Businesses can no longer ignore the need to develop a full-fledged relationship with the target customers. Proper communication is vital to building such a kind of relationship, and text messaging continues to be one of the most effective modes of communication. This is because the open rate for texts is around 94%, which is way better than email or any other communication channel.
Integrating text messaging into marketing and sales functions can help businesses engage their audience at the right time and place. However, the interface of a messaging or SMS platform isn’t intuitive enough to deal with the evolving needs of a business. It’s prudent to integrate the messaging App with a robust CRM like Salesforce to meet the growing needs of a business.
One such Salesforce Messaging App is the Smart SMS App, which offers a wide range of innovative features that can take customer communication to a new level:
Send Personalized Messages: It is possible to send personalized text messages from the CRM-based App to build trust among clients while making them feel special. With the help of a few clicks, text message campaigns can be scheduled and can be saved for future use.
Send Bulk Messages: Salesforce-powered SMS App can be utilized to send bulk messages to a specific segment of contacts to provide information regarding events, promotional discounts, festival discounts, and more without the need to write every single message.
Scheduling Messages: With this App, users can cater to their customers conveniently to them. It is possible to schedule the text messages in the CRM as per different time zones for every client while delivering a personalized experience.
Re-usable Text Templates: It is possible to create customized templates for every campaign if users aren’t interested in using the available templates. The unique templates created can be saved inside the CRM while leaving room for other essentials.
Workflow Automation: This feature of a CRM-powered messaging App can help users eliminate manual tasks by automating the sales process to focus on closing more deals.
Keyword Text Messaging: It is possible to send a text message or email in response to a text message from an existing customer with a specific keyword by configuring a system to take specified action automatically.
One of the best ways to engage with customers is the Salesforce SMS App, which offers a wide array of robust features that can help businesses maximize their brand engagement.
Without any doubt, Salesforce is one of the most popular CRM systems available. With a market share of around 18 percent, it enjoys a wide adoption rate. The robust cloud-based platform offers a wide array of features, functionalities, and components to help businesses resolve unique business challenges. However, to make the most of this amazing platform, it’s important to ensure its proper implementation as companies might face several challenges when implementing it into their IT environment.
Salesforce Implementation Challenges:
Let’s take a look at some of the common challenges organizations face while planning Salesforce implementation:
Costs: The cost of implementing software is a major concern for businesses. It is essential to ensure whether the investment you make will provide timely returns. To resolve your queries, you must consider getting in touch with one of the reliable and certified Salesforce Consultants. They can address all your concerns and provide you with the necessary Salesforce knowledge.
Choosing the Right Partner: Though Salesforce offers a wide array of out-of-the-box solutions, these solutions might not be as efficient as the tailored ones. It is essential to partner with a reliable Salesforce partner who can help you with your specific requirements.
Implementation Challenges: Salesforce implementation can be challenging due to a large number of tools and functionalities. There is no point in paying for the features you don’t require or utilize. This is where customization comes into the picture, as it allows users to pick only those functionalities that are useful for their business.
Integration Challenges: Integrating Salesforce with other third-party systems can be challenging. It is essential to devise a proper implementation strategy with your partner to enable seamless integration of Salesforce and other tools to get extra functionality while exchanging crucial data. It is also essential to decide if any existing softwares’ (especially the paid tools) need to be retained. This will prevent you from overpaying for a tool whose functionality is covered by Salesforce.
Data Migration: The first step while implementing Salesforce is to migrate all the previously stored data on servers and hard drives to the cloud, i.e., Salesforce, a cloud-based solution. It is essential to seek support from a data migration specialist to ensure hassle-free migration of data. A specialist will look into issues such as data loss and duplicity.
Lack of in-house Experts: One of the major issues organizations deal with during Salesforce implementation is user adoption. It is essential to ensure that your company hires an in-house expert who, besides assisting with the implementation process, also provides training to the other team members regarding its usage. In the absence of an in-house expert, team members might not utilize the platform confidently and fail to make the most of it.
Ongoing Support: Like any other system, Salesforce requires constant Salesforce support to ensure that the platform works seamlessly and meets your business goals. It’s crucial to engage a professional support team to optimize the platform’s functionality to ensure that it performs at its best.
These are some of the Salesforce implementation challenges that organizations need to address to ensure a hassle-free implementation. By partnering with a reliable certified service provider, organizations can deal with implementation challenges.
As leaders in the CRM space, Salesforce offers multiple features and functionalities, which has helped organizations streamline their business processes while ensuring operational efficiency. The robust CRM is being leveraged by organizations across the globe for managing the data of the Sales department. However, when integrated with a powerful business intelligence tool like Tableau, the effectiveness of Salesforce increases manifolds.
The integration of these two tools has enabled enterprises to manage customer relationships and keep track of sales and marketing leads. Organizations should get in touch with one of the reputed Salesforce consulting partners to know more about this powerful combination tool.
Tableau is a powerful and fastest-growing data visualization tool that helps convert raw information into a simple, comprehensible format. Salesforce acquired Tableau in 2019, and since then, this magical integration has efficiently helped multiple organizations optimize their business processes.
Listed below are some of the advantages of this integration:
More Dashboard Designs: Though Salesforce dashboards can be leveraged for data visualization, the integration of Salesforce and Tableau offers more design elements, which can help businesses better engage their audiences.
The Power of Einstein Analytics: Businesses can avail a smooth workflow and analytics with Einstein analytics. This integration ensures effective collaboration among users, ensuring work efficiency, predicting sales outcomes, and planning for the next course of action. Moreover, organizations get access to AI models that do not require coding skills and are simpler to set up.
Drives Digital Change: The integration of Tableau and Salesforce can drive digital change by empowering businesses across the globe to take advantage of customer data and develop deeper insights to make informed decisions and drive smarter client experiences while accelerating development.
Quicker Decision Making: Businesses generate a humongous amount of data during various business operations, which keep piling up over time. However, valuable insights can be unlocked from the data by leveraging this powerful integration tool. Apart from this, there is no need to extract data from the Salesforce platform and then manually share it with Tableau. Instead, Salesforce Tableau integration will automatically provide organizations with insights from different departments.
Seamless User Experience: Another benefit of a Tableau integrated framework is that it enables organizations to make sense of customer data. It empowers users to get department reports on the same page, saving time and ensuring better data analysis. The new Tableau integrated platform has revolutionized the way organizations understand their data. It allows data analysis in a secure and meaningful way and can be accessed from the web and mobile devices.
The integration of Salesforce and Tableau promises a robust analytics functionality that can help organizations drive more benefits from rich customer data. The integration allows businesses to get rid of data inconsistency by transforming it into an easily readable format. To leverage the benefits of this magical integration, organizations should consider getting in touch with a reputed Salesforce consulting partner.
Non-profit organizations have to deal with multiple challenges to ensure the smooth functioning of their operations. Considering the limited resources and funds, non-profit organizations find it difficult to sustain themselves. Non-profits require incorporating robust software to help them manage their day-to-day functions, including fundraising, administration, donor relations, marketing, accounting, and more, to maximize their outreach, donor engagement, and productivity.
Industry insiders consider technology fundamental to running a successful non-profit organization. They are selecting solutions that allow for scalability and flexibility when forming internal and external relationships. Today, non-profit organizations with numerous chapters adopt CRM software like Salesforce to achieve operational efficiency by eliminating data silos. Implementing such software will help non-profits consolidate data from multiple sources, thereby creating a single source of truth that would help maximize fundraising effort and improve impact reporting and productivity.
So, as a non-profit entity, if you have made up your mind to implement Salesforce, then make sure you take into consideration the following best practices that will help achieve a streamlined and successful deployment:
Create an Implementation Strategy: Your implementation plan should chalk out the aspects that need to be outsourced and those that can be handled in-house. It is essential to associate with a certified Salesforce consultant who can assess the needs and prioritize what and when to implement, besides building and implementing the solution. For non-profits, a phased roll-out approach can be beneficial, especially when they lack sufficient internal resources. It is also important to engage someone who can easily manage the platform post-implementation. In an ideal situation, you'll have already set up communication accountabilities along with critical leadership post-implementation operations.
Find the Appropriate Partner: It isn't easy for Non-profits to implement Salesforce without the support of a reliable partner who has expertise in setting up and tailoring the CRM as per the specific needs of an NGO. On the other hand, partners find it difficult to do their job without any support from an internal leader. Therefore, it is essential to zero in upon partners who better understand your organization's unique needs and values and carry ample experience.
Provide Early Training: One of the biggest threats to technology adoption stems from a failure to deliver timely and personalized training. It is essential to provide practical training followed by regular updates before introducing a new solution. It's necessary to invest in the ability of your team to use the platform before launching Salesforce so that a knowledge crisis doesn't occur. Therefore, you invest in training seminars, manuals, video sessions, and peer-to-peer sessions. You should also plan for adoption checks regularly and introduce refresher courses that are personalized to various teams.
Display Patience: Since resistance and fear are the byproducts of change management, it's essential to have patience when working towards long-term goals and introducing change. Though Salesforce has the potential to revolutionize the non-profit ecosystem, you can only get desired results if your team members can operate the new system without any hassle. This is where your implementation team and ambassadors can help infuse excitement by remaining patient and focused. It is also essential to provide team members with quick access to centralized support to resolve their queries.
Having a tool like Salesforce will serve as a single source of truth and help create a connected non-profit. Besides this, the robust CRM will drive performance across your most crucial impact areas. However, it is essential to remember that your organization might have to bear the opposite effect if not implemented correctly. So, make sure you create the right implementation strategy and get in touch with one of the best Salesforce implementation partners.
Salesforce – a robust cloud-based CRM has garnered much popularity among businesses of different sizes due to the wide array of features, functionalities, and components. Cloud-based CRM has proved immensely beneficial for companies looking to streamline their business operations and enjoy operational efficiency. It helps organizations execute their business operations centrally. Moreover, resources are shared via the internet, and storage is done in the cloud. It makes sense to get in touch with a certified Salesforce consultant to know more about Salesforce implementation.
Though small and medium enterprises (SMEs) depend on sales teams to pitch their products and services to new and existing customers with interesting deals, sales teams often fail to attain their original goals due to the lack of flexible, organized, and scalable structure that back their hard work. Since optimization of sales process & streamlined customer service are crucial for any company, SMEs aren’t any exception. This calls for an efficient system that can help businesses streamline their sales process, and Salesforce has the capabilities to transform their needs.
Improved Customer Management: A significant reason SMB’s should consider implementing Salesforce is that it helps capture leads by using the web to lead features and then qualifying those leads. It provides a detailed view of all the customer interactions that has happened in the past while alerting users at the right time for a planned meeting or contact. In other words, Salesforce allows users to understand better the position of their customers and the route they need to undertake to ensure increased engagement and satisfaction.
Smarter Customer Service: Small businesses are pressed for time, and thus it isn’t easy for them to stay on top of customer requests. So by the time businesses realize that an issue has occurred, customers have already left and decided to partner with another business. Salesforce allows companies to implement a chatbot on their website. The bot immediately responds to customer queries and sends alerts regarding the initiation of a conversation. Companies can also access important customer data, which they can leverage to provide great customer service.
Insightful Information: Another reason that makes Salesforce CRM an excellent tool for SMBs is that it is cloud-powered. Since all customer data are present in a single place, it becomes easy to access comprehensive details. By utilizing the insights gathered from the information, patterns can be identified, and future trends can be predicted, which can help organizations provide better customer support and increase retention.
Scalable Growth: The tools, apps, and software leveraged by businesses might not fit well as the business grows, compelling companies to other devices and software that are scalable. This would entail training new employees, tweaking business processes, and investing. With Salesforce CRM, no such hassles are involved as it is designed to scale with a business.
Affordable: Being a cloud-based CRM, all the expenses related to overpriced servers and architecture is done away. Moreover, businesses do not require hiring employees for system maintenance and support. It is possible to outsource the development, implementation, and support to certified Salesforce consulting partners, reducing the upfront cost considerably. Users can choose from the various annual and monthly subscription plans and user licenses as per their budget and feature requirements.
The Bottom Line:
Salesforce is the indisputable leader in the CRM space. Among all the CRM’s available, Salesforce offers the maximum number of features, integrations, customizations along with free and paid mobile apps. So, if you wish to build strong customer relationships while growing your loyal customer base, then you must consider implementing Salesforce within your business ecosystem
The education industry has evolved significantly over the past few years. With burgeoning competition, synchronizing the departments and managing processes have become challenging for educational institutes. Salesforce has revolutionized the education industry with its innovative cloud solution, i.e., Salesforce education cloud that has provided institutions with a 360-degree view of their students, faculty, parents, donors, and alumni. This has helped bring in a new era of remote instruction, virtual learning, and digital engagement while providing best-in-class support for admissions, learner success, recruitment, and student support staff to empower pupils and the whole campus through a single integrated CRM.
The benefit of using the Salesforce education cloud is that it can be used to manage multiple processes such as admissions, product knowledge, document verification, logistics, etc., besides sales, marketing, and CRM, without adding new systems for different processes. To implement this robust cloud platform, institutions should consider seeking Salesforce consulting from a reliable service provider.
What is Salesforce Education Cloud?
This cloud platform enables education institutes to view students as potential customers and make the most of insightful data to draw, retain, and serve them in a personalized way. With this cloud solution, educational institutes can provide all the information desired by the students in a consolidated manner. Apart from this, the cloud solution also helps boost personalized communication via this platform.
Listed below are some of the benefits of using the Salesforce education cloud:
Student Data Management: Right from filling the application till the completion of the program at the educational institute – a lot needs to be accomplished during the student life cycle. All this can be managed in a hassle-free and straightforward way using Salesforce. The Salesforce education cloud integrates several student-friendly features, which can be leveraged to enhance student engagement, provide unified counseling and job opportunities and college services. The software offers institutions a complete view of every student while interacting with them on their preferred device.
Internal Dashboard for Faculty: Communication is highly crucial among the faculty members and students. The Salesforce education cloud integrates highly useful features included in the central dashboard, ensuring smooth communication between the faculty members and between the faculty and the students.
Parents' Portal: Every parent wishes to keep track of their children's performance. By leveraging the Salesforce education cloud, educational institutes can design a dashboard or a parent portal that allows parents to access information about their children from the comfort of their homes. The platform also facilitates direct and continuous communication between the faculty and the parents.
Marketing: Like any other business, marketing is crucial for educational institutes. Given the growing competition in the education sector, it is important to leverage a marketing cloud CRM like Salesforce marketing cloud and Salesforce education cloud that ensures impactful marketing in the digital era.
Automation of Learning Processes: By leveraging Salesforce, institutions can automate mundane tasks that earlier required human effort and time. With the Salesforce education cloud, institutions can automate various tasks and processes, including career counseling, tracking every student's task update (resume building or assignment submission). The dashboard created by integrating Salesforce Education Cloud and Salesforce CRM empowers students to keep track of all the activities from the beginning. Apart from this, tracking past performance, growth, and more can be automated using Salesforce.
Support: It is essential to have a single point of contact for students, instructors, and parents to ensure smooth processes. This could be done by customizing the Salesforce Education cloud to create solutions that enable connected campus communities.
Salesforce education cloud empowers institutes to become more organized and efficient. Every educational institution has its unique requirements. However, the Salesforce Education cloud offers the flexibility to be customized as per the institutions' particular needs. To know more about this robust platform, institutions should consider contacting a Salesforce consulting partner.
Managing an online business is no easy feat as marketers have to deal with multiple things such as customer relations, production duties, sales, marketing, along with technical aspects. Apart from this, a lot of time and resources are involved in certain activities such as software development, system administration, and more. This may create hurdles, especially for midsize companies looking to scale up to a growing eCommerce market. As a leading name in the CRM space, Salesforce has included robust eCommerce solutions in their arsenal under the umbrella of Salesforce commerce cloud. Businesses should consider partnering with one of the best Salesforce consulting companies if they are willing to implement Salesforce commerce cloud.
Role of Salesforce Commerce Cloud for Businesses
Earlier known as Demandware, Salesforce commerce cloud is a multi-tenant, cloud-powered platform that empowers businesses to create unified buying experiences across multiple channels, including web, social, mobile, and physical outlets. It is a collection of Apps and Software services that work on the Software as a Service (SaaS) model and is focused on eCommerce companies.
The idea behind creating this eCommerce solution is to manage all the technical aspects of running an eCommerce business as Software and systems require constant upgrade and enhancement to stay significant. Salesforce commerce cloud has the potential to manage everything regarding updates and new features.
By implementing this cloud solution, organizations will seamlessly scale their operations and focus on other essential business activities.
Significant Features of Salesforce Commerce Cloud:
Continuous upgrades: The platform offers new enhancements and features that enable businesses to deal with today’s dynamic market conditions and customer requirements.
Merchandising and management Tools: allow businesses to manage everything related to pricing, products, and catalogs across their websites.
Scalability: As a cloud-based platform, Salesforce Commerce Cloud helps businesses deal with a massive spike in traffic without planning. If there is a sudden increase in demand, the platform silently scales in the background without the need for any intervention.
Order management: Everything from production to delivery, Salesforce Commerce Cloud displays all stages of order processing, thereby providing businesses with an accurate representation of enterprise inventory, irrespective of their location.
Real-time reports and Dashboards: It allows tracking revenue, lead volume, and performance to help organizations make informed business decisions through clear insights.
What Makes Commerce Cloud an Ideal Option for Your Business?
The robust cloud platform includes all functionalities required for easy eCommerce, online shops and mobile stores, and everything under one single roof. In fact, it is a compelling solution that offers impressive features and functions to help drive sales and business growth.
To sum up, Salesforce Commerce Cloud is a robust eCommerce solution that connects sales, marketing, and services that allow users to create fantastic buying experiences for their customers. It will enable businesses to manage their operations from a single point. If you are still on the fence regarding the benefits and usage of this platform, you must consider getting in touch with one of the reputed Salesforce consulting partners. Such a partner will develop innovative solutions that can help you fulfill your unique business needs.