Tag: Process automation

Salesforce Consulting, Salesforce Financial Cloud

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

The financial sector is going through a  rapid shift in market conditions and consumer demands. Gone are the days when a standardized, one-size-fits-all approach worked wonders for every client of the banking or financial sector. Today consumers are looking for more from the financial service providers; they’re looking for an intensive approach that meets their customized requirements. Despite the ongoing pandemic, the financial sector has held it’s head high and diligently worked to cater to newer requirements in a changing global scenario. However, this task can be made simpler manifolds through various process automation via integration of Cloud offerings and CRM software tools. 

Increasing productivity across departments

Whether it be the accounting staff or the director of finance, managing multiple departments and a multitude of teams is not an easy task. Lack of transparent communication, irregular data entry, or delayed communication can put a pause on your enterprise’s efficiency. 

Thankfully Salesforce Financial Cloud allows you to streamline all your processes and work on a centralized database. It ensures synergy between all teams, departments, managers, and employees. Any changes in real-time organizational data can be communicated well within time. 

Personalized service

Offering your clients a personalized approach can set you miles ahead of your competitors. Use data to drive innovative solutions and build strong customer relationships in the process. Integrate Salesforce Financial Cloud to gain actionable and valuable insights into your client’s requirements, household, family, and business networks. Deliver a holistic experience and open doors to newer, better ways of connecting with your consumers.

Deliver a better digital experience

Digitalization is needed not only in managing the internal operations of your financial enterprise but also in the methods of delivering service. Whether it be real-time service responses or even simple on-boarding, now you can deliver a digital-first experience. 

Better customer-service

Use the excellent combination of API-enabled connections and a robust CRM software to transcend digital boundaries in customer-service. Owing to the cloud offerings and CRM tools, anytime a customer has a complaint or needs assistance, you can get the entire history of their complaint with a single click. Strengthen organizational data culture and strategy to effectively meet demands, resolve complaints, and boost customer loyalty. 

Seamless experiences (loan/insurance/mortgage)

Loan, mortgage or insurance services shouldn’t seem complicated. Break down walls between insurers and policyholders and ensure transparency with CRM and cloud infrastructures. In times like these, it becomes even crucial for the finance industry to be consumer-centric and deliver a common platform for seamless interaction between borrowers, lenders, brokers, and customers. The more seamless the communication, the faster the engagement, and the better the results. And this is how Salesforce Financial Cloud helps. 

Analytics

Keeping an eye out for changes in real-time organizational data, financial predictions or forecasting is the optimal way of leading change through data. The right CRM software not only allows you to do all of this but also helps you keep a track of inter-departmental data. Getting useful information and forming quick decisions in the face of shifting market conditions can give you the required edge to lead the sector. 

Want to know more, Let’s talk.

Real estate

How the real-estate industry can leverage Salesforce to streamline their sales funnel

The real estate sector, being traditionally unorganized, has always been slow to adopt new trends. However, lately, there has been a significant change in the real estate model. The recent surge in the availability and capacity of custom digital technology has affected the realtors too. There remain numerous challenges that realtors have to contend with:

  • Fierce competition
  • Low demand in the market
  • Customer expectations
  • Lack of proper communication channels
  • Lack of proper analytics

Given the unique demands of the real estate sector, there’s a growing need for tools that are highly adaptable, efficient, flexible, and effective. Salesforce steps in to solve these problems while making sure that you’re there for your clients whenever they need you. The platform is highly customizable and flexible, and it provides easy to use functionality that can be adapted to any system and business process.

What Salesforce Brings in?

Intelligent Lead Management

  • Using Sales Cloud, you can obtain leads from multiple sources and route them to different sales agents based on their location, segment, and availability, etc. The application automatically sends emails to the captured leads based on their interest levels. 

Personalized Campaign Management

  • Marketing Cloud helps you generate more leads by automating your marketing process. Using the platform’s robust features, you can have a single point of control. 
  • Salesforce’s Analytics tools help you predict trends, forecast sales pipeline, and nurture all your leads with highly personalized messaging to make them sales-ready. 

Process Automation

  • The platform helps you automate multiple business processes with seamless integration including billing process, from document generation to sending. You can generate sales agreements in one click, share documents with the customers for e-signature.

Dashboards & Reporting

  • Salesforce’s clutter-free, single dashboard projects a complete view of every business aspect such as customers, properties, partners, campaigns, sales reports, and financial reports, etc. You can generate customized reports based on various factors like property types, demographics, and monthly sales to optimize sales processes and generate more leads. The platform provides a complete view of partners and external agents. 

Mobility

  • The platform’s interface helps you access all the information on the go, in real-time. Sales agents can obtain information related to customers, property, pricing details, and reports, etc. on any device, anytime. You can view customer details and entire communication history in real-time.

Customizations & Integrations

  • Salesforce real-estate solutions accommodate all your business needs and help streamline your complex processes. Salesforce’s automation system brings all your third-party systems, be it ERP, Accounting, HR, or other applications, to a single platform.

Once you implement Salesforce, you will begin to see some immediate improvements in your sales process. Some of the most compelling benefits of Salesforce are:

Customer Satisfaction: Salesforce’s Service Cloud will help you receive and respond to your clients’ messages from any internet-enabled device, helping your customers get instantaneous feedback. Faster response times will significantly increase customer satisfaction and help strengthen your relationship with them.

Efficiency: The tool will be able to automatically fill out forms, retrieve important data, keep track of important events, and file important documents. This will give you breathing room to focus on bigger and critical issues and tasks.

Easy Data Access: Salesforce will give you a single, unified system to maintain all data related to your multiple accounts, which can be accessed anytime from anywhere. The centralized database will also maintain track of your data so that the right agent gets the right information they’re looking for.

Easier Correspondence: By retaining contact information and current correspondence, the CRM can help maintain relationships even if they’re not active currently. You’ll be able to maintain regular contact with all your clients by sending simple, non-intrusive emails so that they know that you’ll be available to offer your services and assistance should they need it.

Immediate Evaluation: Salesforce constantly analyses, measures, and evaluates the effectiveness of your work in real-time to identify practices that don’t work. You’ll be able to abandon the line of action that isn’t paying off so that you can instead focus on the methods that will.

CEPTES’s offers a comprehensive real-estate automation suite built on the top of the world’s #1 CRM platform Salesforce which will help real estate agents, next-gen realtors, and brokerage firms grow business portfolios and streamline their complicated sales processes. To know more, please get in touch.

Salesforce Service Cloud, SMEs

6 Ways Salesforce Service Cloud Helps You Deliver Exceptional Customer Service

Small and Medium-Sized Enterprises are steadily coming to terms with the advent of a “digital revolution” when it comes to dealing with unprecedented situations and disruptions. The only issue for SMEs might not be to retain its customers but also deliver better customer service through an intelligent and efficient customer service process. 

Delivering enterprise-grade customer service during unexpected conditions is also a challenge that SMEs are more than passionate about overcoming, whilst exploring the possibilities of a high productivity process that strengthens business-to-customer relationships. Today, with a plethora of tools at their disposal, SMEs can step up to whatever new challenges are put in front of them. Here is how Salesforce Service Cloud is helping service agents of an SME deliver top-notch customer service;

Delivering intelligent & productive on-site service

Salesforce’s Field Service Lightning allows you to create and manage orders for field service operations. You can instantly view knowledge articles and track SLA compliance. Field service uses intelligent scheduling to route jobs to appropriate resources, based on skills, time, and location.

An integration with Einstein Analytics helps you identify problems immediately and suggest solutions while giving real-time visibility of KPIs and operational performance. 

Know everything about any case

Gone are the days when your customer service agents had to go through a horde of documents to find relevant information on a customer case. The Service Cloud has case management tools that allow your agents to access all the information about any case, in just a few clicks. 

You can even distribute leads or cases, and arrange them based on priority. This is just one of the tools that make customer service automation a coveted necessity. 

Get connected

Social media has become a platform overflowing with customer service complaints. Thankfully, with Salesforce Service Cloud, you can stay connected to your customers and solve their cases with a few simple clicks. 

The Omnichannel Routing feature makes sure that service agents are connected to their customers through all social media platforms, emails, phone numbers, and so on. This way the entire process of managing queries is highly productive.

Reduced time and effort

The gist of using CRM tools and employing customer service automation methods is to make the best of shifting market conditions. The market calls for quicker and more efficient ways of customer service – a feat that is quite achievable with CRM tools, such as the Service Cloud Einstein. 

AI and chatbots have become an inherent part of customer service. CRM tools make use of the same, to help customer service agents answer FAQs. If required, the tools can automatically assign the query to the respective agent. Process automation features like this help solve customer queries faster, without expending any of the service team’s energy. 

Quicker access to relevant information

There are many times when your diligent customer service agents need to check some data or take the time to research before they can successfully solve a particular query.

The time and effort taken to do this can be cut short by large amounts through a seamless customer service solution. These tools provide a massive knowledge base to rely on so that your agents don’t have to waste any time looking for information. Tools like this boost service agent productivity by exponential amounts. 

Insights through analytics

CRM tools offer valuable and reliable data on leads, sales, feedback generated, ongoing cases, and so on. Insights through sales and service analytics assist your agents as well as your service managers, to provide better customer service. 

CEPTES is a leading Salesforce service provider that has led many SMEs to the doorway of success, through Salesforce’s sales and service automation tools, as well as the cutting-edge/robust Service Cloud offerings. To start delivering exceptional customer service leveraging the power of Salesforce Service Cloud, get in touch with our certified Service Cloud experts.

automating
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.

Digital Transformation, Sales Cloud, Salesforce Essentials

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

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

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

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

Change how you work

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

Increasing productivity

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

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

Less time on spreadsheets, more time to sell

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

Communicating with the team

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

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

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

Get in touch with us to know more.