Tag: salesforce consultant in New York

Posted on

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.

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

Why has the Salesforce Marketing Cloud assumed significance among businesses?

Why has the Salesforce Marketing Cloud assumed significance among businesses?

In case you have a business or want to start one, what is the most significant thing you should work on? Without a doubt financial assets are critical. But, business isn’t only about trading goods or services. It is a must to have cordial relationships with your clients. Marketing is all about Customer Relationship Management (CRM). CRM is an integral aspect on which every business is based upon.

However, in case you require the best CRM for your business, you would want the best tools as well. This is where Salesforce Marketing Cloud fills in the blanks as it accelerates your business through specially designed tools. These tools happen to be technically superior and help you in knowing your customers inside out and this in turn, maximizes your profits. Hence, let’s delve into Salesforce Marketing Cloud and its various benefits.

Also Read : What is Salesforce ? It’s Features And Pricing ?

Main attributes regarding Salesforce Marketing Cloud

In a nutshell, salesforce brings companies and their customers together. Salesforce has got an integrated platform which aids you in handling marketing, sales, commerce, and services in one go.

‘Salesforce Customer 360 Platform’ is really trustworthy and you can count on it to get your work done. It gives an individualized experience to your customers by which you can gain other customers as well. If you employ Sales Cloud to tackle sales tasks and customer contacts, you’ll witness an increase in:

  • Win rates by 43%
  • Enhance rep productivity by 44%
  • 37% in bottom line
  • These apart:
  • Provide incredible shopping experience to your customers
  • React instantly to customer support matters
  • Automate time-consuming activities with customized apps and so much more.

Why opt for Salesforce?

Prior to getting into the reason behind selecting salesforce and Salesforce Marketing Cloud Benefits, it is pertinent to emphasize their values. Values imparted on their platform are unique in ways that they separate them from other companies in digital marketing solutions. Salesforce has developed a tradition and legacy of trust through which they encourage each other and the industry via their ideologies. Salesforce is devoted to transparency and total sincerity. They are of the view that profits can spike via honesty as well. While utilizing Salesforce users get several benefits. It is up to the user how they leverage the platform to enhance the scope of their business and CRM. These happen to be some of the Salesforce Marketing Cloud assistance.

Some of them are:

It maximizes your power to spread business across several markets by assisting you to connect with the bigger market. For example, you have merged apps with AppExchange, which helps you connect to the world’s biggest marketplace. Going by its name, it aids you in increasing your sales by linking directly to each customer. The sales employees in your company can obtain access to this platform with ease to learn the requirements of your customers well.

7 advantages of Using Salesforce Marketing Cloud

1.Customize with ease

Salesforce bestows you with the authority to customize online marketing tools as per your market base. With customization tools, you are free to offer a personalized touch to every customer devoid of any hiccups.You can even utilize integrated apps to learn about the several requirements of your customers. The customization aspect helps you in dealing with different customers in line with their issue. This facility apart from bettering your revenue also assists in multiplying customer base.

2. Aids in adapting to changes

There are some businesses that are very trustworthy and the reason for the same is that they have a good knowledge of the psychology of their customers. To take your business to new heights, you should be flexible enough to change in line with the transformation in the market. This is where Salesforce gets into action. It assists you in adapting to the change better in line with the variability of your customers. It even aids you in learning the underlying shift in the pattern of customers. Through this platform, you derive the power to make right decisions at the right time. This is the best part of Salesforce Marketing cloud.

4. Absolute safety

We are living in a world where data gets stolen every minute. Salesforce platform is ideal to counter such a threat as it provides ultimate protection against the misuse of data. By evaluating the data, you can secure your business from all threats emanating from cyberspace and your business rivals. It even assists in the encryption of data between your company and the customer. Also through Salesforce you can safeguard your customers from different kinds of stealth. And by providing high security, you can build loyalty and trust among your customers which can be beneficial for you in the long run. So, security is very vital when it comes to customer and company management, and Salesforce provides you with the same in abundance.

5. Increased Sales

With all the salesforce Marketing Cloud features at you disposal, the sales will also go up. The spike in sales differs in proportion to the security you offer to your customer. Also, it got custom-specific platforms and apps, which aid you in establishing connection with your customers via a single touch. This facilitates increased sales as well. Further, through data analytics offered by salesforce at an economical price, it becomes convenient to concentrate on big data to hike your sales by a huge margin.

6. Innovate easily

When the sales part is taken care of very well by Salesforce, you get plenty of time to involve with your customers and this leads to innovation. That’s the reason Salesforce is considered ideal. With this platform, you can come up with innovative ideas and execute them directly to learn the optimal returns of ideas. It is assumed that innovation can come out at any level in the hierarchy. Considering the same, this platform offers opportunities at various levels to every user. So as to have innovation to benefit the entire community and business.

7. Helps in making decision

Decision making is very critical in an organization. Now decision making can only be effective if you have administered information presented professionally. So, Salesforce aids you in better decision-making as well. The platform assists you by providing every information collected graphically. Also, it enables you in foreseeing the future trends, thereby rendering your choices very precise.

Spreading happiness

Armed with these features and your toil and diligence, delight of your customer is totally assured. It goes without saying that, if your customer is satisfied and content, you will benefit immensely as well. This is what Salesforce does for you: It can take your business to a new level altogether. That is the reason why Salesforce Marketing Cloud has gained currency across the globe as well.

Finally

In the end, it can be safely said that Salesforce isn’t only about buying or selling. It’s got to do with increasing happiness via connectivity and power for the benefit of customers as well as business. Salesforce tools are not merely materialistic assets, but they serve the purpose of entertainers, who give immense joy in several ways while toiling excessively internally.