Empower Your Sales Reps With Guided Selling in Salesforce CPQ
As customers get armed with more information and selling goes digital, your Sales Reps need new tools to sell better and sell more. Guided Selling in Salesforce is one such feature that helps your Sales staff (even the new recruits) offer the right product or service...
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How Salesforce Solutions Helps Travel Companies Offer Personalized Services To Customers
New technologies have significantly transformed the way we live and work. It has also changed the way we travel. Today’s travelers are empowered with more choice and a lot more information. The arrival of Airbnb, Tripadvisor, and Lyft, etc., have raised their...
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Salesforce Migration from Classic to Lightning-Key Features
Salesforce lightning is a modern user interface that can drive the productivity of your Sales Reps and Sevice staff. It offers many new features that can provide new functionality, usability, and speed for Salesforce users. Below are the key features of lightning that...
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How Retailers Can Leverage Salesforce To Create Engaging Customer Experience
In the last decade, new technologies like social, mobile, cloud, digital and now AI etc., have transformed the retail industry. New models of engagement, fulfilment and customer experience have evolved and continue to do so. For most retail customers, a great retail...
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Salesforce Health Cloud: The Rx For Healthcare Providers
Patient Experience has become a healthcare terminology in the last couple of years. And, as we step into 2020, it will continue to be one of the core challenges for healthcare providers. Patients are no more passive participants in care. They have access to...
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Data Integration between Salesforce Marketing Cloud and Heroku- APIs vs Marketing Connectors
Data integration between systems is critical for organizations to optimally leverage their data and ensure smooth data flow across processes. In this blog, we discuss the challenges associated with data integration between Marketing Cloud and Heroku. We also show how...
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Building & Optimizing Customer Journeys With Salesforce Journey Builder
Customer satisfaction is getting redefined in the digital age. Pre-digital, customer satisfaction was simple- deliver ‘value for money’ products and be quick in handling their complaints. What changed? Today you have demanding and much-informed customers who are in...
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Accelerating Your Sales Process Transformation With Salesforce
We’re living in the age of the informed, empowered and demanding customers. Selling in the age of the customer is challenging. Customer expectations are fast evolving. Technology advancements are opening new customer touchpoints. And there’s no end to it. In such an...
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Driving High Customer Engagement With Salesforce
A few years back, customer engagement and experience meant attracting customers with great deals, ensuring a smooth path-to-purchase and converting them at the earliest. An occasional email with coupon offers and birthday/holiday greetings would suffice. Today, in the...
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Field Service Lightning: Optimizing Work Orders For Maintenance Plans
Salesforce FSL (Field Service Lightning) offers an advanced, mobile-friendly hub for field service businesses to manage their various tasks. Creating maintenance plans and templates to standardize field service tasks is one of the major features of FSL. Maintenance...
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Salesforce PRM For Better Partner Management
Partner Relationship Management (PRM) is designed to improve communication and coordination between businesses and their partners including suppliers, distributors, and resellers. Salesforce PRM is basically a Vendor Management System that provides a business with the...
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How to Sync Opportunity Closed Dates with Outlook Calendar
Sales reps spend a lot of their time on Microsoft Outlook. Helping them to access and view all the necessary information in one place goes a long way in saving their time. While Salesforce does have an Outlook integration feature available, there are certain scenarios...
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How To Setup Salesforce Knowledge in Field Service Lightning App
You can take customer experience to the next level by empowering your field technicians with mobile access to useful information needed to complete their service appointments or tasks. This will not help the technicians deliver services or resolve issues quickly but...
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How Salesforce CPQ Software Creates Accurate & Professional Quotes
Many sales teams face problems automating and quickly creating accurate price quotes. Automating the process of creating pricing quotes can be tricky. A one-size-fits-all approach doesn’t fit here as organizations have varied product categories, pricing, and discount...
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Your Data Tells the Story! Salesforce Data Visualization with Einstein Analytics Dashboards
Organizations now depend on data visualization to communicate information and to influence their audiences. Data visualization allows for visual storytelling, and new advanced capabilities can enable more significant interactions and decisions. In this post, we will...
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Sage Salesforce Integration
The AppShark Salesforce-SAGE Connector enables businesses to create instant connectivity between Salesforce and Sage ERP. The AppShark Salesforce-SAGE integration solution enables organizations to do more throughout the enterprise, simplifying business processes, and...
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Role of Salesforce Einstein in Service Cloud
Nowadays all organizations of all sizes are facing new challenges in giving consistent quality services to their customers. Customer service is a crucial part of any organization. Because it is a vital part of a business, organizations are reconsidering their customer...
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Want to Sell More? How Salesforce Predictive Analytics Can Help
Predictive analytics is an extension of advanced analytics allowing the user to make predictions about unknown future events. It adopts varied approaches from data mining, statistics, modeling, machine learning, and artificial intelligence to evaluate present data and...
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How to Connect Salesforce to External Database Sources with Einstein Analytics
One of our clients was looking for a Sales Performance Pipeline dashboard capable of connecting to a large external data source. Most admins are experienced in creating dashboards using the data which is available in the Salesforce org, but in this example, the sales...
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Is Your Organization Ready for Einstein?
Data Quantity For every organization, data is the core essence which needs to be managed meticulously. The data captured is wide-spread, cluttered, massive, complicated and disorganized. The errors in the data have to be looked upon and corrected. It is essential to...
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