Tag: Salesforce Community Cloud

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.


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)


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. 


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.


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.

Community Cloud, Non-profit Cloud

Donor Portal for Non-Profit: How to leverage Salesforce Community Cloud & Non-profit Cloud to efficiently manage donor funds

As a Salesforce platform specialist, we have been working with multiple industries & built various industry-specific solutions on the Salesforce platform for over 10 years now. The significance of the world’ #1 CRM platform is, it offers a variety of solutions spreading over various business verticals like Sales, Service, Marketing along with industry-specific solutions like Manufacturing Cloud, Non-profit Cloud, Health Cloud, etc. 

Leveraging the platform, enterprises are rapidly growing their business and driving impeccable customer experiences. Non-profit Cloud is one such Salesforce offerings that help global non-profit organizations extend their constituent relationships, deliver better programs, and accelerate the transformation into a connected non-profit. However, after working with multiple leading non-profits over the year, we have understood a few of the most common challenges are having a 360-degree view of each donor & donor fund management. 

Non-profits having a large donor base often found it difficult to have a holistic view of each of their donors, maintain end-to-end fund management process, integrate various external payment gateways with their system, and also offering a seamless user experience. How to get rid of these challenges? Salesforce Community Cloud along with Non-profit Cloud brings in a highly efficient, scalable and robust platform, using which non-profits can manage their critical business functionalities. 

Community Cloud is a collaboration tool that seamlessly integrates customers, partners, and employees directly into information, apps, and experts. It also offers some amazing features, using which non-profits can build an efficient donor portal. A donor portal works as a centralized system that connects donors, internal employees, partners, and third-party payment gateways for a seamless business operation. 

How a Donor Portal Can help your Non-profit organization?

Having a donor portal will enable your non-profit to manage business better along with a 360 view. Apart from this, it will also allow you & your donors perform multiple actions such as;

  • Donors from anywhere can transfer the fund using the portal.
  • Donors can generate donation receipts as well as tax statements using the portal.
  • Donors can update payment-related information as well as their personal details using the portal.
  • Non-profits can have a holistic view of each of their donors.
  • Non-profits can have a centralized view of all the funds including past, recurring, and active donations.
  • Donors, as well as the non-profit internal users, can access all the information on the fly using any device such as mobile, tab, desktop, etc.
  • Any third-party payment gateways such as Stripe, PayPal, 2Checkout, PayU, etc. can be integrated with the portal so that donors can pay hassle-free.

The Power of Community Cloud for Non-profits

Salesforce Community Cloud is built to connect companies with their customers, internal employees, and partners. With its capability to integrate seamlessly & with the option of high customizability, non-profits have found multiple ways to utilize the power of Community Cloud. By successfully implementing Community Cloud & Non-profit Cloud, an integrated donor portal can be built with customized features & functionalities. With log-in based licenses, users of a non-profit can manage end-to-end donor funds with a holistic view of each of them. To make the portal intuitive, Lightning components, Apex & Tiggers can be used. The portal can also be compatible with all kinds of devices. 

Apart from building a highly efficient donor portal, Community Cloud can also be used in multiple other ways by non-profits which include a resources hub for donors as well as field executives, building a community of their own, networking, partner management, program management, customer service, and many more.

Thinking of how your non-profit can start with Community Cloud?

We at CEPTES have successfully worked with many leading global non-profits and helped them accelerate their success leveraging the Salesforce Community Cloud & Non-profit Cloud. We have also developed donor portals using which non-profits have become more efficient, reimagined fundraising, gathered actionable insights, offered exceptional user experience and do more with their CRM. Do you still have queries about a Salesforce Community for your non-profits? Contact us today to learn more about getting the most out of the Salesforce CRM.


ALSO READ: Salesforce Community Cloud: Connect. Engage. Personalize

Community Cloud

Salesforce Community Cloud: Connect. Engage. Personalize

In today’s swiftly evolving business environment, connecting all the business verticals including partners, customers, and employees is key to success. It is irritable to deliver an exceptional customer experience across various customer touchpoints with yesterday’s technology and disconnected business systems. Salesforce offers a powerful community platform to help us achieve sustained growth and stagnation. 

Salesforce Community Cloud helps you create communities to transform the way you connect and engage your partners, customers, and employees. The unified platform for success boost employee productivity, accelerate channel sales and help customers help themselves. Community Cloud connects business data and enables a best-in-class solution in the world’s #1 CRM platform. 

3 Types of Salesforce Communities

Employee Community 

You can connect your employees from different branches and help them improve their productivity by sharing ideas, communicating updates along with managing projects and collaborating files. 

Partner Community

Empower your partners with quick onboarding, training and CRM access. Partners can find experts, register new leads, update records, and manage funds, and close more deals more quickly.

Customer Community

Build a community of your customers using Community Cloud and drive customer self-service by offering them knowledge articles, FAQs, opportunity to interact with other customers to resolve their queries. 

How Salesforce Community Cloud can benefit you?

Accelerate channel sales

You can connect directly with your channel partners to accelerate your sales process by enabling them to connect with the experts, find relevant information, register new leads, update records, manage funds. 

Connect your customers

Community Cloud helps you drive more extensive customer relationships while connecting all your customers in one platform where they can access information, communicate with each other and share experiences. 

Customization & branding

Customize Community Cloud to meet your business needs and increase your online community experience. Create striking, simple-to-use environments that are an interactive extension of your brand. 


Collaborate anywhere using any device. Manage the community through the Salesforce mobile app or from any mobile browser. Now offer a rich, branded, and device-responsive mobile experience to your customer from anywhere.


Community Cloud automatically recommends connections to various experts, groups, and content. Recommendations are based on individual interests, needs, and behavior, inviting larger community participation.

Lightning Bolt

Helps you quickly create next-generation communities and portals that seamlessly integrate with Salesforce.

Interested to learn more about how Salesforce Community Cloud could work for you? Get in touch with us. At CEPTES, we have certified Salesforce consultants who can help you offer stellar service with powerful Community Cloud that allows you to create rich, self-service experiences.