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The growing scope and complexity of businesses have forced organizations lookout for a robust solution that can empower sales reps to close more deals quickly and effectively. Salesforce CPQ is one such software that has the potential to streamline processes, speed up quoting, while generate quick return on investment. However, for effective Salesforce implementation of this software, organizations have to leverage innovative technologies like AI and ML.

In today’s competitive business era, data is the pivot on which the business world balances. With the human race generating humongous data of around 2.5 exabytes every day, forward-looking businesses are investing in processing, cleaning, and analyzing these vast stores of data to draw meaningful insights, which they can leverage to make informed decisions and better understand their customers. In fact, companies that adopt data-driven strategies enjoy higher productivity and profits than their counterparts. According to a report shared by IDC, revenue generated from big data and business analytics is expected to increase from $130.1 billion in 2016 to $203 billion through 2020. Since, sales continue to be one of the most important functions of any business entity, sales reps should be empowered to connect with their customers in a better way. Salesforce Einstein Analytics – an AI-powered tool can be leveraged by organizations to automate their time-consuming admin activities to make time for other important activities. With AI-informed insights and automation, the Sales team can streamline every aspect of their sales cycle. Here’s how Salesforce Einstein can be leveraged by organizations to improve sales performance: Prioritize Leads: By introducing AI-powered Einstein analytics to your sales team, organizations can empower their sales team to sort and prioritize incoming leads. The AI-powered sales tool helps in analyzing historical data to disclose the best kind of leads for their business, which further helps sales reps to focus on leads that are most likely to convert. The patterns identified by this sophisticated tool are more focused than the traditional criteria that are based on intuition. Consequently, sales productivity increases as more leads are converted in less time. Recognize Opportunity Health: Sales reps are bogged down with the pressure to handle multiple opportunities concurrently. With a robust AI-powered tool i.e Salesforce Einstein in place, sales reps can distinguish between opportunities that require attention and those that are doing well and moving towards a successful conclusion. This leads to high sales productivity within a short time frame. Search for Strategic Contacts: Sales reps understand the significance of a sincere and heartfelt introduction to key contacts and its significance in building a rewarding and long-term relationship. The robust Einstein tool can help find contacts that have a prior relationship with key contacts and provides sales reps the benefit of knowing the contact before the formal introduction is made.   Accurate Forecasting: The forecasting ability of this AI-powered data analysis tool help decodes the trends existing in the sales cycle right down to every sales rep. The predictive capabilities of the tool help organizations to plan accordingly for the approaching sales quarter and prioritize sales deals to maximize winning chances.  In a Nutshell: These are some of the many ways how Salesforce Einstein analytics can help organizations build a high-performing sales team and empowering sales reps to excel at their work. Adopting Salesforce Einstein analytics can help organizations to boost customer loyalty while building a long-term relationship with them. Organizations should consider partnering with one of the most reputed Salesforce consultants to avail outstanding consultation and implementation services.   

The current Covid-19 pandemic has taken the world by storm. The pandemic has severely impacted the global economy with small businesses being the worst hit. To sustain themselves during such volatile times, businesses should consider adopting SaaS-based products and services that don’t require buyers to make any additional payment or indulge in installation as these are hosted inside the cloud and can be accessed from anywhere and from any device. One such software that helps organizations to accept payments, manage income and expenses, pay bills, manage payroll, and track inventory is the QuickBooks accounting software. Developed by Intuit, the functions of the accounting software can be enhanced by integrating with other third-party tools. When integrated with Salesforce CRM, the solution can be leveraged to manage day-to-day business activities. The accounting software and the cloud-based CRM work hand in hand with each other to share information related to accounting and sales, client data, costs, invoicing, etc. which does away with the duplication of data, augments productivity, unified info on ROI, and accurate forecasting about marketing expenses. In fact, the integration of this two software will help users to access information about both accounting and customer details in a single place. Let’s explore some of the benefits of Salesforce and Quickbook integration: Automate sales order, invoices, payments, inventory management, and more processes Better execution of a wide array of accounting metrics for the reason for quick and simple data sharing between sales and accounting.   No more errors caused as a result of manual and duplicate data entry Readily available data that will help the sales team to improve sales processes by tracking expenses, creating reports, and drawing actionable insights.  How to Integrate Salesforce and QuickBooks? Integration can turn out to be extremely complex if you try to do it on your own. To ensure seamless integration of Salesforce and Quickbooks, it’s important to use an API or a third-party application that could be availed from Salesforce AppExchange. However, it’s important to do ample research regarding the features and capabilities before selecting the right application that could aid in integrating data between both the software. Quick Wrap-up: Salesforce and Quickbooks are the undisputed leaders in their respective domains. Integrating these two robust tools will not just enhance the efficiency of both the platforms but will also augment business productivity and growth. However, to receive a positive outcome out of the integration, it’s prudent to get in touch with a reliable Salesforce consulting partner who has experience providing integrations for Salesforce and Quickbook online.

The advancement in technology has paved way for robust communication tools, which in turn has bridged the gap between an organization and its end users. One such communication tool that has become an essential aspect of multi-channel marketing is the smart SMS app. While SMS owes its popularity for being the most preferred communication channel due to its great penetration power, the robust Smart SMS app that is built on the Salesforce platform takes marketing to a new-level. This robust App enables organizations to run Single and bulk SMS/ MMS campaigns. The app empowers sales teams to reach out to more customers quickly due to the presence of features like customizable SMS templates, automation through workflows, Pardot Integration, and more. Besides quicker customer reach, the smart SMS app can help companies spearhead their business promotion journey by effectively engaging with their customers.  Benefits of Smart SMS App for Businesses The smart SMS app besides empowering organizations to communicate effectively with their customers and prospects via individual/ bulk SMS or MMS also helps them to market their products and services in a quick, easy, and efficient way. It is indeed one of the best SMS apps for Salesforce that can help businesses penetrate a wide customer base through short and informative texts instead of long emailers. The app is available on the Salesforce App Exchange and can be used by small and mid-sized organizations looking to increase their sales and revenue.  Some of the efficient features offered by this robust app include the following: Home Page Displays Incoming SMS: The smart SMS app helps sales reps to view incoming messages on their Salesforce CRM home page. Sales reps can now take a quick glimpse at the client’s response thereby reducing the chances of missing out on messages shared by clients.   Automatic Response: This feature allows the setting-up of autoresponders that can provide customers with appropriate responses when they are sent promotional SMS or texts related to surveys or contests. This helps in winning the trust and support of the customers.   SMS Scheduler: This feature allows sales reps to schedule different meetings for customers living in different time zones automatically. They can schedule the sending of SMS by setting up the time, date, choosing an appropriate template, and then saving the details. The SMS reaches the intended receiver at the scheduled date and time without the need for physical intervention by the sales reps.   SMS from Report: The smart SMS app offers a feature named ‘Send SMS using Report’ that provides a solution to resolve issues related to unanswered calls and emails. With this feature, sales reps can select the report, and the number they wish to send SMS to. Opt-out Numbers: The OptOut feature helps users to remove the numbers of contacts who do not want to receive any sort of SMS from them in the future. It also allows users to view the list of contacts that have opted out from getting SMS. Whats app Integration: This feature allows users to send messages to their contacts or communicate with them on WhatsApp. One needs to fill in the details such as Name, From Number, and Country Code and Save them after enabling the feature. However, a WhatsApp Business account is required to send messages through WhatsApp. Send Single SMS from the Record Page: Users can send single SMS from the record page including Standard, as well as custom objects. Once SMS configuration for objects is created, users can easily navigate to that particular object and view detail pages of any of its record. SMS Chat View: Users can chat directly from their individual object’s record page. They should click on Setup, and then on Edit Object to view chat. SMS History: This feature allows users to view SMS History i.e. list of Outgoing and incoming SMSes. To view more details of each SMS, users will have to click on the subject.  Quick Wrap-up:  SMS continues to be one of the most-effective marketing tools for organizations looking to create their brand identity through superior customer experience and engagement. The Salesforce SMS app with its advanced features takes brand promotion and engagement to the new level.  So, stay ahead of the competition by making the most of this extremely efficient marketing tool.