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Overcome these Challenges for a Seamless Transition to Salesforce Lightning
Overcome these Challenges for a Seamless Transition to Salesforce Lightning
  • August 25, 2021
  • Jaya Ghosh
Maintaining customer relationships has become the cornerstone of every business undertaking. Today, forward-looking organizations leverage robust and cloud-based CRM (Customer Relationship Management) systems like Salesforce to manage their customer relationships while streamlining their business processes. What sets this robust CRM apart from the rest of the pack are the multiple features, functionalities, components, and the new user interface, i.e., Salesforce Lightning that can help you build experiences to make users more productive. The new Salesforce Lightning experience developed by Salesforce has a modern interface that is built on the Salesforce mobile technology. The new interface is more responsive across devices, promises faster navigation, and is more intuitive than Salesforce classic. Apart from this, the new back-end design system that offers a streamlined developer experience along with a growing library of innovative features makes the upgrade to Salesforce Lightning a must-have. However, it is important to be conscious that migration is not without hitches and can be tricky. It’s prudent to connect with one of the best Salesforce partners to enjoy seamless migration. Listed below are some of the challenges that usually creep up during migration to the Lightning platform: Complications in Customization: Though Salesforce is known for its adaptability, making a shift from a customized Salesforce Classic platform to the Lightning platform can be challenging. This can be overcome by documenting all the customizations that have been done in classic completely. Following this, an appropriate solution in Lightning should be figured out and set them up for hassle-free migration. Declining Performance: Performance issues usually crop up post-migration. For instance, longer page loading time, etc., may lead to navigation difficulties, impacting user experience. Therefore, it is important to assess Salesforce org health and find areas that are causing barriers to the workflow. It is also essential to evaluate the quality of data before migration. Overload of Functions: Salesforce Lightning offers a wide array of customizable features. However, choosing the right and required function can be difficult with such an assortment of choices available as companies might go out of the way with the customization tool. This causes more disruption than enhancement. It is important to browse through every available customization and choose the necessary ones to improve processes and keep them running smoothly to overcome this challenge. Wrong Timing: It isn’t a prudent decision to rush into adopting Salesforce Lightning just because; it is a new and improved user interface. Migration should only be done when the time is right, as starting the migration at the wrong time leads to backlogs occurring as projects get delayed. Delays in Implementation: Once the migration is complete, few users might find it challenging to use the new system properly. To get everyone on board, it is important to ensure phase-wise rollout with only a few users using the platform during the cushioning period. Lack of Readiness from the Team: It is important to check your team’s readiness before migrating to the new platform. It is crucial to provide them with proper training depending on the function they would be using while using the Lightning interface. Quick Wrap-up: The journey of transitioning from Salesforce classic to the innovative Lightning platform might not be easy. However, this should not discourage you from enjoying all the benefits that Salesforce Lightning has to offer. With proper planning, the transition can be ensured more seamlessly. To ensure smoother and successful migration from Classic to Lightning, you must consider partnering with a reliable Salesforce consultant.
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Inbound Marketing Strategies that Tech Companies should leverage?
Inbound Marketing Strategies that Tech Companies should leverage?
  • August 18, 2021
  • Jaya Ghosh
To achieve and sustain business growth, organizations should have a solid marketing plan that can help organizations get an edge over their competitors, create value for their customers and create brand awareness. This is where inbound marketing strategy – a way of reaching out to customers with relevant content comes into the picture. The content can be used to resolves customer queries while providing them with valuable information. Using marketing automation tools like HubSpot can help organizations in their inbound marketing journey. So, it's necessary to seek HubSpot support to make the most of this robust tool. Companies, especially tech companies, benefit significantly by adapting inbounding marketing tactics as they have an audience beyond their geographical location. As a result, inbound marketing proves to be a key approach for raising awareness for your company. As one of the most result-oriented marketing methods, inbound marketing helps tech companies to increase their sales and widen their brand presence. Through relevant content, audience engagement can be driven, which ultimately results in improved business growth. However, organizations need to follow some best practices to make the most of inbound marketing.  Listed below are some proven inbound marketing strategies for tech companies: Provide Guidance through Ebooks and how-to Guides:  A vast number of users stroll over the web in search of tech solutions. How-to guides and Ebooks offer a perfect solution to benefit from. Leading tech companies strive to provide resolution to a wide array of customer issues by seeking customer details on a form. These not just increase website visits but also portray you as an authority on your domain. The essence of ebooks lies in them being downloadable, which in turn creates a sense of ownership. Besides increasing engagement with customers, these materials can help in remarketing. Email Marketing: One of the highest revenue-generating inbound marketing tactics is Email marketing. This is because; organizations need to reach out only to potential customers who have shared their contact details in exchange for valuable information like ebooks etc. Through email marketing, organizations can generate awareness for their content. Tech companies can use relevant emails to build a credible relationship with their customers. Leveraging Social Media: Every organization must have an active social media presence to remain competitive, and this could be managed by regularly posting relevant and informative content on social channels. With an active social media presence, organizations can gain authority over their domain and reach a wider audience by creating brand awareness. Like a website, the social media account of an organization represents its brand image. The platform can thus be leveraged to promote content present on the website, such as case studies, blogs, etc., thereby increasing website traffic.  Better User Experience: Websites should be developed and customized to ensure a smooth user experience as a website is the digital identity of any business. In fact, most content marketing happens on the website, and customers come to engage with the brand. Quick Wrap-up: Customers' expectation has evolved significantly over the years, and it isn't easy to engage with them using out-dated outbound marketing strategy. Customers now trust brands that offer them valuable information, which is why businesses, including tech companies, are required to adopt inbound marketing strategies and better connect with customers with a steady flow of relevant content. So, if you are looking to get started with inbound marketing, make sure to get in touch with one of the reputed HubSpot implementation partners.
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Accelerate Your Sales Leveraging Salesforce AI Tools
Accelerate Your Sales Leveraging Salesforce AI Tools
  • August 17, 2021
  • Jaya Ghosh
In today’s digital era, the business landscape has undergone a significant transformation. Today, customers have become more informed and expect personalized services from sales reps. Since sales play an important role in customer experience, AI prediction builders and other recommender systems appreciate investing time in exploring new products. AI tools can be leveraged by the sales team for making intelligent business decisions and tailor their strategies as per customer behavior and preferences while providing them with an enriching buying experience. It’s better to partner with a certified Salesforce consultant to make the most of these tools. Mentioned below are some tools that can be leveraged to make the most of AI in Salesforce: Effective Sales Strategies: Effective sales strategies should include reaching out to the prospects at the right time. This can be ensured by drawing meaningful insights regarding customer emotions from the customer data that is primarily available in an unstructured form such as emails, social media posts, sales meetings, and more. These insights, when combined, can be used to resolve issues regarding revenue, territory, competitors, and more. Tools such as Einstein Account insights and Einstein opportunity insights can be leveraged here. Improved Lead Prioritization: Understanding need hierarchy and customer behavior are essential for accurate prediction of leads and modification of lead generation strategies. Salesforce algorithms work similarly, thereby allowing lead scoring models that are based on the following: Behavior Analysis:  It helps in analyzing which customers’ are inclined towards the website pages. Apart from this, it also helps to know which pages are performing better.   Company Details: Every detail beginning from recent mergers, leads, revenue, and other factors play an essential role. Engagement: Engagement is the attraction shown by your customers towards a product and at a specific frequency. For instance, a visitor subscribing to a newsletter shows their engagement with a product or service. Better Insights: While Salesforce shows excellent efficiency in collecting structured data, it fails to efficiently collect unstructured data from emails, social media data, sales meetings, and calendar events. For gathering insights regarding customer behavior and preferences, activity data is significant. However, doing it manually can be time-consuming and would require many efforts. In fact, a considerable portion of time is spent researching, entering data, generating quotes with very little time spent on core selling. Salesforce engages Einstein Activity Capture to sync all the activities while managing time-consuming activities, ensuring higher productivity and sales. Accurate Prediction: It becomes easy for the sales team to calculate the revenue that is expected to be generated by making use of AI tools. The calculations are done basis multiple factors such as customer’s shopping history, sales performance, and records. Einstein forecasting provides the sales team with real-time insights along with graphical representation. Final Words: To sum up, we can say that AI is no longer a future technology anticipated to bring revolutionary changes in every sector. It is already here and is benefitting every domain, including the e-commerce sector, where most customer interaction will be done through AI. With the provision of practical algorithms, innovative selling solutions, and all-inclusive analytics, AI can improve the decision-making of sales reps. It’s better to get in touch with one of the most experienced Salesforce consulting partners to know more about Salesforce AI tools and their benefits.
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Why Should Small Businesses Consider Implementing Salesforce Customer 360?
Why Should Small Businesses Consider Implementing Salesforce Customer 360?
  • August 9, 2021
  • Jaya Ghosh
It is essential to create a seamless customer experience across multiple channels and platforms to ensure customer satisfaction. This not just leads to better collaboration between different teams but also aids in business growth. All this requires having in place a robust solution, and Salesforce Customer 360 offers proper Salesforce support. What is Salesforce Customer 360? Salesforce customer 360 is a platform designed to help organizations better connect with their customers by promoting consistent internal operations. The platform supports internal collaboration by bringing sales, marketing, analytics, commerce, service, and IT. By leveraging this data, the platform creates unique customer IDs that can be used across all Salesforce and other applications. With this, a seamless customer experience can be created as all the teams in an organization will have access to this data. Listed below are some reasons why Salesforce customer 360 can prove to be a game-changer for forward-looking organizations:  Personalized Customer Experience: Small businesses that manage their data on spreadsheets or sticky notes fail to deliver personalized experiences to their customers as it is difficult to understand customer contexts. Businesses should provide their customers with personalized experiences to maintain lasting customer relationships to remain competitive. Salesforce customer 360 enables teams to craft reliable data on genuine customers and their needs. This enables organizations to augment their customer service and solve customer issues. Better Customer Experience: Figuring out genuine business customers and where they are isn’t easy. Customers, too, are apprehensive of sharing their data again and again. Salesforce customer 360 simplifies the customer satisfaction index when they connect with a business entity. Businesses leveraging such a system can benefit their entire workforce from marketing, sales, and service as they can store data that’s accessible to all. With this, customers start trusting the business and their efforts towards customer success. Business Forecasting: Businesses can achieve sustainable growth when they meet or exceed the expectations of customers. However, this is a big challenge for small businesses. Businesses must consider leveraging Salesforce 360 to help them adapt to various apps related to sales, marketing, support, and service while fulfilling customer expectations and business growth. In fact, this platform is designed to manage a small team size of 1-20 people that can avail both sales and service functions in a single app.  Better Business Decisions: For making intelligent decisions, it’s vital to have access to well-researched facts, figures, and data points. By having a rich customer database demand forecast, sales forecast expected revenue, and customer market projection, better decision making becomes possible as, in the presence of factual data, better planning can be done. With well-articulated figures in place, both long-term decisions and planning for short-term ventures can be ensured. By having in place a robust solution like Salesforce 360, a foundation for consistent and trustworthy and business intelligence can be laid as it offers features such as Salesforce scripting, reporting, content management system, and more.  Final words: In a nutshell, it can be inferred that the power of a robust solution like Salesforce 360 can be leveraged to improve the internal operations of a company and significantly improve customer experiences. However, investing in a powerful solution like Salesforce 360 requires time, thought, and advice from a certified and experienced Salesforce consultant. 
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