Salesforce Consulting

Salesforce Consulting, Salesforce Financial Cloud

How financial service providers can scale up quickly with Salesforce Financial Cloud

The financial sector is going through a  rapid shift in market conditions and consumer demands. Gone are the days when a standardized, one-size-fits-all approach worked wonders for every client of the banking or financial sector. Today consumers are looking for more from the financial service providers; they’re looking for an intensive approach that meets their customized requirements. Despite the ongoing pandemic, the financial sector has held it’s head high and diligently worked to cater to newer requirements in a changing global scenario. However, this task can be made simpler manifolds through various process automation via integration of Cloud offerings and CRM software tools. 

Increasing productivity across departments

Whether it be the accounting staff or the director of finance, managing multiple departments and a multitude of teams is not an easy task. Lack of transparent communication, irregular data entry, or delayed communication can put a pause on your enterprise’s efficiency. 

Thankfully Salesforce Financial Cloud allows you to streamline all your processes and work on a centralized database. It ensures synergy between all teams, departments, managers, and employees. Any changes in real-time organizational data can be communicated well within time. 

Personalized service

Offering your clients a personalized approach can set you miles ahead of your competitors. Use data to drive innovative solutions and build strong customer relationships in the process. Integrate Salesforce Financial Cloud to gain actionable and valuable insights into your client’s requirements, household, family, and business networks. Deliver a holistic experience and open doors to newer, better ways of connecting with your consumers.

Deliver a better digital experience

Digitalization is needed not only in managing the internal operations of your financial enterprise but also in the methods of delivering service. Whether it be real-time service responses or even simple on-boarding, now you can deliver a digital-first experience. 

Better customer-service

Use the excellent combination of API-enabled connections and a robust CRM software to transcend digital boundaries in customer-service. Owing to the cloud offerings and CRM tools, anytime a customer has a complaint or needs assistance, you can get the entire history of their complaint with a single click. Strengthen organizational data culture and strategy to effectively meet demands, resolve complaints, and boost customer loyalty. 

Seamless experiences (loan/insurance/mortgage)

Loan, mortgage or insurance services shouldn’t seem complicated. Break down walls between insurers and policyholders and ensure transparency with CRM and cloud infrastructures. In times like these, it becomes even crucial for the finance industry to be consumer-centric and deliver a common platform for seamless interaction between borrowers, lenders, brokers, and customers. The more seamless the communication, the faster the engagement, and the better the results. And this is how Salesforce Financial Cloud helps. 

Analytics

Keeping an eye out for changes in real-time organizational data, financial predictions or forecasting is the optimal way of leading change through data. The right CRM software not only allows you to do all of this but also helps you keep a track of inter-departmental data. Getting useful information and forming quick decisions in the face of shifting market conditions can give you the required edge to lead the sector. 

Want to know more, Let’s talk.

Salesforce, Salesforce Consulting, Salesforce Service Cloud, Service Cloud

3 Ways Salesforce is Transforming The Hi-Tech Industry

Hi-Tech is one of the highly competitive industry and has witnessed an enormous transformation in the past several years. To remain competitive, technology service providers must offer innovative solutions with short product life cycles. As Hi-Tech companies usually operate in a global environment and often address very specific business needs, they are expected to deliver a higher state of customer support. In today’s era of higher customer demands, High-Tech service providers can’t afford to use mediocre processes and poorly integrated systems. 

As technology continues to grow and advance, automating various business processes are essential. To offer personalized solutions and drive higher customer engagements, Hi-Tech companies must implement an integrated digital platform to obtain a complete view of their customers. Salesforce has been the first choice CRM for most of the leading Hi-Tech companies – and here at CEPTES, we have been helping technology service providers in Salesforce implementation to accelerate business growth.

A 360-degree customer view: Unifying the customer experience 

Hi-Tech service providers can leverage Salesforce to achieve a 360-degree  customer view. This allows them to deliver a highly personalized experience. One centralized system will efficiently manage the entire customer life cycle including invoice, renewal, support, communication, etc. everything from one place. This will save time spent on multiple systems and enable the service providers to deliver a unified cross-channel customer experience. A 360-degree customer view will supercharge sales teams. 

Often technology service providers grapple to engage their customers because of siloed systems. Salesforce offers seamless integration with external systems and tools that leads to a powerful integrated system and deliver smarter services and customer experience. 

ALSO READ: Salesforce for Manufacturing: How to grow faster in the 4th Industrial Revolution?

Omni-channel customer service with a connected workforce

Salesforce’s Service Cloud empowers Hi-Tech field service agents to access and update customer data on the go. The integration of Service Cloud and Einstein Analytics make customer service highly efficient. Hi-Tech service agents can have an integrated mobile, live chat, email, and web self-service access to deliver seamless customer service from anywhere. Cases can be closed faster with automation and AI, fast & intelligent self-service can be offered, and future needs can be predicted to keep the conversation flowing. Hi-Tech companies can offer real-time chat support to their customers using the Salesforce platform. 

Deliver faster results with higher customer engagement

Customer engagement ratio is very quiet in the Hi-Tech industry and Salesforce is efficiently addressing this challenge with it’s Marketing Cloud platform. With a 360-degree customer view, marketers can compile customer data and create segments to run personalized marketing campaigns. It is very important for the Hi-Tech industry to segment their customers as they operate on a global scale with a lot of data. 

Two-way real-time customer engagement can be created and each individual customer journey can be personalized. Marketing campaigns can be evaluated across all digital channels leveraging AI and Google Analytics 360. Either you offer B2B or B2C technological solutions, you can embrace Salesforce offered integrated digital marketing platform to unify data sources, segment customers, personalize engagements, and evaluate campaign effectiveness.

CEPTES Offerings for Hi-Tech Companies

We bring our decades of Hi-Tech industry experience and Salesforce domain expertise to your projects and our offerings for High-Tech industry include implementing, integrating, and enhancing Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud, Salesforce Analytics, Pardot, Einstein Analytics. Contact us to know more about how our Salesforce offerings for Hi-Tech companies can help you deliver a whole new level of customer experience and accelerate sales growth. 

Explore our Salesforce solutions.

Salesforce Consulting

Why you need the best Salesforce Consulting firm for your CRM Implementation?

Regardless of the industry you are operating, or the size of your business, customer relationship is a critical factor to achieve business success. Building and maintaining firm relationships with customers is one of the core business goals of any enterprise. The idea of a CRM (customer relationship management) system is certainly easy to agree with, however implementing it in your business model is a big leap.

When it comes to implementing the most powerful CRM system, it is an easy pick for any business to go for Salesforce, world’s #1 CRM provider. Salesforce CRM can supercharge your business by offering an intelligent approach to store and manage your customer and lead information. It supports your sales and marketing team to increase lead pipeline to acquire new customers quickly. This also helps your service team deal with your customers in a more efficient way to keep them engaged. In a nutshell, Salesforce CRM does it all in one integrated platform by keeping your entire business connected with a very minimum IT involvement and driving your business quickly towards growth.

As valuable a CRM system can be, implementing it into any business model can sometimes be tricky. This involves risk, time and cost. And that’s where the need of a top-notch Salesforce consulting firm comes in.

Salesforce CRM implementation involves multiple steps. You need enterprise-level expertise to follow these steps for a seamless implementation. A typical Salesforce CRM implementation involves below steps;

  • Planning the integration process
  • Educating your team
  • Preparing data
  • Migrating data
  • Tracking progress
  • Updating and communicating

All these six steps can be summarized in 4 processes: (i) Prepare, (ii) Set-up, (iii) Engage and (iv) Extend. Implementing any new software always face some bumps as it takes some time for a team to adapt. This transition becomes smooth with a registered Salesforce consulting partner firm who can help your business as well as your team to get through this process.

The implementation process with the best Salesforce consultant begins with exchanging ideas and setting up goals. The consultant meets with your project team to determine your company’s specific goals and requirements. It is very important to set your goals from the very beginning, as well as to make your Salesforce consultant understand what are your expectations from this implementation. This process is typically called an information gathering process. A Salesforce expert can help your team identify processes which can be streamlined or refurbished to ease the transition to a more advanced work environment. Only a Salesforce expert can better able to help you understand the various functionalities of the CRM and will help you choose the most suited features for your business.

Each system transition differs from business to business. Even the CRM features that one enterprise require may not be essential for some other enterprise. Only a Salesforce consultant has the CRM knowledge, expertise, industry experience, and technical understanding to take you through this journey. A registered Salesforce partner company or a certified Salesforce consultant can ensure relevant actions has been taken to mitigate any kind of risk involved during the data migration or CRM integration.

A certified Salesforce consultant will set clear milestones which will help you track your progress and this will also accelerate the work so that the implementation can be done within the predefined time. Once you are done with the implementation, the most challenging work for a Salesforce consultant starts. Initially it could be a big task for your team to work effectively with the new CRM. As we know no one like changes at the beginning, there is always a risk of losing productivity. A Salesforce consultant and his support team can offer crucial post-implementation training and support to help your team understand the CRM and its functionalities. This will help you accelerate the CRM adaption process and will make your team productive.

Salesforce consulting companies can help you in setting up the dashboard, automating the system, project tracking, email setup, lead management process etc. They can also help you customize features as per your specific requirements. The best part is the support service. An efficient Salesforce partner company offers support services which can help your IT team and admin tackle any kind of issues when occurred.

You can experience a smooth transition and get the best out the world’s #1 CRM with the help of the best Salesforce consulting firm. This will enable your company to enhance business efficiencies, reduce operational costs, improve customer service, and will empower you to face the complex challenges in today’s ever-changing business world.

CEPTES – A Registered Salesforce Consulting Partner

With our 10+ years of Salesforce platform experience and after delivering 250+ projects across the globe, we are the first choice registered Salesforce consulting partner for Salesforce CRM implementation for enterprises across varied industries. Our team of Salesforce experts has proven expertise and experience to manage complex implementation projects. With over 80% certified Salesforce professionals, CEPTES can help you in a smooth Salesforce CRM implementation. Get in touch today to avail a free consulting session.