The Importance of Salesforce Service Cloud Console

Uncategorized / By admin / September 24, 2021 September 24, 2021

Service cloud console is a product of Salesforce, which is used to find, update and create customer records faster. Give a 360-degree view of each customer during the support process. Using the Salesforce platform, enterprises can create many console applications.

In past years, enterprises have been spending billions of dollars to enable multiple channels for communicating with customers.

The Salesforce service cloud console reduces the customer wait time to resolve cases. The service cloud console helps customer service executives get suitable answers from Salesforce and help collaborate across channels to resolve cases swiftly and promptly.

Service console lets customer service agents perform the following things in Salesforce.

Find, update, and make cases or other customer records
Review and update customer cases or other customer records from organized lists
Display all the data of customers, service, and product information needed on a single screen without anything.

Did you know that the Service cloud can connect with multiple legacy applications and help businesses with true digital transformation?

Benefits of Service Cloud Console

Using a service cloud console, customer service executives can provide more contact channels to the customers. The features and functionalities of the service cloud console are listed out below.

Work with multiple records simultaneous

It empowers customer support executives to view and access a lot of records at the same time. Service cloud console increases efficiencies and eliminates clutter.

View Bookmarks and Tabs

All the customer service agents can quickly jump into the data of any customer. They can get all information from a single and unified screen.

Give Access to Customers

The Salesforce service console is configurable, and customer service agents can decide how many controls they want to give their customers. Sometimes, customers might require some additional advantages while interacting with service agents. During this time, customer service agents no need to look for higher authorities, and they may give required permissions to the loyal customers.

The Salesforce service cloud console helps enterprises give responses as quickly as possible, this could be an advantage for both customers and companies.

Did you know that Service cloud clubbed with customer community results in high retention and loyalty?

Key Functionalities of Service Cloud Console

SALESFORCE / By admin / September 22, 2021 September 22, 2021

In these digital ages, all the companies would like to keep customers happy and support team sensible, whether customers reach out to enterprises by social, email, online communities, phone or web-chat. The Salesforce service cloud is a customer support product that enables clients to automate service processes, find required articles, topics, and skilled experts to support service agents.

When a customer reaches out with a problem or a query, they need an answer instantly. However, one issue or a bad experience to reach a solution means enterprises could lose more customers. Here comes a need for a case management module.

Case Management

A case management module lets an enterprise collect and collaborates with customer service interactions that occur on any particular channel.

A case management platform takes customer queries or requests into a database, where service agents can view and give back a perfect solution. Allow agents to manage and categorize customer queries or requests.

Features of Case Management System

Give a unified view

With a unified view of the customers from their service portal, the agents do not need to reach out to other staff or track down a guideline to resolve a query or case. Cloud-based case management tool provides every agent with the same view, no issues where they are or what kind of devices they are accessing.

Deliver Exceptional Support

Effective case management systems enable enterprises to meet customer rights wherever they are. It is critical as customers thoughts continue to change and brand new channels emerge. Case management helps agents contact customers and resolve their issues in real-time, whether on a mobile application, social platform, chat, or direct phone call.

Make improved Decisions

A case management tool that gathers information about customer service queries and solutions can enhance an enterprise’s products and processes. It identifies problems to repair or fix before the consecutive process of products or guidelines goes out to customers. And customer service agents can learn how easy to help customers with day-to-day concerns.

Intelligent Self-Service

Every customer wants a solution immediately. Self-service platforms, such as help centres, customer portals, deliver consistent support all the time. Customers use existing channels to get required FAQs, articles and formal information such as order status. The case management solution gives them a perfect answer without delay.

Assign the Agent Automatically

The case management solution has Omni-channel routing. When a query or case comes in, a customer service agent is assigned based on their expertise, availability and skill set. Instant response helps customers free from wait days for answers to their queries.

Case management solution is one of the reasons for retaining customers to the brand.

Salesforce – Sales, Service and Marketing all fully integrated and sharing a single customer database. We provide all Salesforce services. Just click here and give what your customers want.

Continuous Enhancement Salesforce

Leave a Comment / SALESFORCE / By admin / July 8, 2020 July 26, 2021

5 Winning Ways to Enhance Salesforce for Maximum Business Value

In the present climate, many companies around the world are awaking to the importance of CRM. Recent statistics estimate that 91% of businesses with over 11 employees use CRM, compared to 50% of those with about ten employees or less.

Salesforce has been gaining momentum among the CRM enthusiasts at a steady phase. For the 13th Consecutive Year, Gartner names Salesforce as the Leader in the Magic Quadrant for Sales Force Automation.

Salesforce is a guaranteed way to develop internal business operations and generate productive results. However, such results can be assured only and if the businesses exhaustively utilize Salesforce, rather than merely employ and deploy.

As a Salesforce Consulting partner seasoned with years of improving business infrastructures, we present five proven ways to embed Salesforce in your success equation!

1. Use it as a Resource, not just as an Asset

A resource is something that one uses to achieve an objective. An asset is something of value.

Therefore, a Resource is something you use to create an Asset.

Salesforce is often seen as an expensive Asset by businesses, that needs careful administration. Whereas in reality, Salesforce is a highly functional Resource with vast potential and flexibility. The key is to make Salesforce a part of your business structure, rather than just exercising it as peripheral assistance.

Intensive operative features bring in progress and efficiency, but only when there is the heightened utility of the Resource. To blend Salesforce into your business DNA, make sure to choose the suitable customization accordingly. A blend of rightful integration, appropriate select of 3rd party AppExchange apps, and rigorous user training will help you exploit Salesforce for all it’s worth.

You can also further reinforce custom configuration to add robust features to your Salesforce platform, thereby expanding the scope of your business tasks.

2. Prioritize, Plan and Persevere Integration

Usually, data resides in different systems used by the various departments of the organization. Therefore, it becomes difficult to determine the primary source of data. Say, for instance, the sales teams may enter the data for one particular customer in multiple systems. In such cases, the credentials of the customer stored in one single system may prove to invalid or, the assimilation of the details from different databases may prove to be complete and valid.

This uncertainty in the location and credibility of data eventually decreases productivity due to the resultant time-lapses and data discrepancy. To create a unified source of data, prioritize, and plan your Salesforce Implementation and Integration solutions.

Salesforce’s open API makes it possible to integrate disparate systems, like the data that has been stored in ERP, HR, and on-premises software, to build a centralized view of your customer data.

With the right Salesforce Partner, you can achieve complex integrations at a reduced time with total accuracy.

Ready to see how Salesforce can help you transform your business at lightning speed? Contact Us today to know how our customers get maximum value with minimum spend.

3. Kaizen : Salesforce

Salesforce should be utilized as a comprehensive business platform, and not just as a sales team solution. With Salesforce, there is always scope for improvement.

The best practice would be to measure results and progress post-Salesforce Implementation and maintain an overarching vision of your business with Salesforce. Adopt an agile approach to implement Kaizen, i.e., continuous improvement, steadily passing through each step of the operation, so that there is a balanced level of user-adoption.

And it is not just your business that would be evolving around your technology, but the Salesforce platform itself tends to shift over time. Salesforce delivers hundreds of innovative features three times a year during seasonal releases. In addition to the Releases, new third-party apps and solutions join the Salesforce AppExchange each month.

Therefore, right from reviewing your customer lifecycle until the enactment of creative marketing efforts, Salesforce drives you to incorporate Kaizen in your business DNA.

4. Map the Outcomes to the Implementation

While fixing Salesforce as a vital component of your internal concerns is very important, it is also essential to monitor the external results it yields.

To study the impact of Salesforce on your business is to sketch out a map for further improvements of the Salesforce Implementation. So, while mapping the outcomes of Salesforce to your customer relationship management process, consider the following reflective examinations.

Are you completely able to execute your CRM strategy?
Are you delivering the maximum value to your customers?
Did the Salesforce Implementation bring in a visible increase in numbers?
Are you utilizing all possible ways to drive customers’ levels of satisfaction?
Does the Salesforce Implementation to the internal operations directly influence the interaction with customers?

If not, what should be the plan to achieve such solutions? Since your Salesforce efforts internally should reshape the external effect on your business.

A highly competent Salesforce Consultant would work with you to optimize the Implementation to serve your customers better.

5. Keep it Simple

The best way to keep improving Salesforce for all its merit is to keep it simple all the way through. Despite Salesforce’s constant efforts at making their software easy to use out of the box, it still does seem pretty tricky to the non-technical users.

Therefore, you should make sure that the Salesforce Implementation is easy to approach and use, regardless of the developments in the operations front. However, it is to be noted not to tone down on the business progress for the sake of the Salesforce usability.

The goal of any Salesforce Implementation is to foster coherent and concise processes for users to comply and adapt. If the system is too complicated, or if the process layout is confusing to comprehend, employees will tend to skip or use just a sliver of the Salesforce Implementation.

Eventually, the proceeding teams will not trust the ensuing data leading to delays and inaccuracy in decision making.

Hence, keep it simple for a supple CRM!

Ready to see how Salesforce can help you transform your business at lightning speed? Contact QRS today to know more about The World’s #1 CRM Solution!

Ready to see how Salesforce can help you transform your business at lightning speed? Contact Us today to know how our customers get maximum value with minimum spend.

Post Salesforce Implementation

Leave a Comment / SALESFORCE / By admin / July 7, 2020 July 26, 2021

Ever since the advent of CRM systems in the 1990s, their implementation failure rate has been quite high. Back in the year 2001, Gartner recorded a 50% failure rate, and it has continued to increase since then.

In 2017, CIO magazine reported that around one-third of all customer relationship management projects fail.

So it is inferred that a CRM Implementation can prove to be a bountiful success or an expensive misstep.

How do you keep a premium CRM, such as Salesforce Implementation, out of this crowded cemetery? — By being prepared.

Though there could be a lot of possible reasons for the failure, it’s usually the ones that occur during the Post Implementation.

Here are the four most prevalent concerns that organizations face after a Salesforce
Implementation.

1. Salesforce User Adoption

Salesforce is a powerful CRM platform.

The competent integration capabilities and scalability make Salesforce the number one CRM platform in the world today.

According to Salesforce, “Implementation of Salesforce will increase sales win rate by 26% and sales revenues by 28%.”

Only an exhaustive Salesforce User Adoption can lead businesses to impressive improvements in the ROI. However, statistics say that 43% of CRM customers use fewer than half the features they have on their CRM system.

Quite a natural occurrence post-Salesforce Implementation, if you could think through the induction!

The Management favors for a premium CRM system because that sounds like a strong move to reap impressive benefits.
The Sales Managers adore a sophisticated CRM system, because what could be more convenient than timely and critical data at an easy reach.
The Sales Reps, on the other hand, will find the system to be an additional responsibility that needs extra care. To them, it’s just another arduous task that demands time and enduring efforts.

Due to incomplete understanding of the CRM, some reps will even hesitate to enter data, thinking that their leads will be reassigned or taken over by fellow teammates. This incompatibility will lead to an onset of inaccurate data, delayed responses, and increased friction.

Therefore, you need an extensive user on-boarding plan that educates and trains the sales teams to be well acquainted with the Salesforce Implementation. With a seasoned Salesforce Consulting Partner at your side, you will be able to combat this shortcoming by accompanying user training with release notes on custom-built functionality.

Do you want to maximize ROI Using salesforce. Do you want to moderate your spend on maintaining Salesforce ? Contact us today and we will show you how we have saved over 50% in maintenance and management cost of Salesforce.

2. Real-Time Integration Complications

Salesforce reports state that 50% of teams leverage data to produce timely, accurate forecasts and 34% supplement predictions based on intuition with data-driven insights.

The purpose of a Salesforce Implementation is to obtain accurate, real-time data insights to drive progressive business decisions. Salesforce’s cloud-based platform allows users to access the full CRM functionalities without in-house server infrastructure to increase workflow efficiency.

However, maintaining a large number of real-time integrated systems involves meticulous transition planning, user-training, and environment testing.

Integrations are generally of four types, real-time (User Interface based), near real-time (message-based), batch (periodic data loads), and AppExchange. Without a thorough integration validation, there will be mighty challenges while maintaining data consistency among multiple business applications and external systems with Salesforce.

With a complete outlining of the touchpoints and determination of the integration type during the Discovery Phase will help you dodge the challenges of Integrations.

3. Change Management

Any business is prone to changes, be it large or small. Be it reorganizing the internal teams, expanding territories, or just the adoption of new marketing efforts to bring in more leads and prospects.

In such instances, you will have to alter the existing Salesforce Implementation to adhere to your changes. The Implementation might be complete according to your requirements, but if it cannot align with your changes, the efforts will prove to be futile.

To handle such changes, you should utilize agile communication methods with your Consulting partner. A seasoned and a skillful Salesforce Partner will future proof your Implementation to accommodate future changes and requirements.

In this way, your Salesforce structures can be configured often as possible with few clicks and customized with minimal coding. Future-proofing saves you money, strenuous efforts, and a prolonged struggle with time.

With easy and cost-effective reconfiguration, you can scale and renovate your sales process seamlessly.

4. All-at-Once Deployment

Most companies deploy Salesforce on the first day of Implementation with every accessory and gadgetry.

One sure way to break down your Salesforce Implementation!

Such a method of development is not uncommon, where the entirety of requirements are built from square one and deployed in full. As a result, businesses end up spending hours on intricate features, only to realize that they aren’t needed just yet.

Butler Group reports that employees use only about 50% of the CRM features paid for by businesses.

A more useful approach would be to start building the core functionalities without which your business can not operate. This approach will allow the primary users, i.e., the sales reps, to focus entirely on the priorities without getting distracted by the extra-added features. Also, the Management can plan and work out the next phase of Implementation according to order of importance.

A reliable Salesforce Partner would advise you to build the Salesforce strategy one phase at a time to save efforts and money in the long haul.

Salesforce can seem daunting at first, but with an authentic and skilled Salesforce Consulting Partner at your side, it will turn out to be the best investment you could rely on to increase your bottom line!

Looking for such a partner? Feel free to reach out to our team for any queries and concerns about Salesforce. We are just one call away!

The Importance of the Discovery Process in a Successful Salesforce Implementation

Leave a Comment / SALESFORCE / By admin / June 25, 2020 July 26, 2021

The Discovery Process of a Salesforce Implementation is the first and pivotal phase that contributes to its successful execution. It is in this phase that the groundwork for the Salesforce Implementation takes place.

It is in this phase that all the vital information needed for the Implementation is assembled, reviewed, and studied.

Right from the minuscule difficulty faced by the sales team, the stock of your systems until the interims in the business process, the Discovery Process is where all such information comes together.

The Discovery Process lays out the roadmap for your CRM Implementation.

1. Discovery (or) Requirements Gathering?

The simple answer is proper Discovery results in efficient Requirements Gathering.

Difference between Discovery and Requirements Gathering:

The objective of the Discovery Process is to identify and determine potential gaps and risks to devise a suitable Implementation strategy. It frames the fundamental CRM design of the Salesforce Implementation, covering all the challenges of the existing system.

Requirements Gathering is an ongoing process where the Requirements (functional, technical, and system) are obtained based on the conclusions of the Discovery Process.

Therefore, only a thoroughly performed Discovery Process can offer the right direction to the Requirements Gathering phase.

2. Why Discovery is essential in a CRM Implementation?

The Discovery Process plays a critical role in Implementation that it stands at the very beginning of the entire CRM Project. This phase is all about understanding the basic needs of your business and working out a CRM plan accordingly.

The right set of resources and dedicated time and efforts are more than necessary in the Discovery Process of the CRM Implementation.

Following are some of the main factors of examination during the Discovery Phase,

The objective of the Business as well as the goals of the involved Projects.
Pain points, Risks, Gaps, and Critical Requirements.
Systems Inventory: Existing Systems that require CRM Integration.
A comprehensive view of the Scope of Deployment.
The transition design from the current infrastructure to the planned.
Unearthing possible data sources for the new CRM Implementation.

An advantageous outcome of the Discovery Process is Staff Interaction. Staff Interviews offer reliable information about problems that remain overlooked or even neglected. With these staff interviews, you would be able to reorganize your legacy resources the Implementation.

Also, the direct insights from the corresponding workforce will provide you with potent opportunities to enhance the functionalities of the novel CRM system.

3. How long does it take to complete Discovery?

The duration of a Discovery Process varies for each type of requirement, the range of development, the availability of resources. The proficiency of the Development team also affects the period of the Discovery Proces.

Even if the Implementation is quite expansive, with a seasoned Development team, you can complete the Discovery Process at an optimal duration.

Hiring a highly competent, experienced Salesforce Consulting Partner will help you achieve an efficient Discovery Process with innovative and cost-effective solutions.

4. What do you get at the end of a Discovery process?

The Discovery Process provides the team and the employees with insightful guidance on their priorities and their responsibilities in the CRM Implementation.

Following are the specifics gained at the end of the Discovery Process,

The CRM Design with directed Infrastructure and its associative Functionalities.
A road map describing the consecutive phases and their subsequent priorities.
Identified pain-points, gaps, and corresponding risks.
The deployment of resources and their timelines.
Estimated costs to assess the financial feasibility.

Another outcome of the Discovery Process is the increased span of communication with the active workforce on the utility and limits of the CRM design. Such communication also paves ways for higher levels of visibility on the various aspect of the existing CRM system.

5. Why does a successful CRM Implementation need a Discovery process?

The Discovery Phase forms the backbone of the CRM design, and therefore, it becomes an intrinsic phase of the Implementation. A minuscule flaw in the application requirements process can fail the entire CRM system.

And it is during the Discovery Process, that you gather the complete set of requirements.

Without a commitment to a complete Discovery Process, the solution will bound to stall the revenue growth and productivity of the business. A blundered Implementation will only imperil the investment and prolong the ROI.

Hence it can be said that an Implementation without a Discovery Process is like embarking on a strenuous voyage without a map. And without a compass.

6. Balancing Urgency .. How to?

There will be instances that demand immediate CRM Implementation at a limited period, in some cases, there will be a requirement for Post Implementation Support.

In such occurrences, hiring a seasoned Salesforce Consulting Partner will prove to be useful and economical. With proven expertise in Salesforce CRM, the Consulting Partner can bring in reliable solutions at realistic timelines.

Productive integration of the internal workforce and the external Salesforce Consultant will drive your business to build a fully optimized working solution without further ado.

To know more about the stages of a Saleforce implementation, reach out to our team at https://www.qrsolutions.com.au/.

Determine your goals, establish your success criteria and make sure your salesforce implementation will deliver on these. Contact us today to know how we have delivered successful implementations to our customers.

Process Builder

Leave a Comment / SALESFORCE / By admin / June 24, 2020 July 26, 2021

Introduction

Process Builder is a combination of Flow and Workflow rules. In other words, we can say that it’s the next level of Workflow rule that allows us to automate your business process by creating Processes with point-and-click more than workflow without writing a single line of code.

Scenario

Arun is doing business with a company (which we call an Account in Salesforce), which changes its location. Arun wants a way to automatically update the business address of all the people that work at that company (your Contacts).

Why do we need to use Process builder?

In workflow rule only have 4 actions and process builder have 9 actions, by using workflow we cannot create a child record, Post to Chatter or Auto submit record in the Approval process so for doing this kind of action we need to use process builder.

Types of processes

Process Builder supports three types of processes for your automation needs. The type determines what triggers the process.

A record change process starts when a record is created or updated.
An event process starts when a platform event message is received.
An invocable process starts when something else, like another process, invokes it.

Each process consists of:

Criteria that determine when to execute an action group.
Action groups, which consist of immediate or scheduled actions. Only record change processes support scheduled actions.

Actions

Apex
Create a Record
Email Alerts
Flows
Post to Chatter
Processes
Quick Actions
Submit for Approval
Update Records

Process Builder vs. Workflow

Create a record of any object type
Update any related record—not just the record or its parent
Use a quick action to create a record, update a record, or log a call
Invoke a process from another process
Launch a flow—you can’t schedule this action with workflow
Send an email
Send a custom notification
Post to Chatter
Submit a record for approval

Process Limits

When building processes, keep shared limits and Apex governor limits in mind. In addition, a process’s API name must be unique across all processes and flows in your org.

Process Usage-Based Entitlements

Like feature licenses, usage-based entitlements don’t limit what you can do in Salesforce; they add to your functionality. If your usage exceeds the allowance, Salesforce will contact you to discuss additions to your contract. In the meantime, your processes continue to run as usual.

When Do Processes Evaluate Record Changes?

Processes start automatically and are invisible to the user. Before you design or activate a process, understand which changes trigger processes.

Create a New Process on the Account Object

Create a process and then select the object on which the process runs. Also make sure the process kicks off whenever a record is edited, because we’re going to change the business address in a moment.

Process

From Setup, enter Builder in the Quick Find box, and select Process Builder.
Click New.
For Process Name, type Contact address change.
For The process starts when, select A record changes, and click Save.
Click + Add Object.
In the right window, select Account from the Object drop-down list.
For Start the process select when a record is created or edited.
Click Save.

Create Criteria

Click Add Criteria.
For Criteria Name, type Address Change.
For Criteria for Executing Actions, keep it set to Conditions are met.
For Set Filter Conditions, click Find a field…, select Billing Street and click Choose.
Set Operator to Is Changed, and set Value to True.
For Conditions, keep it set to All of the conditions are met (AND).
Click Save.

Create an Action

Under the Immediate Actions box, click + Add Action.
In the Action Type drop-down list, select Update Records.
For Action Name, type Update Contact Addresses.
For Record Type, click the radio button next to Select a record related to the Account, then scroll down and select Contacts, and click Choose.
Process Builder allows you to choose not just fields on Accounts, but fields that are related to Accounts.
For Criteria for Updating Records, keep it set at No criteria—just update the records!.
Under Set new field values for the records you update, click Find a field…, and then scroll down and select Mailing Street. Select Field Reference for the Type.
For Value, select Billing Street as the Account field and click Choose.
Click Save. Click Activate and then click Confirm.

Some important things to note before you move on:

This task adds only one action, but you could add multiple actions for one criteria.
Did you notice that Accounts have a field called Billing Street, but that Contacts have a field called Mailing Street? That’s OK, it’s a different field name, but you’ll use the same value.
Once a process is activated, it cannot be edited. If you need to make edits to an activated process, follow these steps:
- Clone the process as a version of the current process.
- make changes to the cloned process.
- activate the new version.

Q & A:

Q1. What is Mixed DML Operation and how to solve Mixed DML Operation Error in Process Builder in Salesforce?

If any user wants to perform DML operation on setup and non-setup object in the same transaction then there is a chance of generating “Mixed DML Operation” error.

Example:

ABC company give a requirement to their employees, if any employee joins our company then we will create a user in user object and as well as we will auto create a sick leave, casual leave, earn leave in there leave balance object which is a custom object. If an employee will perform this scenario then an employee will get Mixed DML Operation error.

Solution:

As we know we can not use DML operation on the setup and non-setup object in the same transaction then we have to separate it by time dependent trigger.

Q2. What are the things which we can not do with process builder in Salesforce?

Deleting Records (Alternative: Flows/Apex Trigger )
Outbound Message (Alternative: Workflow/Apex Trigger)
Cloning a record (Alternative: Apex Trigger)
Updating unrelated records (Alternative: Flows/Apex Trigger)

Q3. What kind of related records can we update using process builder in Salesforce?

Parent Records (Master or Lookup)
Child Records (Master or Lookup)

Do you want to automate your business process ? we provide process builder that helps you get what you want. you need to click here to reap the benefits.

Salesforce Managed Services: The Better Way for an Effective Salesforce Deployment

Leave a Comment / Uncategorized / By admin / June 24, 2020 July 26, 2021

As a powerful CRM as it is, Salesforce can, however, be profitable only with meticulous maintenance and consistent renovation.

And managing Salesforce resources does tend to weigh on your bills and your efforts.

In-House Salesforce, costly yet volatile?

Let’s take a glance at the numbers to reaffirm the statement,

An early career Salesforce Developer with 1-4 years of experience earns an average total compensation in the range of 65K to 105K
A mid-career Salesforce Developer with 5-9 years of experience earns an average total compensation in the range of 120K to 160K.
The national average salary for a Salesforce Administrator is 80K to 100K and for a Salesforce Business Analyst is anywhere in the mark of 95K to 150K depending on relevance of experience and niche in Australia.
A mid-career Salesforce Consultant with 5-9 years of experience earns an average total compensation of 180K. An experienced Salesforce Consultant with 10-19 years of experience earns approximately in excess of 200K on average.

To top it all, the typical tenure for most of these Salesforce resources is less than a year; all the more reason to think of workable option.

There has been NO significant change in the above both before and during the current pandemic situation;

However Industry reports indicate there has been a significant fall in the hiring pattern. The above situations clubbed with the heightened requirement to

(a) manage the current implementation
(b) continue to maintain the momentum with staff WFH.
(c) Keep the cost low – in response to the current economic scene

Has created a critical environment ready for transformation
In response to the above, Several SMEs entirely outsource Salesforce Services, either as a primary service providers or as a complementary measure to the internal team.
In both cases, this paradigm does prove to be inept when it comes to preventing problems and offering instant solutions, thereby leaving a lot of room for turbulence.

On the contrary, Managed Application Services offer a more proactive approach towards handling Salesforce Administration.

Salesforce Managed Services offers a comprehensive assortment of Salesforce Services, right from implementation to support. It provides the users with the facility to employ the expertise of a fully-fledged Salesforce team at a relatively reduced cost.

Using Shared Resources across the spectrum of technology that could be involved in a salesforce implementation, allows for optimally leveraging multiple faculties without the need for additional investment.

The Managed Services model operates on a proactive basis with a focus on creating and maintaining a seamless Salesforce environment. It functions intending to detect and prevent issues that could potentially disrupt the operational activities of the task force.

The success of Managed Services altogether depends on the proficiency and competence of the Provider

QR Solutions Managed Application Services: Your Ace Salesforce Team

QRS helps you utilize all the privileges of skilled, fully-staffed technical resources without the costs of hiring an internal cohort.

We offer an extensive pool of talent and resources needed for open-ended application development and sustenance, delivered at a monthly subscription fee.

Most importantly, you will have to interact with just a single point of contact to communicate your concerns and requirements.

Benefits of QRS Managed Application Services:

Definitive Salesforce Lightning solution at your convenience, with consistent development as per your business needs.
Complete coverage of your Salesforce Services at a beneficial budget with minimal management involvement.
Salesforce upgrades and repairs with no impact on the underlying regular activities and pursuits.
Relieving critical resources to focus on strategic instances and business growth, rather on technical coherence.
A certified Salesforce partner by your side on all your IT endeavours.

Our customers have saved over 65% of resource costs by using our Managed Services. How much does your salesforce management cost ? Contact us and speak to us about our Managed Services Options. We will show you how much you can Save…

AWS Concepts

Leave a Comment / MANAGED SERVICES / By admin / June 24, 2020 July 29, 2021

As a developer, you will need to know various cloud concepts if you aspire to be successful in your field, not to mention do a great job. There are many concepts to understand in cloud computing, particularly when dealing with AWS. Here are some of the common concepts you will encounter.

S3: Scalable cloud storage – Static assets live here
EC2: Virtual cloud servers – Loads run here
RDS: Managed relational database service – data is stored here
ROUTE53: Scalable DNS and domain name registration
VPC: Assists to maintain isolated cloud resources
CLOUDFRONT: Worldwide content delivery network
DYNAMODB: Managed no-SQL database
CLOUDWATCH: Helps to monitor resources and applications

ELASTIC IP

Elastic IP is a public IP that can be linked to EC2 instances. If a particular EC2 instance is terminated, it stays put so that it can be remapped to associate with an other instance .

CLOUDWATCH

This is a monitoring service for other AWS services.

AUTOSCALING GROUP

Automatically shrinks or expands a pool of instances based on set rules

LOAD BALANCER

A routing device that maintains a consistent DNS entry and balances requests to multiple instances.

HOW AWS WORKS

AWS can be split into different services each configured in different ways depending on the user’s needs and business model. The AWS portfolio has more than 100 different services all for different functions like computing, databases, infrastructure management, application development, security among others.

Some of the categories are;

Compute
Storage database
Migration
Data management
Networking
Hybrid cloud
Development tools
Management
Monitoring
Security
Governance
Big data management
Analytics
AI
Analytics
Mobile development
Messaging and notification

AVAILABILITY OF AWS

Amazon provides AWS from various data centers spread across zones named as availability zones (AZ) spread across the world.

Amazon Elastic Block Store provides block level storage volumes for persistent data storage to be used with EC2, while Amazon Elastic File System offers managed cloud file storage.

Businesses can choose one or more AZs either for compliance issues, or to be able to reach their customers easily.

An AWS customer can put up VMs and replicate data in different AZs in order to achieve high reliable infrastructure capable of withstanding disasters or failures of an individual server or even an entire data center.

STORAGE

Amazon Simple Storage Service (S3) provides scalable storage for data backup, archiving and analytics.

Amazon Elastic Block Store provides block level storage volumes for persistent data storage to be used with EC2, while Amazon Elastic File System offers managed cloud file storage.

A client can choose to migrate data to the cloud via storage transport devices such as AWS snowmobile, or AWS storage gateway to enable access cloud data.

What’s New in AWS

The AWS announces the introduction of the CloudFormation public registry. It is a searchable collection extension that allows users to provision, discover, and handle third-party extensions. This one includes modules and resource types. AWS is comprising more than 200 products and services.

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Tableau Charts – The Types and Traits: Part 02

Leave a Comment / TABLEAU / By admin / June 24, 2020 July 26, 2021

To know about the first 12 types of Tableau Charts, click here to go to Part 01!

Line Charts

Line Charts are highly suitable for displaying tendencies and shifts over time; hence a date Field is a prime requirement for this chart type. There are three types of Line Charts,

Continuous Line Chart
Discrete Line Chart, and
Dual Line Chart.

Let’s take a look at each in the mentioned order.

13. Continuous Line Chart

Minimum Requirements:

1 date
0 or more dimensions
1 or more measures

For instance, if you want to show the sales margin of a particular product over time, such as over a year, or two years, or even a span of six months, the Continuous Line Chart will do the work!

You can present the sales margin of more than one product simultaneously by adding more lines that are differently coloured.

Also, adding Trend Lines, (the dotted line shown in the image), to the visualization helps you tell an expansive story quickly.

14. Discrete Line Chart

Minimum Requirements:

1 date
0 or more dimensions
1 or more measures

The difference between the Discrete Line Chart and Continuous Line Chart depends on the type of data fields that are associated with each. The two types of data fields are Discrete and Continuous fields, mapped accordingly to the former and latter chart types.

Continuous fields contain an infinite number of values, while Discrete fields contain finite values.

The Discrete values fall between a range, such as the number of customers in a particular area. Tableau helps you in identifying the fields as Discrete and Continuous, thus saving you the complexity.

The DL Chart enables you to break down the graph for a deeper analysis, to illustrate, take a look at the before-mentioned CL Chart. The graph flows continuously across the selected range of years, while in the DL chart, the graph is sliced in the middle, specifically after four months of each year. The slits in the graph allow you to instantly take a closer look at the sales margin for every four months.

The DL chart works best for analyzing micro-behaviors of large scale data without difficulty.

15. Dual Line Chart

Minimum Requirements:

1 date
0 or more dimensions
2 measures

The Dual Line Chart, also known as the Dual Axis Chart, allows you to present two Measures with two different axes. The Measures are assigned to two axes on either side of the horizontal axis, thereby making it easier to compare two Measures over the same time period.

Do note that the two Measures that you select for comparison should be relevant to each other with a purposeful relationship, for example, Profit and Cost.

Make sure that your selection implies a message to the story that you plan on explaining.

16. Continuous Area Chart

Minimum Requirements:

1 date
0 or more dimensions
1 or more measures

The Area Chart, in general, has the characteristics of both the Line Chart and the Stacked Bar Chart. It helps you to distinctly display the relative proportions of totals or the percentage relationships between Dimensions.

In the event of more than one Dimension, the Area Chart stacks the volume, in colour, beneath the Line. As a result, the total of the fields and also, their comparative size of Measures will be displayed accordingly.

Being a combination of the Line Charts, the Area Chart must contain a date field to create a view over time. In the Continuous Area Chart, the dates are continual.

17. Discrete Area Chart

Minimum Requirements:

1 date
0 or more dimensions
1 or more measures

The Discrete Area Chart is quite similar to the Continuous Area Chart; the only difference is that the former deals with discrete values.

Like the Discrete Line Chart, the Discrete Area Chart allows you to break down the graph as per your requirement.

You can slice a Continuous Area Chart by your desired time periods to take a magnifying look at the involute differences and details.

Area Charts are particularly beneficial for showing visualizations of comparison, such as between product categories, team performances, customer segments, and suchlike. With Area Charts, you can showcase the bigger picture along with the relative magnitude of individual factors.

18. Dual Combination

Minimum Requirements:

1 date
0 or more dimensions
2 measures

The Dual Combination Chart has the layout of a Dual Line Chart, one common axis, the X-axis for the date, and two separate axes, the Y-axes for two different Measures. However, it uses multiple Mark Types for the Measures in the same sheet, hence the word, combination.

A common variant of the Dual Combination Chart is the Line-and-Bar, provided by Tableau.

In the Line-and-Bar Combination type, the first step is similar to creating a complete Dual Line Chart. Once the Second Measure gets dropped into the View, a new Marks shelf will get generated.

Now, the Mark for each Measure can be changed independently of each other, resultantly allowing you to create a View containing a combination of Mark Types.

19. Scatter Plot

Minimum Requirements:

0 or more dimensions
2-4 measures

The Scatter Plot, also known as the Scatter Diagram, or Scatter Chart, or Scatter Graph, is useful to compare two different Measures and to identify patterns.

The Scatter Plot, similar to the Circle View and Side-by-Side Circle View, uses symbols for visualization, which you can change according to your preference.

The distinctive feature of the Scatter Plot is that both the horizontal and vertical axes signify Measures, rather than Dimension. The data points are placed in the graph as specified by the numerical values of both the Measure.

The shape formed by the data points reveals the heart of the story, the correlation present in the entire data. You can drop in Dimensions to add further details to the graph. Also, you can insert Trend Lines to outline the patterns indicating the correlations found in your data.

Scatter Plots show the underlying patterns and relationships existing in a large pool of data, offering an advantage that is unique from the others.

20. Histogram

Minimum Requirements:

1 measure (bin field)

The Histogram, in general, is defined as a graphical representation of the distribution of numerical data.

It is quite similar to the Bar Chart, but the Histogram arranges the values of a Continuous Measure into ranges.

In Tableau, the Histogram creates an additional bin field of your selected Measure, dividing the Measure into discrete intervals, collectively known as Bins.

The Bins help you get a quick analysis of the range of data distribution, also allowing you to add Dimensions to further breakdown the scrutiny.

Such insights will offer you the intricate intelligence needed to improve your business.

21. Box-and-Whisker Plot

Minimum Requirements:

0 or more dimensions
1 or more measures

The Box-and-Whisker Plot, also known as the Box Plot, is used to display the distribution of numerical values along an axis. (Take a look at the image)

Note: In statistical terms, a quartile is a kind of a quantile that divides a data range into four more or less equal quarters.

The Boxes indicate the middle two quartiles of the data’s distribution,i.e., the central 50 percent of the data. The lines jutting out from the top and bottom ends of the box are called the Whiskers. The Whiskers denote the interval between the minimum value of the first quartile and the maximum value of the fourth quartile.

The composition of the graph begins with the user determining the median of the entire data set. The proceedings are as follows,

The vertical intersection in the middle of the Box is the median of the selected data set,the part where there is a color transition from grey to light grey.
The upper and lower quartiles of the Box denote the medians of the upper half and lower half of the data.
The upper half of the Whiskers indicates the maximum of the data set, while the lower half denotes the minimum of the data set.

The Box-and-Whisker Plot works well for descriptive analysis as it presents the shape of the distribution, its central value, and its variability at one glance.

22. Gantt Chart

Minimum Requirements:

1 date
1 or more dimensions
0-2 measures

The Gantt Chart is a great way to depict information relating to time, offering a clear representation of its advancement and the corresponding tasks.

So, it stands as a compelling chart type to explain any progression in time, quite useful when it comes to picturing the various scheduling methods in a Project.

You can take each data point as a task and can plan its correlation and dependencies with other data points and resources. In this way, you get to image the flow of the Project and easily detect potential delays and disruptions.

23. Bullet Graph

Minimum Requirements:

0 or more dimensions
2 measures

You can use the Bullet Graph to compare your present data with the past data or a fixed margin. It is similar to a standard Bar Graph, the difference is, the distribution will be progressing towards a goal behind the Bar in the Bullet Graph.

In general words, the Bullet Graph is used to compare the actual data with a target or previous data, indicated by a reference line. For example, you can compare the present sales figures against the previous year’s sales or the assigned sales target. You can compare the actual cost against the budgeted cost and suchlike.

You can customize the size and colours to make your story more appealing. The Graph can also be presented either horizontally or vertically as per your convenience.

24. Packed Bubbles

Minimum Requirements:

1 or more dimensions
1 or 2 measures

The Packed Bubbles, also known as the Bubble Chart, exhibits relational value in clumps of circles without the use of axes. The individual bubbles denote the Dimensions, and the Measures define the size and colour of the Bubble, that is, the circle.

The bubbles are packed close to each other to save space for additional Dimensions. For instance, while showing the profit and sales percentage of a product, you can easily add different product categories to maximize the analysis.

The Packed Bubbles is a flexible option to display many values concerning one another, for study in a single View. A very colourful View, one can say!

Just click here to learn Tableau quickly at QR solutions. we provide exceptional support to people who love to learn Tableau.

Enhance and Expand Your Business with CRM System

Leave a Comment / CRM / By admin / March 25, 2020 July 26, 2021

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Enhance and Expand Your Business with CRM System

“Customer Relationship Management (CRM)” denotes a combination of business strategies and modern technologies that companies employ to manage and enhance relationships with prospects and customers. The CRM approach mainly involves the analysis of each customer interaction with the organization and its corresponding data throughout customer life cycle, with a goal of improving customer retention rate and fueling sales growth.

A CRM system is a tool that handles CRM tasks and processes such as contact management, sales management, generation of data-driven actionable insights, social media integration and team communication.

If the CRM system is cloud-based, the CRM tasks can be run from anywhere at any time, on any connected device. Cloud-based CRM platforms like Salesforce CRM software offer advanced functionalities such as integration with marketing automation and customer service systems to furnish a cloud-based ecosystem for customer data.

“The purpose of business is to create and keep a customer.” – Peter Drucker

Coming into prominence as one of the prime Salesforce Consultants in India, we share with CRM enthusiasts the high-grade advantages of a CRM system, to create and keep your prized customers.

Here are some important CRM properties which help in growing your business:

Right Customers- Convert Marketing Leads into Sales

Salesforce allows you to track all the necessary information about your CRM leads, the right set of timely information required to convert your marketing leads into sales.

An activity timeline lets you view the updated contact information of your leads and also provides you with the necessary best practices and associated documents by using Sales Path. You can also set up automatic lead scoring and routing to assign the right sales representatives to “hot leads”, so that no probable prospect slips by unattended.

Right from the source of the lead, the relevant actionable insights till the feasibility to compose and follow emails from the CRM solution, Salesforce equips you with the essentials to accelerate conversion of leads into potent opportunities.

CRM Software Helps in Eliminating the Costs

With self-service portals, electronic templates, easy sharing of information among marketing teams with authenticated access, Salesforce CRM software largely reduces the costs incurred for acquiring new customers and targeted marketing campaigns.

Salesforce CRM software offers SMEs with the mettle and strength of a large enterprise level CRM solution, in a package that can be ascended and upgraded in the course of time. Salesforce’s ecosystem that stretches out into areas such as community engagement, e-commerce and social collaboration, assists SMEs to efficiently structure overarching systems to service numerous departments.

Mobile CRM

Salesforce Mobile CRM Software allows you to access and update your CRM data anytime, anywhere, even while you are offline. You can view meetings, events, receive account updates and even join conference calls with just one application. With instant connection to your team members and colleagues, files and data can be shared at your convenience without any disruptions and delays.

With a CRM system offering instantaneous accessibility to customer related data at an opportune reach, deals can be closed faster with both efficacy and efficiency.

Convert the Customers into Long Term

With Sales Contact Management Software, you can get a comprehensive view of your customers along with activity history (purchase and communication), high-prioritized contacts, customer interactions and internal account statuses.

Salesforce helps you make use of your customers’ social presence to better understand their opinions and feedback on your products or services. With deep perception about the customers’ attitude, you can proactively answer to online queries and clarifications. The Salesforce mobile application extracts and displays social profile information from your accounts and contacts, providing you with the cognizance to institute a friendly interaction with your customer.

Sales Contact Management Software permits you to move your contact management online and to the cloud, thereby leaving you to collaborate with people across the organization.

Accurate and Timely Forecasting

Salesforce Sales Cloud Einstein Forecasting applies self-learning algorithms to your company’s sales data and delivers accurate and timely sales forecast, an innovation that takes a quantum leap in driving business predictability.

Embracing the synergistic methodologies of data mining and machine learning, Einstein Forecasting analyzes and processes vital elements like seasonality and historical performance to generate precise and individualized sales forecasts.

Einstein Opportunity Scoring identifies and prioritizes the most beneficial deals based on the deal size and measure of executive engagement directly within the Sales Cloud. Additionally Einstein monitors deals in progress to detect potential ones those face hindrances, thereby allowing sales representative to solely focus on building pipeline and closing deals.

Boost Up Your Decision-Making Process

Salesforce CRM software catalysts your decision making process by presenting fast, easy and accurate insights, using Salesforce Sales Cloud Einstein Forecasting. In addition to sales forecasts, Einstein Forecasting offers a real-time outlook into your team’s forecasts as well, giving you an upper hand in governance and monitoring.

Salesforce CRM analytics software keeps you updated with customized sales forecasting reports that can be built at ease. Reports and dashboards favor you in tracking the overall performance of the team and enable you to make changes to components to draw out the exaction.

Customer analytics software within Salesforce mobile application delivers key business metric to your utility in making insightful business decisions.

CRM can Streamline Your Entire IT Asset

With Salesforce CRM, your company need not fret about the growing size of your IT infrastructure since Salesforce takes the burden of managing heaps of disparate systems and applications off the shoulders of your employees.

Salesforce CRM accurately quantifies and categorizes data and also makes that data available across departments with authorized levels of access, consequently streamlining your entire IT asset providing a centralized data source with an individual user interface, saving time and cost on additional IT infrastructure.

CRM Increases Data Security & Access

Managing and distributing customer related information across diverse systems and teams calls for a great deal of data security and authorized levels of data access.

Contradictory to the commonly assumed notion, on-site data isn’t nearly as safe as cloud security. Data is safer in the cloud. Cloud based CRM systems eliminates a number of security concerns such as disaster, system breakdowns, break-ins and theft, simply by its characteristic of being located on the cloud.

Salesforce integrates a range of security tools into every service it provides; service availability, compliance, privacy, and security are all bestowed with absolute transparency.

Conclusion

According to Salesforce, forty-six percent of sales leaders say deeper customer relationships are a key objective for sustaining success. As stated by Marketing Metrics, the probability of selling to a new prospect is 5%–20% while the probability of selling to an existing customer is 60%–70%. Just like aforementioned, an ingenious CRM system such as Salesforce offers the key to unlock countless opportunities and also to safe guard your most prized assets, your customers.

Planning on taking the reins of your CRM system? Talk to our CRM experts at 91 431-2312880 for a detailed counseling and orientation on our Salesforce implementation services. To learn more about our offerings, or to ask any questions, contact us today!

Trying to find the best CRM software for your automotive business, but don’t know ..Just Contact us. We help you pick the right customer service tool