Salesforce

Climb Success Ladder Faster with CEPTES
ceptes, Salesforce, Salesforce Developer

Climb Success Ladder Faster with CEPTES

Salesforce is one of the fastest-growing sectors in the IT industry. With cloud gaining popularity among modern businesses, the need for a Salesforce cloud solution is on a rapid rise. As a result, the demand for qualified and competent individuals with expertise in Salesforce is also rising. A career in Salesforce development can be immensely rewarding provided that you join the right team and good organization, such as CEPTES – a top-rated Salesforce Certified Silver Partner.

Joining CEPTES could be the wisest and the best decision you will ever make towards ornamenting your curriculum vitae and adding value to it. Some of the top reasons why CEPTES is the best workplace for you include-

 

Rewards and Recognition: 

Undeniably, money is the biggest motivator for any job or business we endeavor in, but, at the same time, we all strive for recognition also for our efforts. At CEPTES, you will get amply rewarded and recognized for all your valuable contributions on the job.

 

Rewards & Recognition 

A Culture of Innovation: 

Innovation is not just an expectation here, but it is also a culture we foster. In other words, every employee is encouraged to share his/her innovative ideas, participate in brainstorming sessions that lead to innovation, and frankly & fearlessly come up with unique suggestions that may help product/service/solution/process improvement.

 

A Culture of Innovation

Flexible Working: 

Some of us are highly productive in morning hours whereas others tend to work more efficiently in the second half of the day. Therefore, we understand these human limitations and encourage you to work at your preferred shift (from the available options in your department).

 

Flexible Working

 

Also Read: Conquering the Cloud: CEPTES Journey So Far

 

Great Learning with Industry Experts: 

We are happy to have some of the brightest and most brilliant Salesforce experts as our team members. When working with these highly skilled people, you stand to gain a lot in your learning and knowledge about the Salesforce technologies.

In short, you will climb the success ladder faster with CEPTES as you learn more and achieve more in all spheres of the fantastic platform called Salesforce.

Some of the challenging and significant roles you can apply for include:

You can join our ever-expanding team of Salesforce experts at different levels – from entry-level to mid-level and senior management.

Salesforce business analyst – As an analyst, you will closely monitor the progress of the company and competition, figuring out what works the best and what doesn’t, create user requirements for the implementation of Salesforce.

Salesforce functional consultant – You need to have Salesforce implementation skills and expertise in other features as well. You will be someone who accepts user requirements and interprets these into solutions that are ready to be implemented. No or little coding is required as point & click functionality is used for the purpose.

Salesforce Architect- As a Salesforce architect, you will be overseeing and supervising complex solutions and ensuring their success.

Salesforce Developer- As a Salesforce developer, you will be working on various client projects – helping our clients get the most of Salesforce as a SaaS, PaaS, or IaaS solution.

 

You can also apply for AppExchange roles that include:

Implementation Experts – From simple Salesforce implementation that even a Salesforce Admin can also handle highly complex Apps like Accounting packages or CPQ tools, you will make sure performance is done professionally and immaculately.

Support Roles – Apps need ongoing support, and this is what you will be doing if you opt for support roles.

You can assume many other roles and responsibilities, depending on your qualifications, expertise, experience, skill-set, and interest. Please visit our careers section or connect with the HR team to explore great career opportunities for you at CEPTES.

Salesforce-Vaccine-Cloud-Streamline-Vaccine-Management
COVID-19, Salesforce

Salesforce Vaccine Cloud: Streamline Vaccine Management

“Designed to allow scheduling appointments more efficiently allowing it to integrate with any scheduling system.”

As the global vaccination effort is underway to end the COVID-19 pandemic, Salesforce has offered vaccination solutions to accelerate these efforts. 

Salesforce has launched a vaccine cloud solution designed to make scheduling appointments easy and effortlessly manage it to integrate with any scheduling systems in use. 

 

Designed to allow scheduling appointments more efficiently

The Vaccine Cloud upgrades are free, and it offers more reliable ways to schedule their vaccine appointments. In late January, Salesforce first launched the Vaccine Cloud to ease vaccination programs for various organizations to manage the vaccination programs end to end on a single platform. 

Salesforce’s new capabilities to Vaccine Cloud allow residents to help them pre-register to receive a vaccination on their own through a scalable website while eliminating the need to refresh the page constantly. This helps them to know new appointments or wait through their phones.

Once the residents are eligible for the vaccination, they are notified either through a text or an email to schedule their appointment. 

This helps them to avoid waiting for the moment when the slots are released on the website. 

Vaccine Cloud Connects People to a Personalized Scheduling Process

Vaccine Cloud Connects People to a Personalized Scheduling ProcessVaccine Cloud helps several organizations like healthcare enterprises, health care providers, and government organizations to manage vaccine administration hand-in-hand. 

Vaccine cloud benefits with an efficient vaccine management ground. It also helps the front liners like the health workers to plan and administer vaccination approaches to connect and reach people in a great latitude.  

  • Understand, track and communicate with the people.
  • Avoid delaying digital vaccination, do not keep it pending for extended days.       

It helps one connect to hundreds of vaccination sites, making work simplified. A precise workflow helps an enterprise manage vaccine administration with great ease. 

Healthcare enterprises can easily manage dosage, monitoring, scheduling, and staff training.

Vaccine Cloud connects people in a more personalized scheduling approach by enabling them with a one-time link use ensuring equal access to the system. 

When someone clicks on the link, it shows when and where the available appointments are and holds a place until the appointment gets booked. 

It also helps several organizations to scale the online vaccine distribution. 

Conclusion

It’s imperative to integrate ethics with the vaccine management process since hundreds of decisions are made every hour to establish a smooth digital experience. When all the countries are in a race to mobilize the spread of COVID-19, vaccinating a massive cover of their populations as quickly as possible. While the virus is spreading rapidly with no sign of disappearance, businesses possess a vital role to play over blunting misinformation, becoming facilitators and educators to tackle situations. To know more, connect with us

Sales Cloud: What is the Salesforce CRM All About
CRM, Sales Cloud, Salesforce

Sales Cloud: What is the Salesforce CRM All About?

This is a critical time for all of us as the pandemic is still here. Only new strategies can help us find more leads, increase productivity within our staff, and maintain our clients’ loyalty. Salesforce CRM can help you achieve these goals in the challenging times we all are living in at present. 

CRM or Customer Relationship Management, essentially, is a type of software application built to manage critical data at one central location. In CRM, you may check customer information, send emails, even track your sales progress and follow your social media leads.

 

What is Salesforce Sales Cloud? 

The Sales Cloud is a Salesforce CRM based on the cloud. This cloud includes various tools for purposes that I just mentioned above. Also, Sales Cloud helps businesses in better contact management, sales forecasting, sales force automation, and improving productivity. It enables sales teams, managers, and executives to manage relationships with customers, sales-cycle efficiently, access valuable data about competition & own business, and prioritize tasks.

This system can be beneficial for companies of all sizes and types – B2B and B2C because it is a SaaS (Software-as-a-Solution) model. Meaning that the companies don’t need to work on those on-premise apps that demand servers, new upgraded versions, and have software issues. Salesforce Sales cloud allows companies to reduce their upfront costs, easy upgrades, quick setup & deployment, and scale it as their business grows. 

A robust CRM strategy can help you stay on a leading edge. With Salesforce Sales Cloud, businesses can start focusing on their core businesses and leave the sales & customer relations to the cloud. 

 

Salesforce Sales Cloud

Generate More Sales

Whatever is your industry, geography, or company size, we all want to achieve significant growth in our business. For this reason, we all need to develop a structure which helps our sales reps & managers to do their jobs efficiently, and with the help of the best technology, we can avail for them. Salesforce CRM enables you to make the entire process faster, create workflows, and speed up the approvals process for automating manual tasks, such as assembling complex proposals and filling out orders.  

 

Salesforce CRM

Boost Productivity 

Salesforce CRM is highly portable, and a sales rep can log calls, track opportunities, update data, and respond to the leads anytime and anywhere using their smartphone! This increases their productivity and efficiency! 

Also Read: Leverage Salesforce Sales Cloud and Pardot to Drive Higher Customer Engagement

 

Make Informed Decisions

Without a robust system behind, you may find it challenging to make critical decisions fast. But by tracking conversion rates, lead volumes, and your pipeline all in real-time, you can check the business’s actual state, which allows you to decide better from anywhere. Now you don’t need to carry your office laptop everywhere or connect with the IT staff to create reports. Salesforce CRM analytics software will keep you informed with all the customized sales forecasting reports, and you can build them with immense ease. 

 

Sales Forecasting

How Can Your Business Get the Most Benefits from Sales Cloud?

So, finally, you are ready to go for your share of Sales Cloud to improve your sales efficiency. But before we move further, I think we should discuss the benefits you may get with the Sales Cloud for your business! 

 

Improved Customization

Flexible and quick customization is the key feature that attracts businesses to the Salesforce Sales Cloud. Companies today have varying requirements and needs, and through the enhanced customization with the Sales Cloud, you can quickly develop fine-tuned applications, page layouts, and profiles most suitable for your business purposes. Sales Cloud also lets you build strict record-sharing rules and permissions to mirror the structure & hierarchy of your sales structure. This will help you set up different levels of accessibility to company reports and records. 

Other amazing benefits of Sales Cloud for your business may include:

  • Fully automated customer relationship management
  • Create quotes fast
  • Connect with your customers 
  • Sales Cloud can be integrated seamlessly with other systems 

 

Sales Cloud

Conclusion

If you look at the Sales Cloud from a sales rep’s perspective, it is exceptionally helpful in decreasing redundancies, prioritizing actions, optimizing processes, accessing information, and communicating better to close more deals. On the other hand, managers can use Sales Cloud for its various features that provide a unified view of status and history and tools for designing highly efficient approval processes and workflows. Those in a decision-making position can use the dashboards, forecasting tools, and analysis for making fast and informed decisions. To know more, connect with us or request a consultation here.

CTOs Leverage Technology to Focus on Customer Success
Salesforce

How CTOs Leverage Technology to Focus on Customer Success

The success of any sales & marketing plan depends heavily on customer engagement achieved through it. Engaged customers are loyal to your business, and they are perhaps the most significant influencers who help you acquire more customers through their positive word-of-mouth. 

When happy customers bring more customers, the interactions are feel-good. These interactions help boost customer satisfaction while reducing churn. Engaged customers are an asset to any business as they help offset new customer acquisition costs, which is 25x higher than retaining the existing ones. 

Customer engagement is as meaningful as customer acquisition, indeed! While helping you boost sales conversion, customer engagement can help you get more qualified leads as well.

The ultimate goal of sales teams is to sell and keep the company’s revenue on an upward trajectory. Considering customer acquisition their highest priority, sales professionals tend to spend most of their time and efforts on this. Conversely, businesses aren’t entirely excited about acquiring new customers only and want to have more loyal clients that return to their business.

Online research indicates that engaged customers spend at least 30% more on subsequent purchases than new customers. 

 

Benefits of customer retention for any business include:

 

Benefits of customer retention for any business

How to Boost Customer Retention?

 

We all know how important it is to achieve greater customer engagement. But “how to achieve it” remains a question for most of us! With digital e-commerce platforms completely transforming how customer interactions were done so far, it becomes essential for the CTOs to devise strategies that help them get these digital platforms – SMS, chatbots, online stores, and more. 

 

Here’re the quick tips for customer retention:

 

  • Power up your business with AI. Chatbots are a tremendous AI-powered tool that helps boost engagement by being available for customer queries 24/7.

 

  • Be available across all channels customers can look you up for! And these include all social and digital platforms where your competitors are also present.

 

  • Set expectations that are realistic and deliverable! Don’t put too much stress on your sales team for achieving an unrealistic target! It may backfire!

 

  • Ensure that consumer journeys are seamless. Modern customers don’t want to spend time deciding how your website works? Focus on UI & UX!

 

  • Use available client data to deliver a great experience to each of your valued customers.

 

  • Pay attention to customer service as that has a lasting impact in ensuring more excellent customer retention.

 

  • Make use of apps as most customers prefer apps to websites when shopping online, as per various online reports.

 

How Can Salesforce Technology Help Boost Customer Retention and Success?

 

Salesforce has been helping countless businesses achieve more excellent customer acquisition for years. Now you can use it for boosting customer retention as well! Salesforce helps streamline all your integrations to facilitate the creation of a lucid data-funnel through the sales, marketing, and customer support teams. 

 

How Can Salesforce Technology Help Boost Customer Retention and Success 

 

Let’s quickly discuss the best ways through which CTOs can leverage the powerful Salesforce technology for focusing on customer success!

 

Centralized Customer Data

In modern times, business success depends heavily on customer data, which keeps the system up and running. Salesforce helps centralize all data sources in one place – including customer communications via VOIP systems, emails, notes, and other channels. With the power of data in your hands, your sales & marketing teams can make better and informed decisions, meet their revenue targets, and strengthen long-term relationships with customers. Centralized data is more reliable and easily accessible when needed.

 

Personalization 

Stop bombarding your valued customers and business prospects with emails as part of your blast campaign! That won’t work anymore! Personalized messages can help you get your news across just as you want! Thanks to Salesforce’s personalized communication system, businesses can send customized emails, forms, and messages that eventually direct the customers to specific pages (landing pages). 

 

Track Customer Data

As discussed above, data is the backbone of modern businesses, without which it is virtually impossible to create and implement any marketing play. Customer data reveals a lot about them – their location, places visited, things they like, their workplace, and more. Using this information, businesses can respond better to their customers’ needs. Salesforce can help you track your customer data in real-time. 

CTOs can have their marketing data connected with Salesforce to avoid abandoned carts. Salesforce technology empowers businesses to keep a watch on the landing pages that attract maximum customers, making it easier to follow customers’ purchase journey and make informed decisions.

 

 

Re-Engage Customers

Marketing and sales teams find it hard to keep the inactive customers engaged because they do not respond to their emails, calls, and messages. As a result, even the best sales pitches remain ineffective. Most of the sales reps end up abandoning such clients. But with Salesforce, you can be sure that even the most inactive customer is kept connected.  

 

Conclusion

Customer retention is the key to business success, and Salesforce helps businesses harness the power of customer data for increased customer retention. By making judicious use of the customer data and having Salesforce technology in place for creating and implementing strategies that facilitate customer acquisition and retention, CTOs can make way for augmented ROI and revenues for their company. Other than the benefits discussed above, Salesforce helps sales officers understand why customers leave their brand/products/business; merge customer retention and services to deliver an enhanced customer experience. CEPTES is a Salesforce Silver consulting partner who can help you to accelerate the business value of your Salesforce.com investment through consultation, innovation, and digitization. If you want to grow your business, connect with us or schedule a demo.

Top-5-Salesforce-Integration-Tools-to-Boost-Your-Productivity
Salesforce

Top 5 Salesforce Integration Tools to Boost Your Productivity

Boasting the greatest marketing team on the planet and still struggling to achieve your dream sales figure? 

Honestly, setting up an amazing marketing team full of go-getters is just half the job done. 

You need to do a lot more if you want your sales to jumpstart at the earliest.

The Ingredients for Smart Decision-Making

 

You’ll need max productivity, detailed & impressive reports, and intelligent analysis to get an insight that fosters smart decision-making. This is when Salesforce comes into the picture.

 

Salesforce is powerful and robust, but it cannot do the magic all alone! What next? Well, the Salesforce company has taken care of that aspect as well. 

With AppExchange, a big marketplace of plugins, systems, and add-ons, marketers, and developers can benefit in more ways than it (Salesforce) is originally designed for. These tools help enhance the existing functionality of Salesforce.

Explore the AppExchange, and you’ll be overwhelmed for sure to see the massive repository of hooks, integrations, and proprietary systems that may leave you spoiled for a choice. 

 

Salesforce Integration tools are designed to help businesses improve their productivity. With the help of these amazing tools, you can speed up and automate your routine tasks.

 

Understanding the fact that you, as a marketer or a business, might not have enough spare time to research, study, and determine the best Salesforce integration tools to boost your productivity. 

 

Let’s quickly go over the top 5 Salesforce integration tools to help boost your productivity.

 

InsideView

 

This Salesforce integration tool is focused on social selling and is designed to help you deliver the right message at the right time to the right people. InsideView does this through trigger events and by analyzing your connections on social networks. With InsideView, you can monitor more than 25K sources to gain an insight into sales intelligence required on business mergers, new product releases, executive shifts, etc. that are a must to help you stay on a leading edge.

 

Your sales team members can accumulate useful information from business prospects through the People Alerts feature that lets you actively monitor activities from their social media profiles and act on the spot. Furthermore, you can import & filter your contact lists by industry, revenue, recent events, and a lot more.

 

Sales Chatter

chatter

Lack of knowledge about some excellent inbuilt features of Salesforce makes most people think that this platform is not enough to help them save time in various business operations and that only a third-party tool can help them. But those who know will tell you that Sales Chatter is one such amazing Salesforce tool that you can use for ensuring a perfect balance between your project and task management. In short, you don’t need to logout from your business-page to view your social media handle. Chatter allows business owners to effortlessly allocate their social media campaigns to a specific group and get constant updates.

 

Also Read: Top 4 Considerations for Salesforce Integration

 

Conga Compressor

conga-composer

No more do we use external HDDs or pen drives for storing customer interactions. Thanks to the cloud, storing and retrieving customer interaction and information is so easy and quick now. The same cloud powers conga compressor and it saves your salesforce teams from the hassle of maintaining a tedious manual copy and paste culture. Salesforce utilizes this amazing tool for storing customer information in the existing templates that are found in Conga. This tool is straightforward to learn and use. One of the best tools for enhancing salesforce productivity, Conga helps speed up business operations through a seamless workflow.

 

Sumo Scheduler

sumo_scheduler_

 

Designed to simplify appointments, Sumo scheduler is meant for organizations that have to deal with the lengthy and complex sales cycle. According to the reports, most salesforce professionals waste much productive time managing emails and taking phone calls. With Sumo scheduler, you can reduce this time drastically and help your sales team focus on more productive and useful work that brings business for you.

 

Ebsta Inbox

ebsta-inboxEmail marketing becomes easy with Ebsta Inbox in place. With Ebsta, you get access to multiple emails (on multiple platforms like Gmail, Yahoo, etc.) on the same platform, meaning you don’t need to check each email’s inbox to see what’s there. Rather, you can view all the important emails in one place with Ebsta Inbox. Its several features will help your sales team become more productive and perform better.

 

Summing Up

 

These Salesforce integration tools have made Salesforce a truly seamless platform that businesses can use for a wide range of purposes- from email creation, reporting, social-media post-interaction, and more with immense ease. With these tools up your sleeve, you can manage thousands of clients daily without hassle. To leverage the best of the Salesforce integration tools for boosting your productivity, connect with the experts at CEPTES. Call us or schedule a demo to know more about these tools.

Strategies-for-Account-Based-Marketing-(ABM)-with-Salesforce
Salesforce

Strategies for Account-Based Marketing (ABM) with Salesforce

Marketing is one of the few job profiles that require one to learn from the world constantly. One has to keep an eye on the new trends rising in the market and implement them at light speed. Even after making such efforts, if the marketing and sales teams aren’t aligned throughout the journey, the result may appear fragmented.

 

This is where the Account-based marketing approach becomes handy. Ahead, we’ve discussed this term coined by the Information Technology Services Marketing Association and talked about how Salesforce makes implementing this technique like a cakewalk. So without any further ado, let’s get started!

 

What is Account-based Marketing?

Strategies for Account-Based Marketing (ABM) with Salesforce

The “Broad-based marketing” concept dawns upon our mind when we think about the word ”marketing.” It involves casting a wide net on the whole of the target population instead of narrow-based marketing, which involves selectively choosing accounts and being the best to a certain audience. 

 

This is where Account-based marketing comes into the picture. Here the sales and marketing team joins forces to target and customize campaigns for generating the highest quality leads. 

 

The unique thing about ABM is that the campaigns feel targeted and personalized to each account, making lead conversion a cakewalk!

 

How Salesforce Acts as a Boon for Account-Based Marketing

 

Getting a 360-Degree View

 

Below we have discussed some points as to why Salesforce acts as an ally in your pursuit of getting the best out of account-based marketing. 

 

Read on to know more.

 

Tailored Message to Strike the Right Chord with a Prospective Customer

 

We are living in a world where personalization acts as a key factor in whether a client would like to associate with a company or not. This is because we are intensively seeking trust and a human touch in services. This is why a company can provide personalized communication, mails, content, newsletters; it would help deliver a more precise message. Utilizing the data available with Salesforce integrations could help prepare templates and feeding information across different marketing channels.

 

Read: How to Use Salesforce to Automate the Sales & Marketing Process?

 

Einstein Tool to Leverage the Potential of AI

 

Strategies for Account-Based Marketing (ABM) with Salesforce

 

AI has taken much manual, tedious work away from us humans. Salesforce’s homebuilt AI, Einstein, is seemingly integrated, which puts the data and does away with the data preparation or model management. This tool is highly beneficial in predicting steps that can benefit your marketing and sales team to work in synergy and take helpful decisions.

 

Sandboxing to do the Double-Check

 

Conducting a trial run or test is beneficial for gaining confidence in the prospective action before it is implemented on the real audience. Salesforce contains a robust sandbox feature that provides an isolated testing environment to run programs and execute files. If the company wishes to make any changes before going ahead with the strategy or plan, the sandboxing process’s cues bequeath can be highly beneficial. 

 

Getting a 360-Degree View

 

Salesforce integrations and tools provide a holistic view to the marketing and sales department for taking a synergized action. The tools are designed in such a way that decimates any bottlenecks. The teams would collaborate better and take decisions on matters ranging from most basic to complex ones without any impediments. 

 

Conclusion

 

Overall, the need for innovating marketing strategies and diverging them on the path of personalization couldn’t be stressed enough. Using cutting-edge tools such as Einstein, fruitful predictions would help eliminate bottlenecks and produce higher investment returns through account-based marketing. We hope you found the article helpful. To know more, connect with us or request a consultation here

Salesforce for Customer Retention
Customer Experience, Customer Relationships, Salesforce

4 Effective Tips to Use Salesforce for Customer Retention

Smart companies have recognized that consumer loyalty is the most powerful sales and marketing tool that they have.

 

The above quote couldn’t be more right in the present world of business. We see new products and services being launched every day, and then more products and services replicate the existing ones. 

Retaining existing customers is the only significant way through which companies could rise and shine. Research done by Bain & Company states that a 5% increase in customer retention has led to a more than 25% increase in profit. 

This necessitates talking about customer retention and, more so, how you could use Salesforce for achieving this objective. 

So without any further ado, let’s get started!

 

Consolidating Customer Data in One Place

The 21st century is seeing fierce competition between business organizations to acquire customer data. This data has become a lifeblood for the survival and success of modern businesses. 

All the emails, VOIP system calls, and detailed history of every single customer could be collated in one place. This helps the marketing, sales, and customer service team get on the same page and predict the customer’s pattern to make informed decisions. 

 

 

Personalizing Communication with the Customer

We all desire to feel special. Here, the means do not matter much. All that matters is knowing someone took out time for us. Now, if you wish to mete out such conduct towards your customers, what could be better than sending them personalized emails and texts. 

With Salesforce, you can use several tools and integrations to personalize landing pages, forms, and much more. 

This can act as a powerful tool, especially in a world where most things have been automated and lack a uniquely human touch. We are slowly moving towards a world that is more relatable and human-like. Why not start the journey with simple personalized mail?

 

Read Pardot Marketing Automation – The Key to Generate More ROI

 

 

Integrating with Customer Service Platform

Primary aspects of business such as the product help in attracting customers. However, customer service is among the secondary elements which help in retaining the existing ones. It is imperative to address customer issues and requests and solve their problems and maintain them.

It is said that customer service is the new marketing, and you probably don’t want to leave this golden opportunity. Integrating Salesforce with the customer service platform would help in serving the customer in a highly efficient way. Salesforce gives an accessible overview of all email, phones, connected devices, and other constituents to serve the customers better.

 

Engage with Inactive Customers

Acquiring a new customer is 5-25 times more expensive than retaining an existing customer. Now, several customers might not have opened the mailboxes or took out time to read the recent email you sent. It becomes essential to send them re-engagement mails such as offers, discounts, or giveaways to rekindle their spirits.

You won’t have to spend much time and resources getting them on board, and if your company has already gained their trust, the efforts required are far less. You can ease out your task by using Salesforce to gain meaningful data about these customers. 

 

Conclusion

Just like when we visit a restaurant, everything from food to waiting time determines whether we’ll revisit the place. In the same way, the aspects mentioned above are crucial in retaining your customers. We hope to retain customers using Salesforce would help you in serving the customers in the best way. CEPTES is a Salesforce Silver Consulting Partner who can help you to amplify your business value through consultation, digitization, and innovation. If you want to grow your business, connect with us or request a consultation here.

Salesforce

How Salesforce Extends Beyond CRM for Banking and Insurance

Customer Relationship Management software helps in delivering outstanding service to the customers. From giving access to rich customer profiles to providing alerts such as client life events, these CRMs have revolutionized the way these industries operate. 

 

CRMs are no more an optional commodity in the Banking and Insurance industry, and with companies such as Salesforce bringing to the plate much more than typical CRM offerings, it becomes important to talk about why Salesforce is important for the Banking and Insurance industry. So without any further ado, let’s get started!

 

#1: Hearing Out What Customers Need

 

Salesforce offers several tools and functionalities which help in understanding the customer better. This allows bequeathing them with unique offerings catered to their needs and desires. Customers don’t mind sharing their data in the hope of better services. For example, Accenture’s research showed that 64% of people would want insurance premiums based upon their behavior. That means if they have a good driving record, having a comparatively low premium would bring a smile on their face. 

customer needs

Another research by eMarketer also proves something on this line where the data showed that 80% of people don’t mind sharing their data if companies offer personalized services. Salesforce custom integrations come in handy in such scenarios as they make summary and visualization of data a cakewalk. 

 

Read: Digital Transformation in the Financial Industry – Digitising the Sales Process & Transformation Frameworks

 

#2: Automation Helping in Solving Complex Problems

 

Both the insurance and banking industry have to deal with a myriad of service requests daily. A good CRM software could analyze the most occurring inquiries and prepare data to be utilized by AI for automation. By automating processes where human intervention isn’t required, the agents’ time would free up, and they would be able to involve themselves in more productive tasks. 

 

automating

The idea of providing self-service not only reduces the time taken to provide the right solutions to customers but also leads to an increased focus on a complex issue that requires human intervention. Additionally, when a service agent gets a 360-degree view of a customer’s profile, past activities, and transactions, they’ll better understand customers’ issues and help them accordingly. 

 

#3: Product Comparison Tools

 

The banking and insurance sector has many products and services stocked on shelves waiting for customers to pick them up. However, prospective clients expect transparency, and if a business can provide them so, it could lead to lifelong trust. 

 

Salesforce-1

 

This is where banks and insurance companies could use Salesforce for product comparison tools. They make the buying decision easier and help insurance agents and bankers explain the difference between the two products and services to the client. 

 

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

 

#4: Inhouse Training

 

The whole world is moving towards AI, the cloud, and everything technology. It becomes important to get the staff trained thoroughly on software and technologies they would be working on, and this is where Salesforce could be of great help. Salesforce partners can provide training to internal teams, which would help get work done seamlessly.  

 

 Contact us to find out more about how we can help your business to achieve unprecedented growth.     

 

#5: Increasing Customer Loyalty

 

As per research, acquiring a new customer is 5-25 percent more expensive than retaining an existing customer. Salesforce helps get key insights about a customer, which are beneficial in devising personalized plans for every customer. Further, even inactive customers could be recognized and rekindled through several re-engagement tools. 

CEPTES-TEAM

 

Read More: Salesforce for Financial Industry: How to Streamline your Sales Process

 

Conclusion

 

The banking and insurance sector contributes to a nation’s GDP and serves almost every person on the planet. A good CRM goes a long way in the seamless operation of these two industries. With more than a decade of Salesforce expertise and excellent service, CEPTES can help make your banking and insurance processes more transparent, seamless, and secure. We hope the above information about Salesforce and its importance in these two sectors was helpful. To know more, connect with us or request a consultation here. 

Smart Salesforce DevOps
Salesforce, Salesforce Devops

Why Smart Salesforce DevOps is the Answer to All Your Change Inefficiencies

What is Smart Salesforce DevOps?

DevOps brings together the set of development and operations and helps teams build, test, and release software faster and more reliably. This includes continuous integration and continuous delivery- CI/CD by focusing on the development pipeline’s early part.

Smart Salesforce DevOps, an emerging innovative solution for addressing change inefficiencies, tries to combine DevOps principles while building Salesforce applications.

With an ever-evolving ecosystem of technology, every organization aims for a fast deployment of salesforce today. This is why these organizations look up to their Salesforce DevOps teams for helping them with their features and release management to standardize and enhance their release processes.  

A proficient testing process, proper change management, release management tools, and an apt analysis is a prerequisite for successfully completing projects. 

 

Why is Smart Salesforce DevOps Important?

For Tracking Version Control 

To avoid all sorts of change inefficiencies, creating a system that can monitor changes and keep well-managed records of all application versions is essential. Version control is the beginning of the CI process, and a lot needs to be done for this. 

Once the code is committed, it needs to be packaged and tested. A project might consist of multiple developers who make amends to the code; all the changes need to be accessible and visible for all the members to ensure transparency in the entire process. 

Developing with version control gives an advantage to the DevOps system because one can quickly revert changes anytime.

 

 

For Facilitating a Smooth Process

A Smart Salesforce DevOps process ensures planning the release & change management process smoothly before kickstarting the development process. Before assigning the developers’ tasks, one must possess a deep understanding of the requirements and prioritized. Understanding complex dependencies may help in strategizing better. 

Smart Salesforce DevOps helps assess potential pitfalls due to this complex dependency and supports sort testing requirements accordingly.

 

Brings Intelligence to the DevOps Process

By integrating intelligence into the Salesforce DevOps, one can easily compare Salesforce metadata against Solutions’ new potential development features to determine risks and possible dependencies, prioritize feature change and ensure proper testing of all the features.

Contact us to find out more about how we can help your business to achieve unprecedented growth.

 

 

For Early Identification of Risks

Smart Salesforce DevOps solution averts potential inefficiencies by identifying risks early on and facilitating the testing of new requirements.

By utilizing software that maps out dependencies for your review, you can reduce the chances of errors.

 

For Conducting Impact Analysis

The Impact Analysis will chalk out the direct and indirect impact of the new change request, allowing the users to review all the potential implications while allowing assignments to be done simultaneously. 

With this, you can accurately carry out the planned changes and avoid unforeseen bugs and unintended consequences later in your deployment. 

Also Read: GitLab & Salesforce Integration – A New Way to Enable DevOps

 

 

Better Collaborations

Smart Salesforce DevOps solution streamlines the testing process for the risks that have been identified and ensures seamless flow of information. 

The developers and testers of a team can easily collaborate by creating a test plan and working according to it. You can take your efficiencies to the next level by integrating a tool into your existing DevOps. 

A Cohesive Management Process

Smart Salesforce DevOps solutions combine structured and comprehensive dependency review with the entire process of development. 

Consider including Smart Salesforce DevOps in your organization to ensure that all your DevOps initiatives give fruitful results. The money you are investing in the entire process doesn’t go down in drains. Smart Salesforce DevOps will revolutionalize the Salesforce processes and leave you amazed by its results. 

 

 

Conclusion

CEPTES is a Salesforce Silver consulting partner who can guide you as your strategic partner to accelerate the business value of your Salesforce.com investment through consultation, innovation, and digitization. If you want to grow your business using the Salesforce platform, we can help you. To know more, connect with us or request a consultation here.

Product Development Outsourcing
AppExchange, PDO, Salesforce

How to Select the Right Salesforce Partner for Product Development Outsourcing?

The top-rated CRM provider, Salesforce, is the name most organizations trust to automate their customer relationship management. Despite this, a vast majority of CRM projects end up with huge failures. 

Wondering why? There is one common reason behind all these failures, and it is the delay and time taken by most organizations in figuring out and understanding the Salesforce service benefits and carrying out the required stages of change management.

Thankfully, there’re experts you can trust to help you in customizing Salesforce CRM to fit your needs. In short, you need a professional Salesforce partner for your product development outsourcing.

There’re so many Salesforce consulting companies doing your job of zeroing in on one a bit challenging. Don’t let yourself be too confused to pick one, as we are here to make your search easier. This post will quickly discuss the competencies you need to look out for when shortlisting your potential Salesforce Partner for Product Development Outsourcing. So, let’s not waste time beating around the bush and come to the point. Here are the best tips to help you choose the right Salesforce Consulting Partner for your Product Development Outsourcing!

 

Ideate, Innovate, Change with a Like-Minded Salesforce Partner

 

 

If you have been dilly-dallying the execution of your new app or online business idea of late due to the prevailing market conditions, remember the best time to step is: RIGHT NOW!

If you can ideate and innovate, trust me, and create the desired change. All you need is the right resources, tools, and a Salesforce partner who can deliver the best value out of your Salesforce investment.

 

Spend Time in Better and Informed Decision-Making

 

 

Rich experience, constant engagement, and thorough knowledge of the system are a must to make the best use of Salesforce’s potential. Unfortunately, most companies lack these. Developing these skills and expertise may eat up enough of your time, money, and effort. 

Since you want your system to be up & running at the earliest, the best bet for you would be to hire an expert Salesforce partner to do the job for you so that you can get the maximum potential of Salesforce for your business’ advantage.

You should, therefore, look for a highly competent and experienced implementation partner who knows the ins and outs of Salesforce and who can efficiently leverage these amazing tools to fit your company’s unique needs.

Read: Why is Salesforce PDO the Best Way to Start an AppExchange Business

 

Learn More About Your Potential Salesforce Partners

 

 

Taking a closer look at your potential Salesforce partners’ track record, portfolio, and case studies can help you catch a glimpse of how competent they are in their job and whether you should shortlist them or not. Browse through the websites of all the potential Salesforce partners before concluding your search. Their mission and vision should match that of your organization!

Your network can help you find the best Salesforce partner for your needs. Ask your associates for some good recommendations, with stats and data about the potential partners to avoid biased information. Another great way is to refer to the Salesforce resources such as the AppExchange, where you can find all the product development outsourcing partners’ aggregated customer-ratings. Be clear and thorough! Keep all the required information at your fingertips to avoid wrong decisions.

 

Check the Salesforce Partners’ Certifications

 

 

If you want the best implementation of your Salesforce project, make sure your Salesforce partner possesses either of the following certifications:

  • Salesforce Registered Partner
  • Salesforce Silver Partner
  • Salesforce Gold Partner
  • Salesforce Platinum Partner
  • Global Strategic Partner

 

Conclusion

Successful implementation of Salesforce can result in drastic improvement in your business operations. But, to get the most out of your Salesforce project investment, you will need the best and like-minded Salesforce product development outsourcing partner. 

CEPTES is a Salesforce Silver Consulting and a PDO partner who can help to accelerate the business growth of your Salesforce.com investment via consultation, innovation, and digitization. To know more, connect with us!