KEY REASONS FOR OUTSOURCING SALESFORCE DEVELOPMENT
Outsourcing Salesforce development leverages companies to manage their Salesforce org in a better way. Salesforce CRM is a platform that helps organizations worldwide to maintain their customer data and increases leads and sales possibilities. So companies are hiring Salesforce experts as their extended team for enhancements. In this blog, CloudVandana, a reputed Salesforce partner in India, will discuss key reasons for outsourcing Salesforce Development. Organizations put in a lot of effort in hiring and maintaining an in-house team. Companies need to invest a huge amount of time and effort in interviewing, hiring, and managing teams, providing salaries, compensations, employee benefits, etc. Outsourcing Salesforce Development is the best way to overcome these challenges in a scalable manner. Let’s dive into the details. Key Reasons For Outsourcing Salesforce Development 1. Low Operational Cost Through this process, businesses can reduce a lot of operational costs both directly and indirectly. Organizations do not need to hire Salesforce professionals in-house on a full-time basis, which means organizations do not have to pay them when there are no active projects. So companies can save huge salary expenses as well as other miscellaneous expenditures. Based on the location and pricing format, hiring a remote Salesforce Development team is significantly less expensive than the traditional hire and development process. 2. Experience The Expertise Of The Best Resources It is a powerful customer relationship management platform with an easy user interface. But the brand releases three updates each year, along with a few add-ons and services, which sometimes seem a little complex. So, to experience the best features and make the best use of the platform, organizations should consider hiring an external team of experts who are well aware of every addition and well-trained to provide the best practices based on unique organizational needs. 3. Saves Energy And Time Organizations can save energy and time with this extended team model. They need to explain the business criteria to get the best result. Consulting service providers have professionals that can grasp the industry and business requirements which saves a lot of time and effort. When needed, organizations can keep track of the work progress and get follow-up from the external tea of developers. 4. Scalable Solution Salesforce Consultancy services provide a scalable solution to organizations. Organizations can make a contract with a consultancy firm like CloudVandana when needed and discontinue the contract when there are no active projects. So they can save a lot of time. 5. Maintain A Competitive Edge Understanding the competition is necessary to stay ahead of the competition. An outsourced firm does all the research and development work best suited for the organization and provides every assistance even after the deployment process. So organizations can focus on other sectors leaving the whole project’s responsibilities to the outsourced team. So in-house teams also can focus on internal projects and responsibilities as their workload gets reduced. Are you looking for CRM customization and Salesforce development for your organization? Please feel free to schedule a 30 mins consultation call with the Salesforce experts of CloudVandana, and access to the best expertise and quality to enhance your development process. Talk To Us Now. Request a Free Consultation YOU MIGHT ALSO LIKE
5 KEY TIPS FOR A SUCCESSFUL SALESFORCE IMPLEMENTATION PLAN
Salesforce is one of the most powerful and mostly used CRM platforms worldwide. To experience the highest benefits, a proper Salesforce Implementation process is essential. The platform offers applications focused on sales, customer service, marketing automation, analytics, and application development to help businesses. When it is appropriately implemented, it can give a high ROI. With endless capabilities, the process can simplify the work process of the enterprises to reach the goal faster. In this blog, CloudVandana, a reputed Salesforce partner in India, will share five effective implementation tips to simplify the implementation process. Salesforce Implementation Plan Planning and fundings are essential while implementing Salesforce. So good strategy practices should be there to get the full ROI of the investment. Organizations across the world choose this CRM implementation to increase productivity and revenues. Though the user interface of Salesforce is very user-friendly, it is always recommended to give the implementation responsibility to a team of Salesforce professionals. If the internal team is not capable of maintaining the responsibility, they can hire an extended team of remote developers for the best implementation experience. Based on the requirements of the organization, Salesforce implementation time can vary. However, it often takes 3 to 4 weeks, but sometimes it may take considerably longer. Salesforce releases three updates each year, so numerous changes happen on all levels and involves all organization employees. So proper training is required to train the in-house developers, which is a time taking process. But Salesforce Staff Augmentation services provide the best team of remote Salesforce developers so that the implementation and post-implementation processes can be error-free. Let’s look at the best implementation practices- 5 Key Tips For A Successful Implementation 1. Take The Proper Management Strategy The entire CRM adoption process will be successful when every team member uses the system. CRM is a project that includes every aspect of the organization. So management should take the proper strategy to build and inspire credibility. 2. Hire The Best Project Manager The project manager plays the most effective role before, during, and after the CRM implementation process. The person completely manages the whole process. So the person should have the capability to maintain the team properly, should be committed to the work, have an inspiring personality, and have excellent communication skills. 3. Proper Marketing Strategy Most of the time, online marketing gets underestimated. So organizations should ensure the proper promotional strategy for a successful online presence. Engaging posters, informative blog posts, and various social media campaigns can be created for better audience insight. 4. CRM Usage Guidelines And Salesforce Training Organizations should maintain some usage guidelines to experience the platform fullest. Without this, the process will be difficult for the sales manager to take out accurate reports and guide the team.It is challenging for people to maintain various operations if they are not aware of how to enter data into the CRM. The proper usage guidelines and training should be available to handle the system properly and overcome any challenges. 5. Hire A Salesforce Implementation Partner Lots of hard work is required to launch the Salesforce org, but a small mistake can ruin the whole process. So to avoid this risk factor, organizations can hire a Salesforce Implementation Partner like CloudVandana to perform the sensitive tasks. An expert consultant knows the potential issues that could arise during the implementation process. Many problems can e solved by utilizing the expertise of the implementation partner. Are you looking for a successful Implementation process? Please feel free to schedule a consultation call with CloudVandana and stay ahead of the competition. Call Now. Request a Free Consultation YOU MIGHT ALSO LIKE
SALESFORCE FLEET MANAGEMENT SOLUTION
Salesforce fleet management is an effective solution through which organizations can monitor their vehicles, observe their direction, fuel consumption, etc. Depending on the organizational requirements, Fleet management of Salesforce ensures the safety of the vehicles, drivers, and passengers. In this blog, CloudVandana will discuss the importance of a Fleet Management system for organizations. Salesforce Fleet Management Solution The application enables organizations to manage and monitor all their technicians, drivers, and vehicles. The functional modules may include various other features that provide the management and businesses with all-inclusive data. Fleet management is like a backbone to organizations that consider employee satisfaction as one of the significant metrics. It is the right option for businesses and entrepreneurs to manage a wide range of vehicles. It automates regular workflows and provides customers, drivers, and managers with easily usable software to provide customized solutions to all parties. Key Benefits Of Fleet Management Solution 1. Secured Platform It is a safe way for passengers when the company stores information about the drivers operating the vehicles. This also ensures the safety of the driver in case they face any threat from the customers. The solution tracks the operated vehicles if any abnormalities are detected and alert the team. So it provides safety from both ends. 2. Low Fuel Consumption The solution constantly updates the fuel consumption leading to decreasing fuel usage in the long term. It includes a destination path prediction to calculate the availability of the shortest distance to reach the destination with the lowest traffic. 3. Real-Time Tracking The solution makes it possible to track vehicles in real time, increasing efficiency and reliability. Sharing the real-time data helps in providing the convenience of estimating the pick-up and arrival along with the transmission of location data to the customer. Key Features of Fleet Management Solution 1. GPS Tracking The platform makes it easy for businesses to track their vehicles through a mobile application. The application provides accurate information to the customers. The system notifies the about the real-time location of the driver and same to the driver about the location. 2. Vehicle Maintenance A team of individuals looks after the solution. The advantage is gathering the information using the tracking system equipped in the vehicle and sending the report to the software, from where it is managed and controlled by the organization. 3. Control Of Fuel Consumption The solution provides data about the engine performance level and keeps track of fuel consumption. When the consumption level exists, the vehicle would need immediate attention from the company. 4. Dispatch Management The process means discovering the timetable available for use. As companies need to manage various vehicles, it becomes challenging to keep track of the booking and availability of each vehicle. Through this system, the whole process becomes seamless. 5. Safety Management As the software keeps track of the driver, it also provides information if the driver is fit to drive. This analysis is made by evaluating the driver’s posture, which then sends the information to the software along with alerting the management team of the software if the driver is unfit. This is strictly monitored by the companies as the driver is connected to the safety of the passengers. Are you looking for Salesforce Staff Augmentation services to implement and maintain the Salesforce org in your workflow? Please feel free to schedule a consultation call with CloudVandana, a reputed Salesforce partner in India, and get the full ROI of your Salesforce investment. Call us now. Request a Free Consultation YOU MIGHT ALSO LIKE
FLUTTER FOR ENTERPRISE APP DEVELOPMENT
In this present world, the average business prefers Flutter for Enterprise App development and has seen a considerable rise in their business growth. The platform has offered a great experience to developers and users. Flutter is an open-source UI software development kit created by Google. It is used to develop cross-platform applications for Android, iOS, Linux, macOS, Windows, Google Fuchsia, and the web from a single codebase. It was released in May 2017. There are several platforms and programming languages with their own set of pros and cons that users could choose for enterprise app building and maintenance. In this article, CloudVandana will discuss the benefits of Flutter for enterprise app development. Flutter App Development It is a cross-platform tool for developing Android and iOS apps with a single database introduced by Google. The programming language Dart is the foundation of Flutter. The platform can easily create high-performing apps. So, the development of Flutter apps is an excellent option for many startup app concepts. The mobile app may be completely functional, feature-rich, and have a native-like user experience with the assistance of the app development firm. The Benefits Of Flutter For Enterprise App Development Enterprise apps are the right choice for businesses of all sizes. These apps are known for user bases built for efficient cybersecurity. Enterprise apps provide them with extensive control of managing the data through process-wide automation. The platform has an extensive library collection with almost 4000 libraries and great support from the open-source community. So the platform has become the best choice for enterprise app development. Let’s look at the benefits of this platform- 1. Supportive Development For Native Apps Flutter provides great agility to integrate the apps with Android Studio, IntelliJ, and Visual Studio Code. These IDEs support the available computation devices type to meet the iOS build requirements. In addition, it provides developers with a huge collection of libraries to help with app development. The platform offers a Dart environment that allows apps to scale quickly. Developers just need to import Dart Packages to increase the supportability and functionality of the app. Flutter for enterprise apps is well-compatible with three test units, unit tests, widget tests, and integration tests. It is a cross-platform framework, so it can compile Android and iOS tool sets and merge native Android and iOS toolsets with enterprise CI/CD configuration to launch mobile apps to Google Play. 2. Efficiency The enterprise apps follow a layered architecture of levels connected internally. The levels include the presentation, service, business logic, and data access layers. Flutter allows developers to build secure networking to web resources, storage systems such as SQL databases, and library plugins that provide better hardware accessibility. The platform can interact with several open-source technologies for state management. Dependency injection is required to make the code free from various native platform processing. JSON Serialization and Deserialization for improved RESTful client and business app efficiency and usability. It provides minimal local storage to hold keys and values, allowing apps to continue functioning eleven after processing external databases. 3. The User Interface After finalizing the app architecture, the user interface is an essential factor in the success of the project. The platform supports Cupertino Widgets Widgets for iOS and Material Widgets for Android OS for this purpose. Designers can use Flare in Flutter to demonstrate animations. 4. Hardware Optimization Hardware optimization refers to mobile applications accessing device hardware-specific activities. The permission asked for various hardware usage varies depending on the application and use case. 5. Outstanding App Security All worldwide industries and governments have established online regulatory agencies that need app developers to adhere to internet cybersecurity standards. So, it is recommended to verify and comply with relevant regulatory standards while designing industry-specific enterprise applications. Are you looking for experienced remote developers to manage your projects effectively for a faster deployment process and want to experience all the benefits of various web and mobile applications? Please feel free to schedule a consultation call with Cloudvandana, a reputed Staff Augmentation firm in India, and experience a huge talent pool of expertise. Call us now. Request a Free Consultation YOU MIGHT ALSO LIKE
SALESFORCE LEAD MANAGEMENT AND ITS VARIOUS STAGES
Salesforce lead management is an effective system that allows users to measure the impact of marketing activities on the sales pipeline across all channels—setting up automatic lead scoring to convert more leads to opportunities and win more deals. In this article, CloudVandana will discuss Salesforce lead management and its effective stages. Salesforce is considered one of the most widely used CRM solutions available in the market and is popular for its customization facilities. The lead management module of Salesforce gives a comprehensive solution for end-to-end lead management processes, including lead generation, distribution, and qualification, including follow-up and conversion. So it is an excellent tool for managing leads. The process helps businesses to convert more leads into sales to earn more revenue. The included tools help enhance the process from lead creation to lead qualification. The process helps the salespeople to concentrate on the sales process and converts the leads into finished sales transactions. Let’s look at the features of Salesforce lead management. Lead Management Features The platform offers various features that can help the sales team to generate and manage effective leads and convert them into sales. Features include- 1. Lead Capturing Capturing correct leads is one of the most important tasks. This platform helps in this process by reducing manual entry by using existing information in the database, making it more convenient to capture valuable leads from websites. 2. Leads Validation The Salesforce Lead Validation feature allows filtering out the convertible leads based on business-specific criteria assisting the sales team in focusing on good leads. 3. Leads Assigning This Salesforce function automatically allocates to sales representatives based on industry, location, etc. The process saves time and effort for the organization by assigning leads automatically. 4. Lead Scoring Salesforce provides a score of the leads depending on their interest in the specific product or services the organization offers. So users can focus on the valuable leads for a successful conversion. 5. Lead Nurturing Lead nurturing helps users to send automated emails and messages to potential customers and helps them in converting leads to sales. Automated workflows help businesses to nurture leads and convert them to sales. 6. Conversion Salesforce’s lead conversion tool allows customers to track the progress of the leads from prospect to sales conversion. In addition, it helps in determining the effectiveness of the marketing strategy. 7. Customizable Dashboards The dashboard allows the user to access all the information about leads and their status. Users can use customizable tools to add filters to search for specific leads. 8. Lead management automation Salesforce Lead Management Automation increases the efficiency of an organization by automating repetitive tasks so that employees can focus on other important tasks. Stages Of Salesforce Lead Management Process 1. Attracting Prospects A huge number of leads increase the probability of more sales. The function consists of various features that can help businesses to get more leads by automating the lead-generation process. The Salesforce data import wizard tool helps users to import massive amounts of information pertinent to leads in one go. It enables users to import data from Excel spreadsheets, Gmail, Outlook, and other similar channels. 2. Identifying Sales Conversions Identifying and filtering useful leads is always a matter of concern for organizations. Identifying good leads prevents businesses from wasting their time and efforts on dead leads. So, there should be a standard criterion for lead qualification. Salesforce helps in the whole process of driving leads through it to convert them into sales. 3. Set Priorities Lead conversion is a time-sensitive process. If the sales team wastes time in response or other follow-ups, there is a high chance of losing the lead. Here comes the Salesforce lead management as a savior. The function helps users to utilize the best chances so that the sales team can respond quickly. It enables users to provide timely responses to potential customers to keep the interaction smooth to increase the probability of sale conversions. 4. Convert Quality Leads Into Opportunities The leads should be properly guided toward the path of conversion. A follow-up task can be assigned to ensure that leads do not remain leads for an extended period. 5. Nurturing The nurturing process is one of the essential aspects of the lead generation process. The nurturing process is sometimes overlooked, but this process should be handled with great care. The process should offer a personalized and customized experience to the prospect for a higher conversion rate. 6. Asses The Lead Management Salesforce CRM provides a centralized platform to users where they can store all the lead management data for better lead management. The team can use data analysis to find areas where the lead management process could be enhanced. This procedure should be done frequently to keep the sales funnel flowing smoothly. Users can track the progress of lead generation activities using various metrics like sales conversions and the number of leads. Are you looking for a Salesforce Partner to implement Salesforce CRM in your organization for a seamless customer experience? Please schedule a consultation with the Salesforce experts of CloudVandana or take the Salesforce Staff Augmentation service for end-to-end support. Call us now. 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5 SALES ENABLEMENT TIPS TO CLOSE DEALS FASTER
Sales enablement is the process of providing the sales organization with the information, content, and tools to help salespeople sell more effectively and close deals faster. Sales representatives can drive revenue to the organization with proper strategy. In this blog, CloudVandana will discuss five sales enablement tips to close deals faster. An effective Sales enablement program focuses on improving the sales representatives’ performance and enhancing the revenue while running the other processes seamlessly. The strategy drives measurable success for representatives and increases revenue. Let’s look at the details- Sales enablement is where sales and marketing overlap. The content can be anything that helps the sales team educate and nurture prospective clients. The strategy helps content connect more directly with how potential customers think and feel. 5 Effective Sales Enablement Tips Let’s look into the tips to convert prospects into customers and close deals faster. 1. Informative Content The most important thing about Sales enablement is that organizations can’t expect the desired result by constantly feeding marketing content to the sales team. They should identify the specific information they are looking for and should be ready to answer every single question a lead could potentially ask. The sales and the marketing team should be aligned properly so that the sales team can get an insight into the useful content and request further if any additional content is required. 2. Proper Alignment Of The Sales And Marketing Team Sales and marketing teams should be aligned to touch the goal faster. If they work toward different objectives, sales enablement content will not work. Most of the teams report this as an issue. So, they experience misalignment of strategy, process, and content. Organizations can connect sales and marketing teams by keeping a shared spreadsheet to track the key performance indicators. So, everyone can experience the same view of the organization’s progress and better understand how each department can help the team for enhancement. 3. Customer Queries The most valuable sales enablement content always speaks to the audience’s needs and pain points. The marketing team can sit with the sales team and take notes on the questions and concerns that arise. Those insights can directly shape content campaign ideas and the language used in the marketing and sales enablement messages. 4. Emphasis The Case Studies Marketers should prioritize the content based on the requirements of their prospects. So high-quality case studies should be at the top of the priority list. Case studies do not mandatorily close deals but help the prospects to take steps toward making a purchase decision. Sales and marketing teams can come together with the case studies that would be the most helpful in the sales process. 5. Salespeople To Share Their Unique Proposals Sales enablement content requires creative tweaking by the sales team at the moment. The Salespeople should feel empowered to improvise and add detail and color as they learn more about a prospect. So, instead of marketing starting from scratch with a new proposal or slide deck, organizations should share any of the versions that they have customized. So the whole team can take inspiration from how salespeople have personalized their approaches. Are you looking for an efficient CRM system to automate all your sales process so that more focus can be given to sales enablement? Please feel free to schedule a free consultation call with CloudVandana, a reputed Salesforce partner in India, and experience a seamless Salesforce CRM implementation or hire remote Salesforce professionals who can work as an extended team of your organization to keep you stay ahead of the competition. Call Now. Request a Free Consultation YOU MIGHT ALSO LIKE
ENTERPRISE APPLICATION DEVELOPMENT AND ITS BENEFITS
Enterprise applications are designed to integrate computer systems that run all phases of an enterprise’s operations to facilitate cooperation and coordination of work across the enterprise. In today’s digital world, the enterprise’s connection with its customers and employees is essential to obtain massive value from real-time data streams. Enterprise application development builds and deploys a scalable application for large organizations to help the requirements of their customers, employees, and partners to engage in the most effective ways. In this blog, CloudVandana, a reputed Staff Augmentation firm in India, will discuss the Enterprise Application and its benefits for organizations. Enterprise Application These applications aim to integrate core business processes like accounting, finance, sales, inventory, human resources, and services. An ideal application system can control all the processes in real time through a software architecture on a client/server platform. The system can help businesses by linking them with business partners, suppliers, and customers. Enterprise Application Development This process automates the functionality and workflow to empower users to complete their desired tasks in less time. While developing, developers should consider agility, speed, and scalability. Cloud computing enables developers to work on services and programs without any complex or time-consuming process. Users can achieve real-time collaboration and communication between the teams and the cloud platforms. Let’s look at the factors while choosing the cloud platform. 1. Security Customer applications depend on sensitive customer data that needs to be protected every time. The various policies can help ensure the security of the data. 2. Scalability Application development tools can scale according to the business requirements so that users can be benefitted. Development tools support massive data streams, including loT data, that can enhance business growth. 3. Application Development Tools Speed is the most important thing when it comes to developing these applications. So the tools used should be able to generate faster outcomes. 4. Ecosystem For Innovation Developing an application from the ground up can be a time-consuming task. An application development environment with pre-built apps and components developed by third parties can make a positive impact on product development, deployment, and delivery. Benefits Let’s look at the benefits of using enterprise applications- 1. Easier Business Planning With enterprise applications, organizations can easily plan and track performance. In addition, customer satisfaction and business expenses can be tracked. The dashboard on the homepage groups all the information into tables and charts, making it easy to comprehend the data. 2. Better Productivity These applications can automate repetitive tasks. So the tasks of managers and employees can be more manageable. So they can focus more on productive tasks instead of wasting time on repetitive tasks. 3. Improved Data Management Enterprise applications increase collaboration between different departments of a company. An agile enterprise application can provide all the information gathered by business applications that reduces data processing responsibilities. 4. Better Record-Keeping Enterprise applications help businesses in record-keeping and compliance. The built-in security system in the application reduces the risk of data loss. Are you looking for expert remote developers to complete your projects successfully? Please feel free to schedule a free consultation call with CloudVandana and build your success story with our Staff Augmentation service. Call Now. Request a Free Consultation YOU MIGHT ALSO LIKE
AGILE TESTING AND ITS 6 KEY BENEFITS
Agile Testing is a software testing practice that maintains the principles of agile software development. Previously, testing was a separate stage in the software methodologies. In the Agile methodology, testing starts at the very beginning of the project, even before the start of the development process. It is a continuous development process that runs parallel to development work and provides an ongoing feedback loop into the development process. In this article, CloudVandana will discuss Agile testing and its six key benefits. In Agile testing methods, testers are no longer a separate organizational unit; they are part of the agile development team. Sometimes, Agile organizations do not have dedicated testers or QA engineers. Instead, every team member is responsible for testing. On the other hand, some organizations have a team of dedicated testers, but they work closely with developers throughout the software development cycle. This allows testers to better plan the test processes, have more conversations with the developers, and bring a different position to the organization. Let’s look at the benefits- 1. Testers Are Involved From The Begining Software Testers are part of every process throughout the duration of the project and get the inside scoop. So testers can better plan the test processes. 2. Agile Testing Allows Early Testing Testing runs alongside the development process, where the releases are repetitive; the tester can test the product as it is being built as well as new requirements can be added. It also helps by detecting bugs. 3. Agile Testing Saves Time And Money This testing is product-driven, and less documentation is needed. The iterations need to be completed faster. For a continuous and error-free deployment process, regular feedback is given by the client for required changes for the enhancement of the product. So, the process can be done faster without wasting any additional time. 4. Testers Can Easily Write And ImplementTest Cases As testers are involved in the process, they have the best idea about the upcoming challenges and what will need to be tested with each iteration. So, they are ready with their test cases and test artifacts. 5. Agile Testing Can Satisfy The Businesses With The End-Result For every application, the focus area always remains to provide the best user experience and make the application user-centric. So, the conversion rate can be increased, and businesses can be expanded. When the survey and positive responses from the end users increased rapidly, the agile practice was the reason for it. So, less time spent on production, more time to market, and focused on the right and essential aspects that give better results and satisfy the end-users. 6. App Maintenance Becomes Easier Through this process, maintenance becomes quite easier. The agile approach involves multiple developers and testers. Due to the limited time available with the agile approach, automation testing can be carried out to save time and avoid repeated testing. Are you looking for expert developers to enhance your organization’s process? Please feel free to schedule a consultation call with the reputed Staff Augmentation firm CloudVandana and hire remote developers to stay ahead of your competitors. Call Now. Request a Free Consultation YOU MIGHT ALSO LIKE
5-Step Guide to Install Email Signing Certificate in Your Outlook
Are you looking to secure Outlook emails? Here is an ultimate guide on downloading, installing, and using your email signing certificates in the Outlook account. Cyberattacks are increasing, and attackers try to fetch sensitive information using different means. For example, email is one of the primary mediums for hackers to attack organizations. According to a report, high-risk email threats increased to 101% in 2021. Therefore, you should secure your email communications to avoid cyber threats. Email signing certificates can help secure communication between the organization and external parties. It allows businesses to sign emails and verify the sender’s identity through a certificate authority (CA) vetting. Businesses can encrypt all the contents of emails with such SMIME Certificates as attachments, messages, and more. Therefore, the security of your communication must install an email singing certificate to your accounts like Microsoft outlook. We will discuss installing such certificates on your outlook account and the significance of email signing. Let us start by understanding the email signing certificate. What is an email signing certificate? An email signing certificate is a critical public infrastructure (PKI)-based digital signature that enables organizations to sign and encrypt emails. It uses asymmetric encryptions where security keys for encryptions and decryption processes are different. An email signing process ensures that the contents of your message are secure both at the receiver endpoint and during transit. In addition, it offers security against man-in-middle (MITM) attacks. So, how does an email signing certificate work? Email signing certificate uses two types of security keys public and private. While the public key encrypts an email, the private key allows the recipient to decrypt it. The public key is available publicly, but the private key is assigned to the desired recipient only. Let’s first understand the email signing process and installation on the Outlook account. Installation of emails signing certificate on Outlook The email signing process begins with generating a certificate signing request (CSR). You can generate CSR through a utility tool like OpenSSL. However, the best way to generate CSR is to use order detail, but you need to be accurate with data, or else it can be rejected. So, let us comprehend the entire process gradually. Step 1- Generating the email signing request. OpenSSL is an open-source utility tool that you can use to generate CSRs and private keys for X.509 certificates. Especially if you are using operating systems like Linux or macOS, OpenSSL comes preinstalled. In Windows, you may need a Linux subsystem for OpenSSL. You can use a command to generate CSR with the OpenSSL, openssl req -newkey rsa:2048 -keyout PRIVATEKEY.key -out YourCSR.csr Every element in the command has its significance, openssl is the main command req is an OpenSSL utility you need to generate CSR -newkey rsa:2048 is essential for the generation of 2048-bit-based private keys -keyout PRIVATEKEY.key helps in specifying where you will save the private key file Similarly -out YourCSR.csr helps in knowing where to save the CSR file. The vetting process begins after your CSR and the private key is generated. Step-2 CA verification stage A CA will verify your details mentioned in the CSR to issue the email signing certificate. However, it becomes crucial to find a trustworthy CA. For example, Sectigo is a leading certificate authority that provides different certificates. It offers various options for email security for enterprises, startups, and small businesses. Once CA verifies your credentials and issues a certificate, you will receive an email with the bundle containing all the files required for the installation process. Step-3 Download and install the email signing certificate in the Outlook account The first part of the installation process involves downloading the certificate file in a PKCS#12 format. CAS like Sectigo will provide a link for downloading the file in your email. Next, you will be asked to create a password for the file and save it. For example, the process is straightforward if you want to install the Sectigo PAC Enterprise certificate on your Outlook account. The reason to choose Sectigo is faster issuance, ease of download, and installation. However, some CAs may not provide the certificate file in a PKCS#12 format. Here is how you can use OpenSSL to convert the certificate file to PKCS#12 format, Open the command line and execute the following code. One key to successful conversion to PKCS#12 format is matching the file name. So, your certificate file name and the one you use in a command need to match. openssl pkcs7 -print_certs -in mycertificate.p7b -out mycertificate.cer openssl pkcs12 -export -in mycertificate.cer -inkey privateKey.key -out mycertificate.pfx -mycertfile CACert.cer Now that you have PKCS#12-format file ready, it is time to install it. Step-4 Installing the email signing certificate file in Outlook The process of installing your Sectigo PAC Enterprise (SMIME) begins by login into your Outlook account. Now search for the options menu by clicking on the sidebar. Click on the “Trust Center” option in the settings menu. Now click on the trust center settings options, and a new window will open. Select the default settings option and provide details in the new wizard Here, set the default setting for your email signing certificate to S/MIME. Now it is time to select the Sectigo PAC Enterprise (SMIME) certificate in the “signing certificate” option. Once you click on the browse option to choose the signing certificate following pop-up window will appear on the screen. Once you click on “OK,” your email signing certificate will be installed in the Outlook account. Next, you can start signing your emails for higher security. Step-5 Signing your emails When composing your emails, go to the “options” menu and choose “more options.” A new window will pop up with different fields. Now check for “change security settings for this message” and choose the button below with the text, “Security Settings.” A new wizard will open where you need to tick the box specifying whether you want to encrypt the message and its attachments or not. Next, tick on the option of adding a digital signature to your email. Now add the installed certificate by clicking on the option “change setting.” Click on
WHAT IS SALESFORCE PARDOT? WHY SHOULD ORGANIZATIONS CONSIDER USING IT?
Salesforce Pardot is a SaaS marketing automation platform by Salesforce that offers email automation, targeted email campaigns, and lead management for B2B sales and marketing organizations. Marketing automation can automate various marketing tasks, including tracking customer activities, creating digital marketing campaigns, etc. It is a powerful B2B marketing automation tool that seamlessly works with the world’s leading CRM brand Salesforce. Today, in this blog, CloudVandana will discuss Pardot, the strong marketing automation tool, and why organizations should consider using this platform to enhance their organizations. Salesforce Pardot With Pardot, Organizations can easily generate high-quality leads, discover the most engaged leads, create various automated email campaigns for better engagement and align Sales and marketing. In addition, the platform can exploit the power of AI to transform marketing and sales efforts. So organizations should consider using this platform to automate every organizational process. Let’s dive into the details- Lead Generation Landing pages help to collect new names for the database of people who visit the page and show interest in the specific brand or service. This marketing platform enables marketers to create responsive and engaging landing pages with forms to capture visitor data immediately. The platform allows users to use existing forms on the website and pull data from them directly into Pardot or create a new Form. Email Marketing The email marketing tool provided by this platform helps to build emails quickly with the easy-to-use visual editor. The email marketing tool helps to build email quickly, and the Engagement Studio helps to send great emails with the right message at the right time. In addition, marketers can personalize their emails and customize the form address and signature to fit with a specific person in the organization based on the prospect criteria. Advanced email reporting can show how prospects are engaging with the emails at every stage of the campaign. This platform can help users by providing personalized and beautiful email templates for the sales team. Lead Management The platform allows the users to nurture the leads for a better success rate. The tools can guide the sales team by discovering the unique needs of the leads. Through Engagement Studio, marketers can automatically send emails based on downloads, time gaps, actions taken on a landing page, and other parameters. Alignment Of Sales And Marketing This platform can seamlessly connect the leading CRM and aligns the Sales and marketing team effectively. The team can track if someone has received an email, opened it, or clicked on the call-to-action button or not. These data help to have a better, more personalized engagement with the prospect. With the complete Pardot-Salesforce integration, the marketing team can measure and track campaign performance and draw insight based on the data. Artificial Intelligence Einstein is Salesforce’s AI technology. Organizations can use it to check the data from Pardot and Salesforce and use it for sales and marketing teams. Einstein can automatically show the most engaging prospect in the form of scores and insights. Predictive lead scoring provides a seamless, faster, and more accurate solution than traditional approaches. Are you looking for a successful Pardot implementation to experience all the benefits of this platform? Please feel free to schedule a call with the experts of CloudVandana, a reputed Salesforce partner in India, and stay ahead of your competitors. Call Now. Request a Free Consultation YOU MIGHT ALSO LIKE
