Tag: SMEs

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.

Salesforce Service Cloud, SMEs

6 Ways Salesforce Service Cloud Helps You Deliver Exceptional Customer Service

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

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

Delivering intelligent & productive on-site service

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

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

Know everything about any case

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

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

Get connected

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

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

Reduced time and effort

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

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

Quicker access to relevant information

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

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

Insights through analytics

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

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

automating
SMEs

Why should SMEs opt for Salesforce?

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

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

The CRM approach

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

Process automation

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

Better security

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

Why Salesforce?

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

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

How Salesforce can help SMEs?

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

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

Salesforce Implementation Services 

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

Salesforce Customization Services

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

Salesforce Advisory Services

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

Salesforce Analytics

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

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

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

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.