Salesforce Consultancy Archives - Richestsoft https://richestsoft.com/blog Fri, 05 Apr 2024 04:34:28 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.3 https://richestsoft.com/blog/wp-content/uploads/2017/11/cropped-log_white-1-2-32x32.png Salesforce Consultancy Archives - Richestsoft https://richestsoft.com/blog 32 32 Salesforce Consultant: How To Do The Right Selection https://richestsoft.com/blog/sales-force-consultant-right-selection/ Thu, 23 Feb 2017 12:03:54 +0000 https://www.richestsoft.com/?p=3391 Salesforce, the world’s leading cloud-based CRM, has the ability to expand your business by offering a comprehensive view of your customers and linking different information channels. Salesforce changed the way companies used to work. Salesforce is a CRM and cloud solution provider known for driving corporate efficiency and growth by providing a unified, customer-centric platform […]

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Salesforce, the world’s leading cloud-based CRM, has the ability to expand your business by offering a comprehensive view of your customers and linking different information channels. Salesforce changed the way companies used to work. Salesforce is a CRM and cloud solution provider known for driving corporate efficiency and growth by providing a unified, customer-centric platform for various business departments such as sales, marketing, human resources, analytics, accounting, and others. There are various aspects to consider when looking for the best Salesforce consulting business to help you maximize your investment in the platform.

Tips for Choosing the Salesforce Consulting Partner

1. Experience is important

Experience is gained through the completion of many projects over time. A thorough talk with the consultant will provide you with a comprehensive understanding of their experience and competence. Hiring a Salesforce consultant with extensive knowledge of your industry is a good start, but it cannot be your only strategy for success. You can also request case studies, documentation, and testimonials for a similar problem that your company is facing and attempting to solve with salesforce solutions. With well-researched solutions, such Salesforce partners can better comprehend and address the issue points.

2. Check certification

When looking for a Salesforce consulting company, the best way to determine their expertise is to look at their certification level. This is because the salesforce partnership company is selected based on the company’s certified developers‘ expertise, innovation, customization degree, success rates, and engagement level. Salesforce offers various certifications to individuals and businesses through the Salesforce Partner Ecosystem, depending on their experience and skills. Understanding consultant levels and individual credentials will assist you in selecting the right agency with the right individuals.

3. Examine the portfolios

Sharing a portfolio is a popular technique that allows businesses to learn about the customized solutions provided by a salesforce partner for specific situations. Additionally, testimonials from existing clients attest to success. You may search the Salesforce AppExchange for authentic client comments. The portfolio and testimonials assist you in determining whether or not to proceed with the company. If the company fails to deliver them, it indicates that something is wrong.

4. Look for Customer Reviews

Checking reviews about the company you’re considering hiring is a great method to ensure about the company is good or not. If a company satisfies the consumer or not, you will find that through consumer reviews. You will also learn about the company’s experience, certifications, and areas of specialty, among other things. Reviews can be found on social media platforms and on Google Reviews.

Call: +1 315 210 4488
Email: info@richestsoft.com

Marketo Apps

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Salesforce Joins Twitter Google, Apple, Uber, IBM To Oppose Building a Muslim Registry https://richestsoft.com/blog/salesforce-joins-twitter-google-apple-uber-ibm-to-oppose-building-a-muslim-registry/ Tue, 20 Dec 2016 10:00:40 +0000 https://www.richestsoft.com/?p=3232 At the beginning of the election campaign, Trump promoted the idea of creating a Muslim registry as a strategy to end terrorism and terrorist activities against the United States. This needed a database, and tech giants were approached to do so. And the tech giants we are talking about here are Salesforce, Google, Apple, Twitter, […]

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At the beginning of the election campaign, Trump promoted the idea of creating a Muslim registry as a strategy to end terrorism and terrorist activities against the United States. This needed a database, and tech giants were approached to do so. And the tech giants we are talking about here are Salesforce, Google, Apple, Twitter, Uber, IBM, and others.

In the beginning, Twitter opposed this decision, and with their bold step, other companies stepped in, and the list of companies opposing this decision expanded, with Salesforce being the latest entry in it. The companies said they won’t build or suggest building such tools that discriminate based on religion or any other demographic.

Salesforce CEO Marc Benioff wasn’t even present at the recent summit at which Trump called the leaders of Silicon Valley. In that meeting, Jeff Bezos (Amazon CEO), Tim Cook (Apple CEO), Sheryl Sandberg (Facebook COO), and Satya Nadella (Microsoft CEO) were all present. Benioff is known for giving equal rights to his employees.

A spokesperson for Apple said, “Our company is committed to treating all individuals with respect and fairness, regardless of their religion, race, gender, or sexual orientation.” We firmly believe in equal rights and equal treatment for all. “We will not participate in any project or effort that promotes discrimination or inequality.”

A spokesperson for IBM said, “IBM firmly believes in and practices a policy of equal opportunity, non-discrimination, and diversity.” We do not condone or support any form of discrimination against individuals or groups based on race, gender, sexual orientation, or religion. We are committed to creating an inclusive and equitable work environment for all employees.”

Richestsoft supports Salesforce’s decision and feels proud to present Salesforce consultation services to businesses of all sizes. RichestSoft Salesforce consultants have a deep and thorough knowledge of the platform. They are well-versed in the ins and outs of the technical and marketing aspects of the platform.

Call: +1 315 210 4488
Email: info@richestsoft.com

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Excited about Dreamforce? Make the most of your Visit at Dreamforce https://richestsoft.com/blog/excited-dreamforce-make-visit-dreamforce/ Tue, 27 Sep 2016 12:44:25 +0000 https://www.richestsoft.com/?p=2940 This year’s greatest business conference is on the Horizon. Just a few days away now. You may be excited about your visit at Dreamforce. So are we and we have planned our way to make the most out of our visit to Dreamforce. Meetings are being fixed, plans that we were going to discuss have […]

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This year’s greatest business conference is on the Horizon. Just a few days away now. You may be excited about your visit at Dreamforce. So are we and we have planned our way to make the most out of our visit to Dreamforce. Meetings are being fixed, plans that we were going to discuss have been prepared, and we are ready to spill the beans at Dreamforce’16.

Here’s how anyone can make he most out of his/her visit to Dreamforce. Here’s what you should do

1. Get Comfy
A lot will be happening at the event. You must be prepared to visit at multiple venues, booths to seize the opportunity at the right. You might have to do a lot of foot work. So, slip in the comfortable corporate casuals and shoes to do the walking without stressing your body.

2. Bring Plenty of Cards
It’s a business meet. So, bringing the Business cards is the obvious thing to do if you are really visiting Dresmforce for growing your business.

3. Communicate
Now, once you are ready to cover the event on foot, packed with business cards, start communication with potential prospects you see there. Communicate with every lead you get, present yourself well. Discuss the future opportunities and share your business cards. RichestSoft representatives did the same at DMEXCO, on 14th & 15th September, in Cologne, Germany. We got an excellent response at DMEXCO.

4. Observe
See what the competitors are doing. See what they brought new this year, what’s in trend. Just observe the latest industry trends.

5. Take a Break
There will be musical performances, after parties at the event. Don’t miss those. After all, you will be in San Francisco, it has world’s most happening crowd.

6. Learn
DMEXCO, Dreamforce or any other business events are a great way to learn and grow together. Talking with high professional individuals, attending the technical sessions, and communicating to lock a business deal will all grow to make you a good marketer, business.

DMEXCO’s Hangover is still on and Dreamforce is not far. We are excited. Hope to see you there with full enthusiasm.

Schedule a meeting with RichestSoft Representatives at Dreamforce.

Call : +1 718 313 1485
Email : info@richestsoft.com

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Salesforce Einstein Artificial Intelligence – The Evolutionary Addition https://richestsoft.com/blog/salesforce-einstein-artificial-intelligence-the-evolutionary-addition/ Fri, 23 Sep 2016 10:05:47 +0000 https://www.richestsoft.com/?p=2925 Salesforce has a habit of surprising its users and audience with evolutionary introductions to its core software. We were yet not over with Salesforce Lightning and Sales Lightning Bolt, and Salesforce threw another ball in the Party – Salesforce Einstein Artificial Intelligence adding to the personalization and human touch to the automated process. Salesforce invested […]

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Salesforce has a habit of surprising its users and audience with evolutionary introductions to its core software. We were yet not over with Salesforce Lightning and Sales Lightning Bolt, and Salesforce threw another ball in the Party – Salesforce Einstein Artificial Intelligence adding to the personalization and human touch to the automated process.

Salesforce invested a fortune to bring the first of its kind AI under its shed. It was facing competition from rivals such as Microsoft Corporation and Oracle Corporation. With new players jumping into marketing automation and cloud computing Salesforce got to keep itself above all, and this new edition did exactly that.

John Ball, the general manager of the AI service, said that Salesforce Einstein will make the digital data handling, cloud computing, and marketing automation more powerful. This change will make Salesforce clientele even more strong than before. With clients generating more data and more information flowing through emails, social media and websites a new tool was needed to analyze every step with the elimination of the human error. Clients now can operate the Salesforce Einstein and tell it which data or part of the information is to be used or not.

Some of the Artificial Intelligence methods are already in use such as facial recognition on Facebook and photo picking via apps by Google. Now, Salesforce wanted to bring Artificial Intelligence to simplify and speed up the core processes, tasks, and jobs in its software. The AI takes care of the employee end and customer-end processes. Predictive lead scoring, forecasting is now refined to reduce time, cost, and target crucial efforts.

Not only on marketing process, Salesforce Einstein will also assist in app building process in the app cloud. You have Salesforce lightning and now Salesforce Einstein for app building that’s like icing on the cake.

More features of the AI will be unveiled at Dreamforce this year. And, RichestSoft will be there. Are you Coming? Fix a meeting with RichestSoft at Dreamforce. Or simply call RichestSoft’s Salesforce Consultants.

Call : +1 718 313 1485
Email : info@richestsoft.com

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After Salesforce Lightning, it’s Salesforce Lightning Bolt https://richestsoft.com/blog/after-salesforce-lightning-its-salesforce-lightning-bolt/ Fri, 16 Sep 2016 10:47:21 +0000 https://www.richestsoft.com/?p=2885 Community and Portal Building Made Easier with Lightning Bolt Since its launch, Salesforce community cloud has gained immense popularity due to its ease of use, benefits it offers and solutions it provides. To make the overall experience even better, Salesforce has now introduced Salesforce Lightning Bolt. After the great success of Salesforce lightning, which was […]

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Community and Portal Building Made Easier with Lightning Bolt

Since its launch, Salesforce community cloud has gained immense popularity due to its ease of use, benefits it offers and solutions it provides. To make the overall experience even better, Salesforce has now introduced Salesforce Lightning Bolt. After the great success of Salesforce lightning, which was for developing apps in an easy way, it was time for a new addition, so the Lightning Bolt was born.

The newest framework is bringing the next level of community building and portal building. Companies can create communities and portals in an easy way and quicker. Integrating Salesforce community, website, and CRM is easy and costs less with Lightning Bolt. Seeing the feature rich lightning Bolt, the leading partners of Salesforce have also jumped in and have announced their solutions regarding this. Deloitte, Accenture, PwC, Appirio, CloudCraze, Cognizant, magnet 360, Silverline, Cadalys have introduced their solutions via AppExchange.

Product Wise and Companies Wise Lightning Bolt Solutions

1. Accenture: Insurance Agents Community
2. Accenture: Retail Store Operations Community
3. Appirio: Retail Store Collaborations
4. CloudCraze: Lightning Commerce Application
5. Cognizant: Mortgage Brokers
6. Deloitte: Manufacturing Customer Service
7. Magnet 360: Retail Audience Engagement
8. PwC: Supplier Marketing Community
9. Silverline: Patient Scheduling
10. Cadalys: Retail Store Operations
11. 7Summits: PartnerFirst

See, the companies are already into this thing. There will be more in the near future. Update your Salesforce and introduce lightning bolt today.

Learn how to incorporate Salesforce Lightning Bolt into your core Salesforce Software. Get assistance regarding Salesforce Lightning or Lightning Bolt, you can talk to our Salesforce experts. Contact our Salesforce Consultants for a free consultation.

Call : +1 315 210 4488
Email : info@richestsoft.com

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Best Mobile App Development Trends Witnessed in 2016 https://richestsoft.com/blog/best-mobile-app-development-trends-witnessed-2016/ Thu, 15 Sep 2016 09:25:10 +0000 https://www.richestsoft.com/?p=2879 The tiny icons on your hand-size mobile screen have come through a long way to deliver a superior experience to you. From pen-stand to the penthouse, tasty meals to cab bookings, to access anything, you can’t keep your smart-phone aside. Mobile applications have made almost everything easier and it has rocket boosted mobile app building […]

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The tiny icons on your hand-size mobile screen have come through a long way to deliver a superior experience to you. From pen-stand to the penthouse, tasty meals to cab bookings, to access anything, you can’t keep your smart-phone aside. Mobile applications have made almost everything easier and it has rocket boosted mobile app building sector and we are witnessing new mobile application development tools. You use these apps daily, install the updates. Have you noticed some of the latest trends in mobile applications that every second app is following? Here are some…

1. Clouds for Apps
In Mobile app development service area, mobile application development cloud tools are in huge demand. Even Salesforce offers its App Cloud services for easy mobile app building basically for non-core developers. Mobile application development companies are building apps that are operating system compatible and device compatible for easy usage for all the users. Cloud technology allows faster app development even for those who don’t have core knowledge of the mobile app development methods.

2. Wearable Gadgets
It began with Apple watch and all the other companies followed the trend. Receiving calls, canceling calls, from recording heartbeat, pulse, GPS are some of the features that are operated via the app in the gadget connected with your mobile device. Wearable gadgets have become a style symbol too as they are made not focusing only on the functionality, but also fashion-ability.

3. From E-Commerce to M-Commerce
Shopping from physical stores to websites to mobile apps, things have evolved. The percentage of people buying from mobile apps is increasing. Even money transfer is done via mobile apps. Such an ease in all the tasks made mobile app building so popular and demanding job.

4. IoT (Internet of Things)
IoT is the second most popular child after Cloud Computing. RichestSoft, a mobile application development company, creates pleasant user-experience for the app users focusing on important business sectors. Connect different work stations in one network under one platform, monitor every activity from one place, all this is possible with Internet of Things (IoT).

5. Advertising Apps
In early days, advertisements in the apps were on in the banner section. But, they are covering more space. Some like it and some don’t. Video Ads, image ads and text ads are getting introduced in apps of all genres. Mobile application development company as per client’s needs leave the space for the ads so that the ads don’t interrupt the users. The experience of accessing mobile apps is no different that accessing a website now.

Contact RishestSoft, sector’s leading mobile application development company, for rich mobile app building services using the best mobile application development tools.

Call : +1 315 210 4488
Email : info@richestsoft.com

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3 Free Sales Apps on Salesforce App Exchange every Sales Team Needs https://richestsoft.com/blog/3-free-sales-apps-salesforce-appexchange-every-sales-team-needs/ Fri, 01 Jul 2016 07:58:14 +0000 http://www.richestsoft.com/blog/?p=1062 In the second edition in free salesforce apps on Exchange write up, today we are covering 3 free sales app on Salesforce AppExchange. Previously we covered 3 Free Customer Service Apps on Salesforce AppExchange. 1. Ebsta for Gmail Free Gmail and Google Integration with Email Tracking Add emails from Gmail to Salesforce. Track Email Performance; […]

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In the second edition in free salesforce apps on Exchange write up, today we are covering 3 free sales app on Salesforce AppExchange. Previously we covered 3 Free Customer Service Apps on Salesforce AppExchange.

1. Ebsta for Gmail
Free Gmail and Google Integration with Email Tracking

  • Add emails from Gmail to Salesforce.
  • Track Email Performance; Deliverability and Open Rate.
  • Google Calender and Salesforce syncing.
  • Incorporate Salesforce Templates in Gmail

It helps in improving the workflow by relating the Salesforce org with LinkedIn. The Gmail plugin is also free. In totality, you can access LinkedIn, Gmail, Facebook, Twitter and other websites with Ebsta. This brings everything in sync and makes work seamless. Better tracking of the leads and how to pitch the sale to the lead based on the channel from where it came.

Note: It is free for the first three users only. Then the nominal charges apply.

2. S-Docs
Free Document Generator

  1. Generate Invoices.
  2. Create Proposals.
  3. Prepare Statements.
  4. Account Summaries.
  5. Provide Quotes.
  6. Contracts.

Produce document in any format such as word, Email PDF, Excel, with

  1. No 3rd Party Service.
  2. No 3rd Party Plugin.
  3. E-signature support.
  4. Point and Click Template editors.
  5. HTML5 Support.

S-Docs is an app that lets you work within Salesforce completely. Again, this app offers better management without leaving your core software. It removes the hassle of switching from software to software to get the work done.


3. Ebsta

Free LinkedIn Integration for Salesforce
Another Ebsta Product in the list that puts your sales team in a better position to get more sales.

  • Easy Access to the Records in Salesforce.
  • Credit Card not Compulsory.
  • Relational Notifications.
  • LinkedIn profiles and Salesforce records access side by side.

This app is free only for the first 3 users. If your sales representatives keep on shifting from tool to tool, system to system, it will become time consuming and confusing. Data operating and functioning through one combined system eases the task and saves time. Give more power to your sales team to make them sell more.

We will be covering more apps in the coming editions of this series of the articles. So, stay tuned.

And, in the meantime, if you need any assistance regarding any challenge you are facing in the Salesforce, feel free to contact us for Salesforce Consultation.

Call : +1 315 210 4488
Email : info@richestsoft.com

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3 Free Customer Service Apps on Salesforce AppExchange https://richestsoft.com/blog/3-free-customer-service-apps-salesforce-appexchange/ Fri, 01 Jul 2016 06:49:49 +0000 http://www.richestsoft.com/blog/?p=1057 Customer Service is that pillar in the marketing and sales process that can give you an evolutionary advantage over your competitors. Luckily, you have multiple customer service applications in Salesforce AppExchange to offer you in customer service support in marketing automation software. These customer service apps take the pressure off your shoulder and ease the […]

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Customer Service is that pillar in the marketing and sales process that can give you an evolutionary advantage over your competitors. Luckily, you have multiple customer service applications in Salesforce AppExchange to offer you in customer service support in marketing automation software. These customer service apps take the pressure off your shoulder and ease the process for you. Here are 3 Salesforce customer service apps on AppExchange for you.

1. Round Robin Record Assignment

  • Create User Groups.
  • Ownership assignment using ‘Assignment Rule’ feature in the app.
  • Single user in several assignment Groups.
  • Group-wise independent record assignment.
  • Quick Processing.
  • Apex Code for assignment Management.

Round Robin Record assignment allows you to create user groups and assign authorship based on the standards defined by the operator.

2. Timba Surveys

  • Create and Customize Surveys.
  • Easy to apply Templates.
  • Pitch Surveys to Salesforce contacts (internal and external), followers, users and leads.
  • Analytical Reporting.
  • Export the built reports.

Timba Survey app is developed by Altimetrik and is a free native Force.com application. It allows you to create and edit surveys using the inbuilt templates and easy point, click and create interface. Then you send out those surveys to the audience. The audience here could be your internal and external contacts, leads, users or followers. You can even reach the non-salesforce users and allow them to respond to the surveys.
So, let your clients speak up about your products and services. See how much they are satisfied and what they want to be changed. This way you will know about your customers better.

3. Take Ownership for Cases
Another free app in the list you should use. Take ownership of the cases with Just One Click. This is done by adding a custom button to the page layout. The regular method of taking ownership was lengthy and time-consuming. Thanks to ‘Take Ownership for Cases’, the process has been decreased to

1. Adding ‘Take Ownership for Cases’ button to page layout
2. Single click to take ownership of the page

If you are a regular case user and people want to own them, you need ‘Take Ownership for Cases’.

Need assistance in installation and configuration of customer service apps from the Salesforce AppExchange? Don’t hesitate to contact RichestSoft’s certified Salesforce consultants.

Call : +1 315 210 4488
Email : info@richestsoft.com

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B2B Sale Trends You Shouldn’t Miss https://richestsoft.com/blog/b2b-sale-trends-shouldnt-miss/ Tue, 28 Jun 2016 09:25:46 +0000 http://www.richestsoft.com/blog/?p=1041 The backs of sales teams are being broken by the shift in B2B buyer behavior, purchasing procedures, and brand-new sales processes. Sales teams must ingest the most recent sales processes in order to achieve and surpass the competition, hit the targets set, and convert leads. The buyer’s journey and purchasing habits are where the transformation […]

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The backs of sales teams are being broken by the shift in B2B buyer behavior, purchasing procedures, and brand-new sales processes. Sales teams must ingest the most recent sales processes in order to achieve and surpass the competition, hit the targets set, and convert leads.

The buyer’s journey and purchasing habits are where the transformation in sales procedures starts. Therefore there is nothing you may skip in order to learn the most recent B2B sales trends.

The Five Pillars are the foundation of the modern B2B sales process

1. Information Flow
You as a business inform the public about your goods and services through your website, social media accounts, emails, eBooks, and other marketing materials. The remaining data is available as reviews, comments, feedback, and comparisons. The same is being done by your rivals, and information about that is readily available. It is no longer acceptable to ask a marketer or sales professional for information directly.

When a B2B buyer is already at the conversion stage and seeks information about sales process he must go through and benefits he receives by picking a particular firm over others, that is when the one-on-one engagement with marketers and sales professionals actually comes in.

To deliver the answer or offer the prospect is seeking exactly and unambiguously, the marketer and sales reps must be competent. To accomplish that, the marketers or sales person must be aware of the problems the prospect is encountering and the suitable solution he requires. The likelihood that the prospect will purchase the deal increases if the sales representative is successful in delivering that to the prospect.

2. No-Pushy Sales Representative
A wise buyer would always inquire about the business, services, goods, after-sale services, budget, and other things he is interested in learning about. The company prospects do their own online research to determine what options/solutions are available before speaking with any sales representatives. Talking to a sales representative at this point will only move them closer to the purchasing step. They also don’t want to act hastily on that one.

Once the interaction with the salesperson has started, customers want their queries to be addressed and not for them to be pressured into purchasing services. To establish a reliable and fruitful working relationship with the prospect, a sales representative should inform the prospect about the solutions. Don’t hesitate to educate the potential customer.

3. Help Prospects in Making Decisions
Sometimes, having access to a lot of information can make a customer confused. Additionally, the authenticity of each information source must be cross-checked. Not all potential customers request that checking. They require a sales representative at that point to help them sort through the uncertainty and make a better choice. A sales representative’s responsibility is to ensure that the prospects are comfortable with their choice. Only when the sales representative is fully aware of the prospect’s wants can he provide the ideal speech and aid in their decision-making.

4. Post-Sale Satisfaction
The tale of every B2B customer who was misled by pre-sale services and abandoned as a result of subpar after-sale services. Never allow it to occur in your situation or your company’s reputation will suffer greatly. Do emphasis the benefits and support the customer receives after purchasing the products. A sales representative must explain post-purchase services in a straightforward manner. You may also point the potential customer to a content source that details the post-purchase support.

5.  Stage-Based Content Strategy for Sales Cycle
The scripted technique is out of date and not advised for B2B buyers nowadays. This is due to the fact that not all prospects or potential leads can be pitched with the same tone and content. It lessens the element of trust and believability. Once we are aware of the prospect’s stage, we tailor our content pitch to suit him. In this manner, the appropriate prospect receives the appropriate content offer.

The five pillars described above are not taken from a book or a screenplay. These are case-sensitive and situation-based. The days of the crowded approach are over; today, it’s all about recognizing the B2B customer, their situation, and their stage.

Call Us : +1 718 313 1485
Mail Us : info@richestsoft.com

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Top 8 Sales Cloud Best Practices You Should Make Full Use Of https://richestsoft.com/blog/top-8-sales-cloud-best-practices-make-full-use/ Mon, 13 Jun 2016 13:02:47 +0000 http://www.richestsoft.com/blog/?p=861 As you plan to bring in a new management tool within your organization to improvise its sales process, you realize that no other tool could be better for it rather than Salesforce® Sales Cloud™. And why not? Sales Cloud has emerged as the first choice of most organizations’ sales departments. Sales Force is a CRM […]

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As you plan to bring in a new management tool within your organization to improvise its sales process, you realize that no other tool could be better for it rather than Salesforce® Sales Cloud™. And why not? Sales Cloud has emerged as the first choice of most organizations’ sales departments. Sales Force is a CRM tool that inclusively helps your Salesforce to maintain and manage the entire sales procedure effectively. Sales Cloud has proven to be the most effective tool to enhance any organization’s frameworks while boosting sales and overall organizational growth. This article will discuss the Salesforce Sales Cloud best practices that every Salesforce should utilize. Also, the advantages Sales Cloud can offer to your organization.

Boost sales with sales cloud

Consider this list of some of the best Sales Cloud practices to make the most of your salesforce strategies.

1. Customize to your requirements 

Sales Cloud is one tool that works wonders as it allows your organization Salesforce to establish their setups as per their requirements facilitating limitless customization. As your Salesforce is enabled with unlimited customization, it is possible to scale up sales operations to any required level. You can boost efficiency and response time to the customer’s dynamic requirements.

With Sales Cloud, teams are provided with various engaging applications, profiles, dashboard layouts, and more that they can customize to meet business operation needs. Users can develop specific procedures and showcase distinctive data from various teams in different fields. Also, establish parameters to ascertain security.

To assist in tracking deals through the networks, customized tools and applications can be created. A company can design a sales-support App just for them to give their salespeople access to information while out in the field. These are only a few of the considerable modifications that Sales Cloud can be made.

2. Utilize Salesforce central for the operations of the sales department

The only way to guarantee Salesforce’s proper implementation after signing up is to make it essential to the department’s operations. Every representative must be motivated to complete this procedure from the very top. The only way reps can guarantee they receive all the credit for creating the pipeline and closing sales that they have introduced into it is to make it essential that every little detail must be routed through Sales Cloud. You can guarantee accountability by using Salesforce dashboards that are set up well.

It becomes the team’s sole source of knowledge by becoming the conduit for all meetings and prospective ideas. Set the bar for Salesforce usage by using it and being open about it. Encourage App usage by enabling the Salesforce Mobile App on all the devices your sales reps prefer using the Chatter social networking platform.

3. Automate the entire sales process

According to a 2018 Forbes article, sales teams routinely devote up to 64% of their time to things that are not presently related to closing deals. It’s a waste of time and opportunity. Most tasks and related business processes can be automated with Sales Cloud, including price modifications, approvals, trip records, reports, and other items. 

Sales Cloud automates sales process

A 2019 Microsoft-IDC analysis that primarily addressed the Asia Pacific area noted that productivity could increase by a factor of two when artificial intelligence (AI) is added. This automation enables the team to return to selling, which is what they should be doing.

Teams may decide more quickly and effectively based on the data that the Sales Cloud processes and automatic approvals provide. Drag-and-drop menus, approvals on Chatter feeds, and other customizable business procedures are available. You can maximize the return on your Sales Cloud investment by using automation.

4. Implement successful plans with the help of Sales Cloud 

To achieve your success objectives, you must first set up Sales Cloud. However, Sales Cloud offers several tools, services, and support systems that will assist you in moving things along faster if you want to go further. Utilizing one of the various success strategies is one of the most significant ways to get started. The support, direction, and training regimens required to help you reach your objective are included in each success plan. The self-explanatory Standard Success Plan is available immediately after joining up. As a result, setup takes less time.

Consider using Sales Cloud’s Premier or Premier+Success Plans if you aim to speed up deployment, boost productivity, and promote adoption. Check out the Signature Success Plan if you want a higher degree of individualized support. It includes all of Premier’s features and adds a team of professionals who work to maintain excellent Salesforce performance.

5. Streamline sales operations by Interconnecting organization data systems

The typical salesman uses many apps to obtain a variety of information daily. Businesses frequently use a separate App to track new prospective leads, review commission status, track travel, and expenses, access product information, and receive related updates. On the other hand, the Sales Cloud can link different apps that a salesperson utilizes to help them operate more efficiently. Application Program Interfaces (APIs) from a wide range of Salesforce’s offerings can be used to create these relationships.

These APIs can be easily incorporated with various business programs to streamline work because they are straightforward. Numerous apps are available for this on Salesforce’s AppExchange. The APIs and apps may manage all aspects of the sales process, including commission estimators, pay scales, and e-signatures.

6. Introduce sandboxes for evolving your Salesforce

You implement Sales Cloud as you wish to streamline your workflows and ensure seamless functionality. However, before you introduce any new tool into your operations, it will require prior testing to ensure whether it will be a success to use or not. By introducing sandboxes, you will create a perfect environment for prior testing of new functions in an uninterrupted setup that will not interfere with your current operating system.

 Sandboxes are perfect for running new tests smoothly without disrupting the functionality.

 Smooth functionality

The fantastic thing about Sales Cloud is that it has an enormous range of sandboxes for each department in an organization, so they can use it to run tests and evolve current processes based on the success rate.

7. Accommodate sales reps with the power of data science

Even the most knowledgeable sales rep can feel overwhelmed with loads of data being delivered to them related to customers and sales. Handling everything can be pretty challenging as they need to analyze and manage it through individual devices. However, Sales Cloud can make this entire procedure much easier for sales reps by providing them with a Sales Cloud Einstein. It is a program that uses AI to decipher the accurate data from each department so reps can use them to make more precise decisions effectively and quickly to create a network of leads.

This program will also allow sales reps to identify the leads that should be prioritized and proven best for conversions. Suppose a sales rep requires data to develop specific advice; in that case, the Einstein Lead Scoring will help you create it by providing you with data on the complete sales cycle. You can quickly close a deal by gathering the most relevant data with the help of this tool. Opportunity and insights features within the Cloud can help you track the deals under progress, those that may cause potential risk, and other relevant data that can accommodate the sales procedures.

Read Also: Salesforce Consultant: How To Do The Right Selection

Benefits of Salesforce Sales Cloud 

1. Reliable Reporting

In today’s competitive environment, businesses are aware of the value of data. There are several places where a firm can get its data, including various software programmes, your preferred CRM, and social media research tools. The data needs cleaning, sorting, and sifting to provide insights that can be put into practice. Here, analysis using Sales Cloud’s assistance is valuable.

By eliminating errors and gathering, organizing, and documenting the data to make it readily available for various analytical tasks, Sales Cloud assists in the upkeep of clean data. It makes interpreting the data simpler. Thanks to it, organizations can track interactions within and outside their walls. It can produce reports to investigate prospects, evaluate client interactions, pursue leads, and monitor customer service.

2. Customizable Dashboards

One of the primary advantages of Salesforce Sales Cloud is the availability of customizable dashboards after logging in to the CRM product. The CRM tool imports all your data and initially turns it into a graphical representation. As a result of this portrayal, the dashboard is one of the outcomes.

With the proper set of credentials to access the CRM systems, any employee within the company will be able to personalize his dashboard to suit his needs. For instance, the impact of their email marketing efforts and the social media metrics of each of their postings, from click-through rates to repeat visitors, are always crucial to digital marketing professionals. You can create dashboards to analyze these informational elements and show the results to the users. Likewise, sales team members will be able to view the number of calls made each hour, their duration, their context, and the number of calls that have or may convert to sales. They can configure their dashboards to show this information.

3. Streamlining Customized Outreach Activities

Data collection about audience behavior helps develop individualized marketing efforts. It makes it possible to create customized messaging regardless of whether the communication is distributed manually or through automated campaigns. This additional benefit of building up automated emails that talk particularly to the recipients and construct data-driven targeted campaigns is offered by Salesforce Sales Cloud.

4. Enhances Customer Engagement and Service Efficiency

Data collected by Salesforce can assist in developing focused outreach for the marketing division, enhancing customer engagement and service efficiency levels. The sales team can approach their interaction with customers in a proactive manner if they are fully aware of their interests. They are spared the hassle of scrounging for information because data is readily available on dashboards.

5. Increased Efficiency with Automation

A marketing team may maximize automation with Salesforce Sales Cloud, freeing time to think about new winning campaigns. The Cloud cuts down on the time needed to email prospective leads and turns them into customers. Automation aids in email campaign distribution and helps to prioritize leads by ranking them higher on the conversion chart.

Components of sales force automation

6. Simple Accessibility, Increased Productivity

Because Salesforce is cloud-centric, it makes it simple for team members to access it from anywhere. They can work on shared records and get instant access to them at the touch of a button, increasing individual productivity.

Despite these numerous advantages, one of the main challenges is the proper deployment of Salesforce in a way that completely manipulates the power of each of the accessible sales tools. Therefore, just as choosing the appropriate CRM solution is crucial, so is appropriately implementing it. Your company will be able to profit across the many measures of sales performance, lead generation, better deal closes, and precise market forecasts with the proper installation of the Salesforce CRM and Salesforce Sales Cloud.

Final Words

Salesforce Sales Cloud allows sales teams to automate their sales procedure to the maximum potential. By implementing Sales Cloud to the process, you bring in a foundation that allows you to employ well-structured sales procedures, offer guidelines on procedures that the sales teams should follow, make provisions for in-depth details of deals, and ascertain precise communication with leads using various means. By incorporating Salesforce Sales Cloud Best practices while implementing this advanced tool, you can increase more than just the value of sales your organization deals in.

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