Tag: CEPTES

Salesforce Connect

Data Virtualization with Salesforce Connect

Customer Relationship Management (CRM) software is now imperative for all sales teams, regardless of size. And today, Salesforce holds sway in the CRM world. Salesforce has built a strong ecosystem by acquiring a broad range of businesses and solutions. 

Salesforce is used for lead tracking, pipeline management, creating opportunities, and capturing order details that lead to fast and easy conversions. But it is not the system that maintains or processes orders. An external (remote) system manages orders. However, sales representatives prefer to view & update real-time order information in Salesforce rather than learning or using an external system.

Now the question is how do you view and modify data that is stored outside of Salesforce, without actually moving it inside the CRM?

 

Data virtualization is the best approach here. But first we should understand few things here.

What exactly is Data Virtualization?

Data virtualization enables real-time synchronization of multiple sources without any need for data replication, significantly reducing infrastructure costs.

Data virtualization focuses on mapping objects across multiple systems rather than copying data from one system to the next.

The benefits of Data Virtualization:

  • Instant data access – Get real-time access to all of your data in one place.
  • Extracts data from heterogeneous sources – It can extract data from all sources & types, irrespective of its formatting.
  • A centralized point of access  – Data virtualization reduces the risk of errors and data loss.
  • No interruption in other functions – Data virtualization supports existing data infrastructure, allowing it to continue operating normally.
  • Reduced data storage costs – since data does not need to be replicated or moved, a data virtualization layer is less expensive to maintain in the long term. 

Salesforce Connect: The go-to-solution for Data Virtualization: 

Using Salesforce Connect, you can access the data from an external source (like SAP, Oracle, etc) along with your Salesforce data.

 

Also Read: THE ADVANTAGEOUS FEATURES OF INTEGRATING SAP AND SALESFORCE

 

Salesforce Connect usually maps data tables from external systems to external objects. 

An External object is similar to a custom object, the only difference is that it maps to data stored outside your Salesforce org. 

To ensure that external objects are always up-to-date, Salesforce Connect utilizes a live connection to external data. So, when you access an external object, you get real-time data from the external system.

Salesforce Connect lets you do many things:

  1. You can create, update and delete the data in an external system (CRUD operations)
  2. You can request data in an external system.
  3. Allows you to access external objects via list views, detail pages, record feeds, custom tabs, and page layouts.
  4. You can also define the relationship between an external object and a standard or custom object to integrate data from a different source.
  5. You can also run a report on external data.

You can use one of the following Adapters to access external data through Salesforce Connect:

  • Cross-org adapter: Designed to connect to external Salesforce organizations.
  • OData Connector: This adapter connects to any system that supports the OData 2.0 or 4.0 protocol.
  • Custom adapter created via Apex 

The ultimate benefits of the Salesforce Connect Solution:

  • This solution doesn’t take up data storage space in Salesforce.
  • Eliminates the need for regular data synchronization between the external system and Salesforce.
  • Obtain a declarative set up in a short period of time.
  • Access the external data using external objects. 
  • Easily conduct a federated search in the connected external system using global search.

So there’s another solution other than Salesforce Connect. It’s a sub-optimal solution “Request and Reply” in which you use the Salesforce API to make an ad hoc data request to access and update external system data. You can use the Salesforce API/ REST API/ SOAP API to execute it.

Error handling

In integration, error handling plays a very critical role. So it’s important to include error handling as a part of the overall solution. When an error occurs, error codes are returned to the caller, who is then in charge of handling the error.

Salesforce has one tool which is called the Salesforce Connect Validator. It’s a free tool to run some common queries and notice error types and failure causes.

Security

Error handling and Security go side by side. So it should adhere to the standard Salesforce or global security. It is always recommended to use the HTTPS protocol to connect to any remote system. 

Summing up: 

As a Salesforce architect try to go with the right Data Virtualization pattern because if you end up choosing the wrong technology, you have to do a lot of patchwork to make it work. And before you choose any adapter, read its limitations and advantages. 

To sum it up, Salesforce Connect is the best solution for Data Virtualization.

Salesforce Developer

Komal’s Developer Story

“All you need is the plan, the road map, and the courage to press on to your destination.”

Our colleague Komal Sharma is the living paradigm of the above-quoted phrase. She is an experienced Python Developer who seized the right opportunity with CTU (CEPTES Technopreneur University) and is now a well-established Salesforce Developer.

“CTU is a life-changing platform for aspiring trailblazers”  – says Komal. 

When asked about her journey, Komal says, “After I updated my profile on naukri.com, I received a call from CEPTES HR. She introduced me to the vision behind CTU as well as explained to me the program structure: 3-6 months extensive Salesforce training followed by hands-on live projects.

Initially, I was hesitant to switch careers from Python to Salesforce. However, after conducting extensive research, I decided to pursue this opportunity and I am glad that I took it. 

While working as a Python Developer, I can only write the code. After CTU, my Salesforce skills have advanced to the point where I can manage Salesforce Admin, write code, and deploy it to production.

I am so confident in my abilities that I can say, “I can manage everything in my project independently.”

Now I have my vision of becoming a System Architect in Salesforce. I have already taken the first step by completing my Omnistudio Developer Certification. Soon, I’ll complete the PD1 (Platform Developer 1) certification as well.

“I want to master all the Salesforce domains from admin to integration to development. That’s a goal I have set for myself”

The mentorship at CTU has been my driving force. I really want to thank Deepam sir and Priya sir for this outstanding opportunity. 

CTU does changes a person’s life irrespective of his/her educational background”

CEPTES Technopreneur University (CTU) is a Purpose Beyond Profit initiative by CEPTES to bring new talent to the Salesforce Ecosystem. 

Jobs demanding Salesforce skills are growing fast across the world. CTU is a striking initiative by CEPTES to bring up-and-coming trailblazers into the Salesforce ecosystem and help enterprises in recruiting talented Salesforce professionals.

 

Start your Salesforce career today!

Step by Step Guide to Lead Nurturing
Pardot

A Step By Step Guide To Lead Nurturing

In a world as connected and digitally sound as today, customers choose to select the businesses they want to engage with. As most of the world has shifted online post the COVID-19 pandemic, the rise of services, products, and content-on-demand is an opportunity and a challenge at the same time. Customers today know what they want, who they want it from, and what to look for in the businesses they want to buy from. And, it just doesn’t stop there.

Your customers today aren’t inclined to just hear from you; they want to hear from you directly—messages and other notifications that are personalized and contextual. According to McKinsey’s Next in Personalization Report 2021, a whopping 71% of customers expect personalization in terms of messaging or products and services from businesses. Companies that engage in personalization activities generate 40% more revenue than the average players. Moreover, 76% of customers get frustrated when they don’t find a certain degree of personalization in their messaging.

 

Personalisation Expectation

 

(McKinsey’s Personalization Report 2021)

 

If you’re a marketer in today’s day and age, you don’t want to contact your potential customers and look like a spammer. The journey from a cold call to the final decision-making process is a long, engaging, and, if done rightly, ROI-positive one. However, to ensure that your sales team is making that journey an engaging and value-driven one, you shall have a process in place.

Although, with the number of efforts involved in ensuring that your leads are only served, a communication that’s tailor-made for them is a far-fetched one. Hence, to ensure that your customers are communicated with relevant information, you need to automate how you stay in touch with them regularly without seeming too pushy. This is where a well-thought lead-nurturing strategy comes into play.

Lead nurturing, essentially, is the process of staying in touch with your leads throughout the customer’s journey and all the phases of the life cycle. It is entirely plausible to assume that most of your potential customers might adopt a different journey, from the introduction to the decision-making stage. Some might visit your website continuously; others might be opening your emails often to see what you’ve got to offer.

Learn how an efficient lead-nurturing strategy can help your sales and marketing teams to improve how they communicate with your potential leads.

What is lead nurturing?

Imagine yourself in a B2B customer’s shoes. You are facing a pain point in your business’ operations and hence start with your most basic instinct, i.e., a basic Google search to alleviate that pain.

This is the most common and often the first step that any of your prospect B2B leads might take. During this stage of independent research, a B2B customer is on the lookout for the right information that helps them with the issue they are currently facing when it comes to their business. When they get access to a piece of resource or information that provides some value-driven information about their pain point, they are looking forward to creating a meaningful relationship with them.

So, based on this scenario, lead nurturing is a strategic process of figuring out what buyers might find valuable during the tenure of the relationship with your organization and providing them with that information at the right time. It is an automated process that incentivizes your leads with a consistent supply of relevant information and gives them value at each stage. This process continues until they have enough valuable information to make a buying decision.

Why is lead nurturing important?

A thorough lead nurturing strategy gains from the right degree of automation at critical places. According to a source, marketing automation in lead nurturing brings a massive 451% increase in qualified leads.

The entire nurturing strategy can achieve automation and communicate with your leads through contextual messaging that doesn’t look like a spam email. With lead nurturing, your leads receive targeted communications based on their activities, interests, and more. So, what should you expect when you deploy a full-fledged lead nurturing strategy? Here are some of the benefits:

  • Lesser time, efficient results

Contrary to the general perception, good lead nurturing can save a lot of time in your entire sales process. Say a sales team employee can engage a lead way too early in the process. This is when they will have to explain the process right from scratch and cater to more and more questions.

A well-executed lead nurturing strategy can educate your leads early on in the journey before a lead communicates with your sales team. The initial purpose of lead nurturing is to educate your potential lead around the pain point they are trying to find a solution for and still not feel much pushy.

  • Reaching out again

As you gain more and more leads in your database through your marketing efforts, it gets a little haphazard to manage it all in one go.

In this process of a growing database, there is a chance that the older leads might get overshadowed when the newer ones come on board. A lead nurturing campaign is a great way to revive the dormant leads. The key here would be to treat these people like someone you just lost touch with and are trying to reach out to them again. Hence, a direct call to the action-driven campaign isn’t the way to go.

Reel them in by sending educational information pieces. This process will further allow you to weed out the leads that seem to be inactive and the ones that are looking to look more into the services you are providing. A lead nurturing process with older leads can further fasten up your sales process, as your sales team already knows whom you shall engage with and whom you shall not.

  • Personalize Messages

A lead nurturing strategy can not just automate your process of engaging with the right leads but personalize it to an altogether new level. You can send personalized communication to prospects based on their activity.

With more such elements, like using a signature from one of your sales reps to make the email seem more human to including a conversational tone of voice, there’s a lot that can be achieved. Moreover, you can achieve a strong degree of personalization even if you’re communicating at scale with your prospect leads.

  • Automate to save on time and resources

With your marketing and sales team focusing on many other duties, there’s a strong chance that your team can miss out on potential leads by not following upon them. However, with a lead nurturing strategy, this task can be automated based on their past interactions. This allows the sales reps to focus on leads that have just entered the ecosystem and acclimatize them by supporting them if and where necessary.

  • Nurture across lifecycle

While lead nurturing is an excellent way to get in touch with your prospect leads, it can help you gain the attention of your existing and new clients.

A lead nurturing campaign focusing on your newer services offerings and welcoming them into your business is an excellent way to communicate and engage with them. For a newly on boarded client, an information guide, best practices help book, etc., can be a good piece of valuable information. Moreover, you can also nurture your existing clients by upselling them newer packages, renewals, loyalty discounts, etc.

This can be an excellent method to onboard new employees and train them.

What goes behind a lead nurturing campaign?

Now that you’re well adept with what a lead nurturing campaign is and why your business should get on board, let us help you learn about the elements involved in it. Here are some steps to set up a successful lead nurturing program:

 

What goes behind lead nurturing campaign

(Steps for Lead Nurturing Campaign)

Step 1: Choose the campaign

There are various kinds of campaigns you can run to nurture a lead. This depends upon what your goals are to achieve out of this activity. There are tons of lead nurturing campaigns you can look into. For instance, a welcome campaign, an upsell campaign, a top-of-mind campaign, etc.

Hence, this is the most crucial decision before taking the next step.

Step 2: Choose your list

Once you have selected the purpose and type of campaign, you can target the right people you want the campaign to be sent to.

Lead nurturing allows you to target a specific set of audiences, depending on different parameters such as location, new or old users, and more. Choosing the right list will allow you to target a particular set of people with more detailed and contextual communication.

Step 3: Decide on a flow

A flow will be the process of your leads receiving any form of communication from you. To decide a flow for your lead nurturing activity, you need to consider a few things.

  • Frequency: Decide on a frequency, depending upon the first step. If your campaign targets long-term inactive leads, you’ll need a long-term sales cycle with the communication spread out across a few days. On the other hand, a client onboarding mail should be right on time, with the right frequency of materials available at their disposal. This will allow them to know your services and work even better during your relationship.
  • Complexity: Every lead nurturing campaign is different. Each campaign can be set separately depending on how complex or simple you want it to be. Nurturing campaigns can be set linearly, where leads will progress through the campaign in straight lines or different branches that will get active as they respond to a mail.
  • The Trigger: Lead nurturing works best with a trigger available at each step. Actions like opening a mail, clicking on a link, downloading a guide, or an eBook can be that trigger. This allows marketers to deliver highly-relevant and contextual messages to a lead at each trigger’s activity.
Step 4: Decide the content you’d like to offer

Every campaign has a suitable form of content. You shall go for the content ideal for the type of campaign you’re creating. Say, for instance, if it’s a simple lead nurturing track for sales leads, go for tailor-made content based on the client’s history and past activity.

According to a study, our attention span has decreased by 33% since the beginning of the century. The type of content you choose should be interesting and be able to grab your lead’s attention in one go and should make them read further down the line. You can take this step further by creating a user persona for each of your target groups, helping you personalize your messages even further.

Step 5: Activate and Analyze

After ensuring that you’ve covered all the aforementioned aspects, deploy your nurturing program and track it at each stage.

Lead Nurturing Best Practices

Once you’re adept with the intricacies above, going through the lead nurturing best practices is a good idea. This will help you avoid unethical practices and not sought-after practices in lead nurturing, such as spamming your leads and optimizing your information for conversion. Moreover, you need to ensure that your valuable and well-researched information reaches the right people at the right time.

Here are some best lead nurturing practices that can help you longer:

  • Involving your sales team

Making your sales team a more involved component of your lead nurturing process can pay dividends down the road. While the marketing team does its job and the lead nurturing process is automated, the sales reps have real-world insights.

Sales teams are in direct contact with leads and hence can understand the pain points of each prospect.

Touching base with your sales team can help you streamline your communication strategy and work in tandem with where a specific lead is in the customer journey process.

  • Target your communications

Lead nurturing is most sought-after and yet common feature is its ability to target. Targeting the right communication towards the right people is an underrated capability. Always make sure that whenever you can, target as narrowly as possible.

The segmentation possibilities allow you to segment your leads into different targeted lists from the database. These different targeted lists can be catered to different types of content.

  • Make it easy to unsubscribe

As unproductive as it might sound, allowing people to unsubscribe easily is an essential part of your customer journey. If you don’t provide one or make it difficult to unsubscribe from a list, there’s a chance of you getting blacklisted quite soon. Make it evident that your customers are still in control of what they can see and which emails they should receive.

  • Include Clear Call To Actions

Every lead nurturing communication should have a purpose involved. This purpose can be fulfilled by providing an explicit action to your lead that you expect them to take after looking at your content.

The call to action can be downloading an eBook, clicking on a link, etc. You need to ensure that your CTA is visibly placed well within the content. Moreover, using a similar color scheme in a set of your mails for a call to action button can be a good idea to make your lead more familiar with it.

  • Text-based over HTML

A simple text-based email with a personalized signature can do wonders when communicating with your leads. Instead of going for an HTML-based mail with a higher turnaround time and more complexities, text-based mail can be a better alternative.

  • Strategic with your timing

Time your lead nurturing campaigns and information pieces carefully and at strategically placed intervals. Look at the available data sources and try to figure out the best time when your information content might be valuable for them or when they might look at it.

  • Create supporting content

To ensure that enough credibility backs your information, create supporting content pieces such as educational videos, blogs, eBooks, and more that allow you to provide an impetus to your lead nurturing efforts. Let’s just put it this way- if lead nurturing is the engine, then the content is the fuel that’s powering it.

In case you’re short on the quantity of content to back up your lead nurturing efforts, there’s no harm in using third-party resources to ensure that you have enough resources to back up your efforts.

Conclusion: Lead Nurturing For Smarter Results

As the landscape changes around the world, so does customer behavior. With most of the customers increasingly relying upon primary research and various resources, it has become a potential goldmine for generating business. However, that might not entirely be true. According to data by InvespCro, almost 80% of new leads do not result in a sale. This is where a thorough lead-nurturing strategy comes into play.

 

Are you looking for some help with your lead nurturing process? Get in touch with us today, and our representative will help you out with a detailed scope and plan of action tailored for your requirements.

Journey2Salesforce

Developer Story: Manish Kumar

“Success is where preparation and opportunity meet”

 

In a world where everyone strives to succeed, only a few act virtuously and seize the opportunities that life presents. Manish, one of our dear colleagues, is a perfect example of what we’re discussing.

Manish, an experienced Python Developer, was one of the great talents of early CTU batches. He has come a long way since he first learned about Salesforce and is now working with Accenture on a big outsourced Salesforce project. 

On being asked about why he chose CTU (CEPTES Technopreneur University), he says “I was eager to switch to a technology that is future-proof”. Learning Salesforce, the leading cloud technology, through the robust platform of CTU was a dream come true. 

My introduction to CTU was through a friend who forwarded a LinkedIn post to me. I was a bit reluctant to switch to Salesforce because it was a major technological shift for me. But when I read about the success stories of other CTU graduates, I knew this is my doorway to a future-proof career. The experience with CTU was incredible. Priya Sir and Deepam Sir have been excellent teachers to us. The strong mentorship and guidance fostered a drive to innovate in us. 

I had no idea what life-changing four months of training and supervision at CTU would be for me. CTU has instilled in me the confidence that “I can handle a Salesforce Project Individually”. My aspiration now is to work as a Vlocity Architect. I already have the Omni Studio Developer Certification under my belt and I intend to complete more certifications in the upcoming days.

 

To all my CTU mentors: “Your love of learning has drawn me into a whole new universe of exploring ideas”

 

I am forever grateful to you.

 

CEPTES Technopreneur University (CTU) is a Purpose Beyond Profit initiative by CEPTES to bring new talent to the Salesforce Ecosystem. 

Over time Salesforce has proven to be the “Most Aspiring Career Domains”. CTU is an ambitious effort by CEPTES aimed at bringing budding trailblazers into the Salesforce ecosystem and assisting companies to hire the best Salesforce professionals.

 

Join the program!

Salesforce, Salesforce Essentials

5 Tools For Salesforce Org Health Check

Salesforce as a platform provides valuable functionalities for businesses of all shapes and sizes. However, when it comes to implementing the right Salesforce strategy suitable for your business, it has a lot of gears involved in working together. Apart from your regular operations of the organization, there arises a requirement to ensure that it runs seamlessly.

Instead of waiting for a disaster to approach and hinder your operability, a regular health check can allow you to keep security risks at bay and operate free from any unforeseen issues. Salesforce org health check can be a proactive method to ensure that your organization’s digital operations run securely and perform efficiently, providing you an edge over your competition.

What is Salesforce Org Health Check?

 

A Salesforce Org Health Check can be considered as a regular health check-up at your doctor’s, allowing you to ensure that everything is working perfectly fine. Apart from the good stuff, it will enable you to leverage any impending dangers that might be hanging over your organization.

A detailed Salesforce health check gives you details about your org’s processes, security settings, and workflows, giving your team a heads up on any of the issues and resolving them.

Why Should You Go For A Salesforce Org Health Check?

 

A routine Salesforce Org Health Check has its own set of advantages. Apart from a routine update, it also helps you identify certain loopholes that might go unnoticed otherwise.

  • Improved efficiency of your Salesforce org, leading to better ROI
  • Provides a detailed view of how to move forward with your Salesforce org’s optimization
  • Allows you to give a clear picture of your Salesforce org’s data security
  • Improved user adoption and overall productivity

Tools To Conduct Salesforce Org Health Check

  • Apex PMD Tool

PMD Tool is a popular source code analyzer for Java and many more languages. Salesforce recently collaborated with open source developers to create a powerful and equally functional tool called Apex PMD which supports Apex language.

Being a free tool, it is easily accessible and looks into two types of issues- DML operations or software queries within a loop. Using its functionalities, it can find out the deviations of Salesforce best practices. Common programming flaws like unused variables, empty catch blocks, unnecessary object creations, etc., can be easily looked into using Apex PMD.

You can also create Salesforce org error reports using the Apex PMD tool.

  • Salesforce Health Checker Tool

If you’re a Salesforce Administrator, you can use its in-built health checker tool to find and analyze errors and vulnerabilities in your org from a single dashboard.

What makes Salesforce’s health checker tool even better is that you can compare it with Salesforce’s yardstick standard scores against your health check score. This tool defines risks based on its volume of impact and risks, ranging from low to high, allowing you to prioritize them accordingly.

The Salesforce Health Checker Tool is free and provides faster results. Its easy-to-use interface allows you to set up and use it quite efficiently within your organization.

  • Check Marx Apex Code Scanner

Again, powered by Salesforce, the Check max Apex Code Scanner effectively runs an org health check. The Check Marx scanner runs as a security check on your Salesforce org and gives a detailed report of the risks and loopholes based on the quality of code and security. As it runs the test, it compares it with the Salesforce baseline standards and best practices.

It is often referred to as the tool that provides the most accurate information in code security. It involves three easy steps to use- visit the portal, type in your Salesforce instance and choose the type of scan you want to run. There’s an option to use a Security Profile Quality Profile or both before going for the scan.

You will receive a detailed report in your connected email with the risks identified and the most effective ways to rectify them as you submit them.

It is a paid tool available at $59k per year for 12 developers. However, it is worth the cost considering the degree of functionalities available.

  • Manual Org Assessment

A manual org assessment is an alternative if you don’t want to go for any of the available tools. It can be considered in situations where your internal team has the expertise and knows your Salesforce org inside out.

However, before going for a manual org assessment, it is always recommended to have a process in place. A checklist of sorts, if you may.

Some of the criteria you can base your manual org assessment upon are:

    • Data storage
    • License usage
    • Workflows vs Triggers implementation
    • Batch classes and scheduler per object
    • Record and ownership skews
    • Standard vs custom development
    • Custom setting or Metadata configuration for controlling Triggers

  • Salesforce Accelerator

Salesforce Accelerator is an underrated tool to make your Org health great again.

It is an on-demand tool and is usually available if a user is facing issues with their Salesforce instance to get individualized technical support from their team. This tailored guidance can allow you to resolve the problems within your Salesforce Org and bring it back up and running in no time.

This service from Salesforce is available to businesses as part of the Salesforce Premier Success Plan. You need to submit a request on the Help and Training portal, and a certified specialist will get in touch with you. These specialists then go through your Org’s risks and vulnerabilities in around 3-4 weeks and provide you with a report of the issues for the same.

The Salesforce Accelerator can turn out to be an excellent tool in case you believe that your organization has the resources to become a part of the Premier Success Plan, allowing you on-time reports from within Salesforce.

 

Conclusion: A Thorough Org Health Check Improves Productivity

 

A balanced and routine Org health check is a reality check on how your current Salesforce org is functioning and what can be improved about it for better results.

 

If you are a business looking forward to technical support for your Salesforce Org’s health, Get in touch with us at CEPTES. With over a decade of experience and a 200+ strong team of Salesforce experts, we’re here to ensure that your business can embrace Salesforce more effectively, leading to higher ROI.

11yearceptes
General

CEPTES Marks 11 Years of Delivering Transformative Solutions

“Achieving Customer Satisfaction and Customer Transparency is and will be our primary goal.”

It’s our 11th Anniversary, and CEPTES, being a pioneering leader in cloud technology and Salesforce services for customers across the globe – is having a whale of a time celebrating its 11 years of innovation.

 

Company Founders & Directors says:

Customer Satisfaction is the key to our success. We would happily accept working hard until the customer expectations are fulfilled under the set time and budget without compromising the quality.

Even after fulfilling the promised service, we are committed to customer support for years whenever there’s a need.”

11 years of successful operations is a remarkable milestone for any company. CEPTES has achieved this success through the passion, dedication, and hard work of our team members.

The inception of CEPTES is the result of our resolution to bring technological innovation and commitment to providing world-class service to our customers.

The formation of CEPTES focused on providing tailor-made Salesforce solutions for our clients that could further enhance the platform’s effectiveness and built teams of passionate and skilled individuals bent on delivering perfection in every project.

Life at CEPTES has been a time of profound professional activity, encouraging initiatives, and action-packed projects, all of which were achieved together with our immensely talented and valuable teams.

Our Achievements:

Strong customer relations, trust, and satisfaction are our major achievements. And if you talk about other successes over the years, the milestones we have achieved: 

  • 7+ Products and Solutions Listed in AppExchange
  • 200+ Happy clients Across five continents
  • 80% Salesforce Certified Employees
  • 200+ Successful Projects
  • 3 Global Offices
  • 200+ Employees and Growing
  • A CSAT (Customer Satisfaction) Score of More than 9 

 

infographic

 

As we reflect on over the 11 yrs. of hard work and success, we can’t refrain from but feel proud as we think about all the amazing customer experience we enhanced by building top-notch Salesforce Solutions.

 

The Journey Of 11 Years:

Retrospecting over the past eleven years, it has been exciting to see CEPTES ascend as a reputable Salesforce SI & ISV partner known for establishing market leadership for its customers through cutting-edge IT solutions.

Back in 2010, our founding members saw the potential of Salesforce technology and started on a journey to build solutions that would meet the rising Salesforce demands.

The year 2011 brought us a great experience of moving to a new office. It was only the beginning. By 2017, we moved to phase II with three global offices. 

 

We have built seven enterprise products: DataBakup, DataConnectiva, DataArchiva, XfilesPro, Encryptik, RealE 360, InleData, and DocuPad, with the last three products being launched during the pandemic.

We are proud of our in-action teams, every member packed with a professional drive, creative and innovative ideas, and absolute determination. Starting with only two employees to scaling our team to 200+ employees with more than 80% of Salesforce Certified professionals, we have come a long way.  

Our success is directly proportional to our client’s success and happiness. We trust that our professional consultations and insights will bring about our client’s success.

We believe that when our clients are stronger, so are we.

 

Summing Up:

Over the last 11 years, CEPTES’s vision has become a reality.

We wholeheartedly thank all our employees who are putting their continuous efforts to make CEPTES a trusted, reliable, and recognized Salesforce ISV, SI, and PDO partner.

CEPTES also takes this opportunity to show our gratitude towards all our customers for involving us in their business success journey for the past 11 years. We always look forward to assisting you in your Salesforce journey.

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.

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.

Top 6 Reasons I Love to Work at CEPTES
ceptes

Top 6 Reasons Why I Love to Work at CEPTES

CEPTES is flourishing! The past decade’s growth has been phenomenal, and the company is heading for unprecedented growth soon, despite the pandemic. We all aspire to do something genuinely great and fulfilling. Having spent almost 2.5 years on the job here, I have been excited, appreciated, and inspired by the wonderful people I call my colleagues here! This fast-growing Salesforce company offers immense opportunities for growth and success for Salesforce professionals like me.

Using technology for innovation, CEPTES is the best place for all brilliant minds with out-of-the-box thinking. Let me quickly sum up some of the most incredible reasons why I love to work at CEPTES?

 

Grow with the organization

CEPTES is growing at a fantastic pace compared to other companies of the same strength. Working at such a company can mean you are ready to soar high on the clouds of success, and your career is on the right track. Here, I have many opportunities to learn, improve, and work with experienced resources, which are quite cooperative and helpful. I am ready to make significant strides in my career with the swiftly growing CEPTES.

Grow with the organization

Learn to innovate

After joining CEPTES only, I realized that innovation could be taught, and people can learn to be innovative, thanks to the beautiful environment and the culture that nurtures and encourages innovation without any biases. Irrespective of your organization’s position, you can share your innovative ideas, and the best part is you can share these ideas without fear of any kind. 

The seniors are highly supportive, and the management is highly encouraging to all those who want to contribute through innovation. The ultimate goal of all this is to make CEPTES a more welcoming and friendly workplace for the employees and a perfect outsourcing destination for clients looking for outstanding Salesforce solutions.

Also Read: How CEPTES Balances its Employees’ Work Life?

 

Learn to Innovate

CEPTES wears its core values up its sleeve 

The company maintains complete transparency throughout the processes, and as an employee, I can say that CEPTES wears its values right on its proverbial sleeve. 

Furthermore, CEPTES ensures that its core values don’t just stay there on the wall. The values are applied across its operations and the company culture. So, we all strive to achieve common organizational goals, and being part of this company is a fantastic feeling for me.

 

Work with supportive colleagues and management

The people here are just incredible, and they have imbibed the company culture in their routine. Even when I was hired, I faced some incredibly different and unique questions during my manager interview. This was perhaps the first glimpse of how amazing it’s going to be once I get to work here. And, luckily, I am here and enjoying every single day of my employment here since then! The agreement, mutual support, and innovation culture encourage everyone to support one another, bearing only the common goals and organizational growth. 

Work with supportive colleagues and management

Thriving culture

A winning culture can be your ultimate launch pad to success, no matter whether you are a Salesforce developer, Salesforce consultant, designer, or expert in any other domain. CEPTES is an organization where growth, success, rewards, and recognition will fall in your lap, provided that you also give your 100% to your job!

Try and try until you succeed 

Are you afraid of failures? Do you think you’ll be out of the organization if you fail? Well, at CEPTES, you get all the support and guidance needed to ensure success in your career as long as you are willing to put your best efforts, learn from feedback & criticism, and innovate!

 

Try and try until you succeed

 

Wrapping Up

In short, CEPTES is where you ought to be if Salesforce is your passion and unique work culture is your dream. We cater to a wide range of industries, from the titans to the fledgling firms and all those in-between. Are you ready to achieve excellence in your career? Take a giant leap in your Salesforce career with the experts at CEPTES – the fast-growing Salesforce Silver Partner! Check our latest job openings to be a part of CEPTES!

A Day in the Life of a CEPTES' Salesforce Developer
ceptes, General, Salesforce Developer

A Day in The Life of a CEPTES’ Salesforce Developer

We firmly believe in spreading knowledge and education about our field so that aspiring Salesforce developers can pursue a career in this trailblazing technology. 

In today’s post, we’ll try to catch a glimpse of what a day in the life of a CEPTES’ Salesforce developer entails.

 This is the story of Parth – Senior Salesforce Developer at CEPTES.

 Parth says, “While applying for jobs into development after completing graduation, I developed an interest in coding for Salesforce solutions. I worked hard and soon earned Salesforce certification. Luckily, I got the opportunity to work with CEPTES, and that completely changed my life. I was soon on the clouds of success, earning, and job satisfaction, thanks to CEPTES. Initially, I worked under my seniors guidance for a few months. Let me tell you I learned a lot during this period – right from coding and learning new algorithms to learning SaaS, PaaS, and IaaS.”

 Salesforce reins the ecosystem of the enterprise cloud today. “As a Salesforce Developer, I enjoy my job a lot here at CEPTES. Every day brings forth a new challenge that helps me better understand this ecosystem and perform outstandingly well.”

 Here’s a quick summary of what Parth told us when asked how a typical day of Salesforce developers like him go at CEPTES.

 Parth gets up early, at the crack-of-dawn, takes a shower and gets ready, drinks coffee, eats breakfast, and then sets off for the office, which isn’t very far away from his rented flat. He goes to the office on Tuesdays and Fridays, and other days he works from home. While on the way to the office, he scans his social profiles (Twitter, LinkedIn, Facebook, and others) for the latest tech updates in mobile, Salesforce, IoT, AI, integration, and more. He utilizes this time for uploading some valuable information for his connections.

  Story of Parth

 

  1. He arrives at the office by nine and greets his co-workers as the environment is impressive at CEPTES.
  1. Around 10 o’clock, they have a meeting with the planning team. During the meeting, each team member has to update on the project’s status and deliverables for the day. 

 

Meeting with the Planning Team

 

Parth says, “These meetings are crucial as usually multiple people work on each project. For example, the client might have asked us to customize their Salesforce environment. The manager, in this case, will check with the Salesforce consultant first if he/she can build the customization points & clicks. If code is required for the customization, a developer (like me) would be assigned this task (of coding). When the developer completes the task, it goes to the QA team for testing if the code matches the design specs as communicated by the project manager and the consultant. Now, this process may take days and even weeks to complete. Attending these planning meetings (scrums) is, therefore, a crucial part of my job).

 

Also Read: How CEPTES Built a Culture That Inspires New Ideas Every Day?

 

  1. After the meeting, around 10 am, Parth starts coding (in the order of the top priority tasks) that must be completed. He loves the creative freedom that Salesforce developers enjoy in problem-solving as there are many ways to do it.

 

Salesforce Developer enjoying in Problem Solving

  1. At 1, it’s lunchtime, so he goes to the common dining area and pours his food in the bowl and plate to share the food with his colleagues (who are his friends now).
  1. After lunch, he gets to chat or speak with his client (whose project he is working on). Although this is not a regular exercise most of the time, Parth prefers connecting with the client to ensure that he and the client are on the same page.6.Around 3 or 4 pm, it’s time to do the other project’s coding (as assigned during the meeting). The CEPTES team is quite cooperative, and if you are stuck in any project anywhere, help is close at hand as seniors are always eager to guide and help their team learn and grow.
  1. Around 6.40 pm, Parth leaves for home – listening to his favorite music on the way to relax his mind.
  1. Parth reaches home around 7.30, eats his dinner, and enjoys watching his favorite show before sleep.

 Summing Up

 The job is challenging, but then it helps you learn and grow. Innovations don’t occur when you sit passively. You have to accept challenges to innovate and perform. Are you ready to challenge yourself and grow as a Salesforce developer? Join CEPTES!