Salesforce

The healthcare industry is extremely competitive and versatile. To sustain in this competitive landscape, the healthcare industry requires evolving and taking healthcare innovation to new heights. Though, healthcare organizations are focused on improving patient care, as well as their processes, most of them still rely on legacy systems that are inefficient to meet the evolving needs of the organization, as well as its customers.  This is because customers are looking for easy access to quality healthcare services along with personalized care. To drive innovation, healthcare players require adopting technology solutions such as a robust and comprehensive CRM system. Such a system besides helping manage patient data securely and integrating various processes for driving higher productivity also maximizes customer satisfaction level. As one of the most popular CRM, Salesforce offers Health Cloud – a patient relationship management system that has now become an indispensable tool for healthcare companies. To know more about this innovative cloud solution, organizations should consider partnering with one of the reputed Salesforce development companies.  What is Salesforce Health Cloud? Salesforce health cloud is a cloud-powered solution that is leveraged by medical organizations for managing their patient relationships. It allows users to get a comprehensive view of a patient by integrating data available from medical records stored electronically, create smarter care decisions, and connect patients with their caregivers while managing entire patient data.   The cloud-powered solution empowers organizations across the globe to associate their workers, patients, and collaborators with instant information and augment their protection and well-being. The solution can be promptly positioned and can be significant to small and large organizations alike. Some of the Key Benefits Offered by Salesforce Health Cloud So, whether you identify yourself as a payer, a provider, a pharma, or a medical devices company, Health Cloud offers tangible benefits for your in-house teams and your customers. Listed below are some of the significant benefits of the Health Cloud solution. For Providers:  Salesforce health cloud doesn’t replace your EHR (Electronic Health Records) rather it enables you to unravel legacy systems and integrate apps in a flexible platform while using insights for impelling a patient-centric approach to care. Besides enriching your EHR, Health cloud offers the following benefits specifically for the providers: The cloud solution offers a complete view of patient data including minute details such as appointment history, current health status, specialists and medications recommended that too in a single place. It helps in creating a customized care plan for patients while building connections in the caregiver community thereby providing a complete patient experience.  By leveraging private Salesforce communities, patients and caregivers can securely communicate with each other by sending and receiving messages to each other.  For Payers: Since Health cloud offers certain features that are tailored to the needs of the health insurance industry, payers can engage with providers and other members in an efficient way. It is possible to get a 360-degree view of members through proactive identification of risks, operation management, and real-time incorporation of apps with EHR’s and legacy systems.  By having a complete picture of members, agents can provide personalized communications and other support services through quick and intelligent recommendations. Agents can provide detailed support and quicker resolution to cases if they have access to detailed information about the members. For Pharma/Biotech Companies: Health Cloud enables Pharma companies to: Streamline compliance: Patients can have quick access to medicines through prior authorizations, patient sign-ups, and accomplishment tracking. These steps act as an initiating point to scale-up treatment-specific programs so that operational costs can be reduced and the quality of healthcare can be enhanced. Gather information from patients or their HCP (Health care providers) directly regarding approval of scripts, prior approvals, product complaints, and other information that can be easily analyzed for the purpose of reporting.  Personalize the patient experience by helping pharma companies and patients or their providers to connect across their desired devices that too in real-time. The cloud solution offers case management capabilities offering any point access that helps organizations to understand where a patient is in his/her healthcare journey at any point in time.  Final Words: The Health Cloud solution by Salesforce is a healthcare CRM with infinite potential and can be leveraged for improving patient relationships and enhancing the quality of medical services. However, to make the most of this robust solution, it is necessary to integrate the Cloud into the existing systems and software infrastructure of the healthcare organization and tailoring it to meet its specific needs through tailor-made apps and add-ons. To leverage the benefits of Salesforce health cloud, it’s prudent to get in touch with a reliable Salesforce partner who can help you understand, implement and integrate the robust solution. 

The business landscape has become extremely competitive in today’s digital era. Apart from the market competition, evolving customer needs have pushed organizations to prepare for the future. To sustain themselves, organizations are leveraging technology solutions like a CRM (Customer Relationship Management) system to stay ahead of the race. As a cloud-based CRM system, Salesforce continues to be a preferred choice of customers looking to efficiently manage their customer relationship while ensuring operational efficiency by streamlining business processes. Salesforce with its wide array of features, functionalities and cloud solutions can be leveraged by organizations to resolve their unique business problems. However, sales reps are always in a dilemma as to which Salesforce product to opt for especially between sales cloud and customer service cloud as both of them have objects like contacts, leads, opportunities, cases, etc. in common. However, the basic difference lies in their functionality, and organizations should make their choice basis their specific business needs. Let’s take a quick look at the features offered by each one of them: What is Sales Cloud? This Salesforce product is designed to manage, automate, and analyze the sales processes of an organization thereby increasing the efficiency of the sales team. Sales cloud benefits both sales reps, as well as sales managers by helping them accomplish their tasks with efficiency. Since, the Sales cloud functionality can be leveraged to automate customer communication and other activities such as call logging, sending of emails; record-keeping, etc. sales reps are left with sufficient time for nurturing of leads and closing more deals. Sales managers on the other hand can assess the performance of sales reps while developing a strategy that aligns the processes of sales and marketing teams.  Some of the key Features Offered by Sales Cloud Contact & Lead Management: This feature helps sales reps to manage leads, contacts, campaigns, and sales frequency to close more deals. Mobile optimization: This means integration with mobile, which in turn ensures more flexibility. Sales reps can now have easy access to workflows; manage leads easily, clip dashboard, track reports, etc. all at your fingertips.  Reports & Dashboards: Organizations can well manage their business by having access to regular and detailed reports regarding organizational growth, and progress. They can also recognize the insufficiencies to upgrade processes that require the most attention.   Work Process Approval: The Sales cloud interface allows organizations to plan their business in a better way as everything including sales, expenses, and discounts could be availed at one place.  What is Service Cloud? It is an important business tool that positively impacts customer retention rates as retaining an existing customer is cheaper than gaining a new one. The cloud platform provides integration with numerous communication channels that are present within the service cloud UI, which helps sales reps to serve their customers quicker and better. The knowledge base created acts as a useful source of knowledge, which can help service agents to reduce their response time and train agents quickly. Service agents can provide a quick resolution to customer issues as the cloud platform offers service process automation.  Customer service managers can gauge the performance of service agents by accessing the reports on customer satisfaction. This gives them a fair idea of the training and Salesforce support they would have to provide the agents.  Some of the key Features Offered by Service Cloud Service Console: Experts handle and manage organizational tasks to help customers better respond to their services. Chat service: Live Chat is automated, which assists customers looking for solutions. Customer service: This helps in processing customer queries via social media without looking for other websites. Knowledge Base: The knowledge base created can help service reps to better understand customer queries and provide a quick resolution to them.  Email to Case: his feature helps in automating email responses w.r.t case submissions depending on the characteristics of the record.  Sales Cloud vs Service Cloud: What Should You Opt For? Although Service Cloud has a lot in common with Sales Cloud, it does not mean that both the products can be interchanged. Since sales cloud offers features that help in turning a lead into an account, it is recommended for sales-centric organizations. On the other hand, the service cloud is recommended to customer service-centric organizations as it provides features for customer service management and improvement for agent productivity. For organizations having both sales and service requirements, a Sales + Service package is recommended. Final Words:  These are some of the basic differences between the two cloud platforms that can help you decide which cloud platform to opt for as per your business need. It is prudent to get in touch with a reliable Salesforce partner who can help you with the right solution for your business. 

Today, every industry is undergoing digital transformation. Today, forward-looking organizations are becoming future-proof by building their businesses on the foundation of API-led connectivity. Alternatively, organizations that lack APIs are finding it difficult to keep pace in the digital age. In other words, successful organizations are aware of the fact that the more they are associated with an ecosystem of applications, partners, developers, and customer experiences, the more will their APIs grow in value. Today, as the API economy evolves, more and more organizations are collaborating with other members of the ecosystem to co-create API-based products. Such partnerships are not just mutually beneficial for those involved but also offer value to their combined customers. Consequently, organizations are expected to reimagine value creation by collaborating with their partners as they are endowed with customer-centric thinking. Such an ecosystem that offers value to every participant including the company that hosts the ecosystem, the developers, partners, and ultimately the customer offers a win-win situation. While there is no dearth of advice regarding APIs on the World Wide Web, companies tend to feel confused with so much information at their disposal during their API journey. In such situations, they can avail MuleSoft consulting from a reputed service provider. Listed below are some best practices that can help organizations cultivate a thriving API ecosystem:  Begin with Customer Experiences: Irrespective of whether the end-user is your customer, developer, or an internal stakeholder, it’s important, to begin with defining the best possible customer experiences. This strategy which is known as ‘outside-in strategy’ depends on customer needs and preferences and takes into consideration developers, direct customers of API, and the end-users the developers serve. This approach requires the collective imagination of both IT and business teams to come up with next-gen customer experiences. Get Hold of Ecosystem Principles: As organizations, today are using APIs as building blocks for creating an ecosystem and reusing the same in the API economy for future growth, they must follow the following ecosystem principles to unravel innovation:  Organizations should change their outlook of considering API as products and services, which acts as a hurdle to unlock new sources of revenue and allow developers, partners, and others at the door to co-create value. As organizations develop API products, they should be ready to experiment, fail, and ultimately establish their API capabilities as the ecosystem evolves rather than getting bogged down with questions that might overwhelm them. Apart from extensive experimentation, organizations should have a data-driven mindset and a pathway for management and operations. Leaders should size their investments for productivity, revenue, and customer experience to drive maximum value. Define an API Business Model: It’s important to define a monetization approach for creating a sustainable API ecosystem. This approach can be created basis the value delivered by API and the data to different audiences. The API business models are of two types i.e. internal and external. For internal API products, organizations should assess their API investments that are centered on reduced operational expenses, legacy modernization, and improved efficiency. However, for external API products, organizations should contemplate business models that can open up new streams of revenue and new business opportunities. Co-create Value by Engaging with Partners: Once organizations identify their customer experiences and outcomes, it’s important to reunite them against your company’s core competencies. Design and Deliver API Products: Organizations should then decide on the API design followed by developing and securely deploying them using an API lifecycle management solution for a thriving API ecosystem. Effective API products can help drive a higher adoption rate. Developers can use already available resources to develop such APIs rather than spending time on building them from scratch. API Consumption: For ensuring the success of their API investment, organizations should put efforts towards creating strategies that incorporate well-thought-out adoption campaigns accompanied by appropriate customer education and marketing. The API lifecycle management solution adopted by organizations should provide scope to engage their developers and partners in their branded experience. Observe, Measure, Reiterate, and Reprise: Organizations should monitor their business metrics thoroughly while stay close with the members of the ecosystem to focus on achievements, spot glitches, bring forth opportunities, and repeat as required. They should contemplate making improvements by tracing errors, metrics in use, and other desired outcomes. Leaders should also complete the API portfolio, and take note of historical trends to assess which API’s to be promoted or retired. Quick Wrap-up:  To design an effective API ecosystem, organizations should consider partnerships, redefined business models, and an enhanced pace of development. Organizations should establish a centralized model of governance to ensure efficient implementation of API strategies while monitoring the progress of the ecosystem, and finally measuring the effect of investment on the bottom line of the organization. So, whether you are looking to build an API ecosystem or already have one, it’s better to seek MuleSoft consulting services from a reliable service provider.

Salesforce undoubtedly is one of the most powerful and widely adopted CRM systems across the globe. Besides offering a wide array of features, functionalities, and components, the robust CRM offers several tools, platforms, and add-ons that function in association with each other to ensure the effective functioning of the CRM. One such important platform is the CPQ, which is leveraged by organizations to maximize sales efficiencies and generating greater revenue. This robust platform is one of the most adaptable software’s available and can ramp up your team’s ability to streamline the sales operations while enabling them to furnish precise quotes at lightning speed. However, to make the most of this software, it’s important to focus on implementing it effectively within your business ecosystems. CPQ implementation might appear to be a bit tricky for people using it for the first time but to realize the strong potential of this platform, it’s important to take note of few important things. Tips to Successfully Implement Salesforce CPQ? To ensure successful implementation of this powerful cloud-based platform, it is important to go through a reliable Salesforce CPQ guide as the software helps in dealing with matters about pricing directly. Let’s take a quick look at some of the significant tips for successful CPQ implementation: Make the Most of Opportunities: Customer experiences created as a result of services provided by Salesforce CPQ is usually consistent across all platforms and thus play a significant role in sales processes. Apart from this, the platform can also help in shortening the sales cycle thereby creating a win-win for the sales teams, as well as customers. It is therefore important to grab the opportunities that come your way and the ones that could be handled using Salesforce CPQ. You can cater to your customers in a better way by understanding the sales requisites of your organization and providing them with personalized services such as guided selling, automated selling, and more. Salesforce CPQ can be implemented successfully by taking into consideration all the opportunities.  Understanding Your Enterprise: Implementation of Salesforce CPQ is concerned primarily with the sales department yet it is essential to look at the bigger picture as to how the implementation will affect the supply chain system of your organization along with the experiences of your customers w.r.t your company.    Determining Key Business Requirement: According to any Salesforce implementation guide, implementing a new platform or tool within your business ecosystem calls for external and internal modifications. It is important to determine the crucial business requirement before installing Salesforce CPQ. Apart from this, it also essential to look into several other aspects such as the future goals of your company, the current pricing model, product catalog, and the pricing rules. It is also recommended to consider product-related details that are supposed to be included in the platform and how you would manage the current, as well as the existing database.  The positioning of CPQ in your Business Processes: Successful implementation of Salesforce is possible if you can figure out where exactly it will fit in the existing business processes of your organization. It is important to browse all the crucial data stored on different platforms and import the same before the implementation process begins. Moreover, you should comprehend how the implementation of Salesforce CPQ will impact the existing tools and platforms as Salesforce CPQ integrates easily with multiple applications and systems. Make sure none of your existing processes are hindered due to the implementation of CPQ software, and if any issues do arise, it’s better to get in touch with a reliable Salesforce consultant. Be Prepared for Change: However reliable your business processes are and how smooth your Salesforce CPQ implementation has been, certain changes are bound to happen when it comes to the functioning of your sales department. It is important to acknowledge and adapt to the change by planning well in advance.  Key Takeaways: Salesforce CPQ is unquestionably one of the most flexible tools that can improve the ability of your sales team to streamline sales operations. However, the real benefits of this software can be realized by ensuring its proper implementation by following the aforementioned tips and best practices. Engaging with an experienced and certified Salesforce implementation partner during the CPQ implementation journey also makes sense. 

The significance of using SMS (Short Messaging Services) as a business communication tool cannot be denied. In fact, SMS has become an essential aspect of multi-level marketing and is leveraged by organizations to engage with their customers. It is indeed a boon for businesses that cannot afford high-end marketing strategies that require heavy investment. Besides being cost-effective, it is the extensive reach and penetration power of this communication tool that makes it popular among businesses of all types. What makes text messaging more preferable is its independence from the internet, which makes it a cost-effective mode of spreading brand awareness. In fact, it allows the sending of bulk SMS to different groups of people irrespective of global time zone and location. Be it for sending exclusive offers or updates on new products and services, SMS or text messaging has become a perfect tool for business promotion. Today, forward-looking organizations are considering integrating SMS apps into their customer relationship management tool to make it more advanced. One such CRM (Customer Relationship Management) platform is Salesforce that allows it to operate with itself for sending SMS es to clients. One such Salesforce SMS app that provides SMS sending services is the Smart SMS App. What is Smart SMS App? The Smart SMS App is a robust text messaging app that is built natively on the Salesforce platform. The app allows the owner or administrator to send individual or bulk SMS es from the Salesforce panel to the Account, Leads, and Contacts. The app allows the super admin to create multiple users and allocate them authorization to send SMS (bulk & individual) to clients across the globe. This text messaging App is a one-stop messaging solution as it is endowed with some excellent features that can help organizations to gain trust among their customers. Let’s take a quick look at some of the features that make it unique among its competitors: Display Incoming Messages on the Home Page: The app allows the display of incoming SMS es on the home page of Salesforce CRM to the sales reps. This will allow sales reps to have an instant look at the replies shared by the clients with rare chances of missing out on any of their messages. SMS Scheduler: The SMS scheduler app allows the scheduling of sending messages (greeting, promotional or any type of messages) to customers situated across different locations and time zone. Sales reps can easily do so by entering the time, date, number to which the messages are to be shaded, and the SMS template in the Salesforce Org. The SMS automatically gets disbursed at the scheduled date and time. Auto Responders: The Smart SMS App allows users to set up Auto Responses so that whenever a customer responds to a promotional message, contest, or survey, it can respond to the customer automatically when their query matches with the defined Keywords. This will help sales reps win the trust of the customers. Workflow Configuration: The Smart SMS App allows the setting up of workflow basis which SMS es will be sent to the customers. After setting up the workflow configuration, a new rule has to be created by selecting the object to which the rule applies. After this, the option in the evaluation criteria section should be selected as per the requirement. Finally, the criteria should be entered in the Rule criteria section. SMS from Report: The app allows users to create standard and customized reports as per their wish and the data they wish to view. This feature is a perfect solution to unanswered calls and emails. Users can select the template, the report, and the numbers from and to which they intend to send the SMS. Send Single and Bulk SMS: The app allows the sending of single and bulk SMS in a batch of 200 each after button click from the ListView. Quick Wrap-up: These are some of the multiple features offered by this Salesforce Messaging App. By leveraging this app, organizations can connect with their customers in a better way, win their trust and ultimately close more deals. So take your business to new heights by leveraging this robust texting app.

Today, customers have become more informed and aware of their rights, and responsibilities. Consequently, they are trying to connect with the brands they like via social, mobile, web, app, and in-person communications. Now, these interactions are driven by APIs (Application Programming Interfaces), which makes it essential for retailers to create and execute API strategies that can help them connect with their customers in new ways.   Listed below are some best practices, which retailers should keep in mind before creating their API strategies: Prepare a Single Customer View: As businesses grow, it’s important to scale up the systems that are used to track your customers. This is important because data silos tend to get formed over a period of time due to the lack of proper synchronizations of these customer data sources. To retrieve data into a single view is not easy to achieve with legacy tools used by retailers. To bring these disparate systems together and get a single and complete view of your customers, retailers can now leverage MuleSoft – a robust integration tool. By integrating this tool, retailers can get insights, which can help them better know their customers. The API-led architecture of MuleSoft allows seamless integration of different systems, which can be utilized as a single tool.  It’s good to partner with a MuleSoft consulting firm to know more about this integration platform. Optimize the Supply Chain: MuleSoft can be leveraged by retailers to monitor their supply chain while drawing powerful insights about products, orders, and inventories.  All the stakeholders including the sales team, customers, etc. can be provided with real-time information so that issues can be resolved even before they arise. The power of quick information relay will not just translate to better use of inventories but also do away with the loopholes of the traditional tools. Develop Better Orchestration of Data: Apart from getting an omnichannel view of their customers, retailers can reuse the APIs and tools developed for drawing customer insights for creating a data source for reporting, auditing, and accounting needs. This reusability of MuleSoft tools and API’s results in quicker time to market, which ultimately improves the bottom line of their business. Quick Wrap-up: Retail organizations that have been around for some time still use legacy systems to solve their business challenges. However, these systems become inefficient and fail to support interoperability with new technologies as they age. While these issues can be resolved using point-to-point integrations between existing systems but they tend to complicate systems thereby making them prone to failure. MuleSoft’s Anypoint Platform not just helps retailers to enable seamless integration, as well as interoperability throughout the system but also provides the tools needed by retailers to design and develop APIs that developers wish to use. To know more about this platform, it’s prudent to avail MuleSoft consulting services from a reputed service provider.

As one of the most powerful and widely adopted cloud-based CRM, Salesforce continues to reign the CRM space. The CRM owes its popularity to the wide array of useful features offered by it, its ability to get easily customized and integrate with other systems.  Today, given the constant need to migrate data from one system to the other or from one database to the Salesforce org, there arises the need for a system, which not just allows organizations to have access to external databases but also ensures the integrity of the database. Salesforce Lightning Connect allows users to connect to external databases so that they can view the information in real-time. In fact, this integration app has turned out to be a game-changer for the IT department, and the organization at large as they no longer have to manage different databases in their Salesforce org and can view data by just connecting to the external databases. What is Salesforce Lightning Connect? It is an integration tool that helps organizations/users to access, use and display data from external sources along with their Salesforce data. With this tool, they can extract data from legacy systems like Microsoft, Oracle, SAP, etc. in real-time. In fact, everything is configured easily via a powerful point and click interface. The integration tool uses a feature that is similar to ‘custom objects’ in Salesforce and is called ‘external’ objects except for the fact that the data resides in another system.  However, to access external objects, Salesforce Connect makes use of some authentication settings, which includes three types of adapters including the following: Cross-org: This adapter provides access to data that lies in another Salesforce org by leveraging the Salesforce API. With this adapter, the integration tool uses the Lightning Platform REST API to extract data from other Salesforce org, allowing users to associate data with point-and-click tools.  OData: The OData connects with any system that backs the 2.0 and 4.0 OData protocols, which is a REST API for data exchange to get valuable insights from external data sources. The robust tool via the external objects interacts with external data changing into queries that include parameters to filter results. Apex custom adapter: This is basically a code written in the Apex language using the Apex Connector Framework to extract data from various data sources. Salesforce Connect uses the code when specific functions such as running a report are executed so that users can get business insights by connecting to data sources.  When to Consider Salesforce Lightning Connect? When the need is just to carry relevant data without carrying unnecessary data in your Salesforce Organization. When users need small amounts of data at a given point of time. When users are looking for real-time access to data. When users want to avoid the accumulation of irrelevant data. Benefits of Salesforce Lightning Connect? There is so much that Salesforce Connect can help users achieve with external sources and through data integration. Businesses must consider getting in touch with an experienced and certified Salesforce Consultant to know more about this powerful integration tool. Read/write from anywhere:Salesforce Connect lets users to produce, read, update or delete records from external sources in real-time. Custom Adapters for any web API:With this tool, developers can link Salesforce to any web API. Connectors: Multiple Salesforce org can be connected across the company.  How Does Lightning Connect Work? Lightning Connect allows data access from various external sources that too in real-time. Let’s understand the step-by-step process of seeking external permission for creating ‘customized application’ Users need to first open Setupand then find and select External Data Sources in the Quick Find The next step is to either click on New External Data Source or on Edit if users wish to modify a pre-existing source of external data. All the necessary details should be filled up. Choose the most suitable authentication protocol Click on ‘Save’. Finally, to complete the connection, click on ‘Validate and Sync’ To Sum-up: As a robust Salesforce integration tool, Salesforce Lightning Connect helps business analysts and Salesforce admins to access data from external sources in real-time. Since, no duplication or sync delays occur, the integration time is dramatically reduced, which helps in unlocking and updating back-office systems such as Oracle, SAP, Microsoft, and more. To know more about this outstanding integration tool, it’s in your best interest to get in touch with a reputed Salesforce Lightning company.