Non-profit organizations make every effort to create a better world, but accomplishing their goals has always been much harder than it appears to be. This is because they have to constantly deal with the challenges of raising and managing funds, finding the right volunteers, engaging donors, and organizing their internal and external processes. Apart from this, they also face some additional challenges such as adapting to new technology and staying updated with the current accounting and regulatory requirements.
This calls the need of having in place a centralized system that can help NGOs efficiently carry out all their functions while leaving a lasting impact. A robust CRM system like Salesforce allows non-profit organizations to gain a 360-degree view of their business while moving towards its mission. In fact, Salesforce empowers all kinds of Non-profit organizations through high-quality and cutting-edge solutions that too at affordable prices. To know more about this cloud solution, it’s prudent to partner with a reliable Salesforce partner.
Developed on an integrated platform, Salesforce offers a Non-profit cloud solution that helps NGOs to connect different parts of their organization while empowering them to run their complete operation on a single unified system and building long-lasting and meaningful relationships. The cloud solution includes a complete set of Salesforce technologies which besides addressing the challenges faced by non-profit organizations also has transformed the way Nonprofit organizations manage their data.
What is Salesforce Non-profit Cloud?
The non-profit cloud is an extension of Salesforce’s previous offerings i.e. Non-profit Success Pack (NPSP). The NPSP custom app was designed keeping in view the requirement of NGOs and other not-for-profit organizations. The app provides a data model that supports various components such as fundraising, constituent management, reporting and analytics, and community support. Salesforce Nonprofit Cloud has been designed by amalgamating different features from other Salesforce applications, and thus is a complete package solution to meet the needs of a non-profit organization.
Some Key Benefits of Non-profit Cloud:
Quicker Response to Constituents: The cloud solution allows NGOs to store their data in a single location and creates a process for managing all the primary functions. With this, process efficiency increases, and the number of missed opportunities is reduced.
Increased Retention of Donors: The non-profit cloud solution not just empowers the NGOs but also the other donors. This is because, with increased process efficiency and transparency, the confidence of donors also increases so does their retention rate.
Achieving Goals and Objectives: Besides increasing the overall efficiency of the organization, the analytics capabilities provided by the cloud solution provides intelligent insights that can help the organization to achieve its objectives quickly.
Provides 360-degree View: By collating customer information (across their entire lifecycle), the cloud solution allows NGOs to provide a complete view of their customers. This helps them to handle and approach their constituents with a personalized touch.
Fraudulent Activities are reduced: With Salesforce’s non-profit cloud automating and regulating the flow of funds, errors caused as a result of human fault are reduced considerably. The analytics feature of the cloud solution helps in detecting suspicious activities.
Low Operational Cost: With the introduction of the Non-profit cloud, human intervention or manual effort is reduced significantly, which reduces the overall cost of operations. Apart from this, Salesforce also offers NPSP licenses at highly discounted prices to give back to society as a part of their CSR.
These are some of the significant benefits offered by the Salesforce non-profit cloud. By augmenting the quality of operations and increase in productivity, Salesforce has proven to be the perfect choice for NGOs. To implement a non-profit cloud solution within their ecosystem, NGOs should consider availing Salesforce Development Services from a certified and experienced service provider.
It would rather be an understatement to say that AI (Artificial intelligence) has grown in popularity as an extremely effective marketing tool over the past few years. It has indeed disrupted the business ecosystem and has transformed the way businesses conduct themselves. So, before we explore the benefits of AI for businesses, let’s understand what Artificial Intelligence is all about?
Unlike the way AI has been represented in movies, it is an amalgamation of multiple technologies such as machine learning and deep learning capabilities that work in tandem with each other.The technology can be leveraged to analyse data while providing with predictions that are easy to follow and recommendations to make more rapid and informed decisions. This will not just ensure operational efficiency but will also improve business growth and productivity. Today, organizations can make the most of AI-integrated CRM systems such as Salesforce Einstein to boost their decision- making process, and improve the customer experience.
What is Salesforce Einstein?
Salesforce Einstein amalgamates the AI technology with the Salesforce CRM. It uses data gathered as a result of all the user activity to provide predictive analysis, natural language processing (NLP), and machine learning to the customers. Salesforce Einstein accumulates all the past data and analyzes them against pre-defined sets of parameters to create data models that are tested on enormous data sets to provide with predictions and recommendations. Salesforce Einstein allows users to know what is following in a similar situation or what act or activity affected the situation perfectly when similar cases existed in the past. However, once a model is created, Einstein not just uses it till the end but runs the model on incoming messages to check if further changes are required. This allows Einstein to provide precise recommendations and forecasts. It is prudent to partner with one of the best Salesforce consultants to know about the benefits of this amazing platform.
What are the Benefits of Salesforce Einstein?
Marketing + Einstein:
Predictive Lead Scoring and email personalization: Salesforce Einstein can help marketers perform engagement scoring. Depending on the characteristic of every customer, Einstein can see how likely they are to engage with their content and then recommend personalized email content based on their preferences. This leaves marketers with sufficient time to spend time more productively.
Track Social Media Post: Einstein can organize different social media posts into predefined categories to segregate real information from the clutter. For instance, troubleshooting of brand image is done by tagging negative comments and assigning the task of investigating the same to a particular team. Einstein browses through posts with photos or images for image recognition and processing. Einstein can also be trained for sentiment mapping for segregation of social media posts.
Marketing + Sales:
Salesforce Einstein can help sales reps to
Develop more Pipelines: Einstein Lead Scoring allows sales reps to handle their best leads. Basis the previous deals, Einstein automatically order the leads that are most likely to convert and close.
Choose Top Performers: Whether you wish to know the possibilities of deal closure, understand the involvement of competitors, recognize customer sentiment, or prospect engagement, you can do so with Einstein Opportunity Insights.
Saves Time: Einstein provides relationship recommendations both in case of leads, as well as opportunities. For instance, if any of the several opportunities have re-engaged, Einstein provides suggestions to call or email them. It also coordinates your calendar and email with Salesforce to do away with manual entry of data thereby leaving sales reps with ample amount of time to manage other important activities.
Einstein + Service:
Salesforce Einstein can help service managers in the following ways:
Manage Customer Satisfaction Rates: Einstein predicts the level of customer satisfaction by analysing the availability of the agent, wait times, and queues in real-time. If these are found to be alarming, service managers are provided with necessary recommendations to rectify the situation. Apart from this, Einstein also provides response alternatives to customer queries and classifies them automatically. This allows service managers to resolve cases quickly, which ensures higher customer satisfaction rates.
Keep Agents Informed: Einstein can classify, and analyze the information on a particular case basis which can redirect the concerned customer to the right service agent. However, while redirecting the customer to the desired agent, it provides all the necessary case info to the service agent.
Artificial Intelligence has tremendously impacted the business ecosystem. When integrated into a CRM (Customer Relationship Management) system, businesses can enjoy operational efficiency and transform customer experiences by leveraging predictive intelligence, machine learning, and NLP. Salesforce Einstein with its predictive analytics capabilities can do a lot of things that can pep up the functioning of your marketing, sales, and service departments, which ultimately will translate to better business performance and greater customer satisfaction. To know more about Salesforce Einstein, you must consider partnering with a reliable Salesforce partner.
Customer satisfaction is paramount for ensuring positive business growth. As a software as a service (SaaS) platform, Salesforce commerce cloud helps in optimizing the sales process with its robust features that can help organizations transform the way they engage with their customers. In fact organizations can get in touch with a reliable Salesforce Developemnt Company to know more about the benefits of Salesforce commerce cloud.
No matter how big or small your organization is, it’s extremely important to maintain your brand value and remain competitive. The best way maintain or improve your reputation is to keep your customers satisfied and happy. A robust customer relationship management software like Salesforce is the perfect go-to solution that can help you in providing services that exceed the expectations of your customers. As a leading cloud-based and most powerful CRM software, Salesforce not just manages your customer relationship but can also provide end-to-end support for all your business requirements.
Salesforce offers its customers an innovative software-as-a-service solution that allows it to be accessible from anywhere. The highly flexible Salesforce CRM is completely customizable and can be tailored as per the business needs of an organization. However, Salesforce implementation can be overwhelming and requires proper planning, commitment, dedication and sponsorship from the executive team. While you might think of implementing Salesforce CRM on your own, you must defer from doing so unless your company has the necessary expertise and resources to manage a complex implementation. In fact, handling implementations internally without expertise can result in a faulty implementation and it isn’t a risk worth taking.
You must thus consider seeking professional help from an experienced Salesforce Partner who follows a structured implementation approach that helps in hastening the implementation process. Implementations that are performed with a well-thought-out and structured framework, are more likely to succeed resulting in faster return-on-investment (ROI). One such experienced and reliable partner is Girikon that delivers the best-in-class solutions to its customers by leveraging the Application Implementation Method (AIM) in addition to Project Management methodology.
The overall Implementation strategy followed by the company has been divided into the following five phases:
Pre-planning and Scoping: The scope and other aspects of the project are defined at a granular level by the team members during this phase. Apart from this, metrics to measure the project progress, and the reporting process is also set up by the team members. Basic project milestones and implementation schedules are created during this phase while the company indulges in business process identification, allocating a cross-functional team who can review the current process, identifying pain points, and everything that is required to back the process in the new environment.
Design Phase: During this stage, the company’s strategy is to use a mix of design documents and prototype demo to develop the core part of the new system. This complete set-up paves way for a methodology that helps in fulfilling the business requirement, establishing design specifications, and assembling them in the system.
Development: Consultants at Girikon design business-specific solutions keeping the operational aspects in mind. The solution provided would envisage the work done to fill the gaps that were identified and would also examine the process changes or the developments that need to be done. Basis the inputs received development is accomplished within the defined technical environment. During this phase system infrastructure is set up and data transformation needs are constructed.
Production: The aforementioned stages are to assure that the system is ready to be shifted into production. So, once the final design and assembling of the components are approved, it is then subjected to unit testing and cross-enterprise testing. During this stage, tuning of the production environment and data conversion is accomplished.
In a nutshell, it can be inferred that a successful CRM implementation requires a structured implementation approach that can help reduce user stress while generating greater return-on-investment. So, if you too are embarking on your Salesforce implementation journey, make sure you get in touch with one of the best Salesforce Partners like Girikon. The team of consultants at Girikon are certified, experienced, and capable of handling even the most complex of implementations.
Today’s fast-paced and competitive business landscape requires businesses to leverage effective marketing tactics and channels to stay ahead of the race. While there is no dearth of marketing techniques available, SMS continues to be the most effective communication and marketing channel for businesses due to its great penetration effect. In fact, text messaging being a direct-response channel makes up for a low-cost marketing channel that offers high response rates. It also acts as a tool that encourages engagement and loyalty among customers especially the existing ones.
Today, with the advancement of technology, SMS is no longer confined to sending text messages to recipients. Rather, organizations can now take their marketing to the next level by leveraging next-gen Smart SMS App that offers a wide array of features that can help them reach out to more customers quickly and efficiently. Built on the Salesforce platform, the smart SMS app enables the sending of single, bulk SMS besides and MMS campaigns. Available on the Salesforce App Exchange the robust app can help organizations to increase their sales, revenue, and customer base.
The app offers some basic as well as advanced features that can empower organizations to strengthen their teams. Let’s take a quick look at some of the features offered by this robust Salesforce SMS app:
Single and Bulk SMS: Allows sending of single and bulk SMS by clicking the button from the list view or on all the records option within the Objects option.
SMS Automation through Workflow: Allows sending of automated text messages via simple workflow configuration so that less time is spent on manual tasks and more time is used in improving the bottom line.
SMS Template: Allows the creation of SMS templates with recipients and texts for sending SMS from the app without the need for typing again and again.
Reply from Email: This feature allows Sales reps to reply directly from the email inbox without logging into the Salesforce Org. Process Builder: This feature allows setting up a Salesforce Workflow rule and action for sending individual and bulk SMS and notifications.
SMS from Report: This feature is a solution to calls and emails that go unanswered. The feature allows sales reps to select the report, the number from, and to which SMS is to be sent and the SMS Template.
Auto Responses: This feature allows sales reps to provide customers with apt responses by setting-up auto-responses especially when organizations are sending promotional SMS.
These are some of the abundant features offered by this amazing app, which help sales rep to close more deals quickly, win the faith of the customers and turn them into loyal customers for life. This text messaging app is one of the best SMS apps for Salesforce as it helps businesses take marketing to a new level.
Data is the lifeblood of every organization as it drives knowledge, insights, and decision making. However, the integrity of the knowledge, decision, and company’s existence are at stake in case your database is riddled with bad or dirty data. So, if you have invested in a robust Salesforce CRM and are looking forward to making the most of its innovative features and functionalities, make sure you cleanse the Salesforce environment by employing data cleansing methods.
Poor data hygiene can impact productivity, revenue, and user adoption, which in turn might lead to a trust crisis among your end-users who might now be apprehensive of investing their time and energy in a system that is loaded with dirty data that might impact the quality of work. While petty data quality issues such as account records and duplicate contact can be resolved by leveraging the expertise of in-house Salesforce administrator, critical issues need to be addressed by seeking Salesforce support from a third-party service provider.
Listed below are some of the significant benefits of data cleansing your Salesforce instance?
Accurate forecasting: The accuracy of sales analytics and forecasting depends on the quality of data stored in the database. If the data used for analysis is complete and error-free, you will receive reliable reports and forecasts.
Increased productivity: When sales reps have access to precise and complete data in CRM, they can zero in on leads with higher conversion probability.
Shorter sales cycle: Sales teams having access to up-to-date CRM data can prioritize their sales activities, which in turn helps them to close sales deals quickly.
What are Best Practices to be followed for Salesforce data cleansing?
Conduct Regular Audits: It’s difficult to accurately figure out how much big data exists in your Salesforce database. Regular audits should be conducted to evaluate that data. Salesforce offers a certain solution such as ‘Incycle’ for reviewing Salesforce data. The solution can help find reports with improper formatting while identifying several inconsistencies, filter data to find out missing data.
Process Improvement: Data cleansing requires evaluating the opportunity and lead management processes to unify data input standards for various systems that function within a company. In the absence of unified data input standards, data duplication will take place within the CRM.
Using Right Tools: It’s crucial to have in hand the right tools if you have to deal with data sets with millions of entries. By using Salesforce cleansing tools like Insycle, not just bulk cleaning of common data problems can be ensured but also allows scheduling of data cleansing automatically on a daily, weekly, and monthly basis.
To ensure quality data standards, organizations should indulge in regular data cleansing activity. It is in the interest of your business to indulge in creating a data hygiene strategy by seeking support from a certified and experienced Salesforce consultant. A reliable consultant has the experience and expertise to help you to implement a custom-made data cleansing strategy that meets the specific requirements of your organization.
Organizations across the globe are leveraging robust technology solutions to achieve functional, as well as operational efficiency across their workplaces. In fact, parallelizing business operations with advanced technology is mandatory for maintaining a corporate edge. The advent of cloud-based Salesforce CRM took the enterprise world by storm as it offers a wide array of features and functionalities besides an effective customer relationship management platform to help organizations better manage their customer relationships.
Though, Salesforce offers a wide array of features and components, its actual benefits can be realized by customizing it as per the specific needs of a business. So, what is Salesforce CRM customization and benefit for businesses? Salesforce CRM customization involves custom development and coding for adding robust features to the platform. The customized features can be integrated by organizations to gain optimized business growth. A certified Salesforce consultant should be consulted before considering the customization of the CRM platform.
What is the Need for Customization?
It is to be noted that no two organizations endorse the same needs, requirements, and workflows. Though, Salesforce provides a wide array of essential functionalities, it’s logical to use custom developed solutions that could cater to specific business roles. Since, Salesforce allows for great customization support, it provides users the convenience of designing business-specific features, functionalities, and workflows to ensure superior service to their customers.
By customizing their existing platform as per their unique business needs, users can make optimal use of Salesforce applications, which significantly improves customer interactions and workspace collaboration. By optimizing their business platform, companies can increase their service competence drastically while enjoy augmented customer retention and satisfaction.
Essential Salesforce CRM customization, which Every Business Should Have:
Custom Portal: Salesforce custom portal provides for a great end-user experience. For instance, a custom client portal improves convenience for clients as well as businesses alike. Similarly, a custom portal for partners or employees’ can help in streamlining communications among the partners or teams thereby boosting business growth.
Customized Views: Yet another Salesforce customization that can enhance business performance is Customized views. This customization can provide customers with a hassle-free experience as customized views provide users with functionalities such as customs forms, list views, etc. that would help them deal with the problem related to default restrictions.
Custom Dashboards: Custom dashboard provides organizations with a 360-degree overview of their business processes. One useful application of customized dashboards includes keeping a track of the sales funnel by creating a custom module, which helps in keeping a record of the buyers, sellers, leads, agents, etc.
In a nutshell, we can say that Salesforce customization is a crucial aspect worth considering for improving the workflow of an organization while promoting better performance, productivity, and ROI. Organizations looking for customizing their Salesforce platform should consider partnering with a reliable service provider for all types of Salesforce support.