Salesforce Integration

Conquering the Cloud: CEPTES Journey So Far
ceptes, Salesforce Integration

Conquering the Cloud: CEPTES Journey So Far

  • The journey started in 2010 with just a couple of employees and customers across the US and India. Ten years ago, we endeavored to help global IT firms move their sales & services operations to the cloud. Since then, there has been no looking behind. Within a year of its foundation, CEPTES expanded its services to the Netherlands and added more customers. Today, we are happy to announce that we have 200+ customers, and our workforce is growing stronger by the minute!

Today, CEPTES is an accredited and highly sought-after Salesforce Service provider among businesses looking to tap the Salesforce cloud’s immense potential. As a Salesforce Silver Consulting Partner, we strive to deliver high-performing, out-of-the-box, and lightweight cloud solutions to businesses worldwide. 

In our journey so far, we’ve worked with some of the top-notch companies and brands that were looking for innovative and high-performing Salesforce solutions, such as:

  • Complaint handling and risk management with Salesforce-powered solution – We automated the client’s entire operation, thereby making it more accessible, better, and faster.
  • Donor portal for an NGO – As a result, the NGO can keep better track, manage, and retrieve its donor records.
  • A healthcare service provider with Salesforce Lighting Migration – Leading to significant revenue growth and improved operations across departments. 
  • Vehicle repair and service appointment solutions through Salesforce – We helped the client streamline the process for their end-users with the Salesforce cloud solution.

We’ve helped countless businesses understand the cloud’s significance by helping them to scale up their operations with the Salesforce cloud. 

At CEPTES, we follow a methodical process to empower businesses with the cloud. Our unique approach focuses on multi-cloud, so you have a robust platform that allows you access to customer data in 360 degrees. 

We leverage sales cloud, community cloud, service cloud, and Pardot to implement multi-cloud solutions that empower businesses with 360 View of Customer Relationships. 

Companies that employ multi-cloud customer 360 Solutions are on a winning edge by offering highly personalized and customized services to their customers. 

 

What’s the Buzz Around SaaS, PaaS, and IaaS?

 

What's the Buzz Around SaaS, PaaS, and IaaS

Businesses can boost their productivity & efficiency without adding to the costs with SaaS, PaaS, and IaaS. At CEPTES, we help companies integrate these three services and start using them immediately for enhanced profitability. 

The mistake lies in the approach: migration first. 

When adopting the cloud, most enterprises treat it like another hosting environment where they can dump their problematic and sluggish internet legacy and IT systems. 

This way, these companies might succeed in cutting down their costs of infrastructure and enhance performance, they end up short-circuiting their cloud-adoption process as they follow the legacy-first path and fail to take advantage of the highly flexible, modern platform. 

Most organizations end up missing almost 80% of the benefits that the cloud can offer. 

 

The Solution!

 

The Solution

 

At CEPTES, we focus on Salesforce integration, customization, and implementation of all Salesforce products and solutions. However, our expertise lies in building, developing, and deploying enterprise-grade applications at blazing fast speeds. 

Large enterprises should grasp the power of the cloud-first and understand how it is different from the legacy system by working on small but essential proof-of-concept projects on varied topics, including artificial intelligence, predictive analytics, machine learning, and many more. 

Pursuing these will help enterprises better understand the cloud’s security issues, build a development pipeline, and benefit from this fantastic technology’s elastic principle. 

Since a data center may not be the best place to accommodate these innovations, it’s recommended that you employ these innovations for prototyping a feasible agile approach of DevOps.

Unburdened by the legacy system’s constraints, the new and unique capabilities of the cloud offer great flexibility and produce fantastic gravitational pull within your organization. Businesses can leverage the most actual potential of the cloud to save costs. But they must ensure they derive maximum value for their money while opting for the cloud. There are two ways in which you can adopt Salesforce cloud – one is the subscription model wherein you pay upfront, and the other is the pay-per-use. However, each model has its risks and benefits.

You may end up incurring more expenses with the subscription model in case service consumption is not monitored, and the company continues to pay for a service no longer in use. Conversely, pay-per-use may put your operations in trouble as you never know how soon the budget may deplete in the event when consumption exceeds forecasts.

It is, therefore, pertinent to align the decisions of purchasing the cloud with the critical objectives of your business. Whether your goal is to cut the costs or increase flexibility or both? Shadow-IT-assessments and identifying the cloud services being used that have been bought outside of the control of the IT dept. In short, it is essential that you have complete visibility of cloud services in use by your organization to ensure you save costs and manage security vulnerabilities.

 

CEPTES – Helping Global Businesses Tap Salesforce Cloud’s Potential for their Advantage

If you have been struggling to reduce costs and digitize your sales & marketing operations, Salesforce Cloud should be on your shopping list. Call us to discuss how CEPTES can help you employ Salesforce Cloud for your business gains. Connect with us or request for a demo here.

Banks Can Transform Service Engagement with Salesforce
CRM, Salesforce Anywhere, Salesforce Financial Cloud, Salesforce Integration

Five Ways Banks Can Transform Service Engagement with Salesforce

The banking industry has undergone a massive transformation in the past few years. Just a few decades back, the whole system worked in silos. 

However, this is not the case right now. 

With Fintech, AI & several assistive software, banks are now able to reach the last mile customer. 

However, as it’s said, the innovation should never stop, and this is why, to make the sector more inclusive and approachable, we discuss a few ways banks can transform service engagement with Salesforce

So let’s get started!

 

Identifying the Most Common Issues

You might have heard about Pareto Principle. It states that roughly 80% of consequences come from 20% of the causes for many outcomes. The beauty of this principle is it can be applied to virtually any situation and still holds. 

Now in the banking industry, there are several service requests, such as reporting a lost card, blocking the stolen card, or resetting passwords, and so on. These constitute a huge chunk of all service requests and communication between customers and customer service representatives.

You must identify them through Salesforce integration and tools and start introducing self-service and automation. 

 

Salesforce integration and tools

 

Engage Customer Service Agents in More Complex Tasks

After completing the above-mentioned suggestion, the next task is employing self-service and automation tools in online portals and mobile apps. Chatbots and myriad other ways could do this. 

What benefit would it confer? 

It would free up agents from dealing with trivial issues that could be sorted out by AI, and help agents in devoting more time to crucial issues that require human intervention. 

If we analyze the new inventions and innovation, one thing is common- the urge to reduce human involvement in clerical tasks that could be automated. So why not apply the same to banking operations?

Read: How Salesforce Extends Beyond CRM for Banking and Insurance

 

Engage Customer Service Agents in More Complex Tasks

 

Integrating Self-Service with Salesforce Tools

No matter how good the automation technology is, there would be some issues that need to be dealt with by customer service agents. 

Additionally, some customers don’t wish to utilize chatboxes and other tools, as they require someone they could trust, i.e., a human figure. This is particularly true in cases such as lost credit or ATM card, and so on, when anxiety takes over the ability to think sanely. 

Integrating self-service with Salesforce would bequeath 360-degree data to agents, enabling them to get a holistic idea about customer issues and cater to them accordingly. 

 

Hyper Personalized Solutions

We all want to live a convenient life. It would be great if banks could draw schemes and offers based on our profiles and personal banking activities. 

Salesforce provides several integrations through which customer data could be utilized in offering customers such personalization, which deepens their link with the bank. 

 

Hyper Personalized Solutions

 

Engaging with Inactive Customers

Salesforce allows the ability to look out for inactive customers and send them re-engagement mails such as offers, discounts, attractive credit schemes, and so on. 

This not only activates them but prevents them from being poached by another bank. 

As per research, acquiring new customers is 5-25 more expensive than retaining the existing customer. This is why it makes a lot more sense to reach out to existing clients financially. 

 

Conclusion

Salesforce has made its mark on every industry, and banking is no exception. The industry could be made more inclusive and reach the poorest of the poor, making our society a tad bit more prosperous. We hope the above-mentioned five ways help in transforming service engagements. CEPTES is a Salesforce Silver Consulting Partner that can transform your business value through consultation, digitization, and innovation. If you want to advance your business, connect with us or request a consultation here.

Salesforce, Salesforce Integration

Successful Salesforce Integration – Top 5 Best Practices

A successful Salesforce Integration Strategy is determined by how effectively you leverage the robust APIs of Salesforce to integrate data and streamline operations in order to maximize your ROI. Once the integration is complete, you could have a holistic view of your process, a 360-degree view of your customers, and actionable data. In the absence of these, the integration shouldn’t be considered entirely successful. Some of the best practices that a company must follow to reap the rewards of successful integration are:

Data Quality

It is vital to know the context of the data, where to source it, and cleaning it. Your employees need accurate and timely information. They should be able to utilize the available information effectively and generate reliable reports that support your decision-making process. Your Salesforce Integration team should develop a thorough understanding of the details behind each data element utilized. It is also essential that your employees have access to clean data because records that are outdated or incomplete are challenging. By killing all data quality problems at the source, you’ll be able to access and utilize high-quality data to leverage it appropriately.

Error Handling

An error occurring during integration is a serious possibility and one that may have disastrous consequences if not handled promptly. Your system might be well equipped to handle information transfer, but it might be utterly powerless in a situation when an error occurs. Such an error may cause significant data loss if there are no backup systems in place. It is therefore vital to have a proper error handling system that alerts you to any potential errors, and if one does occur, the system handles it.

The Integration Process

One should have a clearly defined process in place before initiating integration. The process should clearly define the endpoints and data flow between them. This allows easy staging and modification of data before its transmission to other integrated applications. You should also make provisions for an effective connection for custom integration. Data delivery for different applications should be defined in the process as well. Another critical aspect of defining the process is to limit and control access to trusted users. If the integration process is well established and easily understood, the process will be seamless and error-free.

ALSO READ: Top 4 Considerations for Salesforce Integration

Your Applications

An organization usually undergoes Salesforce integration when it has specialized applications for its different functions like sales, service, marketing, operations, inventory management, accounting, logistics, human resources, etc. It is essential to recognize the strengths and weaknesses of each application. The perfect integration builds on the strengths of all your applications to streamline your business processes, automate workflows, and maintain data consistency. A flexible integration platform that takes a best-of-breed approach to get the most out of your applications is the perfect tool for optimizing your returns and reducing user frustrations.

Leverage the Expertise of Integration Experts

If not done correctly, a failed, or incomplete integration leads to wasted time and resources, data loss, errors, and user-dissatisfaction. The best way to avoid this is to procure help from Salesforce Integration Experts who can help you deliver intelligent and connected customer experiences. CEPTES, with its team of Salesforce certified consultants, offers end-to-end Salesforce Integration Cloud services. We have successfully performed integration projects for brands such as PayPal, Google Analytics, SAP, HubSpot, Dropbox, Quickbook, amongst others. Our Salesforce offered Integration Services include:

  • Integration using tools
  • Custom integration
  • API Development
  • Integration App Development

With such an experience under our belt and the best services that can be offered, CEPTES can help you connect and integrate your application and implement tailor-made digital strategies to suit your business requirements. To know more, please get in touch with us.

Salesforce Integration

Top 4 Considerations for Salesforce Integration

One of the most common issues faced by most of the industries is with regard to disparate data sources and the siloed systems. Integrations across a company can bring enormous challenges for both the SaaS/Cloud Service providers as well as the business users. As per research, about 54% of businesses missed their project deadlines in the past six months due to problems related to Cloud Integration. 

Additionally, in the last 3 years, every one in two businesses completely abandoned a Cloud app due to integration problems. Furthermore, it is estimated that more than half of the Cloud adopters tried using Cloud Integration, but failed at it. This complex data integration issue calls for a solution, and yet again someone has solved it.

The Salesforce platform has successfully introduced its own Integration Cloud. A SaaS offering with the most advanced technology for delivering connected customer and service experiences by using next-gen solutions for Data Integration. Offering a plethora of benefits, like efficiency, accuracy, and quality. Leading to enhanced user experience and ability in improving the ROI of each business user. With the MuleSoft Anypoint Platform, Salesforce customers can integrate data from any system to deliver critical and time-sensitive projects.

The points discussed below elaborate on the functions and benefits of the Salesforce Integration Cloud to boost productivity and improve the ROI.

Better Native ERP Integrations

One of the most worthwhile integrations that can lead to high-performance sales and drive greater ROI is through integrating Salesforce with your existing ERP. Since Salesforce has strong integrations with MS Office Applications and other social media platforms, it allows you to gain quick insights into the sales leads. These integrations, in turn, lead to less manual work and drive more revenue.

Enriched Customer Experiences

For ensuring perfect sales automation, it combines a unique set of services and tools for connecting every system, device, and customer to the surface data irrespective of its residing location. These tools and services also ensure connected Customer Experience (CX) beyond different channels. 

For instance, a developer can make use of the Lightning App builder for integrating the data regarding the commerce order history into the Lightning service console for transforming service interactions into cross-selling and upselling opportunities, and accomplish all it without leaving their comfortable console.

By contributing to the data accuracy, efficiency, and quality, Salesforce Integration Cloud can cause improvements in your ROI.

Enhanced Integration Platform

The Integration Platform offered by Salesforce Integration Cloud can offer a comprehensive solution for all of the needs related to Data Integration. The Integration Platform combines the critical capabilities of a comprehensive Data Quality, Data Governance, and Data Integration solution into a sole unified Cloud-based platform for efficiently integrating real-time organizational data, devices, services, processes, business partners, and systems across any cloud. The extensive Data governance capabilities offered by the Integration Cloud allow the customers in meeting their unique business needs through a single platform for collaborating across projects seamlessly.

The consultants at CEPTES give you intelligent sales process insights that focus on customer needs. These insights play a favorable role in contributing to improving your ROI.

Improved Connectivity

Working inside an organization is a taxing experience, as all the team members need to perform different tasks at a given point in time. One of the major problems faced by the team members is with regard to the non-automation of the routine tasks. If you want your business to have a complete digital transformation, then integrating siloed systems can efficiently work towards automating the routine processes and tasks by connecting to other Salesforce systems, on-premise systems, or external cloud on a unified platform. 

It has an advanced AI and app integration through which the business users can directly embed intelligence into their apps for gaining instant access to additional capabilities that help in keeping their business moving forward. This benefits the team by making them focus on generating sales and improving the revenue of your business. 

What can you achieve with a connected experience?

  • Seamlessly connect any system, Salesforce, or external, whether in the cloud or on-premises, on a centralized platform.
  • Drive API-led connectivity by getting rid of inflexible custom code and optimize business agility with application networks.
  • Enable teams to discover and reuse integration assets to build upon prior projects and address new business priorities.
  • Enable your entire ecosystem of developers, partners, and customers to create new revenue opportunities and top-notch customer experiences with packaged APIs.

Being a global Salesforce partner, CEPTES can provide the consultation and solutions required to boost business efficiency. A highly integrated business solution can increase the performance of existing business architecture. It uses the right strategies for increasing customer engagement and improving the ROI of businesses spread across different verticals. 

Get in touch with us to know more about our end-to-end Salesforce Integration Services.

Salesforce Integration

GitLab & Salesforce Integration – A New Way to Enable DevOps

Enterprises that adopt revolutionary technologies at a fast pace, become high-performing, develop better products at an accelerated speed, improve collaboration, enhance productivity, and achieve competitive advantage. DevOps is such an advanced approach that enables various siloed roles such as development, operations, QA, and others to collaborate in order to build more reliable and quality-driven solutions at lightning speed.

Salesforce as a platform has been working on its APIs in order to help developers create Salesforce-connected apps in the most efficient way. However, GitLab has provided an opportunity to drive next-gen DevOps leveraging enterprise-grade tools and functionalities in order to build Salesforce-connected apps rapidly. 

What is GitLab? GitLab is one of the most popular platforms for modern age developers as it offers a single, integrated application for a comprehensive DevOps lifecycle. Integrated with Salesforce, the suite brings advanced software development practices such as Source Code Management, Git-based version control, Project Management, Document Management, and automated CI/CD into Salesforce DX.

This will help developers get rid of manual tasks, avoid error-prone and slower development processes and enable concurrent development processes by collaborating team’s workflows with a single, integrated, and highly automated application of DevOps powered by GitLab & Salesforce. 

Why do you need Salesforce-GitLab integration?

If you care about the workflows, layouts, sales process, custom code, profiles, and objects/fields in your Salesforce org, you need to consider integrating GitLab. Even for organizations that really want to protect their codes and configurations from accidental override or deletion across sandbox and production org, must consider integrating GitLab & Salesforce. 

With this, you can:

  • Build apps faster in the Salesforce platform
  • Eliminate complexity & empower your team to manage projects, not just tools
  • Unified DX for seamless communication across admins & developers
  • Automate manual processes like QA testing
  • Adopt new SFDX features such as Scratch Orgs, SFDX cli, etc. 
  • Quicker business value through concurrent development 

CEPTES, which is a comprehensive Salesforce platform focused company since 2010, extends the power of Salesforce & GitLab integration to help you extend the power of Salesforce & GitLab. We are offering FREE Salesforce+GitLab Integration service to the first 15 companies & the offer is valid till the 10th of May, 2020. Fill out the form & start your DevOps journey in the world’s #1 CRM platform today.

 

Salesforce Integration

Slack & Salesforce Integration: What’s New & How to Integrate?

One of the most popular communication & team collaboration applications Slack, which has 12 million daily active users, has added a few new integrations with Salesforce’s Sales Cloud & Service Cloud. The Salesforce & Slack integrations will enable both the solutions users now to communicate in real-time between Slack & Salesforce Chatter. This integration will boost team collaboration & productivity. 

Slack users can now search and preview Salesforce Sales Cloud & Service Cloud records including accounts and opportunities within the app by using a slash command. As per another new feature, now users can send Salesforce records related to an account or case to another individual Slack user or a channel directly. Sales & service reps using Salesforce can now see Slack conversations related to a Salesforce record. 

Slack rolled out its first integration with Salesforce’s Sales Cloud back in 2016. Apart from the latest integration, we can expect a lot of integrations coming in the near future. The latest integrations will surely be going to make sales & service more seamless and collaborative for both the platform users. 

How to integrate Salesforce & Slack?

You can integrate your Salesforce CRM with Slack using multiple ways such as using APIs (Native Integrations), & Third-party integration tools. The Salesforce-Slack integration enables you to search your Salesforce instance from Slack, and share results in Slack. The integration will also help users share messages both ways between Salesforce Chatter & Slack. In order to integrate & use both the solutions, The Slack AppExchange app needs to be downloaded from the Slack App Directory (www.slack.com/apps). It is recommended to read the installation guide carefully. You can get AppExchange plug-in for Slack here

Native Integrations/APIs
The Slack and Salesforce CRM integration allow users to search and share Salesforce contact and account records and share leads and opportunities. Please refer to this Slack KB article to see the options for integrating both the systems and also how to install Salesforce CRM access from Slack’s App Directory. 

Third-Party Integrations
There are various third-party tools available using which you can integrate Salesforce & Slack. However, we recommend you to verify any third-party tool before installing and to be cautious while deploying. 

 

Source: Salesforce.com, Slack.com