Tag: CRM

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.

Digital Transformation in Insurance
Digital Transformation, Insurance

Digital Transformation in Insurance: Opportunities and Challenges

The insurance industry is crucial for an economy. The pandemic changed the way insurers operate, and several processes such as sales, service, claims, and others have been transferred to digital channels. 

A year has passed since these changes were implemented where employees and insured persons alike have got used to the new normal. 

That being said, there are tremendous opportunities in the digital sector that could benefit both parties at either end of the insurance spectrum if embraced. 

Here we discuss some of the challenges and opportunities and how they could be leveraged. 

 

Omnichannel Access to Services

People preferred buying policies and doing basic tasks such as paying insurance premiums by physically going to the office. The pandemic forced people to ride the digital horse and strengthened the online service ecosystem. Now that customers have made a move, such practices must be encouraged. 

This could be done by providing omnichannel services to the customers. An insurance company should provide multiple touchpoints to the customer, such as mobile apps, websites, and so on. 

Further, efficient measures to check customer credentials and health status be employed so that insurance fraud is decimated and no impediments come in the way of due diligence.

 

Utilizing Customer Data for Better Services

Data is the king in the present times. While getting data isn’t tough, presenting it in a meaningful way is. Salesforce could present the data to help the employees get proper insights and make efficient marketing decisions. 

Also, as per research, customers don’t mind sharing their data if better services could be provided. It becomes important to offer personalized services to the clients who aim at the pain points. 

This would increase the return on the investment done and lead to more satisfied customers and higher customer retention.

Read: 4 Effective Tips to Use Salesforce for Customer Retention

 

Keeping a Vigilant Eye on the Data Protection

The stringent laws about data privacy and data protection such as GDPR, the Personal data protection bill of India, and others belonging to different countries worldwide need to be strictly complied with. 

Treating data with high-handedness could invite high penalties and even a ban on the operation of the company. This has necessitated contacting attorneys specializing in data privacy laws to create a proper strategy and road map of data acquisition and protection. 

The world is wary of security breaches, cyber-attacks, and online fraud, and it becomes important for insurance companies to handle such threats efficiently. This would repose the trust of customers in the company’s operations.

Read:  How Salesforce Extends Beyond CRM for Banking and Insurance

 

Breaking Down Silos, Connected Digital Ecosystem

Just a few decades ago, almost every industry used to work in silos. This means there were straitjacket divisions between different departments of the same organizations. However, now there is a high need to connect the different departments so that synergy could be ensured in the whole company’s functioning.

Tools such as Salesforce allow the companies to integrate the data between different teams leading to better decision making, planning, and implementation.

Several strategies, such as account-based marketing, increasingly rely on sharing of data to combine sales and marketing departments’ efforts so that one doesn’t create bottlenecks in others’ work. 

 

Conclusion

The pandemic has pushed us years ahead when it comes to adopting a digital way of working and living. From the legal to even consulting industry, every industry has saved costs and benefitted tremendously from this digital move. It is high time that insurers adopt this new way of functioning and strengthen their operations, benefitting both the customers and the company. To know more, connect with us or request a consultation here.

featured-image
Cloud, CRM, Salesforce, Salesforce Anywhere, Salesforce Consulting, Solution

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

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

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

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

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

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

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

 

A Quick Introduction to Salesforce CRM

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

 

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

 

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

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

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

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

 

Amazing Benefits of Salesforce CRM for Your Business

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

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

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

 

Bring All Relevant Data at One Place with Salesforce CRM

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

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

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

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

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

 

Fetch Pertinent Client Data to Boost Engagement & ROI

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

Boost-Engagement-&-ROI

CEPTES is a Salesforce Silver consulting partner who can help to amplify the business value of your Salesforce.com investment through consultation, innovation, and digitization. If you want to grow your business, connect with us or schedule a demo

Discover the Benefits of Having a Field Service Automation Solution
Field Service Management, Salesforce

Discover the Benefits of Having a Field Service Automation Solution

Automation is everywhere. And never will be more in demand than in a work-from-anywhere world.

Let’s begin. Will we?

In a world where delivering impeccable customer service has become a necessity, optimizing the field service operations has become vital. Field service management involves collective processes, policies, and procedures that field service organizations use to manage resources such as technicians and workers in the field. 

In the field service landscape, everything moves quickly, i.e., technicians, dispatchers, and other team members can get the job done and get it done right. Executing such fieldwork and managing in this situation is very difficult and requires technological interference without losing our primary goals in field service, which are improving performance, reducing costs, personalizing service, resolving customer cases faster, and promoting safety. 

Field service automation involves using technology to streamline those processes, policies, and procedures with an overall increase in field services’ efficiency. Field service automation software automatically pairs the right technician to the right job based on the work order’s requirements and the technician’s skill set. With its warranty management module to automatically capture and manage warranty activities, as well as to automatically submit, track, and confirm all open claims.

Few of the innumerable benefits of Field Service Automation can be enumerated as:

Go paperless
All the data is stored in the cloud, which allows easy access, indexed archives. There is no need to worry about manually filing paperwork or misplacing important information in the future – everything is stored in the single consolidated data repository.

A massive deal of problems originates from depending on paperwork. Thus, Field Service Automation beholds the potential to revolutionize field services. 

Skilled technicians
With their smartphones, tablets, and other mobile devices connected to their organization’s field service automation solution, Skilled technicians can quickly review work orders, list of inventories, service-level agreements (SLAs), and much more out there in the field. And, should they need help to diagnose a repair, they can call into their dispatch center for more information or ask for backup, thereby increasing their first-time fix rate.

Skilled technicians exponentially increase your organization’s efficiency. They can do their work efficiently and, in the end, help you to grow beyond the horizon. 

Faster invoicing
With this solution, a technician can submit all relevant details about work done, including time spent, parts and materials used, and even the client’s electronic signature while still being on site. The next processes are as follows, the field service automation software automatically generates an invoice for the work done, taking into consideration discounts, warranties, and so on.
With traditional invoicing methods, a lot of time is lost in vain. Digital invoicing, with its no physical interaction, will work best in this post-pandemic phase.

Real-time scheduling
Use of field service automation software empowers you with dispatchers with complete access to and transparency of technician’s work schedules, so that they can improvise, reschedule, and update jobs within a few seconds.

Physical intervention in these unprecedented situations is challenging and requires immediate action. Automation solves it with its omnipresence.

Connected operations
Field service automation tools can be integrated with other external tools such as CRMs, ERP systems, CTI, etc. in order to help the service providers equip their field service agents with all the necessary information at their finger-tip to address the customer cases better. With all the customer data with them, field service agents can resolve cases faster and drive higher customer satisfaction.

Monitoring & analysis
This is one of the top-most aspects of a field service automation tool. With real-time monitoring, work orders can be auto-scheduled and assigned to the right/available service agent or technician. Performance can be tracked in terms of the time taken by the agent to resolve the customer issue, customer ratings, etc. An efficient field service automation solution can really lift your customer service standards with timely service delivery & performance analysis.

CEPTES is a Salesforce Silver Consulting partner striving hard to help others to come back in the post-pandemic phase and make them efficient in their respective fields. We believe growth is a collaborative effort and demands everyone’s equal effort. In order to help you streamline your field service operations, increase the productivity of technicians & service agents, boost customer satisfaction with faster on-site service delivery, we offer the best-in-class field service solutions. To know more, please contact us.

ALSO READ: 10 FACTORS YOU NEED TO CONSIDER WHEN BUYING A FIELD SERVICE SOFTWARE

Customer 360, Salesforce

5 Steps to Plan your Customer 360 Marketing Journey Strategy

Is your number of customers or customer strength unlike anticipated?

For a start-up or an emerging business, the number of the customer is the real metric of success. The more no. of customers you have, the more success you are ought to have.

To keep your customer, you need to efficiently market your product and make them realize the real value of the product.

Follow the below steps to solve your problem and grow your business:

Know your customers

In the age of digital, 

Data is more expensive than oil.

So, focussing on growth without knowing the customers is no more possible. 

It is most likely that you already have enough data about your customers, or you have active sources that can provide detailed data related to you and your customers.

Analyze the browsing history and transaction data that you have irrespective of whether the journey resulted in a purchase or not.

If you are a Salesforce customer (if not, what are you waiting for?), you are already abroad. Salesforce collects your customer data and manages everything for you. With its in-house facilities, you can grow your business smoothly.

Connect the dots

With this readymade data availability, there comes inevitable corrupt or inaccurate data that requires cleaning and organizing them into sensible data.

With the use of sophisticated apps in the AppExchange platform, you can organize your data seamlessly without any extra effort. You can also get apps that help you to visualize the data collected through Salesforce.

Data science and AI

Take refuge under data science with Machine learning to make sense of the data collected. Customer Psychological behavior is very complex and requires developing models to interpret the data accurately. There is no better way to model the data than using Machine learning.

Einstein AI, a comprehensive AI for CRM, makes you an AI-first company so you can get smarter and more predictive about your customers. Einstein AI has the potential to evolve your Sales, service, Marketing, and IT sector. To start using Einstein AI, you need to put your data in the Salesforce, which Einstein AI is powered.

Time for some action

The data analysis should have given some insights into customer behavior out of the raw data. 

Now, it’s time you should value personalizing interfaces such as email, website, mobile app to direct your customer towards buying decisions or get rid of likely hurdles such as high shipping fee, few payment options, etc.

It’s essential to know that your customers can reach your goal and their desired goals.

This might sound nothing to you, but these are all very essential in CRM. These are various apps available in the AppExchange platform that can aid you in developing robust CRM through Salesforce.

Customer’s journey to you

Need to understand your customer behavior while interacting with your services and the journey that directs your customer to your goal.

A large conversion funnel is essential to understand the customer buying process. Identify and map the steps taken in the most popular journey by the customers to buy your product.

Mapping the customer journey and visually laying out will help you to identify gaps in your system.

Summary

  1. Collect customer data
  2. Organize the data obtained
  3. Analyze the data obtained
  4. Take insight-based action
  5. Understand your customer’s journey

CEPTES is a Salesforce Silver consulting partner that can guide you as your strategic partner to speed up the business value of your Salesforce.com investment through consultation, digitization, and innovation. If you are thinking of growing your business using the Salesforce platform, we can help you to know more. Please get in touch.

CRM, Real estate

Why you Need a Real-estate CRM – Top Five Reasons

The real estate sector has been one of the top contributors to any economy. With continuous process automation & digital transformation, the industry can streamline it’s critical business processes & sustain in a highly dense competition. However, the real estate industry is one of the most inactive technology adopters in order to automate certain repetitive manual tasks and concentrate more on accelerating revenue growth. 

However, the current pandemic has caught the sector hard and modern-day realtors are looking for innovative ways to bounce back strong. Driving more sales and minimizing manual tasks are the key goals, and this is where a powerful CRM comes into the picture. 

In the new normal of a virtual world, where it has become more essential to reach to your target audience digitally, realtors today are looking to enhance their reach, accelerate sales processes for faster deal closures, minimize human interventions in critical business operations with next-gen automation, leverage the power of analytics to unlock business insights & drive top-notch customer engagement to streamline future sales funnel. A comprehensive CRM solution tailored to meet specific real-estate business goals can help realtors achieve more in less time.

So, here are the top 5 reasons why you need a real estate CRM for your business. 

Efficient Database Management:

  • Managing a customer database is a tedious task for any real estate developer and broker (Channel Partner).
  • Daily working on the excel sheets, managing leads, and the right information is complicated; also, data is not available at one click.
  • Multiple executives work on handling customer queries and managing databases, which results in so many errors in data.

Lead Nurturing:

  • The whole industry works on daily lead generation to get clients from the market. Lead nurturing will help a company to know the potential of any inquiry received. 
  • It can also help you to capture the leads online through any platform. You can get the details and communicate with any of the leads.
  • Through the CRM, you can email or SMS and keep nurturing leads, till leads reach at the bottom of your sales funnel for final closure.

Relationship Management:

  • Do you know why channel partners, close top deals, and get so many referrals? It is because of their relationship with people.
  • We know it’s a bit difficult for companies to do it, but your CRM can help you build strong relations with prospects and end customers. 
  • It will always remind you about your activities with any prospect or customers, like birthdays, anniversary, which will help build personal relationships. 
  • You can always send them festival wishes, newsletters, and any information with one click through CRM.
  • So CRM not only helps you to maintain a database but allows you to build relationships to drive business.

CRM helps you to automate your marketing:

  • A Real Estate CRM can directly capture all online leads through integration.
  • You can also set your email or SMS campaigns, and you can run drip campaigns, which can keep nurturing leads.
  • Different CRM Tools can capture all the activities and communicate with the related prospects. Like chatbots, Mailers, SMS, and data capturing can ease your marketing efforts and help you save your time on each activity.

Reports:

  • A real estate CRM can help you to generate lots of unique reports at one click.
  • These reports can help you to know the detailed analysis of the activity happening around each department’s project. 
  • Reports will not only help you to analyze the performance of individual team members, but it can also help you analyze which marketing activity is working for you and ROI on each activity.
  • You can generate lots of reports like leads, visits, marketing spends, ROI on each effort, source of leads, and ratio to visit and closure.

Wrapping up

Salesforce has been doing exceptionally well in transforming the real estate industry with its Customer 360 platform by optimizing critical business processes such as sales, service, marketing, etc. With Salesforce powered CRM realtors can improve sales processes, achieve greater visibility, reduce significant operational costs & time, enhance productivity, and ensure a comprehensive 360-degree customer view. As a Salesforce partner company, CEPTES offers CRM solution ‘RealE360’ tailored for real-estate players. To know more, please get in touch.

ALSO READ: How Salesforce Can Help Your Real Estate Business

Salesforce, Salesforce Managed Services

Salesforce Managed Services- Why you need the experts

Salesforce is known worldwide as one of the best CRM platforms. However, with your ever-evolving business models as well as Salesforce’s tools, it becomes quite difficult to stay on top of the latest features and functionalities. With a proactive approach rather than the same-old reactive approach, Salesforce Managed Services aim to nip any potential problems in the bud.

Most of the companies have their own de facto administrators. Others use the services of outsourced professional services. This method of working proves costly and needs to be altered frequently, in accordance with new features of Salesforce, as well as changes in the company’s operations. With Salesforce Managed Services, a company can leverage the expertise of the Salesforce admin team for much lesser costs than it takes to hire in-house personnel. Your Managed Services Provider assigns resources to handle various tasks, from administrative tasks, custom development, bug-fixes, user training, data migration, release management, etc.

The benefits of Salesforce Managed Services are numerous, and the most advantageous ones are discussed below:

Dedicated team

The Salesforce Managed Services provider gives you a dedicated team of experts focussed on ensuring that Salesforce is running effectively as per your business. This means that your employees need not concern themselves with administrative tasks, they can instead focus on the core products and services. With a proactive approach, your Managed Services partners make forward-looking decisions to adapt to any future technological changes, thereby streamlining your operations.

User Engagement

Using these services improves user engagement. Any queries about the features and updates can be answered quickly and easily by the Salesforce experts. The experts will train the users and let them know the best ways to use the platform. With extensive technical experience, the experts are equipped to handle all types of customer concerns. You can, therefore, entrust the job of resolving customer queries to the experts.

Updates and critical issues

Updates and security patches are often very frequent, and it is difficult to keep up with them. With Salesforce Managed Services, companies need not concern themselves over keeping up with them; it gets handled automatically. A Salesforce Managed Service provider will inform you of critical changes that you may otherwise ignore and will ensure that your systems are up to date with Salesforce’s latest patches and updates.

Cost-Effectiveness

As opposed to full-time specialists that charge a premium, the pay-as-you-go model of Managed Services is highly flexible and scalable. The team of experts is available whenever you need them and you pay only when the services are provided. Whether you need work done once a week or once a quarter, the team is available accordingly, round the clock. The experts take the time to become well versed with your company’s system, internal setup, and its requirements.

Risk Identification

Managed Services enable you to identify risks at an early stage, reducing the potential damage considerably. Instead of wasting time and effort in damage control, you can focus on your core competencies. By anticipating risks and needs in advance, you can deliver the best services by expending less. This makes Managed Services extremely cost-effective and versatile.

Flexible Team

Your Managed Services Provider gives you access to experts of every role that you require, at any stage. You can get just an administration expert when you’re rolling out your platform, you can get a developer during the development phase, and so on. In this way, Managed Services offers you the flexibility to get experts as per your requirements.

To summarize, Managed Services offer expert help that adapts to your needs, scales with your operations, promotes flexibility, and allows your employees to focus on your core competencies so that you can make the best out of Salesforce. To know more, please get in touch with our Salesforce managed service experts.

CRM, Salesforce

How customizing your Salesforce CRM can help you enhance productivity

As a powerful CRM tool, Salesforce can be configured and customized according to the business needs. We can customize each & every type of record, standard tabs,  including the addition of the custom fields and setting of the page layouts.

We can also customize search, tagging, and user interface options for our org. In addition to that, every Contact Manager, Group, Professional, Enterprise, Unlimited, and Performance Edition user can customize various personal display options.

What is Customization in Salesforce CRM?

Salesforce CRM customization is the custom development and coding to add robust features to the CRM platform. We can integrate these customized features with our business as per our need to have a scalable impact.

Customization of Salesforce CRM is not only easy to use but also will help to grow the business exponentially.

Salesforce Customization Examples:

There are numerous examples of customization, and few of them are;

Apex triggers, Apex Classes, Different third-party integrations, visual force emails, alter the page layout using CSS and building visual force pages.

Few Best Practices of Salesforce CRM Customization

For the success of Salesforce Customization, below are few best practices that need to follow. 

  • Plan well ahead before the customization. 
  • Organize and prioritize the customization process.
  • Use a sandbox environment to create the customizations without affecting other users. 
  • Always take help from the Salesforce Experts.
  • Use other required tools that will help in the customization. 
  • Test very well before the final deployment of the customization.
  • For better communication, use simple, concise, and structured naming conventions. 
  • To avoid change or duplicate, add details about the feature, which will help other developers to understand the customizations.
  • Provide help texts for the ease of the usage of the customization to the end-user.

Few must have Salesforce CRM Customizations are

Custom Portal 

Salesforce custom portal will help a great end-user experience. As an example, the custom client portal will help to enhance the client’s and our convenience. 

Likewise, Salesforce partners, or Salesforce employees portal can use to streamline the communications among the partners or teams to boost and grow the business.

Customized Dashboards

A custom dashboard in Salesforce CRM will help us to view a 360-degree view of our business processes and opportunities. 

Now, let’s consider the applicability of customized dashboards in the  Real estate industry. We have extensive data from clients, and we want to keep track of our sales funnel. Having a personalized dashboard, we can create custom modules to have a record of our leads, buyers, sellers, property listings, brokers, agents, etc.

Customized Views

Customized Views is the next Salesforce customization that can improve business performance. With this, our customers can have flawless experience and extend the functionality of our Salesforce. 

Now, we won’t face the issue of default restrictions, as customized views will give more functionalities such as list views, custom forms, options to upload the attachments, etc.

When will we choose our Salesforce CRM Customization?

We can choose Salesforce CRM customization in any of the below situations:

  • Integration of third-party (like ERP, an e-commerce system, etc.) need for better performance of the business process to execute.
  • When we need more detailed reports and dashboards that are interactive and well-built to get the required information.
  • When it is difficult for the end-users to adapt to the configured platform.
  • When we have some budget and dedicated timeline set for customization.
  • When we have large amounts of complex business data which is difficult to cover with the default functionality of Salesforce.

Now we know the customization of Salesforce CRM, we can implement whenever we feel the need to help our platform & grow the business. 

With customized CRM, we can streamline processes, increase revenue, enhance productivity, get more ROI, and much more.

If you are looking for Certified Salesforce consulting services, then contact us today!