Tag: Salesforce Integration

Top-5-Salesforce-Integration-Tools-to-Boost-Your-Productivity
Salesforce

Top 5 Salesforce Integration Tools to Boost Your Productivity

Boasting the greatest marketing team on the planet and still struggling to achieve your dream sales figure? 

Honestly, setting up an amazing marketing team full of go-getters is just half the job done. 

You need to do a lot more if you want your sales to jumpstart at the earliest.

The Ingredients for Smart Decision-Making

 

You’ll need max productivity, detailed & impressive reports, and intelligent analysis to get an insight that fosters smart decision-making. This is when Salesforce comes into the picture.

 

Salesforce is powerful and robust, but it cannot do the magic all alone! What next? Well, the Salesforce company has taken care of that aspect as well. 

With AppExchange, a big marketplace of plugins, systems, and add-ons, marketers, and developers can benefit in more ways than it (Salesforce) is originally designed for. These tools help enhance the existing functionality of Salesforce.

Explore the AppExchange, and you’ll be overwhelmed for sure to see the massive repository of hooks, integrations, and proprietary systems that may leave you spoiled for a choice. 

 

Salesforce Integration tools are designed to help businesses improve their productivity. With the help of these amazing tools, you can speed up and automate your routine tasks.

 

Understanding the fact that you, as a marketer or a business, might not have enough spare time to research, study, and determine the best Salesforce integration tools to boost your productivity. 

 

Let’s quickly go over the top 5 Salesforce integration tools to help boost your productivity.

 

InsideView

 

This Salesforce integration tool is focused on social selling and is designed to help you deliver the right message at the right time to the right people. InsideView does this through trigger events and by analyzing your connections on social networks. With InsideView, you can monitor more than 25K sources to gain an insight into sales intelligence required on business mergers, new product releases, executive shifts, etc. that are a must to help you stay on a leading edge.

 

Your sales team members can accumulate useful information from business prospects through the People Alerts feature that lets you actively monitor activities from their social media profiles and act on the spot. Furthermore, you can import & filter your contact lists by industry, revenue, recent events, and a lot more.

 

Sales Chatter

chatter

Lack of knowledge about some excellent inbuilt features of Salesforce makes most people think that this platform is not enough to help them save time in various business operations and that only a third-party tool can help them. But those who know will tell you that Sales Chatter is one such amazing Salesforce tool that you can use for ensuring a perfect balance between your project and task management. In short, you don’t need to logout from your business-page to view your social media handle. Chatter allows business owners to effortlessly allocate their social media campaigns to a specific group and get constant updates.

 

Also Read: Top 4 Considerations for Salesforce Integration

 

Conga Compressor

conga-composer

No more do we use external HDDs or pen drives for storing customer interactions. Thanks to the cloud, storing and retrieving customer interaction and information is so easy and quick now. The same cloud powers conga compressor and it saves your salesforce teams from the hassle of maintaining a tedious manual copy and paste culture. Salesforce utilizes this amazing tool for storing customer information in the existing templates that are found in Conga. This tool is straightforward to learn and use. One of the best tools for enhancing salesforce productivity, Conga helps speed up business operations through a seamless workflow.

 

Sumo Scheduler

sumo_scheduler_

 

Designed to simplify appointments, Sumo scheduler is meant for organizations that have to deal with the lengthy and complex sales cycle. According to the reports, most salesforce professionals waste much productive time managing emails and taking phone calls. With Sumo scheduler, you can reduce this time drastically and help your sales team focus on more productive and useful work that brings business for you.

 

Ebsta Inbox

ebsta-inboxEmail marketing becomes easy with Ebsta Inbox in place. With Ebsta, you get access to multiple emails (on multiple platforms like Gmail, Yahoo, etc.) on the same platform, meaning you don’t need to check each email’s inbox to see what’s there. Rather, you can view all the important emails in one place with Ebsta Inbox. Its several features will help your sales team become more productive and perform better.

 

Summing Up

 

These Salesforce integration tools have made Salesforce a truly seamless platform that businesses can use for a wide range of purposes- from email creation, reporting, social-media post-interaction, and more with immense ease. With these tools up your sleeve, you can manage thousands of clients daily without hassle. To leverage the best of the Salesforce integration tools for boosting your productivity, connect with the experts at CEPTES. Call us or schedule a demo to know more about these tools.

Make 2021 a Happy Business Year
Happy New Year, Salesforce

Make 2021 a Happy Business Year

“In a few days, you’ll get a 365 blank page book. Fill those pages with your Successful Enterprise Achievements.”

Nothing’s more exciting than

Learning and enhancing innovations.

To make an Enterprise smoother and more stable,

Venture our new AI Innovations.

Leave the traits of 2020 behind!

Start a fresher and a fruitful Enterprise,

And direct towards a Happy 2021 Business Sells.

How 2021 Would be Like?

In 2020, every company’s sole aim was to sustain its business and shifted its technology to Cloud Services. Everyone relied on Digital Marketing and tried to deliver their services across multiple online platforms. 

So in 2021, enterprises will focus mainly on how well they can sustain their technology. 

But how can you do that?

It would be best if you have experts who can innovate and has a deeper understanding of Cloud Platform.

It will help only if you have experts who can seamlessly Integrate and Implement your Cloud Platforms. 

Keep Your Enterprise Running

You can miss no chances, but you’ll have to make the best out of your business to provide customer satisfaction. 

CEPTES provides you Remarkable Innovations on the Salesforce Customer 360-degree bringing a smile to their faces.

New Year. New Technology. New Customers

2021 is going to be very successful for Business Enterprises.

Why?

People will be more dependent on Online Marketing, and this will be the new Lifestyle of 2021. 

Every company- be it a small, mid-scale, large, or Fortune 100 companies, would only depend on Cloud Services.

And CEPTES provides you all those required Salesforce Services to keep your customers happy!

There will be 2X number of customers than in 2020. People are not going to take up any chances to risk their life from COVID-19.

So, it’s time you STEP UP your business and make sure to leave your customers an amazing experience for them, prompting them to make a return.

Remember, 

THERE IS NO YOU WITHOUT YOUR CUSTOMERS! SO KEEP THEM PLEASED. 

Final Thoughts

It’s not about how BIG your Enterprise is, It’s about how you keep your customers happy, converting them into loyal customers. 

“LEVEL UP! SHORE UP! LIVE UP THE EXPECTATIONS!”

Bring Technology closer to your Enterprise this 2021 and make your business easily without all the hassles. 

To Know More, Connect with us.

Are you ready to face the 2021 Business Year?

Have a Happy New Year 🙂

Lightning Platform, Salesforce

Top 10 benefits of Lightning web component over Aura Lightning Components

What is the Lightning Web Component (LWC)? 

The Lightning web component introduced in Feb 2019 is Salesforce’s new programming model built on modern browser improvements or web standards.

These web components help to create custom, reusable HTML tags for web pages & apps.

The lightning component uses different components – The lightning web component & the Aura Component.  

Most important! 

Lightning web component co-exists with the Aura programming model & delivers unparalleled performance.

It is highly useful for:

Improving productivity: Uses modern web language like templates, shadow DOM, Decorators, custom elements.
Enhanced Performance: Web browser executes the code for the superfast experience.

Web Stack Transformation

*Source: Salesforce

As per the development in the last five years, there is a complete transformation in the web stack. 

From 2014 to 2019, the superfast rise in standard web elements is phenomenal. 

Salesforce Lightning web components are like icing on the cake. Now, work is handled efficiently by the web browser.

Lightning web components leverage templates, custom elements, Decorators, Modules, Rendering & events available in ECMAScript 7 & beyond.

Advantages of Lightning web component :

  • Offers enhanced security
  • Superfast & Light in weight
  • Supports advanced browsers technologies like CSS3, HTML5

Aura Lightning Component:

Aura is a user interface framework that develops single-page applications on the Salesforce platform.

It develops reusable component units in the form of a plug & play component. Every aura component performs small tasks independently.

Many aura components work together to create a single application.

Read more to learn What Makes Salesforce Lightning Special – Top 10 Lightning Features

Anatomy of Aura Component

*Source: Salesforce

Aura Component Programming model offers excellent benefits like:

  • Out-of-the-box components: 

Aura out of the box components ensures that the app does not need optimization for different devices.

  • Fast Development: 

Teams work faster with, out of the box component that functions hassle-free with different devices like mobile & desktop.

  • Browser compatibility: 

Apps are compatible with the latest browser technologies like HTML5.

Benefits of Lightning Web component (LWC) over Aura Lightning Component (ALC)

  • Site Loading Speed:

The Lightning web component is hugely faster than the Aura component in loading web pages.

  • Easy Learning:

The Lightning web component script uses HTML & Javascript language. That means tasks are more comfortable to do.

  • Best performance: 

As LWC builts on web components, It makes LWC extremely lightweight & efficient in memory management. That’s the reason LWC runs much faster than Aura lightning components.

  • Debugging made easy:

Debugging is significantly easier for LWC than ALC. Different Salesforce discussion forums address & execute the step by step debugging topics very quickly.

  • Easy to ramp:

The absence of a different framework enables developers to learn LWC more easily.

  • Standardized:

As LWC uses core web components, it offers everything needed for the blazing-fast performance of browsers. It uses common coding languages like CSS, Javascript & HTML.

  • Inbuilt browser security features:

LWC has inbuilt browser security features driving its out-of-the-box usage while Aura requires an event-driven programming model that is GUI dependent. 

It focuses on actions like button press & clicks determining the flow of movement. The Lightning web components support these actions. 

  • Data binding:

Data binding is a technique that binds data sources from the provider and consumer together and synchronizes them. 

LWC supports two-way data binding that helps in coordinating how data moves between different components.

  • Unit testing Support:

LWC supports the unit testing framework.

  • Versatility:

Full encapsulation is available with LWC.

Let’s Conclude:

We have seen ten significant advantages of the Lightning web component over Aura lightning components. 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, then get in touch; we are happy to help you.

Read more: Salesforce Lightning Web Components: The new way to build Lightning Apps

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, Salesforce Integration

Successful Salesforce Integration – Top 5 Best Practices

A successful Salesforce Integration Strategy is determined by how effectively you leverage the robust APIs of Salesforce to integrate data and streamline operations in order to maximize your ROI. Once the integration is complete, you could have a holistic view of your process, a 360-degree view of your customers, and actionable data. In the absence of these, the integration shouldn’t be considered entirely successful. Some of the best practices that a company must follow to reap the rewards of successful integration are:

Data Quality

It is vital to know the context of the data, where to source it, and cleaning it. Your employees need accurate and timely information. They should be able to utilize the available information effectively and generate reliable reports that support your decision-making process. Your Salesforce Integration team should develop a thorough understanding of the details behind each data element utilized. It is also essential that your employees have access to clean data because records that are outdated or incomplete are challenging. By killing all data quality problems at the source, you’ll be able to access and utilize high-quality data to leverage it appropriately.

Error Handling

An error occurring during integration is a serious possibility and one that may have disastrous consequences if not handled promptly. Your system might be well equipped to handle information transfer, but it might be utterly powerless in a situation when an error occurs. Such an error may cause significant data loss if there are no backup systems in place. It is therefore vital to have a proper error handling system that alerts you to any potential errors, and if one does occur, the system handles it.

The Integration Process

One should have a clearly defined process in place before initiating integration. The process should clearly define the endpoints and data flow between them. This allows easy staging and modification of data before its transmission to other integrated applications. You should also make provisions for an effective connection for custom integration. Data delivery for different applications should be defined in the process as well. Another critical aspect of defining the process is to limit and control access to trusted users. If the integration process is well established and easily understood, the process will be seamless and error-free.

ALSO READ: Top 4 Considerations for Salesforce Integration

Your Applications

An organization usually undergoes Salesforce integration when it has specialized applications for its different functions like sales, service, marketing, operations, inventory management, accounting, logistics, human resources, etc. It is essential to recognize the strengths and weaknesses of each application. The perfect integration builds on the strengths of all your applications to streamline your business processes, automate workflows, and maintain data consistency. A flexible integration platform that takes a best-of-breed approach to get the most out of your applications is the perfect tool for optimizing your returns and reducing user frustrations.

Leverage the Expertise of Integration Experts

If not done correctly, a failed, or incomplete integration leads to wasted time and resources, data loss, errors, and user-dissatisfaction. The best way to avoid this is to procure help from Salesforce Integration Experts who can help you deliver intelligent and connected customer experiences. CEPTES, with its team of Salesforce certified consultants, offers end-to-end Salesforce Integration Cloud services. We have successfully performed integration projects for brands such as PayPal, Google Analytics, SAP, HubSpot, Dropbox, Quickbook, amongst others. Our Salesforce offered Integration Services include:

  • Integration using tools
  • Custom integration
  • API Development
  • Integration App Development

With such an experience under our belt and the best services that can be offered, CEPTES can help you connect and integrate your application and implement tailor-made digital strategies to suit your business requirements. To know more, please get in touch with us.

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.

New Trailblazer

Meet our new Trailblazer – Vaishali Gayatri

Hello, #Ohana. It’s been a while we have introduced one of our new Trailblazers to you all. 2019 was amazing for us & our team has achieved some new heights and delivered some challenging projects. From doing complex Salesforce integrations to seamlessly implementing Salesforce Cloud solutions across leading industry customers, From helping enterprises transform from Classic to Lightning to leveraging Einstein Analytics, we were at the top of them all. In 2019, we also became a team of 100+ with 80%+ certified resources. 

We are now into the 2020s & the journey ahead is going to be extremely exciting for us. As a value-driven company and for our employee-first approach, CEPTES has always been a first-choice workplace for many Salesforce professionals. It is our pleasure to introduce Vaishali, who has recently joined us as a Consultant. Hailing from Gokarna, a city on the Arabian Sea, in the southwestern Indian state of Karnataka, Vaishali is an amazing Salesforce developer specialized in Cloud implementation, as well as an incredible Classical dancer, specialized in Bharatanatyam. 

In her brief career so far, she has worked with leading multinational companies & on some really complex financial projects. As a real multi-talented person, Vaishali has some great achievements including 3x Salesforce certifications and multiple accolades in Bharatanatyam. While having excellent command over Lightning, Apex, Vaishali has a high level of expertise in Sales Cloud implementation.

As a passionate Salesforce developer, she always gives priority to building seamless enterprise solutions that can drive the highest customer success. She is highly delighted to be a part of CEPTES and looking to develop her Salesforce skills along with new certifications and industry expertise.

Welcome to the team Vaishali.

Industry Expertise

  • Banking & Finance
  • High-Tech

Specialities

  • Sales Cloud Implementation
  • Lightning Development
  • Visualforce/Apex

Certifications

salesforce_certified_platform_developer_i    salesforce_certified_platform_app_builder    salesforce adminstrator

Salesforce

Top Five Reasons Why your Salesforce Project Might Fail

Today, Salesforce is one of the top business-critical applications for various enterprises. The world’s #1 CRM platform has been helping businesses of every size to connect their customers in a whole new way across sales, customer service, marketing, communities, apps, analytics, and more with Salesforce Customer 360. 

To get the most out of your Salesforce investment, you need to take some precautionary measures before & during the implementation process. To be precise, you should have a team of certified Salesforce experts who understands the Salesforce system, how it works and how it can help your business thrive. Platform expertise and industry experience will certainly make the implementation easy and error-free. 

Talking about the platform, Salesforce is one of the most flexible & easy-to-use tools. But it’s quite surprising to hear stories around failed Salesforce projects. It’s easy to blame the Salesforce system and not analyzing what went wrong during the implementation or how well the people working around understood your business needs. 

With over a decade of experience in the Salesforce ecosystem & over 80% Salesforce certified professionals, CEPTES has been one of the pioneers in offering seamless Salesforce implementation solutions to leading enterprises. We have worked with businesses of every size and successfully helped them get the highest ROIs by nailing down the reasons for project failures. After working with over 150 customers, we have listed out the top 5 reasons behind a Salesforce project failure. 

ALSO READ: How to use Salesforce with a small team?

  • Lack of focus on the core users & primary requirements

Every tool needs to be customized & focused for the end-user and the same goes for Salesforce. While planning Salesforce implementation, a majority of the enterprises establish a certain set of business goals that they want to achieve with the CRM. However, they skip considering the end-users and their needs. This is one of the primary reasons for a Salesforce project failure as enterprises’ land up by wrongly focusing on the requirements of non-core users. While implementing Salesforce, you must focus the end-users and how Salesforce can help them.

  • Not choosing the right Salesforce edition

Though this sounds a bit dubious, we have seen businesses not getting ROI out of their Salesforce investment because of choosing a wrong Salesforce edition. If your business demands an Enterprise edition license, don’t settle for a Professional edition. This might help you save a few dollars on the license cost, but in the long run, you will end up paying a huge cost to improve usability. 

  • Trying to achieve everything in one shot

The simple mantra for a Salesforce project success is to keep it simple. Often enterprises try to achieve everything with Salesforce which makes their system too complex. Though Salesforce is a very flexible tool and can be customized to any level, we have seen successful enterprises use specific Salesforce product to do a specific task (Sales Cloud for sales automation, Marketing Cloud for marketing campaigns, Service Cloud for customer service, etc.). Making the system complicated downgrades usability & performance. 

  • Not investing time on the user training

Let’s accept it – ‘We don’t want to spend a lot of time & cost on training’. But, if you want to make your Salesforce implementation a success and get the most out of it, then you have to invest in user training, as they are the actual ones who will use the tool. If your end-users are equipped with all the skills & knowledge, they can take your business to a whole new level powered by Salesforce. Salesforce is a vast ecosystem that continuously introduces new features and functionalities. It is important for your employees to up-level their skills on a regular basis to enable your system to give you the best results. 

  • Absence of a full-time Salesforce administrator

Salesforce is an exciting journey and you need to instil fuel to support it regularly in order to enjoy the ride. A Salesforce admin who can own the system and offer continued support is far more important than the initial implementation. To make your Salesforce project a success and to get the best results, you need to hire a full-time Salesforce certified administrator, who can always ensure that the end-users are accurately supported, and trained. Admins can roll out new features and confirms that you get the desired value from your CRM. 

CEPTES is a Salesforce Consulting Partner and leader in offering end-to-end Salesforce Cloud implementation, integration, migration, development, support services along with Einstein Analytics and Lightning Services. Our Salesforce certified resources can help you get the best from your CRM with a seamless implementation, integration, and support. With our decade of experience in the platform, we understand how the CRM works and how it can help you with your specific business requirements. Get in touch with us now to start your journey in the world’s #1 CRM platform. 

ALSO READ: How Salesforce CRM can improve your Sales?

Salesforce Integration

Slack & Salesforce Integration: What’s New & How to Integrate?

One of the most popular communication & team collaboration applications Slack, which has 12 million daily active users, has added a few new integrations with Salesforce’s Sales Cloud & Service Cloud. The Salesforce & Slack integrations will enable both the solutions users now to communicate in real-time between Slack & Salesforce Chatter. This integration will boost team collaboration & productivity. 

Slack users can now search and preview Salesforce Sales Cloud & Service Cloud records including accounts and opportunities within the app by using a slash command. As per another new feature, now users can send Salesforce records related to an account or case to another individual Slack user or a channel directly. Sales & service reps using Salesforce can now see Slack conversations related to a Salesforce record. 

Slack rolled out its first integration with Salesforce’s Sales Cloud back in 2016. Apart from the latest integration, we can expect a lot of integrations coming in the near future. The latest integrations will surely be going to make sales & service more seamless and collaborative for both the platform users. 

How to integrate Salesforce & Slack?

You can integrate your Salesforce CRM with Slack using multiple ways such as using APIs (Native Integrations), & Third-party integration tools. The Salesforce-Slack integration enables you to search your Salesforce instance from Slack, and share results in Slack. The integration will also help users share messages both ways between Salesforce Chatter & Slack. In order to integrate & use both the solutions, The Slack AppExchange app needs to be downloaded from the Slack App Directory (www.slack.com/apps). It is recommended to read the installation guide carefully. You can get AppExchange plug-in for Slack here

Native Integrations/APIs
The Slack and Salesforce CRM integration allow users to search and share Salesforce contact and account records and share leads and opportunities. Please refer to this Slack KB article to see the options for integrating both the systems and also how to install Salesforce CRM access from Slack’s App Directory. 

Third-Party Integrations
There are various third-party tools available using which you can integrate Salesforce & Slack. However, we recommend you to verify any third-party tool before installing and to be cautious while deploying. 

 

Source: Salesforce.com, Slack.com