Tag: salesforce consultant in india

Posted on

Trending Future Of Salesforce Marketing Cloud in 2025

Trending Future Of Salesforce Marketing Cloud in 2025

Salesforce Marketing Cloud (SFMC) continues to evolve, offering businesses powerful tools to enhance customer engagement, drive personalized marketing, and optimize campaigns. As we step into 2025, new trends are shaping the future of SFMC, enabling brands to stay ahead of the competition. Let’s explore the top trends defining Salesforce Marketing Cloud in 2025.

1. AI-Powered Personalization and Automation

Artificial intelligence (AI) is at the forefront of Salesforce Marketing Cloud’s evolution. In 2025, AI-driven personalization is becoming even more advanced, allowing businesses to deliver hyper-personalized content based on real-time data insights. With Einstein AI, marketers can automate content creation, optimize send times, and predict customer behaviors with unprecedented accuracy.

2. Deeper Customer Data Integration with CDP

Salesforce Customer Data Platform (CDP) is playing a critical role in unifying customer data from various touchpoints. In 2025, deeper integrations between CDP and SFMC are helping marketers gain a holistic view of customers. This enables more precise segmentation, improved targeting, and more relevant marketing campaigns.

3. Advanced Predictive Analytics

Predictive analytics is transforming the way businesses engage with customers. By leveraging Salesforce Marketing Cloud’s AI capabilities, companies can forecast trends, anticipate customer needs, and make data-driven decisions. Enhanced predictive analytics tools allow businesses to create proactive marketing strategies, improving customer retention and engagement.

4. Integration with Emerging Technologies (AR/VR & IoT)

With the rise of immersive technologies like Augmented Reality (AR) and Virtual Reality (VR), Salesforce Marketing Cloud is embracing these innovations. In 2025, businesses are using AR/VR to create interactive marketing campaigns, enhancing customer experiences. Additionally, the integration of the Internet of Things (IoT) with SFMC is enabling real-time engagement and data collection, providing more personalized interactions.

5. Hyper-Automation for Campaign Management

Hyper-automation, combining AI, machine learning, and robotic process automation (RPA), is streamlining campaign management in SFMC. Marketers can now automate repetitive tasks, optimize workflows, and create highly efficient marketing campaigns, freeing up time for strategic initiatives.

6. Privacy-First Marketing and Data Compliance

With stricter global data regulations, privacy-first marketing is a key focus for Salesforce Marketing Cloud in 2025. Enhanced compliance tools and built-in security measures ensure that businesses adhere to GDPR, CCPA, and other privacy laws while maintaining trust with customers. Features like consent management, secure data sharing, and AI-driven compliance checks are becoming essential.

7. Enhanced Omnichannel Marketing

Omnichannel marketing is more seamless than ever in 2025, with SFMC offering improved cross-channel integration. Businesses can connect with customers across email, SMS, social media, and web platforms, ensuring a unified brand experience. AI-powered insights help optimize channel performance and deliver the right message at the right time.

8. Generative AI for Content Creation

Generative AI is revolutionizing content creation in Salesforce Marketing Cloud. Marketers can generate personalized email copies, ad creatives, and social media content effortlessly. Salesforce’s AI-driven tools help brands create compelling, customer-centric content at scale, reducing manual efforts and improving campaign efficiency.

Conclusion

The future of Salesforce Marketing Cloud in 2025 is driven by AI, automation, and customer-centric innovations. Businesses that leverage these trends will gain a competitive edge, ensuring meaningful customer interactions and increased marketing ROI. As SFMC continues to evolve, staying ahead of these trends will be crucial for businesses aiming to thrive in the digital landscape.

Are you ready to transform your marketing strategy with Salesforce Marketing Cloud? Connect Salesforce consultant in India to explore the latest advancements and drive impactful marketing campaigns in 2025!

Posted on

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 ,

Mithitesh

Salesforce Consultant

Winklix

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 .