salesforce consultants

For any sized business, one should have a robust and efficient CRM (Customer Relationship Management) software solution to increase the productiveness and revenue of your organization. Now the question comes to one’s mind is which CRM to choose for your business? Selecting an ideal CRM is utmost crucial for your business as with the help of this tool you will manage your leads, customer services, sales, etc. According to the Gartner Report, the Customer Relationship Management Software Market Grew 12.3 % which means people all around the world are relying on CRM for managing their business. There are abundant of CRMs available to serve your business needs but one should be careful while selecting the right CRM for your business. Before proceeding towards an ideal CRM, let us understand few important parameters which you should check before selecting a CRM. Available for any (small/mid/large/) scale business or Non-Profit Organization. Pricing Features like lead to opportunity management, Reporting Management, Customer Service Management. Automation of the CRM as per the need for Workflows, Approval, Flows, Triggers, etc. Report Generation, Sales forecast, etc. Integration with Social Media Platform, Email Marketing Platform. Ability to implement a new feature on CRM by installing 3rd party tool or by customization. Overall security of data. Compatibility with all devices and available as an app for the mobile user. As per the recent article “Best CRM Software 2018”, it is understood that Salesforce.com’s Customer Relationship Management (CRM) service is the best CRM for your business and it matches with the above mentioned parameters as well. In this article, I will be explaining to you why you need Salesforce Services for your business and how it will help you in the long run. Talking about the Salesforce CRM, it helps in the lead to opportunity management, getting reports by taking various parameters into consideration. If you need any particular feature in your CRM which can enhance the process, then you can also install a third-party app from the AppExchange. You can also take help from Salesforce Consultants who can assist you in guiding and developing a complex solution in Force App Cloud.com. These solutions make your CRM even powerful. Salesforce also offers Community Cloud with the help of which you can connect and collaborate with your clients, vendors, employees to form communities. You can handle articles, FAQs for your portal easily and your customer can find the solution to the general problems on your portal itself. Your customers can also create cases from your portal (community) and that case can be assigned to the agents or the case can be escalated based on the workflow. With the help of Community Cloud, you can offer the best customer support services to your customers and boost up your sales. Next we have Salesforce Marketing Cloud, with the help of which you can manage various email campaigns, Social Media Marketing, Advertising, B2B Marketing Automation for lead generation, product promotion on various social media platforms, and much more. You can shoot emails for different purposes and track their report. It is always beneficial to have some forecast, logical recommendations with an explanation, about your business so that you can avoid taking the wrong decision which can affect your sales figure. Einstein Analytics does the same for your business by prediction. It analyses the data in the system and then gives you the recommendation for your business. Now we have come to the end of this article, I hope this will help enlighten you about the Salesforce Services and how it can benefit your business. In case you need help in any of the above Salesforce Consulting Services, then you can surely contact us. We are a Salesforce Consulting Partner and offering out-of-the-box solutions.

With Shield, Salesforce looks to strengthen its promise of taking its Trust Services to the next level. Now, even industries with regulatory and compliance requirements such as Financial Services, Healthcare, and Public Sector can leverage the speed and innovation of cloud computing with the assurance of highest level of data protection, availability, and performance. The needs of specific industries can vary depending on the criticality of the data that they manage and use. While some may need to track sensitive customer being exported others might need to encrypt them or maintain an audit trail of data to safeguard data integrity. The understandably high pressure of balancing the shift to cloud platforms with meeting compliance needs has deterred several organizations from making the shift thereby being bereft from the benefits that it promises to bring along! Salesforce Shield is a premium set of integrated services built natively in the Salesforce1 Platform. With it, comes the capability to track the way in which one’s sensitive data is being used & handled. It certainly is a strong empowering tool for customers with complex governance and compliance needs to be able to track data going back up to ten years along with sensitive data encryption if they so desire. Salesforce Shield includes the following core services: Event Monitoring: This feature gives customers the transparent visibility into which users are accessing what kind of data along which the actions that they are taking on it. Field Audit Trial: Salesforce customers now have the ability to go back & check their data state up to 10 years. It provides Audit trial data for up to 60 fields per object. Platform Encryption: All sensitive data can now be easily encrypted at rest (at the metadata layer) without hampering any business functionality. Transaction Security: Users can add various processes to Event Monitoring using the transaction security feature. Specific events can be configured with Salesforce to trigger actions as required. For example: When any User tries to access the Salesforce from any unsupported browser it will not provide access. The Shield Platform works through the combination of the tenant key (available with the customer) and a master secret controlled by Salesforce to generate the org-specific data encryption key. This key is used to encrypt sensitive data stored in standard and custom fields, files, and attachments. The derived keys are never persisted to disc, ensuring maximum security for encryption keys. Setup Salesforce Shield Setup -> Security Controls -> Platform Encryption Create Tenant Secret Enable encryption for files, fields, and attachments Assign permission to generate, rotate, and archive your org’s keys If user has the permission to “View Encrypted data”, then the data gets decrypted before presenting it for user Fields with the following field types: Text, Long Text Area, Phone, Email and URL in standard or custom objects can be encrypted

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However, in the absence of adequate expertise and experience, you will not be able to realize its full potential to maximize success. A certified Salesforce Consultant with the right experience is key to implementing and optimizing Salesforce that is suited to your unique business needs" } }, { "@type": "Question", "name": "Why should we hire you as a Salesforce Consulting Partner?", "acceptedAnswer": { "@type": "Answer", "text": "We have delivered success to many customers across the world. Our purpose-driven approach allows us to keep our customers at the centre of what we do. Our service engagement brings in the best combination of cost and value for our customers, which results in long-term success for them." } }, { "@type": "Question", "name": "Which industries do you have expertise in?", "acceptedAnswer": { "@type": "Answer", "text": "Our Global operations empower us to provide Salesforce Consulting Services in Education, Financial Services, Government, Automotive, Pharmaceutical, HealthCare & Life Sciences and Energy & Utilities industries worldwide." } }, { "@type": "Question", "name": "How can a Salesforce Partner benefit your business?", "acceptedAnswer": { "@type": "Answer", "text": "To unlock the true power of Salesforce, you need a professional who understands not only your business but also Salesforce and its nuances. Right from aligning with your vision to transformation planning and ensuring smooth implementation and adoption of your CRM, providing training and support to your staff, a Salesforce consulting company can offer assistance throughout your business transformation journey." } }, { "@type": "Question", "name": "Can a Salesforce Partner help to assess Salesforce Org health?", "acceptedAnswer": { "@type": "Answer", "text": "A Live Salesforce instance requires regular maintenance and performance audits. Businesses can make use of the Security Health Check tool from Salesforce to assess the operational efficiency and security of their CRM. With the help of a Salesforce Partner, you can get a deeper view of the Salesforce deployment, including vulnerable areas such as password policies, network access rules, and session settings. Post a health check-up, the partner will submit a detailed report of assessment of the state of the system along with recommendations." } } ] } Our Salesforce Consulting Services Implementing Salesforce goes beyond simply launching systems. It involves the synergy of people, processes, and technology to attain success and drive more efficient outcomes. Our suite of Salesforce consulting services encompasses: Salesforce AI services Salesforce Implementation Salesforce Support Salesforce Integration Salesforce Migration Salesforce Managed Services Our expertise lies in offering Salesforce AI services (driven by Salesforce Einstein) to help businesses leverage AI for various strategic and operational benefits. By leveraging AI-powered chatbots, businesses can improve response times and augment customer satisfaction. Learn More About Our Salesforce AI Services Our focus remains on delivering solutions that resonate with users and yield tangible results, all while prioritizing key essentials such as data integrity, robust architecture and more. Learn More About Our Salesforce Implementation Services We provide comprehensive support for Salesforce, including platform maintenance, regular enhancements, optimization and more. Learn More About Our Salesforce Support Services Our expertise in Salesforce integration services enables organizations to streamline their business processes while fostering enhanced collaboration across their organization. Learn More About Our Salesforce Integration Services We devise effective strategies to facilitate seamless data migration, ensuring hassle-free business operations. Learn More About Our Salesforce Migration Services Our team of Salesforce consultants offers strategic guidance throughout development, deployment, and ongoing support to fuel your business growth. Learn More About Our Salesforce Managed Services Connecting businesses and customers together by leveraging Enterprise Data As a powerful customer relationship management (CRM) platform, Salesforce enables organizations to manage different business aspects, as well as their sales process. Besides managing customer data, Salesforce automates marketing campaigns, tracks sales opportunities, and analyzes the performance of their sales and support teams. Its various applications and tools provide visibility into all customer interactions, helping improve collaboration across departments and streamline processes. For growing organizations, Salesforce consultants can play an important role in scaling operations and accelerating growth. Alankar Anibha Delivery and Service, Director (Based in Phoenix, USA) Salesforce Consulting Services Navigate Your way to Success with our AI-enabled Salesforce Solutions. 200+ Salesforce Consultants 400+ Salesforce Certifications Salesforce Partner Since 2015 Average rating 4.9/5 Schedule a free Consultation Our Salesforce Consulting Services Implementing Salesforce goes beyond simply launching systems. It involves the synergy of people, processes, and technology to attain success and drive more efficient outcomes. Our suite of Salesforce consulting services encompasses: Salesforce AI services Our expertise lies in offering Salesforce AI services (driven by Salesforce Einstein) to help businesses leverage AI for various strategic and operational benefits. By leveraging AI-powered chatbots, businesses can improve response times and augment customer satisfaction. Learn More About Our Salesforce AI Services Salesforce Implementation Our focus remains on delivering solutions that resonate with users and yield tangible results, all while prioritizing key essentials such as data integrity, robust architecture and more. Learn More About Our Salesforce Implementation Services Salesforce Support We provide comprehensive support for Salesforce, including platform maintenance, regular enhancements, optimization and more. Learn More About Our Salesforce Support Services Salesforce Integration Our expertise in Salesforce integration services enables organizations to streamline their business processes while fostering enhanced collaboration across their organization. Learn More About Our Salesforce Integration Services Salesforce Migration We devise effective strategies to facilitate seamless data migration, ensuring hassle-free business operations. Learn More About Our Salesforce Migration Services Salesforce Managed Services Our team of Salesforce consultants offers strategic guidance throughout development, deployment, and ongoing support to fuel your business growth. Learn More About Our Salesforce Managed Services Our Proficiency Across Several Salesforce Products Sales Cloud We utilize the Salesforce Sales Cloud to enhance and personalize your sales cycle, enabling improved customer service.   Service Cloud Our services encompass Salesforce Service Cloud implementation, integration, migration, customization, and other related solutions aimed at delivering optimal customer service.   Marketing Cloud We manage and execute your marketing campaigns efficiently through Salesforce Marketing Cloud Services.   Salesforce Einstein Analytics Leverage our Salesforce Einstein Consulting Services to fully exploit the potential of Salesforce Einstein, enhancing your company’s operations   Salesforce CPQ We help streamline pricing management while accelerating billing processes with our Salesforce CPQ Services.   Salesforce Commerce Cloud By leveraging our Salesforce Commerce Cloud solutions, our users can experience exceptional customer engagement.   Salesforce Lightning We empower enterprises to make the most of the Lightning Platform with our Salesforce Lightning Services   Why Choose Girikon as Your Salesforce Consulting Partner? As a top-tier Salesforce Consulting Company, we help organizations to consolidate and process customer data from different sources to create a unified customer profile. Consolidating this data serves as the cornerstone for enterprise-wide AI and automation, enabling businesses to establish impactful workflows and initiatives, including automated sales prospecting, audience segmentation, and personalized self-service. With the intent to deliver engaging experiences for our customers, partners and employees, we work with them to create tailored Salesforce solutions to elevate and transform their business. We enable them to unlock the full potential of Salesforce, obtain greater returns on investments and business objectives, and delve into the core of achieving next-level value from Salesforce. Schedule a free consultation Why Trust Girikon As Your Salesforce Consulting Partner? Whether you are starting out or have already implemented Salesforce solutions, we are equipped to meet you at your current position. Our Certified Salesforce Consultants possess both industry knowledge and extensive experience with the Salesforce platform, enabling them to devise tailored strategies for augmented operational efficiency. Our areas of expertise encompass: 1 Strategic planning Our specialists collaborate with you to develop customized roadmaps aligned with your objectives, minimizing unnecessary work and accelerating your journey towards tangible outcomes. 2 AI integration We facilitate your access to state-of-the-art Salesforce AI tools, empowering your organization to tackle the challenges and opportunities presented by artificial intelligence. 3 Support throughout the Revenue Life Cycle Our specialists streamline your team’s workflows across the quote-to-cash process, freeing up time from manual tasks and enabling a focus on cultivating revenue-driving relationships. 4 Risk Assessment and Incident management Leveraging Salesforce Governance, Risk & Compliance On-Demand, we assist your organization in streamlining processes and tailoring practices to your specific industry requirements. Talk with an Expert Industries We Cater We focus our attention on the risks and opportunities within every domain, crafting robust IT solutions that are customized to fulfill the specific requirements of a business Exhibition Non-profit Education Healthcare FAQs What do Salesforce Consultants do? Salesforce consultants play a significant role in assisting organizations implement and utilize Salesforce effectively. With their specialized expertise, they provide best practices and suggestions for smooth Salesforce implementation. Right from business analysis and requirement gathering to providing post-implementation support, certified Salesforce consultants leverage the customization capabilities of Salesforce to tailor Salesforce as per the business needs of an organization. How Salesforce Consulting Services can Improve your Platform Performance? Salesforce consulting services can enhance your platform’s performance in many ways. Salesforce consulting services can revolutionize your platform by fine-tuning its setup, enriching capabilities, refining data management, and empowering your team with comprehensive training and support. This integrated strategy not only enhances performance but also maximizes the value derived from your Salesforce investment. What is the Role of a Salesforce Consultant? Salesforce is the best-in-class robust, scalable and flexible technology platform that has digitally transformed businesses across industries around the globe. However, without adequate expertise and experience, you will not be able to realize its full potential to maximize success. A certified Salesforce Consultant can help you successfully implement and optimize Salesforce in a way that meets your unique business needs. How can a Salesforce Consulting Company Benefit Your Business? To unlock the true power of Salesforce, you need a professional who understands your business, as well as Salesforce and its nuances. From aligning with your vision, planning and ensuring smooth implementation to adoption of your CRM while providing training and support to your staff, a Salesforce consultant can provide necessary assistance throughout your business transformation journey. function openCity3(evt, cityName3) { var i, tabcontent3, tablinks3; tabcontent3 = document.getElementsByClassName("tabcontent3"); for (i = 0; i < tabcontent3.length; i++) { tabcontent3[i].style.display = "none"; } tablinks3 = document.getElementsByClassName("tablinks3"); for (i = 0; i < tablinks3.length; i++) { tablinks3[i].className = tablinks3[i].className.replace(" active", ""); } document.getElementById(cityName3).style.display = "block"; evt.currentTarget.className += " active"; } // Get the element with id="defaultOpen" and click on it document.getElementById("defaultOpen3").click(); var accdn = document.getElementsByClassName("accordion"); var i; for (i = 0; i < accdn.length; i++) { accdn[i].addEventListener("click", function() { this.classList.toggle("active"); var content = this.nextElementSibling; if (content.style.display === "block") { content.style.display = "none"; } else { content.style.display = "block"; } }); } var accdn = document.getElementsByClassName("acc"); var i; for (i = 0; i < accdn.length; i++) { accdn[i].addEventListener("click", function() { this.classList.toggle("active"); var content = this.nextElementSibling; if (content.style.display === "block") { content.style.display = "none"; } else { content.style.display = "block"; } }); }

As the customers in today’s world want their work or cases to be resolved accurately no matter through which channel they will be contacting your company. Omni Channel is a flexible feature provided by Salesforce which needs customization. We can achieve its functionality without writing a code. Through Omni channel it would be very easy to prioritize the work items which are coming from the Standard as well as Custom objects say Leads, Contacts, Opportunities etc. or it can also analyze the work items coming from Phone, Emails. Then the Work items can be assigned to the Queues. Each Queue then can be assigned to a single or multiple channels. According to the Roles assigned an Agent would then be able to receive the work items whenever they want. Through Omni Channel, Agents don’t have to work for the channel they are working on. Omni channel will look for the work items which are coming next. Queue in Salesforce in like a bucket which consists of all the incoming things from Leads, Cases etc. And then using Assignment Rules we can assign these Cases to their respective agents but this is a manual process. Now, through Omni Channel these work items could be assigned automatically. Omni Channel will look into the Agents & the Queues and the Agents with the high Bandwidth will get the Work Item/Case assigned to them. How to integrate Omni Channel with Salesforce Enable the Omni Channel for the org. Go to the “Omni Channel Settings” Enable Omni Channel Click on Save Go to the Service Channels Service Channel turns the Standard/ Custom objects to the Work Items. Then Omni channel will put these Work Items from the Queues & routes these towards the appropriate agents. Mention the Service Channel Name. Select the object on which you want to work. Now select the Custom Console footer component. This will include the VF Page or some Java Script. Click on Save. Go to the Routing Configuration Routing Configuration is used to route the work items to the agents. As all the Work Items have relative importance so it helps in maintaining the size of items in Queues so that Agents can have the keen look on all the work items. It keeps the equality of the work being assigned to the Agents. Click on New. Give some Name to Routing Configuration. Mention the Routing priority Select the Routing Models : Least Active, Most Available Go through the following app for understanding these 2 Models in brief : https://resources.docs.salesforce.com/sfdc/pdf/service_presence_administrators.pdf Mention the Units of Capacity or Percentage of capacity. This helps in defining the size of the work items in Queues. Go to the Queues Assign the Routing Configuration to the Queue. Select the Objects from which the Work Items are coming from. Now add the Queue Members to it. Click on Save. Go to Presence Statuses Give the Status Name. API name will come by default when you enter the Status name. No choose the Status options. Add the Service channels to assign to your Status. Click on Save. Example, Liveagent in Service Cloud Console can change their status to busy or logoff etc. simply by just drag & drop. Similarly, different Statuses can be made in Omni channel as well. Now, go to the Presence Configuration When a user enables the Omni Channel, it will automatically create the Presence Configuration. It determines what Work Agents can take on & what all Omni channel they can access while assisting the customers. Each agent can be assigned to only one Presence Configuration. With this you can specify the work items for each individual depending on the amount of work an agent can take at a time. Go to Service Cloud Console App Click on Edit button. Add the Omni Channel Component to it. Click on Save. Go to the Service Cloud Console. There you will see the Omni Channel existing in it with all the Status with it. If you need Best Salesforce Consulting Services for any Salesforce related work, then please feel free to reach out to sales@girikon.com

Salesforce launched Lightning Voice feature in its Summer’16 release to connect to your customers in a whole new way i.e. to support the customers anywhere in the world with any telephony environment. It is out of the box solution through which Voice Calls can be generated within Sales Cloud. Now, Users will be able to make calls, receive calls or automatically log calls, take notes all within a single platform. Also the Salesperson has the ability to localize the person & thus match the contact’s region. It is the easiest way which Salesforce committed for interacting with clients. Now, Salespeople can sell faster & smarter after the delivery of Lightning Voice in Sales Cloud. The major advantages: Increase Sales productivity – Users can speed up the process of calling a customer or prospect by dialing them with a single click from Sales Cloud Lightning. In additional feature when a Lead, Contact or Account is created in the field Sales Team will get the notification along with the Account record created & automatically the Account record gets created which contains the Contact Number of the clients so that the Sales Person can instantly call them with a single click. Deal with Smarter conversations – Communication gets new dimensions with Lightning Voice. Whenever the prospects call the answering can be easily done within the Sales Cloud by the reps & also they can view the prospects valuable data along with their Sales history. Automatically Log Calls – With Lightning Voice process, any inbound i.e. call by the Prospects or outbound call i.e. calls by reps can be done. Take the Notes – During a call, the Users can instantly make down their Notes against the call record for Follow Up or if any work has to be done which will thus get save in the record. Sales People to localize the number to match the Contact’s region – Users can choose a number i.e. local to the Contact’s number & when the call comes in you can navigate directly to the Contact’s number & then can be called directly within Salesforce. Reduce Data Entry & thus increases productivity – Now during a call only we can make notes for the reminder purpose & thus we can say bye to sticky notes or napkin scribbles. Time saving: The usage of Lightning Voice saves time and also manual efforts. Ease in taking notes Note-taking section is inbuilt in Lightning Voice. This section pops up while talking with the customer. The notes will be automatically stored against the call record as soon as we move on to the next call. The multitasking ability – Lightning Voice has the multitasking feature. It helps us call the customers, take notes and record the details simultaneously without switching apps or devices. Automatic call-logging – Now, there is no need to write down the details of a call. It will be automatically done after each call. Increased productivity –Speed, reduced data entry and multitasking feature altogether means improved productivity. Pricing & Availability: Lightning Voice is available in Sales Cloud Lightning since July 2016 for Sales Cloud Lightning Users. It is available for the Users of US & Canada. Lightning Voice Prices: Outbound calls are available for $45 per user, per month – It provides click to dial functionality & also provides 2,000 total talk time per user per month. Inbound calls are available for $5 per user, per month – It provides the acceptance of incoming calls. In order to close the deal in your favor, you need to have the complete data about the customer at your fingertips. With the help of Lightning Voice, you can have all the relevant data related to the deal while you are on the call with your customer. Now, all the communications which you will have or had with the customers – including call history and call note are not just accessible to you and your sales team. But also anyone engaging with that record can access the data to provide a whole new level of customer engagement. 1) This feature is available for Lightning experience only. 2) As of now, outgoing calls are available for US & Canada only. 3) It provides an Outbound Call Product along with the optional inbound calling product. Salesforce Lightning Services for any Salesforce Lightning related work, then please feel free to reach out to sales@girikon.com You can check blogs Related to Salesforce https://salesforceconsultingservices.wordpress.com/ https://salesforceconsultingpartner.tumblr.com/

Salesforce Customization & Integration Services We have certified Salesforce Administrators and Developers who help our customers to customize and build Salesforce.com Apps to meet their business requirements. Sometimes customer needs to integrate their existing ERP system with the Salesforce instance. We provide cost effective quality solution on their existing ERP system with their Salesforce instance Customization and Integration. With our experienced and certified Force.com team, save over 50% costs on Salesforce Customization and Integration services in USA & Offshore. Girikon’s wide implementation and development on Force.com experience will help you get the most out of your Salesforce system Our Approach We help our customers to setup the new Salesforce instance or customize their existing environment according to their need. We also provide them the training to use the different tools of the Salesforce.com that helps them to run their business flow easily. We help our customer to create the complex business process using the Salesforce.com workflow, approval process and triggers. Our Offerings Salesforce Integration with other apps. Data migrations from environment to another environment. Data Cleaning. Communities and Customer Portal setup and customization. Upgrading Salesforce environment. Third Party App integration with Salesforce.com like Desk.com integration, Mail Chimp integration etc. Creating complex workflows and approval process. Users and Profile Management. Providing support for Sales and Service Cloud. Why Choose Us Quality with On Time Delivery: We maintain the highest quality standards and strict guidelines. Along with highest quality we strictly follow delivery timeline and it’s always done on time. Experienced: Girikon today has over 150+ Technocrats working onsite and offshore for Fortune 1000 clients. We have delivered more than 200 Salesforce projects having over 1, 50,000 hours of Salesforce implementation, migration, customization and Force.com development experience. Cost-Effective: Our business model is to provide cost effective onsite Consulting followed by a mixed offshore and onsite solution. This model helps us in keeping customers development costs low while providing world class and quality development support. With Girikon’s unique team combination model we deliver the same productivity level with a 50-70% cost reduction. Flexible: As a flexible partner we give our clients the flexibility to choose service model from the day one of project and if needed can customize further at a future date. Our models include pure onsite, onsite/offshore, onshore/offshore and pure offshore teams. You Own the IP: You will own the source code and Intellectual Property of the work we do for you under our Agreement.

Salesforce Cloud Salesforce Development Salesforce Sales and Service Cloud Force.com Development Salesforce Communities Salesforce Integration Services Salesforce Support Salesforce Lightning