Tag: Analytics

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Cloud, CRM, Salesforce, Salesforce Anywhere, Salesforce Consulting, Solution

How Salesforce CRM Boosts ROI for Start-Ups and Mid-Scale?

Customers are the backbones of any business you talk about. That is why we see businesses playing all sorts of gimmicks and doing all that is possible under the sun to lure more customers. 

The task is not easy at all considering the level of competition out there and the choices that are available to customers these days. 

While large-scale businesses have a huge budget set aside to better manage their patronage, things are quite challenging for the startups and mid-scale enterprises that often face budget constraints when it comes to branding and other customer management activities. 

By necessity, a startup must grow and with that grows its list of clientele (which is what you actually want). Along with that comes the challenge of keeping track of all their business elements, manually. 

With the Salesforce CRM solution, however, these businesses can manage customer interactions, keep track of insightful data, and make informed decisions that lead to business success. 

Before we discuss further the many benefits of Salesforce CRM and how it can help startups and small businesses boost their ROI, let’s quickly understand what Salesforce CRM is all about?

 

A Quick Introduction to Salesforce CRM

Salesforce CRM (Customer Relationship Management) solution is a blessing for startups and mid-scale enterprises as it helps bridge the gap between customers and businesses. In a nutshell, it is a suite of products designed to power up your sales, marketing, service, commerce, IT, and other customer-related activities.

 

Also Read: How Customizing Your Salesforce CRM Can Help You Enhance Productivity

 

Why Startups and Mid-Scale Businesses Must Use Salesforce CRM?

As already discussed above, startups and mid-scale enterprises don’t really have the budget and resources to involve in repetitive and cumbersome tasks. But, they can’t do without customers either! 

This is when Salesforce CRM comes to their rescue. Salesforce CRM provides businesses with access to actionable data and qualified leads useful for getting an insight into relevant data. 

You can simplify various time-consuming tasks, such as generating invoices, billing, following up, etc., and free up your valuable resources that can be better utilized in your business growth.

 

Amazing Benefits of Salesforce CRM for Your Business

With a Salesforce CRM solution in place, you can reduce your overall costs and maximize your revenues by:

  •  Attracting more customers through personalized marketing
  • Providing world-class shopping experience to your customers
  • Getting clear insights into pertinent data
  • Connecting faster with your customers when needed
  • Solving your customers’ problems faster
  • Raising effective marketing campaigns for your new or existing products
  • Adding more loyal customers to your business by predicting their needs
  • Automate several time-consuming and tedious tasks with powerful customer apps

Bring-All-Relevant-Data-at-One-Place-with-Salesforce-CRM

 

Bring All Relevant Data at One Place with Salesforce CRM

Have you been using multiple systems and software solutions to store and manage crucial business data? 

Don’t you find it difficult and tedious to store, manage, and retrieve the data that seems to have been scattered all over- in emails, databases, spreadsheets, and point solutions? 

Why not bring all the relevant customer data at one place? With Salesforce CRM, you can create a single point-of-engagement and truth.

The revolutionary Salesforce technology empowers startups and mid-scale businesses to create, manage, view, and update their customer data from any place and using any device for improving customer engagement. 

Needless to say, customer engagement is the most important step towards increased sales, improved reputation, and boosted ROI.  

 

Fetch Pertinent Client Data to Boost Engagement & ROI

Since all the relevant data is stored in the secure and safe cloud, businesses can retrieve it (using authorized credentials) to run a marketing campaign and carry out other promotional activities that lead to better customer engagement and an accelerated ROI. 

Boost-Engagement-&-ROI

CEPTES is a Salesforce Silver consulting partner who can help to amplify 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

webinar
AI, Data Lake, Data Management, Delta Lake, General

InleData Webinar– The Next Gen Delta Lake Platform to Accelerate Your Business

Data has been in the light of ever-increasing profitability for any organization or business. It can be easily said that any business having a fast and easy data analysis process will have the upper hand in making a profit for the company at a flash speed. 

 

Without the manipulation of data, it becomes next to impossible to implement a sound business strategy. However, when one has sufficient data, unprocessed and unorganized data leads to nowhere. This is why Data management is a prerequisite for overall business growth.

 

The genuine concern is that do you have sufficient knowledge before choosing a data management tool?

 

This Webinar strives to help you comprehend all the needed factors before getting started with data analytics.

 

It will also teach you some of the salient features present in InleData, which will help you manage your business effectively.

 

Get to know how InleData can ingest data from multiple sources to gain a holistic view of their business ecosystem. 

 

As your data continues to grow, you’re left to figure out how to have a unified system to store data for several types of usage scenarios, including analytical products or machine learning workloads. 

 

Through this Webinar, you’ll also understand the critical differences between Delta Lake, Data Lake, and Datawarehouse and how a Delta Lake solution simplifies your data analytics and architecture. 

 

You will understand duplicate data and how InleData DEDUP helps manage such data without losing the original.

 

Our experts will also give you an insight into the security issues a data management tool incurs and how InleData state of the art security systems handle them.

 

Join us on Feb 24, 2021, at 11 AM EST to explore the understanding of data management and why it is so valuable and unravel how to integrate it with your workforce and business.

 

inledata-webinar

 

InleData Webinar Key Takeaways:

 

  • Data Management: Opportunities, Challenges, and Strategies
  • How a Delta Lake Solution can transform your business
  • Critical Differences: Delta Lake vs. Data Lake vs. Data Warehouse
  • How to Choose the Right Solution for Your Stack
  • Introduction and Demo of InleData

 

Webinar Details: 

Title: InleData – The Next Gen Delta Lake platform to accelerate your business

Date: Feb 24, 2021

Time: 11 AM EST | 09:30 PM IST

Duration: 30 Minutes 

 

Get yourself ready to dive into the ocean of possibilities of making your business grow, prosper, and profitable. 

Please register here

Salesforce

Salesforce Winter 21 Release: Our Top Picks

There is something magical about the winter. Amidst the challenges around, winter came with new hope & people around the world will lift their spirits a bit to see the beauty of the winter again. In between all the uncertainties around, one thing is certain & it is Salesforce releases. Salesforce Winter 21′ is here to deliver innovations across the Salesforce Customer 360 platform to help companies connect with their customers, from anywhere. 

So, let’s have a quick tour of the top Winter 21′ innovations & newest offerings. Some of the features are already live & a few require action by your Salesforce admin in order to make it useful for the users. 

Work.com

Salesforce has introduced Work.com in June 2020 to help companies & communities reopen their business while putting their employee health & safety first with features including Wellness Check, Emergency Response Management, Shift Management, etc. They have been adding new features since then & making the product powerful enough to help Salesforce customers fight the pandemic. In the recent Winter 21′ release, Salesforce has added a few new features to Work.com such as Queue Management, Broadcast Messaging & Digital Trust Cards.

Read more: What is Salesforce’s Work.com & how is it helping companies safely reopen post COVID – 19?

Sales

In order to help the sales teams enhance their productivity, Salesforce has introduced a few new productivity tools in their Winter 21′ release. Some of these include sales cadence improvements for high-velocity sales, global models for Einstein Lead Scoring, opportunity deal change highlights, and multi-cloud support for billing. 

Know more here.

Service

To improve customer support and boost service agent productivity with more visibility & faster set-up, Salesforce has added innovations in field service, knowledgebase, case management, einstein analytics, and much more. Service Cloud Voice can be used with a more streamlined setup and with support for Sales Cloud, Voice API Toolkit, and more. Omni-channel supervisors can view calls in order to enhance training & on-boarding. Field Service Time Sheets will help you track your field service agent’s working hours within the field service automation. 

Know more here.

Industry Solutions 

Salesforce has added a lot of innovations to its industry solutions which will bring Salesforce customers closer to their customers. Health Cloud now offers streamlined document management for patient intake along with optimized inventory management & sales forecasting. A new community portal template, compliant data sharing & enhanced record rollups are being included in Financial Service Cloud. While Manufacturing Cloud will now offer its customers more control over rebates and account forecasts, Consumer Goods Cloud will now help you plan store visits and keep store shelves stocked. 

Know more here.

Marketing

To help Marketing Cloud customers unify their marketing data & power intelligent customer interactions, Salesforce has added new functionalities such as transactional sending & behavioral triggers in Journey Builder, Ecommerce Optimizer App in Datorama, Einstein in Interaction Studio, etc. This will help marketers measure the impact of each customer interaction so that they can optimize their approach in real-time & deliver better results.

Communities

In one of the major announcements, Salesforce has renamed their Community Cloud as Experience Cloud. This will help their customers take advantage of more targeted audience criteria which allow them to vary record detail pages based on record fields. The new Build Your Own (LWC) template has got a lot of changes such as support for an upgraded version of Lightning Locker, custom URL paths, and SEO. Data will be more secured than ever with the addition of several guest user security settings. 

Know more here.

Platform – Services & Applications

Salesforce platform service users can now increase their productivity & visibility with new platform services such as Security Center, Privacy Center, Multi-Factor Authentication Assistant. While Platform application users can now personalize survey experience & sync appointments on any calendar. New additions in the platform applications are Salesforce Merge Field Branching, Salesforce Survey Templates, Calendar Integration. 

Analytics

With the introduction of Fast Start Templates, Einstein Discovery will go more quickly & seamlessly. Data from the Salesforce system can be exported now to Snowflake data lake without using a 3rd-party ETL tool. Automation has gone to the next-level in Einstein Discovery predictive models with a scheduled model refresh. 

Read more.

Pardot

Creating, sending & managing email templates & email content in Salesforce’s B2B marketing automation tool Pardot has become more user-friendly with an enriched experience. Pardot users can now connect to Salesforce CMS to host & reuse images for email marketing and get metrics in the email records that are frequently being used. Prospects can be resynced faster after import errors are fixed and Einstein Attribution success milestones can be customized. 

Read more.

Salesforce is known for constant innovation in its solutions and Winter 21′ has shown us the same. A lot of new innovations & features have been added to make the platform powerful and help customers accelerate their journey to success in the world’s #1 CRM platform. Please read the complete Winter 21′ release notes & features, enhancements across the platform
here

CEPTES is a Salesforce Silver Consulting & ISV partner helping companies across industries & verticals since 2010. With our 80%+ certified Salesforce resources, we can help you thrive in the world’s #1 CRM platform and improve productivity. Please get in touch with us to discuss your project.

Digital Transformation, Financial Industry

Digitizing the Financial Industry: A Requisite for a Customer-centric Approach

The BFSI industry has been facing a lot of challenges in recent years. Customer expectations, rising competitions, investor expectations, and regulatory requirements are the most common obstacles, exacerbated by the rapid technological, customer, and market shifts. This has forced the financial institutions to rethink their business models and transform their time-consuming and complex operations to much more simplified processes in order to meet market standards. Technology is playing a key role in this change. Digital Transformation, rather than being just another buzz, has become an integral part of the business strategies of organizations.

From the introduction of ATMs to advanced AI, the financial industry has seen some revolutionary transformations driven by cutting-edge technologies. All major financial institutions have come to appreciate the need for a customer-centric approach to maintaining a healthy position in this competitive and rapidly molding market. Therefore, they are employing huge amounts of resources to stay ahead of the curve.

Why is digital transformation crucial for the financial industry?

With concepts like organizational agility, increased collaboration, and risk assessment being the leading trends of digital transformation in recent years, FinTech and financial service providers are relying on powerful tools such as Salesforce to adapt, improvise, and overcome various hurdles facing the industry. Salesforce, with its vast array of tools including Sales Cloud, Marketing Cloud, Service Cloud, Community Cloud, and Analytics helps companies shorten sales cycles, capture new contracts, boost employee productivity, meet compliance, and most of all, provide a seamless experience to clients.

Ways to digitize the financial industry using CRM software and cloud offerings :

Stronger relationships with customers

With a 360 customer view, Salesforce’s Service cloud helps you provide the highest levels of customer service, Omni-channel integration allows customer service agents to connect with their customers holistically, via all available channels. Salesforce helps you provide personalized advice and valuable alerts to your clients, helping you build loyal relationships.

Cross-departmental collaboration

With all the information present on a centralized platform or database, it is easy for all employees and managers to communicate data effectively and stay updated. Managers can keep a check on employee productivity using the right tools, and lead the enterprise through a top-down approach. Having a central location for data helps cut down manual administrative tasks and fosters efficiency.

Mortgage lending

The process of mortgage lending can be strenuous on a client, which is why Salesforce offers hand-holding from the first step to the last. The Einstein analytics tool provides relevant information that helps agents make better recommendations, catering uniquely to each client. Each interaction with brokers, lenders, and banking agents can be tracked on a centralized system through the Salesforce Finance Services, making customer-service a seamless experience. 

Smart scaling

The use of AI and smart cloud platforms allows retail banks to adapt to shifting marketing conditions and consumer demands, thus scaling their processes accordingly. AI allows you to have a 360-degree view of each customer, so you can send the right trigger messages, emails, or personalized communication to customers and engage effectively. The best part about Salesforce CRM software and AI tools is that they modify data based on real-time changes of customer behavior, which essentially translates to the fact that you’re always a step ahead. 

Compliance

With access to secure client and household profiles, Salesforce ensures that the company can manage compliance effectively. Information is shared instantly and transparently, so it is easy to see all client interactions, as well as the information that was shared. 

Convenience

The fact of the matter is that the financial industry needs revolutionary and innovative solutions that complement their traditional methods and operations. More and more banks and financial enterprises are grasping the value of a customer-centric approach that offers convenient banking. A digital transformation in the financial industry will not only drive innovative solutions and boost productivity but also offer a robust system for customized, hassle-free banking. 

CEPTES has a decade of consulting experience and exceptional service under its belt. In partnership with Salesforce, CEPTES has effectively transformed many financial service providers into becoming data leaders of changing market conditions. Our Salesforce-powered solutions will assist you in your digital transformation journey. To know more, please get in touch.

Salesforce

Summer’19 Release Notes: Our Top 6 Picks

Salesforce Summer’19 preview is here and we can’t be more excited about it. As expected, Summer’19 has some interesting details which will definitely help Salesforce customers increase their productivity and deliver more personalized customer journeys with the latest Customer Success Platform innovations.

Here are our top 6 picks of Summer’19 release:

Salesforce Essentials

Salesforce Essentials, which is their small business plan for its CRM (Sales Cloud) and customer support (Service Cloud) solutions, has got a lot of add-ons in Summer’19 release. Now small business can have more options to add functionality to Essentials through new add-ons like Dialer, Chat, and Messaging. They can now unify their team’s phones with Dialer and offer their customers instant conversation with Chat and Messaging. Salesforce also now offers more storage space for files and data to their Essentials customers in order to create more records and share more files.

Read More: https://sforce.co/2XF8ZsM

Salesforce Einstein

Salesforce customers using Einstein can now set up and test bots faster and with fewer queries. They can improve forecasting with support for Sales Cloud quarterly forecasts and data segments. Einstein analytics now can be used across more core Salesforce applications in order to increase productivity. Enterprises can use Data Checker to set up their predictions for success. Salesforce introduced plenty of new add-ons and enhancements in their Sales, Service, Analytics, Customization, and Development offerings.

Read More: https://sforce.co/2Dwsa03

Sales Cloud

Summer’19 release announced new features in Sales Cloud including, High-Velocity Sales Enhancements, Einstein Activity Metrics, Customizable Product Schedules, and New Einstein Features for CPQ and Pardot. Sales reps can now link sales cadences to address complex sales processes. Activity Metrics will help Einstein Activity Capture users a comprehensive view of their activity data. Complex sales processes related to incoming revenue and outgoing orders is now simplified with Customizable product schedules. Sale Cloud customers can now help their sales teams with more intelligent pricing with CPQ Einstein Pricing Guidance.

Read More: https://sforce.co/2Dt6PVy

Service Cloud

Service Cloud now has Smarter Bot Routing and Dialog Review, Improved Field Service Dispatching, and Easy Setup for Skills-Based Routing. Einstein Bot dialogs can be reviewed with ease in a visual map and new smart routing features can be used to escalate bot conversations to the right service agents. Field Service Lightning dispatcher console will help work faster with a pop-out map, long-term Gantt view, and new drag-and-drop scheduling options. Salesforce also added few productivity-boosting features for service agents including the ability to reach out to the customers with critical service updates, create more intelligent macros with conditional expressions, and merge duplicate cases.

Read More: https://sforce.co/2GtCmY6

Analytics

To boost its Analytics, Salesforce has added a number of features including Row-Level Formulas (Beta), Report Notifications, Templates with Predictive Analytics, Einstein Predictions Service. Salesforce customers can now analyze data with reports and dashboards. Row-level formulas (currently in beta) will bring the evaluative power of formulas to every record in a report. This will help in seamless search of specific data in a record and make it stand out with conditional formatting. Einstein Discovery predictions can be embedded anywhere to increase app IQ.

Read More: https://sforce.co/2PrCJqf

Communities

Summer’19 is a big boon for developers. Developers can now work more efficiently on communities using a host of new API enhancements. Salesforce Mobile Publisher now has enhanced features and Community Cloud users can also take advantage of new list view improvements such as pinned list views, custom mass actions, and custom list views on tasks. Community users can now use mass actions in communities, saving them time and minimizing the challenges associated with opening records one by one. Developers now have the option of customizing community user settings with the new Customizable User Settings component. And users can now filter contextual Einstein Analytics Dashboards on record pages.

Read More: https://sforce.co/2XIXUqH

Apart from these, Summer’19 also introduced myTrailhead, using which companies can offer their employees the same skill-based, gamified learning experience as Salesforce Trailhead with content that you create for your company.

Read the complete Summer’19 Release Note here.

 

*Source: www.salesforce.com