Emily Smith

To sustain and succeed in today’s competitive business landscape; marketing automation continues to be the key. Marketing automation can turn out to be a game-changer if implemented correctly and can make a large impact on the Return on Investment. In simple words, it includes platforms and technologies that aid in automation, optimization and assessing the marketing processes. To better engage with customers, building connections, generating leads, and closing sales deals quickly, marketers should integrate essential business tools that provide marketing automation along with CRM.    One such marketing automation software that is built on the world’s best CRM (Salesforce) is Salesforce Pardot. By integrating with Salesforce, Pardot enables flow of data between two systems or applications, which is a great benefit to users who manage different marketing channels. Today, with buyers evolving at a quick pace, marketers are also transforming. B2B marketers are now realizing the significance of evaluating the current strategies and trends in the industry when it is associated with the buyer’s needs. So, if you are looking to refine your marketing strategy then you must consider implementing Salesforce pardot within your business ecosystem by associating with a reliable Salesforce Partner. Listed below are some tips how you can do so: Lead Generation Plan: To make quick impact on your lead generation attempts, it’s important to begin with the landing pages and their forms that are used for collecting leads. Salesforce Pardot can be leveraged to optimize the lead generation assets while following some best practices. For instance, text should be scannable and readers should be able to scan information in an F-shaped pattern. Apart from this, the call to action button should be easy to locate Sync between Sales and Marketing: With Salesforce Pardot, it becomes easy to sync sales activity with the marketing efforts. The thorough workflows empower sales team with crucial data. Apart from this, account-based marketing supported by Salesforce Pardot can be used to generate more sales. With everything available on the same platform, sales team can assist marketers to take the campaign to the right audience.           Marketing Content: The robust marketing automation platform promotes the recycling of the high quality marketing content. Rather than creating more content, it is important to focus on creating lesser but quality content and breaking down large content pieces into smaller ones and distributing them. Enhancing Social Media Engagement: Consistent engagement is the key to enhanced social media efforts. In other words, regular efforts should be made to engage the customers for a long period of time. To develop an effective and consistent social media presence across different channels, marketing automation for scheduling posts in your absence is mandatory. Quick Wrap-up: As a robust marketing automation tool, Salesforce Pardot offers significant benefits in the most efficient way.  Besides analyzing data, it also helps in focused marketing. With the help of Pardot, marketers can generate valuable ROI. To make the most of this robust platform, it’s important to seek Salesforce support from a reliable service provider.

Modern marketers believe that to stay competitive marketing automation offers a full-fledged solution. On being implemented properly, marketing automation can leave a large impact on business growth and ROI. Since B2B marketing automation is about organizational improvement, marketers require a suite of tools that would help them in automation, optimization, and measuring the marketing processes. One of the most widely used B2B marketing automation platforms is Salesforce Pardot that can help organizations engage with their customers, generate leads, and close deals quickly. Since Salesforce Pardot offers both marketing automation and CRM, organizations should consider integrating it within their business ecosystem. Organizations can seek Salesforce support from a reliable partner if they wish to know more about Pardot. Listed below are some tips to improve your marketing strategy using Salesforce Pardot: Lead Generation Strategy: If you are looking to enhance your lead generation impact then the best place, to begin with, is the landing page. However, certain best practices need to be followed while optimizing the lead generation asset by leveraging Salesforce Pardot. Some of the best practices include the following: The text should be scannable and readers should pay attention to the information that is conveyed at the top left side of a page. The call to action button should be easy to locate. Aligning Marketing and Sales: Organizations can sync the sales and marketing efforts seamlessly to enable higher customer retention and Sales win rates. Salesforce Pardot promotes Account-based marketing, which can go a long way in generating more Sales. Since everything is present on a single platform; the Sales team can support marketers to take their campaign to the right person. Marketing Content: Marketers should focus on improving their marketing content in terms of quality rather than just quantity. Rather the focus should be on making the most out of lesser yet high-quality content. Salesforce Pardot supports the recycling of marketing content especially when there is a dearth of resources. It can be a smarter move to break down long pieces of content into and distribute them across different channels and mediums. Enhancing Social Engagement: Since the same rule doesn’t apply to all social channels, it might not be easy to enhance your social media efforts. The power of consistent engagement lies in applying the same rule over the board. Consequently, regular efforts have to be made to keep social media followers engaged. It’s important to follow a regular schedule of posting and use marketing automation for scheduling out the social posts at times when you are busy or not able to do it on your own.   Quick Wrap-up: Salesforce Pardot is one of the best available marketing automation tools that provide best-in-class CRM benefits. Besides assisting marketers in analyzing organizational data, it also helps them resort to focused marketing. To implement Pardot or know more about it, make sure to partner with a certified Salesforce consultant.   

To remain competitive, businesses across the globe are striving to improve their business processes and operational efficiency by leveraging robust technology solutions like Salesforce CRM. As leaders in the cloud CRM space, the popularity, as well as the adoption rate of this CRM solution has surged over the years. This is primarily because of the wide array of features, components, and automation tools offered by this amazing platform. Besides being used as applications, these tools can be customized to meet the specific requirement of customers. It’s prudent to partner with a Salesforce consulting company to know more about Salesforce automation tools. This article discusses the significance of various Salesforce automation tools in improving business efficiency by automating tasks that sales reps usually had to perform manually. Some of the automation tools offered by Salesforce include Process Builder, Workflow, Flow Builder, and Approval process. Since, each tool has its features and functionalities; it is the type of business process that determines the automation tool one should opt for. Let’s discuss some of them in detail here: Workflows: It is one of the best tools used by organizations to automate business processes. Workflows enable users to create rules and certain pre-set criteria for accomplishing multiple activities such as sending emails, creating tasks, and more. These activities can either be prompt or time dependant that could only be executed at a particular time. However, parameters are re-evaluated before action at the stated time. In case parameters are incorrect, the action wouldn’t be performed. Approval Process: This tool is used to automate the steps involved in authorizing a record while providing authorization at every stage to approve it. It explains what happens to a record when it is submitted for approval i.e. either approved or rejected by an approver. In fact, several actions can be performed through the approval process such as creating an Email alert, field update, and more. Visual Workflow: If you are involved in complex automation tasks then Visual workflow is the perfect option as it involves branching logic and user feedback at different levels. There are two types of flow within it i.e. Display Flow and Auto Launched Flow. Apart from this, screen-based wizards are created through screen flow for gathering user data and accomplishing user-based actions through a sequence of proper steps. Conclusion: These are some of the many Salesforce automation tools available. However, each has its pros and cons. Organizations should opt for the right tool depending on their specific business requirement. If you are still on the fence as to which tool to choose for automating your business processes then it makes sense to get in touch with a reputed Salesforce consultant.  

Managing the workforce of a company is the biggest headache of any CEO. As recommended by management gurus, the best way to make people management easy is to create a culture of learning and growing simultaneously. Such a strategy will not just keep employees engaged but will turn them into rock star performers. So, how can businesses make this happen in reality?    Tools such as Salesforce Community Cloud have proven to be effective in helping organizations make learning happen for your employees. The Salesforce community cloud can rock the culture of a company in a way that will help its employees to rock in the marketplace. It’s prudent to seek Salesforce support from a reliable partner.    Here’s how you can benefit from this innovative tool:  Reduce Cost of Recruitment: The cost incurred by organizations per annum in recruiting new resources is substantial. By leveraging a smart solution like Salesforce community cloud, it becomes easy for recruiters to match the right job with the right job seeker as it allows the usage of a data-driven strategy. Moreover, hiring managers can collaborate anytime and from anywhere by using their mobile devices.   Easy Onboarding: The process of hiring new employees doesn’t get over with recruitment. The process of recruitment is followed by onboarding, which includes sending an offer, processing paperwork, preparing contracts, etc. and cost organizations with a significant sum of money. Portal solution provided by the Salesforce community cloud automates a considerable part of the process by allowing team members to complete their onboarding process themselves while saving them with precious time, as well as money.   Increased Employee Satisfaction: If experts are to be believed, employee happiness has a direct impact on their performance. By leveraging the Salesforce Community Cloud, organizations can increase the satisfaction level of their employees through user groups. Apart from this, the Chatter App helps employees to communicate with each other while resolve issues they might be experiencing. Talking it out can be an effective way of finding solutions to common issues a team may be facing during a project.   Promote Digital Transformation: To stay ahead of the competition, organizations should leverage technology solutions. The ‘Files Feature’ of the Community Cloud helps employees with mobile access to files that are implanted in core business processes. In fact, all the files can be accessed from a secure and centralized location.   Better Collaboration: To succeed in an increasingly service-driven and complex business arena, teamwork is essential. This is where technology solutions like Salesforce Community cloud come into the picture. This tool helps your employees to form online groups, which provides them with a structure for consultations and activities. Besides creating groups for teams, they can create a group for events, campaigns, or any project. In fact, everyone part of the group can share records, files, and videos, which in turn makes collaboration easier.  Conclusion:  Salesforce Community Cloud provides businesses with the tools to turn their organizational culture into a competitive advantage. With these tools, companies can enjoy efficient recruitment, easy onboarding, enhanced employee communication, and constant learning. In a nutshell, it promotes a culture of learning that encourages employee engagement leading to a more productive workforce. So, if you wish to try a Community Cloud solution that fits the unique culture of your company, it’s best to partner with a certified and experienced Salesforce consulting Partner.     

Efficient sales activities continue to remain the cornerstone of any business undertaking. To boost the productivity of your sales team and increase the overall revenue of your business, it’s important to ensure that the sales processes of your organization are streamlined. However, if your sales reps are still using outdated methods to configure prices and manage quotes, it’s time that you consider switching over to Salesforce CPQ (configure, price, quote) software. With a CPQ software in place, sales reps can streamline their sales tasks, generate quicker quotes, which in turn would help them close deals quickly. If you already have a Salesforce CRM for tracking leads and managing customer relationships, then implementing a CPQ software shouldn’t be much of a hassle. Rather sales reps would be able to improve their efficiency by spending more time selling while accurately generating quotes and proposals. However, if you wish to establish the successful implementation of the CPQ software right from scratch, you must consider partnering with an experienced Salesforce implementation partner.  Here’s what your business can achieve after switching over to Salesforce CPQ: Streamline Sales Processes: Sales reps using outdated systems have to spend hours configuring products and generating quotes. This makes them lose out on the urgency and impetus significant to closing deals. By leveraging Salesforce CPQ for configuring products and services, sales reps can generate accurate and customer-friendly quotes in no time. The quoting feature offered by the sales tool paves way for guided selling wherein Sales reps especially new hires get coached throughout the CPQ process. This empowers sales reps to select the right product and services for every prospect and customer while identifying opportunities for cross-selling and upselling.   Reduce Costs: It’s important to keep a check over the operational costs if you wish to increase the overall revenue of your company. By integrating Salesforce CPQ with your CRM system, operational efficiency and cost savings can be improved.   Gain Transparency: By providing a strategic view of your sales activities along with product and service recommendations, Salesforce CPQ provides sales reps with insights, which they can leverage to understand what’s working for them and what needs to be fixed or improved.  Quote-to-Cash Anytime and Anywhere: Sales success also involves prospects and customers going through the sales cycle while at the go or on the field from any device. This implies that your sales team should be all set to meet the prospects anywhere they are in order to build a customer-centric brand. By building a custom CPQ use case, businesses can provide their sales team access to data at any time and from any device. This would require them to partner with a reliable Salesforce consulting partner.  Conclusion:  It wouldn’t be wrong to infer that CPQ (configure-price-quote) solutions have taken the sales world by storm. Used properly, it has the potential to improve the performance of your entire organization dramatically.

Businesses across the globe have realized the significance of having in place a robust CRM system that can help them streamline their business processes while enjoying greater efficiency and productivity. As a cloud-based CRM system, Salesforce continues to reign the CRM ecosystem due to the wide array of out-of-the-box features and functionalities offered by it. However, to make the most of this innovative platform, organizations must seek support from an experienced Salesforce consultant who can help them customize it as per their specific business needs.  In fact, with a customized solution in place, businesses can achieve much more than a regular CRM package. Let’s take a quick look at some of the reasons why organizations should opt for customization services:  Every industry has its business terms and lingos and thus gathers information that is pertinent to them. Though, out-of-the-box CRM’s are endowed with generic functionality that can be used by businesses across multiple industries, organizations must seek assistance from a reliable consultant who can provide a customized solution by modifying the CRM modules using custom fields relevant to their industry or business.  The Sales cycle, as well as the sales stages of every industry/company, differs. It’s therefore important to customize the leads and deals process to fulfill the specific requirements of your company. With this, you would be in a position to better align your sales and marketing efforts, which in turn will help close more deals.  With a proficient consultant by your side, you would be able to improve user adoption of the system. This is because a consultant can help configure several features of the Salesforce CRM easily and can help them get started.  Since, data security is an important aspect of implementing a CRM, you must partner with a reliable consultant who can help set-up an appropriate security model.  Data cleansing, upload, and migration are some of the complex and time-consuming tasks involved in CRM implementation. A consultant with their knowledge and expertise can help you in your Salesforce journey especially data migration.     Consultants can help you with integration services by helping you integrate the CRM with any third-party apps.  Quick Wrap Up:  These are a few of the many reasons why you should consider engaging the services of a consultant for all your customization needs. With a consultant by your side, you can always expect prompt Salesforce support 

Businesses today are under constant pressure to provide superior services to their customers. This requires sales reps to be more productive and efficient. However, Sales reps spend 66% of their time in administrative tasks rather than investing their time in important Sales activities that can augment the experience of their customers.   Today, technology (robust CRM system such as Salesforce) has enabled organizations to remain competitive by tackling issues faced by sales reps in providing a better experience to their customers while making them more productive. As leaders in the cloud-CRM space, Salesforce has rolled out new productivity features that can help sales reps with necessary Salesforce support required to make them more productive. Let’s take a quick look at some of them:  Einstein Campaign Insights: This new feature by Salesforce allows businesses to figure out similarities among prospects who are involved in a particular campaign. This helps sales reps to target and focus on best prospects, as well as the assets that resonate the most. For instance, if IT directors in the manufacturing industry show a high-level of engagement with a particular asset then sales reps become aware that this asset will resonate with the same type of prospects thus providing access to a new audience base. With this, marketing teams will have instant visibility into the insights, align their content requirements, and unveil new audiences.   Inbox Now with Einstein Insights: The ‘Inbox Now’ feature released by Salesforce tends to provide a smart mobile experience that reveals actions and insights that can be leveraged by the sales reps to plan, manage and optimize their day to day activities – all within the application. Sales reps can now see important customer information such as their contact details, account details, and opportunities for their upcoming meeting within the corresponding calendar event. This will help them speed-up for their next meeting without the need to manually sort through old emails.   Social Intelligence Module: This AI-centric module caters to social media feeds that focus on business- related topics within the Sales cloud. This feature allows businesses to develop more trust with prospects and customers by using account-based listening. Apart from this, sales reps can quickly create a lead either by adding a social profile to an already existing profile or sharing a social post that could be shared on ‘Chatter’ for informing the team.   Quip for Sales: The sales cycle today has numerous stakeholders. By using the new ‘Quip for Sales’ feature, sales reps can guide the team of stakeholders through a deal cycle. With this feature, documents and spreadsheets can be kept within records thereby enabling teams to simply find what they require while ensuring they’re working from the latest version. Teams working on any account can now pull up important files like executive briefings, account plans, and quarterly business reviews within their workflow, without the need to open a new tab or window.   Conclusion:  Enabling sales representatives with the right information at the right time so they can be great consultants to your customers is indeed a great sales strategy. To achieve this, it is important to centralize your sales, marketing, and customer success processes on a robust CRM like Salesforce so that relevant customer data and insights are delivered to the sales reps as and when they need them. With the new rolled out productivity features by Salesforce, the flow of information can be managed, so that what sales reps need gets surfaced when they need it, all within Sales Cloud. In a nutshell, it’s all about making sales rep more efficient by guiding their focus to the most influential accounts and tasks, while scaling up performance of every individual. To make the most of these productivity features, you must partner with a reliable Salesforce consulting company.