reports and Dashboard panel enables senior managers to track crucial sales numbers which are attached to their sales representative’s overall performance. The system highlights the sales professional’s strong and weak factors, and also shares other aspects that can help sales managers to enhance their representative’s productivity. Advanced sales planning always leads the way for smarter sales decisions and aid to draw up the sales technique. 

Read More: How to get the most out of your Sales Cloud implementation?

Final Words

As an Indian SMB, you need to focus on your business operations and leave sales and marketing to the experts. Here experts mean Pardot and Salesforce Sales Cloud.

You can leverage these tools to simplify your marketing endeavours and boost your productivity and efficiency. The duo—Salesforce Sales Cloud and Pardot—can help you save time, optimize your sales & marketing processes, enable personalization, and improve the overall efficiency of your business.

We, at CEPTES, boast rich experience in helping SMBs to drive engagement. To know more, please get in touch.

Sales Cloud

Salesforce upgrades Sales Cloud with new AI-based productivity tools

Salesforce has unveiled new productivity features in its Sales Cloud which will help sales reps perform their administrative tasks in an organized way and save a lot of time. As per a Salesforce report, sales reps spend around 36 hours a month searching for information which can help them in closing deals rather than investing more time in working towards selling and their customer success.

To make sales reps more productive, Salesforce upgraded their Sales Cloud by adding features that can make information accessibility and collaboration more efficient. The new ‘Inbox Now app’ has been introduced which is powered by Salesforce’s AI system Einstein. This app will help sales reps integrate their account, contact and meeting information directly into their calendar. Another AI-powered tool will help sales reps surface similarities among prospects to discover new audiences to run campaigns. The new Social Intelligence Module will help sales reps access relevant social media feeds in order to generate more leads.

Einstein Campaign Insights feature will help sales reps target & group prospects with similar interests to run campaigns and also can be retargeted with similar campaigns in the future. Both sales and marketing teams can access these insights and put unified efforts for a successful conversion.

Apart from these, Salesforce also added sales cadences and work queues to help sales reps identify new prospects. Linked sales cadences can help streamline complex sales funnels and customized work queues to display the most valued prospect details in a single place.

Salesforce also introduced a feature in the Sales Cloud which will allow the sales reps to have a 360-degree view of any customer and related information from their mobile or desktop email inbox. This includes account details, contacts, and opportunities. Additionally, Salesforce announced that sales reps can now embed live documents and spreadsheets within Quip for Sales.

Robin Grochol, SVP of product management for Sales Cloud at Salesforce said in a blog post, “With these new productivity features, we’re managing the flow of information so that what you need is surfaced when you need it, all within Sales Cloud”. He also added, “It’s about making every rep more efficient, guiding their focus to the most impactful accounts and tasks, and elevating and upskilling every individual performance.”

These new features will be generally available on June 17.

Customer Success, Manufacturing, Sales Cloud

How CEPTES helped one of the leading manufacturing companies leverage Sales Cloud for Process Automation!

The Industrial Revolution 4.0 has transformed the way traditional businesses are managed across various industries. As most of the industries are becoming more customer-centric, they continually look for innovative strategies in order to keep up with the fast-shifting market and stay ahead of the competition. To maintain a competitive edge in such a fast-paced business landscape, manufacturers are embracing smart manufacturing by implementing integrated business solutions powered by a robust platform like Salesforce.

Before we go deep into how CEPTES helped one of the top manufacturing companies of Australia in their digital transformation journey, let us have a sneak peek of why manufacturing industry is using the latest technologies to achieve the highest success for their customers and what are the most complex challenges that today’s manufacturers are facing. When we talk about challenges, there are plenty; such as increasing global competition, lack of automation, minimizing costs, maintaining quality and compliance, process visibility, getting rid of siloed processes, etc. However, the biggest challenge that manufacturers are facing today is siloed processes and lack of process visibility and traceability.

Australian manufacturing company Brother has 19 production facilities and 43 sales companies operating in and around 41 countries. They were into the production of quality innovative products for the print and imaging, labeling and sewing markets. Some of Brother’s key products include laser printers, multi-function centers (MFCs), fax machines, labelers, label printers, and a broad range of home and industrial sewing machines.

Brothers was looking to customize their Sales Cloud system in order to automate certain business processes such as creating/generating PDF from Case, auto email notification to support upon the status change for a claim,  auto display of customer details, create/generate CSV report from Case-based on defined levels, and auto calculation of dates. They were looking for Salesforce leaders who can understand their requirements and help them customize their Sales Cloud system in order to achieve certain goals. As a Salesforce Silver Consulting Partner and one of the experts in Sales Cloud customization, our Sales Cloud certified consultants analyzed Brother’s Sales Cloud system and helped them to achieve their targeted results.

We have created a custom button and with the Visualforce page rendered the page as a PDF. Email notification goes to the current logged in user. Our Sales Cloud experts created a Process Builder and an email template like letterhead and used Apex class which is invoked by the process builder to send a notification. As the customer wanted to create/generate CSV report from Case-based on defined levels, we created a custom button which will open a Visualforce page which invokes an Apex class that generates CSV file and sends to the current logged in user. And finally, to help them auto calculate of dates, on a custom Visualforce page, when the date is being changed, this invokes an Apex class and display the expiry date before saving the record.

The customization was seamless without impacting any of the on-going business processes. After they go live with the customized Sales Cloud, the manufacturer was able to generate reports and email notifications. Customer support was notified whenever a claim gets completed and also customer details were displayed to the users whenever they select a customer in a record. In addition to this, a user was able to see the expiration date before saving the record, which was a challenge before.

As per a recent IDC report “By 2020, 60% of the G2000 manufacturers will rely on digital platforms that enhance their investments in ecosystems and experiences and support as much as 30% of their overall revenue.” Salesforce is helping manufacturers converting more leads into deals by optimizing their customer information and improving their sales processes with the world’s #1 CRM platform. CEPTES has been helping many manufacturers increase their efficiency, quality, and ROI leveraging Sales Cloud and enabling them movie beyond their product with personalized service at scale.

Salesforce brings you tools, resources, and thought leadership to build efficiency, growth, and full-on manufacturing success. To know more on how you can optimize your manufacturing processes and get the most out of Salesforce implementation, get in touch with our team.

Sales Cloud

How to get the most out of your Sales Cloud implementation?

In order to supercharge your sales team and make your sales process efficient, you must embrace a powerful CRM. However, integrating any CRM is not always the best option and won’t give you the maximum ROI. You require the best sales automation tool like Sales Cloud, which can help you work smarter by increasing efficiency, accelerating sales productivity, creating a lead pipeline, closing deals faster and making insightful decisions with the help of relevant data.

As a Sales Cloud customer, you’re already finding new customers, delivering real-time information and increasing lead conversions. We all are aware of what Sales Cloud delivers to sales teams and how it is making sales processes mighty efficient. But what if you could get even more results out of the world’s #1 CRM? In this blog, we are going to discuss five key ways you can get the most out of your Sales Cloud implementation.

Customization

You can expect the best outcomes when you customize Sales Cloud to perform and sell exactly the way you want. Enterprises who customize their CRM to meet their specific needs witness a competitive edge as they use the best technology and tools sharply aligned with their processes and enable the overall sales process to run more seamlessly. Custom Integrations, custom app development, or creation of a mobile view can help you get the best out of your Sales Cloud investment.

Integration

Sales reps use a number of external digital tools to perform various sales jobs. Using multiple tools generate data which are being stored in different places. To simplify the process and to get a comprehensive view of your customer data, Sales Cloud can be integrated with other applications. In order to get the most out of your Sales Cloud implementation, it can be integrated with other ERP, CTI, email, social media, AppExchange solutions, e-commerce platforms, and any other third-party solutions. Salesforce can be integrated with other systems using APIs or Mulesoft Anypoint platform. An integrated Sales Cloud will deliver intelligent and connected customer experiences across various touch points including devices and data.

Automation

Many Sales Cloud users still perform various tasks manually, which results in a lot of time consumption. Sales reps can automate most of the processes and spent more time on selling by taking the right actions at the right time with various Sales Cloud workflows and approval automation. Sales reps can also use simple drag-and-drop features to design processes, real-time approvals from within Chatter feeds, automated price approvals and escalations, and much more.

Innovate

As sales teams highly rely on Sales Cloud for their day-to-day sales tasks, at times they need new customizations and workflows to make their work easy. Your Salesforce developer can perform those customizations in the Sales Cloud. Sales Cloud allows developers, and admins to test any changes in sandboxes before putting them in the main production org. This will ensure the quality and efficiency. You can innovate more with the Sales Cloud.

Expertise

Sales Cloud implementation & management requires a high level of expertise. If you are looking to make the most of the investment you have done in Sales Cloud, you need to team up with the experts. CEPTES is one of the most preferred Sales Cloud implementation partners for enterprises from varied industries. Our team of Sales Cloud certified consultants offer multiple services to help you implement and manage Sales Cloud effectively, which includes;

  • Secure migration from Sales Cloud in Salesforce Classic to Lightning Sales Cloud
  • Picking the right Sales Cloud edition based on business needs and future goals
  • Sales Cloud customizations and integrations
  • Implementation planning considering IT strategies and potential challenges

Customers see a whopping 37% increase in revenue with a well planned and integrated Sales Cloud in place. Including these five key actions will definitely add more value to your Sales Cloud and rev up your sales numbers. If you want more details on how to put these steps into practice, get in touch with your Sales Cloud experts today!

Sales Cloud

How Sales Cloud’s new Social Intelligence Module will help sales reps leverage social data?

The selling process has changed. And it has changed drastically. If you observed how sales reps were dealing with their prospects, leads, and customers over the years, today it has completely transformed in the digital era with the advent of social platforms. Buyers are extremely active on various social media platforms and they are open to listening from brands. As per the LinkedIn state of sales report, 90% of the top-performing salespeople are now using social media as their primary sales strategy and traditional sales approaches like cold callings, meetings are rapidly becoming less productive.

Social media has become an essential account research channel in the modern day sales process and sales reps are spending more time researching to understand their customers better and have some meaningful insights before communicating with them. We all know research takes a lot of time, however, this is extremely important for a sales rep to grow accounts faster, find new customers faster, and close deals faster. But the goal of a sales rep is not to do research, the objective is to maximize sales and prior research makes the sales process easy. Finding meaningful information is one thing, but taking subsequent action after that like sharing it with your team is still a manual process. To address this problem and to help sales reps close more deals faster, Salesforce has introduced Social Intelligence Module in their Sales Cloud offering.

Social Data Platform

Salesforce’s application social studio has been their all-in-one social media marketing and management suite for a long time now. Social studio connects advanced social data in order to listen to the conversations, engage your community, publish on social media, and monitor customer engagement. And various social data platforms instigate other Salesforce features like social customer service. Social customer service today has extended beyond emails and conversations. Now social data platform is pairing up with Social Intelligence Module.

Introducing Social Intelligence Module

Salesforce has recently introduced this module in their Sales Cloud offering and Social Intelligence Module offers relevant and trending social media conversations of all your accounts, opportunities in Salesforce automatically without building any query. Once enabled, you can click on the account or opportunity of your choice to start getting valuable data points of that company. E.g if a salesperson set ‘Adidas’, s/he will get all the social news related to Adidas. A sales rep can also take necessary actions such as creating a lead, contact or task, share social intelligence on Chatter, connect with social personas, etc. right there in one-click without doing it manually.

To enable this feature, you just need to choose the account or opportunity name for the social platform (Twitter, Instagram, LinkedIn, etc.), and it will bring you all the hashtags, mentions, discussions, tags related to that account or opportunity. Social Intelligence Module takes care of all the important information related to it. The best part is you can even set any keyword of your choice and get all the news related to that. E.g, if you are into ERP selling and set your keyword as ‘ERP’ or ‘Automation system’ or something relevant, you will get alerts every time someone mentions these keywords in the specified social platform. They are all your contacts and potential leads.

How to use this amazing module? All you need is Sales Cloud and Lightning. Your admin needs to set the features and your sales reps are ready to go. You can even get in touch with your account executive for further help. 

About Sales Cloud

Sales Cloud which is the world’s leading sales automation tool helps sales teams including sales managers and sales reps work smarter by automating various sales processes, increasing efficiency, accelerating sales productivity, creating a pipeline of leads, closing deals faster, and making insightful decisions with data – from anywhere using any device.          

 

CEPTES – Most Preferred Sales Cloud Implementation Partner

As a Salesforce Silver Consulting Partner, CEPTES offers a full suite of Sales Cloud solutions including implementation, customization, consulting, integration, migration, and support & enhancement. Our Salesforce certified Sales Cloud consultants are experts in optimizing Sales Cloud applications and we are one of the most preferred Sales Cloud implementation partners for enterprises from varied industries. Get in touch with our Sales Cloud consultants to make your sales process efficient.