Salesforce Implementation

In any organization, the sales team plays a pivotal role in business success. The sales department is under tremendous pressure to capture quality leads, create lead pipelines, track opportunities, close deals quickly, and manage customer relationships. However, attaining all these is easier said than done. This is where the need for a robust software system that can effectively achieve the aforesaid effectively arises. Salesforce Sales Cloud Einstein can offer businesses with numerous features that every sales team can wish for while helping businesses stay competitive. The software solution is endowed with out-of-the-box AI capabilities that relieve sales reps of cumbersome and time-consuming tasks, allowing them to focus on core business activities. To make the most of this predictive analytic tool, it’s crucial to get in touch with a certified and experienced Salesforce consulting partner. What is Salesforce Sales Cloud Einstein? Salesforce Einstein Sales Cloud is an AI module that drives precise lead scoring and powerful pipeline management. This sales engagement platform helps identify qualified leads, convert opportunities, and retain customers with ease while improving stakeholder relations. The platform helps in analyzing the data and provides proper insight to close deals. Based on the sales data, Einstein suggests actionable insights to close more deals. The platform offers some unique features that are designed to help sales reps involved in different stages: Lead Scoring: Though the contact details and other sales activities are automated, sales reps have to indulge in managing leads.  To track all the leads efficiently, automation is mandatory. With Einstein lead scoring, it is possible to apply the power of AI to analyze the power of lead conversions and figuring the right patterns in those conversions. Since Sales cloud, Einstein comprehends your opportunity data, it easily analyzes and understands patterns as soon as it is turned Einstein Opportunity Scoring: It becomes convenient to manage, track and follow up with leads and turn them into opportunities after leveraging Einstein Lead Scoring. However, Sales reps have to deal with another challenge i.e. closing deals even with organized lead data. Einstein opportunity takes note of opportunity scoring and other details to create a predictive model to provide a score for each opportunity. Einstein Opportunity Insights: This feature uses sentiment analysis and machine learning to close more deals. It provides quick analysis, anticipation, and follow-ups on various opportunities to help sales reps plan their next steps. Once the sales reps manage to close a deal, you can use Einstein insights and forecasting to manage your customers.  Einstein Activity Capture: Sales reps spend a lot of time categorizing Sales activities and contact data. this task is automated by Einstein, which saves a lot of time. By connecting their calendar and email to Salesforce their activities are added to the concerned Salesforce records automatically. Einstein Activity Capture also empowers your reps to view which activities are added to Salesforce and the people who can see them. They can also update those controls either from Salesforce or inbox at any time. Benefits of Salesforce Sales Einstein: Besides the aforementioned features, the predictive analysis tool allows organizations across the globe to scale besides offering several benefits: Collaborative Selling: Sales reps can easily figure out if an opportunity would match or exceed the size of the deal quota as the platform allows sales reps to analyze opportunities in real-time while sharing insights on the deals that are likely to close. Insight into the Pain Points of Customers: Organizations can leverage this platform to predict the behavior and actions of their customers. This insight can be useful in predicting the number of contacts that might be required for cross-selling. Email Alerts: With Einstein, Sales reps can receive reminders that are tailored based on their priorities. This feature also helps sales reps track pipeline activity and search deals.  Increased Sales Meetings: This tool tracks the research required for every opportunity during the pipeline stage. This would help sales reps to focus more on client meetings and spend less time researching sales data allowing them to close more deals. Improved Sales Performance:  With this feature, organizations can create a culture of competition where high performers will be rewarded and underperformers will be provided with requisite training. Sales reps have access to dashboards for viewing sales reports and the data they need to measure success easily. Quick Wrap-up: Salesforce Sales Cloud Einstein is an AI-powered tool that provides sales reps with necessary guidance, automation, scoring, lead prioritizing, and forecasting for managing your leads, customers, and opportunities. Endowed with multiple features, this tool empowers sales reps to close more deals quickly while augmenting the productivity of your sales team. To know more about this tool, it’s important to partner with one of the best Salesforce consulting companies.

In today’s business landscape, a successful enterprise must adopt a system that seamlessly integrates all departments and their respective business processes to enable them to interact and collaborate effortlessly. This is where Salesforce has established itself as the market leader in the CRM space.  Salesforce CRM sometimes popularly referred to as the Customer 360 platform, is a user-friendly solution with virtually limitless flexibility that connects teams across departments in an organization and drives growth. As a result, companies that use Salesforce see improvements in growth and efficiency. But to get the most out of what Salesforce CRM has to you need professional expertise. While most of the Salesforce products are centred around sales and customer service, Salesforce can be used for almost anything. And while the key Salesforce functions haven’t changed much – consultant, administrator, architect and developer, the specializations required based on the unique business needs of an organization have become quite apparent. One needs to have specialization on some of the key aspects of Salesforce to make the implementation count. Consultants don’t just bring in the necessary skills and experience for implementing the CRM platform. They also add significant value in being able to understand the customer. Not only in terms of business processes within the organization but also outside of that realm, such as the people who drive those processes. And they are an intrinsic part of the customer’s growth journey onwards of implementation. While businesses can provide the Salesforce implementation team with data and insight, certain things can only be understood by a specialist. This is where the Salesforce consultant role becomes important. They are trained with skills like attention to detail, analytical thinking and problem-solving along with hands on expertise on the platform. Why Is Salesforce so Popular? Salesforce upgrades its product offering three times a year. Which means every year they add new features and functionality to help existing and new business innovate rapidly. Salesforce is founded on a Customer-360 vision and promotes a collaborative work culture that brings people together and promotes productivity. The Salesforce online community provides help and support to the entire developer community to solve any business challenge The Salesforce platform has virtually limitless flexibility and businesses can create any number and kind of custom apps and integrations to support their business Salesforce allows you to automate routine business processes which frees up employee time to focus on core tasks. Salesforce is powered by an advanced AI engine which delivers qualified analytics on Key Performance Indicators (KPIs) of your business. Here's where Salesforce Consultants add value across various phases As Part of an Implementation Team CRM implementation is a time-consuming effort and requires coordinated team effort. It would be a wise decision for a business to hire a specialist with extensive experience in Salesforce implementation since the Salesforce platform is complex and offers virtually limitless customization possibilities. Consequently, Salesforce consultants are in high demand across businesses that need the Salesforce CRM implementation. Here are the phases that require the services of a Salesforce Consultant: The Pre-Implementation Phase Before preparing a draft of the Salesforce implementation plan, a Salesforce consultant needs valuable insight from within the company. Information on the type and number of employees, the working structure of the company, regular business processes and workflows, are all important to understand how the organization works and what are its vital parts. The consultant needs to work closely with the business leaders within the organization to understand goals and expectations and current challenges and workflow bottlenecks During the Implementation Consultants play a vital role during the implementation phase as well. They are the link between the technical team – architects, administrators and developers who install and configure the platform and build and deploy custom apps, and the company. Their role is to maintain good communication between the two groups and ensure everything is well captured. After the Implementation The implementation is not over until the customer starts seeing results. After all, the technical implementation is just side of it. Once the technical tasks are completed, the implementation team also needs to train the users on the platform. Typically, this is another key responsibility area of a Salesforce consultant. It requires good communication skills, teamwork and leadership skills. Businesses are evolving continuously. And the software that they use needs to keep pace with it. Businesses need to add and upgrade their apps and workflows on an ongoing basis to stay ahead of the curve. If you are already using Salesforce in your organization, the presence of a Salesforce Consultant will help you to upgrade rapidly by building and deploying apps in an agile framework. And do to that you need a strong team of specialists. Moreover, just like every other complex platform, Salesforce also requires maintenance time to time. This is another key responsibility area of a consultant. As part of the organization Salesforce consultants also work in organizations that don’t do implementation for others. They just have enough in house needs. These are regular businesses that use the Salesforce platform and a small team of consultants to oversee the implementation, upgrades and maintenance activities. In this context, a Salesforce Consultant’s function is to make sure system performs perfectly and the users are able to use it easily. On top of that, they also discover methods to further enhance the customer experience through the use of the platform and make sure teams continue to communicate with each other. Shortage of Salesforce Professionals Currently, there just aren’t enough people trained in Salesforce to meet growing demands of this ecosystem. One of the key reasons is that Salesforce isn’t your run-of-the-mill software. It’s a specialised and complex product and unless you're a service provider or you are a part of an organization that uses Salesforce, it’s unlikely that you know much about it. Many of the Fortune 100 companies use Salesforce. IDC published an article in October 2017 saying that over 3 million jobs are expected to be there in the Salesforce ecosystem by end of 2022 through its network of partners. Salesforce has been growing at a brisk pace year on year, and so are their customers, consequently driving up the demand for Salesforce professionals to support that growth. And the skills one acquires as a Salesforce professional are highly transferable in case one wants to switch over to another industry. Developing Salesforce Skills Irrespective of your available budget, there are multiple options available to help one get familiar with Salesforce and develop skills in a certain are: Developer organisations— Sign up immediately for a free developer licence and start practising Trailhead, which is a Salesforce powered only community where one can get hands-on exposure to Salesforce and learn the technical and business skills one needs to succeed from anywhere for free. Girikon is a dedicated Gold Certified Salesforce Partner. Our relentless focus on understanding the unique needs of our customers combined with our rich expertise and experience on the Salesforce platform allows us to deliver value driven solutions to our clients. Contact us today to know more.

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

Companies of all sizes are transforming the way they do business digitally with innovation in technology, in an attempt to engage customers in a new way. Enterprises are adopting a go-digital first approach with best in class out of the box software. Salesforce CRM happens to be one of them. Educating yourself about Salesforce is one thing. Understanding which products, applications best suit your unique business needs is another matter. Which is why almost most Salesforce customers turn to Salesforce experts to seamlessly enter the Salesforce eco-system. These experts are called Salesforce Implementation Partners. Over the last decade, Salesforce has nurtured a vast network of it’s implementation partners across the globe that help businesses achieve their business goals. Here's a look at some of the typical questions early adopters have about working with a Salesforce implementation partner. What is an implementation partner? To put it simply, an implementation partner is an firm that has been vetted and approved by Salesforce to implement their solutions for businesses on their behalf. Every implementation partner specialises in certain areas of technology, industry, or application. Which means, there are Salesforce implementation partners to address every need, business, industry and product. Why engage an implementation partner? Salesforce CRM solutions cover the complete spectrum of business operations. These include but are not limited to sales, marketing, service etc. Each product can be further expanded by third party add-on applications and cross-platform integrations. To put it in a nutshell, the Salesforce ecosystem has endless capabilities. The challenge is of aplenty – to select the right product with the features and functionality that best suit your needs. A larger organization may already work with multiple technology-based solutions because of larger budgets and diversity in lines of business. They may need guidance in understanding how a particular Salesforce product, say, Sales Cloud, can seamlessly integrate with their existing systems without causing any conflict. A smaller company on the other hand may be scaling up rapidly and will quickly realise that continuing to work with spreadsheets will not support their growth objectives. They would soon realize that they would need to automate some of their processes, and/or develop more personalised and engaging customer experiences. Implementing a CRM solution for the first time can feel intimidating. It is almost impossible for your internal teams or staff with no prior experience with Salesforce to consider all the variables involved in an implementation and also be able to implement a new instance of a highly configurable CRM platform. Hiring full-time resources to embark on the implementation process can also prove be an expensive option. These are some of the operational reasons that most of the Salesforce customers depend on Salesforce Implementation experts. Bringing in a partner late in the game may prove to be detrimental to your growth plans. For you to derive maximum benefit of such a powerful and configurable platform requires close collaboration not just internally, but also with your implementation partner.  The best way to do the implementation is when the journey begins together. When is the right time to hire an implementation partner? As early as possible. As is true with any big investment, first you need to do your due diligence. Understand what needs should be met, gaps to close, or issues that need to be addressed. Establish a vision of what you want to achieve with the Salesforce implementation. Next, determine how would you execute your vision with Salesforce, which is where the partner comes in. As soon as you estabish your goals, it’s time to bring in a partner. The right Salesforce implementation partner won’t just expedite the how, but they will also help you to sharpen your vision. They’ll help you get a clearer understanding of success metrics, establish realistic goals, and provide guidance on appropriate products. Finally, they’ll chalk out a sound project timeline for your entire implementation journey. Meet with multiple prospective partners. Assess them on key parameters like industry experience, certified consultants, years in business, reviews, number of successful implementations, their post-implementation training and support strategy. Get a sense of who they are and how they work. This is a crucial relationship for your business, so don’t compromise. How do I know which is the right partner for me? Some Salesforce Implementation Partners have generalised Salesforce capabilities. And some would specialise in particular areas or functions of the Salesforce platform. Some might specialise in Sales Cloud and Financial Services Cloud. Others might have expertise in harnessing the combined powers of Marketing Cloud and Einstein. Here are some pointers to guide you on what to look for in a Salesforce Implementation Partner: Industry expertise Does the Salesforce partner have experience working in the same industry as yours for other customers? Can they offer customer testimonials or case studies from similar projects? Salesforce expertise Does the partner have enough experience with the specific Salesforce solution that you wish to implement? Technical expertise Does the partner have the necessary technical capabilities to implement your Salesforce solution through customization, third party app integration or integration with other business systems within your organization? Proven Methodology Does the partner have a proven process methodology for Salesforce implementation and training? Do they implement using an Agile framework evolving with every iteration using a collaborative approach? Ongoing support What level and type of support are they providing to their existing customers? Do they provide 24/7 support? Pricing and Budgets What is their pricing model? What is the average size of the projects they have executed? Do they fit into your long-term budget? What a Salesforce Implementation Partner Does? Here are some of the things your Salesforce Implementation Partner will do as a part of their overall implementation: Work with you closely to establish your long-term and short-term goals for your implementation Document your existing business practices and make a detailed note of your specific requirements Assess your existing systems and business operations and recommend any changes that may help you to achieve your goals and improve the efficiency of your workflows Work closely with key stakeholders, adopting a collaborative approach to integrate Salesforce with your existing systems Train your teams on the new platform Salesforce implementation partners have extensive experience on the Salesforce platform across industries solving unique challenges in varied business environments. They know what it takes to execute and deliver a successful Salesforce implementation. A qualified partner can help you to avoid common pitfalls and get you up and running quickly. What challenges might I encounter during implementation? Salesforce has been around for decades now and it’s a known fact that bringing in a partner early in the game mitigates may of the implementation risks and challenges that may emerge along the way. What is also important is to be clear on what you want to achieve over time and how you measure success over that journey. Most often, confusion or dissatisfaction arises from a lack of understanding on part of the customer on clear goals and measurable metrics. If both you and your partner are not on the same page, its opens doors for unnecessary assumptions, and confusion and misunderstandings on timelines and system features can arise. This only complicates the process of achieving objectives and reaching success benchmarks that your set out with. Salesforce implementation is an expensive roll out and it’s a two-way street. Both you and your partner need to be transparent and work in close collaboration to make it a success. Never hesitate to ask the same questions. The Salesforce implementation process can be highly technical and it is only natural to seek precise clarification. Just as you place your customers at the center of your business, partners place you at the center of theirs. They measure their success by your satisfaction levels. Customer success translates to partner success. As it true with any successful relationship in life, this implementation partnership too thrives on open, honest communication from day one. Girikon is a Gold Certified Salesforce Consulting Partner that provides expert guidance and support throughout the client’s growth journey. Get in touch with one of our experts today to know more about how we can help you. Questions? Our reps have answers. CONTACT AN EXPERT

If delivering personalized experiences to your customers at every touchpoint is a priority, leveraging Salesforce Marketing Cloud makes sense. Organizations can leverage this omnichannel marketing platform to plan, personalize, and optimize their marketing campaigns to make their workflows effective and efficient. However, to tap into the complete potential of the Salesforce marketing cloud, it’s essential to ensure its’ successful implementation. Reaching out to a certified and experienced Salesforce Consultant can be advantageous. It’s essential to take note of the following best practices to ensure the strategic and successful implementation of Salesforce Marketing Cloud: Determine a Starting Point: Salesforce Marketing Cloud is made up of multiple tools. However, it isn’t easy to implement them instantly and leverage their benefits. So, it is essential to set your business priorities, customer needs and processes while determining a starting point and then figuring out which tool to start with. Gather the Right Team: It is essential to bring the right people aboard to ensure the successful implementation of the marketing cloud. It is vital to have people who can represent your business and associates with strong technical acumen in your team. It is also crucial to identify sponsors and stakeholders who will be involved in the implementation process.  Establish a Clear Goal: Once you have determined the starting point and have brought the right team in place, it’s time to define a clear goal using Marketing Cloud for your first project. Choosing a measurable goal is suggested related to business objectives to exhibit greater return on investment. Define Your Audience: Once you have set your goals, it’s time to define your audience and then after your plan has been established, clarify your audience (both from business and technical perspectives) and then resolve any discrepancies in your CRM. Recognize and gather data required to run a campaign for your target audience. Map the customer journey: Make sure you factor in all the channels and touchpoints to evaluate the existing state of your customer’s journey. Also, ensure to identify the significant challenges and recreate their journey to make the most of the marketing cloud product you are leveraging.  Communicate Effectively: Effective communication is a significant aspect of managing change, creating liability and transparency. It’s essential to develop a plan for stakeholders and sponsors to communicate your adoption of the marketing cloud. To keep making progress, make sure to raise performance, increase learning, and remove roadblocks. Move Ahead with Urgency: Don’t allow anything to hinder your adoption of Marketing Cloud. Make sure you move toward the launch date with urgency by imbibing flexibility within your team’s culture. Take Time to Review: Finally, take some time out to retrospect what worked in your favor and what didn’t and all this from a team and client perspective. Rejoicing success and collecting feedback is critical to improving your cloud practice over time. Final Words: It takes time and patience to get started with Salesforce Marketing Cloud. Every participant part of the implementation process should have a strategic mindset to work through the lengthy implementation process. Once done successfully, the results are attained in saved time, streamlined workflows, and augmented productivity. It is essential to seek Salesforce support from a reliable implementation partner to ensure successful implementation.

Salesforce Financial Services Cloud lets Bankers, Insurers and Advisors build trust by unifying the customer experience to grow their business and deepen customer engagement. Financial services managers can accelerate digital transformation by delivering a personalised service that customers expect. Get a single view of each customer’s activity across channels, geographies, and lines of business, both consumer and commercial. Now everyone across your financial institution, can visualize customer relationships and associated key information in one place, to drive trusted customer interactions. Provide your customers with a consistent and engaging experience across channels. Salesforce Financial Service Cloud makes it easy for your customers to connect with you from anywhere at any time with customizable communities. It allows you to manage goals, cases, policies, and documents in a unified platform to create a single source of truth for your customers. By identifying live events and areas of opportunity to drive contextual action for investments, lending, mortgage, and insurance right out of the box, the Customer360 platform empowers you to build trusted customer relationships for your financial institution.   Deliver experiences that drive client loyalty.   Scale-up your business. Deliver personalized advice from any time, anywhere with smart customer insights and engagement tools. Delight clients at opportune moments by collaborating with them on their financial goals.   Benefit from greater and clearer visibility into existing household opportunities and get a holistic view of all financial assets. Track referrals from Centers of Influence, and transform your client base into a potent referral network. Work smarter and maximize work efficiency   Manage compliance with confidence. Instantly access all of your client data at one central location. Free up time spent on routine administrative tasks and invest more time in fostering client relationships. With a device-friendly custom app, advisors can maximize every hour on the go.   Drive collaboration across the entire organization. Get secure access to client and household profiles and manage compliance. And get instant visibility on client interactions and information shared with them.  Let’s look at some of the core benefits delivered by Salesforce Experience Cloud: Lead Tracking Financial Services Cloud allows you to keep a close watch over leads and referrals. It comes with productivity-enhancing tools and integrated apps that help your teams keep track of all opportunities from generation to conversion. Activity Tracking Financial Services Cloud eliminates communication gaps amongst team members. It automates critical tasks to meet the specific goals which can be auto-assigned to appropriate team members based on their profile. As a business owner, it will give you a bird's eye view of progress. Advisor Analytics Salesforce Financial Services Cloud is powered with the Lighting Dashboard that is designed to assist financial advisors to make smart and informed decisions for their clients, driving growth. Users can effortlessly customize their dashboards to deliver relevant snapshots for assisted decision-making. Unified Data Model With Financial Services Cloud, financial advisors can effortlessly manage their customer's data model, household models, individual data model account, or personal account data model, all on a single unified platform. Turbocharge Customer Care One of the most powerful benefits of Salesforce Experience Cloud is its intuitive customer care. Customers always expect more, including advice, prompt query resolution, open communication, and more. Salesforce Financial Services Cloud allows companies to meet all these expectations. Experience Cloud keeps a track of all of the customer's activities, visualizes customer relationships, streamlines coordination among stakeholders, and delivers complete transparency. Enhance Engagement Salesforce Experience Cloud enriches the engagement amongst all business cycle constituents – customers, advisors, partners, employees. It unlocks new opportunities and augments the whole digital experience. By leveraging the power of AI, Salesforce Experience Cloud delivers reliable and trustworthy analytics, empowering companies to make swift, informed, intelligent decisions. Conclusion Salesforce Financial Services Cloud is a powerful tool for wealth managers, bankers, insurance advisors, and business and IT executives. It empowers them to make faster and smarter decisions thereby driving up productivity. In simple terms, it allows you to stay ahead of the curve. So if you are in the business of financial services, and want to turbocharge your productivity and growth, talk to a Salesforce Consultant today and begin your new journey. Questions? Our reps have answers. CONTACT AN EXPERT

Every customer is unique. And they are demanding too! In general, customers like to know if the experience they are going to have is personalized for them or not. In fact, in a survey conducted by Salesforce across customers, it was found that 86% of them admitted that personalization played a role in their purchasing decisions. But customers aren’t the only ones who prefer customization. Businesses around the world are equally uninterested in consuming products and services that are designed for mass consumption.  They want something that fits seamlessly with their unique processes and is flexible, intuitive, and effective. Salesforce does all this and more. The World’s No1 CRM Platform was designed specifically for configuration and customization. It comes with a plethora of unique features, tools, and resources enabling businesses to create custom apps that are aligned with their business goals and objectives. However, unlocking its true power requires a deep understanding of its customizable nature across different industries. And this is exactly where a competent Salesforce Implementation Partner comes in. With the right Salesforce Consultant and a methodically executed implementation plan, you can send the productivity of your teams into overdrive and unlock the real value of your business. If you can’t trust a CRM platform to meet your unique business needs, then it’s likely you won’t get much use out of it. Salesforce features a totally open eco-system, which means you can extend Salesforce to accomplish any task, with apps for every business need. CRM + UX: The ultimate customer experience Customers aren’t just demanding vanilla products and services anymore; they are seeking an enriching experience. They are demanding convenience and deeper engagement throughout the business lifecycle. With exponential growth in technology-related products, tools, and services, coupled with today’s dynamic and unpredictable context, it is imperative for businesses to live up to these demands and offer their customers the ultimate experience. How your business delivers products and services to your customers is as important as what you deliver.  Salesforce provides you with that elusive combination of power, flexibility, and tools at your fingertips to effortlessly execute code-less customization to suit your needs. So how does one go about customizing Salesforce to align with your business goals? Identify opportunities and bridge gaps An important step before the Salesforce implementation begins is to conduct a thorough assessment of current business processes and identify inadequacies and redundancies. Focus on processes that are a drain on your resources. Identifying gaps and shortcomings early is critical to a successful implementation. This is where the role of a Salesforce Consultant becomes so important. Discuss with your Salesforce Implementation Partner and answer some key questions like -How do you customize Salesforce to enhance adoption? How do you maximize your ROI? How do you reduce the learning curve? Discuss with your Salesforce Implementation Partner to understand which features are most helpful to address these gaps. Add additional functionality into your implementation by using custom codes or extended features, that is more end-user-focused and aligned with your overall goals and objectives. Look beyond standard Salesforce functionality. Customize! It’s a certain way to drive adoption. Businesses must understand that a successful Salesforce implementation is a result of team effort as well as collaboration across departments and stakeholders. The implementation plan needs to be communicated to all concerned teams and all stakeholders need to buy into this new process of doing business. Focus on usability Salesforce has countless features and options, and this can be a deterrent to early adopters. Work with your Salesforce Consultant to configure the software in a way so as to present relevant data and components to optimize your business workflows. Salesforce Lightning (discussed later) can be used for enhancing productivity and drive adoption rates. Automate Automate repetitive tasks. By customizing templates, standardizing workflows, and automating repetitive tasks, you can significantly improve adoption rates. Businesses can now automate faster using something called Flows. You can download configurable prebuilt processes with flow templates and use the flow builder to integrate stand-alone building blocks. Leverage AppExchange Salesforce AppExchange is a great place to find relevant tools and plugins to get you off the blocks quickly. AppExchange is a unified ecosystem that is used for creating and running all of the personalized applications that an organization might need. Whether you are a new user or an existing one, you can discover free, customizable, customer-recommended solutions built by Salesforce developers to help you address common business issues.  Whether it is tracking employee progress, oversight of projects, streamlining repetitive tasks, fast-tracking automation, or kick-starting app building, chances are that you will find a solution to your problem on AppExchange. You can effortlessly customize these tools with an intuitive drag and drop interface and get going. Although it is possible for businesses to build and run their own apps without the Salesforce platform, AppExchange has certain inherent advantages over other potential options: Intuitive interface. You may have a clear understanding of what you want apps to deliver for you. However, on most occasions, knowledge transfer of your goals and vision can create gaps in understanding between your developers and you. Leading to ineffective creation of apps. AppExchange features an intuitive and easy-to-master interface, so that your teams can build and deploy precise apps. This means more effective systems, and as a result, more productivity Short development times. AppExchange provides users with effortless, drag-and-drop elements empowering users to quickly create custom, business-centric apps, potentially in a matter of hours. Multiple development tools. Organizations are no more restricted to a limited choice of development tools. Salesforce brings together three powerful development tools — Force.com, Heroku Enterprise, and Lightning — empowering app developers with the flexibility to choose what they want in order to get the job done. Prebuilt apps. Why re-invent the wheel? It’s likely that what you are seeking to deploy is already there on the AppExchange. You can discover thousands of existing third-party apps in the world’s largest enterprise app marketplace. Customize as you want and deploy in an agile framework. Limitless possibilities. AppExchange is the solution across departmental needs – Marketing, HR, IT, finance, operations, and more. Businesses can build and deploy apps that can scale across a limitless number of devices and users. Scalable Meta Data Driven Platform As your business grows, your CRM needs to adapt right along with it. By using a single code base, Salesforce makes it possible for customers to customize and scale their CRM solutions with tools that work on the meta data layer. Whatever the need, Salesforce provides customizable, configurable solutions, and does so effectively, quickly, and with minimum effort. Conclusion Salesforce is committed to providing businesses of all sizes with the tools they need to empower themselves. Of the many advantages offered by the World’s No 1 CRM platform, perhaps the most valuable are comprehensive solutions, high security standards, customizability, innovation-centric design, and specifically designed apps that allow usability with limitless possibilities. With an ROI on par with the best in the industry, there’s no reason not to give it a try. Looking for Pricing? Contact our reps to discuss your needs today. CONTACT AN EXPERT