5 things to keep in mind when you are choosing your Consultant

1.Solid experience

A good consultant should have the experience to deal with challenges. She or he may not know your specific company or industry, but you and your people know your company and your industry quite well, don’t you?

What the consultant brings to the table is an experience in addressing the types of issues you face, Consultant’s customer testimonials and previous projects show their successful implementations. 

These consultants will often be able to leverage some of this work and knowledge to more efficiently build your solution.

2. Strong communication skills

A consultant should possess strong communication skills, verbal as well as in writing.

Perhaps more important than the Consultant’s ability to speak articulately and write eloquently, is his ability to listen.

3. Create excellent Bond

For any consultant to be successful in helping your company, a trust-based relationship should be there so that you should be comfortable to share sensitive details of your business.

Happy clients can point to great customer service. The client coming back to the Consultant is a very good indicator of a customer’s abilities.

4. Certification

Appropriate qualification shows their updated knowledge in their respective domain and the Salesforce technology upgrades. Salesforce certifications usually are a good indicator of a Consultant’s knowledge.

5. Dependable character

An effective consultant must be a person of the highest character and must be the polished professional.

The consultant must be there to put the best efforts for the client ahead of their own. The right consultant can add great value but the wrong consultant can destroy value as well as vision.


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Get things done with “Salesforce Task Management”

Salesforce task management software is the place where all the information you need in one single place where one can easily pull data to see what’s working and what isn’t. This broad knowledge helps you manage your resources better and target more profitable clients.

The main work of Salesforce Task Management is to manage the existing task, organize and prioritize your workdays. Handling specific tasks or distinct requirements of a project and multi-level task structure is where task management software works effectively.  You can easily schedule tasks and events, assign tasks to other team members, prioritize your tasks and events by the due date, and track events and tasks through custom lists, reports, and dashboards.

System automation can also be configured here. The task assigned and scheduled can also be viewed by people in the upper hierarchy. The task object has a list view called delegated task which allows you to view all the tasks you have assigned to others. Salesforce Task Management doesn’t allow you with any of the task dependencies.

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Why Pardot is the best Marketing Automation tool for Salesforce?

Pardot is a software as a service (SaaS) marketing automation platform by Salesforce offering email automation, targeted email campaigns, and lead management for B2B sales and marketing organizations.

Comparing  Pardot with other marketing automation software packages here are my reasons why I favour Pardot for mid-sized and larger B2B companies.


 1.An easy tool for impactful email marketing

Pardot provides the Intuitive Email Builder mainly to build professional emails using their visual editor which consists of  Responsive, out-of-the-box templates, Custom design capabilities, fast formatting options and hosted content. It also provides the Powerful Automated Engagements which sends the message at the time specified which is basically Scheduled email sending and also Autoresponders for your forms and landing pages.


2. Prospect Grading and Scoring.

Lead scoring, when used in tandem with lead grading, can ensure that only the most qualified leads get passed from marketing to sales. Pardot allows you to distinguish who is most interesting to you (lead grading) and who is most interested in your products (lead scoring). This allows you with sales efficiency as well as deep customer insight.


3. Nurturing Leads

When an anonymous website visitor shares enough information about themselves to become a qualified lead, it means they’re interested in your brand. Lead nurturing campaigns help marketers build strong relationships with prospects, from their first interaction to the time they’ve become a frequent return customer.

Pardot provides the most convenient platform for lead nurturing. All custom content paths can be seamlessly synced with your existing database and tools.


4.Detailed Prospect Tracking

Sales prospecting is the process of searching for prospective customers or clients from your pool of leads, with the goal of identifying qualified potential buyers that can move through your sales process and convert into paying customers for your business.

Pardot has the ability to website track readers even before they become registered prospects or customers. Pardot also offers to track like webinar social media, Google AdWords, etc. It gives you powerful insights into prospects interests and requirements. Pardot gives you an incredibly powerful sales-oriented marketing machine on hand.

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How to manage a project end to end in Salesforce!!!

Project management is something that holds the base of any successful project. An organized way of handling a project contributes 90% of the success of the projects. Tasks and events with a deadline are the main factors of a project. It’s very important to have a dedicated team that defines project scopes, plan timelines, and deploy with QA tests that ensure good work at the end.

Salesforce project management helps to a greater extent to achieve this.

Currently, there is no project management module on Salesforce cloud platforms. Though the powerful platform abilities can be used for Lists with tasks, subtasks and milestones that includes due dates, statuses, and assignees, tools for managing and tracking tasks, Notifications that keep teams up to date on projects,  convenient views of the project structures, collaboration features, such as feeds, chats and forums, interfaces that are optimized for mobile devices, the ability to report on task statuses, etc.

A lack of specific project entity implies that the platform needs customization to be used for end-to-end project management.

Using  AppExchange for project management :

Some of the salesforce project management plugins available on AppExchange are Taskfeed, TaskRay, and Mission Control. They seamlessly integrate into the platform and use its CRM data.

The customer handling team of any firm has to be very well equipped with all the required functionalities, You either need to customize your Salesforce CRM system or use a plugin offered by Salesforce AppExchange.

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Design applications on your own in “Salesforce”

With the Salesforce Platform, you can design your own app and also make changes to it yourself. With the excellent built-in features of Salesforce, you can build apps with very little effort with just point and click.

An app is a collection of objects that work together to serve a particular function.

Steps to create a simple app :

  • Click on the Setup option given next to the Application name visible in the top right corner.
  • In the Quick Find input box, go to build->create->apps from the drop-down menu.
  • From the apps screen, choose New option then choose custom apps.
  • Provide a label to the application. Click on the Next option.
  • Give a profile picture to your application, click on Next.
  • Add tabs required then Click on Next again
  • Select multiple profiles that you want to assign to your application and click the Save option in the end.

Create tabs:

  • Click on the ‘ +’ icon in the Tab Menu.
  • Now choose the Customized Tabs option from the right side.
  • Add the tabs required and Click on Save option.

Other than standard tabs, you can also create custom tabs based on the application requirement.

Create profiles :

  • Navigate to Setup -> Administer -> Manage Users -> Profiles
  • Now clone any of the existing profiles by clicking on Edit option.

After the tabs and profiles are ready, you can provide data into it. 

Create custom object and custom fields :

  • Navigate to the Setup -> Build -> Create -> Object.
  • Choose the New custom object option.
  • Fill the object name and Description. Click on Save.
  • Once the custom object is created, it can be added to the Tab Menu.
  • Navigate to the Setup -> Build -> Create -> Object.
  • Now select the object in which you want to add fields.
  • Scroll down the custom fields or relationships for that particular object and click on the ‘New’ option.
  • Now define the data type for the field and click Next.
  • When you are defining fields, don’t forget to consider rules and check on the length of the field, name, and description.
  • Click Next and select the proper profile for the field that can be changed later.
  • Select the page layout suitable for the field.
  • Click Save.

By following the above steps, you can create your own Salesforce app and start managing data into your Salesforce Org.

Now if you want to get up and running more quickly, you can also contact us and we can help you get up and running!

We can get you up and running within a couple of days on a basic application built on Salesforce platform.

Want to experience Salesforce? Contact us!

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