Managing superior customer relationships is no longer a choice but has become a necessity in today’s era. This is easier said than done as businesses are engaged in multiple activities including but not limited to managing multiple business processes. Salesforce – a robust cloud-based CRM has become one of the most popular and widely adopted CRM platforms across the globe. The innovative platform is endowed with multiple features, functionalities, and components that can be leveraged by businesses to resolve their business issues.
Customers are always connected. They are always adapting to the latest technology, quickly. The Salesforce platform is a set of unified platform services that easily adapts to your ever-changing business needs. Powering and connecting all your business processes to unify the customer experience. So, sales can sell smarter and faster the way they want landing their next big customer from anywhere. Service can then tailor their process quickly creating aps specific to the customer needs like setting up custom intelligent alerts to help find smart solutions even before they know there is an issue. Which keeps the customer happy. Marketing can take them of personalised journeys recommending helpful products along the way and IT can integrate third party apps and IoT device data quickly adapting to the latest advancements to better advance the customer relationship. A trusted secure platform that lets you tailor any app or process for anyone in any department using low code solutions with lightning that are instantly mobile. Increasing productivity for employees and connectivity with customers and you are easily able to innovate, building more complex apps with intelligence working with emerging intelligent technologies like Artificial Intelligence making you more intelligent about your customers. You can even plug in thousands of pre-built apps and components from the Salesforce AppExchange and empower everyone from serious coders to the not serious ones. With help of thousands of developers and administrators through trailhead on the worlds No1 enterprise platform letting you easily innovate around each and every customer.
Create, automate, deploy and secure apps with the world’s leading low code platform.
Build scalable apps without any code development tools. Connect your employees, processes, and systems seamlessly to automate workflows and deliver a personalised customer experience, all with best in class security and governance practices.
No need to code any more. Fast track work with clicks to build integrated flows in Slack, your digital HQ. Have them execute complex processes on the Salesforce Platform.
Deliver experiences. Drive productivity.
Automate processes, build smarter, robust apps, and secure data across the customer lifecycle.
Improve efficiency and trim IT spends with the Salesforce Platform.
Automate easily.
Automate tasks with low-code tools and seamlessly connect your entire organisation.
Build apps.
Build and test apps easily with the latest tools in change and release management.
Scale securely.
Safeguard your data and conform to compliances with an enterprise grade security and privacy framework.
CLICK TO BUILD
Go to market fast with powerful tools to build apps and workflows.
Build and deliver intelligent, engaging customer experiences that respond to changing business with clicks not code. Use the power of AI to deliver insights from apps that are connected to your Salesforce data. Drive actions such as intelligent recommendations to enhance growth and productivity with AI-powered automation.
What is a Low Code approach?
It's a modern approach to building apps and software that necessitates little to no coding.
It’s more than a buzzword. It's coding re-imagined. It’s an alternative approach to orthodox software development that is visual. With a low-code development platform, teams can use intuitive graphical user interfaces (GUIs), and use “drag and drop” and “point and click” functionality to customize software.
Since one doesn’t need specialised coding skills, business users can utilise drag and drop functionality to assist programmers to create custom apps and workflows for customers, partners and employees.
By bringing app development closer to business users, low code plugs the gap between business and IT. Sales, service and marketing teams can play a more involved role in software development. Consequently, IT teams have more bandwidth at hand for more pressing technical tasks. The spread of app development from tech to business can lay the foundation for a digital transformation across the enterprise.
SHIP WITH CONFIDENCE
Build on a trusted platform with in-built security and performance.
Deliver engaging digital experiences with intrinsic security and trust. The Salesforce Platform lets you seamlessly integrate disconnected systems and data siloes with API-driven services and event-based interactions. Deploy apps faster with simplified open technologies on a fully managed scalable platform.
Here are the platform services that come with Salesforce
Mobile
Make every app mobile friendly.
Blockchain
Build trusted partnerships.
Artificial Intelligence (AI)
Personalise every experience.
Vision
Visualise your business with AI.
Voice
Deliver a conversational experience.
Security
Deliver trust across every touchpoint.
Privacy & Identity
Manage customer and consent.
Community
Bring your customers closer.
Builder
Build and innovate faster than ever.
Flow
Automate every experience.
EMPOWER EVERYONE
Empower your entire enterprise to respond to change and upgrade skills on the go.
Enable teams to create engaging digital experiences in a code-less framework using customisable components and services. Nurture collaboration across any device with a unified model and tools that work better together. And empower team members to upgrade their skills to drive the growth of your business.
What exactly is Low Code?
It's a modern approach to app development that necessitates little to no coding. Low code is not just buzzword. It's an alternative approach to orthodox app development that is more visual than manual. With a low-code development framework, teams can utilise easy to use graphical user interfaces (GUIs) such as drag and drop functionality to customize apps.
Since you don’t need specialised technical or coding knowledge any more, business users easily assist coding teams to create custom apps and workflows for your customers, partners and employees.
By bringing app development to business users, the low code approach reduces the gap between IT and business teams. Sales, service, and marketing teams can play a more involved role in app development. This allows IT teams more bandwidth to prioritise pressing technical tasks. The evolution of app development from IT to business can lay the foundation for a digital transformation across the enterprise.
TURBO CHARGE SCALE AND INNOVATION WITH HYPER FORCE
Grow your business on a trusted, scalable, robust platform.
Hyperforce is the next-generation infrastructure architecture of Salesforce. delivers Salesforce products and services reliably and securely on all major public clouds allowing you to augment your customers’ success by rapidly scaling your drag-and-drop driven low code apps to new markets.
HYPERCOMPLIANT
Store data in one place while staying globally compliant.
Enjoy the flexibility of the location of your data to comply with local regulations even in the public sector.
HYPERSCALABLE
Implement faster with an infrastructure with limitless flexibility.
Scale your infrastructure easily. Hyperforce allows resources to be deployed quickly while you have the flexibility of system elasticity.
HYPERSECURE
Safeguard sensitive data with built-in trust.
Hyperforce allows you to prioritise customer data security with the built-in trust that is the cornerstone of the world’s most trusted cloud platform. It works behind the curtain to ensure the security and privacy of your data, so you have the necessary bandwidth to focus on innovation.
HYPERCOMPATIBLE
Build future-ready apps with backward compatibility.
All existing Salesforce apps, customisations, and integrations (whether they are on the cloud or not) will run without disruption on Hyperforce.
Summary
Salesforce is the world’s leading Enterprise App Development Platform that streamlines your business reach and functionality.
You do not need to deal with developers any more to create apps with the Salesforce Platform. With the simplicity of drag-and-drop functionality, just about anyone can build and deploy apps that automate processes that augment the customer experience. And for coders, the Salesforce Platform is language agnostic, which means you can build customs apps using any language.
The apps you build can be deployed on any device or on the web, whether simple or complex, and integrate with almost any data source.
With Salesforce, you can find new ways to enrich the customer experiences and streamline business processes. Your imagination is perhaps the only thing that may limit you.
Girikon is a Certified Salesforce Consulting Partner and can help you start building apps in a code less framework.
Girikon is a Certified Salesforce Development Partner and can help you start building apps in a code-less framework.
Contact us today learn how you can get started now.
At the peak of COVID-19, merchants were making decisions in haste to provide the products and services that customers needed. Today, when the world is far more at ease, these makeshift solutions are now intensifying as shoppers have a plethora of options driving expectations to an all new high. Additionally, their patience is very limited now. In fact, research data across over 2000 retailers suggests that 80% of shoppers are very likely to abandon them after three bad experiences.
Merchants need deeper the insights into customer behaviour to scale up their business. Here are top 4 trends that have been observed across the world on how the retail landscape is changing.
Trend 1: Shopping journeys get more complex
During the 2 years of COVID, three types of digital channels grew their transaction share by almost 40%: brand websites, retailer websites and apps, and online marketplaces. This of course includes transactions through their apps as well. In the process, associated channels like delivery apps, social media, and messaging platforms have also become prominent players in the digital commerce eco system, with a growth of over 20%.
As the range of shopping channels continues to expand, shopping journeys have got more and more complex. The purchasing journey has become fragmented and complex. It is imperative for brands and merchants to develop a one-on-one relationship with customers across platforms namely social media, messaging platforms, and video to stay relevant.
Social media, influencers, and messaging apps have become hugely popular today for product discovery. For making a purchase, social media, digital wallets and email are the leading digital destinations. And when buyers need customer support, they mostly turn to chatbots and social media.
Trend 2: The store goes digital
Although transactions through brick-and-mortar stores decreased significantly during the pandemic, the physical store still plays an important role in the shopping journey. In fact, reports indicate that over 80% of the global merchandise sales happened at physical stores in 2020. The primary reasons shoppers prefer to visit a physical store are firstly, to touch and feel the product, secondly one gets immediate delivery of the merchandise and finally to avoid logistics costs.
However, shoppers today are blurring the lines between digital and physical channels while they are in the store. Many shoppers today research about a product on the retailer’s app while still being in the sore before making a purchase. To compliment this trend, brands and retailers are connecting the in-store experience with an increasing number of digital touchpoints.
The role of the store associate is growing as well. At the peak of COVID, store associates evolved from the routine scanning and bagging to becoming customer service reps, product recommenders, and brand influencers. And these roles are more than likely to stay, which makes the role of the store associate in the customer journey far more intriguing.
Trend 3: The loyalty game has gone a few notches up
Loyalty programs are continuously evolving based on shopper expectations. Although a points-based loyalty program is still the most preferred method today, data indicates that younger generations are seeking a more experience-based journey that establishes a deeper connection with the brand. Millennials today value exclusive access to limited products and richer experiences far more than ever when it comes to loyalty programs.
Shoppers are also seeking rewards for their transactions. They are willing to take a further step such as downloading an app or writing an online review and sharing personal information like their birthday or phone number for a more personalized experience and loyalty benefits.
Trend 4: Brands and Retailers and brands fast track unified shopping experiences
Most customers expect brands and retailers to recognise their unique needs and expectations, but only a portion of them have the capability to turn data into personalized offerings in real time across channels and touchpoints.
To address this customer expectation, and to address the challenges associated with delivering that expectation, retailers and brands are adopting a threefold approach:
HIRING MORE DATA SCIENTISTS
Retailers are actively working to hire more data scientists. And this trend is expected to grow further into 2023. This trend that brands and retailers have the opportunity to overhaul their loyalty programs to meet the rising customer expectations and their openness to share personal data.
ADOPTING A UNIFIED ENGAGEMENT PLATFORM
Many retailers and brands today are already in the planning stage for such a platform, which allows them to access and monetise customer data by engaging with them at a deeper level.
UPGRADING POINT-OF-SALE TECHNOLOGY
Going forward, the pint of sale (POS) will become a critical part of a unified customer engagement platform. In fact, new retailers are already adopting this approach and are moving to a cloud solution.
The in-store digital experience is key for engaging with customers and driving sales. Here are some tips on now to enhance customer experience.
Empower associates with the tools that drive sales
As we mentioned before, store associates are adopting extended functional roles such as customer service, ecommerce, and social media experts to engage with shoppers. To be able to wear multiple hats successfully, store associates need access to customer data along with user friendly digital tools. This is where a CRM platform like Salesforce comes into play. Associates can access complete customer profile with information on purchase history, buying preferences, demographic data, customer satisfaction score, and more.
To get associates up to speed quickly, Salesforce provides digital learning platforms like myTrailhead that bring associates up to speed on how to handle every aspect of digital and physical transactions. Brands and retailers can reskill associates for routine store tasks such as picking, sorting, packing, and shipping to support the fulfilment journey. Store managers can learn to use digital tools to analyze data, access insights and act on them faster than ever.
Maintain real time inventory levels
The greatest enemy of customer satisfaction is out-of-stock inventory. Most shoppers are interested in pre-ordering new or out-of-stock items. This is especially true for fast moving items. Stores can manage inventory levels with a flexible and robust order management system. The order management system connects data across your warehouses and stores to give associates the most accurate status of current inventory. That translates to happy customers.
Offer multiple digital payment options
Customers need more payment options, period. Having just a credit card machine won’t do. In the era of digital, stores need payment types that are minimally invasive and streamline checkout for customers.
Level up store fulfilment
During the peak of the pandemic, there was a scramble to buy online or pick up in store. In fact, some retailers even turned some of their stores to micro-fulfilment centers.
Make sure to:
Clearly communicate important details to customers, such as where to pick up their items from and when.
Clearly communicate to customers what identification they need to provide to pick up their orders
Establish a seamless connect with customer service channels so that shoppers can easily chat with an agent to resolve any issues
Offer personalized product recommendations to customers based on their purchase
Augment customer service across channels with a personal touch
Customers love the physical experience, personal touch and immediacy that is intrinsic to in-store shopping. It will be wise extend that experience to your customer service channels. And one of the best ways to achieve this is to train associates by having them help out customer service agents during peak season.
Another important consideration is to encourage self-service for customers. Keep your help centre up to date for customers to find their way around. Integrate workflows that guide customers through tasks like how to initiate a return to a nearby store. Use AI-powered chatbots to scale support during sales or holiday seasons.
Lastly, adopt asynchronous modes of communication like messaging apps. They keep the conversation going and provide a history of past interactions. Train associates and empower them to resolve customer issues over digital channels and incorporate customer feedback to evolve the experience. Develop a loyal customer base, especially in the era of vibrant social media.
Girikon is a Gold Certified Salesforce Consultant and can help you set up a strategy to connect with your customers like never before.
Questions? We’ll guide you to the right path
CONTACT AN EXPERT
There is a general consensus in higher education that institutions of nearly all types and sizes need to improve persistence and completion rates. While there have been slight improvements in recent years, data indicates that only half of the students complete degrees at the institution at which they start. Studies have suggested that many students complete their degrees at other institutions, taking completion to about 62%. Student departure remains a mystery for most educational leaders. They feel a compelling need to understand and fix the causes of attrition.
There is no shortage of knowledge or reference on what works in student retention. Given all that, it is surprising that rates have only gradually improved. This could be for two reasons. First, institutions are flooded with data points and may not be able to identify the ones that must be tracked or which ones help would explain the persistence patterns of their students. Second, we may lack the connections between institutional supports and students who need them to see if we are truly doing something about it.
Organize the Data Points with a Model
Student success models can be helpful for educational leaders who wish to identify the key aspects associated with student success, persistence and completion. While there are many models to choose from, one of the most talked about is Tinto’s “Theory of Student Departure”. The model helps track the student lifecycle and identifies areas where both student and college attributes can impact the decision to stay in or leave an educational program.
Tinto’s model, when analysed and condensed, suggests that there are five key areas where students may encounter challenges that disrupt their educational careers. Likewise, they may identify areas where students may have strengths that boost their success:
Academic Integration
Academic Integration in a college can be segmented into three parts: preparation, transition, and performance. These three can be connected sequentially, meaning lack of preparation can lead to a poor transition and weak ongoing performance, or they can occur in isolation, disconnected from one another. Experienced faculty and advisors probably know several cases where poorly prepared students were highly successful, well-prepared students failed, and those from both groups realized a trajectory in line with their levels of preparation.
Social Integration
Social Integration addresses the extent to which the student is able to connect with peers within the educational ecosystem. Adult learners often bond with other adults through common programs. The extent to which students have successfully bonded with their peers can be hard to read; it is not usually a one-size-fits-all model of social integration and student information systems are not typically built to collect and report the data that may be associated with this important area of student success. This aspect may also be useful when working on student faculty engagement. This form of social integration in which students feel heard, seen and accepted by faculty is important especially for under-represented groups to feel a sense of belonging at their institution.
Financial Support
Financial Support is critical to enable a student to be able to afford education at that institution.. For those who complete annual aid applications, the resulting calculations serve as a proxy for the ability to pay. The data collected for this purpose does not include factors that can help a student afford costs such as support from family or those that can hamper affordability such as need of a student to work to support a elderly dependent household. We often have a different perception of need-based aid than how students view the issue: the amount of the education bill, less the aid is the amount to be paid or financed. More often than not, it is this bottomline number that impacts students’ real or perceived ability to remain in an educational program. It can also impact the value perception of the educational experience. Is this experience worth it’s price?
Goal Clarity
Goal Clarity indicates the degree to which a student recognises why they are enrolled in certain college, and the end goal of the program being pursued. Certain institutions might assume that a chosen program or subject translates to goal clarity but data often shows that students change subjects two to three times before getting a degree.
A few of the factors that can determine whether a student may have clarity about program they have chosen are its requirements, their personal ability to meet required standards and their practical experience in that field. Faculty and advisors will spot a common situation of students feeling lost when they are unable to pursue a popular program.
Support of Family and Friends
One of the least investigated areas for measuring student persistence is the support of family. As the number of college students grows, the perception of the college experience amongst their friends and families may differ than those who come from families where college attendance is common. However, that does not mean all families don’t support of first-generation students across the board. In fact, many families place high value on college education. Having said that, there may not be an obvious relation between the program curriculum and career, time spent away from class, student services, and the potential of associated programs for providing key career skills.
Create a Framework of Indicators for Lagging
Using these five aspects of higher education as a model, it is possible to establish a data framework that measures what we know about students and their probability to continue and succeed. Lagging indicators are most commonly available data points that reflect things that have already occurred. These include grade point average (GPA), which don’t reveal student successes and struggles with certain concepts and skills. They also include the marks of courses finished in a term, unpaid fees that disallow registration for another term, abandonment of courses midway etc.
While these data may support analysis of past activities, rarely do they provide understanding of current students. For insight that is “current”, institutions need data indicators that reveal outcomes in real time.
Lagging indicator data is important. It allows the institution to conduct detailed, multi- parameter analysis to reveal student groups that may enter into high-risk situations. It may also aid in identifying remedies and support structures to support future students who may have the same characteristics. Too often, these analyses are univariate, such as GPA and one-year retention rate. Even while doing multivariate analyses, the data silos and not sufficient to form regression models with retention values high enough to explicitly establish the differences between students who continue and those who don’t. Human behaviour is complex and is driven by many factors. Consequently, analysis needs to be detailed and based on comprehensive data to allow analysts to investigate multiple factors to understand the patterns of their students.
Leading indicators allow institutions to impact persistence in real time. Awareness of a student not connecting with faculty as expected, assignments, fellow students, lets the institution to intervene and attempt to resolve the issue before the student feels isolated to a degree that compels him/her to leave. Identifying students who have pending program fees within the term, which usually happens because loans applied on parent creditworthiness, have not been approved, allows the institution to intervene and find a solution. The institution can support in bridging the gap and mitigate the stress felt by the student before it becomes overwhelming. These are but a few examples of how leading indicators can be used to impact student persistence.
Identify and Address Gaps
There is typically more data available on lagging indicators than leading indicators, which implies that we have been more attuned to collecting and using data that reflect information on something that already occurred. It must be re-iterated that lagging indicators are help in analysing patterns and suggest interventions for future students. There is far less data available and used as leading indicators, however, and this implies an emerging area of practice that demands more attention.
Analyses need to have robust and comprehensive data, yet those tend to exist in various systems/data silos. Institutions that have data warehouses are one step ahead; identifying the important data and extracting them from those systems may still be a challenge, even with solutions in place. Many other institutions that lack these data tools find themselves wishing for better insights and tools to help them collect, assemble and analyze their data. Certain areas suggest polls or surveys. While there are a number of solutions available today, these can also have limitations.
One of these is the timing of offering a survey to new or current students, when receive the data back and place those into the hands of those who need it (especially advisors). Some of these instruments allow comparisons of student responses at your institution to others, which can be helpful, but that may be outweighed by the timing, where these data then become lagging, not leading, indicators. Short polls, such as those that ask students to rate how they are doing that day with facial emojis, may capture those who are feeling overwhelmed. Longer polls, that tease out the nuances of family and friend support, shouldn’t exceed 10 questions and five would likely increase response rates. Survey overload can be avoided by good planning and timely distribution of short polls and surveys.
Connect the Dots (and the Data)
Collecting, assembling, analyzing and acting upon a robust dataset is an evolutionary process. Institutions should start with what they have and gradually augment and enhance their data and its usage as part of a quality development process. Knowing what the desired state looks like is important to creating a strong road map toward it.
Assembling a robust set of lagging indicators means getting data from multiple systems, modules and tables in to a unified dataset. Once aggregated, data analysis and visualization should reveal the interaction of the data categories within the framework. Human behavior is often complex and more often than not the decision to stay or leave a program is a mix of multiple factors originating from various parts of that experience. And there may be outside factors as well such as childcare, work pressure etc. External factors may be harder to capture through these data collection mechanisms and may not reveal the true picture. A proper assessment of the internal factors within the control of the institution will augment the analysis and sidestep simplistic, one dimensional solutions about why students are staying/leaving.
Assembling and using a robust set of leading indicators is often a tremendous challenge at the most forward-thinking institutions. Is anyone following up to check if any student needs help on unpaid balances? Does the financial aid office, who may be equipped to discuss solutions, even know that this has occurred? Is financial stress causing the student to look for additional outside work, such that they have less time to read and complete assignments? Is the early alert system complicated to use by faculty? Do residence hall advisors have a similar alerting mechanism for issues they might spot? Who is following up on these and what data do they have that will help them facilitate an empathetic and inform conversation with the student before they make a decision to leave?
Adopting a case management methodology to understand student persistence and success has been used by institutions in first-year programs. Some of the more remarkable results have linked students to institutional resources, as well as community services and supports, in a “wrap-around” approach to student success. These approaches can only work when cases are surfaced and those empowered to act have sufficient information to meaningfully interact with the student. It requires that the information from disparate systems is brought together. Improving student outcomes also requires that the care teams and staff can see the relationship between suggesting services and resources and the student’s engagement or lack thereof. Higher education. student support has been based upon a “build it and they will come” approach, as well as an invitational approach to student referrals.
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With Vaccine Cloud, healthcare organizations and governments can more efficiently manage supply, delivery, execution, and logistics of vaccine programs and communicate faster wit beneficiaries, all on a platform that is trusted, secure, flexible, and quick to deploy. As more and more vaccine doses become available, people can pre-register for a spot in the queue. This allows healthcare organizations and governments to quickly and objectively schedule programs and forecast inventory at scale. Recipients can be sent personalized sign-up invites to enable them to schedule appointments directly. When they arrive for an appointment, clinical staff can access their medical records and get a 360-degree view of their immunization history and personal health information. Clinical staff can then take advantage of the latest public health guidance measures, allowing them to follow best practices and deliver great care. They can also update the recipient’s record to reflect any dosage specifics and administration information. Key metrics from these processes provide clinical officials with insights on the progress of their vaccination programs. These insights can then be swiftly converted into action based on reported health concerns, availability of stock, and vaccination preparedness.
Key Components of Vaccine Cloud.
HEALTH COMMAND CENTER
Get a complete view from a single dashboard to manage your vaccination program better.
Health Command Center gives governments and healthcare organizations a complete 360-degree view of vaccine management to drive data-driven decisions. You can use up-to-date vaccine inventory data and demand forecasts to streamline and optimize your vaccine program.
· Drive data-driven decisions based on vaccine needs and availability
· Ensure rapid response with a 360-degree view of vaccine programs
· Centralize all data into a single dashboard to drive faster responsiveness
VACCINE INVENTORY MANAGEMENT
Drive rapid mass vaccination with accurate forecasting.
Vaccine Inventory Management helps healthcare organizations and governments to ensure availability of stock and maintain adequate supply of doses, syringes, and PPE levels. It can also assist in forecasting demand, help reduce wastage, and rule out surplus supplies.
· Take advantage of a single solution for planning and prioritization
· Use Salesforce’s intrinsic robust inventory management to manage stock
· Streamline supplies to forecast demand and trim wastage
VACCINATION APPOINTMENT SCHEDULING
Centralized scheduling to drive efficient vaccine distribution.
With Vaccine Cloud healthcare staff can now easily conduct health assessments. It also allows you yo assess eligibility of recipients and schedule appointments. Not only that, acquiring digital consent and ensuring vaccine availability as and when needed is now easy.
· Manage registration and eligibility of recipients
· Pre-screen recipients and capture digital consent
· Drive on-demand scheduling with QR codes for contactless visits
ASYNCHRONOUS REGISTRATION AND SCHEDULING
Securely scale vaccination registration.
Through a robust and comprehensive web experience, organizations can gather recipient registration information, apply eligibility and inventory rules, and notify them via personalized emails about when an appointment slot is available.
· Streamline vaccine registration with a scalable and equitable process
· Take advantage of eligibility and prioritization and to connect people to appointments effectively
· Scale your program in-person, online or through call center registration for all recipients of your community
CLINICAL VACCINE ADMINISTRATION
Gather accurate vaccine information and prepare for distribution.
Clinical Vaccine Administration ensures clinical professionals are trained adequately before vaccine administration to prevent onsite bottlenecks. Data analysis tools allow vaccine administration agencies to assess readiness, log and track vaccine allotment, and analyze results.
· Augment safe vaccination practices with pre-arrival screening
· Analyze community-wide vaccine outcomes in conformity with public health guidelines
VACCINE OUTCOME MONITORING
Monitor post-vaccination outcomes with data capture.
Enable healthcare organizations and clinicians to follow up with recipients with surveys to assess their health outcomes. Streamline digital surveys with email, web, SMS and phone.
· Log recipient experiences with surveys and manage health outcomes
· Streamline communication amongst officials and the public in case of post-vaccination events
ENGAGEMENT AND AUTOMATION
Engage the community throughout the vaccination journey.
Empower health officials to interact with the community through notifications, and launch education and outreach campaigns. Ease staff burden by automating repetitive communications, such as dose reminders.
· Notify people for the next dose
· Alert delivery agency managers to replenish stock based on appointments
· Track recalls and trace back needs from adverse events
VACCINATION VALIDATION
Generate and verify health credentials for transparent proof of vaccination.
Generate health credentials during the process of vaccine administration.
· Capture and manage digital credential records
· Verify health credentials for proof of vaccination
· Integrate seamlessly with prevalent Digital Credential standards
Here’s a look at how Vaccine Cloud Helps deal with challenges to implementing Vaccine Programs.
Vaccine Velocity
In the current context of the pandemic, it is imperative for governments, public health groups, and healthcare organizations around the world to efficiently and effectively manage their vaccination programs.
Once the vaccines are developed, there are several other challenges to consider.
Overwhelming demand: Public health groups are under immense pressure to deliver vaccines. Healthcare groups and agencies must manage their inventory better and administer vaccines to the appropriate groups while preventing any wastage. Delivery and logistics challenges: It is imperative to maintain vaccine quality throughout its journey from production, to packaging to storage and distribution to streamline the entire supply chain. Clinical staff shortage: COVID-19 vaccines follow-up doses. Existing systems and staffing plans are not designed to handle the distribution and delivery of multistage vaccines to billions of people in a short period of time. Vaccination outcome monitoring: It’s essential to capture data on recipient experiences, health results, and outcomes once they are vaccinated. Communication challenges: High volume of vaccination programs makes consistent communication with high-risk populations about the program a daunting task.
Addressing the challenges
Public health organizations and private businesses must collaborate to tackle these challenges. Salesforce launched Vaccine Cloud with an objective to facilitate that coordination. With Vaccine Cloud, health organizations and groups can easily design, launch and manage vaccine programs from start to finish. Vaccine Cloud takes advantage of native Salesforce products to empower healthcare providers, businesses and governments deliver vaccines at massive scale efficiently and equitably.
Solution What It Does Why It’s Important Health Command Center It shows vaccine inventory levels and forecasted vaccine needs in a unified single console. It helps health organizations to make data-driven decisions based on vaccine needs. Vaccine Inventory Management It forecasts demand for vaccines and related supplies. It trims product wastage and prioritizes the deployment of inventory. Appointment Scheduling It schedules and manages vaccine appointments, acquires digital consent, and helps clinicians to establish eligibility of recipients. It encourages recipients to do self-service and promotes on-demand appointment scheduling. Clinical Vaccine Administration It trains medical staff for vaccine administration before administration of vaccines, manages overall community health, logs and tracks delivery and administration of vaccines, and analyzes community-wide results. It promotes pre-arrival digital screening and safe vaccine administration practices. Vaccination Outcome Monitoring It captures data on recipients post vaccinations. It helps clinicians to swiftly follow up on recipients if there’s a health concern or a emerging trend in the wider community. Health Notifications It delivers personalized outreach campaigns, sends reminders to recipients, and alerts clinical staff on restocking needs based on future vaccination schedules. It automates repetitive communication and eases staff burden. Digital Credentials It provides verifiable, trusted, and secure certifications that let participants easily share health or vaccination status easily, privately and securely if they choose to do so. Allows organizations to safely reopen public places.
Girikon is a certified Salesforce Consulting Partner and can help you effectively and efficiently manage your vaccination programs. We will be happy to answer any questions you might have about Vaccine Cloud.
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Background
The manufacturing industry is a vital cog of the global economy. Globally, manufacturing output exceeds $35 trillion across the 34 largest manufacturing regions. This sector is also on the verge of renewed productivity, innovation and efficiency as technology innovation heralds the next generation of manufacturing in an connected ecosystem powered by intelligent analytics.
Salesforce Manufacturing Cloud was designed with an intention to help drive this transformation with a solution specifically designed for manufacturers to unify accounting and forecasting for greater transparency and collaboration across their entire ecosystem. This unified platform provides a clear view of customers with account-based forecasting solutions that enable them to precisely forecast, plan, and drive improved business outcomes.
What is Manufacturing Cloud?
Salesforce Manufacturing Cloud is a new offering from Salesforce, specifically designed for manufacturers. It is an AI-powered, cloud-based manufacturing platform, built to take the industry to the next level of digital innovation.
Unify customer-centric operations across the organization
Prebuilt objects, frameworks and processes for manufacturers
Unmatched innovation, including minimal-code tools and integrated AI
Helping manufacturers align sales and operations
One of the key success criteria in the manufacturing industry is building great products great products and meeting market demand with efficient production and fulfilment. The first step in that process is to ensure accounting teams have holistic visibility of the book of business for a customer. That includes ongoing business, business run rate and potential opportunities. This visibility translates to more accurate forecasting, more predictable outcome, and eventually, more revenue.
Predictability is the top priority for all stakeholders in the manufacturing ecosystem. Customers want to be sure about pricing, availability and delivery; distribution partners need efficient delivery channels; sales teams need pricing based on real-time volume assumptions; and operations teams want to build and procure components based on the most accurate forecasting.
To achieve all this, manufacturers must have a clear understanding of the entire shipment history of a customer, current production plans, and production forecasts. One of the key challenges most manufacturers face is information and data stored across multiple systems such as ERP, CRM and SCM. And with the involvement of various teams, the whole process faces resistance and makes the sales and operations process hazy. And to make things worse, those closest to the customer- sales and distribution partners are not accurately represented.
In the current manufacturing ecosystem, there is gaping opportunity to link customers, sales teams and distribution partners to change the entire operational paradigm. Going forward, manufacturing leaders around the globe will set a new standard for connection and engagement with their customers. To achieve this would require complete access to previously stored data and to be able to extract insights out of that data.
How Manufacturing Cloud works
Manufacturing Cloud was created to align sales and operations, to improve the sales forecasting process for both current operations as well as new business opportunities, and to extend the new process to partners. Here’s how.
Sales agreements allow manufacturers to unify current business with data stored in external systems such as ERP with agreement terms so both accounts and operations teams have a 360-degree view of the customer. Sales agreements are automatically updated with changes, thus providing a single source of truth. Account teams can now manage the full sales agreement cycle with clear visibility into promised and actual order volumes. They can also view the performance of the agreement vis a vis the forecast and other metrics.
Account-based forecasting provides insights across the business to allow operations, sales and finance teams to get more accurate forecasts. Account teams can easily update changing customer needs based on market demands, which in turn allows the productions team to adjust plans and estimates in real time, thus making transactions, profits, and revenues more predictable.
Many manufacturers also sell their products through a fleet of distributors and dealers who have feet on the ground and true knowledge of changes in customer demand. Manufacturing Cloud integrates them into the forecast process with a pre-built collaboration driven community template.
With this revolutionary capability, manufacturers now have an opportunity like never before to get real-time insights into product and customer performance, and the agility to translate these insights into action. That’s the hallmark of an agile business.
Intelligence at the core
Manufacturing Cloud is a key part of Salesforce’s design philosophy – Customer 360, which allows manufacturers to deliver smart field services, channel management, B2B Commerce, and much more, on a single platform across their business.
One new feature of Manufacturing Cloud is Einstein Analytics for Manufacturing. Account managers can now get intelligent analytics with KPIs across important data sets like account health, market penetration, price information and demand insights. By unifying and analyzing these data points, account managers can proactively engage with customers to grow the relationship. Also, by identifying these key trends, account managers can recommend upsell and cross-sell opportunities.
The analytical ability is integrated directly into the business process of the account teams that provides real-time insights into sales agreements, forecasted performance, and customer interactions to predict the overall health of the business relationship.
In the past, account teams obtained this information in chunks from different sources and in various formats, and often outdated. With Manufacturing Cloud, manufacturers now can embed it into their entire business process.
With Einstein Analytics the platform is flexible and adaptable to cater to changing business needs. The insights around products and customers, will drive forecasting accuracy.
Manufacturers today need to navigate greater complexity and the disconnected manual systems of the past won’t work in todays connected world. Leading manufacturers are
Manufacturing Cloud enables all manufacturers to do capturing, integrating, and analysing data from across their organization to drive better business outcomes. All that with a single platform for unifying, exchanging and acting on information. It’s the force driving digital innovation and the next generation of manufacturing leaders.
How can Manufacturing Cloud help my business?
Unify the digital journey on a single platform.
Build a unified view of your entire business, transform service experiences, simplify partner engagement, and make data-driven decisions with Customer 360.
With Manufacturing Cloud you can strengthen partner engagement, streamline and monetize service, unlock data for greater impact, and increase employee productivity and agility.
MODERNIZE COMMERCIAL OPERATIONS.
A unified platform will accelerate your sales cycles makes it easy for customers to do business with you:
Manage recurring business on a single platform that is designed for manufacturers
Track performance against sales agreements
Forecast demand
SIMPLIFY PARTNER ENGAGEMENT.
Suppliers and partners are key elements of the manufacturing value chain. Improve performance with:
Streamlined and collaborative business processes
Shared visibility of agreements, orders, cases and forecasts
Channel incentive programs
TRANSFORM THE SERVICE EXPERIENCE.
Manufacturers need to offer unified experiences to customers, partners, and employees. Transform your experiences by:
Automated service processes and self-service to Improving satisfaction
Improve field service performance while minimizing disruption
Discover new service revenue streams on a unified platform
ENABLE THE WORKFORCE OF THE FUTURE.
Attract top talent and empower them by providing employees with the tools to do their work from anywhere:
Deliver productive, collaborative experiences on a single platform
Scale expertise through knowledge and information access, analytics, and AI
Ensure compliance and drive efficiency with business process automation
UNLEASH YOUR DATA.
Unlock disparate data and make faster, smarter decisions with AI-driven intelligence:
Deliver data when and where it’s needed across your business
Acquire insights with integrated analytics and AI
Transform insight into action by engaging on a unified platform
Key Features of Manufacturing Cloud
Forecasting Frameworks
Get a complete view of predicted volumes and demand.
Sales Agreements
Build a source of truth for your business.
Manufacturing Data Model
Loaded with prebuilt objects, frameworks and processes for manufacturing.
Embedded Analytics
Make quick, informed decisions with out-of-the-box dashboards
Digital Process Automation
Deliver manufacturing centric experiences and automation.
Rebate Management
Grow trusted relationships with channel partners with powerful incentive programs.
Want to know more about Manufacturing solutions from Salesforce?
CONTACT AN EXPERT
Whether you are already running a Salesforce instance in your organization and would like to upgrade it, or you want to set up a Salesforce implementation from scratch, you will probably need the expertise of a Salesforce consulting partner.
With the global adoption of the world’s No.1 CRM platform, the Salesforce consulting partners network has been growing over the years, ranging from individual consultants to global partner firms, offering extensive expertise across Salesforce products and industries and third-party apps.
But, how do you find a consultant that is best suited for you? Here are the top 9 mistakes companies usually make when Salesforce consulting partner and how to tackle them.
Mistake #1: Not having a clear definition of business goals
As a business leader you are expected to show the way. It’s not the job of a consultant. Before you decide what type of implementation you want, it is critical to understand why you need the proposed solution in the first place. How does it address your business goals? What problems is it going to resolve for you? What direction do you want your business to take post implementation?
Without a clear understanding of these aspects, you may end up squandering time, money and effort on an underutilised Salesforce implementation and never really realise its full potential.
To set the right direction for your business with the help of your Salesforce implementation, you need to clearly define:
Determine Business Objectives – Enlist what you wish to achieve with the Salesforce platform, just in the immediate term, but over a 3-4 year period.
Define Optimal Project Schedule – Set realistic expectations you’re your project execution timeline. Typically, implementation times take months for for mid-size businesses.
Define your budget – Do thorough research and establish the budget range you are willing to invest into Salesforce implementation and administration going into the future over a 3-4 year period.
Establish your Partnership Model – Determine the implementation scenarios of your project based on budget, time and resource constraints: will your Salesforce Implementation Partner perform complete implementations, will you split responsibilities with your partner, or you will do everything with internal resources while being guided by your partner.
Define Project Stakeholders – Identify key people from your team who you want to involve in your project implementation. Amongst them, identify a champion who will drive the project.
Define Salesforce Partners Roles – Identify the project roles and responsibilities that can be outsourced to your partner. Draft an RFP based on these roles which will help you to simplify discovery sessions with your prospective partner.
Mistake #2: Lack of Basic Salesforce Knowledge
This step is often overlooked. To be on the same page with your implementation partner or consultant, you need to be familiar with the most common terms and capabilities of the Salesforce platform. Educate yourself with product demos, Case Studies and Whitepapers on the Salesforce websites to know about the features relevant to your business domain. Knowing how Salesforce has helped companies around the world in your domain, will help you speak the same language as your partner.
Mistake #3: Prioritizing Price over Quality
Yes, you would like best Salesforce Consulting Partner your money can buy. And there is always a tendency to attracted to cheaper offers.
But sometimes, when you hire a low cost alternative with tight budgets, there are costs overruns and hiring that consultant may actually result in even higher running costs than originally planned, schedule overruns or worst case, project failure.
Eventually, you may decide to invest only in Salesforce developers. Initially it may seem financially viable. However, if your developers do not have holistic expertise on the domain as well as the product, you may end up with an implementation that may either be underdeveloped or well developed but under-adopted by your end-users.
Which is why Salesforce recommends working with Salesforce Certified partners so that there are no surprises in the long run. It is an expensive option compared to others, but the chances of success are much higher.
Mistake #4: Underestimating the power of reviews
All companies design their websites to look great. And why wouldn’t they? They want you to think that are the best at what they do. However, that’s not the entire story. But what are their clients saying about them? Customer reviews on AppExchange are a great indicator of customer satisfaction levels. Read reviews to know what’s good and what not about a product or app. There are also third part websites which publish reviews of companies for their services.
Mistake #5: Rushing into a decision
Investment into a Salesforce implementation is a huge decision. There is absolutely no reason to rush into it just because your competitors are doing it. Take your time, understand how a partner can help you and make an informed decision.
Ping your network for references, surf through Salesforce platforms like AppExchange and the Trailblazer Community to access a larger pool of consulting companies. Go through their portfolios in detail. Browse through their client case studies for similar projects, determine how their work experience matches with what you need and compare.
Mistake #6: Ignoring the marketing background of a Salesforce partner
At the core of its business, Salesforce is a digital marketing company that empowers businesses to manage customer relationships and enables marketers to launch campaigns, track conversions, and measure ROI.
However, not all Salesforce consultants have adequate digital marketing experience, and while it’s not mandatory, in order to maximize utilization of the power of Salesforce, you should find one that does.
Solution implementation customization and administration are not the onoy things you need help with. You need to know how your business goals align your marketing goals.,
Mistake #7: Hiring a Salesforce Consultant with inadequate relevant experience
You will find that there is no dearth of skilled technical experts on the AppExchange platform. But are technical skills and certifications enough to ensure the success of your project?
No doubt, relevant technical knowledge is critical for successful Salesforce implementation, and you should always pay importance to the proper certifications of the consultants on your partner’s team. However, domain expertise is equally important.
What if Salesforce doesn’t offer out-of-the-box solutions for you line of business. You will then need to identify experts that can customize Salesforce for your unique business needs.
Lack of relevant and adequate industry experience may lead to an implementation with cracks and consequently impact adoption by your team and your ROI.
Besides domain knowledge, you should also look for partners who have enough resources to work with a company of your size and have worked on similar projects.
Your due diligence on your prospective partner’s technical and marketing background will augur well in the long run. Take your time and do a thorough investigation into identifying the best fit partner for your project.
Mistake #8: Not Choosing an Expert
Why do you need to hire an implementation partner? Because you don’t have that level and kind of competence and experience available within your organization, right? And the last thing you want is a partner that readily agrees to every suggestion you make.
What you need is a real expert who has the technical as well as the industry expertise to examine and inquire your business in-depth, and will confidently take the lead and suggest the path forward.
Certified Salesforce Consultants avoid common mistakes, because they’ve learned the hard way, and will suggest the best path forward even though it may not appear right to you. In other words, they will not hesitate to disagree with you.
Mistake #9: Not looking long-term
One of the most common misconceptions amongst businesses is that their engagement with their implementation partner finishes with the deployment of Salesforce.
The truth however is quite to the contrary. Post implementation, your project will enter a phase where you will need expert support of a different kind: to drive user adoption of the platform, ensure that your platform is configured correctly after each Salesforce release, and troubleshoot all solution-related issues.
Your organization is going to grow over the years, and so should your CRM. When new enhancements or customizations are needed, it’s much more efficient and easier to work with a tried and tested Salesforce partner who know your project ground up.
Smart businesses today are focussed on fostering meaningful long-term relationships, that complement their core offerings with innovation.
Investment in Salesforce is a huge step, and should be undertaken with proper planning. And Salesforce partnership is a handshake, where both client and partner work on common goals with shared responsibilities.
Girikon, a Gold Certified Salesforce Implementation Partner, provides expert guidance and support throughout the client’s growth journey. We will assist you with your Salesforce initiative and deliver your unique CRM implementation solution working hand in hand with you
Questions?
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