Tag: CRM

Salesforce Einstein AI
AI, Einstein, Salesforce

Salesforce Einstein AI – Artificial Intelligence for CRMs

 

The world’s most savvy CRM, Salesforce Einstein, has taken technology to another level. It is artificial intelligence firmly integrated into the Salesforce platform, making Salesforce the globe’s most intelligent CRM. Salesforce Einstein is a conscious attempt by the company to make life easier for customer service reps and their administrators, and all CRM subscribers.

What is Salesforce Einstein Analytics?

In a word, Salesforce Einstein is artificial intelligence (AI) technology that has been integrated into the Salesforce platform and developed by Salesforce to improve proficiency, free up time for customer support representatives, automate reports, identify errors, and more.

Einstein helps organizations better understand their current and potential customers so they can convert more leads and provide better service. It also analyses your data and concludes it to provide reports and make predictions unique to your company, customers, and potential customers.

What makes Einstein stand out from the market?

Data is the foundation, and everything you do starts with the information you collect. Your customer data is already in the CRM, and Einstein can help you do something more useful with it. It combines the power of email, social media, IoT, and external data.

This data in your CRM becomes the gasoline that powers your AI models, and because it’s already organized, Einstein can begin learning, establishing processes, forecasting, suggesting, and automating.

The Einstein Analytics application can successfully investigate complex datasets. And you’ll be able to see all of your data in one place and apply insights to improve your processes.

The Benefits of Salesforce Einstein

Deep Learning, Predictive Analytics, Natural Language Processing, Machine Learning, and Clever Data Discovery are all used to power Salesforce Einstein. Einstein models are made to order for each buyer. 

With each encounter and piece of data, the model learns, self-tunes, and becomes more judicious. This aspect of Einstein’s intellect is now being incorporated into the commercial world by forecasting future behavior, generating relevant insights, and, in any case, automating errands.

Here’s a quick rundown of the unique combination of Einstein’s advantages that sets it apart from other options:

User-friendliness: Because Einstein is built on the Salesforce platform, it integrates smoothly with your Salesforce workflows. There is no need for data science expertise, Einstein can be used without prior training because it handles the data processing models.

Customizability: In the case that cutting-edge modification is required, Einstein provides help that can be customized via code. Einstein examines whether the data models created are satisfactory and updated regularly.

Salesforce automation: Einstein automates manual data entry and work procedures to do predictive analysis.

Salesforce Einstein’s Role in AI Integration

Here are a few ways Salesforce Einstein applies artificial intelligence to your daily operations:

Sales Cloud Einstein: Sales cloud Einstein has a variety of capabilities, such as motion capture, insights on records, opportunities, contacts, and lead scoring, to help salespeople follow up on the correct leads and enhance conversions.

Einstein, the Commerce Cloud: Einstein makes AI-powered commerce easier than you may think. Recommend the best products and deals expertly to boost order value using cutting-edge features. Model features include mobile site reference, design blueprints, order administration, Google Android Pay connection, and predictive sorting.

Marketing: The AI platform allows users to forecast the ideal channel, timing, and content for a marketing message to reach your target demographic. It also helps you create campaign content tailored to your customers’ needs. 

Service Cloud Einstein: Salesforce Einstein enables Salesforce’s contact ecosystems to automatically break down deep customer information using AI and machine learning in real-time. This component helps to provide a different customer service experience.

The Einstein platform improves your CRM’s ability to break down billions of data points into predictive insights and prescriptive recommendations based on those findings.

Wrapping Up

Salesforce is ahead of the competition with the implementation of Einstein AI. Furthermore, the ability for independent developers to create bespoke apps that connect to the Salesforce Einstein network allows all Salesforce users to get personalized solutions for their sales, service, and marketing needs.

Salesforce ensures that Einstein AI can handle a wide range of tasks, including lead generation, opportunity generation, email content recommendations, commitment scoring, post-classification, etc. And, because Salesforce is constantly adding new features, this list may become lengthy. Contact us for all your Salesforce requirements. We are a reputable Salesforce development company that will help you with the best Salesforce solutions suiting your business.

 

Get in touch with us and our experts will guide you.

Pardot Rebranding Image
Pardot

Pardot Rebranding: What changed and What Remains the Same?

Introduction 

Salesforce has recently announced the rebranding of Pardot, which is one of Salesforce’s best marketing automation tools. For a platform that was doing fantastic, the sudden change of the name prompts many questions in our heads.

If you haven’t heard already, Salesforce has recently announced the rebranding of many of its products. Among many of those products is Pardot, one of Salesforce’s best marketing automation tools. 

The platform will now be called ‘Marketing Cloud Account Engagement‘ or “MCAE”. This is a significant and highly emotional change for the Pardot community; like many, yet mispronounced by others, treasured the name. Yes, you spell the ‘T’ at the end, unlike what you might have heard it being pronounced.

So, why the change? Read on to learn why these changes are being made and what they signify for the Pardot community.

What is Pardot?

David Cummings and Adam Blitzer, co-founders of Pardot, founded Pardot in 2007. They stumbled across the word “Pardot,” a Latin word that means “to market or sell”, while looking for a suitable name. While many people question how to pronounce Pardot at first (commonly mispronounced as “par-deaux”), it’s pronounced exactly as it’s spelt.

Pardot Name

 

Today, Pardot is the leading B2B marketing automation solution for marketers to generate high-quality leads so your sales team can close more deals faster. Powered by AI and built on the world’s number one CRM (Client Relationship Management), it allows customers to align their marketing and sales teams in all one place. 

 

Learn How: Pardot Marketing Automation is essential to generate more ROI

 

The cost-effectiveness of Pardot and its attraction to new users as an easy tool with a short learning curve made it an immediate hit with marketers.

The Reason Behind Pardot’s Rebranding

“The new names are aligned with our strategy to continually integrate Marketing Cloud into one unified platform with a data-first strategy around your customers.”

 

Pardot isn’t the only rebranding done by Salesforce, as mentioned earlier. The other products have also received new names like Datorama is now Marketing Cloud Intelligence, Interaction Studio is now Marketing Cloud Personalization, etc. See any pattern here? The changed names are somehow more functional, as they let the users know exactly what the platform is all about. And this is the main reason behind the rebranding.

Salesforce “Easy” was one of the five innovation goals announced at Dreamforce ’21, Salesforce’s annual global event. The “Easy” campaign’s primary goal was to make Salesforce setup, installation, and configuration simple. “MC Easy”, another initiative that branched off from Salesforce “Easy”, can be indicated as the catalyst for the rebranding of Pardot.

Salesforce’s Marketing Cloud results from a decade’s worth of acquisitions. And they kept the original names after acquiring the platforms. Salesforce intends to make Marketing Cloud’s various product names consistent and immediately understandable by all customers, partners, and even internal teams by rebranding. 

Is Marketing Cloud Account Engagement the same as Pardot?

The good news for the Pardot community, only the name has changed. The products, add-ons and functionality of Pardot will remain the same. MCAE’s aim to align marketing and sales around leads, buyers, and accounts stay the same. By October 2022, the Pardot Classic App will be retired from all organizations.

There are some implications associated with rebranding. Here are some of them:

  • Pardot “Account Engagement” will allow Salesforce to communicate “side-by-side” with SFMC. 
  • A clear cut distinction between B2B and B2C has been created, repositioning Pardot (now MCAE) as a B2B platform.
  • The name “Pardot” was very recognizable and easy to communicate, which could be a concern, as it won’t be easy to adjust to a new name for the users. 
  •  Marketing Cloud Account Engagement is instead a generic term used for the platform.
  • “Account Engagement” does not represent all Pardot clients’ needs.

To sum up

By Rebranding Pardot and other platforms, Salesforce is trying to align its customer’s needs and simplify its platform. Having said that, we would love to hear your opinions about the same!

 

Connect with Us

 

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.

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.

Digital Transformation in the Education Industry
Education Cloud, Salesforce

Importance of Digital Transformation in the Education Industry

Create a 360-degree view across the student lifecycle with Salesforce

The ongoing pandemic has stifled the education sector as much as, if not more than, other industries. More than 90% of the world’s students across elementary, secondary, and tertiary levels were forced to abstain from physically attending classes. 

The need of the hour is to reinforce existing education systems with a sound digital transformation, and Salesforce is spearheading this mission with its 36-degree cloud. 

The Salesforce Education CRM is at the forefront of empowering educational institutions with the right technology they need for managing entire student life cycles, right from elementary to graduation levels. The complete set of end-to-end solutions and products offered, termed the Salesforce Education Cloud, is the perfect partner in education.

How? Let’s find out. 

Understanding the Salesforce Education Cloud

Today’s education industry is facing more challenges than ever before, with unanticipated trends emerging in student demographics. Expectations are changing, and so are task divisions, with teachers spending more time on non-academic needs despite the lack of the right tools. 

The Salesforce Education Cloud comes across as a respite in this scenario. A powerful technology suite provides an array of resourceful solutions and applications to drive learner and institution success. You may call Salesforce Education Cloud as the syllabus for Salesforce for the Education industry, an outline for institutions encompassing Recruitment, Admissions, Student Experience, Advancement, and Institution Operations. 

The Education Data Architecture is the foundation of the Education Cloud, developed in collaboration with education partners and customer communities. This flexible data architecture has a series of industry-standard and custom data objects built into the Salesforce Platform for modeling student relationships with family members and advisors, affiliations with clubs & departments, attendance, term grades, employee management, and more. 

The goal of the Salesforce Education Cloud is to provide educational institutions and educators with a ready-made data model for ancillary management so that they can focus more on learning and pedagogy. 

What does the Education Cloud offer?

  • Comprehensive View of Stakeholders

The education industry often sees an amalgamation of multiple stakeholders across institutions, departments, and specializations in a student’s life cycle. The Salesforce Education Cloud collates all relevant information from various sources using advanced cloud technology to make their interactions more consolidated and transparent. 

Users can access a 360-degree view of all stakeholders, including past, current, and potential students, affiliates, donors, and so on, on a device of their choice. Detailed reports and interactive visual dashboards are also available for easier understanding. 

  • Customized Communications

Salesforce Education Cloud makes it possible for students and institutions by enabling all-around digital engagement. The platform comes with relevant, engaging, and personalized messaging options for all stakeholders. Operations are centralized across all teams to streamline communication and data-sharing. 

  • Automation in Marketing and Enrolment 

One of the most significant features of the Salesforce Education Cloud is marketing automation. It allows mapping, designing, and publishing targeted campaigns and customized messages across platforms in line with budgets, schedules, and critical parameters. 

  • Efficient Application Management 

Everything can be automated on the Salesforce Education Cloud platform, from grant concepts to budget tracking, project updates to sponsor detail management. You can manage loan applications with ease for faster and hassle-free approvals from internal and third-party partners. The Salesforce Education Cloud also enables quick follow-ups and back-and-forth communication throughout, giving all stakeholders a transparent view into the status of a student loan. 

  • Simplified Recruitments

The exclusive ‘Education Cloud for Recruitment and Admissions’ makes it easier for institutions to handle staff recruitments and student admissions. All relevant data is consolidated in a single repository, reducing time spent on data-sharing or searching. Recruiter productivity and performance get a much-needed boost, and all parties have access to a transparent information portal to keep themselves updated. 

  • Holistic Student Support 

With the provision of enhanced student engagement options, unified advice delivery, streamlined services, and comprehensive career support, Salesforce Education Cloud has a unique array of solutions up its sleeve.

  • Cross-Department Coordination 

Educational institutions rely on multiple departments to collaborate and communicate for smooth operations. Salesforce Education Cloud provides them this opportunity with a seamless experience free from silos or bottlenecks. 

  • Advisory Services 

Salesforce Education Cloud enables students to seek advice freely on career-related queries through appointments set up via mobile with a few taps. Appointments are automatically integrated with the advisor’s calendar and office management software to smoothen the entire process. 

How can Education Cloud assist Students and Institutions?

The Education Cloud comes in multiple modules, including K-12, Colleges, and Universities. The K-12 Education Cloud, for instance, helps schools and districts connect people, processes, and data. The extendable data model can flex with the school’s needs with time. Schools can create custom apps and templates as a ready model for digital learning while also providing unparalleled student support, safety, and family engagement. 

On the other hand, colleges and universities enable connecting campuses with its cloud to facilitate unified student services. Higher education institutions can deploy personalized marketing and communication to engage with current and prospective students, alumni, parents, donors, and so on. 

Salesforce.org presents some critical insights on the Education Cloud’s benefits, including an 11% increase in enrollment and an overall increase in donor involvement and funds. Institutes were also able to record a 40% increase in student engagement, besides an impressive 80% improvement in staff productivity. The ROI also stepped up to 195% with a 7-month payback period, and Information Technology expenses came down by a significant 60%. 

All Your Questions About Salesforce Education Cloud Answered 

The Salesforce Education Cloud enables a student-centric 360-degree view of data, simplifying education management to a great extent across hierarchies and departments. At Ceptes, our expertise in Salesforce technology and solutions helps ensure effective implementation of its numerous platforms for our clients. If you have any queries on the Salesforce Education Cloud or want to learn more about the platform, rest assured that you have come to the right place. 

Request a consultation today, and our expert team will try to answer all your questions!

Salesforce Managed Services
Salesforce, Salesforce Managed Services

Why should you Hire Salesforce Managed Services Experts?

When looking for the most versatile and powerful business tools online, Salesforce is often the first resort. The world’s leading customer relationship management (CRM) platform offers a host of functionalities, features, tools, services, products, and sources for seamless business management. 

However, this same expanse of the platform often poses a significant challenge to users, who might not understand and implement the platform’s vastness thoroughly. While Salesforce is simple and automated to a great extent, its development and implementation might turn out to be complicated. 

Third-party consulting partners like Ceptes emerge as a reliable alternative in this scenario, enabling the business to explore the unlimited potential of the platform. While ensuring rapid growth and customer satisfaction, these Salesforce consulting firms are equipped with a diverse team of experienced experts to serve your needs. 

Here are the top 6 benefits of hiring a third-party consultant for Salesforce Managed Services if you are giving it a thought.

  • A Cost-Effective Alternative 

As the cutting-edge SaaS platform, Salesforce can be handled only by highly-trained specialists. Hiring a full-time, on-premises consultant for taking the platform would require you to regularly pay them a fixed salary, no matter whether you need their services every day or not. Let there be no doubt that Salesforce professionals are highly in demand and, therefore, could cost you a moon.

Hiring a third-party consultant could prove to be a much more cost-effective solution instead. Salesforce-managed service providers need to be hired (and paid) only when their services are required.

  • Niche Expertise at Your Call 

Salesforce consultancy firms comprise not just coders or developers. Instead, their team consists of a well-balanced team of experts on business processes, KPIs, goals, data analysis, and more. 

Simply put, hiring third-party Salesforce consultants enables you to access analytical and problem-solving niche expertise so that you can easily map your business objectives with Salesforce features. From anticipating and mitigating risks to improving business operations for greater efficiency, you have a team of experts with diverse backgrounds and unique awareness domains at your disposal. 

  • No Expenses on Training 

The Salesforce CRM platform boasts continuous and frequent updates to its feature and architecture. Therefore, any Salesforce professional needs to equip themselves with the latest and accurate information. 

If you end up hiring an in-house Salesforce consultant, you would also be required to bear additional expenses on their training to stay abreast of the latest trends and technological advancements related to the platform. 

On the other hand, hiring a third-party consultant firm saves you from all the time, effort, and money you would have to put into such a training exercise. Salesforce-managed service providers keep themselves updated and trained in the expertise they are selling, and you get to stay ahead of the curve automatically. 

  • Remote Services Available 24/7

While in-house consultants would be available only during fixed working hours and might take short or long leaves from time to time, third-party consultants are never unavailable. Most Salesforce managed service providers, including us at Ceptes, offer 24/7 all-day-round support to clients. All you need is to get in touch to have your queries answered or problems resolved. 

Another advantage of hiring a third-party consultant is the option of availing their services remotely. You do not have to build additional on-premises infrastructure for procuring such a service with outsourced consultants. Salesforce, after all, is a cloud-based platform that can be managed remotely with ease. You are promised speed and efficiency of service and a proactive consultant at your disposal. 

  • Instant Scalability and Flexibility 

Hiring an in-house consultant restricts you from scaling up operations unless you hire additional resources. After all, there is only so much responsibility that you can thrust upon an individual at your firm. Once hired for a particular set of roles, it is challenging to scale their services up or down flexibly. 

This is not the case with a third-party consulting firm, partnering with which gives you the convenient option of scaling services up and down overnight. It is the responsibility of the consultant to adjust their services as per your needs and demands. You might even choose to hire a bigger team of consultants that provides you comprehensive services in a single package.  

  • Seamless Collaboration 

With the array of services that a Salesforce Consultant like Ceptes provides, businesses can expect more straightforward and hassle-free collaboration among their own team. This is because everyone can be on the same page, with the consultant relaying information to all members. Once different staff members have access to unified data and understanding of the Salesforce platform, the room for seamless collaboration is already built. 

  • Leverage the Benefits of Salesforce Managed Service Providers Today!

While Salesforce enables businesses a robust digital transformation, an experienced Salesforce consultancy firm helps you supercharge your experience and understanding of the platform. At Ceptes, we are helping our clients achieve exactly that, offering fully customized Salesforce implementation enhancing critical business procedures and workflows. 

As experts in Sales, Service, and Marketing Clouds, our team enables your business to seamlessly integrate various solutions and analytics to uncover actionable business insights. We also offer end-to-end Salesforce solutions tailored for niche industries along with opportunity evaluation for the entire lifecycle. 

Are you interested in extending your team with our certified Salesforce managed services? Request a consultation today, and explore the benefits of hiring us as your strategic partner!

History of AppExchange
AppExchange, Salesforce

The history of AppExchange and Steve Jobs’s role in it

Salesforce is a leading name for CRM and cloud technology for businesses. The robust platform has been helping companies to improvise sales operations, product innovation, and customer satisfaction for decades now.

The platform boasts of a leading enterprise cloud marketplace that goes by the name – AppExchange. You may call it the go-to destination for Salesforce customers if they wish to explore myriad applications and solutions for their Salesforce extension and implementation needs, right from pre-configured solutions to highly personalized processes. 

With over 5,000 solutions and more than 10 million downloads, the Salesforce AppExchange has undoubtedly come a long way since its launch in 2005. But its origins and history are equally interesting, going way back to Apple Founder Steve Jobs.

How? Read on to find out! 

  • The World’s Leading Enterprise Cloud Solution Marketplace

The Salesforce partner ecosystem of AppExchange could reportedly generate $1.2 trillion in new business revenue, along with 4.2 million new jobs in 2024. Dubbed as the world’s largest business application marketplace, Salesforce AppExchange has managed to build a thriving community around its unique premise over the last 16 years of its existence. 

Therefore, tracing its origins is nothing less than delightful, especially considering that the exchange was conceptualized by one of the most renowned geniuses of our times. 

Salesforce was co-founded in 1999 by Marc Benioff, Parker Harris, Frank Dominguez, and Dave Moellenhoff, as you may already be aware. The now global giant started its operations inside a one-bedroom apartment in San Francisco and immediately took off. The Salesforce team had set up its own office by 2000 and held its first Dreamforce conference in 2003.

  • The Origins of the Application Economy Concept 

However, it is not the venture’s enterprising founders but another visionary credited with the visualization of Salesforce’s AppExchange. Salesforce co-founder Marc Benioff approached Apple co-founder Steve Jobs in the early 2000s because he got stuck while working on his platform’s development. Then, Steve Jobs shared three game-changing recommendations to the enthusiast – work out a roadmap for 10x growth over the next two years, sign on a massive client, and build an application economy. 

  • The AppExchange is Born

On the lines of Jobs’ counsel, the Salesforce team built and introduced the now-famous AppExchange during Dreamforce 2005. AppExchange was created as a one-stop destination for Salesforce partners to list out their business applications for extending or augmenting Salesforce’s increasingly extensive functionality for the first time. 

Salesforce was also enabled to interoperate with other systems. Both the reforms were pathbreaking. 

As a gesture of gratitude for ideating the AppExchange that changed Salesforce forever, Marc Benioff gifted the trademark for “App Store” along with its domain to Steve Jobs. 

  • Onward Growth and Expansion 

The AppExchange ecosystem is one of the most vibrant marketplace ecosystems today, with 89% of Fortune 100 companies deploying its applications. The platform today boasts of much more than business applications and includes Lightning Components, Lightning Data, Bolt Solutions, Consulting Partners, and Developers. 

Offering enhanced security, faster implementation, and more excellent reliability, AppExchange applications truly transform business models and operations, as they have been for the last fifteen years. And yet, organizations require extensive technical knowledge and prior experience to fully leverage the vast benefits of these Salesforce solutions.

At Ceptes, we are helping our clients do exactly that by working with them as partners in the Salesforce ecosystem. As experts in Sales, Service, and Marketing Clouds, our team offers end-to-end Salesforce solutions tailored for niche industries along with opportunity evaluation for the entire lifecycle. 

Are you interested in extending your team with the best products from Salesforce AppExchange? Request a consultation today and explore the benefits of hiring us as your strategic partner in enterprise data management! Head for a detailed understanding of the platform with us first!

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

Sales Cloud: What is the Salesforce CRM All About?

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

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

 

What is Salesforce Sales Cloud? 

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

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

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

 

Salesforce Sales Cloud

Generate More Sales

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

 

Salesforce CRM

Boost Productivity 

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

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

 

Make Informed Decisions

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

 

Sales Forecasting

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

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

 

Improved Customization

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

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

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

 

Sales Cloud

Conclusion

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

Salesforce CPQ cloud solutions
Salesforce CPQ

5 Ways CPQ Drives Peak Sales Performance

CPQ (Configure, Price, Quote) cloud solutions are a boon for modern businesses looking for smarter ways to accelerate sales. Together with CRM, CPQ can do wonders for your business. 

Modern businesses must ensure that reps are able to support customers since buying behaviors keep changing. With CPQ, you can automate and centralize products, contract renewals, discounting, business rules, and pricing. 

Salesforce CPQ cloud solutions make data readily accessible in real-time. With the information at their fingertips, the sales reps are able to respond better and faster to customer needs.

 

Let’s quickly go over the 5 ways CPQ drives peak sales performance.

 #1: Improve Performance

Leaders can create a powerhouse of the focused sales force for establishing a great rapport with savvy customers. Surprisingly, most sales representatives spend only 1/3rd of their productive time selling, whereas they end up wasting their valuable time on administrative tasks, which include searching for information regarding sales in spreadsheets, configuring the data, and pricing each product manually.

Assuming that half of the sales are missed only because your competitors were quick in responding to the customer queries while your skilled reps were busy doing these administrative tasks, you ended up losing half your business to your competitors. With CPQ in place, you can be sure that your sales team is armed with the most useful data that is readily available when they need it for quoting on-the-go, grasping the potential to upsell, and discover new opportunities. Make your team smarter to drive sales and derive profits with CPQ.

A vast majority of customers would happily pay you more if and only they have a great experience.  Historically, sales reps have been swearing by competitive offers and relationship building. Today, businesses are more focused on solving customers’ problems and understanding their needs. Leaders can transform their sales representatives into experienced & competent ‘A’ players – capable of suggesting the best products, offers, and discounts automatically with no need for intensive training.

CPQ is a powerful tool in the hands of innovators and modern sales leaders willing to minimize friction and clash in their workflow by obviating manual processes. By eliminating manual work, sales representatives are able to share customized and accurate quotes in seconds.  

 

#2: Fuel Profits

Sales representatives are almost always stressed out about hitting their targets. Are you also among those? Don’t panic! There are countless CSOs who have to struggle to attain set sales-quotas. 

Disconnected channels, rogue discounts, and quoting & pricing errors are the common culprits in it. You can boost your sales velocity by being quick in your response to customers and by exceeding the expectations of your stakeholders. 

And, this is where CPQ can help you in eliminating pricing/quoting errors, cross-sell & upsell in real-time, and other factors that may affect your business revenues and profits.

 

#3:  Gain Full Control

When you eliminate errors and reduce workflow friction, you are able to grow faster. Customer expectations are here to grow further and that will have a direct impact on the sales quota you need to meet. 

With competitive offers raining from everywhere, it is difficult to keep the customers loyal to one business. But that doesn’t mean you need to stress out. With CPQ, you can gain full control of your customers’ sales behaviors and practices.

 

#4: No Guesswork

CPQ cloud solutions can help sales leaders keep their teams on the right track by ensuring that all the regulations, procedures, and rules around the product, discounts, offers, and pricing are followed. It helps align all the channel users – national as well as corporate regulations. 

The sales leaders enjoy great peace of mind as there are no or minimum claims, financial penalties, in case of a dispute. 

CPQ solution helps organizations standardize the behaviors of their ‘A’ players by guided selling, rule-based configurations, apt options for upselling and cross-selling, and discount governance.

 

#5:Simplify Complex Operations

The advanced CPQ solutions offer advanced mobility, new adaptive-intelligence applications, and capabilities of machine intelligence. With these, sales representatives are able to create tailored, precise proposals, and offers for customers when needed, where needed (on which device), and through what channel needed basis. You can, thus, rid your reps of the heavy lifting and help them focus on sales development and customer engagement.

 

Conclusion:

CPQs help sales representatives efficiently convert their leads into customers. Although it’s the sales team who uses CPQ, it must be implemented with other departments.  With the correct Implementation, your business will have a good sales process. To know more about CPQ, connect with us or request for a consultation.

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

Five Ways Banks Can Transform Service Engagement with Salesforce

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

However, this is not the case right now. 

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

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

So let’s get started!

 

Identifying the Most Common Issues

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

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

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

 

Salesforce integration and tools

 

Engage Customer Service Agents in More Complex Tasks

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

What benefit would it confer? 

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

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

Read: How Salesforce Extends Beyond CRM for Banking and Insurance

 

Engage Customer Service Agents in More Complex Tasks

 

Integrating Self-Service with Salesforce Tools

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

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

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

 

Hyper Personalized Solutions

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

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

 

Hyper Personalized Solutions

 

Engaging with Inactive Customers

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

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

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

 

Conclusion

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