Trust a Top Consultant and Maximize Your ROI With Salesforce

trust-a-top-consultant-and-maximize-your-roi-with-salesforceIt’s always a good decision to invest in Salesforce. It’s the most popular CRM platform on the market and it’s comes packed with a whole host of customer-centric features. It can help transform your business completely provided you hired a right consultant to build or customize it to suit the requirements perfectly. So, the time has come when you stopped using EXCEL to record vital information. Such a strategy can prove risky for your business as it’s not fail-proof. So, it’s always a sensible decision to invest in a CRM platform that is meant to bring an edge to your business. Continue reading


Trust Salesforce Experts To Give Boost To Your Sales And Revenue Maximization

Salesforce ExpertsEvery business whether big or small needs customers to grow and expand. Good products or excellence service are not a guarantee of winning you customers. And your marketing campaigns too have some sort of limitation. So, what makes you get customers? A bit of everything, means, your products and services need to be good and you can’t avoid investing in marketing efforts. That way, you win the customers, but what about retaining them?

Unless your customer relationships are robust, you can’t expect sales and revenue maximization targets to be met. Which is why, your business needs a quality-driven, cloud-based and feature-rich customer relationship management software or system (CRM). With such a system in place, it becomes easier to manage the entire sales process. And once processes are streamlined in the sales, you won’t face any troubles in realizing business objectives.

In a sense, you will need the experience and skills of salesforce experts to leverage a world-renowned CRM system to the core. These experts help a lot when the target is to give a boost to your sales numbers. In a sense, there are many ways in which your CRM system impacts the sales, including:

  • Having an organized system in place and sharing information across team benefits a lot as this way, no personnel gaps exist between leads generation and leads conversion.
  • Every step of the sales process needs to be followed with due care and if not, people at the top will get to know it immediately courtesy the CRM system.
  • The software helps the manager or management being aware about each and every deals, whether closed ones or those still in pipeline, to understand the scenario better.
  • With a streamlined sales process, it becomes easy to know where to put resources and on what basis.
  • Performance benchmarking can be done to let sales members become aware of their standing or their ‘targets’ still to meet.
  • Sharing of sales info between sales members becomes a breeze, and distances never remain a hindrance in being on the same page.
  • Reporting structure is simplified and a lot of time is saved in disseminating information across team.
  • As sales is all about a joint effort, a good CRM often allows collaboration and let members keeping in view the same set of data available to them all.
  • Making and managing contacts to grow the base and then seek prospects out of them in coming days.
  • Taking care of those reminders and notifications that sales are known for.
  • And lastly, meeting customers’ expectation at every step of their association with the company.

In a sense, a CRM system plays a massive role in boosting the sales and driving revenue maximization. If your organization is yet to benefit from a customer relationship management system, then it should find salesforce consultants. Such professionals ensure that your processes become organized so that customers can find the requisite care and trust. And once that happens, sales numbers are bound to rise so does the revenue growth.

Resource:- Ezine Articles

Marc Benioff Salesforce CEO makes a stand for gender equality

SalesforceAs a young women working in technology I have always found myself in the gender minority not only in the workplace but also during my time at university. When I meet new people and they ask what I do I am often faced with bizarre comments such as “why do you work with computers – you’re a girl?!” Unfortunately and quite surprisingly stats say that percentage of computing jobs help by women has actually fallen over the past 23 years according to a new study. On top of that women earn just 77% of what a man does in the same role!

Marc Benioff Salesforce CEO has been in the news recently as he is fighting for equal pay for women. Starting with his own business, (where he employees over 16,000 employees worldwide) he is reviewing all salary data to make sure that women are being paid equally and is urging other companies to follow suit.

He’s already given out some raises and “I expect to be giving a lot more,” he said during an interview with The Huffington Post, “when I’m done there will be no [pay] gap.” Although he did admit the process of ensuring 100% equal pay for women could take a couple of years.

According to a USA census, there’s a stubborn gulf between what men and women earn. In 2013, a woman working full time earned about 77 percent of what a man earned.

But women can’t do this alone, said Benioff. There are also things a company can do.

Salesforce’s pay initiative is part of a wider company program called Women’s Surge, which Benioff put in place in 2013 after he began to realise there weren’t enough women at his 16-year-old company. Overall, women made up just 29 percent of employees at Salesforce as of June 2014, according to the diversity report. It also shows that women only account for 15% of leadership roles and 20% in tech roles.

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As part of the Women’s Surge initiative, Benioff is trying to make sure that women make up at least 30 percent of the attendees at any meeting, from large-scale management meetings with 500 to 1,000 attendees to product reviews with just 10 to 20 executives.

With Marc leading the way hopefully other companies will start to follow suit and we can start to bridge not only the pay gap but also the gender gap!

Resource: Cloudsocius

Salesforce Auto Launched Flows – Who needs code?!

Loop through an auto launched flow without using the loop element

In this example I will be cloning an Opportunity with all related products in an auto launched flow without using the loop element!
You can trigger the flow you are about to create in one of three ways:
1) URL button
2)Lightning Process builder
3)Embed flow in a VisualForce page and trigger via a button

First, you will need to create a checkbox on the Opportunity Product (Default False). We will use this as our loop criteria if you like and will allow us to update this checkbox and process all Opportunity Products.

1) Record Lookup– If you are choosing options 2 or 3, you can skip this step and assign variables in your flow certain values. If you are using method 1, you will need to look up the current Opportunity you wish to clone you can then obtain all info needed to create your new Opportunity. Store each field you wish to use as a separate variables.

2) Record Create– You will then need to create the new Opportunity. For this, you simply insert your variable values from step 1 into these fields on your new opportunity. Ensure you give this Opportunity a unique Variable to reference later on in your flow. Like this:
salesforce auto launched flows record create Salesforce Auto Launched Flows   Who needs code?!

3) Record Lookup– This is where you need to look-up any Opportunity products from your initial Opportunity which is going to be cloned. You will need to add the criteria of the checkbox you created earlier to equal false. This is so that we can update this field to True after we have created the clone of this Opp Product for your new Opportunity.
salesforce auto launched flows record lookup Salesforce Auto Launched Flows   Who needs code?!
4) Record Create– Create the New Opportunity Products. Insert your new Opportunity ID variable in to the OpportunityID lookup field on the Opportunity record. This will create the relationship between your new Opportunity and this new Opportunity Products.

5) Record Update– Update the old Opportunity Product with a check box equalling true. This will then eliminate this Opp Product from the cycle as we have already just created the clone of this Opp product.

6) Record Lookup– Repeat step 3. Lookup the Opportunity Products with the following criteria. Checkbox equals false. This will only look for opportunity products which have not been already updated. Assign this new Opp Product a new unique variable for the ID.
salesforce auto launched flows record lookup 2 Salesforce Auto Launched Flows   Who needs code?!

7) Decision– Create a decision which will determine if there are any more Opportunity Products to be created and added to your new Opportunity. The Decision will look at your step 7 variable ({!id}) and determine if it is true or false. If it is false, you want this to then go on to step 3 and repeat the whole process again. Your Decision does not need another branch. If the criteria is not met then your flow will simply end!
Your flow should look something like this – Enjoy!
salesforce auto launched flows decisions Salesforce Auto Launched Flows   Who needs code?!

Resource : cloudsocius