Tag: Sales Cloud

Sales Cloud, Salesforce

Top 3 Crucial Sales Processes that can be Automated using Salesforce

A streamlined sales process is a lifeline for every company. It leads to customer focus, retention, & enhanced productivity.

Critical business processes are often interconnected & dependent on each other. They need a lot of attention, manual tracking, continuous testing & issue rectification for the smooth functioning of day to day business.

Often, there are chances of manual error creeping in day to day reporting of any business process. To avoid such situations, we rely on premium business tools like Salesforce, which helps in automating daily business processes. 

An optimized and well-strategized sales process automation allows decision-makers to spend their time more wisely in 

  • Prioritizing important tasks
  • Taking smarter decisions
  • Planning long term business strategy

What are the sales processes?

Sales processes are a predefined list of tasks & activities that, once completed, will contribute to organizational goals. They have a clearly defined input and a single output.

Automating the Sales process:

Instead of relying on the workforce to plan, monitor & execute every minute part of a business process, it is ideal for automating it. Salesforce offers essential business solutions to automate several types of business processes.

Top 3 sales processes that can be automated using Salesforce :

Order Management

To get an idea of the Salesforce order management system, let us understand how an order moves from purchase to delivery.

Order Management Lifecycle *Image source – salesforce.com

Discount Approvals: 

Now sales representatives would not have to wait for their bosses for discount approval.

They will get automated approval from Salesforce Discount Approval systems at a click of a button.

They can quickly close the deal by offering attractive discounts & that too without wasting any time.

Discount Approvals Process*Image source – salesforce.com

Suppose garment major Van Huesen has requested an automated system for processing discounts using these parameters.

  • If the requested discount is 15% or less, it’s automatically approved.
  • If the requested discount is 15% or less, it’s automatically approved.
  • If the requested discount is more than 15%, then the sales department manager is required.
  • If the requested discount is more than 40%, company approval is required.

Steps in creating discount approvals :

  1. Starting an approval process for the sales team :
    That starts by using the Salesforce setup wizard to set criteria and specify the approvers who are responsible for responding to the approval request
  2. Creating initial submission actions :
    An initial submission action occurs when a user first submits a record for approval
  3. Specify final approval & rejection actions :
    Final approval actions occur when all required approvals are obtained.
    Final rejection actions occur when an approver rejects the request, and it moves to the final rejection state.

Inspection Process

This widely used automated process uses sending email alerts & creating follow-up tasks.

Inspection Process*Image source – salesforce.com

 

Email alerts, which is generated by an automated process and sent to a set of audiences.
This email consists of the standard text with a list of recipients. 

One can associate email alerts with processes, flows, workflow rules, approval processes. 

Workflow Tasks automatically assign a new task to a user. 

As an example, the assignment of follow-up tasks to customer support, one week after a case is updated. 

It starts with configuring workflow rules & approval processes that determine the conditions under which Salesforce executes the action.

CEPTES, as a Salesforce silver consulting partner, can help you to automate the business process, which will not only ease your life but also help in significant business growth. If you are thinking of growing your business using the Salesforce platform, please get in touch with our certified consultants.

Salesforce

5 Reliable Ways To Retain Customers Using Salesforce

“Gaining a new customer is TEN times costlier than retaining an existing customer.“

Hope do you agree that, even though you are in a Blue ocean with zero competition in your business today, it is not very far to enter into the Red ocean with advanced features, better service at a competitive price from the competitor.

Customers don’t think too much to switch over to competitors for any better option.

To give an example, “Reliance Jio” is the ultimate example of entering the business where already established players were doing great, smashed all of them, and created the entry barriers.

So, to succeed in any business, the role of the customer is very crucial.

Have you remembered your journey with all the pain points you faced while acquiring your first customer?

Today also, the scenario is no more different. Even though you have established in your business, gaining a new potential customer is always a nightmare.

Few crucial facts are:

  • As per HBR, companies can increase profits by 25-95% by increasing their customer retention rates by 5%.
  • As per NG Data, customer retention is faster and, on average, costs up to seven times less than customer acquisition.
  • According to a Huify article, the likelihood of converting an existing customer into a repeat customer is 60-70%, as opposed to 5-20% for a new lead.
  • According to Client Heartbeat, loyal customers are worth up to 10 times as much as their first purchase.

So, to succeed in any business, the role of the existing customer is very crucial.

If you broadly think, then the expected challenge you might face are:

  1. Your existing customers can switch at any time to the competitor.
  2. Customers might stop the renewal of the service.
  3. You will miss the opportunity to sell high ticket offers to the new customer.
  4. Want to avoid the complete cycle of Lead generation, nurturing & acquiring.
  5. Many more.

If you feel any of the above challenges will be a colossal disaster for your business, then don’t worry; Salesforce CRM has proven technology for better & effective service over customer retention.

Below are five reliable tactics using which you can retain your customer and gain your business.

#1 Using Sales Cloud“, you can close more deals faster, increase productivity, and keep the sales team filled with enough leads.

Sales cloud*source: salesforce.com

  • You can process the deals faster by tracking customer information and interactions in a single place.
  • You can increase the conversion rates by finding, nurturing, and converting more sales-ready leads.
  • You can speed up productivity with AI, automatic data capture, and process automation in one console.
  • You can make insightful decisions faster and from anywhere, with the latest information.
  • It can mark the top leads and suggest the steps using AI, that separate “deals won” from “deals lost”.

#2 Using Salesforce Service Cloud“, You can support customers from anywhere, keeping an ongoing conversation.

Service cloud*source: salesforce.com

  • You can close the customer cases faster from a single console.
  • Through self-service communities, you can provide faster service by helping customers find the answers they need on their own.
  • Based on customer behavior, we can personalize customer care and predict their needs.
  • You can provide conversational service over SMS, MMS, and group services with live messaging.
  • You can increase agent productivity while delivering connected, intelligent, and personalized service from the phone to the field.

#3 Using Salesforce Marketing Cloud“, you can build and manage the customer journey by delivering the right message at the right time on the correct channels.

Marketing cloud

*source: salesforce.com

  • You can engage customers by using CRM and other data to automate and personalize your email marketing.
  • You can create one-one customer journeys in email, mobile that connect across marketing, sales, service, and more.

#4 Make customers happy with Small Business Solutions.”

  • You can retain 45% more customers by keeping them happy and serving on any channel.
  • You can gain 37% more revenue by selling faster anywhere.
  • You can integrate the app 52% more quickly by connecting everything you do in one platform.
  • You can find 44% more leads with the right customers with personal interaction.

 #5 Identify and Re-engage your inactive customers through Salesforce Integration.

  • You can identify potential customers who are inactive for quite some time due to various reasons.
  • Apart from the marketing software, you can also benefit from an email marketing tool, such as MailChimp, and integrate with Salesforce.
  • Using MailChimp, you can identify the inactive subscribers, re-engage them by communicating emails such as offers, discounts, or competitions.

Let’s Conclude

Customer retention is the most critical & cost-effective way to grow a business. Whereas customers don’t overthink switching over to competitors for any better option, we have to try our best to retain them, and Salesforce CRM is the ultimate solution.

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

Salesforce

How to Integrate WhatsApp with Salesforce

We all know WhatsApp is a popular messaging application used by more than 1.5 billion people in over 180 countries. Interacting with the customers on a broader user base like WhatsApp will skyrocket the business growth.

Want to integrate WhatsApp into your Salesforce?

Welcome aboard!

Here is a glimpse of a bird’s eye view of the options available.

Behold the gems to success:

Direct Approach

Your customers can communicate using the WhatsApp messaging app, and you can reply using just a Search console.

To set up WhatsApp integration, you need to have lightning experience with the digital engagement add-on SKU, or you need to have the following editions: Enterprise, Performance, Unlimited, and Developer editions with Service cloud or Sales cloud.

You need to have permissions to configure messaging, authorize WhatsApp by customizing Application and managing authentication providers, and to view channels by viewing setup and configuration.

You can interact with your customers through customer-initiated conversations that require your response within 24 hours or through business-initiated, pre-approved, template messages that can be sent at any time.

Before sending an outbound notification through WhatsApp, you need to have an end user’s consent obtained through another communication channel such as email or text message or as a part of your company’s regular business processes.

You have the freedom to send text messages, images, messaging templates, and PDFs using WhatsApp. You can use up to 250 phone numbers for WhatsApp on your Facebook business manager account, with WhatsApp approval. Messages can be of a maximum of 1600 characters, image formats can be of PNG, JPEG, or JPG format, and file upload size can be of a maximum of 5 MB. 

You cannot send other components like stickers, audio files, locations, or contacts using WhatsApp. You can only view the message sent by the customer rather than the replies to specific messages.

Integrate using API

Depending on your business, you can integrate WhatsApp using REST/SOAP APIs. Although there are a lot of API libraries available, this approach is time-consuming and very rigid.

You should follow this approach only if your organization demands so, or there are security concerns to stick with it. This approach can be cost-effective if you develop the bridge prudently.

Install from AppExchange

Integrating WhatsApp using AppExchange is the easiest way. By installing and then configuring the App within a few hours, you will be able to integrate WhatsApp into Salesforce.

You need to ensure that the App is worth using, and the App development cycle is fast and consistent. Consult with the experts to find the perfect App that suits your needs.

Briefly, you can either

  1. Integrate using Salesforce in-built feature, or
  2. Integrate with the help of API libraries, or
  3. Use apps in Salesforce AppExchange.

If the business has special needs to connect with the customer deeply, then we can create our App to integrate with WhatsApp. Either you can create the App on your own or can consult with the expert PDO. 

CEPTES, as a Certified Salesforce Silver consulting partner with over a decade of technical expertise, provides the service starting from the initial build to test and deploy with an accelerated development cycle.

If you want to build an app or need any service, then consult now.

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.

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.

Financial Industry

Salesforce for Financial Industry: How to Streamline your Sales Process

Most financial service providers are inhibited in terms of growth because they are not able to manage their critical customer information properly. Due to mismanagement of data, companies are prone to lose important information about existing and potential leads. All these problems severely affect their sales process, and consequently the bottom line.

Salesforce, with its powerful tools such as Sales Cloud and Marketing Cloud, is focussed on enhancing the effectiveness of the sales teams and helping them streamline their sales pipeline. CEPTES’s team of certified consultants can help financial service providers leverage Salesforce’s services across multiple domains. We briefly discuss the features that make this the preferred tool for clients across the various domains of the financial industry:

Wealth Management

  1. Relationship Building: We know that relationship building is critical to success. Salesforce’s Sales Cloud provides easy tracking and event alerts to help you reach out to your clients efficiently.
  2. Increase Productivity: You can automate routine processes and track referrals by leveraging powerful productivity tools and integrated partner apps, to ensure you capitalize on every client opportunity.
  3. Personalized Service: Salesforce helps you provide unparalleled service to your clients from any device, anywhere by responding timely to alerts, and engaging in clients’ micro-moments.

Banking    

  1. Retail Banking: Salesforce helps you deliver timely and effortless engagement to your customers across any device, consistent with the service they would receive in person.
  2. Mortgage Banking: We can help you simplify the mortgage process by using Salesforce’s Service Cloud to access customer information and deliver exceptional service to your clients.
  3. Premier Banking: With insights into their financial objectives, career milestones, and preferred channels, you can establish trusted relationships with your premier customers.

Insurance

  1. Personalized Interactions: You can have meaningful and rewarding interactions with your customers with Salesforce communities, with their smart alert reminders to important life events of the client.
  2. Work Smarter: Leverage the Salesforce platform to get a complete view of all requests submitted through multiple channels, be it emails, call centers, web, or social media.
  3. Collaboration: Your insurance reps and agents have the tools to deliver personalized service across any device, track new opportunities, and collaborate on social media.

Once you implement Salesforce’s cutting-edge solutions in your sales process, you will see immediate results in terms of optimized process, improved customer relationships, increased lead volume, and ultimately a much more efficient and well-organized sales pipeline. Some of these benefits are elaborated below:

Benefits

  • With the integration between your sales, marketing, and services teams, you can build long-lasting and loyal connections with your clients. Sales Cloud helps you create a truly personalized customer journey, suited for every customer.
  • You can automate manual tasks, standardize processes, and access data on any device, any time. Salesforce’s built-in AI can help you boost your sales by providing guidance, insights, and accurate sales forecasts.
  • By adding Einstein to the Sales cloud, you can improve lead scoring, find the best opportunities, and stay at the top of client relationships by having all the necessary information.
  • Whether you wish to expand to a new location, a new market, or a new industry, Salesforce has got you covered when it comes to your sales strategy.

With Salesforce, Financial clients have achieved:

  • 45% increase in Customer Retention
  • 44% increase in Lead Volume
  • 37% increase in Sales Revenue
  • 37% increase in Win Rate

With more than a decade of Salesforce expertise and excellent service, CEPTES can help you make your financial processes more seamless, transparent, and secure. Our Salesforce-powered workflows and processes will aid you streamline your processes and boost productivity. To know more, please get in touch.

Digital Transformation, Financial Industry

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

The BFSI industry has been facing a lot of challenges in recent years. Customer expectations, rising competitions, investor expectations, and regulatory requirements are the most common obstacles, exacerbated by the rapid technological, customer, and market shifts. This has forced the financial institutions to rethink their business models and transform their time-consuming and complex operations to much more simplified processes in order to meet market standards. Technology is playing a key role in this change. Digital Transformation, rather than being just another buzz, has become an integral part of the business strategies of organizations.

From the introduction of ATMs to advanced AI, the financial industry has seen some revolutionary transformations driven by cutting-edge technologies. All major financial institutions have come to appreciate the need for a customer-centric approach to maintaining a healthy position in this competitive and rapidly molding market. Therefore, they are employing huge amounts of resources to stay ahead of the curve.

Why is digital transformation crucial for the financial industry?

With concepts like organizational agility, increased collaboration, and risk assessment being the leading trends of digital transformation in recent years, FinTech and financial service providers are relying on powerful tools such as Salesforce to adapt, improvise, and overcome various hurdles facing the industry. Salesforce, with its vast array of tools including Sales Cloud, Marketing Cloud, Service Cloud, Community Cloud, and Analytics helps companies shorten sales cycles, capture new contracts, boost employee productivity, meet compliance, and most of all, provide a seamless experience to clients.

Ways to digitize the financial industry using CRM software and cloud offerings :

Stronger relationships with customers

With a 360 customer view, Salesforce’s Service cloud helps you provide the highest levels of customer service, Omni-channel integration allows customer service agents to connect with their customers holistically, via all available channels. Salesforce helps you provide personalized advice and valuable alerts to your clients, helping you build loyal relationships.

Cross-departmental collaboration

With all the information present on a centralized platform or database, it is easy for all employees and managers to communicate data effectively and stay updated. Managers can keep a check on employee productivity using the right tools, and lead the enterprise through a top-down approach. Having a central location for data helps cut down manual administrative tasks and fosters efficiency.

Mortgage lending

The process of mortgage lending can be strenuous on a client, which is why Salesforce offers hand-holding from the first step to the last. The Einstein analytics tool provides relevant information that helps agents make better recommendations, catering uniquely to each client. Each interaction with brokers, lenders, and banking agents can be tracked on a centralized system through the Salesforce Finance Services, making customer-service a seamless experience. 

Smart scaling

The use of AI and smart cloud platforms allows retail banks to adapt to shifting marketing conditions and consumer demands, thus scaling their processes accordingly. AI allows you to have a 360-degree view of each customer, so you can send the right trigger messages, emails, or personalized communication to customers and engage effectively. The best part about Salesforce CRM software and AI tools is that they modify data based on real-time changes of customer behavior, which essentially translates to the fact that you’re always a step ahead. 

Compliance

With access to secure client and household profiles, Salesforce ensures that the company can manage compliance effectively. Information is shared instantly and transparently, so it is easy to see all client interactions, as well as the information that was shared. 

Convenience

The fact of the matter is that the financial industry needs revolutionary and innovative solutions that complement their traditional methods and operations. More and more banks and financial enterprises are grasping the value of a customer-centric approach that offers convenient banking. A digital transformation in the financial industry will not only drive innovative solutions and boost productivity but also offer a robust system for customized, hassle-free banking. 

CEPTES has a decade of consulting experience and exceptional service under its belt. In partnership with Salesforce, CEPTES has effectively transformed many financial service providers into becoming data leaders of changing market conditions. Our Salesforce-powered solutions will assist you in your digital transformation journey. To know more, please get in touch.

Digital Transformation, Sales Cloud, Salesforce Essentials

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

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

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

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

Change how you work

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

Increasing productivity

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

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

Less time on spreadsheets, more time to sell

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

Communicating with the team

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

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

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

Get in touch with us to know more.

Booom

Everything you need to know about ‘Booom’ – CEPTES’s new solution for Salesforce Essential customers

CEPTES has recently introduced a lightning-fast productivity utility called ‘Booom’ for Salesforce Essential customers. The solution will help small businesses with a Salesforce Essential license start with Sales Cloud or Service Cloud within less than 30 mins.

Salesforce Essentials is helping small business owners leverage the power of Salesforce in order to transform their sales and customer service processes to drive excellence. Salesforce Essentials is certainly enabling SMEs to compete in the market and grow with the world’s #1 CRM platform as it seamlessly takes care of critical business processes while small business owners can focus on other important core business aspects. 

It has been a challenge for small businesses to immediately start with Salesforce as there are trials related to quick implementation, configurations, customization, migration, and much more. Though Salesforce ensures seamless onboarding, however, you need the platform expertise to get the best out of the investment. ‘Booom’ will help small businesses with a Salesforce Essential license start with Salesforce within 30 mins. 

How does this work? 

If you have a Salesforce Essentials edition (Start with Salesforce Essentials now), get in touch with our support team. Fill in the required fields in a simple excel sheet shared by us. Upload the file & click submit. Then Booom. You are ready to start your Salesforce journey. 

Why Booom?

Do you want to transform your small business & grow with Salesforce? Do you have a Salesforce Essential edition? Do you want to sell faster & deliver superior customer support? If your answer is ‘Yes’, then you can opt for Booom. Here are some of the top reasons why:

  • The quickest way to start with Sales Cloud or Service Cloud with an Essential Edition. (Turn around time <30 mins)
  • Reduced implementation time – 60% to 90%
  • Reduced implementation costs
  • Faster ‘Go to market’
  • Quicker ROI
  • Deliver superior customer support & sell faster from day one

Get started with Booom now.