Salesforce

Some Salesforce Consultants are successful in building a stable client base that they nurture and grow over time while others find it a rocky road and eventually hit a wall. Have you ever wondered what the difference is? Client relationships. Strong client relationships are the foundation for a successful Salesforce Consulting practice. Loyal customers are not only a joy to work with, but they also stay longer with you and are happy to refer new clients. How to build lasting client relationships? Below we have compiled a list of actionable ways to nurture and grow client relationships that will not only improve client satisfaction but also grow your business. Pay attention to detail and gather all information The foundation of a strong consultant-client relationship is laid before the client even signs up. Good consultants are aware they need as much information as possible about the prospect to come up with a proposal that stands out from the competition. And the key component of that proposal is how it aligns with the business’s goals and values and the personalities of the people you’ll be working with. This means collecting “objective” information like: Their products and services. The end-users and their profile. Top 3-4 competitors. Prioritized goals and associated challenges. Strategies that have not yielded desired results in the past. Tools, apps, and systems currently being used. Budget – long term and short term. Expectations from a new consultant It also includes “subjective” information such as: What is their definition of success? Future business plans such as new products or services. Mission and values they stand for. What is unique about them and how are they different from their competitors? Skills, experience, interests, and preferences of the team you’ll be working with. What are their pain points and wants from a new consultant? Absorb the information The intel you collected will be utilized not only in your bid document but will also be leveraged throughout the entire project execution lifecycle. Take the time to absorb and understand every point in depth so that it is made evident in everything you do. Go above and beyond with your proposal From the point of view of a project, your bid illustrates how you will go about achieving your client’s goals. From the point of view of a relationship, it’s an opportunity for you to demonstrate that you have a deep understanding of your client’s business and its people. To be successful, you need to seamlessly link what and why. What refers to activities included as a part of the project and why should link one of the "whats" to one of the business goals? Once you identify the why, establish the expected measurable outcome once the why is addressed. Include in your proposal how you will measure this outcome. This approach demonstrates your commitment to the client’s business and its people and shows that you care about the people impacted by your proposed offering. Have an onboarding process Once the client has signed up with you, there are bound to be regular interactions across the user group. A smooth onboarding process sets the benchmark for free and open communication and ensures smooth execution which is necessary for a long-term client relationship. Start with a kick-off meeting to ensure everyone is on the same page and well-versed with the goals and expectations of the project. Treat clients as partners Treating your clients as partners in success lays the foundation for a purposeful and fruitful engagement, where both your and your client’s points of view are respected, and each does their best to ensure success. At the end of the day, it’s a transactional relationship and a well-defined partnership ensures that each party delivers its end of the bargain. ​Be proactive Share fresh ideas and propose new strategies. Inform the concerned teams in advance about any disruptions that may be caused due to system changes or changes in requirements. Educate the teams and empower them to be proactive. A proactive approach based on transparent communication lays the foundation for a seamless execution and ensures success for all concerned. Be a good listener Clients can at times get reactive about results. While you may be doing a great job with your project, the results are not going through the roof. Instead of stone-walling the client’s perspective, use a more empathetic approach such as: “I see what you’re talking about. It’s a valid point. “ “We’re glad you brought this up.  Let us review this and allow us a week to report back to you.” Position yourself as a partner in the journey. Value everyone's point of view, evaluate objectively, and present your findings to build a long, trusting relationship. Establish a framework for communication Conduct scheduled meetings with relevant stakeholders and end them with clearly defined action items Set up weekly or fortnightly meetings to review progress and answer questions. Make the meetings more about listening than talking. This illustrates your intent to be accountable and helps build trust with the client. Leverage text messaging to build rapport and personal connections with team members and foster a more informal way of working. Share your concerns early This is particularly relevant when the business landscape is changing rapidly. Avoid saying yes to everything they want. Clients may have big plans and as a consultant, it's your job to double-check on everything they want for its viability, its efficacy, and impact on the overall project. Understand the challenges – both short-term and long-term, and communicate your concerns clearly. Establish quarterly business reviews Quarterly reviews with the senior leadership are a great way to build on relationships. Make these reviews focussed on high-level strategy, allowing the client to reflect on long-term goals. Review past strategies, what's worked and what hasn't, and pivot if need be. Quarterly reviews are also the apt time for a client to provide insight into the changing business landscape, and the shift in goals (if any), and to establish how these changes impact the scope and budget of the ongoing project. Strong client relationships are the backbone of a successful Salesforce Consulting practice. It lays the foundation for increased loyalty and referrals and makes the journey a joyful one.

Businesses today are generating mountains of data and forward-looking business leaders recognize that there are critical insights hidden inside their data. With AI, businesses can unlock these insights to identify trends, opportunities, and challenges. Building a strong enterprise-wide data culture along with robust and trusted AI holds the key to unlocking these hidden insights. While business leaders recognize the value of data for decision-making, a recent global survey conducted by Salesforce amongst 10,000 of them reveals some interesting facts. 67% of them are not using data for making critical decisions like product or service pricing Less than 33% use data to drive strategies for new markets 79% don’t leverage data for diversity and inclusion While the above numbers revealed something unexpected, here is what the survey summarized. Companies that make data-driven decisions are more likely to beat sales targets than those that don't Companies that combine AI with their data showed an average increase of 30% in revenue Companies that embrace this approach are able to reassign human and financial capital quickly and can create personalized customer experiences much faster What can you do now? Here are some suggestions for creating a strong data culture. We will take these items up later in this article. Put together the right team Provide them with the right tools and training Test your theories on a pilot scale and iterate Prioritize the human aspect of your data culture Identify areas where AI can derive more value from your data Data-driven V/s data-informed In a data-driven company, most of the organization’s employees can access and analyze data, draw inferences about what it means, create a dashboard, visualize data, and use all of these to determine the next steps. Employees in a data-driven organization don't depend on data analysts to do this. Being data-informed enables organizations to make decisions based on a mix of data, research, experience, and insights. Data-informed organizations may or may not have the skills that data-driven organizations have. Why is it critical to build a strong data culture Business leaders have to deal with countless challenges before embarking on building a data culture. Avoid over-analysis by starting with a single use case that validates the value of your new data culture approach. McKinsey research has shown that data-driven organizations achieve their goals faster and their data culture initiatives contribute at least 20% to earnings. Here’s why this works: Data analysis identifies actionable trends Data analysis identifies patterns that unlock value and enable organizations to utilize opportunities faster. Adding AI to the mix can accelerate the process by doing a deeper dive into data analysis at scale and serving up recommendations. Combining data and AI drives growth, promotes innovation, fosters collaboration, and creates uniqueness. AI and machine learning increase success by 30% Organizations that still rely on legacy knowledge and instinct to guide decision-making are missing out on opportunities. With AI and machine learning, organizations can make quick and accurate decisions. According to Salesforce research, adding AI to organizational data and business functions eliminates the guesswork from the decision-making process and increases success by an average of 30% across important metrics like operational efficiency, employee productivity, and topline growth. Strategic work keeps employees engaged When decision-making is guided by data analysis, employees spend less time on mundane tasks that add little or no value and can focus on strategic or creative tasks. This keeps them engaged and improves their productivity. Salesforce research shows that 84% of organizations that have adopted a data culture observed higher employee retention. Empower the right team The best way to create a team of data champions is by showing not telling. Illustrate with real numbers how data-driven decision-making increases revenue and customer satisfaction and streamlines operations. Instead of choosing any random use case to illustrate your point, capture their attention by selecting a project that scores a financial win and one that you can scale for greater impact. Here’s how you can start: Step 1: Put together the right team Create a working group of employees from across the organization with diverse backgrounds and functions. These team members should have a collaborative mindset, unique skills and abilities, and individual organizational perspectives. Ensure that you include employees across the corporate strata such as senior executives, managers, engineers, consultants, and machine learning scientists. Step 2: Provide them with the right tools and training Salesforce research stats on data literacy don’t paint a pretty picture.  Only 35% of the surveyed workforce has received training on data visualization tools and 29% on statistical tools. 27% percent workers say they can interpret data outputs relevant to their job function, and only 26% say they can use that data to make decisions. With proper access to training on technology-driven data analytics, organizations can empower their entire workforce to unlock the power of data to drive decision-making. Step 3: Test your theories on a small scale and iterate Start small, analyze results, refine your theories and iterate. Eventually, a winner will reveal itself when your employees can measure the impact of your project on their bottom line. Step 4: Prioritize the human aspect of your data culture Encourage involvement of all team members in the entire process from setup, testing, fine tuning, to data analytics and its application for decision making. This will ensure that you avoid bias and guesswork which can have a negative long-term impact. Take data at face value to avoid bias by proxy. Let’s consider ZIP codes as an example. At face value, they are just a location indicator. But sometimes ZIP codes can be a proxy for an area’s racial makeup and financial services companies consider ZIP codes in loan applications. Decisions based on this data point must be free of bias. Step 5: Identify areas where AI can derive more value from your data You can start your AI journey at many places, in any department, for any function, or extend it further if you’ve already started. Start small, demonstrate results, and bring everyone on board. Establish guidelines and standards for consistency, security, accountability, and ethics from day one. Ensure completeness and accuracy of your data to make the best use of AI. Incorporating an AI-driven data culture can be a daunting task.  It takes time and effort to bring people on board, retain their interest, and demonstrate results. For most business leaders, this transformation may be a whole new experience. This is where working with a Salesforce Consulting Partner could prove to be very useful. At Girikon, our certified consultants can guide you on this transformational journey of embracing AI with a strong data culture. Contact us today.  Take the next step to build your AI-powered data culture.

Businesses across industries are leveraging emerging technologies such as Artificial Intelligence and machine learning to power sales, marketing, customer service, HR, and operations. In fact, banking is one of the top industries to embrace Chatbots in recent years to streamline operations and enhance the customer experience. Banking chatbots are AI-powered virtual assistants that can understand customer requests, resolve their queries, and execute transactions. Chatbots are software programs that have in-built machine learning algorithms and can process natural language prompts to automate the relationship between a customer and a bank. GirikSMS Salesforce Chatbot developed by Girikon Inc, a Salesforce Development Partner, help banking institutions streamline operations, scale customer service, reduce costs, and improve customer satisfaction. In this article, we will explain what GirikSMS can do for banks and their customers and how bot-driven automation can benefit banking institutions in several ways. Chatbots are cost-efficient. Bots allow you to scale operations quickly without the associated costs of additional manpower. The era of mobile banking. Customers today prefer digital first and the need for on-demand mobile banking is increasing across all age groups. GirikSMS Salesforce Chatbots are available 24/7 and can be easily integrated into mobile banking apps to offer immediate resolution of customer queries. Customers prefer text. Most smartphone users are well versed with popular messaging apps such as WhatsApp, Slack, and SMS, using these channels for daily interaction with friends, family, and even businesses. Text conversations over these apps are now the preferred choice for most users. GirikSMS ChatGpt Empowered Salesforce Chatbot uses the power of conversational AI to interact with customers over these popular messaging apps and channels ushering in a new era of digital services. Here’s a look at some of the use cases where GirikSMS APP can help banking institutions automate their day-to-day operations to enhance the customer experience. 1. Onboarding new customers New customers can rely on GirikSMSChatbot for onboarding activities such as: Uploading all required documents and validating them. Sending agreements for review and sending reminders to complete the documentation. Setting up a new account and providing a guided tour of available products and services Downloading and exploring the banking app on users’ mobile phones. GirikSMS ChatGPT Empowered Chatbot can also be used to collect feedback from new customers about the onboarding process for detailed analysis and ongoing improvement. 2. Provide 24/7 customer service GirikSMS Chatbot can be extremely useful in customer service operations. They can resolve routine customer queries quickly and enable banks to scale 24/7 support to customers. They can answer commonly asked questions and provide accurate answers to customer queries quickly without any wait times. Not just that, customers can also modify account information such as an address, all within the chat conversation. 3. Transactions GirikSMS Salesforce Chatbots can help customers perform banking transactions such as fund transfers or opening a deposit account. GirikSMS is native to Salesforce. So, if a user types the name of a beneficiary to do a fund transfer, the bot can look up the receiver’s account in the CRM and execute the transaction. Some of the other transactions that GirikSMS Salesforce SMS App can help customers with are: Report a missing/damaged card. Report an unauthorized transaction. Change account passwords. Modify account limits or apply for higher limits. Apply for account upgrades like more privileges. Apply for a loan. 4. Providing financial advice GirikSMS  Chatbot can be virtual financial assistants. Based on the customers’ income and spending habits they can recommend saving plans, tax tips, and recommend best-fit banking products. 5. Cross-selling Banks offer a range of products and services such as insurance, loans, mortgages, wealth management, etc. GirikSMS Salesforce Chatbots leverage CRM data and analyze past customer interactions across multiple channels to make intelligent recommendations about new products that may be relevant to them. 6. Preventing fraud GirikSMS Salesforce Chatbots record all interactions with users in the CRM and can use natural language understanding capabilities to detect suspicious behavior to alert agents to take prompt and appropriate action. Data from chatbot conversations can be used to identify patterns and train the chatbot. 7. Onboarding new recruits GirikSMS Salesforce Chatbots can be used to assist new employees by: Answering their queries about the company’s policies. Providing access via interactive menus to onboarding material such as documents, presentations, charts, photos, or videos. Setting up IT accounts and assisting them with system walkthroughs and privileges. GirikSMS Salesforce Chatbots can also train employees on several aspects of customer communication and engagement. 8. Assisting in internal operations GirikSMS Salesforce Chatbots can also act as virtual assistants for banking personnel by providing them with quick answers when dealing with customers. They can answer questions related to Policies and regulations. Products and services offered. Intelligent forecasts on customers based on their account status. GirikSMS Chatbots for Salesforce can also help streamline internal operations by sharing documents across team members and facilitating reporting and evaluation processes. 9. Omnichannel availability Customers today prefer digital first. And they engage with brands on multiple channels such as websites, mobile apps, social media, and messenger apps. GirikSMS Chatbot for Salesforce can be easily integrated across all popular channels ensuring that you are available to them 24/7 regardless of where they are. While the above use cases can be a game-changer for banks, it is also important to follow certain best practices to make the most of this disruptive technology offering. Here is our list of 5 best practices for implementing Chatbots. 1. Understand the limitations and challenges of Chatbots Work with your Salesforce partner to have a thorough assessment of the capabilities and limitations of AI Chatbots to set the right expectations. 2. Protect user data Banking institutions must secure and protect the data and information gathered by Chatbots.  Giving confidence to customers that their data is secure with you builds trust and loyalty. 3. Secure transactions Chatbots, especially customer support ones open up opportunities for hackers and fraudsters. You must ensure that all transactions and interactions over bot conversations are encrypted and secure. 4. Create specialized chatbots Banking offers many use cases for deploying Chatbots such as lead generation, sales, and customer service. Start with a simple use case and deploy chatbots in phases. 5. Test extensively An erroneous chatbot can lead to frustrated customers. Test and train your chatbot extensively before going live. As Salesforce expands its boundaries to integrate the disruptive technology of conversational AI and adds more functionality into its platform, you need the support of a Gold Salesforce Consulting Partner like Girikon to unlock its true power. Connect with one of our experts today to learn more about how you can harness the power of GirikSMS Chatbots for Salesforce.

In the rapidly evolving business environment, it is essential for companies to utilize state-of-the-art technology to stay competitive. Nowadays, forward-thinking businesses are incorporating artificial intelligence (AI) into their operations, particularly through the adoption of customer relationship management (CRM) software, to automate and enhance their CRM processes. Salesforce, a leading CRM platform, has consistently been a pioneer in innovation, especially in the realm of artificial intelligence (AI). Notably, Salesforce AI has transformed the way organizations handle their customer service processes. The integration of Salesforce and AI is more than just an augmentation. It has indeed opened new avenues in Customer Relationship Management (CRM). Rather, it offers a smarter, efficient, and a highly custom-made customer interaction. To know more about Salesforce AI integration, businesses should consider partnering with a reliable Salesforce consulting partner. Salesforce and Generative AI: A Dynamic Relationship As a cloud-based platform, Salesforce is highly customizable and configurable and can be leveraged by organizations to meet their unique business needs by tailoring their services. By leveraging tools like Salesforce Flow, users can automate intricate business processes, create agile service experiences, while streamlining data management. The next phase of transformation will involve incorporating the capabilities of generative AI into a versatile platform using Einstein GPT. This integration holds the potential to transform the way businesses function and engage with their customers How to Leverage AI to Improve Customer Service? Listed below are ways how AI can help businesses provide better service to their customers:  Improved Customization: Utilizing AI will empower businesses to deliver personalized experiences by harnessing customer data and their preferences. This will pave way for tailored recommendations, quick support, and a deeper comprehension of customer requirements. Unified Omnichannel Support: AI-driven chatbots can integrate easily with several communication channels such social media, web chat and more. This guarantees uniform interactions across several platforms, offering customers a unified experience. Intelligent Automation: AI can be leveraged to automate repetitive and mundane tasks thereby saving a lot of time that can be used up by human agents to focus on more complex and strategic activities. This will boost productivity, quicken response times, and optimize cost for businesses. Sustained Learning and Development: AI systems will keep gathering insights from customer interactions, feedback, and real-time data, which in turn will foster continuous improvement. This continuing improvement will yield more precise responses, intelligent recommendations, and enhanced overall performance. What are the benefits of AI in customer service? AI in customer service offers several benefits that can improve the overall customer experience and streamline business operations. Some of the crucial advantages include: Increased Productivity: Leading IT players believe that AI can be adopted by organizations to serve their customers in a better way. Research conducted reveal that access to AI assistants and tools can increase productivity for support agents significantly.  Increased Efficiency: Carrying out tasks manually can be burdensome for service agents. This includes tasks such as navigating between different systems to access customer history, searching for relevant informative articles, sending field staffs to service locations, and manually inputting responses. These manual processes are usually prone to errors as they are executed by humans. The integration of AI in customer service can provide intelligent suggestions to service workers drawn from knowledge bases, and customer data. A more Personalized Interaction: When a customer interacts with a chatbot, artificial intelligence (AI) has the capability to retrieve vital details, such as the name of customer, location, account type, and language preferred. If the inquiry demands the involvement of a field service technician, AI can promptly convey all relevant information to the technician, allowing them to deliver tailored service as soon as they arrive on-site. Less Exhaustion and Enhanced Morale: AI empowers agents to do away with monotonous, time-intensive tasks, enabling them to focus on tasks that demand creative thinking, problem-solving, and intricate critical thinking. These activities significantly impact the overall customer experience. Consequently, it shouldn’t come as surprise that majority of IT leaders anticipate that generative AI will alleviate workload of teams, while reducing burnout. Scalability: AI systems can simultaneously handle a huge rush of customer queries making it simpler for businesses to scale their customer service operations without consistently increasing staffing levels. A Practical Service Experience: AI has the capability to draw information from contracts of customers, warranties, buying history, and marketing data. This ensures the identification of optimal actions for agents to pursue with customers, even post the conclusion of the service engagement. The future of AI in Customer Service: The future AI seems to be quite promising in the customer service industry. In the years to come, artificial intelligence is poised to gain prominence in workplaces given the ongoing advancements in technologies such as machine learning and natural language processing (NLP). Besides handling routine tasks, these AI programs will offer significant insights into consumer behaviors and habits through big data analysis. Organizations can utilize this valuable data to optimize their return on investment in marketing strategies and branding initiatives. As technology evolves, AI is set to play a key role in uplifting customer experiences and boosting operational efficiency. Final Words: The fusion of AI and Salesforce is reshaping the CRM terrain, presenting matchless possibilities for organizations to elevate both their customer relationships, as well as their operational efficiencies. This integration when leveraged by businesses enables them to position themselves at the frontline of technological advancement, ensuring they stay competitive and in agreement to the ever-changing needs of their customers. In doing so, organizations can provide value to customers and stakeholders while future-proofing their operations in this quickly evolving digital era. Organizations should consider availing Salesforce implementation services if they wish to make the most of the integration of Salesforce and AI. 

According to Salesforce research, close to 90% of customers say that a business's overall experience is as important as its products or services. In today’s competitive landscape where companies are juggling between staffing shortages and overwhelmed resources, they need to be able to do more with less.  Customer expectations are at an all-time high, and given the plethora of options available to them, anything less than an exceptional experience will lead to customer churn. Automation and self-service technologies have given many businesses across industries a significant improvement in productivity, cost savings, and customer satisfaction. In 2021, Salesforce reported that customers using its Cloud products and self-service tools such as AI chatbots witnessed a 30% increase in customer satisfaction along with a 27% improvement in agent productivity. To meet this ever-growing demand, Salesforce launched Virtual Assistant – an Einstein-powered chatbot solution built specifically for financial services businesses to automate routine customer requests faster across popular digital channels like SMS or messaging platforms. This enables agents to focus on complex cases while chatbots can promptly resolve routine service requests, such as updating credit card information, renewing subscriptions, making payments, modifying subscription plans, and more. Virtual Assistant offers multilingual support, allowing businesses to use a single chatbot across multiple geographic regions regardless of their native language. And in the future, Einstein-powered Virtual Assistants will automatically create support articles based on customer conversations. Salesforce Chatbots for financial services come with pre-built bot templates, leading to faster setup and deployment. They can streamline support and assist agents with routine questions such as “How do I calculate my tax?” or “How do I upgrade my insurance plan?” With Virtual Assistant, financial services companies can re-direct thousands of customer calls to the Salesforce Chatbot leading to significant cost savings. Salesforce Chatbots can handle thousands of concurrent conversations for queries such as loan application status, product information, insurance premium renewal, claim filing, technical support, and more, freeing up dozens of front-line agents. Salesforce Chatbots improve the customer experience by enabling seamless self-service for simple tasks, thereby significantly reducing wait times to speak with an agent. The rewards of embracing self-service technology can be substantial, and businesses need to leverage technology to scale quickly and deliver efficient customer service. Features of Salesforce ChatBots Salesforce Chatbots powered by Einstein are equipped with advanced features to solve customer issues by replying to their questions and understanding their behavior to evolve continuously. Here are some stand-out features of Salesforce Chatbots that you should be aware of before you hire a Salesforce Development Partner for its implementation. Natural Language Processing (NLP) Salesforce Chatbots use NLP to understand customer intent and provide relevant answers. This makes bot interactions more natural for customers. Multi-Channel Support Salesforce Chatbots can be deployed on multiple channels such as mobile apps, websites, online stores, social media pages, and on popular messaging platforms like WhatsApp and SMS. This allows customers the convenience and flexibility to interact with businesses on their preferred channels whenever they want. Personalization Salesforce Chatbots can personalize responses based on customer data, their preferences, past purchases, and browsing behavior, making every interaction more relevant and meaningful. Contextual Conversations Salesforce Chatbots can understand and maintain context across multiple conversations regardless of the channel, thereby providing more accurate and relevant responses to customer queries. Integration with Salesforce Salesforce Chatbots are built on the world’s leading CRM platform, allowing for seamless integration with other Salesforce cloud products. With Salesforce Chatbots, managing customer data has never been easier. Analytics and Insights With Salesforce Chatbots, businesses can get valuable insights into customer behavior. By analyzing customer interactions, Salesforce Chatbots can help businesses identify areas for improvement to enhance the customer experience. Continuous Learning Salesforce Chatbots leverage machine learning algorithms to learn continuously from every interaction and better their responses over time, improving the accuracy and relevance of responses as they gain more experience. Here are some generic features of Salesforce Chatbots. Re-direct bot conversations to human agents for complex customer queries. Understand the intent of customer queries. Rapid response times. Understand customer input and recognize errors. Available 24/7. Lead generation – collect customer data and qualify leads for sales teams. Scale customer service with personalized automation and connected customer data According to Salesforce, new features in Financial Services Cloud such as proactive service and call deflection will enable financial services firms to reduce operating expenses while delivering exceptional customer service experiences: In 2021, Salesforce customers reported a 27% increase in case resolution with self-service automation and AI-powered Chatbots (Virtual Assistant). Salesforce Chatbots automate routine request resolution across popular messaging channels such as SMS and WhatsApp, so agents can spend more time on cases that necessitate human intervention. With Customer Service Coordination, agents can collaborate in Slack to fast-track case resolution. With automated workflows and custom Chatbots, Customer Service Coordination gathers customer data and generates alerts in a central Slack channel allowing teams to respond to critical incidents faster like fraud incidents, executing time-sensitive trades, and claims processing. With the Customer Data Platform, financial services marketing teams can unify customer data from multiple sources with a point-and-click interface. This enables marketing teams to engage with customers across multiple channels such as web, email, mobile, and social media in a far more personalized way.  With Salesforce Chatbots, enhanced Insights, and Data Actions, one-on-one advisor interactions and transactions can be triggered in real time. A unified console with actionable insights and workflows for faster service New features in Salesforce Financial Services Cloud include AI-powered dashboards and Chatbots to deliver key insights: With Intelligent Agent Desktop, agents can get access to deeper customer insights from right within the console page. With Customer Identity Verification, agents can reduce the risk of fraud, and with Customer Record Alerts, Chatbots can serve up issues that customers may not be aware of when they initiate a conversation. With Analytics for Financial Services, financial services businesses can interpret customer data with insights for faster and better decision-making, eventually delivering more revenue, and strengthening customer engagement. Girikon has been a Salesforce Consulting Partner for over a decade providing unique and scalable solutions for the financial services industry. We have the necessary expertise in-house to deliver tailored experiences to every customer through self-service, automation, and AI to improve efficiency across your business. Contact us today to learn more about how Salesforce Chatbots can transform your financial services business.

There has been a gradual shift in the way customers interact with businesses, over the past few years. For ensuring long-term customer-relationships, organizations should focus on compassion, convenience, personalization, and digital transformation. So, how are organizations delivering seamless experience to users? They are doing so by strategically and systematically planning digital transformation on the right platform and Salesforce Lightning provides the right platform to develop applications quickly. It makes sense to get in touch with a service provider that offers reliable Salesforce Consulting Services What is Salesforce Lightning? Salesforce Lightning platform is a cutting-edge platform that empowers users to enhance their CRM platform and user experience (UX) in an improved manner. The user interface of the Lightning platform was unveiled by Salesforce in the year 2015 and has since then evolved into the standard interface for all Salesforce enterprises. Thanks to its distinguishing design, productivity tools, and integrated artificial intelligence features, Lightning streamlines business operations and help businesses attain their objectives. Businesses can create personalized and adaptable applications using the Lightning Component-based framework, all the while providing immersive user experiences through Lightning components. Why is Salesforce Lightning Preferred Over Salesforce Classic? While Salesforce Classic provides numerous CRM features, end users are increasingly seeking a streamlined user-centric design with fewer clicks and modern functionalities like drag and drop. By identifying this demand, Salesforce has introduced Lightning Experience, the next iteration of the Salesforce user interface designed to augment speed and productivity. With the 'mobile first' approach gaining prominence, there is a pressing need for responsive user interfaces and single-page applications. Lightning offers a set of tools and technologies that provide a fresh and contemporary user experience appropriate for both desktop and mobile applications. How is Salesforce Lightning Re-defining User Experience? Salesforce devised a user-friendly and intelligent platform that boosted the productivity of sales teams seamlessly while facilitating greater and quicker deal closures. The look and feel of Salesforce Lightning incorporate user interface improvements like readable text, graphics and icons resulting in a more lucid view of the business. Moreover, the application offers upgraded dashboards that enhance the visibility of critical metrics for specific business units, enabling a holistic overview for all teams and customers. The Lightning Platform offers an enhanced user experience through the incorporation of drag-and-drop functionality along with heightened security settings for Salesforce implementations. Lightning serves as an intelligent tool that adapts to existing organizational habits and patterns, providing smart recommendations as and when utilized. It streamlines the access to Contacts, Quotes, and Proposals for sales professionals thereby reducing the need for excessive clicks and external work, which ultimately enhances the efficiency of sales teams. Why Should Businesses Prefer Migrating to Salesforce Lightning? Businesses that have migrated to Salesforce Lightning Experience are likely to be more productive than those working in Salesforce Classic. The Salesforce Lightning allows businesses to close deals faster with enhanced rate of collaboration and conversion. For better end-user experience, the Lightning platform offers robust functionality. Lightning provides high-end security to users.  It provides user-friendly interface that allows you to create responsive applications. With Lightning, businesses can offer superior customer services, improved personalization and increased rate of conversion.  The databases are updated automatically to provide you with intelligent insights with the help of Einstein Analytics. What are the Significant Benefits of Using Salesforce Lightning for Your Business? Salesforce Lightning can assist businesses with several benefits including increase in their productivity, seamless operations, and work on modern interfaces. Some of the benefits offered by Salesforce Lightning include:  Sales Automation: Achieving cent percent efficiency in converting leads into sales is nearly impossible. Therefore, organizations are creating different strategies to boost their conversion rates, although the outcomes may not always fulfill their expectations. Salesforce Lightning with its latest features aims to automate the sales process. Enhanced User-experience: Salesforce offers a modern and intuitive interface for the Lightning framework. Though, the changes are difficult to observe with the naked eye, the overall experience is seamless. The interface is customizable and is designed to increase productivity. Quick Development of Apps: Creating and building applications has never been easy than it is today. Due to the component-based nature of Salesforce, businesses can seamlessly incorporate pre-made components from Salesforce partners and incorporate them into your application. The most delightful aspect is that you can effortlessly employ these components by simply dragging and dropping them. Quality Leads: Ample amount of time is left post your application development and optimization of your sales process. The time left can be allocated to Einstein AI Technology, which helps in understanding the specific needs and objectives while monitoring possible leads. Its tracking capabilities include comprehensive data on all potential leads about their sales preferences, performance, and interactions. Einstein uses this data to filter the leads before you approach them in-person. This ensures that organizations will receive high-quality leads which are most likely to turn into sales. Data Privacy: Data privacy remains the pinnacle feature of any framework. You would not appreciate breaching the policies and sneaking into your business information. With the new updates in Lightning, CRM has focused on privacy. The individual components that are a part of the Salesforce Lightning framework cannot interact with each other. This eliminates the likelihood of malicious activities while providing a fresh interface for the users. Quick Wrap-up: Salesforce Lightning is one of the best available CRM solutions for building customized applications. With Lightning, organizations can augment the competence of sales and marketing teams while increasing overall ROI. If you want to migrate from Salesforce Classic to Salesforce Lightning or simply implement Salesforce Lightning, you must get in touch with a reputed Salesforce Lightning Company

Chatbots are making their way into almost every industry known to man. With businesses recognizing the value of automating repetitive tasks, it is only a matter of time before we witness a large-scale adoption of Chatbots across industries and businesses. One of the interesting things about Chatbots is that they can be programmed to accomplish different tasks for different industries. GirikSMS Salesforce Chatbot, developed by Girikon, a Salesforce Implementation Partner for over a decade, helps businesses across industries automate tasks, streamline operations, scale quickly, and reduce overall costs while improving efficiency. GirikSMS Salesforce Chatbots are powered by AI and machine learning and leverage Salesforce CRM data to deliver personalized best-in-class customer experiences at scale. While it is impossible to detail each and every scenario where GirikSMS Salesforce Chatbots can come in handy, this blog gives an overview of how you can leverage GirikSMS Salesforce Chatbots for your business success. And our chatbots are self-learning, which means they get better with every interaction. Here are some use cases for GirikSMS Salesforce Chatbots. CONSUMER GOODS AND RETAIL Customers spend a lot of time navigating through menus and category pages to find the one product they want to buy. And if this discovery process is too long or something else grabs their attention, many of them abandon their carts. GirikSMS Salesforce Chatbots can help compress this product discovery journey for customers. GirikSMS Chatbots give customers easy access to product information and give smart product recommendations based on their past purchases. Not only that, GirikSMS Salesforce Chatbots can also generate discount coupons and offers on the fly for customers who have abandoned their carts, to nudge them to complete the purchase. GirikSMS Salesforce Chatbots are a great tool for sales and marketing teams.  Chatbots assist sales and marketing reps by leveraging CRM data and providing real-time reports and alerts. GirikSMS Salesforce Chatbots can help teams with personalized customer information and serve up highly accurate, timely, and relevant data to help them move leads faster through the sales funnel. FINANCIAL SERVICES You have likely interacted with a chatbot while dealing with your bank for routine queries or operations such as fund transfers, balance inquiries, approvals, and more. The financial services industry is one of the early adopters of Chatbots. GirikSMS Salesforce Chatbots can be used by financial services businesses to improve customer satisfaction and engagement. For instance, banks can use GirikSMS Chatbots to interact with customers for routine queries such as account balance, bank statements, fund transfers, starting an investment plan, investment advice, and much more. Insurance companies can use GirikSMS Salesforce Chatbots for offering automated services such as premium renewal, plan upgrades, claims processing, educating customers on technical terms, sending alerts and reminders, and more. And this is on the customer interface. Financial services businesses can also use GirikSMS Salesforce Chatbots to perform several routine and repetitive internal operational tasks such as contract review and analysis, sorting, segmenting and qualifying applications, employee engagement, IT ticket management, and more. HEALTHCARE GirikSMS Salesforce Chatbots can be very useful for healthcare businesses.  They can perform routine tasks for receptionists and nursing staff such as checking supplies inventory, posting requests for supplies and medicines, managing appointments and home visits, assisting doctors with patient reports, track post-op recovery, managing appointment calendars, and much more. MANUFACTURING The manufacturing sector has always struggled with communication gaps in day-to-day operations. Manufacturing companies have to deal with a dynamic supply chain of wholesalers and distributors and need them to be in sync with their assembly line. GirikSMS Salesforce Chatbots can help manufacturing companies connect all constituents and facilitate seamless interaction. Vendor management, shift management, and product-related assistance are some of the areas where GirikSMS Salesforce Chatbots can be useful in the manufacturing industry. HOSPITALITY GirikSMS Salesforce Chatbots can used to provide better guest experiences, acting as a virtual concierge and assistant for hospitality businesses. GirikSMS Salesforce Chatbots are available 24/7 to provide best-in-class service that improves customer loyalty and satisfaction. AVIATION GirikSMS Salesforce Chatbots bots can be used by the aviation industry to book, re-schedule, or cancel tickets, plan travel, send reminders, notifications, and announcements, assist with web check-ins, provide flight options based on customer preferences, and assist with other travel arrangements. EDUCATION GirikSMS Salesforce Chatbots work seamlessly with Education Cloud to deliver exceptional experiences to students, faculty, and staff. For students, GirikSMS Salesforce Chatbots can automate many tasks within the recruitment and admissions process, providing assistance to students, conducting surveys and polls, engaging with parents and building trust and confidence, managing advisor appointments, updating students on campus happenings, assisting in course enrolment, submission of assignments and more. For faculty, GirikSMS Salesforce Chatbots can assist with scheduling special classes, setting up virtual advisory sessions, managing assignments, tracking student progress, and much more. OIL AND GAS GirikSMS Salesforce Chatbots can be used by oil and gas companies to improve productivity and reduce worker risk. They can provide real-time customer support by providing information about the company's products.           UTILITIES GirikSMS Salesforce Chatbots are powered by artificial intelligence (AI) and leverage CRM data to interact with customers via chat. They can help utility customers with assisted meter readings, and payment issues, provide real-time customer service, and escalate urgent and complex issues to relevant personnel. Customers can easily report outages by sending a word like “outage” to a pre-defined number and receive regular updates about case resolution. GirikSMS Salesforce Chatbots can track and monitor KPIs to ensure customer service excellence. REAL ESTATE GirikSMS Salesforce Chatbots can engage in a conversation with home buyers the moment they click on an ad on land on the company's web page. They can help home buyers with more details about available properties, provide guided virtual walk-throughs, schedule site visits, check for mortgage options, analyze market trends, and collect feedback and preferences. GirikSMS Salesforce Chatbots can be deployed on all popular channels such as mobile apps, social media, websites, or messengers such as SMS and WhatsApp, ensuring 24/7 availability to customers. While sales, marketing, and customer service are some of the common areas that Chatbots are being used today, GirikSMS Salesforce Chatbots can be used in any scenario regardless of the industry, not just for the use cases listed above.  If you are a business owner or represent senior management, it is important for you to identify a use case that can deliver great ROI. Have more questions on how GirikSMS Salesforce Chatbots can transform your day-to-day operations and take you on the path to success? Get in touch with our expert today to know more about the use of GirikSMS Salesforce Chatbots in your industry.