As a global player in the global houseware industry, client was required to manage the sales and customer service effectively and promptly. Client lacked the ability to manage multiple channels for support as well as a customer 360 view.
Industry: Retail Industry Services: Global houseware equipment Region: North America Tools: Service Cloud, LiveAgent, Commerce Cloud, SFCC to Service cloud integration
Challenge
It lacked a 360 view of its customers, use of legacy systems which was outdated and cumbersome to use made a lot of work difficult as even a small change required a lot of developing the activity. The system used was not intuitive making it difficult for the system users to be trained for a very long time and for them to know how the systems worked.
Solution
We at Revolve always keep the needs of our clients at top priority for making their experience with us a good one, for that we helped customer integrate there SFCC platform to Service cloud enabling the customer and order data available on Service cloud to manage the support cycle. We provided them with a proven solution, after giving a demo on how integration worked. Enabling multi channel support i.e Email, Web, Chat and Phone allowed them to work with systems more effectively and offering multiple channels to there customers to reach out for support.
In
recent years, there has been an enormous gush in Cloud Computing Technologies. There
is one and only such technology which has had an immense impact on the whole
world of computing domain is Salesforce CRM. During this entire blog, we will
be able to introduce you to Salesforce CRM and can answer: What’s Salesforce?
Why we use Salesforce? Where is Salesforce being employed? And why companies
are trying to find certified people with Salesforce Certification Training?
How It All Began?
Before
Salesforce, Customer Relationship Management (CRM) solutions were hosted on an organization’s
own server. Can you even imagine the time it took for companies to possess
their own CRM solutions? Well, it generally takes several months or maybe years
to install and configure it up and therefore the cost went up too many dollars.
Even after putting in, they were extremely hard to use. What would be a
feasible solution to this? I’m sure you guessed it – building affordable CRM
software and leveraging it entirely online as a service. This was the foremost
idea behind Salesforce. Started as a Software as a Service (SaaS) company,
Salesforce has grown into the fifth-largest software company within the world.
What Made Salesforce an immediate Hit?
The
answer to the present is extremely simple, it had been Cloud Computing.
Salesforce wasn’t almost a much better product at a fraction of the price. it
had been about replacing the lengthy installation process and moving everything
to the web. They changed the business model – no more long-term contracts or
expensive licensing deals, anyone could use Salesforce with only an easy
50-dollar monthly subscription fee.
Why Salesforce?
Before
we answer the question, what’s Salesforce, let us brief you about why you must
choose Salesforce.
Salesforce
provides you with the fastest and easiest path from Idea to App. you’ll
consider building your app using Salesforce tools, instead of building the
infrastructure and tools for your company. This will rescue years of your time
and billions of dollars.
Salesforce
customers generally say that it’s unique for 3 major reasons:
Fast – Traditional CRM software can take
quite a year to deploy, compare that to months or maybe weeks with Salesforce.
Easy – Salesforce wins within the easy to
use category handily. you’ll spend longer putting it to use and fewer time
figuring it out.
Effective – Because it’s very easy to use and may be customized to fulfill your organizational needs, your clients will find Salesforce very effective.
Salesforce
is within the cloud, so your team can use it from anywhere with access to the
web.
If
you’re a business that’s rapidly changing or else you are a seasoned company
that’s been around for years, your business is perhaps changing too. Salesforce
is totally scalable to your growth.
Salesforce
seamlessly integrates with 3rd party apps. If you would like to integrate
Salesforce with Gmail you’ll roll in the hay, if you would like to integrate it
along with your accounting software you can also do this too. On the other
hand, integration is very tough with other CRMs.
Salesforce
is affordable, especially if you concentrate on its vast form of capabilities.
Even start-ups, small and medium businesses (SME) can use Salesforce.
What Is Salesforce?
We
hope we even have answered your question on why you must choose Salesforce.
Now, let me introduce you to Salesforce CRM and answer the queries on your
mind: what’s Salesforce? From tech giant companies like Google and Facebook to
your nearby small and medium enterprises, all of them use Salesforce CRM
services and products to resolve their problems.
Salesforce started its journey as Software as a Service (SaaS) CRM company. Salesforce now provides plentiful software solutions and a platform for users and developers to develop and distribute custom software. Salesforce.com is predicated on multi-tenant architecture. this implies that multiple customers share common technology, and everyone runs on the most recent release. You don’t need to worry about the native application or infrastructure upgrades – they happen automatically. This helps your organization specialize in innovation instead of managing technology.
List of Services and Products That Salesforce Offers?
To understand what’s Salesforce, you would like to understand the various services and products that Salesforce has got to offer and when to use them. Through Salesforce CRM, you’ll be able to access a large range of products and services in social, mobile and cloud domains.
Salesforce Sales Cloud – The Sales Cloud may be a CRM platform that permits you to manage your organization’s sales, marketing, and customer support facets. If your company is engaged in business-to-business (B2B) and business-to-customer (B2C), then the sales cloud is the service your sales team needs.
Salesforce Marketing Cloud – The marketing cloud provides you with one among the world’s most powerful digital marketing platforms. The sales and marketers in your company can use it to manage customer journeys, emails, mobile apps, social media promotions, web personalization, content creation, content management, lead generation, customer relationship, and data analytics.
Salesforce Service Cloud – The Service Cloud is a service platform for your organization’s customer service and support team. It provides features like case tracking and social management plug-in for conversation and analytics. This not only helps your clients to resolve customer problems very faster but also gives your customers access to reliable answers. Using these answers your customers can solve problems on their own which automatically increases your customer delighted.
Salesforce Community Cloud – If you would like to use the best social platform for your organization to streamline and facilitate communication among your employees, partners and customers then Salesforce Community Cloud is that the service you should opt for. you’ll use this platform to exchange data and infographics in real-time.
Salesforce Commerce Cloud – The commerce cloud enables your organization to supply seamless customer service and knowledge regardless of your customer’s location (online or in-store). It also provides for customer data integration in order that your consumers can have a far better experience. If your goal is to supply the customer with positive, engaging customer experience, Commerce Cloud is that the service you would like.
Salesforce
Analytics Cloud – The
Analytics Cloud provides a business intelligence platform for your organization
to figure with large data files, create graphs, charts and other pictorial representations
of knowledge. it’s optimized for mobile access and data visualization and may
be integrated with other Salesforce clouds.
Salesforce App Cloud – To develop custom apps that will run on the Salesforce platform, you’ll use the Salesforce App Cloud. It provides you with a set of development tools that you simply can utilize to make custom applications. A few tools within the App Cloud include:
Force.com, allows admins and developers to make
websites and applications into the most Salesforce.com application.
AppExchange is an online-based application marketplace for third-party applications that run on the Force.com platform.
Heroku
Enterprise gives developers the ability to make
apps using their preferred languages and tools.
Salesforce
Thunder may be a big data and rules processing
engine designed to research events and take personalized actions.
Salesforce
Sandbox allows developers to check ideas in a
very safe and isolated development environment.
Salesforce IoT Cloud – When your organization must store and process Internet of Things (IoT) data, you’ll utilize the service of the Salesforce IoT cloud. The platform is made to undertake massive volumes of knowledge generated by devices, sensors, websites, applications, customers and partners. On receiving this data, the platform initiates actions to offer you real-time responses.
Salesforce Health Cloud – If you’re a Health IT organization and need a CRM system that comes with the doctor-patient relationship and record management, the Health Cloud is what you would like. Through the patient profile, you’ll support one-to-one relationships by integrating information from multiple data sources.
Chatter – Chatter is an enterprise coordination platform from Salesforce that gives access to your employees to collaborate with each other. Chatter can assist you to increase productivity by connecting employees wherever they’re. It also helps in knowledge and data sharing between departments in a corporation or different organizations working together in a single platform.
Salesforce1 – Salesforce1 is that the platform
which enables you to develop application and exchange data via Application
Programming Interface (APIs). APIs ask prebuilt programming code components.
For further more information about Salesforce products, contact us to get a FREE demo and consultation.
From working as a consultant to being an end-user, reports have often been the most topic for all levels of management within the businesses I even have worked in. one among the foremost factors why companies use Salesforce is the ability to urge the most understanding of how teams are performing, using very less number of clicks.
Salesforce Lightning has opened doors for analysts, administrators and users to inform a more robust story with data. If you’re a noob in Salesforce, or your organization has recently made the switch to Lightning, here are 5 tips you’ll use to induce more out of Lightning Reports and Dashboards.
1.
Interactive Filters
Do you have different teams segregated by country, region, or
industry? Lightning Reports enable users to pick filters that interest them.
Whether it’s viewing reports by a period of time, sales teams or other fields
to enable teams to know the performance and trends.
For instance, you’re building a worldwide Dashboard every level of managers in several roles can access. A Director that’s managing teams from different countries can simply make use of dashboard filters to modify views between country teams to visually compare how they’re doing. what’s great, additionally, is that data sharing within the role hierarchy is respected; as an example, a country head Manager with role hierarchy access guaranteed to data for the country they’re accountable for will only be viewing only data associated with his/her team.
To start building filters in Dashboards:
Click on + Filter and look for the field that you simply wish
to filter by.
Input the Display Name you would like to set for your filter,
using Filter Values to filter values by.
Input the Display Text if you would like to point out a text
different from the value in Salesforce
2.
Stacked Summaries
With the improved Lightning Report Builder, Stacked Summaries
are enabled by default. Users can easily summarise a considerable amount of
information for quicker review and comparison.
For example, if you would like to indicate the number of opportunities that are Closed Won, also because of the sub-total of Closed Won opportunities by each country, that’s possible with Stacked Summaries activated at the very bottom of your report page. you’ll view record count by each country, each opportunity owner or other sub-total counts that the report is grouped by.
3.
Build Reports Using Columns and Rows
Users can now select which rows and columns to display, with
the choice to swap rows and columns to look at what works best.
Take for instance you’re building a report with opportunity
owner as your rows, and opportunity revenue as your columns. While building the
report, you realized the list of opportunity owners are going to be more
suitable to display as columns to enable printing with the remaining of your
files into an annual report. you’ll simply hit the “Swap Rows and Columns” to
avoid wasting time, rather than dragging fields one at a time to form this
change!
4.
Filter On-the-fly with Dynamic Reports
Users don’t require editing the whole report if they must look at it with a unique filter applied. With the Lightning Report Filter function, users can easily adjust filters after the report is run as they want while keeping the saved report filters intact.
Let’s say you’ve got provided access to a report across topmost management of your organization. Different stakeholders within the management team wish to toggle different views of the report themselves, to fulfill their interests. instead of saving multiple versions of the same report, you’ll simply create a filter and leave the filter value blank. This way, users than creating a Dynamic Report within which viewers can enter filters and run reports quickly – it prevents other users from edits to the most structure of the report. A win-win for everyone!
5.
Light vs. Dark Mode for Lightning Dashboards
To differentiate components during a Lightning Dashboard, users can switch between light or dark mode per component, or maybe a special color palette in order that reports viewers are going to be drawn to the extremely important data.
For example, you’ve got been building multiple dashboards for the sales team by time period, region, industry. in order to point out a more eye-catching view for a dashboard showing actual revenue vs target revenue, you’ll select properties at the top right page of the dashboard, scroll to the bottom to choose a distinct dashboard theme or palette.
Summary
This post has covered 5 tips you’ll use to urge more out of Lightning Reports and Dashboards. you’ll be on your course for becoming a more Salesforce-savvy user and getting the knowledge you would like within the best way and tell a far better story with data. We Revolve Softech are Salesforce Consultant Partner. For more information and blogs visit our website www.revolvesoftech.com
After Keith Block’s reign as co-CEO, the news that Salesforce
is acquiring Vlocity nevertheless marks a crucial step for the new CRM vendor,
and one with serious implications for its ecosystem partners. Vlocity is one
amongst the most significant and fastest-growing Salesforce-native ISVs, and
being swallowed up by its own platform partner wasn’t its game plan when it was
launched six years ago.
It is no surprise that Salesforce targeted this startup which
has created strong 6 industry-specific CRMs on top of the Salesforce portfolios
— communications, media, insurance financial services, health, energy and nonprofits.
But Vlocity’s founders had mapped a much more ambitious
trajectory. They were inspired by the success of Veeva, the primary — then far
only — Salesforce-native ISV to secure a stock exchange listing with its IPO in
2013, when it achieved a near $5 billion valuation (today, Veeva features a
market cap of $22.3bn). Veeva’s early founders, joined by CEO David Schmaier et
al. with a background in industry solutions at CRM pioneer Siebel, formed
Vlocity in January 2014 with the goal of replicating Veeva’s success on a far
grander scale.
A year ago the company was valued at a total of $1 billion and
sold for $1.33 billion after raising $163 million. Which means it received 8.2X
total invested capital which isn’t a nasty return.
In a recent blog article on the Vlocity website, founder and
CEO Mr. David Schmaier put a confident spin on the deal. “Upon the close of the
transaction, Vlocity — this excellent company that we, as a team, have created,
built, and grown substantially into a transformational solution for 6 of the
foremost important industries within the enterprise — will become a part of
Salesforce,” he wrote in the blog.
Per usual, the deals are going to be predicated on regulatory
approval and shut a while during Salesforce’s 2nd quarter in fiscal year 2021.
Bringing Vlocity into that blend further expands the
impression and portfolio of Salesforce’s industry cloud offerings, benefits and
adds new fuel to stay its continued growth on the right track. As a part of
Salesforce, there’s immense potential to grow the Vlocity footprint than when
it was achieving the success as a startup. Perhaps there’s also an addition
element to the deal — at a time when Mr. Keith Block is stepping back, Mr. Marc
Benioff (Founder and CEO) declared himself sating “especially excited that
Mr. David Schmaier is joining into Salesforce family” on last night’s
earnings call.
So what do you think about this recent acquisition, Please express your views in the comment section and follow our blogs for latest news and updates about Salesforce technology
We all know that Salesforce Lightning is now the default
user experience following the winter ’20 release – so, it’s time to considering
becoming a Lightning Champion!
‘Lightning Champions’ may be a peer-to-peer special program
that empowers all the Trailblazers to share their expertise in rolling out
Salesforce Lightning or build apps on the platform using Lightning tools and
its frameworks. Our Revolve Softech employees had joined the Lightning Champion
program a couple of months ago, which offers amazing opportunities to find out
and share your expertise with the Salesforce Ohana.
Lightning Champion Perks
Here are a number of benefits:
Lightning Swag (Hoodies, T-Shirts, Pins, and
Stickers)
Access to Lightning Champion Community Group
Get the Lightning Champion newsletter
Lightning Champion Activity opportunities at
Salesforce Events
You will get a very Special Invitation to
Lightning Champion events at Dreamforce and TrailheaDX
Profile card together with your name, photo, and
bio on Meet the Lightning Champions microsite
Becoming a Lightning Champion – It’s as simple as steps 1-2-3!
Step 1 – Choose the trail
The Lightning Champion program gives you two paths to settle
on from – you’ll be able to choose either one among them or both.
Choose to be a Lightning Activation Champion:
If you would like to assist the community in their rollout
process for the Lightning Experience. Choose this path if:
You’ve successfully jump-start Lightning Experience a minimum of once
You know the ropes of change management
You like to urge hands-on with the Lightning Experience and show others the way to do an equivalent
If want to become a presenter and, share, or be a mentor
You’re up for a year-long commitment to the program
You’ve completed the Lightning Experience Rollout Specialist Super badge
Choose to be a Lightning App Dev Champion:
If you would like to assist the community to create apps on
the Customer 360 Platform. Choose this
path if:
You’re hooked into solving business challenges by building apps with clicks or code
You’ve built a minimum of one custom app on Salesforce
You know that when business and IT work together to create apps, everyone wins
You’re excited to plug into the community and share your expertise
You’re up for a year-long commitment to the program
You’ve completed the App Customization Specialist Super badge on Trailhead
I also recommend you complete the ‘Lightning Champion’
Trailmix by Kelly Walker, which can offer you a robust foundation before you
still apply…
Step 2 – Apply
Once you’ve got decided your path and completed the
recommended Trailmixes, it’s time to lead for Lightning Champion Program.
Salesforce accepts applications twice a year (the current
intake just ended on New Year’s Eve, 2019), and applications will re-open in
June 2020. Keep an eye fixed out on Twitter @SalesforceforIT for the
announcement.
With the previous application cycle just completed,
Salesforce announced their new Lightning Champions at the beginning of this
month, so welcome these new Trailblazer Champions!
Step 3 – Ramp-up Period
Once you’ve got been selected, there’ll be a ramp-up period.
It’s time to share your Lightning expertise with the Ohana, like a Lightning
Consultation shift at a Salesforce sponsored event, presenting/speaking about
Lightning at a Salesforce or community-led event, running a hands-on workshop,
staffing a Lightning Champions booth at a community-led event, publishing a Lightning-focused
blog post, etc. you’ll get more details during your orientation.
You have to a minimum of complete one activity during the ramp-up period. Once the Lightning Champion team approves the activity, you’re officially titled as a LIGHTNING CHAMPION!
Revolve Softech a Salesforce Partner can help you become Lightning Expert through its advanced expert level real-time training scenarios. Get a FREE Demo today!
Salesforce announced some new
developer tools today, designed to form it easier for programmers to create
applications on top of Commerce Cloud in what’s known in industry parlance as a
“headless” system.
What which means is that
developers can separate the content from the planning and management of the location,
allowing companies to alter either component independently.
To help with this goal,
Salesforce announced some new and enhanced APIs that enable developers to gain
advantage of features built into the Commerce Cloud platform without having to
create them from scratch. As an example, they might make the most of Einstein,
Salesforce’s AI platform, to include elements like next-best actions to the
project site, the type of intelligent functionality that might typically be out
of reach of most developers.
Developers also often got to
connect with other enterprise systems from their e-commerce site to share data
with these tools. To fill that require, Salesforce is taking advantage of
MuleSoft, the corporate it purchased almost two years ago for $6.5 billion.
Using MuleSoft’s integration technology, Salesforce can help coordinate other
systems like ERP financial systems or product management tools and exchange
information between the two legacy systems.
Brent Leary, founder at CRM
Essentials, whose experience with Salesforce goes back to its earliest days,
says this about helping give developers the tools they have to make equivalent
quite integrated shopping experiences consumers have grown to expect from
Amazon.
“These tools give developers
real-time insights delivered at the ‘moment of truth’ to optimize conversion
opportunities, and automate processes to enhance ordering and fulfillment
efficiencies. This could give developers within the Salesforce ecosystem what
they have to deliver Amazon-like experiences while having to compete with
them,” he said.
To help get customers comfortable
with these tools, the corporate also announced a replacement Commerce Cloud
Development Center to access a community of developers who can discuss and
share solutions with each other, an SDK with code samples and Trailhead
education resources.
Salesforce made this announcement as a part of the National Retail Foundation (NRF) Conference happening in NY City in the coming week.
Our Lightning Experience to
Salesforce Classic comparison proves that the new Salesforce UI, despite its
minor limitations, features a wider and more convenient feature set. During
this article we, as a Salesforce partner, outline the recent winter 2020 new
lightning features and updates.
Currently, winter’20 release is
accessible under the pre-release program. On the 6th and 7th of September,
Sandboxes have been upgraded, as a result, your organization will get the
design and feel of winter’20 release.
In case you had not read the
whole 540 pages of Salesforce Winter’20 release notes, look into winter’20
release quick summary written by Revolve Softech.
We examined the new release notes
and highlighted the foremost exciting, interesting, and useful Lightning
Experience features. Since Lightning Experience is getting faster and better
with every release, it absolutely was a challenge prevent explaining at just
ten! To kick things off, here is our strive against the best and coolest Salesforce
Lightning features from winter’20 release.
1. Count Unique Values in Report Results (Beta):- See what number distinct values your report returns with a singular count. For instance, opportunity reports often list multiple opportunities with an equivalent account. Add a singular count to the Account Name column to ascertain what number individual account values appear within the report. Unique counts appear as grand totals at rock bottom of the report and as subtotals for every group.
Salesforce Lightning Winter ’20 Release
To enable it, navigate to Setup (Gear Icon) | Setup | Feature
Settings | Analytics | Report and Dashboard interface Settings and choose
Enable Unique Row Count Aggregate in Reports (Lightning Experience Only).
2. Filter Reports Using Field Comparisons with Field-To-Field Filters (Beta):- Filter a report by comparing the values of two different report fields. For an instance, see which cases were modified after the deadline by filtering on cases with a final modified date after the closed date.
Salesforce Lightning Winter ’20 Release
To enable it, navigate to Setup (Gear Icon) | Setup |
Feature Settings | Analytics | Report and Dashboard interface Settings and
choose Enable Field-to-Field Filtering in Reports (Lightning Experience Only).
3. Access the Recycle Bin in Lightning Experience: – You are no longer need to switch to Salesforce Classic to access the Recycle Bin. You will now view, restore, and permanently delete the list of items in your Recycle Bin and therefore the org Recycle Bin.
Salesforce Lightning Winter ’20 Release
Access the Recycle Bin by selecting it within the App
Launcher under All Items or personalizing your navigation bar.
4. Set Record Page Component Visibility Rules supported Device: – Give your mobile users exactly what they want on record pages by showing or hiding record page components supported the kind of device they’re being viewed on.
Salesforce Lightning Winter ’20 Release
For components on record pages, you’ll be able to now show
or hide a typical or custom component on a record page supported the device
it’s viewed on.
5. Lightning Experience Configuration Converter: Scanning and Preparing Visualforce Pages, Hard-Coded URLs, AppExchange Packages, and More: – Streamline and automate common transition tasks using the Lightning Experience Configuration Converter. The Lightning Experience Configuration Converter scans your org for hard-coded URLs, JavaScript Buttons, Action and Buttons.
Salesforce Lightning Winter ’20 Release
Salesforce has made the Actions and Buttons tab generally
available. And also the tool now helps with AppExchange packages and hard-coded
URLs.
6. Find the correct Record Faster with Recommended Result (Beta): – Recommended Result gets you to the proper record faster when Salesforce is confident that they know what you’re searching for.
At the very top of your search results page, you see a
preview of the record. That way you recognize instantly whether it’s the one
you need or like. It’s not only highly visible, but it’s also actionable. Similar
actions that you simply have it on the record page are here too, so you’ll get
more refrained from leaving the search results page (1).
You can also take very quick actions on the recommended
result’s related records. Under Related List Quick Links (2), hover over a link
to ascertain up to 10 related records and their available actions.
Salesforce Lightning Winter ’20 Release
To see the entire list of related records, click View All. The list opens on a brand new
page.
Salesforce Lightning Winter ’20 Release
7. Put the professional in Profile with profile-specific Search Results Layouts (Beta): – Search results should show what matters most. If you’re in sales, knowing the account owner and therefore the industry is critical. If you’re a service rep, the account’s terms are very essential information. With profile-specific layouts, you’ll be able to fine-tune search results layouts for an object for every unique profile in your org. Profile-specific layouts are supported only by objects with customizable layouts. Users who don’t have a profile-specific layout assigned to them see the default search results layout.
8. Make Your Lightning Apps Accessible on Phone, Desktop, or Both: – Once you create or edit a Lightning app, you’ll configure which form factors it supports and may be viewed on. Creating an app only for your mobile app users? Designate that Lightning app for a phone.
Salesforce Lightning Winter ’20 Release
You can give this feature a try in Lightning App Builder
promptly, but your changes are visible to users due to the new Salesforce
mobile app is released updated on October 14, 2019.
9. Set Public and personal Visibility of Feed Items just in case feed in Lightning Experience: – Agents can control whether a feed item is public or private in Lightning Experience and in Lightning Service Console. Agents can mark feed items public to create them visible to both internal and external users. Feed items marked private are visible only to internal users. Previously, this feature was available only in Salesforce Classic.
10) Add Tabs and Accordion Components to Your Home Pages:- You can now use the Tabs and Accordion components on Home pages in Lightning Experience. You’ll be able to create, update, and delete tabs, then change their order. Or, use the Accordion component to arrange your components into collapsible sections.
Salesforce Lightning Winter ’20 Release
For both Tabs and Accordion, you’ll be able to configure the
tabs or sections that your users see, name them whatever you prefer, and add
components.
That’s all folks! What are your favorite winter’20 release
note gems? Care to share? And comment your views and suggestions.
Apple and Salesforce have announced a significant new strategic partnership which could transform the way some companies do business.
The companies have teamed up to supply more powerful
workplace apps supported iOS and Salesforce, boosting the offering from both firms.
In return, Salesforce is redesigning its mobile platform to
permit “exclusive” iOS features like Siri and FaceID to be built
directly in to its apps.
“With this partnership, we’re bringing together the world’s
#1 CRM platform with Apple iPhone and iPad, the world’s best devices for new
and modern way of business,” said Marc Benioff, Chairman and CEO, Salesforce.
“Together, Salesforce and Apple are defining a brand new era
of mobile innovation with native apps on iOS, and empowering numerous people
with access to Trailhead and therefore the skills they have for the roles of
the longer term .”
Salesforce iOS
The tie-up could provide Siri to produce information on the
sales potential of subsequent meeting, and also offer an additional level of
security using Apple’s biometric facial scans.
“We’re so excited to figure out with Salesforce which is
their industry-leading CRM software which will embrace native Apple iOS and
deliver exclusive new features and benefits on iPhone and iPad,” said Tim Cook,
Apple’s CEO.
“With the powerful combination of iPhone, iPad and iOS — the
most effective hardware and software for business — in conjunction with native
Salesforce apps and therefore the new Salesforce SDK, we are able to deliver
great customer experiences for businesses round the world.”
Salesforce is additionally launching the first-ever version
of its Trailhead online learning mobile application on iOS platform, allowing
much smoother integration with Apple iPhone and iPad devices. The corporate
also will also release the primary Salesforce Mobile SDK optimized for Apple’s
Swift program, allowing third-party developers to make new offerings and
solutions for the platform.
The Mobile SDK are going to be available by at the end of
the year 2019, with the redesigned Salesforce Mobile App and and Trailhead
Mobile App both launching next year.
The partners also will deliver iOS apps for industries
small, medium business which will serve specific customer needs, the joint
statement noted.
Commenting on the event, Apple’s CEO, Tim Cook said,
“We are excited to figure out with Salesforce which their industry-leading
CRM will embrace native iOS and deliver exclusive new features on iPhone and
iPad”.
Marc Benioff, Chairman and co-CEO of Salesforce announced that the partnership brings both the companies together with the leading customer relationship management (CRM) platform with Apple iPhone and iPad.
Revolve Softech is one of the Salesforce implementation partner, Contact us for a FREE Salesforce Consultation.
Salesforce, when implemented well, is one amongst the most powerful CRM platforms within the marketplace today. It’s important to balance sense, an efficient organization and a pleasing user experience to make sure your system works well for you and delivers tangible results. Because Salesforce is such a robust application there are features and capabilities that get missed when implementing it. So we put together the list of “5 Ways to Optimize Salesforce in 2020” guidelines you’ll make the foremost out of this through a world-class CRM system.
Salesforce
Integration
When implementing the
process of data integrations into your Salesforce CRM is a very efficient way
to build a unified view of your customer while improving workforce experience
while connecting internal databases gives businesses an immense competitive
advantage by leveraging data in new and powerful ways. This is often because
integrating with existing applications harnesses Salesforce’s API functionality
through helping a corporation to realize higher levels of operational value,
consistency, and effectiveness.
There are endless
options when it involves Salesforce data integration. As a business owner
you’ll connect disjointed systems – from data housed on external accounting,
HR, and ERP systems – to social media platforms, e-commerce platforms, or
on-premises software like Oracle, Microsoft, or SAP. This translates the
process into very seamless data management and enhanced business logic for your
organization and for your team. Additionally to interoperability, you’ve got
security integration options that help integrate authentication and legit tools
to enhance your company user experience and reduce user administration process
mechanism. With robust API integrations, your business can benefit of
information syncing with different vendors across various platforms.
It’s important to explore the various integration options associated with your Salesforce CRM platform, while also ensuring data accuracy and logical configuration. When your firm Consider hiring a team of experienced Salesforce developers who can help your business dramatically reduce integration time to unify and modernize traditional back-office systems and more.
Salesforce
Implementation
Salesforce could be
a robust CRM platform with unlimited possibilities. With all those
possibilities comes a really rigorous implementation process aimed to form your
organization’s ideal CRM application. If you’re implementing Salesforce into
your organization for the very first time, you need to consider what processes
define your business model. This process can allow you to implement a
Salesforce solution custom-tailored to your preexisting infrastructure.
CRM processes like
lead flow, campaign set-up, and customer acquisition planning require
thoroughness, preparation, and planning. You also need to also consider data
maintenance processes that ensure data integrity and cross-silo consistency. The
most effective way to transition your legacy CRM to Salesforce is by a
knowledgeable implementation partner. Revolve Softech has implemented
Salesforce during a diverse set of arenas, and that we understand how those
individual arenas react with Salesforce technology, giving us a competitive
advantage among generalized Salesforce implementation. An optimized Salesforce
platform begins with a singular implementation approach molded to your
objectives.
Salesforce
Lightning
Lightning-fast user
experience and lead flow is important to any business. That’s why Salesforce
created a newly evaluated and robust CRM interface designed to increase sales workforce
productivity, seamlessly integrated with analytics and business intelligence
(BI) aimed to increase sales precision for your business. Salesforce allows you
to modify between the both interfaces, Salesforce Classic and Salesforce
Lightning. Considering the robust features offered through the Lightning
platform, you may want to optimize your CRM processes through this latest
upgrade.
The Salesforce Lightning
experience features a visually upgraded homepage with an awesome performance
chart, a moment calendar module, organized lead flow visuals, and get in touch
with and account insights designed to assist your organization sales reps stay
organized and digest data smoothly. Additionally, there’s a brand new activity
timeline workspace where sales representatives can now create multi tasks,
events, log calls, send bunch of emails, and effectively track activities in
one place. Leveraging your lightning components and creating a technique where
you concentrate on the markup and elegance of the interface to fit your
business objectives is vital. Make certain to possess a system in situ where
your entire organization can optimize the offerings of Salesforce. Consider
hiring experienced Salesforce developers who can assist you build single-page,
dynamic applications for various devices and/or write custom components for
your team to use or market through Salesforce Lightning Experience.
Salesforce
Visual force
Salesforce offers
prebuilt software applications which help in improving the CRM functionality.
Salesforce Visual force helps in doing just that. However, if you’re not a
developer, the appliance of Salesforce Visual force will be a huge undertaking,
because it consists of a tag-based terminology, almost like HTML that provides
developers the simplest way of building applications and customizing the CRM
interface. A few features available through Visual force are custom flow
control through its wizards, templates, and on-the-go deployment.
It also contains
optional styling elements which give a richer animated interface in comparison
to applications designed using conventional elements. Page components are often
optimized by Visual force with the help of tabs, custom dashboards, menu items,
action items, and personalized console components for specific organizational
needs.
Being able to
integrate with other web-based interface technologies like JavaScript, or Flash
creates customizable user-driven functionality. When it involves implementing
Salesforce Visual force into your organization confirm that you simply have an
experienced team of developers who skills to harness your business objectives
to best optimize CRM functionalities.
Salesforce
AppExchange
AppExchange could be
a business app ecosystem for cloud-based business software. a spread of
customized apps are available included with customer reviews and suitable for
each department and industry. You’ll find components like Lighting Data and
Bolt Solutions, consulting partners, and developers to assist you extend the
facility of Salesforce through AppExchange. It can play a crucial role in
driving positive business results, like increased accuracy, faster order
placement times, and reduced costs.
The highest advantage of AppExchange is that the vibrant partner community available to bring your ideas to life. Revolve softech a Salesforce implementation partner company, takes your app ideas from discovery to style and from simple utilities to connectors to custom applications during a seamless stress-free creation. Our developers engineer conceptual, technical and functional designs for your project ensuring you get the simplest value out of this dynamic feature of the Salesforce CRM platform. We’ll add the functionality you would like, including custom calculations, triggered actions, workflows, and more.
Revolve Softech is one of the Salesforce implementation partner, Contact us for a FREE Salesforce Consultation.
B2B commerce professionals are undergoing a reinvention — to focus additional on Future of B2B Commerce & Insights i.e. digital client engagement and service together with sales. This can be driving growth in international B2B eCommerce that Statista says can exceed $12 trillion in the year 2019, over six fold larger than the B2C eCommerce market. Against this scene, we believed it’d be a decent time to replicate on 2019 and share what to expect in the year 2020.
B2B commerce trends in 2019
Several necessary trends gained traction in the year 2019. The foremost notable? The emergence of service as a remarkable issue for corporations and B2B customers’ embrace of digital commerce. This has resulted in a very whole new wave of compelling B2B client and partner portals. Once B2B corporations assess eCommerce desires from an end-user perspective, several realize they have to deliver efficient digital support from their whole on-line system. This usually means that they have to interchange siloed legacy systems to incorporate product discovery, pricing, and service into a single easy-to-use place.
Headless commerce in B2B
A second B2B trend — headless
commerce — has historically been in B2C. However there’s an enormous
distinction in however headless is applied in B2B; brands aren’t observing headless
primarily to drive entire sites or app experiences. Instead, B2B corporations
expect bound aspects of commerce to be delivered via headless, in order that
they will invest and differentiate in customer expertise and their digital
product offerings. They’re additionally leaning on platform suppliers to
deliver additional SaaS technology, conserving agility within the long-term.
This matters a great deal in B2B — whereas aspects of a digital expertise will
have the benefit of headless, there also are approval workflows, payment
complexities, and legal terms and acknowledgments that have the benefit of
efficient, out-of-the-box experiences that are perpetually well-kept so far.
B2B and QTC: connection at the hip
We finally see the early stages
of what’s going to inevitably become a lot of tighter alignment between B2B
commerce platforms and quote-to-cash (QTC) solutions. Traditional QTC solutions
specialize in supporting field rep sellers in negotiating and shutting
complicated deals. In most corporations, that’s a unique technology stack than
for ecommerce. Maintaining complicated valuation and discount logic across
multiple systems will be a burden, which might delay or slow B2B commerce
adoption plans. Currently that organizations will have each B2B and CPQ and
charge on an equivalent platform, additional corporations are exploring
opportunities for this alignment. This can likely become one of the more
dominant stories in B2B commerce for the predictable future as all modes of
commerce become more unified.
How to achieve B2B commerce in 2020
Looking to 2020, there’ll be a
continuing specializes in reducing the price to serve customers and partners,
whereas providing them with participating digital experiences. I anticipate
this notably among industrial segments in need of additional organic growth
inside an overall environment of monetary fund restraint. There’ll even be a
consolidation of technology with so much fewer piecemeal solutions as several
B2B organizations acknowledge that their CRM, service, and commerce apps need
to be in synchronize or they’re going to be control back. Any client-facing
technology that’s not connected to another customer-facing technology are going
to be considered way less helpful in delivering top-shelf customer expertise.
In terms of best practices, some B2B corporations clearly struggle to adopt an eCommerce mind-set. Once you’re simply beginning on the road to eCommerce, it’s necessary to ascertain governance and steering operate on top of eCommerce that’s reflective of the complete client expertise. One amongst the most common mistakes we see from the corporations having one isolated team that drives sales through eCommerce. Commerce should be integrated into and connected with service, sales, and channel organizations. It’s necessary to own an eCommerce team to manage commerce operations; however the governance piece wants participation from all stakeholders. In different words, a whole governance team ought to embrace leaders from client service and support, field sales, distribution and partner sales, additionally to it and traditional business stakeholders. You have got to contemplate however eCommerce fits into all different channels, and therefore the easiest method to try and do that is to drive active participation within the program from all key customer-facing disciplines once you begin the journey. Another best observe is to begin little. It’s easier to begin your eCommerce journey once you’re beginning with a restricted range of customer segments, for instance, small businesses in a very specific territory, or maybe a full geographic for an emerging market. Today’s technology makes it easier to focus on segments and permit certain customers to do certain things. It’s then doable to possess a really targeted roll out, and still make certain you’ve got the structure ability to regulate different channels aboard eCommerce. The restricted initial scope additionally makes it a lot easier to document business method changes for traditional sellers and service channels and fine-tune them within the initial client cluster so future roll outs will have the benefit of new processes additionally.
We here at Revolve Softech are very oldSalesforce® implementation partners and have experience in serving to organizations build a lot of out of their Salesforce® instance.
