Salesforce Einstien is Salesforce CRM infused with artificial intelligence to provide better insight about the data to the marketing and sales departments.
Salesforce Einstein is backed with Deep Learning, predictive analytics, natural language processing, Machine Learning, and smart data discovery.
Each version of Einstein is customized as per the customer. The model learns by its own and behaves as per every interaction and data.
Image Courtesy: Trailhead
Einstein Voice was introduced at Dreamforce ’18 event. Einstein Voice consists of two products- Einstein Voice Assistant and Einstein Voice Bots.
Einstein Voice Assistant will enable the sales rep to verbally log (record) the meeting notes, updates about the meeting, any fresh idea or new lead into the Salesforce mobile app.
Now each time a sales rep gets any new data or need to update anything related to their associated records in the Salesforce then instead of texting or manually updating the information, he can just use Einstein Voice Assistant to update the record or log new piece of information.
Image Courtesy: Trailhead
On the other hand, Einstein Voice Bot allows the customers to build their own voice-activated assistant and customize for their company.
Clearly, Einstein Voice will change the data entry game forever and allow the sales resp to capture more leads and close them on time leading to more business for their company. These voice bots can be used on Google Home, Alexa devices and other voice platforms as well.
Normally a sales rep’s day starts mail checking, putting reminders of things which needs to be achieved through the day, upcoming meetings. Now with Salesforce Einstein Voice, a sales rep can start the day with voice-activated details about upcoming meetings and tasks with the help of smart speakers or phone’s speaker.
A sales rep can record notes in the Salesforce mobile app by talking to their mobile device while driving or on the go. Einstein Voice with the help of AI can also automatically analyze the captured notes and relate the keywords like name, company name to the associated records like opportunities, accounts, contacts.
After relating to the associated records, it will also suggest follow-up tasks linked with the new updates so that the sales rep can close the deal.
Image Courtesy: Trailhead
Apart from capturing meeting notes, Einstein can open and review any Salesforce dashboard and display reports. It can also share meeting knowledge with the participants of the meeting.
Let’s hope that Einstein Voice helps in improving customer services and taking it to the next level. Here at Girikon, we have worked with Salesforce Einstein and delivered several projects successfully. In case you need any assistance in the Salesforce Implementation or Salesforce Einstein then please feel free to reach out to us at sales@girikon.com
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In the early 90s and 2000s, customer service was about face to face communication, emails, and telephone contact. After the arrival of the Internet of Things (IoT), the face of customer service changed for good.
Let’s get into the nitty-gritty detail to know what Internet of Things (IoT) is. Internet of Things (IoT) is the network of physical devices, vehicles, home appliances, and other software items which are connected to the internet and enables these devices to connect, collect and behave as per the surrounding environments using embedded sensors, processors and communication hardware.
With the evolution of CRM, smartphones and cloud-based application Internet of Things is growing and becoming stronger day by day.
Haven’t we all imagined a smart home where lights are turned on automatically as you enter home. At morning when you get up, your favorite music starts and an automatic kitchen where the coffee pot starts brewing when you come out of the washroom.
The above things seemed like a science fantasy movie a few years back but thanks to the Internet of Things (IoT), now these all are possible. All the home appliances, smart devices are connected and communicate with each other which makes this wonder happen.
If the Internet of Things (IoT) add magic into your day to day life then just imagine the benefits it will bring into the customer service sector. According to a report of Gartner, 8.4 billion connected things will be in use worldwide in 2017, up 31 percent from 2016, and will reach 20.4 billion by 2020.
IoT also makes machine smart. Smart products can identify faults, communicate with the technical support and initiate actions to resolve them. All this happens before your customer is even aware of the issue.
With the help of Salesforce IoT, your support team can easily track the actual usage and new opportunities emerge from that data. Before that, you have to find out useful IoT data for your business. Now with the help of Salesforce IoT, you can actually create program based on your own idea with minimal coding in the Lightning Platform.
After implementing IoT for your business, it is really important to organize and manage volumes of data. A small volume of data can be managed easily but if you have a large volume of data we have another solution called Einstein.
Einstein will assist you with data on how to manage it and based on the activities and trends. For example, it will assign data to the team to solve an issue, flag them as per the requirement.
That’s all folks for today. That’s all for this article, in case you require Salesforce Implementation Partners or Salesforce IoT expert, then please feel free to reach out to us at sales@girikon.com
With the progression in technology, business practices are shifting more towards automation.
#1 CRM, Salesforce is also packed with automated marketing component named Salesforce Marketing Cloud which is a platform for marketers that allows them to create and manage relationships with customers.
The Marketing Cloud consolidates integrated solutions for customer journey management, email, mobile, social media, web personalization, advertising, content creation, content management and data analysis. The business user can make predictive analytics to help make decisions such as, which is the best communication channel as per user response. It is endowed with a component called Journey Builder that helps marketers tailor campaigns to customer behavior and specifications, demographics and transmission channel choices.
The business user can take benefit of event-driven triggers to initiate actions like when a customer joins any new program, a trigger runs in the background to send a welcome message, other events could trigger data updates in the customer contact record.
The Marketing Cloud is also connected to Salesforce.com’s Sales Cloud and Service Cloud , which concedes coordination that produces a unified experience and prevents customers from being reached separately by marketers from all three groups.
The key characteristics of the Marketing Cloud include
➤ Messaging(Email / SMS) at every step of the customer journey, keeping the customer updated and involved within the process.
➤ Drag-and-drop segmentation makes the job easy for all type of users.
➤ 1:1 content personalization ensures customer specific content.
➤ CRM and cross-channel integration with external platforms make process management sound.
➤ A/B and random-split testing.
➤ Lead capture automatically via various sources capturing relevant details.
➤ Comprehensive, real-time tracking and reporting of the Organization progress.
➤ Pre-built templates and themes for better customer engagement.
Practicing Marketing cloud to manage marketing tasks takes organization brand to a different level, we as Salesforce Marketing Cloud Partner ensures following best practices to achieve the maximum throughput.
Salesforce is very handy in terms of integrating it with different platforms. It has allowed various platforms to sync resulting in enhanced user experience.
This package is also an integrated package resulting in an outstanding outcome. This package utilises Twilio API to enable direct SMS from Salesforce as more than 50% prospects prefer SMS over emails.
This package is developed on the Salesforce platform, allowing scheduling of Single / Bulk SMS / MMS campaigns from Objects and Reports. It empowers organisations to reach out to more customers quicker with Salesforce via scheduling features that use workflows to send the customised customer-specific messages.
The features of this package include,
● Individual & Bulk SMS / MMS
● Customised email template
● Interactive Chat window
● SMS notification on email
● Schedule SMS / MMS on the weekly/monthly basis
● SMS from Reports
● SMS History
● SMS usage tracking
● SMS OptOut feature
The user can create customizable SMS templates with dynamic field values and interactive emojis that give users an individual touch and allows tracking of all the SMS sent to their customers that provides a consolidated repository of SMS activities.
The businesses can keep the record of SMS usage in a graphical arrangement determining Outgoing SMS, Incoming SMS, etc.
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.
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