SALESFORCE WORKFLOW AUTOMATION BENEFITS
Salesforce has been recognized as the world’s no. 1CRM software. According to them, a salesperson only spends 34 percent of their time selling. The surveyed sales representatives stated that they need to spend too much time on other tasks like managing emails, logging activities, imputing sales data, finding the contact person, follow-ups tasks, etc. If these other processes can be automated, time will be saved and salespeople can concentrate on sales for the growth of the Organization. Following are the few benefits of Salesforce Workflow Automation. 1. Automation expands competitive advantages. Salesforce workflow automation can help businesses to increase their sales by up to 29%, sales productivity by up to 34%, and forecast accuracy by 42%. If an organization adopts Salesforce workflow automation for their Sales team, their highly trained and skilled sales team can concentrate on selling, not on administrative tasks, so the company’s growth can reach the target. 2. Automation processes not only gear up the tasks but also provide reliable information and productivity. By decreasing the manual data entry process, an organization can save time on data entry and remove human error certify more accurate, consistent, and complete information in the database. In addition, it is cost-effective for any organization. 3. Salesforce workflow automation ensures to get the right information to the right people at the right time when handling leads. For example, if a lead comes, automation ensures to nurture the leads properly and prevents the lead from falling through the cracks. 4. Salesforce workflow automation makes the sales team activities smooth. A sales manager can identify the individual performance within the sales team. So it becomes easy to identify the efficient employees and the ones who might need further training. 5. Salesforce workflow automation provides step-by-step processes, so there is no chance for a process to be accidentally skipped. Sometimes new salespeople skip some steps during a deal which they shouldn’t. Automation adds a format and accountability for the sales team so that no steps get skipped and the sales team leads to a high win rate and overall shorter sales cycle. 6. Sales Manager can access the visibility into workflows and tasks to get a proper idea about the position of the lead in the sales funnel. If the lead goes unmapped or any other activities become unfinished, the sales manager can make an adjustment to the sales process or workflow. 7. Salesforce Workflow Automation provides consistent results capturing measurable and actionable data. So it becomes easier for a sales manager to make informed decisions. A well-organized sales process amongst team members makes the conversion rate higher. For example, they can have an idea about all the phone calls and campaigns clearly through the automation process to convert the leads into customers. 8. Any change is easier to manage through Salesforce Workflow Automation. Automation Increases the speed and efficiency of making changes within an organization. There is no need to schedule or work for each individual department to implement a change as it makes the process universal. 9. Salesforce Workflow Automation upgrades the onboarding and training process for new employees. 10. Automation gives the opportunity to implement best practices. A sales manager or a marketer can A/B test and compare results and choose the best to automate the winning process. CloudVandana is flexible enough to automate processes and succession for every role in any department. Each department can create multiple plans to enhance the organization assuring no business falls through the cracks. Request a Free Consultation YOU MIGHT ALSO LIKE
HOW TO SELECT THE RIGHT SALESFORCE CONSULTING PARTNER
Nowadays Salesforce is the backbone for every organization. Salesforce has been recognized as the world’s no 1 CRM. Thousands of companies trust Salesforce for their services. A Registered Salesforce Partner can implement the right and personalized Salesforce CRM according to the company’s needs so that the company can enhance its sales and development through the platform. A company needs to identify the right Salesforce Consulting Partner for its growth. It looks like an easy process, but in reality, it is not. An organization needs a technical expert team to implement the whole CRM process to strengthen the organization. A wrong Salesforce implementation can be devastating for the company in long run. An organization should consider the following factors to choose the right Salesforce Partner. 1. Proper Research Online research is one of the best ways to research anything. So before choosing the right Salesforce Partner, proper online research should be there. An organization or a small business owner can shortlist the potential Salesforce Partner, then they can visit their website, videos, case studies, testimonials, blogs, and then can book a free consultation call, and then they can select the right Salesforce Partner. 2.Network An Organization can use its network to understand the proper requirements and connect with a similar organization for their recommendation. But they have to keep in mind that, every organization has its own policy and requirements, so which went very well with the other company, might not be same for another organization. So the organization needs to consult with the Salesforce Partner regarding their proper requirements during the consultation call. They can also follow the social media pages of Salesforce Partner like LinkedIn, Twitter for a better understanding. 3.Proper Mode Of Communication Instead of business proposals on paper, an organization can ask for videos, demos, or live calls for a proper understanding so that they can meet the business expectations. A reputed Salesforce Partner always communicates with the clients, so that they can express their requirements in detail. Cloudvandana has a huge list of satisfied customers for their great communication process. 4.Industry Expert An Industry expert Salesforce Consulting Partner can help any organization to meet their project requirements, deadlines, reach the target by best implementation processes. An experienced partner will always educate the organization to solve any kind of problem as they build a strong understanding of their needs even before taking the project. 5.Sufficient Team Size This is very important to understand if the Salesforce Partner has a sufficient team size or not. If they have a sufficient team according to the project requirements, they can deliver the project on time. If the partner has experienced Developers, Admins, Business analysts, and Consultants in their team, they can boost your implementation as wee as other CRM-related problems. 6.Salesforce Certifications Salesforce certification is another important factor while choosing the right Salesforce Partner. Salesforce conducts a strong certification program that offers credentials for Salesforce Developers, Salesforce Administrators, Consultants, Architecture, and Associates. A partner should have at least Administrators and Developers Certifications. The other certifications depending on the project’s need. A Salesforce Partner should also be updated on the most recent Salesforce release. 7. Review And Ratings An organization can check the ratings and reviews of the Salesforce partner before selecting the right partner. Ratings can be viewed on Salesforce-owned communities like Trailblazer or AppExchange. 8. Constant Support Support is another important factor while choosing the right Salesforce Partner. Constant support is essential as Salesforce releases three updates a year, so staying updated is very important. An organization needs to select a partner that can provide support whenever needed. 9.Budget Salesforce Projects are a bit costly, so instead of searching for an economic Salesforce Implementation, the decision-maker should select the most comprehensive and time-efficient Salesforce Implementation. A reliable way to calculate the total cost of the implementation is the total cost of ownership, which factors in the cost of the product licenses, services, internal cost, and long-term maintenance cost. 10. Long Term Engagement After selecting the Right Salesforce Partner, it is better to stick to them, trust them, work together, exchange ideas, and make a long-term engagement. These upper mentioned points will definitely help to select the Right Salesforce Partner and enhance the business and keep the organization one step ahead of its competitor. Request a Free Consultation YOU MIGHT ALSO LIKE
CUSTOMER 360, A SINGLE INTEGRATED PLATFORM
A customer 360 platform can help you understand your customers better and provide personalized experiences. Discover how to implement it in your business today. Creating an absolute customer experience across multiple platforms and channels is the main target of any business or organization. It not only makes the bond stronger between the customer and the organization but also helps in business growth. The achieve this targeted result, any organization needs the right digital solution. Salesforce Customer 360 is the single integrated platform that will guide to move the business forward. What Is Customer 360 Salesforce is the industry leader in CRM solutions It constantly invents software solutions to help businesses with flawless operations. Salesforce Customer 360 covers the full span of Salesforce Software Solutions. In a word, Customer 360 is a combination of Salesforce’s software solutions. Salesforce Customer 360 is a single integrated platform that helps businesses connect with their customers by promoting internal operations. Customer 360 amplifies the internal system by combining analytics, sales, marketing, service, commerce, and IT under a single platform. Customer 360 builds a comprehensive customer profile and ID that is accessible across all Salesforce and external applications. Every member of the team can access the data to help the customers for a smooth customer experience. Customer 360 Truth Salesforce combined all its existing solutions to form Customer 360. A further portfolio was created by Salesforce to increase the potential and function of Customer 360. The portfolio is called Customer 360 Truth, which can take the platform to the next level. This add-on consists of four main integrants. Identity, Data Manager, Audiences, and Privacy Center. Let’s have a look at the detailed features of these Customer 360 components. Identity Salesforce Customer 360’s Identity Component provides a single worldwide identity for customers, employees, and partners. This feature helps organizations control data sharing, applications, and users securely across multiple platforms. Creating and maintaining a single sign-on makes things easier and more secure. Two-factor authentication adds an extra layer of security. As customers can use their social media accounts to sign up, logging in became easier for them. Data Manager For any organization, it is very crucial to keep the data safe and secure. As digital operations are increasing day by day, it is very important to keep the data secure. Customer 360 data manager is a strong data management tool that manages the security of all confidential data across all channels, including the cloud, third-party systems, and organizations. The data manager is an important asset for sales and support teams within the organization as it personalizes the sales process and improves service efficiency. Audiences The Customer 360 audience is another important tool for sales and support teams. It gives access to the team to provide a customized experience to the customers. Customer 360 audiences create custom audience segments based on strings of contact. Any organization can manage these customer segments through the simple low-code interface by dragging and dropping elements. Salesforce audience provides an accurate scenario of the target audiences. Privacy Center Customer 360 privacy center provides strong protection and gives access to customers to visualize and control their data. When some data is no more useful to an organization, they can archive it within the Privacy Center. Salesforce Customer 360 not only increases the capability of the organization’s internal operations but also remarkably improves customer satisfaction. Registered Salesforce Partners like CloudVandana can assist with some more valuable advice about Customer 360. Request a Free Consultation YOU MIGHT ALSO LIKE
WHY SALESFORCE IS IMPORTANT FOR YOUR BUSINESS
Companies need to understand their customers first to run a business. Salesforce helps them to connect with their customers in a personalized way and helps the companies to grow their customer base. Salesforce is also used by companies to assist with marketing, sales, and analyzing performance. Today, companies need to adopt advanced technology to optimize key business processes to provide a customized experience to the customers. As a result, Customer Relationship Management (CRM) needs to play the most important role to fulfill the customer needs. Since its foundation in 1999, Salesforce, a cloud-based software company is performing beyond the satisfaction of countless vendors and solutions. Why Salesforce Is Important If you are new in the field of CRM or you have a bad previous experience with a different CRM, Salesforce CRM could be the key to your success. Following are some of the reasons why Salesforce is important to every business or organization. Great Reputation Salesforce CRM has achieved the name of the most recognizable CRM in the world. It has earned a reputation as the leader in cloud computing and social enterprise. Today the word ‘CRM’ is even the symbol of Salesforce. Salesforce has received numerous awards for its product and services and has earned the name of #1 CRM provider by international Data Corporation for the last five years. Salesforce provides CRM software to some of the largest and most reputed companies in the world. Salesforce is not only suitable for enterprise-level business but also highly customizable to meet the requirements of small businesses and mid-market enterprises. High-Quality Products Offerings Salesforce has been offering robust solutions for the last 20 years in the market. Salesforce CRM is secure, highly customizable, scalable, easy to use, and comes with a proven track record. Salesforce is built on a multitenant architecture that provides the same infrastructure and platform to every customer irrespective of their purchased edition. Salesforce also offers so many special features to address unique challenges faced by the companies. These qualities have made salesforce the #1 CRM in the world and a choice for over 150,000 users. Powerful Ecosystem In addition to a customized, powerful solution, Salesforce also has an extensive ecosystem of customers, developers, and partners. The Salesforce success community enables customers to connect with each other, share thoughts, ask questions, and provide feedback to the company. AppExchange is an application marketplace by Salesforce, which is a place for Salesforce Developers and registered partners to make apps available to the public, as well as a destination for purchase and download apps. Salesforce’s partner ecosystem is a place of independent software vendors, consultants, and system integrators. It provides support to customers for every kind of service from implementation to apps development to managed services. This partner ecosystem makes it easier for customers to find a registered salesforce partner like CloudVandana or to hire a certified Salesforce professional. Data Security Survey shows that cloud is more secure than on-premises legacy systems. Any business stores a lot of confidential data in the cloud, so there might be a concern about its security. Salesforce has an army of engineers and data security professionals to ensure that the cloud is secured and the data are never at risk. Unique Pricing Model Salesforce introduced a per-user fee, billed annually. Since then, many cloud-based business applications have followed Salesforce clearly proving that Salesforce is a leader in this field. There are presently four editions of Salesforce available. The price for each edition includes upgrades, three per year. So companies do not need to pay extra for any upgrades. Constant Innovation Salesforce is the earliest cloud-based CRM solution on the market. Salesforce always comes first in the field of innovation. Salesforce experts are continuously looking for new and inventive ways to improve products and services. It also includes forming strategic partnerships, making acquisitions, and being committed to product innovation such as Salesforce Einstein, Big data, data analytics, and bot technology. Request a Free Consultation YOU MIGHT ALSO LIKE
SALESFORCE FOR NONPROFIT ORGANIZATION
Salesforce is the most comprehensive CRM software as well as a very popular solution for all nonprofit businesses. Salesforce helps so many companies in the world with its solutions for sales, marketing, and many more. Salesforce helps nonprofits organizations with a full range of exclusive features. Salesforce CRM can be a powerful tool in constituent and fundraising campaigns if it can be used properly. A registered Salesforce Partner can assist any Organization by providing the right way to touch the goal. Through the built-in Salesforce features and integrations, Salesforce can enhance the strategies of the nonprofits. Salesforce For Constituent Management It is the most important task for any nonprofit organization to be on the top with all the apologists’ information and then drive more effective fundraising and engagement strategies using those data. Without constituents, an organization might not be able to proceed with the mission through fundraising campaigns, volunteer work, or advocacy initiatives. Following are the few strategies for the better donor, volunteer, and other types of constituent management using Salesforce. Salesforce’s nonprofit products Salesforce offers “re-imaginations” which are built exclusively for nonprofits. Salesforce’s ‘nonprofit success pack’, provides access to Salesforce pre-configured CRM to meet all the needs of donor management and fundraising. Custom fields and relationships Custom fields, objects, relationships, and other elements can be added to the CRM in a very easy and user-friendly way. By creating unique data sets, a user can see a more international view of the constituents. Web-to-lead features Salesforce web-to-lead feature automatically converts online forms into lead profiles in the CRM. As a result, anyone who signs up for more information online will instantly be logged in. Proper constituent management can also inform the user about the fundraising strategies, specifically how you incorporate important elements like corporate giving. Salesforce For Event Management For many nonprofits, fundraising events are the foundations of fundraising efforts. Whatever the event’s volume, the organizer needs to manage many things like logistics, guests, marketing, and many more. Event management features in Salesforce provide a holistic view of the efforts of the organizer and make all event-related tasks easy. Event Registration An interactive eStore interface makes the registration process simple and easy. It provides a fully customized intuitive registration process. Logistics Management An organizer can track speakers, sponsors, venue arrangements, and other necessities within the Salesforce CRM. Guest Experience Salesforce empowers guests to build and manage their own agendas, share the event with friends or connections through social media, and provide valuable feedback to the event team. Salesforce For Fundraising Campaign To keep the mission moving forward, a nonprofit organization needs to create different ways to bring funds. The efforts generally integrate different fundraising techniques and strategies, from hosting fundraising events to maintaining long-term donor relationships to simply setting up an online donation form. Salesforce CRM helps organizations balance all of the fundraising efforts in a way that drives the campaign forward. Online Fundraising Online fundraising system makes the process easy to accept gifts on the website. An organization can customize the web-to-lead capture so that online donation form data appropriately transfers to any field in the database. Matching Gifts Matching gifts are a vital part of the nonprofits’ fundraising strategies. Salesforce helps with this tool too. An organizer can manually track employer information on the donor profile, but for best results, a customized Salesforce integration is very much needed. Peer-to-peer Fundraising This function enables the organization to transfer all the fundraiser and donor information into Salesforce. As peer-to-peer fundraising is unique, it is important to find an application that can map the data to Salesforce in a managed way. The organization can easily track the fundraising details within Salesforce, so measuring the short and long-term goals become easy. Salesforce For Marketing and Communications Marketing and communicating play an important role in the overall fundraising and donor engagement strategy. There are so many channels through which a marketer can communicate, but it is difficult to select the right marketing platform so that the nonprofit organization can connect with the supporters and track the efforts. Salesforce nonprofit can help to reach out to the targeted goal. Salesforce CRM manages marketing and communications in a compressive way, taking advantage of all the most relevant, engaging channels. Few examples are like… Email Marketing Email marketing is the most universal marketing medium. Email marketing helps in promoting newsletters, donation solicitations, acknowledgments, event marketing, and any virtual thing. Salesforce helps in template selection and automation and customizes the mail according to the recipient’s list. Social Media Nonprofit’s web presence relies on active social media profiles and reaches out to supporters on all social media like Facebook, Twitter, Linked In, etc. CRM helps to store the constituents’ profile information so that the marketer can keep track of their interactions and manage posts all in an effective way. Direct Mail Direct mail also takes a large part in the marketing process. A marketer can streamline the snail mail efforts by creating unique direct mail workflows and tracking responses in Salesforce. Salesforce For Reports And Dashboards Salesforce for nonprofits has a wide range of built-in reporting tools to help in making different data sets. Following are a few examples of how Salesforce reports can help a nonprofit organization to break down data.. Donor Acquisition A marketer can measure the number of donors engaged during the last fundraising campaign by running reports on new leads. These processes can even be automated to run on a schedule that keeps the marketer or the organization updated regularly with no extra efforts. Fundraising Progress A marketer can set this dashboard on the Salesforce home page so that it can always show the revenue the organization has earned towards the end goal. Survey Responses It is a great way to measure engagement. Surveys can help the organization by providing a large amount of data at once. The organization can run the data and generate dashboards for all the information with the help of Salesforce. Request a Free Consultation YOU MIGHT ALSO LIKE
SALESFORCE MOBILE APP BENEFITS
A mobile CRM is a version of the CRM solution which can be accessed from a mobile device. A salesperson needs to provide lots of effort to maintain the customer relationship management(CRM) platform and move the deals through the sales pipeline. He needs to be updated every time. So Salesforce mobile CRM is the best solution for every salesperson. With the lightning experience into the Salesforce mobile app, the approach of consumers has changed. Consumers have made Salesforce the world’s number one CRM. There are so many features in the Salesforce mobile app. CloudVandana is sharing some of the advantages of the mobile app, so that a Salesperson can access the CRM from anywhere, at his fingertip. Advantages of Salesforce Mobile App Einstein Analytics For every organization, finding valuable insights from their data archive is challenging. Almost 70% of the data is regarding customers. Not only that, getting intelligent insights with explanations and recommendations are also very difficult. Here comes Salesforce with its data scientist to rescue. Salesforce created Einstein Analytics which can solve these difficulties with expertise. Salesforce Einstein gives a complete view of the business, including resource management. These significances can be seen using the dashboards. A salesperson can immediately consider any high-risk case using the Salesforce mobile CRM. Einstein shows all the factors which are affecting customer satisfaction, so the salesperson can immediately boost those points to satisfy the customers. Einstein works like a magic wand tool. It helps anyone to perform his best, irrespective of any devices. Customer 360 Salesforce provides access to the operator to view customer 360. It is a tool for customer data management. It allows personalized customer engagement through various channels, including sales, service, and marketing. Customer 360 can be unified with the existing services like marketing cloud, commerce cloud, and service cloud. It helps to maintain a standard format across all Salesforce Products, like sales cloud, community cloud, service cloud, health cloud, CPQ, Pardot, financial services to B2B marketing and lightning network. It allows access to all data for Einstein and the Salesforce mobile app to work in an integrated manner. Lead Generation Through mobile CRM a salesperson can develop a lead in a hassle-free way and can handle the sales processes in a better way. The lightning mode activity timeline enables users to view the details of a lead and specifics of every task related to that lead, even a meeting or a call schedule. The ‘Path’ component helps in monitoring different stages of the business process, while the ‘News’ component offers on-time information on the leads. High-Level Output In a mobile application, high-performance output plays an important role. Salesforce made Lightning Web Components as the custom HTML elements. It provides a new experience in lightweight application creation with Salesforce. In this manner, it delivers a very high-performance output. Solid Security Salesforce offers upgraded security features. LockerService is a function provided by Salesforce that helps in protecting the platform against malicious data. The user faces a high level of security with every sign-in process. Great User Experience Salesforce Mobile app provides an excellent user interface. It saves time and effort for a developer. Though the interface is very user-friendly, still to get the maximum benefits of Salesforce capabilities, a Salesforce Consultant is always a great option. Registered Salesforce Partners like CloudVandana can help any organization or individual with every solution regarding Salesforce and can Implement according to the preference and requirements. We have only mentioned a few benefits of Salesforce Mobile CRM. To get to know more about the benefits of Mobile CRM, book a 15 minutes Consultation call with CloudVandana. Request a Free Consultation YOU MIGHT ALSO LIKE
HOW TO USE SOCIAL MEDIA TO GENERATE LEADS
Today, Social Media plays a very important role in every aspect. A marketer or an Organization can use social media to generate leads so that they can reach their target audience directly. There are few reasons to use Social Media platforms Social Media provides a low-cost marketing campaign to a selective audience. Leads on social media help a marketer to find people interested in the company. These leads will help the marketer or the organization to keep in touch with the potential customers. There are few methods through which a marketer can be benefited to get leads from social media. Lead Generation Tools Today, the method of attracting leads is not enough to get qualified leads. The advanced technical method, Artificial Intelligence has enhanced the marketing tools which are now helping the organization or the marketer to get a clear concept of the prospect’s journey in every way. These tools identify the potential leads, personalize the content, and even qualify them as customers. Thus lead generation tools not only drive traffic from social media but also move them along with the funnel and convert them into leads and prospects. Identify The Proper Channel Many marketers get confused to choose the right platform for their campaign. Many marketers’ conception is to be on all top social media platforms so that the leads can be generated in a larger way. But actually, the scenario is different. A marketer needs to establish a strong concept about the proper social media channel, from which a huge number of the target audience can be found. For example, Facebook has the highest number of users in the world, but that platform might not be best for you depending on the nature of the business. LinkedIn might be the best platform for you as it is a professional network and its content is more relevant for a business crowd. On the other hand, if someone is campaigning for the fashion or beauty industry, Instagram is the most suitable platform as per the nature of the business. These platforms also give a marketer a clear concept about the active hours of the target audience, which brand they follow that is similar to your business, what kind of content they like so that you can create more content related to that topic. Social Media Advertising Campaign When it comes to advanced marketing techniques, social media advertisements are the most effective way. Social media ads not only enable the marketer to choose the specific target audience but gives you various options to interact with the leads. For example, a marketer can select a specific geographical location or can provide a purchase link of the product through Facebook ads. This is very user-friendly and easy steps and gives the marketer the opportunity to attract international customers. Facebook has also introduced an option to generate leads, called Facebook Lead Ads. These ads provide the prospects’ information to the marketer with minimal effort on the marketer’s side. When a user clicks on that lead ad, an auto-populating form will pop up. So the user does not need to fill the form manually. Recently, LinkedIn has introduced a similar service called LinkedIn Lead Gen Forms. Share Links Of Gated Content The content which visitors can access only after providing their contact information like email address, phone number, etc, is called gated content. The ‘Gate’ implies the importance of the content rather than the contents which are free and accessible or without a trade-off. It provides quality leads and it is very effective as it provides the content to those who have a high potential to convert. To generate qualified leads, a marketer can share the content regularly on social media platforms like Facebook, Twitter, and LinkedIn. Brand Awareness Contest Social Media contests are a great idea to engage a huge audience. A contest enables the chances to interact with the interested audience with your brand. An interesting event or a photo contest or a webinar can attract a large audience and increase the following as well as the brand awareness. Request a Free Consultation YOU MIGHT ALSO LIKE
Discover the Latest Features of Salesforce Einstein
Salesforce Einstein is an artificial intelligence technology that has been developed for the Salesforce Customer success platform. Einstein is the AI-powered Salesforce product for businesses that want to incorporate intelligent tools into their workflows. It offers predictive scoring, forecasting, and recommendations at the right moment. It was launched in 2016, during the company’s Dreamforce conference. Machine learning, natural language processing, and computer vision are the foundation features of Einstein. Salesforce has also introduced Einstein capabilities for App Cloud users and Developers to bring AI features like predictive or suggested actions, into new or existing apps. On Dreamforce 2017, Salesforce announced two new capabilities to make it easier for the admins. Those two capabilities were Einstein prediction builder and Einstein bots. Einstein prediction builder allows customers to create custom AI models around predictions for any kind of field that is presently held in Salesforce simply by identifying the field they want to predict and selecting the data they want to use with an easy click interface. With the help of Einstein Bots, customers can create chatbots powered by historical data to respond to common inquiries and deploy them through Service Cloud. These are a few of the AI-rich features which have been announced by Salesforce. Sales Cloud Einstein There are three features for Sales Cloud Einstein. The main feature is Einstein Forecasting. It is an out-of-the-box tool for sales staff to make accurate predictions using all of their historic CRM data. Salesforce Einstein forecasting is essentially a bundle of self-learning functionalities that learn individual and team forecasting behavior to offer objective insights into future sales. There is another feature called Email Insights, which uses natural language processing to identify the most important Emails. Commerce Cloud Einstein There is a range of features within Salesforce Commerce Cloud Einstein. The first one is called Predictive Sort, which uses machine learning to customize the order in which products appear in search and category pages on e-commerce websites, down to the individual shopper depending on their previous browsing habits. Then comes New Order Management, which allows retailers to connect customer demand with the registered supply by analyzing order and inventory data across stores, warehouses, and vendors. These features join the Einstein Product Recommendation tool, which recommends the best products to a consumer across various channels. Service Cloud Einstein This feature of Einstein will include recommended case division which will automatically pre-populate keys and direct them to the right agent predictively. Marketing Cloud Einstein Marketing Cloud Einstein includes predictive analytics of a customer engaged with an email, automated send-time optimization, and predictive audiences. This feature can build custom audience segmentation based on predictive behaviors. Salesforce provides an AI-powered image recognition tool, called Einstein Vision for Social Studio. This feature gives access to marketers to automate the discovery and identification of images shared on social media, accelerating the response time. Community Cloud Einstein This feature includes recommended experts, articles and topics, automated service, and newsfeed insights. Recommended experts, files, and groups are generally available and included as part of the Community Cloud. Analytics Cloud Einstein Customers can access the predictive wave apps to uncover future patterns for any business process, smart data discovery which will help users find and explain insights from their data, and automated analytics to arrange insights. loT Cloud Einstein This feature will include predictive device scoring, recommend best next actions for service operations and marketing journeys, and automated loT rules optimization. Financial Service Cloud Einstein This feature provides the ability to uncover opportunities based on client sentiments, competitor’s announcements, and overall engagements by analyzing email conversations. The advisors can get a clear view of the client’s family wealth ecosystem and financial account through Relationship Map. Request a Free Consultation YOU MIGHT ALSO LIKE
SALESFORCE FOR THE REAL ESTATE INDUSTRY
Salesforce provides a wide range of CRM(customer relationship management) to every industry. For real estate businesses, Salesforce provides a perfect CRM application to track clients, manage minute details, and even market listing. So the agents, brokers, and developers can easily track every detail of managing clients, contracts and can concentrate on closing the deals through Salesforce. Customer Relationship Challenges in Real Estate Real estate agents need to handle multiple listings and clients at the same time. They need to understand the requirements, contexts, and preferences of each and every client and need to provide a personalized, negotiated solution and close the deal. Previously these works were done in the written format on the papers. But they faced some real challenges in using these traditional and rather outmoded tools. Their lead generation and customer relationship management got affected. As the information is scattered and recorded in disparate places, there is no end-to-end visibility. So the agents cannot get a full view of the database. This old format is also time taken, especially for complex client requirements. It is very difficult to separate the database of the property which is on hold and which is present. The agent faces a lot of challenges before presenting the data to a customer in a proper way. The other challenges for the agents are to track leads, work processes, and inquiry status. In today’s day and age, customers want to get in touch with different communication channels including social media, blogs, etc. To proceed with communication with different people in different channels, maintaining the same consistency is also a complex task. This adds further complexity to CRM, Marketing, and Sales. So there are further chances of data being dissolved. A real estate agent plays a very important role to maintain strong relationships with buyers, sellers, and brokers. When a deal is closed, then also the agent needs to maintain a strong relationship with the client to get future assignments or collaboration. With the old method of maintaining a business, they may not be able to be in touch with such clients regularly. Salesforce is Revolutionizing Real Estate Industry Salesforce CRM is a complete solution for all those challenges. It is the most effective and comprehensive tool that integrates sales and marketing data, including client history, referrals, leads from different sources, etc. Salesforce brings multiple channels and communication in a centralized database. Registered Salesforce partners like CloudVandana can implement these systems for any real estate firm and can assure that every information and data will be intact. Time is considered as money. Salesforce Real Estate CRM is equipped with cloud functionalities and intelligent automation, to minimize response time to leads and clients. Agents can access information anytime remotely from the centralized database. Through Real Estate CRM, agents can do a map search and parameter search of all properties and can send the required information to customers. With the help of Intelligent Automation in Salesforce, agents or the Real Estate firm can assure that no communication or query is missed. A custom automated message goes to every client for each and every query that their query has been received, then it becomes easier for the agents to follow-up the queries with a quick response. Automated tools manage maximum works like reminders, feedback, referrals, message personalization, etc. As a result, the demand for an agent’s attention can be reduced. Live tracking of agents’ locations can also be made through the Salesforce Platform. In the Real Estate industry, there are larger sales processes involved. So the leads need to be nurtured to be converted into valuable clients. These steps are time-consuming. If the transaction falls through at the last minute, the agent will suffer. With the help of CRM analytics, real estate agents can effectively understand the reason behind a client’s drop-off or the client is interested in future investment. To gain a strategic and competitive advantage, Real Estate Companies need to implement Salesforce Real Estate CRM. It also provides efficiency, agility, speed, and flexibility to the Companies. CloudVandana can enhance lead conversion, sales, and revenues by implementing Salesforce Real Estate CRM. Request a Free Consultation YOU MIGHT ALSO LIKE
5 Ways Salesforce Marketing Cloud Can Boost Your Marketing Strategy
Salesforce Marketing Cloud is a CRM(Customer Relationship Management) platform for marketers that authorizes them to create and manage marketing campaigns and relationships with customers.Marketing Cloud is offered by Salesforce, which is used for delivering appropriate and customized journeys to the target audiences over the right channels and devices.The product helps operators deliver the right posting at the right time to the right users throughout a campaign. With Marketing Cloud, users can take advantage of integrated solutions like Customer Journey Management, Mobile Studio, Social Studio, Email Studio, Web Personalization, Advertising, Content Management and Creation, and Data Analysis. All of these integrations give marketers to achieve the goal and clear visualization of the customer’s journey. Salesforce says, with Marketing Cloud, “every imaginable customer interaction and engagement is covered.” Benefits: Personalized Customer Journey With Marketing Cloud, every interaction is targeted and personalized. This feature helps the customers to move through their own unique journeys. Salesforce narrates customer journey as “a lifelong experience with your brand”. So a marketer should enhance the functionality and data of the marketing cloud to go forward. Understand The Customer Base Marketing Cloud connects data with the marketing processes for optimization. The marketer always gets a clear understanding and visualization of the customer journey. It never keeps the marketer in the dark, so the marketer can reach the targeted goal easily. Audience Engagement Salesforce Marketing Cloud helps marketers create a customized experience for each and every customer. So they can access a full 360-degree view of their activity through the power of Salesforce. Marketing Cloud helps the organization or a martyr to connect the touchpoints of the customers so that a customer-driven platform can be formed. Create Targeted Calls-to-action(CTAs) Salesforce Marketing Cloud enables the marketers or the Organization to send targeted unique CTAs to each and every customer according to their interests, behavior, viewpoint, and interests. It also helps to send CTAs through various channels like social, mobile, email, etc. It also helps the marketer to reach them in the most effective way. Data Management Since Marketing Cloud is hosted on the Cloud, there is no need to buy additional servers to host the data of the Organization. This makes the marketing processes much more effective, productive, and organized. A marketer can access the data whenever needed. Marketing Campaigns This function of the Marketing Cloud is very important to boost the marketing funnel. Marketing Cloud allows users to interact with the marketer through any channel, as per their terms. It also helps the marketer to create more intelligent communications and interactions with the targeted audience. These are some of the benefits of the system. If you want to learn more about Salesforce Marketing Cloud or want this to be implemented for your business/organization, reach out to the experts of CloudVandana. Request a Free Consultation YOU MIGHT ALSO LIKE
