SalesForce

In today’s competitive business era, data is the pivot on which the business world balances. With the human race generating humongous data of around 2.5 exabytes every day, forward-looking businesses are investing in processing, cleaning, and analyzing these vast stores of data to draw meaningful insights, which they can leverage to make informed decisions and better understand their customers. In fact, companies that adopt data-driven strategies enjoy higher productivity and profits than their counterparts. According to a report shared by IDC, revenue generated from big data and business analytics is expected to increase from $130.1 billion in 2016 to $203 billion through 2020. Since, sales continue to be one of the most important functions of any business entity, sales reps should be empowered to connect with their customers in a better way. Salesforce Einstein Analytics – an AI-powered tool can be leveraged by organizations to automate their time-consuming admin activities to make time for other important activities. With AI-informed insights and automation, the Sales team can streamline every aspect of their sales cycle. Here’s how Salesforce Einstein can be leveraged by organizations to improve sales performance: Prioritize Leads: By introducing AI-powered Einstein analytics to your sales team, organizations can empower their sales team to sort and prioritize incoming leads. The AI-powered sales tool helps in analyzing historical data to disclose the best kind of leads for their business, which further helps sales reps to focus on leads that are most likely to convert. The patterns identified by this sophisticated tool are more focused than the traditional criteria that are based on intuition. Consequently, sales productivity increases as more leads are converted in less time. Recognize Opportunity Health: Sales reps are bogged down with the pressure to handle multiple opportunities concurrently. With a robust AI-powered tool i.e Salesforce Einstein in place, sales reps can distinguish between opportunities that require attention and those that are doing well and moving towards a successful conclusion. This leads to high sales productivity within a short time frame. Search for Strategic Contacts: Sales reps understand the significance of a sincere and heartfelt introduction to key contacts and its significance in building a rewarding and long-term relationship. The robust Einstein tool can help find contacts that have a prior relationship with key contacts and provides sales reps the benefit of knowing the contact before the formal introduction is made.   Accurate Forecasting: The forecasting ability of this AI-powered data analysis tool help decodes the trends existing in the sales cycle right down to every sales rep. The predictive capabilities of the tool help organizations to plan accordingly for the approaching sales quarter and prioritize sales deals to maximize winning chances.  In a Nutshell: These are some of the many ways how Salesforce Einstein analytics can help organizations build a high-performing sales team and empowering sales reps to excel at their work. Adopting Salesforce Einstein analytics can help organizations to boost customer loyalty while building a long-term relationship with them. Organizations should consider partnering with one of the most reputed Salesforce consultants to avail outstanding consultation and implementation services.   

The global insurance sector is undergoing a dynamic change due to digital transformation. This digital disruption has forced insurance providers to either make significant changes to their business models or face the risk of being ruined. However, insurers, especially traditional insurers may find themselves at a competitive disadvantage owing to their age-old business models, as well as hefty investments made in infrastructure. In fact any change to their business model might be extremely difficult for some insurers as it may cannibalize their existing business. To create efficiencies leading to higher profitability or a competitive position, insurers are leveraging innovative technology solutions that too without making significant changes to their business models. Insurance regulators are indeed viewing technology as an enabling solution that can help them better realize their mission of warranting a competitive and sustainable insurance market. Today, insurance providers are doing away with traditional customer servicing methods and are opting for robust insurance CRM software that has helped them manage everything from a single place. Let’s take a quick look as to how a robust CRM like Salesforce drives positive growth for businesses that are a part of the insurance sector: Personalized Services: CRM software provides users a great way of increasing the understanding of existing and potential customers. This enables them to provide personalized services according to the unique requirement of every client. Financial service cloud by Salesforce paves way for marketing automation, which enables brokers to nurture leads and then turning them into customers while connecting with customers at the right time, and with the right product advice. Salesforce CRM software for insurance also helps in delivering personalized services to the policyholders. To implement Salesforce insurance CRM software within their business ecosystem, insurance organizations should consider partnering with an experienced Salesforce Implementation Partner. Improve Customer Loyalty: Offering superior customer service is a key way of improving customer loyalty. Insurance companies that have implemented robust cloud-based CRM get access to meaningful insights that are required for providing personalized sales, claims, and service-related interactions for a huge client base. Moreover, a cloud-powered solution can be integrated with different departments such as sales, marketing, etc., which allows staff and clients to connect irrespective of their location thereby paving way for a more integrated environment. Secure Repeat Business: A robust CRM can be leveraged to utilize multiple aspects of a business. This presents a cost-effective way of bringing people together, breaking data silos, providing a single view of customers. This allows insurance teams or brokers to sell (up-sell and cross-sell) more while making repeat sales to existing customers by keeping the need of each customer at the center of communication regarding sales, marketing, and support. Wrap Up: Salesforce CRM software for insurance provides insurance companies an opportunity to support their customers in a way that extends their journey with the organization rather than providing momentary service and support. With competition within the industry becoming fiercer, Salesforce CRM for the insurance sector can make organizations stand out of the crowd. Organizations looking forward to enhancing business efficiency and ROI by implementing Salesforce insurance CRM should should seek assistance from a reliable and certified Salesforce consultant.

As businesses face growth and expansion, so do their challenges to sustain and remain competitive. This requires them to leverage new technologies that can prepare them to deal with the ever evolving challenges, which usually legacy systems fail to resolve. Legacy systems are inefficient; fragile, obsolete, and difficult to integrate with new cloud and web-based services. Moreover, replacing them can be an extensive and expensive process. Consider a case in which you have a customers’ order history data in one legacy system and customers’ web interactions with the brand in a modern and robust CRM like Salesforce. Without the CRM’s integration with the legacy system, your business would lose out on valuable insights that could otherwise be achieved by merging the data and creating one single view for their customers. Another case would be in which a large-scale company has many subsidiaries and it does not want to migrate its business to a new Salesforce environment but wants the Account, Contacts, Leads, and Opportunity data to be synced in with their existing CRM environment for a detailed analysis using Einstein analytics. The problems stated above creates the need for a co-existing system in which the legacy system is still operational with the data being transferred simultaneously to the new system. This article throws light on new technology solution i.e MuleSoft integration. What is MuleSoft? MuleSoft provides exceptional business agility to companies by connecting applications, data, and devices, both on-premises and in the cloud with an API-led approach. Using MuleSoft’s anypoint Platform; companies can integrate their SOA infrastructure with their legacy systems. They can migrate their technology infrastructure to the public or private cloud and prioritize the adoption of SaaS applications, as well as other cloud technologies. As represented from the diagram MuleSoft helps in connecting any CRM or service portal to any Database or third-party application. It also can perform hybrid integration between legacy systems and cloud-based systems. How will we achieve this? In this article, we will be demonstrating a technique to integrate two Salesforce environments so as to sync the creation of each account record. For this, we will need 2 Salesforce orgs and MuleSoft’s Anypoint Platform. Step 1: Create 2 global configurations for the 2 Salesforce environments. For this, you will need the UserName, Password and the Security Token for your Salesforce. If you don’t know how to get the Security Token you can refer this Salesforce help article: https://help.salesforce.com/articleView?id=user_security_token.htm Repeat the step for the second environment. Step 2: Use the On New Object component from the Salesforce module in the flow component.  In the On New Object select the following fields: Connector Configuration: The source Salesforce connection i.e the legacy system. Object: Account Scheduling Strategy: Fixed Strategy Frequency: 10 (You can change it as per your business requirement) Time Unit: Millisecond Step 3: Use the Transform message component to map all the fields that you want to migrate from the Source org to the Target org. Step 4: Use the Create component from the Salesforce module. Select the Connector Configuration for the Target org. Add a Logger to check the account sync. Step 5: Open the Source Salesforce environment and create an Account.  The account will be synced to the Target org. Conclusion: We can say that traditional architectural approaches are centered on point-to-point integration that is unable to address concerns inherent to legacy system. Using MuleSoft’s Anypoint platform, Legacy systems can be integrated seamlessly and in an efficient manner. This will allow organizations depending on their legacy systems to adopt   more efficient technology solutions. In addition, organizations can lower their costs by reducing dependency on legacy system while eliminate the need to re-develop complicated legacy system interfaces.  About Girikon – As a reputed provider of reliable IT services, Girikon offers a wide array of services including Salesforce implementation, Salesforce consulting and Salesforce support.

In today’s digital era, online shopping has become the norm. In fact, the past few years have seen an exponential rise in the number of consumers opting for online shopping rather than shopping from brick and mortar outlets. This shift in consumer buying behavior can be attributed to the advancement in technology, as well as easy and secure payment methods.   As consumers are cognizing the benefits of digitization, the trend for E-commerce or online shopping has eventually caught pace. So much so that merchants who fail to mark an online business presence run the risk of either being left out or trail behind. While online platforms have proved to be beneficial for both customers, as well as marketers, marketers struggle to deal with challenges such as generating traffic, capturing potential leads, retaining existing customers and more. What is Salesforce Commerce Cloud? Salesforce Commerce Cloud is a part of the Salesforce CRM platform that helps marketers to provide a superior experience to their customers across all channels as it offers solutions for marketing, customer service, and more.  The Salesforce Einstein powered platform due to its AI capability has helped marketers sustain market competition by helping them understand the buying behavior, preferences, search pattern, and engaging experience across all channels. Benefits of Salesforce Commerce Cloud Predictive intelligence platform with in-built Salesforce Einstein does away the need for spending time and money on searching a compatible Analytics platform for your e-commerce platform. Some of the  key benefits of having Salesforce Einstein integrated include the following:  It suggests the most relevant products to customers by decoding their search and search pattern. For every user, it has a separate/unique suggestion based on their search patterns. It helps in identifying upselling and reselling opportunities. It provides data-driven real-time insights of each customer. Increase footfall It helps at every stage in the sales process. It helps in boosting up the traffic by improving the page rank, faster SEO page optimization, build traffic with the help of its inbuilt mechanisms. It eventually helps organizations generate more revenue and save the extra bucks. Single Channel  It has helped merchants manage their orders, inventory, marketing, sales, etc. all on the same platform. Earlier merchants used to use separate tools to manage Orders, Inventory, Marketing, Sales, etc. Now, these can be managed on a single platform. This has helped merchants save money and increase revenue significantly. Mobile Experience These days most of the customers prefer to do shopping over mobiles and tablets rather than via computers and laptops, which allows them to shop while on the go. Salesforce Commerce Cloud is mobile-friendly, and it allows merchants and customers to buy, sell, and manage through their mobile phones. Enhance Marketing With the help of Salesforce Commerce Cloud, merchants are able to do marketing like never before. They are not just able to pitch the right products to customers but they are able to pitch them at the right price and at the right time. It even enables merchants to customize the search query for their products based on the customer intent search which will eventually make their product more visible. It even helps merchants manage sales campaigns, email marketing, etc. at the same place.  Customer Support It provides 24/7 support to merchants and customers alike. It keeps on providing patches, new features, and security upgrades that make it more reliable and future-ready. Conclusion Considering the different aspects like marketing, inventory, campaigns, revenue, etc. it manages, it won’t be wrong to say that it is one of the most impactful software’s present out there for any business. It does not just help merchants to identify the requirement of the customers but even help them identify the right audience for their different products. It even helps merchants to set future goals with the help of its predictive analytics. It is a one-stop solution for merchants to increase their reach from a few hundred people to millions of people all across the globe. About Girikon Girikon is a reputed provider of a wide array of Salesforce consulting, Salesforce implementation, and Salesforce support services. As a Salesforce consulting partner, Girikon strives to offer high-end services to its global clientele.  

Every year Salesforce makes three new releases at regular intervals i.e. the summer, winter, and spring. This year, Salesforce summer release which was scheduled to be released in the month of May 2020 got delayed due to the on-going COVID-19 pandemic and has now been released in June. In this article, we will take a look at some of the standard new features offered by the new release. To know more about the releases, it’s prudent to partner with a reliable Salesforce consultant. Trigger a Flow for Performing Actions: Every time a record is created or updated, the trigger of a Flow that can perform actions for e.g. sending an email after the changes are made to the database. The record-changed flows can be used to make before-save updates and after-save actions. You can replace processes and also make changes in the processes that were created in the process builder Run Flows that Evade User Permission: This feature allows guest users to produce or edit records that they don’t have access to by fixing your flow to run without sharing. Within such a setting, the flows running ignore the field and object-level security, default settings, rule sharing, teams, manual sharing, and territories. Properly Manage Community Pages: With an improved community page Menu, navigating to and editing your pages becomes easier. To see the folder where a page resides, it’s important to search for that page and select it from the search results. Work Item Status for Determining Agent Capacity: This feature helps in determining agent capacity more accurately basis the status of work accepted rather than earlier methods of using open tabs. The tasks allocated to agents continue to remain assigned and reflected even when they are unavailable until the time the task is reassigned or completed. Debug faster and more Flows: The need for manually reverting changes made to the database when you debug an auto-launched flow is now no longer required. You can save yourself the trouble by using the rollback mode in Flow Builder. The debug option in Flow Builder can be used as it includes the Lookup screen component allowing you to set record variables easily.  Conclusion: These are a few of the many Summer 20 release features. If you too are looking to implement any of the summer ’20 Release features, you must consider partnering with a Salesforce implementation partner with extensive knowledge, in-depth experience, and proven results in achieving customer success.    

For almost 2 decades Salesforce users were using pre-built reports and dashboards to have a quick look at their data. But with time, data has increased exponentially and it has become quite difficult to manually look for the required data. Due to this very reason, Salesforce has launched Einstein Analytics, a platform that solves the challenge of gathering the required data at one place to answer key queries related to organization sales. What is Salesforce Einstein? Salesforce Einstein is Artificial Intelligence integrated into the Salesforce Platform which allows organizations to automate the reports, identify the needs within the workflows, and even the effectiveness of each sales team within the organization. It has transformed the way organizations used to analyze their data. Organizations can now track their KPI’s, annual reports, sales pipeline, etc. seamlessly by eliminating the dependence on mathematical models and algorithms. Salesforce Einstein’s artificial intelligence stage takes sales/revenue forecasting to the next level by providing new useful real-time insights depending on the real-time data coming in the system. It progressively adjusts itself to modifications and new information. It assures if there is any unexpected change in the market then it can rapidly change its forecast and predict according to the new requirements. Salesforce Einstein AI Impact on Business Sales Salesforce Einstein offers various features to provide a better insight into the sales. It has features like Activity Capture which automatically captures the data from various sources like emails, call logs and, salesforce chats and saves sales reps time from manual data entry. It even recommends good quality leads and opportunities to sales reps who can nurture them. Marketing For the marketing folks. it is a clear winner as it helps them with forecasting customer engagement, tracking social media engagement, launching email campaigns, etc. It even helps in transforming the organization image by suggesting suitable content. Customer Experience Salesforce Einstein has capabilities of enhancing customer experience by automatically extracting customer’s information and providing real-time insights about the customer like their pain points, requirements, etc. By having all the necessary information sales reps can nurture customers in the right direction. Commerce AI powered Salesforce Einstein guides organizations to sell the right products, provide special offers to customers at the right price and at the right time. This even helps organizations in selling and upselling services and products to the customers by tracking their previous purchase history. Key Features of Salesforce Einstein Voice Commands This feature enables you to perform various functions with a voice command. It does not just listen it even answers back in the same way. You can set-up meetings, get news updates of prospects, view dashboards, etc. by using the voice commands. Natural Language Processing (NLP) This feature enables Salesforce to understand what the users are trying to say in their emails and messages. It spots the keywords present in customer’s/prospects messages and suggests response accordingly. This reduces the time of reply, and customers/prospects will be addressed quickly. Action Oriented It automatically takes actions on things that sales reps might not have asked for like scheduling a follow-up call or a follow-up meeting with the customers. It self-analyses the meeting notes and takes appropriate actions that save a lot of sales reps time. Scoring With Einstein Lead and Opportunity scoring, it looks into the insights of leads and opportunity, and based on the available information it scores the leads and opportunities. By looking at the score, sales reps can pick up those leads with a higher score to nurture first. Salesforce Einstein AI Benefits for Organizations Sales Pipeline Management One of the most important and useful advantages of Salesforce Einstein AI is its ability to keep on modifying/updating the pipeline on a real-time basis. It helps in evaluating trends in opportunities and provides a list of opportunities that can be closed with ease and those which require attention. By using it, organizations can focus on the right opportunities. Account Insights With Einstein Account tool, organizations can get the latest news related to financial results, mergers, and acquisitions, etc. for their prospects and customers. These insights can be leveraged by the sales teams and marketing teams to run personalized marketing messages and special offers for every prospect. This tool even captures information like the impact of the marketing campaign, clicks that come through campaigns, etc. The effectiveness of the campaign can be visualized on a dashboard where the organization sees the success rate of marketing and sales generated through it. Performance Analysis Organizations can use Salesforce Einstein to monitor the opportunities in the sales pipeline and the sales teams monitoring them. They can further compare the performance of every individual present in the sales teams over different parameters. Leader View Dashboard presents a top-notch view of sales rep performance over time. After analyzing the performance of every individual at various parameters organization and reward their top performers. Whitespace Analysis Whitespace analysis is the process of uncovering new opportunities. With the assistance of Salesforce Einstein, organizations can execute whitespace analysis and look out for new opportunities. Salesforce Einstein has the potential to recognize which product or service has been sold to which accounts and it further creates feasible opportunities depending on the account’s previous/current requirements. Conclusion Artificial Intelligence has an undeniable influence on all walks of life. In today’s world, an AI based platform, such as Salesforce Einstein, provides the best scenarios and retrospective to make the experience of selling process human-like which helps an organization in increasing sales and automate the process and prepare for the future market needs. About Girikon Girikon has become a reputed name in the IT services, as well as consulting space. Being one of the reputed providers of SaaS technologies like Salesforce, the company offers high-end Salesforce consulting and Salesforce implementation services.

All through these years, Salesforce users have been leveraging out-of-the-box operational reports, and dashboards to monitor their data, comprehend performance and share results. However, with customer data growing exponentially with every passing day, exploring data manually has become a huge challenge. To address this challenge, Salesforce has come up with its AI (Artificial intelligence) powered advanced analytics solution i.e. Salesforce Einstein Analytics.  Einstein Analytics is a next-generation business intelligence software designed to provide answers to complex issues at lightning speed. It’s intuitive, empowering, and built for mobile. It leads to decisions, discussions, and transactions that are driven by insight, instead of instinct. Einstein Analytics can help you to provide analytics experiences in sales, service, marketing, and IT business so that the users can take action quickly without getting bogged down by complex dashboards. Einstein Analytics helps to explore the large data sets quickly and easily by providing AI-powered advanced analytics, right within Salesforce. It helps Manage datasets, query data with SAQL (Salesforce Analytics Query Language), and customize dashboards, all programmatically. Einstein Analytics allows you to:                                                      Connect to your CRM directly and execute on insights directly in Chatter. Analyze millions of rows of data automatically & get predictive analytics with Einstein Discovery. Explore data & automates action with prebuilt apps. Has similar functionalities on mobile, be it Android or iOS. Einstein Analytics vs Reports & Dashboards  Reports and Dashboards look and behave like Einstein Analytics, but provide very different functionality. It provides an instant snapshot of the metrics that matter to your business, including team performance, lead volume, and conversion rates.  Einstein Analytics is your Data Scientist. It extends beyond Reports and Dashboards to give you all insights into your pipeline, end-to-end customer insight, and historical analytics to help you plan your next best step.  How Can we use Einstein Analytics in Salesforce? If you are using any Salesforce product like Sales Cloud, Service Cloud, you still need to purchase licenses for Einstein Analytics. There are 2 types of Einstein Analytics license: Einstein Analytics Growth and Einstein Analytics Plus. Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set. You can access Einstein Analytics via the Analytics tab or the Analytics Studio app (from the App Launcher). All through these years, Salesforce users have been leveraging out-of-the-box operational reports, and dashboards to monitor their data, comprehend performance and share results. However, with customer data growing exponentially with every passing day, exploring data manually has become a huge challenge. To address this challenge, Salesforce has come up with its AI (Artificial intelligence) powered advanced analytics solution i.e. Salesforce Einstein Analytics.  Einstein Analytics is a next-generation business intelligence software designed to provide answers to complex issues at lightning speed. It’s intuitive, empowering, and built for mobile. It leads to decisions, discussions, and transactions that are driven by insight, instead of instinct. Einstein Analytics can help you to provide analytics experiences in sales, service, marketing, and IT business so that the users can take action quickly without getting bogged down by complex dashboards. Einstein Analytics helps to explore the large data sets quickly and easily by providing AI-powered advanced analytics, right within Salesforce. It helps Manage datasets, query data with SAQL (Salesforce Analytics Query Language), and customize dashboards, all programmatically. Einstein Analytics allows you to:                                                                Connect to your CRM directly and execute on insights directly in Chatter. Analyze millions of rows of data automatically & get predictive analytics with Einstein Discovery. Explore data & automates action with prebuilt apps. Has similar functionalities on mobile, be it Android or iOS. Einstein Analytics vs Reports & Dashboards  Reports and Dashboards look and behave like Einstein Analytics, but provide very different functionality. It provides an instant snapshot of the metrics that matter to your business, including team performance, lead volume, and conversion rates. Einstein Analytics is your Data Scientist. It extends beyond Reports and Dashboards to give you all insights into your pipeline, end-to-end customer insight, and historical analytics to help you plan your next best step. How Can we use Einstein Analytics in Salesforce? If you are using any Salesforce product like Sales Cloud, Service Cloud, you still need to purchase licenses for Einstein Analytics. There are 2 types of Einstein Analytics license: Einstein Analytics Growth and Einstein Analytics Plus. Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set. You can access Einstein Analytics via the Analytics tab or the Analytics Studio app (from the App Launcher). All through these years, Salesforce users have been leveraging out-of-the-box operational reports, and dashboards to monitor their data, comprehend performance and share results. However, with customer data growing exponentially with every passing day, exploring data manually has become a huge challenge. To address this challenge, Salesforce has come up with its AI (Artificial intelligence) powered advanced analytics solution i.e. Salesforce Einstein Analytics. Einstein Analytics is a next-generation business intelligence software designed to provide answers to complex issues at lightning speed. It’s intuitive, empowering, and built for mobile. It leads to decisions, discussions, and transactions that are driven by insight, instead of instinct. Einstein Analytics can help you to provide analytics experiences in sales, service, marketing, and IT business so that the users can take action quickly without getting bogged down by complex dashboards. Einstein Analytics helps to explore the large data sets quickly and easily by providing AI-powered advanced analytics, right within Salesforce. It helps Manage datasets, query data with SAQL (Salesforce Analytics Query Language), and customize dashboards, all programmatically. Einstein Analytics allows you to:                         Connect to your CRM directly and execute on insights directly in Chatter. Analyze millions of rows of data automatically & get predictive analytics with Einstein Discovery. Explore data & automates action with prebuilt apps. Has similar functionalities on mobile, be it Android or iOS. Einstein Analytics vs Reports & Dashboards  Reports and Dashboards look and behave like Einstein Analytics, but provide very different functionality. It provides an instant snapshot of the metrics that matter to your business, including team performance, lead volume, and conversion rates. Einstein Analytics is your Data Scientist. It extends beyond Reports and Dashboards to give you all insights into your pipeline, end-to-end customer insight, and historical analytics to help you plan your next best step. How Can we use Einstein Analytics in Salesforce? If you are using any Salesforce product like Sales Cloud, Service Cloud, you still need to purchase licenses for Einstein Analytics. There are 2 types of Einstein Analytics license: Einstein Analytics Growth and Einstein Analytics Plus. Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set. You can access Einstein Analytics via the Analytics tab or the Analytics Studio app (from the App Launcher). Conclusion Salesforce Einstein Analytics gives the power to harness raw data for real business solutions that make a huge difference. Salesforce customers report tells that Einstein Analytics has boosted their individual and team productivity levels, saving them an average of 10-11 hours per month per IT/sales/operations resource. And the longer they use Einstein Analytics, the more productivity continues to increase. If you wish to implement Einstein Analytics and avail the above-mentioned exciting benefits, you can consider partnering with a Salesforce implementation partner. About Girikon Girikon is a reputed IT consulting company with offices across the USA, UK, Australia, and India. Over the years the company has become one of the established players in the area of Salesforce consulting, Salesforce implementation and Salesforce support space.