Tag: COVID-19

COVID-19, Small Business

Boost your productivity and sales post-COVID: The ultimate guide for any small business

While most businesses are struggling to re-establish themselves post-pandemic, only a handful of them have the digital capacity to achieve it in time. Today, an uptick in the sales graph is the question of survival for many businesses, but a speedy recovery is only possible through the digitalization of business processes. Being dependent on conventional calls, sticky notes, and exchanging emails to update your team at every stage of a deal is too slow.

Today, the billion-dollar question is: How can small businesses develop a crisis and recovery strategy that ensures a boost in sales, post COVID-19? This is where cloud offerings come into the picture.

Thankfully, there are infinite possibilities on what we can achieve, once we head in the right direction. Here are a couple of tips that can ensure an exponential boost in productivity and make you ready for a post-pandemic scenario : 


Accepting the situation is key. To get an edge over the COVID-aftermath, make sure to review business models, revenue models and lead generation tactics. Chart out fresh plans to boost sales productivity and recovery strategies. 


Small businesses must cope with the fact that a business model or a sales team that relies heavily on offline structures, must transition to digital platforms for a higher success rate. Relying on traditional methods alone might not provide the best results in these turbulent times, but add to it a competent sales process automation platform, and voila! Witness a boost in sales productivity like never before. 

Sales Partner

Needless to say, sales is one such field wherein time is of the essence. Most small businesses follow the traditional style of maintaining hand-written logs, manually setting up appointments, using sticky notes to scribble useful information, and so on. Such a format might work in conventional situations, however, it also causes delays- something small businesses can’t afford in a post-COVID scenario.

Investing in a technology partner to inculcate sales automation strategies, is bound to be profitable. 

Customer Retention

Post-pandemic is bound to present an unprecedented situation for SMEs (Small and Medium Enterprises). Not only will they be striving to stay afloat, but competing to gain an edge over each other. Information gaps, lack of active feedback measures and delayed grievance redressal might result in poor communication with customers, thus putting a dent on customer satisfaction.

Thankfully, you can pipeline all your data, address queries and grievances much faster and turn cold leads into potential customers leveraging a powerful  CRM.

Digital Transformation

A digital transformation would entail tracking real-time data to make important decisions. The reason why a Salesforce CRM is an exemplary choice for small businesses is because of its striking features tailored for small businesses, intuitive automation, robust analytics tools that help spot trends in the data, realise touch points required to close a sale, flag any delayed or overdue opportunities, scale the difference between actual and predicted sales and increase customer retention.

CRM will empower and assist your teams to work remotely and engage customers. For small businesses to survive, nay, thrive post-COVID, they’d need to undergo a digital transformation, implement a Salesforce CRM and make way for automation

CEPTES, a Salesforce partner, has been focusing on helping MSMEs boost their productivity and accelerate their business for over a decade. Take on the post-pandemic challenge head-on, and get success with CEPTES. To know more, please get in touch.

Digital Transformation, Sales Cloud, Salesforce Essentials

Remote Selling: Ensuring Productivity of a Remote Sales Team during the Pandemic

The current global scenario caused offices to be shut down, forcing most people to work from home, and this, de facto, includes sales teams. Sales have always been the kind of field that relies a lot on in-person pitches and meetings. So it’s understandable if your primary concern is how to make sure your sales team sell from home efficiently, without feeling demotivated or disengaged & without hampering the overall sales productivity. 

It is undeniable that the pandemic has dampened the shine of the sales team and their forte. However, there is a tremendous wealth of opportunities, ready to be made use of, if businesses are nudged towards a digital transformation.  

Let’s take a look at the major pain-points of a sales team working from home, and then integrate solutions for the same:-

Change how you work

It’s a tricky task to sell efficiently from home. Your sales team is bound to miss departmental camaraderie and one-on-one meetings with clients, where they could pursue them to no ends. Trying to replenish a similar culture while working remotely, might not prove successful. Instead, the time is nigh for a digital transformation. Now is the time to tap into the field of virtual selling, by building a high productivity workspace, even from home. 

Increasing productivity

The current situation might have put a dent in spirits, thus creating a decline in productivity. Tackle situations like these by integrating Salesforce Sales Cloud, world’s #1 sales automation tool. Having highly powerful CRM tools to rely on would make a world’s difference. Imagine a dashboard that allows you to see every important detail in one glance or a tool that shows you the entirety of a client’s specifications, and a virtual assistant that reminds you of hot leads. 

With Sales Cloud, you get all of this and more, thus creating an immediate boost in sales and productivity. Selling from home just got a whole lot more comfortable and efficient.  

Less time on spreadsheets, more time to sell

Sales reps are often found spending a large chunk of time filling out spreadsheets, looking for data from various sources, researching potential leads, preparing quotes, and so on. Why spend so much time doing tasks that can be automated? With Sales Cloud, you get to sell from home intelligently, without bothering about manual labour. Salesforce paves the way for sales automation like never before. They also allow your sales representatives to seamlessly collaborate with other sales representatives, as well as members from different teams.

Communicating with the team

Guaranteed, it was convenient when people could update each other through offline meetings. Intelligent cloud infrastructures allow you to maintain even better standards of seamless communication, even though your entire team is working remotely. Now you can access, edit, securely share and track data in real-time.

Process automation features enable email integration, distribution of leads, and quicker flow of crucial information. No more relying on sticky notes, doodled messages, WhatsApp updates or grapevine communication. Integrating CRM tools leads to better communication channels, which in turn creates a boost in sales and productivity

There’s no limit to what small businesses can achieve through an affordable Salesforce platform tailored for them. CEPTES is a leading Salesforce Platform Service provider that hand-holds small businesses through digital transformations through seamless CRM integration so that their sales can continue to skyrocket, even when working from home.

Get in touch with us to know more.


How Indian MSMEs can reinvent themselves digitally post COVID-19?

The Indian MSME sector contributes about 29% of the country’s total GDP. On similar lines, saying that MSMEs are a crucial part of the Indian economy won’t be an exaggeration. Companies that make an annual investment less than Rs. 50 Cr. and the annual turnover not exceeding Rs. 250 Cr. are classified as Micro, Small & Medium Enterprises (MSMEs)

However, all is not well with MSMEs. The global pandemic has brought a plethora of challenges for them to survive and enable business continuity. 

Lack of awareness and investments in the latest technologies are among the critical roadblocks towards their advancement.

Every Crisis Is An Opportunity

The pandemic has put immense pressure on small businesses to balance and retool to thrive in the post-pandemic world. It has also demonstrated the value of technology and digital transformation across industries. It has become imperative for businesses to look for new solutions to stay relevant and ahead of the competition. 

Start Your Journey with Salesforce

Salesforce, the global CRM leader is sharpening its focus in India, and small businesses stand to benefit from its scalable industry solutions designed to improve customer engagement and drive sustainable business efficiency and growth. Salesforce is not just a CRM, It is a genie in the lamp indeed.

Let’s explore a few of its immense potential:

  • Salesforce offers crucial information on inventories, customers, tools, platforms to MSMEs for better recognition of customer persona.
  • Salesforce offers a complete 360-degree view of a customer, which means you can generate more leads, nurture them, close deals faster, and retain them easily.
  • Team collaboration becomes easy with multiple communication modes and scheduler in place.
  • A cloud-based solution implies that your team can be active in your customer’s response at any time, from anywhere. They can work from even the remotest of the location and using any device.

Salesforce: Changing the Indian MSME Landscape

Recently, Salesforce has brought on board a prominent personality in the field of banking, Arundhati Bhattacharya as CEO of Salesforce in India. Experts see this as a highly strategic move by Salesforce to help small and medium businesses in India realize their digital dreams. 

What makes Salesforce great for any small business?

  • Salesforce offers a complete view of each of your customers, which can help small businesses prioritize their lead pipeline by automating the entire sales & customer service process. Automated workflow enables MSMEs to assign tasks easily, follow-up on approval requests, and suggest changes.
  • Salesforce drives a high-level of collaboration. The in-built functionalities help small business sales reps and other team members seamlessly collaborate. The collaboration includes resource sharing, hassle-free data sharing, report generation that will save high time and costs.
  • Having an opportunity to run a company on the go is simply great, regardless of the size of the business. Moreover, AppExchange (Salesforce’s App Marketplace) offers a large number of apps for a variety of business needs. 
  • Salesforce is highly flexible in terms of pricing. With a large number of subscription plans as well as user licenses, small businesses can have affordable pricing, functionality, and several business users.
  • Due to its high customization capabilities, numerous integration options, and a large number of apps, Salesforce is a viable choice for MSMEs of all sizes and scales.  
  • Salesforce Trailhead, a fun knowledge hub can help small businesses to learn Salesforce for free in order to get the best out of their Salesforce investment.

Reopening the business post-COVID-19 will be a challenge & Salesforce could play a crucial role here by offering Indian small businesses the tools and the power of the platform to imagine their business. 

CEPTES Salesforce Solutions for Small Businesses

As a Salesforce Silver Consulting Partner, CEPTES is renowned for its decade-old expertise in the Salesforce platform. In fact, CEPTES also offers small businesses highly customized Salesforce solutions that can be scaled and upgraded to meet the ever-changing business needs. Besides this, we help businesses adopt or upgrade their systems with our easy-to-deploy Salesforce solutions.

With over a decade of experience and a highly-skilled Salesforce Certified workforce & leveraging the characteristics of Salesforce, we facilitate digital transformation and innovation for Indian MSMEs using our Customer Success Platform. Making it convenient for business owners to analyze, consolidate, and segment data for improved decision-making capabilities, more personalized user experiences, enhanced productivity, and optimum ROI.   

To learn how CEPTES can help you drive growth and partner with you to harness the true potential of Salesforce, please get in touch with us.


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

The COVID – 19 pandemic has not only hit human lives but also businesses and communities. It’s a real challenge for organizations to come out of this challenge in order to imagine their business. Salesforce has come up with a new product Work.com which can help companies and communities safely reopen their business while putting employee health and safety first.

Work.com is an aggregate of specialist advice, partners solutions, and products to help organizations around the globe reopen, recover, reskill their workforce, and respond efficiently to the crisis. This product is ideal for business leaders who are looking for a holistic view of their business data that are useful, in addition, tools to help them plan resource & shift management, to reopen their offices safely. The entire suite is built on the Salesforce platform powered by Customer 360. 

Here are some of the top features of Work.com;

Work.com Command Center

The Command Center is a single-pane-of-glass where business leaders can manage all the complexities related to business resuming including evaluating the return-to-work readiness across locations, employee welfare, visitor tracking, making data-driven business decisions, and efficient communication. Command Center integrates data from internal applications & employee wellness surveys and surface public data through the Tableau COVID-19 data hub. Leveraging Mulesoft, data from other sources can also be integrated for custom data visualizations. 

Employee Wellness Check 

This is a part of the Work.com Command Center & helps securely monitor employee health and safety

Shift Management 

This will help to balance workplace coverage and employee availability while creating new capacity models that enable a safe return to work. This will control office density as organizations can avoid large groups in the office. 

myTrailhead for Learning and Wellness 

This is new content for myTrailhead to help employees skill-up on new ways of working with training, learning, and wellness programs. Employers can ensure returning employees comply with new safety policies and have the information they need to succeed.

Emergency Response Management 

This is a comprehensive suite of products built in partnership with Accenture that allows health organizations and government agencies to manage all types of emergencies, deliver emergency care, and allocate resources quickly.

Contact Tracing 

This feature allows leaders to manually track health & relationships contacts in a safe & private approach by collecting individual data in order to mitigate the spread of COVID-19.

Volunteer and Grants Management 

This helps organizations fulfill their relief goals by providing flexible, scalable tools to streamline volunteer coordination and grantmaking processes.

Command Center & Shift Management are expected to be generally available in June 2020 & Employee Wellness will be a part of Work.com Command Center. Emergency Response Management including Contact Tracing will be available in the second half of May 2020. This will be a part of Health Cloud, Service Cloud, Lightning Scheduler, and Salesforce Maps. Emergency Program Management will be an add-on feature to Health & Service Cloud (Enterprise License). myTrailhead for Learning and Wellness will be live in June 2020. 

To get more info please visit: https://www.salesforce.com/work/


*source – Salesforce

Customer Relationships

How are we maintaining high customer relationships while working remotely

The little we know a couple of months back that the world will go through such a huge crisis that will not only impact human beings but also businesses and communities. Challenges are there & the world is fighting to come out of this unprecedented situation. Our thoughts and prayers are with all those frontline healthcare workers from around the world who are taking this fight of their own and working selflessly & tirelessly. 

For a decade long now, we are laser-focused on customer success on the world’s #1 CRM platform. We have been helping enterprises from varied industries with scalable solutions on the Salesforce platform as CEPTES is a proven Salesforce strategic partner that drives sustainable business results in less time. As the medical emergency over the COVID – 19 escalated, we took immediate measures considering the well-being & safety of our employees as this was our foremost priority and asked our teams to start working from home by keeping themselves safe & isolated. The challenge for us was to maintain the high customer relationships that we are known for and keep the projects running in order to help our customers protect their business continuity.

The topmost challenges for the project managers were to maintain the connection with our customers considering digital communication as the only available form of communication, seamless collaboration among the team members in order to ensure meeting the project deliverables, and stand in solidarity with the customers and team members without physically being there with them. 

Created an empathetic culture

There is chaos everywhere. The panic button has been pressed. During this time, it is a little unrealistic to expect people to focus on customer success. The circumstances will certainly impact the work deliverables. We focused on creating an empathetic culture where we give importance to personal priorities as well. At this time, the only thing that everyone needs is mutual support. 

Our project managers communicate with each of their team members on a regular basis. We conduct online team meetings using digital channels in order to set our project priorities so that it won’t impact performance, availability, communication, and quality. We are also encouraging our employees to work directly with their clients using online mediums for communication & collaboration. Our leadership team is making sure that none of the employees are overburdened with work so that it becomes difficult for them to deal with external challenges. 

Listening to our employees, their concerns, challenges while working remotely, dividing tasks without overburdening one person, regular communication, using collaboration tools and most importantly standing with them during this pandemic is what makes us efficient enough to maintain high customer relationships at this time. 

Customer success

At this time, listening to our customers is equally important as listening to our employees. We understand that the biggest challenge for enterprises today is seamless business continuity amid the coronavirus crisis. Working closely with our customers now is more important than ever. Timely communication will itself solve a lot of challenges. We talk with our customers, listen to their concerns, understand their immediate priorities and work as per the mutually accepted goals. We have built crisis management teams for our major project support & the team members offer round the clock support to address any uncalled issue. In order to manage our customer’s time, we are keeping the agendas tight and clear, so that they can also focus on other external priorities. In order to make communication smooth, we have made many collaboration tools available for our customers too.

It’s a challenge to collaborate with a team of 100+ trailblazers while working remotely, but so far we have done a noble job. It’s time to stand in solidarity with our employees and support them in every aspect. If we take care of our employees & listen to them, they will take care of the customers & listen to them. Get in touch with us for all your Salesforce project queries.

#Staysafe #Stayhome We will win this battle.