Posts

Posted on

How To Customise SalesForce Opportunity Stages

salesforce customisation

One of the best features offered by Salesforce is their ability to carry on the sales process with transparency with a special tab called ” opportunities ” . This tab includes list of all opportunities with their actual statuses to track each deal efficiently , which in turn help salesperson to track deals on real time basis and close them efficiently .

Salesforce opportunity tab facilitates you with many opportunities , that many companies might miss while not using it .

Why To Use Custom Salesforce Opportunity Stages

In general SalesForce opportunity stages represents key milestone which in turn consist of following milestones :

    • Prospecting
    • Qualification
    • Needs Analysis
    • Value Proposition
    • Id. Decision Makers
    • Perception Analysis  
    • Proposal/Price Quote
    • Negotiation/Review
    • Closed Won
  • Closed Lost

 

In general SalesForce in relation to sales call by company might not be of many use of many companies in general . Different companies have their different sales calls and flows and hence follow specific set of their guidelines which is apart from the milestone stated above . For instance companies which have a complex sales cycle which in turn also needs regular communication may need some extra level of opportunities , which in turn help sales manager in meeting their customer expectation . On the other hand same level of milestone may be proven excessive for companies with simple sales process . This is the challenges that is faced by an organisation and hence to make it easier we have prepared a specific sets of checklist in order to provide you with salesforce customisation service in relation to your salesforce opportunity stages . But in case you encounter any difficulties in your sales cycle and customisation process  , you can right away contact our dedicated salesforce consultant and developer  .

Important Steps To Customise Opportunity Stages 

1. Draw Out Your Sales Process

Who will be the end user of your opportunity stages features in Salesforce module ? It is obviously sales manager of your organisation . The best way is to map out your entire sales process and determine which of them perfectly suits your sales cycle and which one needs further customisation to adjust your sales process . You should primary aim at simplifying the complex procedure for your sales manager to make him understand what to use and how to use at what time.

2. Define Entrance And Exit Area For Each Stage

An opportunity stage never consist of only single milestone , rather it contains series of milestone which needs to be followed in order to move to the next stage . That is the reason each stage requires sets of activities to be accomplished in order to push the opportunity forward to next level . If you wish your sales manager could easily pass on next opportunity stage , always create a list of stages . For example , your sales manager will have to follow these stages if they wish to pass from ” Qualification ” to ” Need Analysis ” .

  1. Hold meeting
  2. Generate requirement list

Then during the need analysis stage , your salesperson with required some another sets of activities in order to proceed with next stage such as :

  1. Reviewing requirement of lead
  2. Decision maker identification
  3. Identifying measures to meet requirements
  4. Budgeting deal amount and adding the data to Salesforce
  5. Updating estimated closing data and entering in the system

3. Considering Percentage Is Beneficial

Percentage denotes the opportunity stages in which the sales lead has reached , which in turn also defines the sales grows . Assigning of percentage by companies at different level of opportunity stages will give you with probability of the sales closures . Out of the box SalesForce CRM are well equipped with predefined percentage in relation to standard opportunity stages . However this data is common for all specific sets of companies , so that is why Winklix strongly suggest customisation of probabilities service based on your historic data .

4. Revision Of Opportunity Stages

As sales cycle is something that changes continuously , it is always advisable to periodically revisit your sales process in order to ensure opportunity stages that are still being relevant .

Customisation Opportunity Stages And Better Revenue Forecast

SalesForce CRM shows opportunity pipeline report in order to show the entire open pipeline and probability analysis . These reports are always proven beneficial for any company which further allow them to plan future cash flows and revenue .

Winklix offers a wide range of salesforce customisation services to tailor your business needs .

Posted on

Challenges In Enterprise App Development And Measure To Solve

Challenges In Enterprise App Development And Measure To Solve

Are you a developer developing enterprise mobile application ? Then I am pretty sure that you are aware of the challenges that you might face during your journey of development . But assume a situation wherein you are already aware of the problem and solution in respect to that !

Seems to be life saver , right ?

Due to technical world is dynamically changing , providing satisfactory service to business operations had become a challenging task in respect of requirement , budgets , deadlines and technology support , which may change overnight . So if you are one of those developers who want to deliver an awesome app irrespective of the challenges then simply go through till the end of the article to know the way out for the challenges you are facing .

Challenge #1 – Change In Business Requirement By Client

Every developer might have faced this situation . You might have done your all day task , and then the email comes with the client about the new requirement . Bam ! All your coding goes into chunk and the new task might seems you like a big mountain to which to have to climb up . But you are left with no other alternative than to climb up in the mountain with the new requirement .

Measure To Solve :

As a developer you have to follow modular approach of building the code in a way that each functional module should be built separately to save your efforts for entire product . In case the changes comes in , you necessarily need to alter few modules only and rest stays the same .

Challenge #2- Security Issues

Enterprise apps are not like other simple apps , but it contain high level of enterprise and mobile data that is highly crucial for business organisations . We all are also aware that now a days enterprise apps are more moving towards cloud for storing of data and other procurement , as a the data is all getting uploaded on cloud , the risk of data being hacked has also been increased . Enterprise app developers can take care of data hacking by providing security patches , data encryption and more .

Measures To Solve :

Hackers try to find the weak security standards and hacks the data from breaking the weak point .Performing penetration testing  can help avoid hackers to hack soft spots .

Challenge #3 – User Interface

The app will become clutter and complex if user interface is not taken into consideration . Assume of an app that is so complex to understand that you are not even to perform a single task in it , will you use it ? Of-course not ! If a user does not finds app to be user friendly , they might never come back to you . So the best solution to this problem is never every try to underestimate the user interface of the app to get the best value of your app . A good mobile app development company is one to develop apps that makes employees more productive and at the same time teach them to struggle with complex interface .

Measures To Solve :

Prototyping is one of the best measure in order to come up with best app . You must proceed to designing of the app once prototype of the app has been approved by the client .

Challenge #4 – Technological Change

Technology is continuously changing and new technology and frameworks is rapidly stepping into the technological world . We all are aware of recent technological advancement such as AI , Blockchain , SaaS and more .Innovative , affordability and competitive advantage is what is needed for successful app delivery .

Measures To Solve :

You must make your app future enabled with coping up with the latest technologies and challenges that should be used in Enterprises apps , which in turn help you in saving efforts on reinventing the whole wheel .

Challenge #5 : Interconnectivity Issue With Third Party Applications

Any enterprise can’t only rely on mobile apps . A mobile apps must have the capacity of integration with existing setup of any enterprises , ie CRM or ERP to make it do final job . There might be a situation that the app that you have made may be missing technology stack of making a connection link between multiple technologies .
Measures To Solve : 
 
The app market is already equipped with lot of interoperability frameworks which enables interconnecitvity between various applications and remove the barrier driven approach .

Challenge #6 : Meeting The Deadlines

This is one of the most common issue that most of the developers have faced while dealing with the app development process . The job of mobile app development company is never been an easier task as it involves developmental process . As a mobile app developer , you must focus on bigger task as after all it is development and will take time but at the same time make sure that you meet deadlines . It is often seen that developers fails to meet the deadlines due to dynamically changing technology and project ideas of the customer .
Measures To Solve : 
 
Always try to follow an agile mythology to complete the task within timelines . At the same time also try to deliver quality product with best quality assured .

Challenge #7 : Maintenance Agreement

Maintenance of any kind of app is important in any kind of enterprise app development . Developers must be fully capable of up keeping with all the issues , bug fixation , security patches . Although maintenance of the app is not a tough task , but it may turn challenging in case you have overloaded the app with fresh products .
Measures To Solve :
The solution to the problem can be solved by including all viable points in the maintenance agreement of which your support is limited to . It is also always advisable to offer a non paid maintenance limited to 2-3 months only due to continuous technology change .
Posted on

Custom Software Development Outsourcing Benefits

custom software development company

Unlike product market ,  software industry is somewhat that needs to be upgraded from time to time to meet the business process automation as per the specific nature of the business . Now as we all are experiencing uprise in technology in every industry , business are finding custom software development only viable solution for managing and streaming business process . Custom software development are always in demand as different business having their different demand which is unique from other company in the same industry . That is why one set of software cannot be perfectly fit for all business type .

Why Outsourcing ?

Entrepreneurs are always looking for solution that is quick , more productive and cheap . Nowadays technology has taken the responsibility to facilitate entrepreneurs to accomplish their job anytime anywhere . When it comes to cost effective solution , outsourcing comes out to be the best way rather than employing engineers for specific software development . Lets quickly look at some of the reasons why to outsource custom software development work :

Cost Effective Solution

Outsourcing your software development needs to some third vendor is altogether a different task , but at the same time you are passing on the responsibility to develop your custom software to the professionals who has the ability to deliver you the best solution so far .

Low Cost Of Operation

With outsourcing , you will fortunately save the investment along with the infrastructure that is needed for developing and maintaining the custom software requirement . At the same time hypertension to meet the deadlines and focus more on core business cuts off the overhead cost .

Management Of Time

Your time won’t go into waste as you have outsourced the software development task and is focusing on the core task of what you are specialised in . The best software development company will always focus on meeting the deadlines at no hidden cost .

Why Should You Outsource Custom Software Development ? 

Business Productivity And Cost

Offshore developer builds software in 50 percent less time and cost while comparing with building a custom software development right from scratch . At the same time other cost such as electricity , taxes , equipment maintenance are not the subject to consider while outsourcing .

Expertise Developers

Hiring developers who are expertise in their field gives you a wider scope to find best talent available.  Hiring a best talent will always give you unlimited opportunities to explore their talents from their years of experience . As we all know experience always counts and add on positively towards your software development projects . Therefore the project finished early , increase the accuracy and saves cost .

Product Quality

The team size is what needs to be scalable when you are trying to build more robust solution . The better the quality of code , better will be the scalability to expand for future requirements .

Core Business Value Focusing

It is the fact in the world , as your business grows so is the workload . If your present staff are not capable of doing some extra work due to their pre occupancy of their present work , outsourcing the the best way out to handle programming process and take off the extra workload from the head .

How To Choose Right Development Company

Once you make made your mind for outsourcing the development project , the next most important question is how to choose the right software development company for your outsourcing needs. The information about their past project , delivery time , positive as well as negative reviews are essential to read before passing on the project to any software development company . It is fact that rating shows the trustworthiness in the market in order to hire for future partnership .

 

We are recognized as a top Drupal Website Design Company on DesignRush .