Tag: salesforce integration

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5 Ways to Achieve Your Goals with Salesforce Sales Cloud

5 Ways to Achieve Your Goals with Salesforce Sales Cloud

In today’s competitive business environment, achieving your goals often requires more than just hard work; it necessitates the right tools and strategies. Salesforce Sales Cloud is a robust platform designed to help businesses streamline their sales processes, enhance productivity, and drive growth. Here’s how you can leverage Salesforce Sales Cloud to achieve your goals:

1. Optimize Your Sales Pipeline

Salesforce Sales Cloud provides a comprehensive view of your sales pipeline, allowing you to track every stage of the sales process. By utilizing customizable dashboards and reports, you can gain insights into your pipeline’s health and identify bottlenecks. With this data at your fingertips, you can make informed decisions, prioritize high-value leads, and implement strategies to move deals through the pipeline more efficiently.

Key Features:

  • Opportunity Management: Track and manage deals from inception to closure.
  • Sales Forecasting: Predict future sales performance based on historical data.
  • Lead Management: Capture and nurture leads to improve conversion rates.

2. Enhance Sales Team Collaboration

Effective collaboration is crucial for a high-performing sales team. Salesforce Sales Cloud offers tools that facilitate seamless communication and collaboration among team members. Features like Chatter, Salesforce’s internal social network, enable real-time discussions, file sharing, and updates, ensuring that everyone is on the same page.

Key Features:

  • Chatter: Collaborate in real-time with your team and share updates.
  • Salesforce Inbox: Integrate with your email to manage tasks and schedules efficiently.
  • Team Selling: Assign roles and responsibilities to different team members for complex deals.

3. Automate Routine Tasks

Salesforce Sales Cloud helps automate repetitive tasks, allowing your sales team to focus on high-value activities. By setting up workflows, approval processes, and task automation, you can streamline routine tasks such as follow-up emails, lead assignments, and data entry. Automation not only saves time but also reduces the risk of human error.

Key Features:

  • Workflow Rules: Automate routine tasks and notifications based on predefined criteria.
  • Process Builder: Create complex workflows with a visual interface.
  • Salesforce Flow: Automate multi-step processes and data collection.

4. Leverage Data-Driven Insights

Salesforce Sales Cloud provides powerful analytics and reporting tools that help you make data-driven decisions. By analyzing sales data, customer interactions, and performance metrics, you can identify trends, measure performance, and uncover areas for improvement. Customizable reports and dashboards provide a clear view of your sales activities and results.

Key Features:

  • Reports and Dashboards: Visualize and analyze sales data to track progress.
  • Einstein Analytics: Use AI-powered insights to predict future trends and opportunities.
  • Sales Performance Management: Measure and optimize the performance of your sales team.

5. Personalize Customer Interactions

Personalization is key to building strong customer relationships and closing deals. Salesforce Sales Cloud enables you to store detailed customer information, track interactions, and tailor your approach based on customer preferences and behaviors. By understanding your customer’s needs and providing personalized experiences, you can increase customer satisfaction and drive higher conversion rates.

Key Features:

  • Customer 360 View: Access a complete view of each customer’s history and preferences.
  • Personalized Communication: Use data to customize interactions and offers.
  • Salesforce Pardot: Automate marketing efforts and lead nurturing for more targeted outreach.

Conclusion

Salesforce Sales Cloud is a powerful tool for achieving your sales goals, whether you’re looking to optimize your pipeline, enhance team collaboration, automate tasks, leverage data insights, or personalize customer interactions. By fully utilizing the capabilities of Sales Cloud, you can streamline your sales processes, boost productivity, and drive growth. Embrace these strategies and watch as your sales performance transforms, helping you reach and exceed your business objectives.

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How to enhance your contact center operations through Salesforce and Vlocity

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Despite customers shifting in droves to digital channels, traditional contact center support will stay as a critical service channel. In several contact centers, the capacity to serve customers is severely crippled by agent’s requirement to obtain multiple legacy applications. Also, the current Corona-induced work from home schedules have drastically affected the functioning of contact centers.

In the present ever-evolving marketplace, the contact center has a direct bearing on your turnover. To derive the maximum ROI on processes, technology, and employee performance, several companies are fixated on accomplishing the following within their contact centers:

  • Less issue resolution time
  • Widening self-service choices for customers
  • Minimal admin time for agents
  • Curtailed agent training and onboarding
  • bring down customer attrition
  • Heightened customer spend: lead generation, cross and upsell possibilities
  • High CSAT and NPS scores

Prior to resolving the above, you have to find out your pain points: The challenges or hurdles confronting you, High expenses, fresh agents, customer grievances, and call deflection needs.

To explain success lucidly for your business, you require key performance metrics for the sake of comparison. Have you started to track metrics? Certain traditional metrics such as Net promoter score (NPS), Customer satisfaction (CSAT), Average handle time (AHT), First call resolution (FCR), Call Deflection rate, or Agent Attrition rate will aid you in understanding where you need to focus first.

Once you are aware of what to target, you need tools for the same as well. So, what tools will help you get there?

Adding Vlocity to your Salesforce Org

Salesforce happens to be a little bit more than a CRM — so kindly utilize it likewise. Activate your Org by developing and deploying cloud applications, tools, and services to automate business procedures, and merge with external applications. Having appropriate tools for automation is a must for your contact center to function smoothly and widens your team’s bandwidth to deal with more complex customer-specific concerns.

Salesforce gels perfectly with others. If united with Salesforce, Vlocity can quicken business process transformations focussed on agent and customer experiences. Vlocity also offers innovative solutions for industry and customer modules that can be fully exploited to enhance value. The advantages of Vlocity lies in its framework: Vlocity Cards, OmniScript, Data Integration tools, and innovative industry-centric functionality. These tools are adept at solving any issues plaguing your contact center.

By properly executing Vlocity in your contact center, you can bring down call handle and training times by offering contact center agents a single engagement layer via Vlocity’s Card Framework, Vlocity Actions and Omniscript. Omniscripts denoting guided processes are easily downloadable and customized from the Vlocity Process Library for usual service requests such as intimating a beneficiary, seeking an ID card, address changes, and dozens of others. Guided Processes do away with the need for a different Standard Operating Procedures (SOP) binder as the SOP is encoded into the Omniscript. These processes can be utilized for portals and mobile apps apart from the contact center. By easing the process of merger with external systems via microservices these transactions happen with merely a few clicks and without exiting the Salesforce platform.

Improving customer satisfaction and agents’ AHT

In the past, contact center agents wasted a lot of time going through several applications in order to find and resolve the caller grievances. If a lot of time is wasted in resolving the issue then it can be frustrating for both customers and agents. By utilizing optimally both native Salesforce Service Console and Vlocity cards, every information can be showcased in a single view on an agent’s screen. This results in an improvement in agents’ Average Handle Time and even the time spent on the call comes down, enhancing customer satisfaction and your key CSAT and NPS metrics. Having the right platform, can help you to swiftly and conveniently better your ROI on your people, processes, and technology. However, the benefits go beyond these. Whether you are striving to bring down issue resolution or cut down admin time for agents, these goals aid your team to be involved:

More agency for agents

Agents are very vital to the scheme of any contact center. If your team gets job satisfaction constantly and the feel of empowerment while performing their jobs, then resultantly it brings down agent training, onboarding time, and eventually agent attrition. By having proper tools in place, and the right training at the beginning, your contact center will have more merrier and engaged employees.

Whittle down complexities

Complexities pertaining to certain products result in longer training times, together with high agent turnover and your expenditure to bring in and retain/retrain agents can mount significantly. By optimizing Vlocity OmniScript, a stable call script can be optimally utilized for every kind of call. The training time needed for fresh agents can come down by several notches. Intuitive tools permitting an agent to control and learn customer interactions on their own assists in cutting down attrition rates and enhances employee satisfaction.When several tools are employed in one comprehensive program, then contact centers can optimally utilize staff across various channels, betters the handling time of customers and reduces training time for employees.

Assures compliance

With regard to contact centers in extremely controlled industries, apart from field tracking offered by Salesforce Shield, Vlocity includes caller verification and interaction logging to the compliance toolset. The Vlocity system even has functionality like innovative elements to carry out caller verification before showcasing the caller’s information. This element can be configured for various types of verification issues. There is even an extra facility for the agent through which he or she can click on an icon to comfortably capture crucial data elements being shared during the call. This gets automatically included in the interaction log.

Turning customers ecstatic

Cutting down customer attrition and maximizing customer self-service potentials happen to be two business drivers that work in tandem to accomplish any goals of the company, keeping customers in good humor. Salesforce Customer Communities makes an engagement platform for customers to communicate unlimitedly with company, at their convenience and leisure. Unifying Communities abilities with Vlocity’s Cards and Omni Scripts, customers get increased opportunities for self-service features and call deflection, which enables your agents to focus more on core activities related to customers.

Incorporating email or text to offer dynamic notification to involve your customers can significantly enhance NPS, especially notifications regarding crucial milestones in old transactions. Giving proactive information to your customers also serves the purpose of a call deflection mechanism. For key or long-running transactions, you can involve your customers by optimizing nurture campaigns. Each of these happen to be the strength of Salesforce Marketing Cloud.

Add more value to your contact center

It’s common knowledge that contact centers happen to be a tough working environment. Bettering agent toolkits to effectively tackle, deflect, and resolve customer calls is a continuous procedure. Integrating Salesforce and Vlocity in order to offer clarity over the customer and relevant data points, permits agents to concentrate more on customer issues than the procedures needed to do so. By properly utilizing Salesforce and Vlocity capacities, your company can enhance customer retention, eliminate the requirement for legacy interfaces, maximize customer satisfaction, cut down AHT and training time, and offer a holistic view of your customer to all agents. Our incisive sub-industry focus, together with success related to Salesforce and Vlocity, make us better placed to offer additional value to your contact center operations.

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What Is SalesForce ? It’s Features And Pricing

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With over decades of experience in handling SalesForce implementation service , Winklix is fully capable of answering all question related to Salesforce and that’s so without going into technicalities . In this article we are going to explore the potential of SalesForce CRM , the industries it serves and why actually the SalesForce CRM is loveable by customers worldwide .

Facts About Salesforce 

What Exactly Is SalesForce ? 

We can define Salesforce as Software-as-a-service ( SaaS) CRM developed by Salesforce.com ( abbreviated as SDFC for Salesforce Dot Com ) which is popular for its cloud computing technology . SalesForce CRM is being used for customer relationship management in sales , marketing and customer service . Salesforce includes various list of products which are described below : 

  • Sales Cloud – This CRM helps automation of sales process as well as management of lead , opportunity , sales reporting and forecasting .
  • Service Cloud – This helps in automation of omnichannel customer service , case management , field service management and at last customer service analytics .
  • Marketing Cloud – This aids in automation of marketing campaigns as well as advertising on social media platforms , creation of customer communication scenarios .

The best thing about Salesforce is it has also released industry specific products like health cloud , Financial service cloud , Government cloud which is customised as per industry specific needs in order to process the peculiarities of organisation . 

Is There Anything Like Salesforce ERP ? 

In general there is no official Salesforce ERP in the market . But yes there are number of cloud based ERP built by third party which can be easily integrated with Salesforce for free and can be lower than the total cost of ERP software which you may be willing to purchase .

SalesForce Cost 

How Much Does SalesForce CRM Cost ? 

SalesForce CRM consist of multiple Salesforce products and the cost totally depends on editions of these products and number of license you want to purchase . You can consult more about Salesforce costing over here .

Is Salesforce Also Offers Free Version ?

Unfortunately Salesforce does not offer free CRM version , but you may avail free 30 days trial of Sales and Service cloud .

Can You Pay For Salesforce Monthly ? 

All Salesforce products are being sold on per user basis which additionally requires annual billing . If billing is an issue , you can have chit chat with Salesforce executive and find possible opportunity for billing .

Salesforce Customers 

Which Type Of Companies Use Salesforce ? 

Although Salesforce has been providing industry specific solution be it professional services , IT , manufacturing , retail , healthcare , banking or finance . Some of the famous Salesforce clients are Adidas , AWS , T- Mobile and so on .

How Many Customers SalesForce Is Serving ?

Salesforce currently serves more than 1,50,000 customers worldwide thereby helping them in increasing their sales revenue and overall employee productivity .

Technology Aspects 

How Does SalesForce CRM Work ? 

SalesForce CRM enables punching of customer information and tracking of integration with customers . In addition to it , SalesForce CRM offers tons of features for internal business process of organisation with automated email notification , assignment of task and so on . 

Sets of key Salesforce features includes :  

  • Customer Profile : It helps management of customer information which also includes management of account and contact objects .
  • Sales Automation : It allows features which includes workflow rules , approvals and process builder which facilitate sales process related automation .
  • Marketing Automation : Sales  automates mass email features thereby allowing targeted emails and tracking of contacts received .The auto campaign management helps customers to deliver personalised message , manage marketing campaign across all channels and tracking their result .
  • Customer Service Automation : Salesforce has omnichannel features which allows multiple customer communication channels under one roof . The case management automates lifecycle from from creation to its closure 

What Coding Languages Does SalesForce Use ? 

Apex Code is Salesforce coding language , which is known as object oriented language with Java like syntax . Apex automates many internal business process like expected revenue and discount calculation and thereby enable automated field updates , email notification and task assignments .

What Database Does SalesForce Use ? 

Salesforce used Oracle database .

Still Have Question ?

If you still have question , feel free to contact Winklix’s Salesforce consultants  to solve your particular CRM issue as well as customisation .