Managing superior customer relationships is no longer a choice but has become a necessity in today’s era. This is easier said than done as businesses are engaged in multiple activities including but not limited to managing multiple business processes. Salesforce – a robust cloud-based CRM has become one of the most popular and widely adopted CRM platforms across the globe. The innovative platform is endowed with multiple features, functionalities, and components that can be leveraged by businesses to resolve their business issues.

As an entrepreneur, if you are looking to scale up your business, you must work on streamlining your business processes while ensuring operational efficiency. With its wide array of features and functionalities, Salesforce can be leveraged by organizations to manage their processes efficiently. However, suppose your Salesforce solution fails to address your unique business needs. You can either turn to a ready-made App from App Exchange or opt for custom Salesforce Apps to achieve the desired functionality. Although AppExchange is an easy way to get the desired functionality, a custom Salesforce app is undoubtedly a better option. It’s better to seek Salesforce support from a reliable service provider to learn more about the custom Salesforce App. Listed below are some of the compelling reasons why the Salesforce Custom App is preferred over an AppExchange App: Cost-effective: Getting a custom App developed is a more cost-effective option than buying one from AppExchange, especially with multiple users and a constrained budget. This is because AppExchange Apps require paying monthly subscription fees. On the other hand, a one-time payment for development, testing, and deployment is made irrespective of the number of users. However, before you choose, make sure you compare your subscription fees with what a developer or a test engineer would charge for one-time work. Covers Industry-specific Business Processes: If you are looking to integrate some industry-specific processes into your solution, creating a custom App with specific techniques per your unique needs is a better option. AppExchange apps, on the other hand, can help add universal functionality, for instance, one that allows clients to sign contracts sent in their inbox from Salesforce. Allows Integration of Salesforce with niche software products: To get access to certain marketing or designing materials, you may require a custom integration App for integrating your Salesforce solution to an online platform. AppExchange Apps, on the other hand, has several ready-made integration applications for connecting that can be used to integrate your Salesforce solution to a third-party system. Additional Scope for Customization: When you opt for a custom-developed App, you leave the scope for tailoring your application in the future due to a change in business process or an increasing number of App users. On the other hand, an AppExchange App offers no such guarantee or assurance for modification in the future.  How to Manage Your Customization Project? It is essential to organize the customization process to get your customized Salesforce solution aligned with your business needs. Although Salesforce customization isn't rocket science, it may require extra effort than anticipated. By following the sequence of the steps mentioned below, your chances of success will increase: Seeking Input of End-user: It is crucial to seek your employees' feedback regarding the CRM challenges they might be facing, the features they consider useful, and the ones they are missing out on to comprehend the scope of a future customization project. This helps you figure out the functionality gaps that require elimination.  Engaging a CRM Manager: Make sure you appoint an experienced and qualified CRM manager who can help define the scope of customization, plan the customization process, and provide custom features besides managing the ongoing support to a tailored solution.  Choosing the Right cooperation model: It is essential to define the scope of your project and your business requirement before selecting the right cooperation model. You have two options, i.e., an FP (Fixed Price) contract, which agrees with a one-time delivery of custom features with fixed scope, and the T&M (Time and Materials) contract. Hiring the Right Salesforce Services Provider: Choosing a Salesforce service provider with thorough consulting and development skills is essential. While the consulting skills are vital for detailing the effective ways of addressing your business challenges, good development skills are required to make Salesforce solutions work just as needed. Keeping Costs under Check: To check the cost involved in customization, you should take a reasonable approach to customization by prioritizing custom features that are sufficient to meet your business needs while doing away with the need for excessive code-based customizations. A quick wrap-up:  Salesforce customization is a practical way of making your Salesforce CRM a profitable sales and customer service tool that can curb the concerns associated with poor user adoption. To ensure your customization process is a success, make sure you note the aforementioned best practices. If you are looking for an app designed specifically to meet your business needs, investing in a cost-effective and custom-developed Salesforce App is better. Consider partnering with one of the best Salesforce App Development Companies to get the most out of your investment. By developing a custom-developed App, organizations can enjoy the business process and operational efficiency. 

Salesforce – a cloud-based CRM has a record of being the most widely adopted CRM platform by businesses of different sizes and domains. With its wide array of features and functionalities, Salesforce has helped businesses achieve their business goals. Salesforce has helped businesses supercharge their selling process by augmenting collaboration, creating personalized experiences, and removing data silos. Like any other sector, Salesforce has revolutionized the healthcare sector by ensuring better collaboration among health care teams, augmenting patient-provider relationships, and eventually attaining enhanced health outcomes.    The Salesforce Health Cloud released in 2016 has exhibited several advantages for the healthcare sector. To know more about Salesforce and its benefits, it makes sense to partner with one of the best Salesforce consultants. Let's explore some of them: Get a Complete View of Patients: It is possible to get a clear picture of every individual's profile, including their data (non-clinical and clinical), communications, demographics, and other essential information from claims system, EHR, and more from a central location. Empower Patients: This cloud solution empowers patients and healthcare providers to track the progress of health goals. It is possible to connect in real-time to address patients' queries or family members' queries from a single device.   Provide Quicker Personalized Care: With this cloud solution, it is possible to monitor cases and prioritize tasks based on instant needs and degree of importance. Apart from this, it is possible to section inhabitants in terms of demographics, risk, and other parameters while collaborating across the entire network of care providers while setting reminders for patient follow-up. Enhance EHR: Since it is possible to access the right data at the right time, earning patients' trust becomes easy. Health Cloud enables users to unravel EHR systems and integrate apps securely and flexibly. Why Should Healthcare providers use Salesforce? Connect Disparate Data Sources: Removing data siloes is what Salesforce is known for. An average system uses multiple systems such as EHR, Insurance claims system, billing information, lab reports, etc. This wealth of data is scattered across several systems and therefore isn't very useful. By using APIs, all types of data can be integrated securely with Salesforce. Besides this, tools like Mulesoft Accelerator reduces the burden on IT teams. By efficiently bringing together disparate patient data in a single place, healthcare providers are empowered to make better decisions and spend more time on patient care.  Make Intelligent Use of Data: Salesforce can be leveraged to improve health outcomes by using its analytical capabilities on data. Tools like Tableau, formerly known as Einstein Analytics, provides healthcare providers with actionable insights so that patient need can be proactively fulfilled by anticipating their needs. It is also possible to identify high-risk patients via risk stratification to get enrolled in the right health care management program. In other words, Salesforce empowers healthcare providers to make data-driven decisions, ultimately leading to greater patient-provider satisfaction. Collaboration of Care Team: Salesforce empowers healthcare providers to create a team that would include members of the patient care community, including physicians, household caregivers, or any one part of the healthcare journey. This becomes possible as Salesforce Health cloud develops on the capabilities of the service cloud. Individuals can assign tasks, send messages from any device, or view care management plans based on their team position. In short, it is a win-win situation for patients and providers.  Personalized Experiences: Consumers today expect personalized experiences across their journey with a brand. With Salesforce, it is possible to personalize every step of a customer's healthcare journey. Contact center agents can offer precise and tailor-made answers to patient queries as it is easy to access relevant information from visual care timelines and patient data cards. By consolidating clinical and non-clinical data in a single place, personalized care plans can be created. Besides this, healthcare providers can also address specific requirements of patients even before patients bring them up.  Moreover, based on patient preference, patient communication can be handled through calls, messages, or an online Salesforce portal. The innumerable opportunities of personalization offered by Salesforce can deepen patient-provider relationships, build trust and lead to better health outcomes. Data Security: For healthcare organizations, data security is of utmost significance. Breach in data security will not just put patient safety at stake but can cost millions. Salesforce allows organizations to stay in control of their data by staying HIPAA and HITRUST compliant. Healthcare organizations can ensure that electronically protected health information (ePHI) is encrypted and can be accessed only by authorized users using Health cloud associated with Salesforce Shield. Irrespective of the restricting nature of the regulatory guidelines, Salesforce paves the way for advancement. Healthcare companies can pick from the vast array of the available native Apps present on the App Exchange platform to add functionality to improve processes without compromising on data security.  The Bottom Line: As we step into the New Year while enduring the pandemic, healthcare providers require operating as efficiently while offering first-rated care. Besides ensuring the aforesaid, Salesforce Health Cloud can provide a 360-degree view of a patient, which paves the way for intelligent data usage at every stage of the patient care journey. This empowers healthcare providers to offer services that best meet patient expectations. Healthcare providers should consider contacting certified and experienced Salesforce Implementation partners to implement Salesforce Health Cloud. By creating innovative healthcare solutions, implementation partners will empower organizations to meet the evolving needs of today’s healthcare industry. All the healthcare players such as hospitals, nursing homes, pharmaceuticals etc. can benefit from custom solutions offered by these service providers.

Today, organizations, irrespective of their size and business domain, prefer to use robust CRM (Customer Relationship Management) software to manage customer relationships and their business processes. However, they are also using several other apps, which can help them reap several benefits that can help them attain their business goals quickly and efficiently when integrated with their CRM. As leaders in the CRM space, Salesforce integration holds significance.  Today, several organizations across the globe are leveraging this CRM to ease business operations and provide better service to their customers. Salesforce integration allows easy management and execution of these activities through third-party apps. Several such business beneficial apps are available on the Salesforce AppExchange platform. Users can easily download and configure these applications to streamline their business operations. Salesforce integration services helps CRM users or employees switch between Salesforce and other apps to access all functionalities of the third-party app. Listed below are some of the benefits of Salesforce integration: Easy Access to Data: Through the integration of apps, it’s easy to access the data of other apps. With access to meaningful data, actionable insights can be derived, which in turn can allow you to make better business decisions. Enhanced Productivity: Since data processing can be done in several ways, it can be used by different systems that are related. Compared to the manual compilation of data, automated data processing can significantly reduce errors, allowing you to get error-free results.  Meaningful Insights: Managers are empowered to make informed and intelligent business decisions as they access managed and meaningful reports.   Automated Workflow: Businesses can quickly achieve their goals through point and click automation of workflow as apps and integrated systems function collaboratively.  Things to Consider Before Salesforce Integration: Frequency of Data Transfer between Systems: Once the data that needs to be transferred is extracted, it’s essential to know the time required for data movement between systems to understand the frequency and speed of synchronization and the direction of data movement.  Identify the Integration Type: In the case of a real-time system, the information is updated as soon as a record is created. However, batch integration might not occur on an immediate basis but occurs at a particular time. So, for any integration project, knowing the type and frequency of the same is essential. Integration Fields: Finally, identify the fields that need to be integrated and mapped with other fields. Schema or structure may be required to understand the relationship between two fields or objects.                 Quick Wrap-up: Every business has to follow multiple steps to ensure successful integration. The Salesforce owed AppExchange platform offers several Apps that provide successful integration. Through well-planned and tactical processes, organizations can enjoy several benefits. Keeping at bay the aspects that can lead to unsuccessful integration makes it possible to reap multiple business benefits. It is essential to connect with a reliable Salesforce consulting partner to ensure successful Salesforce integration.

If delivering personalized experiences to your customers at every touchpoint is a priority, leveraging Salesforce Marketing Cloud makes sense. Organizations can leverage this omnichannel marketing platform to plan, personalize, and optimize their marketing campaigns to make their workflows effective and efficient. However, to tap into the complete potential of the Salesforce marketing cloud, it’s essential to ensure its’ successful implementation. Reaching out to a certified and experienced Salesforce Consultant can be advantageous. It’s essential to take note of the following best practices to ensure the strategic and successful implementation of Salesforce Marketing Cloud: Determine a Starting Point: Salesforce Marketing Cloud is made up of multiple tools. However, it isn’t easy to implement them instantly and leverage their benefits. So, it is essential to set your business priorities, customer needs and processes while determining a starting point and then figuring out which tool to start with. Gather the Right Team: It is essential to bring the right people aboard to ensure the successful implementation of the marketing cloud. It is vital to have people who can represent your business and associates with strong technical acumen in your team. It is also crucial to identify sponsors and stakeholders who will be involved in the implementation process.  Establish a Clear Goal: Once you have determined the starting point and have brought the right team in place, it’s time to define a clear goal using Marketing Cloud for your first project. Choosing a measurable goal is suggested related to business objectives to exhibit greater return on investment. Define Your Audience: Once you have set your goals, it’s time to define your audience and then after your plan has been established, clarify your audience (both from business and technical perspectives) and then resolve any discrepancies in your CRM. Recognize and gather data required to run a campaign for your target audience. Map the customer journey: Make sure you factor in all the channels and touchpoints to evaluate the existing state of your customer’s journey. Also, ensure to identify the significant challenges and recreate their journey to make the most of the marketing cloud product you are leveraging.  Communicate Effectively: Effective communication is a significant aspect of managing change, creating liability and transparency. It’s essential to develop a plan for stakeholders and sponsors to communicate your adoption of the marketing cloud. To keep making progress, make sure to raise performance, increase learning, and remove roadblocks. Move Ahead with Urgency: Don’t allow anything to hinder your adoption of Marketing Cloud. Make sure you move toward the launch date with urgency by imbibing flexibility within your team’s culture. Take Time to Review: Finally, take some time out to retrospect what worked in your favor and what didn’t and all this from a team and client perspective. Rejoicing success and collecting feedback is critical to improving your cloud practice over time. Final Words: It takes time and patience to get started with Salesforce Marketing Cloud. Every participant part of the implementation process should have a strategic mindset to work through the lengthy implementation process. Once done successfully, the results are attained in saved time, streamlined workflows, and augmented productivity. It is essential to seek Salesforce support from a reliable implementation partner to ensure successful implementation.

In today’s competitive business landscape, it isn’t easy for customer-facing teams to manage their customer relationship without the help of CRM (Customer Relationship Management) software. Besides managing customer relationships, a powerful CRM can help in achieving operational and business process efficiency. This explains why many organizations, irrespective of their size, use a robust CRM.  However, to maximize their ability to reach and engage with leads, organizations should leverage a CRM integrated texting App that can provide them with features that cannot be provided by individual text marketing software. One such CRM integrated messaging App is the Smart SMS App built natively on the Salesforce platform.  The robust App offers a wide array of advantages over regular SMS services. By leveraging such a Salesforce texting App, organizations tend to add automated text messaging to their ongoing marketing strategies and tactics, which will pave the way for better customer engagement and more closed sales deals.  By integrating text messaging in their CRM, brands can benefit in several ways:  It allows brands to use cross-channel marketing differently. It paves the way for multi-channel marketing, allowing brands to attract and convert new customers while retaining existing ones.  It ensures that the right message is sent to the right user at the right time. Brands can segment their client base and send tailored and targeted messages to every client, depending on their purchase history. A CRM integrated SMS App will ensure improved customer relationships as the SMS functionality assures better chances of connecting and selling.  A CRM integrated SMS App will help organizations improve their brand awareness. It will become easy for customers to forward promotional messages to people in their group who might become customers. By leveraging a CRM SMS App, organizations can send reminders for meetings, appointments, and deadlines to customers and sales reps. This will saves time and money while improve the overall efficiency of the organization. Quick Wrap-up: There are several other benefits of CRM SMS integration other than those mentioned here. Such an App is a crucial addition to your brand and business in general. So, if you wish to place your business at the forefront, it’s essential to include one of the Best SMS App for Salesforce as a part of your marketing campaign, which can take your business communication to a new level. 

The retail sector is figuring out new ways to stay at the top. Given the rise in online sales and digital buyers, retailers require introducing robust digital solutions that can help eCommerce businesses gain an edge over their competitors. One such solution that is tailored to meet the specific needs of online retailers is the Salesforce Commerce Cloud. Companies should consider leveraging Salesforce Integration services. What is Salesforce Commerce Cloud?  Salesforce Commerce Cloud, earlier known as Demandware, is an eCommerce solution that was designed to help retailers provide a unique shopping experience to users irrespective of the channel they are using. The robust solution offers rich features to help retailers better engage with shoppers and ultimately convert them.  What are the Key Solutions Offered by Salesforce Commerce Cloud? Salesforce Commerce Cloud offers numerous solutions that are customizable as businesses can pick functionalities and services to suit their specific business needs:  B2C Commerce: This solution is designed to transform the digital shopping experience for customers across different channels. Its primary purpose is to engage the brand and the shoppers irrespective of which channel they purchase from. This functionality covers everything from handling order lifecycle, creating marketing campaigns and customer-oriented promotions. These solutions help organizations improve their customer support teams, augment the rate of customer satisfaction, personalize customer experience while providing them with relevant information before and after they have made the purchase. B2C commerce cloud utilizes AI technology to predict customer behavior and provide recommendations to help clients find the products they are looking for.   B2B Commerce: Capturing the attention of business buyers might be difficult. B2B commerce is a solution to meet the complex needs of customers while entering the market spread across various industries. B2B commerce helps businesses respond to the growing competition and constantly evolving requirements while introducing innovation in their business operations. The robust solution provides buyers with a self-serving buying experience while simplifying online shopping by automating invoicing, billing, and reordering operations. Order Management: The key to online sales success is proper order management. Organizations can leverage Salesforce Order Management solutions to automate multiple operations related to the management of inventory, fulfilment of orders, payments, etc. Besides this, the solution also covers challenges related to return and refund policies allowing customers to feel more comfortable while shopping online. Benefits Offered by Salesforce Commerce Cloud:  Predict Customer Behaviour: Salesforce CRM with AI integrated within it and known as Salesforce Einstein eliminates the need to analyze data gathered manually. It does away with the need for third-party integration. The AI-powered CRM also predicts customer behavior, recommends personalized product offers, and automates repetitive tasks to save time and money. Providing customers with special offers, loyalty programs, and discounts makes it possible to enhance their overall experience. Improved Marketing Management: When combined with the marketing cloud, the Salesforce commerce cloud solution allows marketers to create promotion and marketing campaigns to create more clients. The cloud solution can manage everything from social media campaigns, paid promotions, email marketing, and reporting. Apart from this, another benefit of using this tool is the ability to run A/B tests to optimize conversions. Mobile Experience: To sustain this competitive business landscape, retailers require a mobile-friendly website with an intuitive design. With Commerce Cloud, marketers can deliver the best possible shopping experience for mobile customers irrespective of the device they use. Commerce Cloud follows a mobile-first approach to allow its users to access features anywhere and anytime.  Scalability and Customization: For businesses looking to venture into new markets or have attained a certain level of growth when they need to scale up their resources, Commerce Cloud offers customizable and scalable solutions. Businesses can start with essential features and allow more functionality on the go. It means that companies will have to pay only for answers that they need without including any useless features. Final Words:  Solutions offered by Salesforce empower businesses of all sizes to expand and meet the constantly growing customer demand. So, if you wish to remain competitive in the retail industry, driving digital transformation across the entire organization is a must. Suppose you are looking to implement Salesforce commerce within your business ecosystem. In that case, you must seek professional support from one of the most experienced and reliable Salesforce consultants who can help your business grow and thrive.