Ways to improve performance of your Salesforce CRM

Ways to improve performance of your Salesforce CRM

1. Integration of Salesforce

Incorporating data connectors into your Salesforce CRM system is a powerful approach to provide a unified picture of your customers while also boosting employee experience. Businesses get a competitive edge via the integration of internal databases, which allows them to use data in strong new ways. This is due to the fact that connecting Salesforce with current applications makes advantage of the API capabilities of Salesforce, which allows a company to reach better levels of operational value, continuity, and efficiency.

When it concerns Salesforce data integration, the possibilities are almost limitless. As a company owner, you have the ability to link disparate systems – from data stored on external accounting, human resources, and enterprise resource planning systems – to social media sites, e-commerce platforms, and on-premises software such as Oracle, Microsoft, and SAP. The result is a more seamless data management experience as well as improved company logic for you and your organization. In addition to compatibility, you have secure integration options that allow you to combine authentication technologies to enhance the user experience and minimise the amount of time spent on user management. Your company may benefit from data synchronisation with numerous suppliers across a variety of platforms thanks to powerful API interfaces.

It’s critical to investigate various integration options available for your Salesforce CRM platform, while also assuring data quality and logical setup of your Salesforce CRM platform. If you’re considering employing a team of professional Salesforce developers, they may assist your company substantially cut integration time in order to integrate and modernise back-end systems, among other things.

2. Implementation of Salesforce

Salesforce is a powerful customer relationship management software with almost limitless potential. With all of these options comes a highly rigorous installation procedure that is designed to create the optimal CRM solution for your firm. If you are introducing salesforce into your company for the first time, you must think about the procedures that define your business model and how they will be implemented. Winklix will be able to deploy a Salesforce solution that is specifically matched to your current infrastructure as a result.

The preparation and planning that go into CRM activities like lead flow, campaign setup, and client acquisition strategy are critical. Detailed planning and preparation are required. You must also take into consideration data management methods that assure data integrity and consistency across silos and domains. The most effective approach to migrate your old CRM to Salesforce is with the assistance of an experienced implementation partner. In addition, Winklix has deployed Salesforce in a variety of different settings, and we recognize how the different arenas respond to Salesforce technology, providing us a competitive edge over other Salesforce implementations that are more generalist. An optimised Salesforce platform starts with a customised implementation strategy that is tailored to your specific goals.

3. Salesforce Lightning

Any firm that wants to succeed must provide a lightning-fast user experience and lead flow. That’s why Salesforce developed a completely redesigned CRM interface that is meant to increase sales rep efficiency while also integrating analytics and business insight to improve sales efficiency for your company. Switching between Salesforce Classic and Salesforce Lightning is possible because of the Salesforce platform.

You will want to enhance your CRM operations with this newest update, especially given the comprehensive capabilities provided by the Lightning platform.

It includes a graphically enhanced homepage with a progress chart, an immediate calendar module, structured lead flow visualisations, and contact and account analytics, all of which are meant to assist your sales force in staying organised and digesting information as efficiently as possible. A new Activity Timeline workplace has also been added, allowing sales representatives to create tasks and events in one spot while also logging calls and sending emails to keep track of their actions more effectively. It is critical to take use of your lightning elements and to develop a strategy in which you examine the markup and design of the interface in order to meet your business goals. Make certain that you have a structure in place that allows your whole business to take use of Salesforce’s capabilities. If you want to construct single-page, dynamic apps for a variety of devices and/or write bespoke components for your team to utilise or sell via the Salesforce Lightning Experience, you might consider hiring professional Salesforce developers who can assist you.

4. Salesforce Visualforce.

Salesforce provides prebuilt apps that assist in the enhancement of CRM capability. Salesforce Visualforce assists in accomplishing this goal. However, if you are not a developer, the implementation of Salesforce Visualforce might be a time-consuming endeavour since it is built of a tag-based markup language, similar to HTML, that allows developers to create apps and customise the CRM user interface. Custom flow control via the use of wizards, templates, and on-the-fly deployment are just a few of the options offered with Visualforce.

It also includes alternative stylistic components that, when combined with the application, result in a more vibrant animated user interface as compared to applications developed with standard features. Using Visualforce, page components may be optimised with the use of custom dashboards, tabs, menu items, action items, and customised console components that are tailored to particular organisational requirements.

Incorporating additional web-based user interface technologies such as JavaScript or Flash allows for the creation of configurable user-driven functionality. Consider hiring an expert team of developers who are familiar with how to harness your business goals in order to best enhance CRM functionality while adopting Salesforce Visualforce inside your corporation.

5. Salesforce AppExchange is the fifth option.

It is a business app platform for cloud-based business applications that is hosted by Microsoft. A number of customizable applications are available, all of which feature user feedback and are appropriate for use in any department or business. Through the AppExchange, you may access parts such as Lighting Data and Bolt Solutions, consulting partners, and developers that can assist you in extending the potential of Salesforce’s functionality. It has the potential to play a significant role in delivering favourable business outcomes, such as better accuracy, quicker order placing times, and cost savings, among others.

The most significant advantage of AppExchange is the thriving partner network that is ready to help you bring your ideas to the table. Winklix LLC., a software development business with 10 years of experience, takes your app concepts from discovery to design, and from basic utilities to connectors to bespoke apps, all in a fluid and stress-free production process. Our developers provide conceptual, technical, and functional designs for your project, ensuring that you get the most out of this dynamic element of the Salesforce CRM platform to the greatest extent possible. We will include the functionality you want, such as custom computations, triggered actions, workflows, and other features as needed.

How to be a Salesforce Consultant?

salesforce consultant

Being a person who has been with the Salesforce environment for more than 10 years, I always dreamt of being a consultant. The opportunity to work on numerous Salesforce implementations for varied clients in a wide ranging business verticals allured me a lot. I really enjoyed the process of understanding how companies perform their business.

As a Salesforce customer, I was associated with various kinds of consultants, some were very good and others not very good. However, what I always marveled at was the depth and breadth of their Salesforce knowledge.

Understanding Salesforce from scratch

I began my association with Salesforce in 2008 when my VP of Marketing told me to find the team for new CRM. I assessed various products and zeroed in on Salesforce as the required solution. I swiftly got to know that the potency of the tool lay in the platform and the capability to create new functionality that wasn’t very innovative. To put it simply, I got convinced fully that I should forgo AVP title for pursuing Salesforce full time.

One Salesforce Administrator post resulted in another and then finally I ended up being in charge of all Salesforce products for a pan Indian, privately held company with numerous business units under a shade. My task was to work with these business units to learn their individual business requirements and then devise a tailored Salesforce solution for their group in a manner that also integrated their data with all of the other business units within the company. Consulting was a tough task and when the time was ripe to take my next step, I felt I was game for the change.

Willing to describe my journey

When I began my quest for the ideal Salesforce consulting shop, I spoke to a few different firms that I thought was a perfect fit for my requirement. As I talked to several prospective recruiters one sentiment cropped up inside my mind. It seemed that only those who were consultants previously were meant to be consultants. I mean it was the usual problem of not being able to gain experience till you already have experience.

Eventually, I lended up as a Solution Architect at a reputed entity — but it was not a cakewalk. So, if you experience similar kind of feeling and want to get into consulting, here are some valuable resume and interview tips:

Speak regarding your internal clients: Simply for the reason that the product owners or subject matter experts that you associate with are working in the same company as you, does not imply they are not your clients. You get additional points for speaking about tough as nails clients and the way you handled them.

Highlight your work with regard to projects: Salesforce is a continuously growing product and it might come across like one giant body of work, however, try to dissect those features that were made into individual projects and speak regarding the problems and successes that you achieved during those projects.

Speak about certain business woes: We very well understand that the Salesforce is an amazing tool but where it actually shines is in its capacity to simultaneously handle puzzling business issues and make the lives of end-users very convenient, so showcase those stories.

Highlight the numbers: You can speak about the amount of time saved by your Salesforce solutions or a certain dollar rate of new business wound up as a result of improved workflow. This explains lucidly why your solutions got a genuine ROI.

I am of the belief that these tips will help you get your next or maybe first Salesforce consultant. I am working as a Solution Architect with Winklix for a little more than a year now and it is a call I am really proud of. All the best.

Thanks ,


Salesforce Consultant


How Salesforce can benefit businesses in 2021?


Do you in business deal with several vendors? Do you find it hard to follow up on all vendors, prospects, orders, and project deliverables? Also, is this impacting your business productivity? If the answer to these are yes, then the time is ripe for you to make a change. Businesses invest big-time on approaching vendors to invite quotations, and then focus hard on knowing about the statuses. With Salesforce at your disposal for vendor management, you can utilize any prospects and various vendors from a single location apart from dealing with your chief business operations.

Salesforce has been a blessing

Being a leading cloud computing platforms, Salesforce has totally transformed the manner in which organizations carry out business by bringing a hugely dynamic, customized and user-friendly platform for holistic implementation services, i.e. Force.com. With Force.com, developers can rapidly make and deploy ideal cloud applications that are compact, safe, and accessible and without fretting over provisioning hardware or application stacks. Also, this platform offers different tools for explaining the data model, the business rationale, and the user interface.

Two To Tango

It does not matter what you’re creating: a totally refurbished UI, merging data from several sources, or utilizing frameworks such as AngularJS, Ember, React, or Backbone, there will be scenarios where you would have to heavily utilize JavaScript. In case you are keeping a track of web development for the last few years, you would have seen the rise in the appeal of JavaScript frameworks in terms of building web applications. Currently, JavaScript frameworks have deservedly made their way into the Salesforce development lifecycle.

Top Salesforce Trends

Hence, at present it is very much obvious that it has become essential to utilize a CRM to boost sales and new customers and look after the retention rates. If someone mentions ‘CRM,’ then the first thing that comes to our mind is Salesforce, as this happens to be the czar in the CRM market. Hence, let us look at some of the famous Salesforce trends and the way businesses are going to capitalize on Salesforce in 2021.

Mobile Evolution

The trend of buying via mobile, and helping the software to back and turn the user experience convenient via disentangled interface design, began many moons ago. Salesforce will keep growing in this regard and the same thing can be expected this year. Among the mobile Salesforce prospects featured in 2021 happens to be a mobile application that helps to deal with the CRM instance on the go for all users in the system and building mobile web-pages and applications with Salesforce SDK with lesser involvement of code.

Artificial Intelligence

One of the biggest technical innovations in recent times, AI has started spreading its tentacles to the majority of the sectors. Even sales departments, regardless of any business, can derive a lot of advantages from it. Salesforce unleashed Einstein AI some time back, and while it is growing consistently, at present it is very much handy to improve the functioning of current products to derive maximum out of them. Sales Cloud permits AI to spot the ideal opportunities and offer useful insights through a sales analytics app and add more authenticity to the predictions. With this, it is possible to set automatic notifications to work on potential leads and as a result enhance the prospects of successful deals. A machine learning feature helps in case classifications and by utilizing Service Cloud, customer support representatives can solve routine cases early. Experts forecast that in 2021, executing Einstein AI into Salesforce products is going to be the most common request to Salesforce consulting companies and individuals.

Tailored to suit specific requirements

These days, it is not simply adequate to utilize a product out of the box as it is. Customization was very much there in Salesforce, but business industries in large numbers are triggering demand for certain functionalities and customizing the product in line with particular requirements, considering the array of various tools needed for a certain business to operate, such as billing systems, risk management, project management features, and other industry-specific things and workflows. It is obvious that being in the apparel business is different from being in the business offering booking services. This year, especially businesses have to seriously ponder over streamlining of their CRM. Like any software customization, you will have to get professional counseling to ensure that everything is established as per your requirements. Selecting the appropriate Salesforce consulting partner will define the success of your business. So, while taking such a call, don’t ignore the certifications and accord weightage to official Salesforce partners as this will help you in getting the desired outcomes for your business but also will save time and money for you.

Customer 360 platform

It is becoming extremely critical to nurture good ties with customers these days, as the technology evolves the satisfaction of existing customers matters a lot for businesses. This precisely the reason why assistance departments of all companies are emphasizing on offering excellent services to their clients. Currently, the Salesforce Customer 360 feature can lead to a lot of prosperity for the businesses. At the conclusion last year, Salesforce launched Customer 360 Truth edition that permits merging information of customers from all Salesforce applications at one place. By providing a unique ID to a user, you can see all previous interactions and profile details to ascertain how to provide the right solutions for any problems and display the superior level of customer care service.

Marketing Automation

This has to be highlighted, as this year we might see the proclivity to assign the resources to strategic goals and improving normal tasks devoid of human intervention. Marketing Sales Cloud can enhance marketing campaigns by helping you to dispatch automated emails, arrange customer data to offer targeted discounts, perform A/B tests, and many more things. That is the reason why business owners’ and marketers’ will be focusing on the same this year.


As a leading phenomenon in the CRM market, Salesforce will set new trends in almost all the industries. Having said that, the enhancement of the current Salesforce features, and the new releases are very important in helping businesses to grow further.