It’s quite understandable that Salesforce is the leading CRM platform in the world. It’s an in-depth platform and businesses across industry verticals leverage for expansion and growth purposes. At times however, businesses can face some limitations with Salesforce and won’t be able to benefit from the same way they would have hoped. This is where an experienced and certified development team is needed as it can help business maximize their returns on Salesforce investment. Continue reading
We know Salesforce is a domain-leading CRM platform. We also know that has all what it takes to transform the business by impacting processes and systems. It’s a platform fit for businesses across industry verticals to boost their level of efficiency and remain clutter-free. Many companies invest in Salesforce hoping to keep things streamlined and organized, and they don’t feel disappointed for sure. Despite hitting limitations at times, businesses can leverage development and realize their objective with ease. Continue reading
It’s important for businesses to understand the role played by CRM in bringing transformation in their sales and marketing campaign. They should know that a top CRM system is one that helps in monitoring and analysis of all activities to enables sales forecast and right planning. It helps in managing customer profile, storing all information in one place and helping businesses with decision making. In a way, a good product is one that helps in streamlining and automating businesses processes.
Let’s look at the utility of a certified Salesforce partner for your business –
✓ Such a partner helps businesses manage all their information in one place to keep a track of all their customers and prospects.
✓ Every part of your business is delivered with a 360 degree view of customers to facilitate quick decision making.
✓ Deals are closed faster, leads and tracks and campaigns are managed with ease.
✓ The time taken to resolve customer complaints is slashed down drastically from earlier levels.
✓ New customer apps can be built with ease and the business can be run on any device even without needing any investment in either hardware or software.
✓ It’d become extremely easy to manage sales opportunities and contacts thereby bringing a positive impact on the revenue.
✓ The business with have social insights and latest information about their customers which will help it target and sell to only right people.
✓ An expert partner lets businesses remain focussed on their customers only without worrying of challenges and risks coming on the non-core front.
✓ Businesses get a chance to be aware of every customer touch point together with knowing each and everything in the entire customer lifecycle.
✓ Distance and geography won’t matter in the way businesses will view performance of their team and analyse their activities.
✓ Inter-departmental collaboration will become a breeze as customer information will be shared across departments with effortless ease.
✓ Businesses won’t be needed to dedicate resources for those activities that not the part of core activities or that are not directly related to operations.
✓ With smooth flow of customer information coupled with data mapping and analysis, it would become quite easy for businesses to understand the changing behaviours and preferences of their customers and serve them better
Quite clearly, having a certified and expert Salesforce Partner London will have a huge impact on the business. Thus, you should trust only an experienced partner to maximize the Salesforce investment.
Salesforce is the world’s leading CRM platform that has been transforming businesses across industry verticals. Its customer relationship management software is cloud-based and rich in features and it helps businesses store all their customer contact information in a single place. It also gives benefits of keeping track of customer activity to remain aware of every aspect of the business.
There are many reasons why Salesforce CRM has become such an integral aspect to the industry, including:
✓ It helps business track and manage customer information in an active manner.
✓ Using the software, a business can get its entire team connected from any device.
✓ Not only does it capture customer emails in a smart way but also simplifies repetitive tasks to save a lot of inconvenience to businesses.
✓ Using the CRM, a business can get insights and recommendations on an immediate basis to keep stock of the situation anytime.
✓ The software is capable of being extended and customized to accommodate the pace and growth of the business.
✓ Being a top-class CRM, it gives businesses an opportunity to say goodbye to manual efforts and clunky processes and remain focussed on the core areas.
✓ The product helps in generation of more leads and closing of more deals, and both these aspects help a business grow its base and gain more customers.
✓ Being cloud-driven, the software lets businesses store all customer information in one place to keep all their conversations safe, secure, personal and relevant.
✓ Businesses that use Salesforce CRM report to have witnessed more sales revenue, higher customer satisfaction and superior marketing ROI.
✓ The software brings all the latest virtues of cloud computing and keeps businesses away from any investment in hardware or software.
✓ The CRM helps businesses connect to their customers in an entirely new way, understand them better, forge lasting relationships with them and find new opportunities.
✓ The software helps business boost customer loyalty by connecting with them and by giving them what they want.
✓ Using the CRM, businesses get an opportunity to connect with customers on a 1-to-1 basis across social and mobile channels.
✓ And lastly, businesses now get the freedom of managing themselves irrespective of geography and location barriers.
In a nutshell, your business would gain and grow a lot if it availed Salesforce CRM services. These services not only streamline the operations but also bring an insight into the day-to-day activities of the business.
The level of productivity goes notches up when employees get a total liberty to dedicate their time on core business operations within the organization. This way, the most valuable resource is used to its fullest potential to boost the growth prospects of the business. The same happens when Salesforce CRM is implemented in the business as it gives the workforce a great freedom of exhibiting their prowess in only their assigned area.
It’s therefore important to benefit the business from managed service of Salesforce as this the best way to keep the employees within their core areas. This unique service benefits organizations in many ways and that’s why its popularity is growing. So, if you want your business to excel and realize its objectives, give it then the edge of managed service.
The Managed service delivers a range of advantages to organizations, including:
In this service, Salesforce experts unleash their expertise and domain experience to bring a difference to your business. First of all, they become aware with your business and its processes and then create your CRM. And this product delivers highest standard of efficiency and power to help your business realize its goal and maximize its return on investment.
The managed service is an economical way to resource maximization. It gives the opportunity to hire Salesforce experts on a fixed monthly fee and get need-specific solution. Without investing a big sum of money, you get experts creating a feature-rich and cloud-based CRM for your business.
In choosing Salesforce experts, your business stands to gain a lot as it leverages the experience of a team that has served across industry verticals. The team has already created, developed, customized and implemented CRM for different type of business and this is why your business will be in a position to get the most out of the product.
Upgrades and features
With managed service, your business benefits from all those latest products, features and functionalities that are added to the Salesforce platform. More so, your business gains upgrades as and when they happen to the CRM platform. In a way, your business never loses or misses out on anything that the customer relationship management system has to offer.
It’s quite clear that Salesforce Managed Service positively impacts your business at many levels and you should benefit from it. So, find a reliable partner to give the best and most to your business from the CRM.
Setting up salesforce security through profiles and roles can take a while to get your head around. Here’s a dummy’s guide to get you up to speed.
The analogy I like to use is driving a car. A profile is like a driving licence: it gives you the right to drive cars and even sets out what kind of vehicles you’re allowed to drive. In contrast, a role is like owning a car, or being given someone’s keys: it gives you access to drive this particular car. In the same way to drive a car, a licence (profile) is mandatory however having a car to drive (role) is optional.
Profile Level Security
Profiles is where you can set out which kind of vehicles (objects) you’re allowed to drive. Object security determines what actions (Create, Read, Edit, Delete) each user of that profile can perform on records of each object. These settings only apply to your own records so if you have edit enabled for the account object you will only be able to edit the account records you are the owner of. To be able to edit other peoples accounts you would need ‘Modify All’ ticked and in the same way ‘View All’ gives the user the ability to read all records for that particual object not just your own.
Other useful profile level security settings to think about:
✓ Ability to run or export reports
✓ Ability to view the setup menu
✓ Restricting login hours
✓ Restricting IP range access
✓ Which tabs/apps are visable
✓ Record type permissions
Once you have profiles set up you can start to think about roles (who gets the keys to which cars). Roles give an organisation the ability to control access to information. This is useful when the organisation wide defaults (OWD) are set to private (only the owner can access the record) as roles then give you the ability to open this up to grant additional access.
The Salesforce’s Role hierarchy is structured as a tree and permissions roll up from the bottom. This means users at any given role level can view, edit, and report on all data owned by or shared with users below them in the hierarchy, unless your organisation’s sharing model for an object specifies otherwise.
Using the below image as an example the VP of Hardware will be able to see the hardware and sales rep’s data but would not be able to see the software rep’s or the VP of Software’s data as they are on different branches of the tree.
So, you are a big marketing hotshot who knows all about getting people to buy stuff. You have no scruples, and won’t lose any sleep if you send the same email to the same person 77 times in a week. You are a marketing God.
The problem is you have no way to prove it is your carefully (machiavellic) planned marketing campaigns that are bringing in the big bucks to the business. Even worse, little Joe from the sales department is getting all the credit for your hard work… Pfff, like he even knows how to distinguish a Lead from an Opportunity.
If this sounds like you, fear no more. Using the Campaigns tab on Salesforce, you can determine how much your amazing campaigns are contributing to your business. And I am going to show you how get the best out of them.
The first thing you need to remember is that Salesforce is NOT a marketing tool. But if you use it correctly, it can be invaluable in helping you understand the return you are getting on your marketing efforts.
Make sure you are a Salesforce marketing user
If you are a system admin go into your user page and put a tick on the “Marketing User” checkbox. If you aren’t, just contact your admin to do this for you. If you are not a marketing user you won’t be able to create campaigns on Salesforce.
Create types of campaigns and standardize them
The type could be Email, Conference, Webinar, etc. Whatever is relevant to your business should be a type of campaign. Also, decide which information is worth keeping and make sure the appropriate fields are available on the campaign page. If you don’t know how to do this contact your system administrator. By standardizing your campaigns, the reporting will become much more effective, as there will be common fields on which to compare performance.
Another thing that is worth standardizing is your definition of a successful campaign. This could be the number of opportunities created, the number of people who attended the conference, the % of responses, etc. If you define strict guidelines for determining success, you will easily be able to tell which campaigns were worth the effort.
Create your target list
Decide the recipients of your campaign and make sure you add them to your Salesforce campaign. You can do this by using the Manage Members button in the Campaign page to add existing leads or contacts. Alternatively, you can use the import wizard to import external leads that will automatically update your campaign.
Track responses. I mean religiously track responses
If you want any trustworthy information to come out of this process you will need accurate tracking. The first thing you will want to do is set your response types (campaign member status), so they are relevant to the type of campaign you are running. Then, if you are lucky enough to have a marketing tool that tracks responses automatically such as Pardot (http://www.pardot.com/) all you have to do is sync it with Salesforce.
If you’re not that fortunate, there are two main methods in which you can track your responses: 1. you can manually record customer’s responses on the Campaign History list on the lead\contact detail page, or the campaign detail page; 2. you can mass update a list of leads or contacts and their responses using the Campaign member import wizard.
Relate opportunities and converted leads to campaigns
A standard Salesforce functionality is “Campaign Influence”. This feature is EXTREMELY IMPORTANT. I’ll get to why it is important in a second, but first you need to make sure you turn it on.
To do so, go to Setup -> Build -> Customize -> Campaigns -> Campaign Influence and tick “Enabled” on the “Automatic Association” step.
Campaigns will now be automatically associated with all “opportunities created”\”leads converted” that relate to your campaign target list. In practice, what this means is that if an opportunity gets created through a contact that is a part of your campaign, that opportunity will automatically be tied to your campaign, and it will show on the campaign page. The same will happen if you convert a lead that is connected to your campaign. This will save you the trouble of having to chase opportunities down and manually relate them to your campaign.
So, you have done all the hard work, you have got to the end of the rainbow and now you want to collect your pot of gold. Or in other words, you want proof your campaigns are bringing in customers as fast as Usain Bolt runs the 100m! No problem.
Salesforce provides you with three “out-of-the-box” reports that will show you just how well your campaigns are doing! You can access them just by going into the campaigns tab and clicking the links displayed under “Reports”.
The three standard reports are:
1. Campaign ROI Analysis shows you ROI for all campaigns in a single report;
2. Campaign Revenue shows you how many opportunities were closed on each campaign and how much money each one brought to your business;
3. Campaign Member Analysis shows you the status of each campaign contact\lead summarized by campaign and campaign type, so you have an overview of how people are responding to your efforts.
These three reports are a very good start, but Salesforce will allow you to create any report based on any campaign fields (remember step 1 of this guide?). So, have at it!
That’s it! Follow the above steps and will you be able to prove to everyone what a marketing genius you are in no time.
By David Martins – Salesforce Solutions Executive – CloudSocius