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How to Integrate Salesforce and NetSuite Effectively?

Salesforce is the worldwide leader in making revolutionary business applications, served from the cloud and are designed to help generate leads for an organization. Also, it is a great aid in getting new customers, closing deals faster and sell, service and market in a smarter way.

NetSuite CRM is also a tool that provides true lifecycle management of customers starting from marketing and opportunity management, order management, customer up-sell, cross-sell, renewal and customer service. NetSuite CRM has key benefits like Streamlining lead-to-cash processes.

Why needed to integrate Salesforce and NetSuite?

Salesforce and NetSuite both are very popular CRM solutions. Salesforce is a very good tool for all the tasks related to lead generation and tracking, and on the other hand, NetSuite is great in finance handling. Since the differences in their features and usability, we decided to combine both these tools that help organizations gain a lot of benefit from them. Many organizations use NetSuite for Resource planning, pricing and order control and Salesforce for analysis and lead closing.

How to Integrate Salesforce and NetSuite

Integration means that data from Salesforce is transferred to NetSuite and vice versa in an automated way. The main aim of integration is to transfer data automatically, or by a button, without manual download or upload of data. There can be many ways to integrate the two systems but the most prominent of them are as follows:-

  • With the help of custom integration adapter as a custom middleware based integration.
  • Using a third-party integration service like Boomi AtomSphere, Actian or Informatica.
  • Creation with the help of Restlet web service-based integration using Netsuite and SalesforceAPI.

A lot of coding is required in developing an adapter and is time-consuming as well. Also, the performance is also not as good as the other two systems because of untested and unforeseen processes. This makes the use of the Third Party Service the most convenient and safe approach, but at the same time it also costly and does not have the flexibility as that available in customer integration approaches. Custom Restlet based integration is faster to develop and better in performance but again it is pricier when looking for a long-term setting than a  Salesforce Integration Service.

Advantages of Integrating Salesforce and Netsuite

  • Timely manage connections and reconcile purchases and shipping plans.
  • It provides a smooth and continuous route from lead management to cash collection, which boosts your company’s cash flow and reduces potential mistakes from manual order admittance.
  • Increased timeline management and sales accuracy.
  • Make more efficient your lead-to-cash process and speed up cash flow with seamless movement through from Salesforce to financials of NetSuite.
  • Customer support will be improved by giving sales groups with real-time back-office awareness into purchases and requests, fulfillment, billing information plus much more.
  • Most significant creation of appropriate sales quotes.
  • Easily integrate sales and purchases with Netsuite.
  • Synchronize customers, associates, products and costing.
  • Help to improve the efficiency of cash flow and productivity of the team.
  • By using both ERP and CRM Software from Netsuite, a business will have a more productive group of employees.
  • Provide customer data and scalability, handle subscription renewals, referral tracking, and track pending orders and to upsell and cross-sell products across departments.
  • Help to locate important data of clients more quickly and efficiently.
  • Help a company to manage its inventory inefficient way that consists of items sold as well as ones that have been recently purchased.
  • Makeable to know the exact amount of inventory that has available in order to process orders.
  • Tracking sales and revenues.
  • Improve their order management and customer service. The software will allow a company to automate the order process so that what was ordered can be exactly known by employees.
  • Allow the company to quickly process an order and make sure that it is shipped to the customer in a timely manner.

Salesforce Pardot Features to Enhance Marketing ROI

Pardot – the smarter Marketing automation by the world’s #1 CRM platform can help you get an average of 40% increase in your marketing efficiency. Pardot is the best and smarter marketing automation software by Salesforce for B2B marketers. Salesforce Pardot features can help your sales and marketing team to boost your company’s revenue and improve efficiency powerfully. Pardot can assist marketers in getting more pipelines and empowering marketing ROI. With the help of personalized campaigns in Pardot, the creation and the movement of the leads through the marketing pipeline become quick and efficient.

The functionalities of Pardot include streamlined lead management, smart lead generation, effortless email marketing, seamless sales alignment, social media integration, and insightful ROI reporting.

With the help of the Pardot features, you can generate high-quality leads, improve follow-up through lead grading/scoring, simplify the workflow, and organize using tags for better lead follow-up. Also, Pardot helps you to track your content performance, which allows you to monitor how engaging your content is to your leads, compare their engagement levels to gain insight on current prospects. With the insights about your content, you can optimize your messaging, distribution, and it also supports tracking your internal engagement.

Though Pardot comes with a wide range of features and tools to automate and increase your marketing efficiency, we have listed the top 5 Pardot functionalities that are most favored by marketers across the globe.

Top 5 Trending Pardot features

1. Engagement Studio

Engagement Studio is one of the advanced Pardot features that allows you to visualize your email drip campaigns. Once your drip campaign is all set and started running, you have to monitor the email campaign to keep track of the campaign. Pardot Engagement Studio allows you to do that and performs actions such as adding/ removing lists, adding/removing tags, assigning to user or group, change field, notify the user, and sending an email on your behalf. With a Salesforce connector, you can design these actions to provide you a highly efficient and low-maintenance email marketing automation. You can set when Pardot can initiate any of the actions either immediately or when the leads reach a particular step. In the drip, when there is action by the email recipients, you have to initiate specific critical actions. Engagement Studio, with the help of the triggers like email open, email link open, file download, click on content, etc., will keep your prospects targeted for the chosen amount of time through the path. Define rules in the Pardot using prospect attributes like grade, score, status, tag, campaign, etc. are what decide which step the email recipients will take in your drip email campaign.

2. Connected Campaign

This new Pardot feature, ‘Connected Campaigns’ was released in Spring ’18. Through Pardot Connected Campaigns, the Pardot campaigns and Salesforce campaigns are combined to set up multi-attribution Salesforce campaigns. By setting up this Pardot feature, you can combine the Pardot and Salesforce campaign, streamline campaign management, and improve the campaign reporting quick and easy. By enabling this feature, you can reduce clutter and save time by working with Engagement History and Pardot Einstein Campaign Insights while you work with your Pardot prospects without leaving Salesforce. The connected campaign feature was one of the best functionality that marketers were seeking recently. It allows marketers to work on marketing efforts effectively.

3. B2B Marketing Analytics

B2B Marketing Analytics – an Einstein Analytics app is the best Pardot feature among the others. B2B Marketing Analytics can maximize marketing as well as the sales efforts by combining marketing and sales data in one place to get insights about your marketing performance and support a quick data-driven action. The B2B marketing analytics tool helps you to visualize campaign ROI (return on investment) across the various campaigns to prioritize and increase/decrease spending for the campaigns that work best. The multi-touch attribution dashboard allows marketers to gain insights into how the various campaigns influence in creating awareness vs. help close deals vs. help across all buying stages. Thereby allowing marketers to prioritize and allocate budget to campaigns depending on business goals and outcomes the organization is looking for at that point of time.

4. Salesforce User Sync

This Salesforce User Sync is a Pardot feature released for administrators to manage their Pardot and Salesforce users. It is an opt-in feature available through the Sales cloud for Pardot users for better user management, improved user experience, and security. Salesforce User Sync can be enabled only when you have a Salesforce and Pardot connector. When you enable the User Sync for Pardot, it becomes a Salesforce platform-powered native lighting application. The Pardot admin syncs the Salesforce profile with the Pardot profiles to create synced users. In the case of a new user in Pardot, the user profile is matched to the respective Salesforce profile.

Even though opting for Salesforce User Sync brings significant changes in Pardot user management, once enabled, it cannot be disabled.

5. Dynamic Content

Dynamic Content in Pardot let marketers provide different personalized copies of forms, landing pages, emails, website, and more to the prospects as per their engagement. Since, the content is personalized based on the engagement, assures a great experience for the customer, and boost marketing ROI. Being one of the Pardot key features, ‘Dynamic Content’increases the conversion rates through landing pages and email list subscribers.

Though the forms, landing pages, and emails can be personalized, it has a restriction of up to 25 variations. However, marketers can use this Pardot feature strategically to create landing pages based on the pipeline.

 

Top Advantages of Integrating WordPress with Salesforce

We are already aware of the fact that WordPress is the world’s most commonly used Content Management System (CSM) which people rely on heavily across the globe. Talking about Salesforce, we know it as the world’s leading CRM system which is used by the majority of the business enterprises to get the maximum output in the lesser time frame. These both are quite famous among the masses because of various obvious reasons which include their advanced functionalities along with easy accessibility. Software like these has always been a part of major business firms in the initial as well as later phases. No matter what, they have delivered their best in most cases so that their customers do not have to regret their decision later. Now, this blog focuses on the mutual relationship they share, along with the benefits of their integration.

Why Integrate CRM with WordPress?

Both these platforms carry a lot of importance of their own, both of these play major roles in getting business organizations stable in the longer term. If we can imagine the unique capabilities that they carry as a single entity, why cannot we imagine the beneficiaries which they would be providing the people with upon their integration? Most of the business websites have already their own WordPress account to update stuff directly online. Integrating their website with the right CRM can be a turner for them. It would not only be helpful in collecting and storing the data effectively but rather it would help you to explore new and much better ways to connect with our visitors and provide them with an exceptional experience which they would love to appreciate. There are huge benefits that one can get on integrating WordPress with the right CRM system. Continue reading to know more.

Benefits of the Integration of WordPress and CRM

So, the following mentioned are a few major advantages that can easily avail of integrating their WordPress with the right CRM platform. Have a look at them as follows:

1. Content Management Made Easy

Combining the capabilities of both these platforms may provide you with a better experience for content management. You do not need to look for the data in a disorganized manner, rather it would now become much easier for you than before. You can also sync fields of these two for smoother functioning.

2. Tracking Users’ Activity

Now, you can easily track the time your visitors often spend on your website and know about their needs and interests in particular. This will help you understanding them in a much better way so that you can serve them with much efficiency later. Your users’ activity is going to define the potential your business carries within itself.

3. Custom Object Integration

Both these platforms, whether it be CRM system or WordPress, have their own custom objects which can be integrated well along quite easily. This will reduce your workload and help you explore new things which can bring good for your respective business firm. It is a really helpful step, talking in the context of a business firm.

4. Interact with Customers in a Personalized Way

So, the web forms which your prospects may fill on your website can now directly be contacted via your CRM system. It will help you establish a personalized communication with them so that they feel important. It is going to help you serve them better in the future, making them your loyal customers too.

5. Experience New features

There would be so many things which one would be missing out on using these two software as different entities. But on their integration, you would be able to experience a whole new range of explicable features which may give a new turn to your business’ future leading it to great heights with each day passing by.

Ending Note

In a nutshell, it can also be concluded that if one wishes to experience an upgraded version of advantages that they can get on integrating the CRM system with WordPress, they must go for it as soon as possible. This type of integration is really helpful for almost all major business enterprises that wish to achieve success in the future in a spontaneous manner. Generally, not all people are equipped with knowledge regarding these things, but one needs to take constant guidance and consulting when it comes to making the right decision.

If you are among the ones who are in need of constant guidance when it comes to making such crucial decisions, you must not hesitate to hire the right Salesforce Consultants for your business. They can always help you decide on the right things and help you reach greater heights in the near future ensuring sustainable growth for you and your employees.

How Trailhead Helps People to Learn Salesforce?

Trailhead is Salesforce’s free web learning platform committed totally to teach individuals to utilize Salesforce. It provides the user with a guided, learning path with a set of interactive and online tutorials. It is a helpful asset for Salesforce developers and administrators at all levels of experience but the long-term goal of the Trailhead project is to transform how customers learn to use Salesforce, by radically simplifying and redefining the learning experience.

The ways which help people to learn Salesforce efficiently:

  • The collection of modules on the particular topic is built into trails giving you a predefined path to follow.
  • Trailhead content is arranged in a hierarchy, with three levels: trails, modules, and units, and presented in a specific sequence, so either customers or learners of any level don’t have to invest time choosing what to peruse and in what order.
  • Each tutorial consists of short units, which can be read in 10-15 minutes each. The content is designed in a simple manner, self-contained, and directly useful, therefore maximizes the value of the learning experience.
  • You can take a challenge at the end of each unit to verify what you have just learned, either by answering multiple-choice questions or performing specific tasks in a DE (Developer Edition) org. On completing a challenge, you will be awarded points.
  • It will award you points and badges on the successful completion of units and modules, respectively. These points and badges that you have earned are displayed on your user profile, so you can get recognition for your expertise.
  • It has a methodology named hands-on challenges that requires a user to go into a functional Salesforce environment called a Trailhead Playground and complete a specific task linked to the lessons learned in the accompanying unit. Hands-on difficulties present the blueprints a client should go ahead with the real-World tasks they have to achieve at work.

Advantages of Trailhead

  • Connect with fellow Trailblazers in the Trailblazer Community to share ideas and solutions, network, and support to each other.
  • Easier, simpler, and all the more engaging options to begin with Salesforce.
  • The teaching methodology is well optimized.
  • Rank’s basis provides focus and inspiration.
  • Efficient time management in learning.

 

How to Install HubSpot and Salesforce Integration?

Salesforce is a San Francisco, California (USA) based CRM company that brings companies and customers together on a highly secured cloud platform.

It has one and only one integrated CRM platform that provides a shared view of every customer and also gives detail views of your departments including marketing, sales, commerce, and service.

HubSpot is termed as all-in-one marketing software used by marketers, designers, and developers across the world for inbound marketing and sales. It is composed of Marketing Hub, Sales Hub, Service Hub, and a powerful free CRM. Its main aim is to provide a single platform for social media marketing, content management, web analytics, and search engine optimization.

The HubSpot and Salesforce integration allows marketing and sales teams to exchange data between HubSpot and Salesforce smoothly and continuously, and maintain stability.

In the marketing and sales database, Hubspot and Salesforce togetherly act like a bridge allowing activity and information to move seamlessly between the two. With the HubSpot Salesforce integration your sales team will consistently have the most up-to-date leads from your marketing team and your marketing team will know the latest information on those opportunities.

Installation steps to integrate Salesforce with HubSpot

  • Click the account name in the top right corner in the HubSpot account, then click Integrations.
  • Click the Connect an app button.
  • To locate the Salesforce Integration search bar can be used.
  • Hover over Salesforce integration and click View integration. The connector wizard will open.
  • Select yes if you’re connecting HubSpot to a Salesforce sandbox, this will connect to a sandbox checkbox. Click Log in to Salesforce.
  • Enter your Salesforce credentials in the pop-up window, and click Log In.
  • You’ll be redirected back to the connector wizard in HubSpot by logging in. Now, next, install HubSpot in Salesforce.
  • You’ll be moved to Salesforce to install the HubSpot integration package. Select Install for All Users, then Install.
  • In the dialog box, select the Yes, grant access to these third-party web sites check box, then click Continue.
  • Salesforce will then install the HubSpot integration package. It takes some time.
  • Once the package has been installed in Salesforce org, you should navigate back to the HubSpot connector wizard and press Next.
  • You should go step-by-step instructions in the connector wizard to add the HubSpot Visualforce module in Salesforce.
  • When you’re done, click Next.
  • Find the way how your data will sync between HubSpot and Salesforce.
  • If you select Recommended setup, click Review settings.
  • If you select Advanced setup, click Next.
  • Set up your contact sync settings when it comes to the next screen.
  • Press the Choose which contacts to sync dropdown menu and select All contacts to sync all contacts to Salesforce, or select a HubSpot list to use as an inclusion list to sync only those contacts to Salesforce.
  • Click Next.
  • Set up your activity and task sync settings on the next screen.
  • To automatically create a task in HubSpot when a task is created in Salesforce we have to click to toggle the Salesforce task sync switch on.
  • select the Sync checkbox next to HubSpot events to sync to Salesforce as tasks in the Timeline sync table.
  • By clicking the Salesforce task type dropdown menu to select the task type it will be created as in Salesforce.
  • Click Next.
  • Set up your object and property sync settings on the next screen.
  • Click the Contacts, Companies, or Deals tab to configure the sync type for standard properties for that object. Among the Companies and Deals tabs, if needed to toggle then click on the Enable company/deal sync switch on before you can create field mappings.
  • The standard HubSpot object properties and their Salesforce field equivalents are displayed by Table. For each property sync, select the sync type: Prefer Salesforce(default), Always use Salesforce, or Two-way.
  • Click Next.
  • Review the selected data sync settings.
  • Click Change to change the settings for a data sync type.
  • Click Finish setup when you finished it.

Advantages of integrating Salesforce and HubSpot

  • No Duplications: When you have your leads in SalesForce, HubSpot can add multiple interactions with your company to one lead, so that you know exactly what that lead did on our site, and what our next move should be.
  • Sync Together Lead Information: It keeps your lead information stored and synced together so there is no confusion between marketing and sales. While a lead makes any movement on your site, HubSpot tracks it and updates Salesforce so that you always have an up-to-date sales profile.
  • Improve Marketing Tactics: When the sales team closes a deal, HubSpot and Salesforce communicate so that HubSpot knows which marketing actions created revenue. This allows improving existing marketing tactics as well as for trim away those actions that aren’t producing quality leads.
  • Effective lead nurturing: HubSpot and SalesForce joining together is a great move for your marketing campaign. When marketing and sales are able to communicate effectively, leads can be nurtured more efficiently, and more sales are generated.

If you also want to integrate 3rd party products with Salesforce, you are in the right place. Request a quote now!

Conclusion

Organizations are going ahead to adopt the Integration of Salesforce and HubSpot in order to keep lead information stored and synced together so there is no confusion between the marketing and sales team.

Sustainability Cloud: Salesforce Pollution Tracking Tool

Salesforce has always concerned to become a socially responsible company so that it always put emphasis to work in the community for their employees.

Nowadays climate change is the biggest, most important and most complex challenge humans have ever faced. Every individual, every company needs to step forward and do everything to tackle this problem.

Now Salesforce moves forward to help other organizations in reducing their carbon footprints by developing a new technology called Sustainability Cloud.

Salesforce has recently announced a new platform named Sustainability Cloud, that main focus on helping businesses to take action on tackling climate change.

It is a carbon accounting product that calculates the amount of carbon released into the atmosphere as a result of the activities of a particular individual, organization, or community.

Here are some of the benefits of Sustainability Cloud listed below…

  • It is designed in such a manner so that it helps to make easier for companies to prioritize the environment while running their business.
  • It helps to drive climate action that will accelerate the world’s efforts towards carbon neutrality.
  • Help in tracking a company’s sustainability efforts.
  • Empowering every business to drive impactful climate action.
  • Easy tracks carbon emissions and renewable energy usage.
  • It helps to meet the sustainability goals of the company.
  • Works with internal data and third-party data when needed.
  • Measure carbon footprint across all sorts of different aspects of our operations from data centers, public cloud, real estate.
  • Subjected to both an internal audit by the Sustainability team and third-party organizations.
  • It helps organizations to make their operations cleaner, and more powered by renewable energy and less carbon-intensive.
  • It helps to accelerate the world’s efforts towards carbon neutrality.
  • It was designed to provide businesses with a trusted sustainability platform that gives them a 360-degree view of their environmental impact and provides data-driven insights to make change the planet will notice.
  • Quick tracking, analyzing and reporting reliable environmental data helps businesses to reduce their carbon emissions.
  • Carbon data of an organization can easily be tracked in Salesforce Einstein Analytics, which creates dynamic reports and dashboards both for audit purposes and for executive engagement.
  • With deep insights that empower businesses to drive climate action programs at scale.

By keeping all views, we have a conclusion that Salesforce is committed to delivering a sustainable, low-carbon future and supports the UN Sustainable Development Goals (SDGs), which help frame the company’s global strategy and technology innovations.

 

Salesforce Test Utility Classes | TestDataFactory | Util Test in salesforce

Test utility classes are public test classes that contain reusable code for test data creation.

The TestDataFactory/ TestUtility class is a special type of class —

It is a public class that is annotated with @isTestand as such, are excluded from the organization code size limit and execute in test thisContext and can be accessed only from a running test.

https://sfdclessonsandknowledge.wordpress.com/category/apex-lessons/

Step 1:- Create TestDataFactory / Test utility
@isTest
public with sharing class TestDataFactory 
{ /* This method is test data for create thisAccount */
      public static thisAccount createthisAccount(Boolean doInsert)
      {        
               thisAccount thisAcc = new thisAccount();
               thisAcc.Name = ‘Test thisAccount’;        

                if(doInsert){
                       insert thisAcc;
                }
                return thisAcc;
       }
}

Step 2:- How to Use TestDataFactory / Test utility
@isTest
private class MyTestClass 
{
          static testmethod void myUnitTest() 
          {
             Account thisAccObj = TestDataFactory.createthisAccount(true);
          }

          // If you want to edit data according to apex class then try like below

          static testmethod void myUnitTest1() 
          { 
            thisAccount thisAccObj = TestDataFactory.createthisAccount(false);
            thisAccObj.Name =’MyName’;
            insert thisAccObj;
         }
}

An Introduction to Salesforce Consumer Goods Cloud

Salesforce has introduced Consumer Goods Cloud, a new industry product that enables companies related to consumer goods to optimize revenue growth and maximize ROI with the help of advanced retail technique adoption.

Salesforce latest industry product i.e. Consumer Goods Cloud will help consumer goods companies in optimizing their business by giving a powerful, and intelligent solution to field reps.

Consumer Goods Cloud being a part of the Salesforce Customer 360 Platform helps all types of rapidly growing consumer goods companies including food, beverage, personal care, health, beauty, and many more in unlocking the value chain with an integrated platform.

Consumer goods companies across the globe can digitally transform their entire business with the help of Salesforce, including driving stronger customer engagement in both B2B and B2C commerce.

In addition, Einstein Analytics for Consumer Goods delivers an intelligent experience for consumer goods companies by giving reps out-of-the-box KPI (Key Performance Indicator), such as inventory stock-outs or percent orders increase per store visit.

Consumer Goods Cloud enables field reps to:

  • Efficient plan of visit: Field reps will have access to a list of prioritized and assigned store visits for the day with required and suggested activities, with in-app map functionality to intelligently manage routing. In addition, reps can analyze the progress of their business across stores.
  • Optimize visit execution: Once at the store, reps have access to customizable templates based on store or segment types to help ensure that specific store needs are met every time, from inventory and planogram checks to return order processing and surveys, all from a mobile device.
  • Effective utilization of Einstein AI. It helps to optimize compliance and product placements. Einstein Vision for Consumer Goods Cloud delivers an image recognition and object detection solution that enables easy inventory, planogram and merchandising compliance checks.
  • Time Management: Allowing field reps to spend less time on auditing activities and more time building relationships with customers. For example, a rep can take a picture of a shelf and immediately understand if it is set up correctly without having to manually count and input the data into their system.
  • Easily capture orders and data. A rep can obtain orders during a store visit and collect important data such as product, quantity, and pricing through mobile order capturing capabilities.
  • Effective task track: It ensures reps have completed all their assigned tasks and reported correctly while providing executives with a complete view of the visit.

Advantages:

  • Improve efficiency for field reps by helping them prioritize and schedule visiting stores.
  • Pieces of information like site locations, hours spent and estimated visit time can be maintained right in their mobile app.
  • Since all services present in a single platform that helps field reps to spend less time on auditing and give more time in building relationships with customers.
  • AI ensures the accuracy of inventory, planogram, and merchandising compliance.
  • Manage activities based on customer requirements with customizable templates.
  • Streamline repetitive tasks like inventory audits, return order processing and surveys. Effective management of planogram (Pictorial view to show where specific products should be placed on retail shelves to increase customer purchase).
  • With mobile access, order captures are now easier than ever and help to collect important data such as category, product, pricing, and quantity.
  • Deep insights by fully automated and AI-driven single platform to transform retail channel partner relationships.
  • Smooth operations and dynamic in-store experiences for the end consumer.
  • Help field reps to ensure that shelves are always in stock, pricing and promotions are aligned to expected sales activity.
  • Help reps to spend less time on operational activities and more time on building relationships and driving sales with retail channel partners.

Reference: AwsQuality (A leading Salesforce company)

Transparency to Manufacturers with Salesforce Manufacturing Cloud

Salesforce, a CRM software company has announced Manufacturing Cloud that is a new industry-oriented product ​for manufacturers.

Manufacturing Cloud is a part of Salesforce’s Customer 360 Platform for manufacturers whose main focus is on predicting demand and subsequently make arrangements for inventory of required products which can fulfil the demand of Customers. It accumulates all sales, operations, and account teams to generate more robust projections.

Why it is needed?

In the manufacturing industry, that depends on predictability, changing customer and market demands can have a destructive effect, and complex physical operations can not be attained at a shorter time to meet changing customer demands. Operations teams aren’t always aligned with the sales reps to ensure they have a single, real-time view of all aspects of their customer relationships. So Manufacturing Cloud is being developed to understand what is happening on the ground level.

Advantages

  • Our customers have a clear desire to align sales forecasts with their core sales and operations planning demand and production planning functions.
  • Digital transformation helps decisions be made with a 360-view using near-real-time information on demand and consumption.
  • Help team members to create more accurate forecasts and also help them to adjust those forecasts in real-time, accounting for new customer requirements or market demands.
  • Delivers a new level of business visibility and collaboration between the sales and operations organizations of a manufacturing company.
  • Brings sales and operations teams together around a unified view of market and customer demands to more accurately forecast, plan and drive predictable business performance.
  • Easily make connections with dealers and distributors on sales, service and marketing platform.
  • Quickly address service inquiries, close more deals, and open more opportunities to grow revenue.
  • Give service agents and field technicians a 360-degree customer view and data on warranties and entitlements.
  • An intelligent scheduler dispatches the right technician to the right job, boosting first-time fix rates.
  • Transform the online purchasing process. Tailor product mixes, pricing agreements, and contracts to customers’ specific needs.
  • Supports end-to-end customer engagement across every channel with our unified marketing platform.
  • Make personalized connections with customers across web, email, social, mobile, and more with AI-powered insights.
  • Optimize communication between sales and operations teams while ensuring more predictive and transparent business, so they can build deeper and more trusted relationships with their customers.
  • Provides visibility into their customer interactions while enabling them to generate more robust sales forecasts.
  • Allows to have a better view of their customers through new sales agreements and account-based forecasting solutions.

It will also provide some facilities like…

Einstein Analytics for Manufacturing, which provides account managers with access to an intelligent experience with out-of-the-box KPIs into account health, demand insights, product penetration and sales agreement progress.

Community Cloud for Manufacturing delivers a new pre-built template specific for manufacturers that extends sales agreements to channel partners, allowing them to collaborate together on leads, and opportunities.

MuleSoft Anypoint Platform unlocks data from any application, data source or device—whether that data is on-premise or in the cloud.

Article Resource: Salesforce Manufacturing Cloud

Everything you need to know about Salesforce CRM

Even to this day, certain marketers have the main question that is spinning in their minds being “What is salesforce, precisely?”. Sure, you’ve definitely seen a plethora of brands use it year after year, but the overall question still remains because it is a lot more than just a simple definition and leaving it at that.

In the realm of CRM (Customer Relationship Management) it is truly a class apart and as the years pass by, more and more evidence is being presented as to why the aspect of Salesforce should be adopted by a large majority of services. It is primarily a cloud-based CRM platform that is used by over 150,000 services globally. It is used by small and large businesses alike that are looking for a secure and easy way to store all of their customer data as well as generate more leads and oversee marketing campaigns.

What makes Salesforce unique and viable?

The use of salesforce in CRM is only beginning to be understood by a majority of people across the board. What makes it so unique and an instant hit amongst most people is the aspect of Cloud Computing. The fact that Salesforce is a better product with a cheaper cost is only a small part of the overall picture. The real deal is that it moves everything to the Internet, eliminating the lengthy and exhaustive installation process. That is the key. Plus, with the creation of a simple monthly subscription fee, one does not need to reply anymore on long-term contracts or even licensing deals that are too expensive.

Why you should choose it

If you are looking for the fastest path from an idea to an app because with the help of Salesforce tools, one will be able to build an app much better and faster than using the tools and infrastructure yourself. That is for sure. Although this may not seem like much initially, thousands of dollars and hours of your time will be saved in the bargain. Here are the top five reasons why you should go for it:-

  • It can be accessed from anywhere at any time by your team since it is in the Cloud.
  • In the aspect of Integration, Salesforce wins every time since it is compatible with most apps in general from Gmail to your accounting software as well. Other CRMs do not offer such integration.
  • It is extremely fast to deploy taking only a matter of a few weeks, compared to other more traditional CRMs that can take over a year to deploy.
  • Its ease of use is truly unparalleled. Compared to most other CRMs and similar software, in the case of Salesforce is extremely user-friendly and easy to use. With less time figuring out how it works, you can spend a majority of that time putting it to use instead.
  • Its efficiency is mainly due to the fact that it is relatively easy to use. Hence, it can be customised in every way to meet business ends.

The various services and products offered under salesforce

The best way to understand the nature of Salesforce is to know the various products and services that have to offer as well as when to use them. Be it on Social, Mobile or Cloud domains, one can access a wide range of products and services. Here are the top four Cloud services that are offered by Salesforce:-

  • The marketing cloud: With this, you have the unique provision of one of the world’s most powerful digital marketing platforms right at your fingertips. In this regard, the entire journey of a customer with every aspect being taken care of, from social media, mobile, content creation, web personalisation as well as data analytics and content management.
  • Sales cloud: In this case of this CRM Platform, it manages the sales, organisation and customer support facets of your organisation. Whether your services are engaged in the B2B or B2C business model, you need this service.
  • The Commerce cloud: For the most seamless and quality customer service and experience, this is the answer. Most importantly, it also has a vital provision of customer data integration.
  • Analytics Cloud: Working with large data files as well as creating charts and graphs need a proper business intelligence platform, which is exactly what Analytics cloud provides. Most of all, it is optimised for data visualisation and mobile access.

Source:  suyati

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