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

Fast Track automation and innovation with AI across Salesforce. Salesforce Einstein is your personal data scientist designed to make you smarter and more predictive with Artificial Intelligence to better connect with customers. Einstein delivers powerful visualizations of data, offering predictions for sales teams, predictions of which deals are likely to close, forecast predictions for business and offers recommendations based on customer behaviour. Old data is collected and connected within Salesforce so that all departments can work together seamlessly sharing data to help each other succeed. Einstein for sales can help pursue better leads based on data predictions on who is more likely to convert. Einstein for services allows you to have chatbots answer all of the rudimentary service requests so customer service can focus on higher priority cases. IT can use automated predictions to improve workflows and business processes which thanks to Einstein are so intelligent that they automatically adjust based on incoming data including 3rd party data to better engage with customers. And all of the data is crystal clear with Einstein analytics. So everyone has the visibility and key data insights to grow their business faster than it was ever thought possible. One might ask where does Salesforce Einstein stand compared to other enterprise AI platforms. The differentiator is that Salesforce Einstein is intrinsically integrated into the core product itself allowing companies to apply the AI technology to their business immediately. With Einstein you don’t need additional group of data scientists and extensive resources to go Live with it. Salesforce Einstein has AI built into the CRM to make it as simple to use as possible. Einstein delivers AI to every Salesforce user. It provides the following benefits: Production Ready Einstein is seamlessly integrated into many Salesforce products. To use it, you don’t need to do any data modelling or preparation of data separately. Just put your data into Salesforce and Einstein will use that data to help you become smarter and more predictive about your customers. Data Security Einstein is built on the robust security architecture of the World’s No.1 CRM platform that is trusted by more than 150,000 companies across the world. Cross Functional AI Einstein is available through all options of Salesforce – Sales Cloud, Service Cloud, Marketing Cloud, App Cloud, Analytics Cloud, and Community Cloud. Image Source – salesforce.org Get smarter advice with Salesforce Einstein. Salesforce Einstein uses Artificial Intelligence (AI) that uses predictive grading techniques to recommend the best next steps to meet key financial goals. It smartly automates routine tasks so that you can spend more time with your customers. UNDERSTAND AND ENGAGE Get deep insights into your customers from past interactions. Use these insights to deepen relationships, prioritise opportunities, cases, and campaigns and drive productivity. Image Source – salesforce.org Image Source – salesforce.org INCREASE PRODUCTIVITY Enable your teams to get more done in a shorter period of time with smart case classification, next best actions, and recommendations. Provide swift resolution to their queries or information they seek and automate the best action to take. SCALE CUSTOMER EXPERIENCES Use smart bots to answer common customer questions, thereby enabling your agents to address more complex and urgent cases. Empower your agents with AI that allows them take on tough cases with recommendations, replies and knowledge. Image Source – salesforce.org Here are 3 key features that everyone’s taking about in Einstein: MACHINE LEARNING Get smart predictions about your business and customers. Machine learning uses past data to forecast the future in a literally codeless environment. Einstein Discovery Discover relevant patterns in all your data, whether it lives in Salesforce or outside, and boost productivity. Discover AI insights and recommendations on complex issues. And take action on your discoveries from within Salesforce. Einstein Prediction Builder Predict business outcomes of key parameters. Create custom AI scenarios on any Salesforce object or field with just a few clicks. Einstein Next Best Action Deliver actionable recommendations to employees and customers, right from within your workspace. Define recommendations, build action strategies, predictive models, view recommendations, and initiate automation. NATURAL LANGUAGE PROCESSING Extract contextual meaning from text. Use natural language processing (NLP) to find semantic patterns to answer questions, respond to requests, and identify conversations about you across the web. Einstein Language Understand how customers feel, automate routing of inquiries, and streamline workflows. Build natural language processing capability into your apps to qualify the context in a body of text, irrespective of language. Einstein Bots Build, train, and deploy custom bots effortlessly across digital channels that are connected to your data. Improve business processes, empower employees, and deliver customer delight. COMPUTER VISION Get a complete picture of your products and brand. Computer vision includes visual pattern identification and data processing to track your products and brand, understand text in images, and more. Einstein Vision View the entire conversation about your brand on social media and beyond from within Salesforce. In the end, AI is all about using data to establish patterns, predict outcomes and simplify decision making for customers. With the right Salesforce Consultant, you can leverage Salesforce Einstein to fast track growth and stay ahead of the curve. Discover how a Salesforce Implementation Partner can deliver the power of Einstein for you. Contact our expert today! CONTACT US

Salesforce Financial Services Cloud lets Bankers, Insurers and Advisors build trust by unifying the customer experience to grow their business and deepen customer engagement. Financial services managers can accelerate digital transformation by delivering a personalised service that customers expect. Get a single view of each customer’s activity across channels, geographies, and lines of business, both consumer and commercial. Now everyone across your financial institution, can visualize customer relationships and associated key information in one place, to drive trusted customer interactions. Provide your customers with a consistent and engaging experience across channels. Salesforce Financial Service Cloud makes it easy for your customers to connect with you from anywhere at any time with customizable communities. It allows you to manage goals, cases, policies, and documents in a unified platform to create a single source of truth for your customers. By identifying live events and areas of opportunity to drive contextual action for investments, lending, mortgage, and insurance right out of the box, the Customer360 platform empowers you to build trusted customer relationships for your financial institution.   Deliver experiences that drive client loyalty.   Scale-up your business. Deliver personalized advice from any time, anywhere with smart customer insights and engagement tools. Delight clients at opportune moments by collaborating with them on their financial goals.   Benefit from greater and clearer visibility into existing household opportunities and get a holistic view of all financial assets. Track referrals from Centers of Influence, and transform your client base into a potent referral network. Work smarter and maximize work efficiency   Manage compliance with confidence. Instantly access all of your client data at one central location. Free up time spent on routine administrative tasks and invest more time in fostering client relationships. With a device-friendly custom app, advisors can maximize every hour on the go.   Drive collaboration across the entire organization. Get secure access to client and household profiles and manage compliance. And get instant visibility on client interactions and information shared with them.  Let’s look at some of the core benefits delivered by Salesforce Experience Cloud: Lead Tracking Financial Services Cloud allows you to keep a close watch over leads and referrals. It comes with productivity-enhancing tools and integrated apps that help your teams keep track of all opportunities from generation to conversion. Activity Tracking Financial Services Cloud eliminates communication gaps amongst team members. It automates critical tasks to meet the specific goals which can be auto-assigned to appropriate team members based on their profile. As a business owner, it will give you a bird's eye view of progress. Advisor Analytics Salesforce Financial Services Cloud is powered with the Lighting Dashboard that is designed to assist financial advisors to make smart and informed decisions for their clients, driving growth. Users can effortlessly customize their dashboards to deliver relevant snapshots for assisted decision-making. Unified Data Model With Financial Services Cloud, financial advisors can effortlessly manage their customer's data model, household models, individual data model account, or personal account data model, all on a single unified platform. Turbocharge Customer Care One of the most powerful benefits of Salesforce Experience Cloud is its intuitive customer care. Customers always expect more, including advice, prompt query resolution, open communication, and more. Salesforce Financial Services Cloud allows companies to meet all these expectations. Experience Cloud keeps a track of all of the customer's activities, visualizes customer relationships, streamlines coordination among stakeholders, and delivers complete transparency. Enhance Engagement Salesforce Experience Cloud enriches the engagement amongst all business cycle constituents – customers, advisors, partners, employees. It unlocks new opportunities and augments the whole digital experience. By leveraging the power of AI, Salesforce Experience Cloud delivers reliable and trustworthy analytics, empowering companies to make swift, informed, intelligent decisions. Conclusion Salesforce Financial Services Cloud is a powerful tool for wealth managers, bankers, insurance advisors, and business and IT executives. It empowers them to make faster and smarter decisions thereby driving up productivity. In simple terms, it allows you to stay ahead of the curve. So if you are in the business of financial services, and want to turbocharge your productivity and growth, talk to a Salesforce Consultant today and begin your new journey. Questions? Our reps have answers. CONTACT AN EXPERT

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