Salesforce Consulting

Businesses run on documents and trust. Conga Composer – a salesforce app automates the tedious business process and provides actionable insights, so that customers can focus on what matters. Conga composer- a robust Salesforce application allows businesses to create error-free, sophisticated and template digital documents directly from Salesforce that too within seconds. This leads to increased productivity and engaged customers. What is Conga Composer? Conga Composer is a Salesforce app which makes it easy for Salesforce users to create sophisticated documents and reports using any data in Salesforce with only a few clicks. It can automatically populate richly-formatted templates with data from any standard or custom object in Salesforce. By leveraging this app, organizations can allow end-users to make selections, such as which template to use for the final merged files, or can pre-select templates and other options and run the solution entirely in the background.  Its key features are: A separate conga license needs to be purchased for each user. Reports can be generated via button on page lay-out or link on the home page Conga reports can be created through S/F report or SQL queries Reports can be created in different formats: MS Word MS Excel MS PowerPoint PDF Email HTML Email Conga Composer can be leveraged to create sophisticated and accurate digital documents using pre-built templates and populated with data from Salesforce automatically. The tool also helps organizations send consistent and personalized documents that not just promotes their brand but also delights their customers. You can generate any document like: ✔ Quotes ✔ Proposals ✔SOW (Statement of Work) ✔ Invoices/receipts ✔ Contracts ✔ Work orders ✔ Reports & charts ✔ And more! Why to Integrate with Salesforce? Composer can use data from any Salesforces’ Standard or Custom Objects or even from external database and can directly populate into your document. It can generate documents in multiple formats as mentioned above. It creates customized, personalized, and on-time reports and documents with delivery-ease for every scenario. It can store documents wherever you want them to be kept. It can easily create accurate, consistent, pixel perfect documents. It can automate documents, presentation and reports. It is lightning ready You can fetch almost 50 other objects, additional data in Salesforce using Salesforce reports or SOQL queries. Users can create documents from their browser or mobile devices. Conga Composer allows multiple options for downloading, storing and delivering the documents: Downloaded immediately Saves directly in Salesforce or Google drive Emailed automatically Sent for E-signature  Technical Insights Conga Composer can be installed from Salesforce App Exchange but before that you need to Configure Composer as a Connected App, Enable Remote Sites, and Assign Licenses before building solutions. In order to install, you must have one of the below mentioned Salesforce editions: Performance/Unlimited Enterprise Professional Developer You can use Queries, as well as Salesforce reports to create the document. Conga queries contain a SOQL Select statement which is specially built to work in combination with Conga Composer and Conga Mail Merge. You can configure Conga Composer in a Sandbox: You can configure the SF instance so that if you later generate a Sandbox from the production, Conga automatically transfers the license information to the Sandbox. This is recommended for any organization using Sandboxes. Note: Configuring Conga Composer Settings in a production instance will only affect new sandboxes, and does not have any influence on existing, refreshed sandboxes. It is lightning ready and for that we need to make sure that we are on the updated Conga version, else the Conga Composer using Salesforce reports will not work in Lightning experience. In that case we must replace Salesforce reports with Conga Queries as a data source for your Composer solutions. It is recommended that we replace all reports with queries as soon as possible. Add-on to Composer Apart from Composer, there are some add-on apps too using which you can extend the efficiency of Conga Composer. Conga Batch Conga Batch or Conductor saves your time and effort when sending out your documents. You can consolidate, schedule and deliver the documents you create. You just need to choose how you want to launch and send, whether automatically or on-demand. It can consolidate up to 50 records or files for immediate download. Then, distribute as email attachments, eSignature documents, or other common Salesforce record attachments. You can launch it from a button on a list view, page layout, or Batch record. Instead, you can schedule delivery at any interval: hourly, daily, weekly, or monthly.  Conga ActionGrid Conga ActionGrid turns reports into actionable grids so that productivity can be increased, as well as user experience and user-adoption rates can be improved. Its powerful interface enables users to understand and digest their data quickly, to filter and group, to see relationships, and to take action quickly. Edit fields directly in Salesforce like you would in Excel and add records without opening additional forms Allows more advanced filtering It requires additional license like conductor Mass update up to 50 Million rows of data History tracking can be enabled Add information in bulk; copy and paste from a spreadsheet into Conga ActionGrid Create user-based controls and permissions so that the security can be maintained Conga Sign Conga Sign is an easy-to-use, modern eSignature solution built for Salesforce. It creates personalized documents in Salesforce delivers structured, templated communication to any eSignature signer-inside or outside of Salesforce Automates the contract experience with timely reminders, automated eSignature  Tracks the status of eSignature activity Conga Contracts Conga Contracts streamlines and accelerates contract negotiations so that the deals can be closed faster without leaving Salesforce. Simplify and accelerate the entire contract lifecycle Streamlines and accelerates contract negotiations Close deals faster with automated contract creation, controlled negotiations and streamlined reporting Effortlessly bridge the gap between CPQ and eSignature with an end-to-end solution Being built on Salesforce Lightning, it allows to be business-ready quicker than most CLM (Contract Lifecycle Management) solutions in the market Wrap-up: Using Conga Composer, you can deliver your documents in almost any format and by any method, and store those documents anywhere you want. You can provide your teams the power to create documents and reports whenever they need. You can automate the process, schedule documents or trigger to shorten business cycles. By getting rid of all the roadblocks, you can pave way for increased business efficiency, productivity and more happy customers. About Girikon Girikon – A reputed name in the IT service space offers Salesforce consulting and Salesforce implementation services to clients across different domains and industry verticals. As a Salesforce consulting partner they follow industry best practices to deliver quality services and solutions.  

For a business to sustain in this competitive landscape, the sales and marketing teams must align with each other for ensuring better organizational growth in terms of efficiency, productivity and revenue. However, this is difficult said than done as the goals of sales and marketing teams are misaligned, which encourages them to prioritize their own goals over organizational profits. So, how to deal with this situation? The key lies in having a steady flow of qualified leads that the Sales team can close readily, and this can be made possible by having in place a robust lead scoring system for prioritization of leads. What is the Need for Lead Scoring?  Though, the main priority for marketers is to generate constant flow of sales-ready leads, only a small percentage of the leads generated by the marketing team are considered closable. According to statistics gathered from recent industry research, around 40%-50% of all inbound sales leads aren’t followed up by the salespeople. And even if they do so, a lot of time had already passed by for leads to be converted to customers.  Lead scoring, which is a key aspect of lead management helps marketers make the most of all the leads generated. By providing an objective way of sorting through all visitor interactions and ranking them basis their likelihood to buy the company’s products, lead scoring divulges details about the most sales-ready leads besides providing insight about how and which leads should be nurtured. By helping organizations rank their leads basis several behavioral and demographic factors, marketers can determine and focus on the most potential leads.   Evolution of Lead Scoring Tools and Capabilities:  Having information about which leads to follow up and which to ignore can be more of a speculation than science. Lead scoring provides sales and marketing experts a head start on the lead qualification process, which otherwise is time-consuming. Before the recent developments in technology, lead scoring was conducted manually and included making a detailed research on potential customers, recording their details on a database, and finally scoring them.   Today, Marketers have access to tools and capabilities that can help them rank, manage and nurture leads, so that more leads carry a higher probability for positive sales results. Automated capabilities and processes provide powerful ways to handle lead scoring and nurturing to help get the most from every visit to the website.   CRM assisted Lead Scoring:  Since, the task of manual lead scoring was strenuous and time-consuming, CRM (customer relationship management) systems emerged as the savior by automating and simplifying processes. With a robust CRM in place, businesses were able to gather data regarding every single lead and scoring them basis the selected criteria. While integrating a robust CRM system like Salesforce improved the manual way of scoring leads, it still lacked the efficiency required to quickly score leads basis their quality with sales and marketing teams still spending a lot of time gathering details about leads.   This paved way for another innovation i.e. marketing automation. While marketing automation is doing its bit by analyzing and processing a wide variety of data in an automated way, it doesn’t provide the efficacy to differentiate between visitors who are actually interested in making a purchase and those who are simply visiting the site without any intention of making a purchase. This has left space for a new player that offers a solution to all the lead scoring woes i.e. predictive lead scoring using artificial intelligence.   Predictive Lead Scoring:  A Game Changer  Powered by Machine learning and Artificial Intelligence, predictive lead scoring allows businesses to determine the criteria for defining a strong lead, creating models for lead scoring based on the specific needs of your company while adapting themselves in a changing market. The Einstein AI capability of Salesforce provides lead scoring an altogether new approach by streamlining a variety of tasks associated with it. Right from automatically collecting and analyzing CRM data for determining strong leads, creating finely tuned lead scoring models to gathering account insights, using Salesforce Einstein AI for lead scoring will augment the efficiency of sales and marketing teams by saving their time significantly. However, you must get in touch with a reliable Salesforce consulting company for any assistance regarding lead scoring including the creation of appropriate lead scoring formulae.   The Bottom line:  The value of figuring out sales-ready leads is inestimable. However, it isn’t easy to manually analyze humongous data to determine closable leads. A robust lead scoring system will help organizations to align their marketing and sales team while ensure better utilization of resources, improve rate of conversion, and condense sales cycle, which will ultimately translates to increased revenue. This will allow sales and marketing teams to close deals quickly while forge a strong relationship with their customers. As a cloud-powered CRM, Salesforce has become preferred choice of businesses due to the wide array of features, functionalities and components offered by the platform. To make the most of this platform, it’s important to partner with a reliable and experienced Salesforce implementation partner.

A popular term that we constantly hear today in the tech marker is Cloud Computing. Salesforce is one of the technologies that is dominating among all the the cloud computing solutions. In this blog, I ( A Salesforce Consultant) will give a brief introduction of Salesforce and will answer few questions: Why Salesforce? What is Salesforce? What are the services offered by the Salesforce? Why Salesforce? 1.People who are using Salesforce say it’s unique for three major reasons: • Fast: If we talk about the legacy CRM system, it takes year to deploy. But Salesforce provides you a fastest path from Idea to App. You need not to think about the infrastructure but building your app. • Easy: In easy to use category Salesforce is the Boss. You need to spend more time on developing rather than figuring it out. • Effective: The ability of customizing Salesforce to meet your business needs, consumers find it very effective. 2. Salesforce is handy, it is there on cloud, a device and internet connection and your team is good to go. 3. As compared to other CRM’s, Salesforce is easy to integrate. You can integrate Salesforce to your Outlook as well as your accounting software. 4. Salesforce is highly scalable to your growth. 5. Salesforce is for all, even the startups and small businesses can use Salesforce. Salesforce is affordable considering its vast variety of services. What is Salesforce? I hope I have answered the above question well, why should we use Salesforce. Now it’s the time to discuss what is Salesforce? Salesforce.com is a company and Salesforce is a technology. Salesforce.com started as SAAS (Software as a Service) CRM Company. Along with various software solutions, now Salesforce.com provide a platform named Force.com for the developers for building and distributing custom software (PAAS). Salesforce is the technology which works on Multitenant Architecture, that describes multiple users can share the common access to the software instance. On Salesforce platform, software and infrastructure upgrade happen automatically. So your organization need not to worry about managing technology, rather focus on innovation. What are the Services offered by the Salesforce? The importance of Salesforce in Cloud Computing market cannot be understood completely, without knowing about the wide variety of products and services that Salesforce offer. Below are the cloud services that are offered by Salesforce: • Salesforce Sales Cloud • Salesforce Service Cloud • Salesforce Community Cloud • Salesforce Marketing Cloud • Salesforce Commerce Cloud • Salesforce Analytics Cloud • Salesforce App Cloud • Salesforce IOT Cloud I tried to touch the basic technical aspects of Salesforce in this article. We as an organization and Salesforce implementation partner provide Salesforce development services in all the major areas.