salesforce consulting services

In today’s technology-driven era, the pace of innovation has never been faster. The digital disruption has significantly impacted the way businesses conduct themselves. In fact, businesses across different industry verticals have benefited from the wave of digital transformation. One such technology solution that has helped companies to transform their customer experiences while improving business process efficiency is the Salesforce CRM. As a cloud-based platform, Salesforce, with its wide array of features and functionalities, allow organizations to resolve their unique business challenges while remaining competitive. In the manufacturing industry, Salesforce is the enabler that keeps the machinery moving. The Salesforce manufacturing cloud by Salesforce can be leveraged by manufacturing companies with forecast accuracy, collaboration, visibility, and streamlining processes. The cloud solution addresses the pain points of the traditional system by automating processes, which helps minimize cost and improve efficiencies.   The cloud platform offers features such as marketing automation, sales management, partner relationship management, and customer service. This powerful cloud-based offering assists companies in handling client accounts, conduct, track sales prospects, noticing marketing outreach, and offering after-sales service & support. To implement the Salesforce manufacturing cloud, organizations should consider getting in touch with one of the best Salesforce consulting partners. Listed below are some of the compelling benefits offered by this robust platform:  Increased Sales: The ultimate goal of every manufacturer is to augment their sales and revenue by increasing their customer reach and engagement. Salesforce CRM collates all the crucial information, which can then be analysed to gain meaningful insights. The relevant information gathered by the robust CRM can be analyzed to draw actionable insights that can be used to take necessary steps for customer retention.  Improved planning: The CRM provides users with volumes of data that facilitate data analysis and planning. With the availability of clean and precise data, strategic planning can be done. Mundane tasks can be automated, and work processes can be streamlined, which improves overall productivity.    Enhanced Customer Satisfaction: With a robust cloud solution like the Salesforce manufacturing cloud, manufacturing companies can ensure better collaboration among all the departments. The empowering cloud solution can help companies deal with service and warranty-related issues. This will empower customers to be valued, which will pave the way for customer loyalty and satisfaction. Expansion of Business: This cloud-powered CRM helps businesses expand beyond their local boundaries and customer base. Salesforce CRM enables the process of expansion by prequalifying prospects, focusing on potential clients, and ensuring better communication. Moreover, employees become more sharp and attentive with a Salesforce CRM by their side, which leads to enhanced business productivity.  Final Words: Implementing Salesforce Manufacturing cloud within your business ecosystem can create efficiencies up and down the organization. While several manufacturers might be cautious of transitioning to new technology, the business benefits of deploying this technology are endless. Companies adopting Salesforce manufacturing cloud can help them stay competitive in a cut-throat business landscape. It is prudent to get in touch with a certified Salesforce consultant to know more about the Salesforce manufacturing cloud.

In this technology-driven era, businesses are leveraging technology solutions to stay ahead of the race. One such technology solution leveraged by companies to streamline their business processes and customer relationships is robust CRM software like Salesforce. In fact, Salesforce being a cloud-based CRM, enjoys enormous popularity and a wide adoption rate. Apart from this, it also offers a wide array of useful features, functionalities, and tools that are designed to resolve the unique issues of different businesses. One such tool is the Salesforce community cloud that enables organizations to create branded web portals for connecting customers, employees, and partner engagement. In other words, it helps to build branded communities for seamless collaboration and streamlined business processes. By leveraging the Salesforce community cloud, organizations can launch communities for their partners and customers. Through these communities, organizations can create a channel of collaboration and communication for their stakeholders. It is essential to get in touch with one of the most Salesforce partners to know more about this platform. Salesforce community cloud offers several benefits to the businesses adopting it. Listed below are some reasons why it is a must-have for organizations today:   Build Customer Community: The Salesforce community cloud allows customers to engage with company representatives and other fellow customers within an online community while providing them with customized solutions. It provides customers with access to tutorials, forum threads, articles, FAQs, and more so that they can seek answers to their questions and become self-dependent. They can buy products and connect with other users to share their experiences.    Enhanced Customer Experience: The online community cloud offers multiple self-service options such as articles, FAQs, etc. on the portal to be accessed by customers, thereby making them feel empowered. Customers can seek resolution to their issues through continuous service and support. All this translates to enhanced customer satisfaction as customers get a platform to collaborate and communicate with each other. This creates a strong connection between the company and the users.   Reduced Costs: Since custom templates and third-party apps are pre-built in the community cloud platform, creating customized in-house solutions is done away, resulting in cost savings. Apart from this, the cost involved in resolving a customer's ticket in the absence of useful information can also be saved. With a robust tool to manage organizational processes, organizations can save plenty of employee time, which otherwise might get wasted in analyzing disparate sets of information. The robust cloud platform can help businesses develop a good relationship with their customers and employees who can act as brand champions later on. This can help them save money, which they would otherwise spend on encouraging brand stories across different portals. Product Improvement: It is possible to create customer, employee, and partner communities, acting as a research hub. By gathering and analyzing communicating data, meaningful insights regarding customers, partners and employees can be gathered. Customers can have access to the answers to the most frequently asked questions. It has also been observed that marketing leaders can seek help from online communities to manage their customer relationships online. The Bottom Line:  In a nutshell, it can be inferred that Salesforce communities provide organizations the space they need to reach their business objectives regardless of what they are looking forward to, including improved customer satisfaction, increased sales, and employee inclusivity. In short, organizations can make things complex or straightforward with such a high degree of customization. The software can seamlessly be integrated with the existing systems as it is highly affordable. It is prudent to partner with one of the best Salesforce Consultants to implement the software successfully. 

INTRODUCTION When working on any object in Salesforce and with records we want to edit we can do it however when another user is also editing the same record at the same time in same Salesforce org then both users will have the previous save details to edit. Here is the detail of the problem, the user who saves the record first will change the details then the other user editing the same record is still editing the previously saved record. This causes issues when the second user doesn’t know the first record has changes and they are just about to change an old record. As a Salesforce Consultant I have had the QA team reject a piece of functionality due to changes to multiple changes to the same Salesforce object where I am either first, second or even the third user to make the changes to the same object. Girikon’s Salesforce Consulting services team is made up of hundreds of Salesforce consultants and as many as 10+ could be working on the same project at one time which sometimes makes it difficult for all consultants to know which objects the other consultants are editing. THE SOLUTION IS EASIER THAN YOU THINK… Now let’s think about the solution. We could lock the record for other users. This is a great feature so that second and third users must refresh in order to get the new details. Whenever two or more users open the Salesforce object record to edit then the user who triggers the first save event has priority and will be able to save the record. When the second user saves the changes then user will get locked and the record will not get saved. To remove the lock, the second user will need to refresh and re-open the editing Window for that particular record. Now the user will be presented the new details which were saved by the first user. I have developed a practical guide below to assist with eliminating the problem.   FOLLOW THE STEP BY STEP SOLUTION BELOW… First, the records of the object (that you want to edit) should be displayed on the screen through visual force page or lightning. Now select a record whose details you want to edit . If two or more users are editing the same record at the same time, then the user who will click on the save button on priority will only be able to save the record. If other users click on the save button the they will get directed to a new page which will show the message to refresh the page. For creating this you must add the below mentioned Visual Force code in your VF page. <apex:page controller="lockingMachenismForAnyObject" sidebar="false"> <apex:form > <apex:pageBlock > <apex:pageBlockSection> <apex:inputText value="{!searchName}" label="ENTER THE NAME TO EDIT"/> </apex:pageBlockSection> <apex:commandButton value="search" action="{!search}"> </apex:commandButton> <apex:pageBlockTable value="{!ReturningList}" var="v"> <apex:column headerValue="USER NAME" title="NAME"> <apex:outputField value="{!v.name}"/> </apex:column <apex:column headerValue="USER PHONE NUMBER" title="PHONE NO"> <apex:outputField value="{!v.phone}"/> </apex:column < apex:column headerValue="USER FAX NUMBER" title="FAX NO"> <apex:outputField value="{!v.fax}"/> < /apex:column> < apex:column headerValue="USER ID" title="ID"> < apex:outputField value="{!v.id}" /> </apex:column> <apex:inlineEditSupport event="ondblClick"> < showOnEdit="saveButton,cancelButton"/> </apex:pageBlockTable> <apex:pageBlockButtons> <apex:commandButton value="Save" action="{!save}" id="saveButton"/> < apex:commandButton value="Cancel" action="{!cancel}" id="cancelButton"/> </apex:pageBlockButtons> < apex:pageBlockSection > <apex:inputText value="{!newName}" label="Enter New NAME"/> </apex:pageBlockSection> <apex:pageBlockSection> <apex:inputText value="{!newPhone}" label="Enter New PHONE"/> </apex:pageBlockSection> <apex:pageBlockSection > < apex:inputText value="{!newFax}" label="Enter New FAX"/> </apex:pageBlockSectio > < /apex:pageBlock> </apex:form> For the above VF code below one is the apex code. public without sharing class lockingMachenismForAnyObject { //Describing all the variables. public string searchName{get;set;} public string idOfSearchedName{get;set;} public string newName{get;set;} public string newPhone{get;set;} public string newFax{get;set;} // Fetching the list of Account records. public List ob= new List([select name,phone,fax, id from account ]); //initialising Method. public list getReturningList() { return ob; } //initialising Method. public void search() { //Modifying the above list according to the name of the record which we want to edit. ob= new List([select id,name,phone,fax from account where name = : searchName limit 1]); idOfSearchedName = ob[0].id; Account[] accountObject = [SELECT Id FROM Account where name = : searchName]; //Checking the locking condition. if(Approval.isLocked(accountObject[0].id)) { Approval.unLock(accountObject); } } //initialising Method. public pageReference save() { if(Approval.isLocked(idOfSearchedName)) { //Sending the user to the locked page if the locking condition is satisfied. pageReference pr=Name of the connected page to display. return pr; } else { //Else saving the record and locking the same record for the other user. List ob=new List(); Account updateObject=[select id,name,phone,fax from account where id = : idOfSearchedName]; updateObject.name=newName; updateObject.phone=newPhone; updateObject.fax=newFax; ob.add(updateObject); update ob; Account[] accountObject = [SELECT Id FROM Account where name = : searchName]; Approval.lock(accountObject); return null; } } //initialising Method. public pageReference cancel() { pageReference pr=page.pramodSirVF2; return pr; } } About Girikon Girikon is a Salesforce consulting company,development team are based in the USA, in Noida, India and offices in Australia. Girikon’s global team in the USA, India and Australia, allows Girikon to respond at Lightning speed to customers across the globe and is known for its effective delivering and quality service. Girikon is made up of a team of certified Salesforce Consultants with experienced Project Managers, Business Analysts, Salesforce Architects, IT Developers, Consultants, and Administrators. Girikon’s team of dynamic professionals are experienced in IT across many industries and business, their specialities include software development which includes design, QA testing (Manual and Automated, Support and Maintenance and have many resource model options. Our vision is to develop scalable and simplified solutions for our customers.

What are the important questions you need to ask yourself before setting up or managing an existing in-house Salesforce Development Services team? Here are some questions I have heard from discussions with colleagues and customer during my time managing software businesses. It is common across all software applications and industries where organisations are always looking for cost effective development service solutions which delivers a quality result. • What is the experience level requirement for technical staff and what industry should they have worked in prior to joining the team? • How do I train these resources and keep them producing quality outcomes? • Would I require specialist consultants’ roles such as Architects, Business Analysts, Senior Developers, application Developers, UI/UX developer, Scrum masters or testers? The list goes on! • How many of each resource would service our organisational needs? • Can I employ graduates from a local university or even outsource this whole services? • What is the best approach? How do I establish a function which services the organisation’s needs and provide a quality outcome for the business? Many organisations who require Salesforce Developers or Consultants usually start with the employment of a Certified Salesforce Consultant usually a Salesforce Administrator or Salesforce App developer to configure and/or make changes to the Salesforce product(s) that are in use. The company often believes that they will avoid paying hefty premiums of in-demand Salesforce Consultants on an adhoc or regular basis from the larger consulting firms. Yes, in the short-term organisations do achieve the peace of mind of having an in-house team and substantial cost advantages. The downside is that in-house teams’ members often require the appropriate level of professional development and training to keep abreast of technology changes, new products, new features and releases. In-house staff also often require clear progression paths and motivation to stay at the organisation. Retention is sometimes very challenging when the organisation’s Salesforce Consulting Services is not a core business offerings. There are many challenges facing organisations who have made the decision to setup a Salesforce Consulting Services or Salesforce Development Services Team as part of the IT department, PMO or standalone. I personally have fielded these questions and challenges coming from my colleagues across a variety of industries, prospects and clients. Girikon believes it has developed a cost-effective offering which will answer every question above and provide you with the peace of mind, quality of service and have testimonials from a wide variety of organisations to prove their method works. Now let’s look at the options…… Imagine you had access to a range of Salesforce Consultants including Architects, Salesforce Developers and Salesforce Administrators working within your time-zone onsite and/or offshore to ensure all your Salesforce Development needs are all addressed. All your Salesforce consultants are certified and with a wide range and relevant experience levels and offer up to 50% of the cost of an inhouse team. Girikon believes local presence is essential when dealing with complex software packages and business critical systems. Girikon is fast becoming global with offices in the USA and now in Australia/New Zealand and Development Centre in India. Girikon’s Salesforce Consulting Services in USA and Australia provide a reach and local presence to organisations around the globe and are anticipating further growth in the future with offices planned in the UK/Europe as the next frontier. Girikon are Salesforce Experts and an excellent choice to be your Salesforce Development Partner. Girikon, a Software Development Company will meet your requirements with a variety of additional services such as Salesforce Implementation, Salesforce Support and Services including customization and Salesforce Integration. Also, as a Salesforce Implementation Partner, our experienced and Certified Salesforce Developers, Administrators and Architects are available onshore and offshore. We ensure the Offshore Salesforce Development for your implementation or business as usual is made simple, less time-consuming and comparatively Cost-Effective. Girikon’s delivery models provide the flexibility to establish a balanced onshore/offshore model with proven agile development processes. Our Salesforce Development Company provides the assurance of a high accelerated delivery timelines driving huge reductions in Time-to-Market and costs. The questions posed at the start of this article are all relevant and important when you are deciding to establish an in-house Salesforce team, determining what the team would look like including optional questions to reduce overheads. Girikon’s offering above addresses all the questions including our Salesforce Consultants experience levels, industry exposure, commitment to continuous improvement include training, have a variety of roles deployed within reasonable timeframes and more cost effective than graduate programs and pure outsourcing models. More importantly Girikon have a proven approach and model that has and will continue to address our partner’s needs. Find out more at https://www.girikon.com/offshore-salesforce-development/. Please share your feedback for this article, in case you need Salesforce Consultant, Salesforce Implementation Partner or Salesforce Development Services then please feel free to reach out to us at sales@girikon.com

Who is a Salesforce Consultant? A Salesforce Consultant is a knowledgeable, experienced person who helps in utilizing your CRM qualities to the fullest which will benefit your business. Finding a suitable Salesforce Consultant who can be fit for your business is never an easy task. You need to have confidence in their Salesforce experience, knowledge, problem-solving abilities.

It is a worldwide truth that Salesforce is World’s number one CRM. It will be quite obvious for the business owner to go with Salesforce CRM for their business. If you need clarification on why you should go with Salesforce CRM, then please check out my previous article here. Let us now assume that you will use Salesforce CRM for your business for the sales management. Now, its functionality is not limited to sales management only, you can expand its functionality depending upon your business model. Salesforce CRM will not only boost your sales process but it will also display the loopholes in your business process like cold leads, lost opportunities, contact or leads having insufficient data, etc., through “Reports & Dashboards”. You can generate a lot of reports based on different parameters and apply various filters and know what needs to be fixed to improve the efficiency. Like this there are many features of it which can improve your process. To offer timely services, you can make use of case management, where you can set the priority of the case and assign to the concerned agent. So, for every problem there is a solution available with the Salesforce. Can I implement Salesforce on my own? The answer is easy. Yes!!! For sure you can configure and setup Salesforce CRM for your business. But to take the full advantage of such a good CRM you will also need assistance from a Salesforce Consultant. A Salesforce Consultant has comprehensive knowledge & experience in Salesforce and knows every in and out of it. You can bring the hidden features of the CRM on your table so that you can juice it and bring maximum profit. How hiring a Salesforce Consultant can help you? So, you can implement Salesforce CRM on your own but for making use of its full capacity, it is also recommended to hire a Salesforce Consultant. Save the time of your colleagues: When you implement a new system and need immediate result then you have to learn to operate it quickly so you attend training of that system. Now, this training part is newly added to your old routine so now your colleagues will provide undivided attention to training and normal job responsibilities. Now, hiring a Salesforce Consultant is beneficial in this case. If there was no deadline for achieving result, then you could have gone with the training and invested a good amount of time. But, now you need result soon so Salesforce Consultant can do the setup, customization to yield a solution and your team can focus on their job. Going with Coding standards: Hiring a Salesforce Consultant also means that whatever customization they are doing is following the best practice which means your system is protected from web hacking, making your software stable and the quality of the software is also improved. Fast Support & Maintenance: After implementation, customization your system was working really well. Now after some time, you start facing some issue which is hampering your production and efficiency. So, with the help of Salesforce Consultant, you can always rely on them for support. How hiring a Salesforce Consultant Increases ROI? Adapting New System: You have implemented Salesforce CRM for your business. Now after proper training and guidance when your employees will start using that system then it will improve their efficiency, redundant data will get reduced, you can track their work (leads, opportunities), know their pipeline. You will have a better idea of your business flow. You will come to know about the issues faced by your employees and then you can also work on it. So, this is also increasing your Return on Investment. That is all for this article, in case you need Salesforce Consultant for any Salesforce related work, then please feel free to reach out to sales@girikon.com

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.