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Tag: Digital Transformation

Digital Transformation, Financial Industry, Salesforce Financial Cloud

Digital Transformation in the Financial Industry – Digitising the Sales Process & Transformation Frameworks

Before we know about Digital transformation in the Financial Industry first, we have to understand the definition of Digital transformation.

Digital transformation is the cultural, organizational, and operational change of an organization, industry, or ecosystem through the smart integration of digital technologies, processes, and competencies across all levels and functions in a staged and strategic way.

Digital transformation leverages technologies to create value and new services for various stakeholders. Customers in the possible broadcast sense rapidly innovate and get the capabilities to adapt to the changing circumstances.

Digital transformation is not just about the disruption of technology. It is about value, people, optimization, and the capability to rapidly adapt when needed through the intelligent use of technologies and information.

After getting a general idea about digital transformation now, let’s understand the financial industry’s digital transformation.

The finance organization has emerged as a driving force of this transformation. Chief Financial Officers are often leading digital transformation initiatives by serving as first movers of digital solutions and working with functional leads to quantify the benefits and show potential cost savings or efficiency gains.

ALSO READ: How financial service providers can scale up quickly with Salesforce Financial Cloud

Finance may also have the best understanding of what level of digitization will work best with the company’s current operating model, or it needs to be changed to optimize the technology use. The point is demonstrated via four finance-led case studies across a variety of industries.

Digital Finance Framework

The disruption period highlights and amplifies business vulnerabilities. Chief Finance Officers and finance leaders must safeguard the business while anticipating changing trends, addressing market volatility, and establishing long-term financial and operational resilience across the industry.

By embracing digital capabilities and upskilling, Chief Finance Officers can help insulate their business from disruption and allow the finance function to operate at a high level, even in a remote environment. The digital finance framework brings together operations, insights and analytics, systems and architecture, and the stakeholder experience.

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

Technology Levers

Digital Operations

  • It works automatically without any supervision; it contains intelligent automation software. This is called Smart automation.
  • It provides automated solutions with creative designs, tailored to our customer’s specific needs. This type of automation is called Edge automation.
  • It integrates many processes to work in coordination with each other.

Insights and Analytics

  • The Insights are preventive
  • It contains graphical images or animations which are useful in communicating with each other.
  • It predicts a specific model, which makes our work more comfortable and smooth. 

Stakeholder Experience

  • It automatically processes the finance-related work in a minute and straightforward way.
  • It can be used and can be accessed anywhere, which makes our job very easy.
  • External Stakeholder Portals. It has portals in which external stakeholders can access it to increase the organization’s finance.

Digital Foundation

  • It consists of microservices and APIs, which can make our work easier. We can access data anywhere and any part of the world.
  • It uses Software as a Service as a financial platform.
  • It uses digitization processes like OCR and ICR.

Final Thoughts

Finally, we summarize that nowadays, it is a digital world, and everyone wants to get digital, so the ability to transform using digital solutions, particularly in finance, will help endure the crisis and provide long-term sustainable value. Chief Finance Officers and finance leaders can lead their finance organizations by rapidly embracing technology and adapting to disruption.

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.

ALSO READ: Salesforce for Financial Industry: How to Streamline your Sales Process

Salesforce

Salesforce introducing Experience Cloud, build on the the Customer 360 platform

It’s been a week of announcements for Salesforce, with the latest being the introduction of Experience Cloud, built on the Customer 360 platform. With Experience Cloud, businesses can rapidly go digital by building their websites, mobile apps, and other digital customer interaction points. 

Experience Cloud has been designed by bringing together Experience Builder, Salesforce CMS, Mobile Publisher, and a suite of web apps to transform the entire customer journey. Customers gain a competitive advantage because they have taken the first step, leveraged data to create meaningful relationships, and unified every aspect across a seamless customer journey.

Digital transformation is essential for businesses to survive, with customers looking for online experiences and showing trepidation to visit physical locations. Salesforce is committed to helping businesses craft engaging experiences, empowering them to make intelligent business decisions with the information. They’ve outlined a few guiding principles and some customer success stories at the link above.

Get started on Trailhead here. For more information get in touch with our experts at CEPTES to get started on your digital journey today.

Salesforce

Top Five Takeaways from Salesforce LIVE India

“Trailhead saw 70% uptick in youth sign-ups during lockdown”

Arundhati Bhattacharya, CEO, AND Chairperson, Salesforce India

Last week was the first-ever Salesforce Live event hosted in India, which is a testament to our growing community in the country. The all-day event was kicked off by Salesforce VP of Customer and Market Insights, Karen Mangia who spoke about the importance of developing best practices for working from home and how to achieve maximum productivity.  

Trailblazers from almost every state spoke about their journeys and how they were utilizing the Salesforce platform for delivering maximum growth. One of the biggest announcements which came from the event was that Salesforce committing an amount of  $240,000 in grants to six NGOs across India impacting over 15,000 people. 

 “Digital transformation is not just a nice-to-have anymore – it’s imperative.”

Arundhati Bhattacharya, CEO, AND Chairperson, Salesforce India

  • Digital transformation is more important than ever before with companies reconsidering how their brands interact with customers. The Salesforce platform is helping companies identify areas where digital transformation can accelerate growth and helping them rapidly adapt to the turbulent market. 
  • Salesforce Customer 360 creates a customer-centric business approach. Customer 360 merges communication channels across all internal departments ensuring seamless customer interactions. This enables teams to collaboratively address service issues, predict customer pain points, and create more personalized customer journeys.
  • Employee empowerment is key for success, an integral part of service delivery. Giving employees the right technological tools is important, but at the same time so is helping them maintain a healthy work-life balance. Mental health has become a critical issue and is directly responsible for performance. There was also a 95% increase in the adoption of new technologies within organizations that implemented incentive structures rather than traditional processes.
  • Work.com has emerged as a powerful platform for a safe way for organizations to reopen during the pandemic. The platform allows businesses of any tier to adopt risk management, enable employees to work from anywhere in the world, and focus on building internal collaboration and trust. The environment of safety and security extends to customer and partner organizations while allowing your organization to function as the command center.
  • Salesforce is committed to helping communities affected by the pandemic. As mentioned above, Salesforce has pledged $240,000 to NGOs across the nation who are working towards education, sanitation, and nutrition. As always Salesforce believes that organizations have a social responsibility that aligns with their growth goals and has formed numerous partnerships with major organizations to bring aid to communities deeply affected by COVID-19.
Manufacturing, Sales Cloud

4 Ways Salesforce is Transforming Manufacturing Industry

In today’s world, the manufacturing sector is evolving rapidly. From the first industrial revolution that occurred two centuries ago, to the Fourth Industrial Revolution, or Industry 4.0 of today, the development has been exponential. Industries and their operations are having to adapt to the quickly changing global, political, and economic decisions. At the same time, changing customer expectations are affecting the supply chains throughout the world. To stay relevant and ahead of the competition, manufacturers must adopt a flexible, lean, and adaptable operational strategy. It is crucial for them to embrace technological innovations if they wish to move from traditional mass production to customized production.

Challenges that manufacturers are facing today

There are, however, some challenges that manufacturers may face if they’re unable to embrace Digital Transformation properly:

  • Inability in implementing a flexible business methodology that can be modified and tailored to customer’s behaviors and needs.
  • Choosing what technologies to implement is a challenge, as there are multitudes of options and routes that the company can take; however, choosing what is right for them is not always clear.
  • Budget constraints must be taken into cognizance since many technologies come at a steep price.
  • Accurate forecasting using analytics to understand the trends & shifting market conditions.

The manufacturing companies of today understand that in order to successfully implement a sustainable business strategy, they must optimize their process in a way that enables better decision-making, efficient workflows, production, and better customer experiences. The last goal is the most crucial part, as customer centricity and personalization of customer experiences is the surest way to achieve a competitive advantage.

To stay ahead of the curve, the companies in the manufacturing sector are opting for the best technological platforms and other such integrated systems. Salesforce is the most preferred platform for countless manufacturing companies all over the world. With its wide range of features and integrations, Salesforce eases the challenging process of digitally transforming your business.

Here are top 4 Salesforce’s capabilities that make it the trusted platform for manufacturing companies:

  1. Customer-centric Approach: As we’ve established above, to gain a competitive advantage in the cutthroat competition, companies must place their customers at the center. Salesforce provides you with real-time information on your customer interactions and issues so that you can deliver the best-personalized service. By maintaining customer satisfaction, your digital transformation journey would be hiccup-free.
  2. Transparent Processes: Salesforce lets you drive transparency in a company’s business by ensuring that there is a single reliable source of data. A consolidated view of business agreements, order management, inventory, revenue, etc. helps you stay on top of things.

Such integration of data on the granular level makes decision making a seamless process. Added to that, all your employees have ready access to the information they need, cutting down unnecessary delays.

  1. Forecasting: For a growing business, or for a company that has implemented digital transformation, accurately forecasting the needs and growth metrics is crucial. Even slight missteps can spell doom for the company. Salesforce leverages the power of its advanced analytics tools and powerful AI to help you make accurate forecasts of your planning, operations, finances, and sales.

With accurate forecasts, you can allocate your budget effectively and take a lean approach to resource utilization. Analytics also provides actionable insights so that you can make comprehensive and well-informed recommendations.

  1. Seamless Communication: During times of major technological overhaul, proper communication is critical. A platform like Salesforce allows your interdepartmental teams to communicate seamlessly. The platform connects your other applications and software to the ERP and Order Management Systems so that the information flow is streamlined.

Salesforce also improves your communication channel with your customers. By providing omnichannel communication capabilities, Salesforce lets you respond to your customers’ queries effectively.

With a decade of Salesforce consulting experience in the manufacturing industry, CEPTES brings the power of Salesforce to your company; CEPTES’s Salesforce solutions help you seamlessly collaborate your business processes, gain a complete 360-degree customer view, and secure better returns on investments. Our experts will guide you throughout your digital transformation journey to help you get the best out of Salesforce. To know more, please get in touch.

Salesforce Essentials

Salesforce Essentials: How is it helping SMEs transform their Needs?

While most of the time large companies steal the limelight, it is small businesses that hold the economy tight. Their contribution to the nation’s GDP, exports, employment, and skill development, among others, cannot be undermined. 

However, faced with the current climate, small businesses are scrambling for new ways to not only stay productive but also to keep marketing and sales efforts going. In a world bound by social distancing and stay at home protocols, going digital is a great opportunity to grow your business, generate revenue, and build lasting relationships with customers.

Salesforce Essentials – Helping Small Businesses Experience Digital Transformation

Salesforce, the global leader in CRM, Sales, and Service Cloud has an end-to-end solution tailored for small businesses called Salesforce Essentials. Designed keeping in mind the specific needs of the small businesses, Salesforce Essentials helps you overcome the most common challenges listed below. Additionally, it gives your organization a more robust and scalable solution to manage your sales, marketing, and customer service departments.

  • Not a single source of leads: As many organizations are generating leads through multiple sources like the website, social media, email marketing, cold calling, paid ads, etc., your sales and marketing reps need to constantly switch to different systems to follow-up on leads.
  • Which are qualified leads and which are not: This indicates that you’re investing an excessive amount of time on identifying great as well as poor leads.
  • No visibility on lead behavior: You cannot carry out targeted audience content but you also need to depend on the client to call you by themselves.
  • Losing leads: In many cases, with a poor system or without system users may miss out or lose leads frequently.
  • Lead distribution: As soon as the leads have been hooked and tracked, you require a system to give a direction to that lead to the relevant salesperson.
  • Conversion rates are poor: This is one of the most common issues, because of the lack of nurturing activity, which is why promising leads don’t convert into qualified leads.

Why is Salesforce Essentials ideal for SMEs? 

Salesforce Essentials makes it feasible for SMEs to take full advantage of the powerful Salesforce CRM with consolidated features over the cloud. The CRM for small & medium businesses just requires an internet connection to use, configure, maintain and is very cost-effective. The best part of Salesforce Essentials is that it has reconceptualized its CRM for small businesses in the form of an intuitive and easy to work with interface. As a result, you can have a much faster-personalized view of all prospects, leads, customers, and sales related information.

If you need to track quotes and orders, advance reporting, and if you’re willing to customize and automate processes, set up specific role wise permission, Sandbox integration, marketing campaign integration, workflow approval, the greater need for analytics, etc., then Salesforce is flexible enough to allow customizations and adapt based on your long-term business objectives.

Some More Essential Features

The solution offers a lot of features to automate various critical business processes, so you can invest your valuable time in improving your top-line by tracking emails, phone calls, and meetings to instantly maintain client’s information, document, personalized follow-up, historical communication details without investing your much time in tedious data entry jobs. 

As soon as you sign a deal, Salesforce Essentials consists of tons of features for customer support, and performance tools to assist you, so you can instantly engage each of your incoming leads and make the lead to cash process quicker. Repeated tasks or jobs can be automated and route the jobs to the concerned department and employee. Additionally, you have the ability to update data anytime & anywhere with Salesforce Mobile Application.

The reporting functionality will help you customize reports as per your business needs. Moreover, if you are growing your team size then simply you can add more users at your fingertips. Sales managers have real-time visibility over the internal teams and keep an eye on sales-related activity and pipeline clients by which they can have clear forecasting over the sales with more confidence.

Put simply, while moving ahead with Salesforce CRM, you experience fewer headaches, can seamlessly organize, track, and grow your business without the risk of losing any data. With the Salesforce CRM, SMEs do not need to bother with outgrowing CRM, organizations can promptly upgrade their business with Salesforce when they’re ready.

So, why wait? Let’s adopt Salesforce Essentials with CEPTES and start closing more deals!! To know more, please get in touch.

Hi-Tech

6 Ways Salesforce is Transforming the High-Tech Industry

With shorter product life cycles, companies operating in the High-tech sector are expected to deliver a better degree of customer support to sustain competitive advantage. Mediocre processes and poorly integrated systems spell doom for companies, especially in today’s era of rapidly changing customer demands & technologies. The most common challenges that the high-tech companies of today facing are:

  • Creating appropriate roadmaps for application architecture
  • To decipher and deconstruct relevant data from the vast information available
  • To accurately conceptualize solutions, identifying process entities and the relationships between those entities
  • Recommending best practices to customers
  • Devising and implementing recovery plans
  • Meeting B2B demands

To counter these issues, industry-leading high-tech companies are implementing Salesforce to transform their business and streamline sales processes. As a leading Salesforce partner with over 10 years of experience, CEPTES can help you leverage the solutions offered by the World’s #1 CRM provider.

Salesforce Capabilities

Some salient features of Salesforce that help you get the competitive edge in the market are:

  • Ease of use
  • Lightning-fast implementation
  • Point-to-point customization
  • Easy data management and organization
  • Provision to develop and customize your own apps
  • Automation of tasks
  • AppExchange app development

How Salesforce is transforming the high-tech industry

Companies in the high-tech sector that have implemented Salesforce have seen excellent improvements in terms of their sales. There are numerous ways in which Salesforce benefits the High-tech industry, some of them discussed below:

Exceptional Customer support powered by Service Cloud:

Implementing Salesforce Service Cloud will improve customer engagement, with seamless access to web services, chat, and email from any device and a 360-degree customer view. Critical cases can be escalated to development teams for further examination. In this way, real-time feedback on common issues helps your teams to solve them faster.

Next-gen Analytics:

Using Salesforce Analytics, your business users can explore data to discover new insights. Apart from the functionality to create amazing, mobile-friendly dashboards, Einstein Analytics also allows developers to create their own analytics apps that are highly customizable. Such cloud-based analytics tools from Salesforce can help your company adapt quickly to new trends.

Personalized Marketing:

You can get on top of your marketing strategy with an integration with the Marketing Cloud. The platform provides a 360-degree view of the customer, helping you compile customer data and design highly personalized marketing campaigns. You can manage and evaluate your campaigns by leveraging the power of Google Analytics and Salesforce’s advanced AI.

Accelerated Digital Transformation:

Digital Transformation is all about adapting your current process/ business models to prepare for the future, through technology-enabled change. Salesforce’s offerings enable you to automate processes and business models. With the help of Salesforce, you can automate forecasting, lead assignment, contract generation, quoting, and invoicing. Companies can use AppExchange to capitalize on new opportunities, build and deploy applications with point-and-click ease, and meet demands for CPQ. Further, by leveraging a powerful combination of Sales Cloud, Service Cloud, Pardot, and the Project Management tool, you can accelerate your digital transformation journey.

Collaboration:

Salesforce’s Community Cloud offers community portal options for customers and partners. Customer communities help you set up custom web portals for better integration. You can customize your website’s environment as per your needs with this flexible tool. Partner communities make sure that you leverage your partners’ influence to grow your business effectively. Using partner communities, you can share certain parts of your platform with your partners so that they can collaborate on deals and access sales tools. So, processes like deal registration, onboarding, MDF, targeted recommendations, file sharing, etc. become really easy.

Culture of Innovation:

Salesforce Chatter allows users to post interesting blogs, videos, and websites to keep others up to date on the latest trends. Chatter also helps your employees to get answers to their questions, as well as feedback on your work. Chatter fosters a culture of collaboration and innovation within your organization so that the best ideas get cultivated.

With all these tools in its arsenal, Salesforce provides you with enough power to streamline your sales pipeline and achieve the highest level of customer satisfaction. CEPTES has been the trusted Salesforce consulting partner for numerous organizations in the High-Tech sector. With a decade of Salesforce platform expertise, our certified consultants can guide you at every step of the way to assist you in streamlining your critical business processes. To know more, please get in touch.

Manufacturing, SMEs

How next-gen manufacturers can leverage the power of Salesforce in the Fourth Industrial Revolution

The Fourth Industrial Revolution or Industry 4.0 began way back at the turn of this millennium with autonomous production, Internet of Things (IoT), and Internet of Services (IoS). The past decade has seen an accelerated pace of changing trends, all of which are bringing about optimization – smart and flexible supply chains, tremendous exchange of data, and making everything “smart”. Industry 4.0 has had far-reaching effects on our lives; it has altered people’s way of thinking, working, and mindset. While the benefits of Industry 4.0 outweigh the challenges, the effect has still been felt, and even more so in the small and medium enterprises. They are being forced to adapt to new business models, rethink their organizational structure, understand business cases, and mold their organization according to the industry.

Most Small and Medium-Sized Enterprises of the manufacturing industry are currently looking to regain better financial stability and persevere as much as possible, in the face of shifting market conditions. All these goals are more than achievable with the help of a digital transformation in certain departments of the manufacturing industry. 

Salesforce, the preferred tool of the majority of these organizations, brings in powerful functionalities in the form of its offerings to help them regain financial stability in today’s world of rapid change. You can leverage the power of Salesforce and its various features discussed below to ride the digital transformation wave and gain a sustained competitive advantage.

Powerful Analytics

First and foremost, companies must look thoroughly at their current financial standing, product performance, and account health. Einstein Analytics provides excellent insights, predictions, and recommendations on your day-to-day operations. Your account teams can leverage the power of analytics to discover and optimize processes.

Salesforce can seamlessly be integrated with any ERP connectors and templates that help you capture order information and reduce complexity. A simplified system, like any well-oiled machine, requires less maintenance and consequently fewer resources.

Accurate Forecasts

Salesforce provides a unified view from which your teams can collaborate in real-time to develop faster and more accurate forecasts. New opportunities can be easily identified and followed. You can even create your own forecast algorithm and metrics suited to your business. Accurate forecasts help you capitalize on every possible lead while making sure that optimum use of resources is done. 

Customer is king

Manage your customer relationships and drive business growth with real-time visibility into the sales process and key accounts. Salesforce provides a 360 view of customer activity and relationships as well as the shifting market conditions and consumer demands. Salesforce Community Cloud is well equipped for this operation and helps you stabilize demand and supply.

Inter-departmental Collaboration

Salesforce Manufacturing Cloud enables seamless and fast communication between various departments in your organization. Integrating Community Cloud with Marketing Cloud provides a real-time view of account activities to help you remove bottlenecks. Removal of bottlenecks is an effective way to boost productivity and achieve stability.

Leverage Channel Partners to drive more revenue

Salesforce’s robust Channel Management helps you benefit from your relationships with channel partners to drive more revenue. Using the platform, your manufacturers can collaborate directly with dealers and distributors on marketing, sales, and services. Partner Communities provide superior account management across new and run-rate revenue schemes.

With all these capabilities and more, you can count on Salesforce and its vast array of tools like Sales Cloud, Marketing Cloud, Communities, and Analytics to stabilize your financial stream and drive accelerated growth. CEPTES has been a leading Salesforce consultant for more than ten years, and our certified consultants, with their comprehensive knowledge and experience of providing Salesforce solutions & manufacturing industry expertise, will make sure that your company sails across any disruption smoothly. To know more, please get in touch.

SMEs

Why should SMEs opt for Salesforce?

Gone are the days of tardy pitches over innumerable inconvenient sales calls that struggle to retain information and customers, let alone bring in new leads. The world of sales needs a digital transformation into an efficient system where each cog has a purpose.

Small and Medium Enterprises (SMEs) rely heavily on sales teams to pitch their services and/or products to new customers or update existing customers with better deals. Despite all their efforts, the reason why sales teams often fall shorter than their original goals is because of the lack of an organized, flexible, scalable structure to support their hard work. In a world that runs before it walks, an SME simply can’t afford to lose customers due to the absence of a streamlined sales process.

The CRM approach

CRM (Customer Relationship Management) tools allow the sales team to manage all customer-related data at one place, to be retrieved anytime, anywhere, and from any device. Whether you’re making an urgent call or pursuing a game-changing lead on-the-go, a powerful CRM has your back.

Process automation

Software solutions automate critical parts of the sale process to ensure quick responses and better lead generation. Imagine an automated process that takes care of lead distribution, lead prioritization, responding to FAQs, analyzing reports, and getting sales alerts! With a digital transformation, all of this is possible and more.

Better security

The conventional approach to sales includes loosely recorded information, loss of leads from previous sales reps, disgruntled employees who turn rogue, and a vulnerable database. A CRM software solution provides a more secure option for crucial data.

Why Salesforce?

Salesforce the #1 CRM in the world, is the perfect CRM solution for all your needs that integrates companies and customers on a singular forum. While most of the small businesses wonder if Salesforce is for bigger enterprises, you can actually implement it to start your CRM journey. Certainly, you need to perform some customizations, integrations, and configurations to meet your specific business goals, but with the right Salesforce partner, you can achieve what you really need.

Sales process optimization & streamlined customer service are extremely crucial for any company, and SMEs are no exceptions. Moreover, SMEs are more concerned over their customer service and sales ROI, and using a platform like Salesforce will certainly help them transform their needs. 

How Salesforce can help SMEs?

  1. Start instantly with easy set-up
  2. Sell smarter with in-built intelligence
  3. Offer enterprise-grade customer service
  4. See all your customer info in one place
  5. Scale your business with the world’s #1 CRM
  6. Affordable pricing
  7. In-app tutorials & guided set-up

CEPTES is a global provider for Salesforce services, via consultation, digitalization, and innovation. We provide a one-stop-shop for a plethora of services, some of which are listed below:

Salesforce Implementation Services 

Partnered with Salesforce.com, we provide an economical solution in the form of CRM implementation and integration.

Salesforce Customization Services

CEPTES ensures custom-built, hand-crafted, tailored solutions to fit the designs and requirements of your SME. We deliver a product that’s unique to your SME’s processes and milestones, thus optimizing your Salesforce. Also offering continual support, even after the delivery of the product, to ensure seamless integration.

Salesforce Advisory Services

As your numero uno Salesforce consultant, CEPTES performs regular audits, assesses roadblocks or gaps in achieving goals, recommends solutions, and identifies opportunities.

Salesforce Analytics

CEPTES provides an in-depth analysis of your salesforce so that you can make quality decisions based on actionable data-driven insights. Make farsighted business decisions with AI at the helm.

CEPTES, and in extension Salesforce, have managed to revolutionize the sales industry by making the impossible possible. In a world that wishes to achieve an exponential increase in targets, truly opening the portals for success. SMEs often lack the well-oiled machinery required to establish greater visibility, credibility, and authority in a dynamic market.

CEPTES can strengthen the Salesforce for small businesses, making their targets more achievable, their processes methodical, and their success inevitable. Get in touch for more details.

Salesforce Integration

Top 4 Considerations for Salesforce Integration

One of the most common issues faced by most of the industries is with regard to disparate data sources and the siloed systems. Integrations across a company can bring enormous challenges for both the SaaS/Cloud Service providers as well as the business users. As per research, about 54% of businesses missed their project deadlines in the past six months due to problems related to Cloud Integration. 

Additionally, in the last 3 years, every one in two businesses completely abandoned a Cloud app due to integration problems. Furthermore, it is estimated that more than half of the Cloud adopters tried using Cloud Integration, but failed at it. This complex data integration issue calls for a solution, and yet again someone has solved it.

The Salesforce platform has successfully introduced its own Integration Cloud. A SaaS offering with the most advanced technology for delivering connected customer and service experiences by using next-gen solutions for Data Integration. Offering a plethora of benefits, like efficiency, accuracy, and quality. Leading to enhanced user experience and ability in improving the ROI of each business user. With the MuleSoft Anypoint Platform, Salesforce customers can integrate data from any system to deliver critical and time-sensitive projects.

The points discussed below elaborate on the functions and benefits of the Salesforce Integration Cloud to boost productivity and improve the ROI.

Better Native ERP Integrations

One of the most worthwhile integrations that can lead to high-performance sales and drive greater ROI is through integrating Salesforce with your existing ERP. Since Salesforce has strong integrations with MS Office Applications and other social media platforms, it allows you to gain quick insights into the sales leads. These integrations, in turn, lead to less manual work and drive more revenue.

Enriched Customer Experiences

For ensuring perfect sales automation, it combines a unique set of services and tools for connecting every system, device, and customer to the surface data irrespective of its residing location. These tools and services also ensure connected Customer Experience (CX) beyond different channels. 

For instance, a developer can make use of the Lightning App builder for integrating the data regarding the commerce order history into the Lightning service console for transforming service interactions into cross-selling and upselling opportunities, and accomplish all it without leaving their comfortable console.

By contributing to the data accuracy, efficiency, and quality, Salesforce Integration Cloud can cause improvements in your ROI.

Enhanced Integration Platform

The Integration Platform offered by Salesforce Integration Cloud can offer a comprehensive solution for all of the needs related to Data Integration. The Integration Platform combines the critical capabilities of a comprehensive Data Quality, Data Governance, and Data Integration solution into a sole unified Cloud-based platform for efficiently integrating real-time organizational data, devices, services, processes, business partners, and systems across any cloud. The extensive Data governance capabilities offered by the Integration Cloud allow the customers in meeting their unique business needs through a single platform for collaborating across projects seamlessly.

The consultants at CEPTES give you intelligent sales process insights that focus on customer needs. These insights play a favorable role in contributing to improving your ROI.

Improved Connectivity

Working inside an organization is a taxing experience, as all the team members need to perform different tasks at a given point in time. One of the major problems faced by the team members is with regard to the non-automation of the routine tasks. If you want your business to have a complete digital transformation, then integrating siloed systems can efficiently work towards automating the routine processes and tasks by connecting to other Salesforce systems, on-premise systems, or external cloud on a unified platform. 

It has an advanced AI and app integration through which the business users can directly embed intelligence into their apps for gaining instant access to additional capabilities that help in keeping their business moving forward. This benefits the team by making them focus on generating sales and improving the revenue of your business. 

What can you achieve with a connected experience?

  • Seamlessly connect any system, Salesforce, or external, whether in the cloud or on-premises, on a centralized platform.
  • Drive API-led connectivity by getting rid of inflexible custom code and optimize business agility with application networks.
  • Enable teams to discover and reuse integration assets to build upon prior projects and address new business priorities.
  • Enable your entire ecosystem of developers, partners, and customers to create new revenue opportunities and top-notch customer experiences with packaged APIs.

Being a global Salesforce partner, CEPTES can provide the consultation and solutions required to boost business efficiency. A highly integrated business solution can increase the performance of existing business architecture. It uses the right strategies for increasing customer engagement and improving the ROI of businesses spread across different verticals. 

Get in touch with us to know more about our end-to-end Salesforce Integration Services.

Healthcare

How to Deliver Streamlined Services with Salesforce’s Healthcare Solutions

Salesforce offers transformative solutions to the healthcare & life science industry to deliver seamless, transparent, and intuitive healthcare services to take patient relationships and healthcare innovation to new heights. With Salesforce Cloud services, healthcare service providers can forge stronger relationships between patients, payers, and service providers. You can face the ever-growing challenges of the healthcare industry head-on, by using Salesforce.

The Salesforce Health Cloud has added even more tools in its arsenal now, further helping build a more comprehensive system for payers and providers:

  • The healthcare provider management system provides a single point for healthcare workers and doctors to efficiently manage patients’ accounts and activities.
  • Einstein Analytics for Healthcare provides industry KPIs and built-in dashboards to help agents and managers keep track of performance.
  • Leveraging the power of Salesforce Community Cloud, you can connect to patients with a single engagement platform that helps them access the right services faster which drives higher satisfaction.
  • Automated workflows & processes powered by Salesforce will help you to streamline processes & enhance productivity.

With a 360-degree view of your patients, Salesforce will help you personalize your patient care experience by:

  • Helping you accelerate the acquisition
  • Streamlining and improving sales & service
  • Increasing enrolment
  • Assisting in digital transformation and innovation
  • Pinpointing add-ons and specializations for your patients
  • Streamlining your sales
  • Fostering collaboration across ecosystems
  • Reducing Time to Market (TTM)

Providers

With Salesforce, providers get access to more insights and control over their patients’ experience.

  1. Provide personalized 1-to-1 experience to your patients, from acquisition, care coordination, and engagement, and forge enduring relationships with your patients.
  2. With a single point of engagement for all patient data, your healthcare teams can collaborate and deliver the best patient experiences seamlessly.
  3. Salesforce Health Cloud provides a single engagement platform for your patients so that they can access your services faster. This will also help you cut down excess operational costs. 

Payers

We understand that payers have to carefully balance the demand for lower medical costs and value-based care. Salesforce can help payers provide customer-centric solutions and ensure their business doesn’t suffer.

  1. From sales and enrolment to administrative and clinical support, you can provide a truly connected experience to your members.
  2. Salesforce’s Healthcare platform connects sales teams, brokers, and employer groups, thereby shortening cycle times, improving sales insights, and reducing paperwork.
  3. By integrating the Healthcare Cloud and Marketing Cloud, Salesforce can help payers improve visibility, data tracking, and workflows.

Pharma

Salesforce provides solutions that help Pharma companies maintain their relationships with varying stakeholders, like patients, caregivers, insurers, and healthcare providers.

  1. Salesforce solutions ensure data integration to help the health information systems work together to effectively deliver healthcare services.
  2. Salesforce’s 360-degree view helps you create patient-centered personalized experiences.
  3. The advanced analytic tools of Salesforce help you measure the effectiveness of your patient engagement activities.
  4. With exceptional connectivity and dashboards, Salesforce helps companies conduct clinical trials while maintaining data integrity, patient privacy, and protocol adherence. 

Medical device suppliers

Salesforce’s unique solutions help medical device suppliers respond to challenges like massive R&D costs, data integration, ROI, and data management.

  1. Salesforce’s advanced analytics tools can help you understand and accurately measure your ROI.
  2. Salesforce ensures that you maintain data integrity and interoperability so that your devices can collect, analyze, and share information effectively, in a regulatory and compliant way.
  3. Salesforce solutions are customer-oriented, which means you can get insights on how to engage with your patients better.
  4. With extensive industry expertise, Salesforce can guide you through the application of technology like AI and IoT in your business.

Salesforce goes way beyond the traditional silo-based systems to deliver an engaging, seamless, and holistic experience to patients. Being a Salesforce partner for more than 10 years, our team of healthcare industry experts at CEPTES will help you enhance performance, optimize processes, and promote a dynamic healthcare environment for your clients. CEPTES can be your digital transformation partner in order to help you scale up to a modernized, agile, secure, and scalable system so you can build a next-gen healthcare system.

Please get in touch with our experts to know more.