Does Coronavirus Forced You To Work Remotely For Very First Time ? Here Is Our Guide On How To Do It Effectively

Does Coronavirus Forced You To Work Remotely For Very First Time ? Here Is Our Guide On How To Do It Effectively

In this era of technology , many of us love being working remotely . But it necessarily does not means everyone in the company thinks in similar way . Some person might find it difficult to work from home . In your experience it may be frowned upon , disapproved or only be done one special circumstances , under forced rules . But now new to recent outbreak of Coronavirus worldwide , and we have been advised to maintain social distancing , which can asked employees of companies to mandate work from home policies for business on worldwide level , it’s time to get comfortable with practice . 

Remote workers can be rewarding situation for many companies . It has been found is study that working from home for employees increase overall productivity and mental satisfaction among employees . On the other hand it also have positive effects for employers like reducing spends , eliminating rent on physical space and so on . If there is pros , then will surely be cons as well . Some employee might feel isolated or gets distracted because of many reasons ( children’s playing , dirty dishes , changed social contacts etc ) .

How To Make A Switch To A Remove Worker 

Here is our guide on how to make work from home effective – specially when you are experiencing it for the first time and you have to make strong connection between clients , prospects and partners .

The basis : your home office setup 

The very first step that you can take is finding  isolated place at your home . If you are living in studio apartment with only one bedroom , the best place to work is on kitchen table with laptop table placement . If you have big house with two or more bedrooms , make one room dedicated towards working which should be noise free , distraction free and entry to that room will be restricted during working hours , which can often be denoted by sign board outside house .
We know this is not the permanent solution , but perhaps the preparation can go long way for temporary remote workers . 

Provide Training For Chosen Video Conferencing And Messaging Tools 

At Winklix , we use Slack for instant messing and Zoom for video conferencing with our team . As our workforce has been spread world-wide and majority of them work from home ( more than 60 % of us work from home ) , and that is the reason our team members are already familiar with this tool . Work from home is part of our dedicated IT team for providing ongoing support .
Irrespective of what you are already using or whatever your IT heads have decided t use immediately looking at the current scenario , it is mandatory to train your workforce in order to get maximum output . The training is achievable by providing live demo with representative tools with your entire team using preferred method ( eg , email , Salesforce Chatter , Slack announcement channel ) . 

Stick To Regular Check-ins And Virtual Forms Of Team Building 

If you have a tools to regularly check the work of employee then its great for remote work . It is suggestible to always have one hour video meeting with your team to check then they are on same page and it also keeps connectivity at forefront . 

Winklix use services of HiveDesk which helps employee to log in into app , and at the same time helps manager to track and see the screen shorts of work being carrying on by employee . It also facilitates task assignments , real time chats with employee and more . This also forced employee to timely check in and check out in the app during working hours in order to get them working time tracking along with work done by them .

Tools like slack and Trello makes it easy to collaborate with team and manage team worldwide .

How To Maintain Connections With Clients, Prospects And Partners 

Learning to work from home is one thing , but at the same time you should also take care of maintaining a healthier relationship with clients , prospects and partners which together called as health for your business . At a leading digital agency , Winklix has over decade of experience with digital first and remote relationship building .

Events Cancelled ? Move To Digital Value Exchanges 

We are already been experiencing live streaming for years , and now its no new bee for us . We all due to Coronavirus outbreak worldwide , are avoiding large conference , project kickoffs and even two or more in-person meeting , it does not necessarily means you have to make halt for meeting .

Webinars 

When you have to maintain social distancing  , you can provide webinars that is not only capable of attracting captive audience , but can also be used on social media and other platforms once they are recorded for future purposes 

Survey And Reports 

In order to reach client directly and giving them satisfying experience , you should send periodic surveys to clients about your industry , best practices and innovation in your space . 
So once the survey reports is collected it will help you and your clients as well in providing of long lasting impact on costly event. 

How To Get SAP / Software / SalesForce Support While You Are Fully On Remote  

We at Winklix with clients worldwide already have experience operating as remote team to satisfy the needs of client in relation to SAP / Customs software Salesforce needs . Learn more about our services from Winklix by reaching us out right away .

What Is SalesForce ? It’s Features And Pricing

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With over decades of experience in handling SalesForce implementation service , Winklix is fully capable of answering all question related to Salesforce and that’s so without going into technicalities . In this article we are going to explore the potential of SalesForce CRM , the industries it serves and why actually the SalesForce CRM is loveable by customers worldwide .

Facts About Salesforce 

What Exactly Is SalesForce ? 

We can define Salesforce as Software-as-a-service ( SaaS) CRM developed by Salesforce.com ( abbreviated as SDFC for Salesforce Dot Com ) which is popular for its cloud computing technology . SalesForce CRM is being used for customer relationship management in sales , marketing and customer service . Salesforce includes various list of products which are described below : 

  • Sales Cloud – This CRM helps automation of sales process as well as management of lead , opportunity , sales reporting and forecasting .
  • Service Cloud – This helps in automation of omnichannel customer service , case management , field service management and at last customer service analytics .
  • Marketing Cloud – This aids in automation of marketing campaigns as well as advertising on social media platforms , creation of customer communication scenarios .

The best thing about Salesforce is it has also released industry specific products like health cloud , Financial service cloud , Government cloud which is customised as per industry specific needs in order to process the peculiarities of organisation . 

Is There Anything Like Salesforce ERP ? 

In general there is no official Salesforce ERP in the market . But yes there are number of cloud based ERP built by third party which can be easily integrated with Salesforce for free and can be lower than the total cost of ERP software which you may be willing to purchase .

SalesForce Cost 

How Much Does SalesForce CRM Cost ? 

SalesForce CRM consist of multiple Salesforce products and the cost totally depends on editions of these products and number of license you want to purchase . You can consult more about Salesforce costing over here .

Is Salesforce Also Offers Free Version ?

Unfortunately Salesforce does not offer free CRM version , but you may avail free 30 days trial of Sales and Service cloud .

Can You Pay For Salesforce Monthly ? 

All Salesforce products are being sold on per user basis which additionally requires annual billing . If billing is an issue , you can have chit chat with Salesforce executive and find possible opportunity for billing .

Salesforce Customers 

Which Type Of Companies Use Salesforce ? 

Although Salesforce has been providing industry specific solution be it professional services , IT , manufacturing , retail , healthcare , banking or finance . Some of the famous Salesforce clients are Adidas , AWS , T- Mobile and so on .

How Many Customers SalesForce Is Serving ?

Salesforce currently serves more than 1,50,000 customers worldwide thereby helping them in increasing their sales revenue and overall employee productivity .

Technology Aspects 

How Does SalesForce CRM Work ? 

SalesForce CRM enables punching of customer information and tracking of integration with customers . In addition to it , SalesForce CRM offers tons of features for internal business process of organisation with automated email notification , assignment of task and so on . 

Sets of key Salesforce features includes :  

  • Customer Profile : It helps management of customer information which also includes management of account and contact objects .
  • Sales Automation : It allows features which includes workflow rules , approvals and process builder which facilitate sales process related automation .
  • Marketing Automation : Sales  automates mass email features thereby allowing targeted emails and tracking of contacts received .The auto campaign management helps customers to deliver personalised message , manage marketing campaign across all channels and tracking their result .
  • Customer Service Automation : Salesforce has omnichannel features which allows multiple customer communication channels under one roof . The case management automates lifecycle from from creation to its closure 

What Coding Languages Does SalesForce Use ? 

Apex Code is Salesforce coding language , which is known as object oriented language with Java like syntax . Apex automates many internal business process like expected revenue and discount calculation and thereby enable automated field updates , email notification and task assignments .

What Database Does SalesForce Use ? 

Salesforce used Oracle database .

Still Have Question ?

If you still have question , feel free to contact Winklix’s Salesforce consultants  to solve your particular CRM issue as well as customisation .

How Much Time Does It Take For SalesForce Data Migration Project ? Ask Winklix

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This is one of the most important task to be performed at salesforce migration projects . If you want to efficiently use your salesforce CRM , you have to take care of this with utmost care .

In order to better plan and forecast your Salesforce migration , our in house team of Salesforce certified developers can help you with Salesforce implementation from their past experience . Let’s look at different stages of migration process one by one .

1. Preparation Of Data Migration 

This initial stage starts with pre analysing by developers to inspect existing CRM so that they can get overview of data structure of their existing CRM , data formats , business workflows and also create migration checklist with data to transfer . Once the database tables has been identified , developers check on the possibility in correspondence with Salesforce CRM right from mapping fields to data quality check and more in a way that data which is yet to be transferred is in readable format with no data duplicity . This places usually takes up to 5 days .

2.Using Ready Made Data Migration Tool Or Building Custom Tool From Scratch 

If number of records to import is no more than 50,00,000 , developers can easily use ready made tools such as Salesforce Data Loader . If any ready made tools are getting used , migration can be finished within few hours . But if developers are planning to build custom tool or script for carrying on migration to Salesforce , the development time varies which totally depends on the type of data structure and new CRM structure . Custom tool migration usually takes around a month .

3. Trial Data Migration 

Trial data migration is mandatory process before actually transferring all the data . This helps developers to see whether if there is any issue like data loss , or is there any way to improve migration tool to carry on final transfer in smooth way .This phase in total will take no more than 2 days .

4. Migration Validation By Customers 

This stage is wherein customer will validate the test data migration and will give their outcomes . If there is positive feedback form customers side , then there is no further room for improvement of data mapping and migration procedure and customer has deemed approved the project . This phase on an average takes around 4 days . But if there is some room for improvement on the basis of inputs by customer , it make linger on to upto a week .

5. Final Data Migration And Testing 

This is the final stage of which we are waiting for . At this stage all data gets migrated from legacy CRM to new Salesforce solution . Before getting final live , data is checked twice fro any kind of duplicity . Final migration takes around a day or two . It is always carries out in a way that it does not effect the existing CRM functionalities .

6. Post Go Live Support 

Support is what is needed right after the migration which a CRM user may encounter while starting using it . Such support is usually required during very first week after new Salesforce CRM goes live , and may be required upto a month .

Wrap Up

From our past experience , the migration process in Salesforce CRM usually taken between 20 days to around 2 months  . This time coves all stages as discussed above . Winklix is leading Salesforce consultant in USA providing wide range of Salesforce services .