A lot of business users work on the Salesforce CRM. If you are a Salesforce admin then it is important to create a system which eases the process of adding leads, working on the opportunity, creating reports, etc. Small factors, proper display of primary fields which needs attention if taken care can lead to a smooth & glitch-free system.
Salesforce Community Cloud
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October 22, 2018
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Uditi Jain
Salesforce Community – A branded space for your employees, customers, and partners to connect.
Different business encounters different problems and consequently in order to fulfil the varied business requirement we need a hundred different solutions.
Salesforce is the most commonly used CRM tool around the globe, introduction to the community helps business users collaborate among staff, funders, members, volunteers and other supporters. The launch of such platform has made business users connected with all the customers on a single place as per their shared interest. Some businesses have also adopted this platform as a standalone platform in managing their client relationship.
What is Salesforce Community Cloud?
Community Cloud is a social platform from Salesforce.com that is designed to connect and facilitate communication among an organization’s employees, partners and customers.
For example, if your customer wants to know how many different products are there for choice, he doesn’t have to wait for your team to respond, he can see all the list on the community portal. If the company had a million customers and had to face a million requests a month its satisfying to present the customer with an updated database.
The solution to the problem is given by Salesforce in form of Community cloud that gives all the customers access to the Salesforce data so that they themselves can reach the product list and can also filter them as per their significance.
Apart from this, the business user can manage the access level of all the customers as per their association with the business. This is all taken charge by the Salesforce in order to maintain specific information visible to the users as there may be millions of customers and all they have the different type of involvement with the business.
It is an awesome way to share information, collaborate internally on projects/tasks, or communicate with customers in a more personalized way. Salesforce community cloud is accessible with Enterprise, Performance, Unlimited, and Developer editions of Salesforce.
Communities can serve a business by,
1. Driving more sales by connecting your team with your distributors, resellers, and suppliers.>
2. Delivering world-class service by giving customers one spot to get all their solutions within least time.
3. Managing social listening, content, engagement, and workflow in one place.
The use of community cloud may vary business by business, however, in the nutshell, it’s a way to share information accumulated in Salesforce without building costly users. There are many features on the community cloud and many tricks on how it can help drive your business smoothly.
Communities allow creating user ID and Passwords, or access for the users. However, instead of manually creating access, a business can leverage Salesforce’s Social Sign-on features. This allows access to the community through different social networks like LinkedIn, Twitter, Facebook, and Google, or even leverage Salesforce, Amazon, or even Azure Active Directory to permit login. Salesforce also supports OpenID Connect standard.
It also has some pre-built templates for business use and also gives the advantage to create front-end templates for community portal. For most simple use-cases, the user can customize it little for specific needs. However, giving it better look and feel business users prefer designing it via custom Visualforce force pages.
The custom template allows the customized way to log-on users to the community. The login and logout screen can be customized to match your website or brand UI. It also enables users to register themselves for a community through self-registration pages.
We as a Salesforce Consulting Partners has observed how our clients get profited after practising Community.
Let us start this blog by defining the meaning of a Salesforce Trailblazer. A trailblazer is a person who is not afraid of learning new things, does innovative work and most importantly, a person who builds a better world for others.
Who is a Salesforce Consultant?
A Salesforce Consultant is a knowledgeable, experienced person who helps in utilizing your CRM qualities to the fullest which will benefit your business.
Finding a suitable Salesforce Consultant who can be fit for your business is never an easy task. You need to have confidence in their Salesforce experience, knowledge, problem-solving abilities.
Automation has now become an indispensable part of every software and service, Salesforce Marketing Cloud is a packet of digital marketing automation and analytics. It’s good to see website analytics and email data that run together seamlessly and where we require it. More profits have come out with the partnership between Google Analytics 360 and Salesforce. It allows trailing campaign data and website performance metrics from Google Analytics and makes it available within Salesforce Marketing Cloud.
With this integration, transactions that occur outside of email, or landing page templates generated by the tool are traced. Google Analytics serves as a data hub covering the success of different campaigns from different tools, marketers can get a more comprehensive picture of their email journey and mobile marketing efforts and how they affect website behaviour and conversions.
Integration has allowed a new set of metrics accessible in the Marketing Cloud interface:
Site Usage
Sessions
Bounce Rate
Goals
Goal Completions
Goal Value
Goal Conversion Rate
Abandonment Rate
E-commerce
Ecommerce Conversion Rate
Revenue
Transactions
Average Order Value
Till now, there was no way to view Google Analytics data along with email metrics. The most simple solution to this problem has always been to use constant campaign tracking parameters, export data from diverse systems, and mix them together in a third reporting suite. Now the process has become simple which means marketers have perspicacity at an arm’s length. It tracks traffic on the website, check clicks to the website and determine the source of traffic on the site. Google Analytics 360 provides easy reporting. The integration uses campaign tracking parameters from emails to correlate website visits with a Marketing Cloud campaign.
When you connect this data with the offline exchange and qualified lead data from Salesforce Sales Cloud, we are proposing the free-flowing marketing data paradise we’ve all fantasised of.
With this increased feature, we as a Salesforce Consulting Partner are delighted as we can provide our customers with satisfying solutions.
Humans are a bit resistant towards the changes and we don’t adjust towards change easily. When one is in their comfort zone, then it is hard to get them out and put in a different & new zone.
Taking my friend’s example, she worked on excel sheets for over 4 years and one day her organization switched to a new solution and asked all employees to manage their work on that new solution only.
That new solution was Salesforce. I know about Salesforce and its benefits so if I was in her place, then I would jump out of happiness. But she was not aware of it so she was finding it hard to adjust to the Salesforce Solution.
Well, we know that using Salesforce with the business process, not only improves the efficiency but also create a transparency among the department heads so that they can administer and take action when required.
It doesn’t matter how awesome your new Salesforce Solution is if your employees don’t use in their day to day activity. So, it is important to follow End-User Adoption techniques so that your employees can make the most of the Salesforce Solution. You can improve End-User Salesforce Adoption by the following methods:
Proper Training / Guidance to the End users:
It is important to provide full-fledged training, especially to the immediate end users before switching to a new Salesforce solution. Video, tutorial, live demo on UAT or Developer Mode proves to be quite beneficial and helps a lot in adapting.
One can also provide customized training for different users depending upon their permission, groups. When the employees attend the training, they share their doubts, feedback about the solution which in turn helps in making the solution even better for the employees.
Proper User Documentation:
It is a common phenomenon that most of the said things in any meeting, training evaporate from the human mind in a given period of time. We tend to remember few things while other parts are lost.
Suppose you gave training to your employees about the new Salesforce Solution but there will be a chance that few of your employees get stuck in some functionality and they don’t have anyone to ask for help. Well, in that case, their productivity is hampered and time.
So, it is always better to provide User Documentation of newly developed Salesforce Consultant or Salesforce Solution so that they can refer the document whenever they get stuck.
Implementation of new solution with ongoing work process:
While designing a new Salesforce solution for your organization, try to blend the existing business process flow and new solution together so that the employees can get used to the new system while performing their day to day activities.
Make your users understand the importance of new solution:
When there is demand, then there is a supply and the same applies here. When you sense need for implementing new solution equipped with new technology then you go for the new solution and implement it with the existing business process to ease the ongoing flow.
It is also important to explain the need for introducing a new Salesforce solution and what benefit can one achieve from the new solution.
That’s all for this article, in case you need Salesforce Consultant or Salesforce Implementation Partner, then please feel free to reach out to us at sales@girikon.com
It is a worldwide truth that Salesforce is World’s number one CRM. It will be quite obvious for the business owner to go with Salesforce CRM for their business. If you need clarification on why you should go with Salesforce CRM, then please check out my previous article here.
Let us now assume that you will use Salesforce CRM for your business for the sales management. Now, its functionality is not limited to sales management only, you can expand its functionality depending upon your business model.
Salesforce CRM will not only boost your sales process but it will also display the loopholes in your business process like cold leads, lost opportunities, contact or leads having insufficient data, etc., through “Reports & Dashboards”.
You can generate a lot of reports based on different parameters and apply various filters and know what needs to be fixed to improve the efficiency. Like this there are many features of it which can improve your process.
To offer timely services, you can make use of case management, where you can set the priority of the case and assign to the concerned agent. So, for every problem there is a solution available with the Salesforce.
Can I implement Salesforce on my own?
The answer is easy. Yes!!! For sure you can configure and setup Salesforce CRM for your business. But to take the full advantage of such a good CRM you will also need assistance from a Salesforce Consultant.
A Salesforce Consultant has comprehensive knowledge & experience in Salesforce and knows every in and out of it. You can bring the hidden features of the CRM on your table so that you can juice it and bring maximum profit.
How hiring a Salesforce Consultant can help you?
So, you can implement Salesforce CRM on your own but for making use of its full capacity, it is also recommended to hire a Salesforce Consultant.
Save the time of your colleagues: When you implement a new system and need immediate result then you have to learn to operate it quickly so you attend training of that system. Now, this training part is newly added to your old routine so now your colleagues will provide undivided attention to training and normal job responsibilities.
Now, hiring a Salesforce Consultant is beneficial in this case. If there was no deadline for achieving result, then you could have gone with the training and invested a good amount of time. But, now you need result soon so Salesforce Consultant can do the setup, customization to yield a solution and your team can focus on their job.
Going with Coding standards: Hiring a Salesforce Consultant also means that whatever customization they are doing is following the best practice which means your system is protected from web hacking, making your software stable and the quality of the software is also improved.
Fast Support & Maintenance: After implementation, customization your system was working really well. Now after some time, you start facing some issue which is hampering your production and efficiency. So, with the help of Salesforce Consultant, you can always rely on them for support.
How hiring a Salesforce Consultant Increases ROI?
Adapting New System: You have implemented Salesforce CRM for your business. Now after proper training and guidance when your employees will start using that system then it will improve their efficiency, redundant data will get reduced, you can track their work (leads, opportunities), know their pipeline.
You will have a better idea of your business flow. You will come to know about the issues faced by your employees and then you can also work on it. So, this is also increasing your Return on Investment.
That is all for this article, in case you need Salesforce Consultant for any Salesforce related work, then please feel free to reach out to sales@girikon.com
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