SALESFORCE

Salesforce

Salesforce Editions

All the best benefits & features you need to know about Salesforce editions

If you want to know the many editions of Salesforce along with their features and benefits, you are in the right place. Salesforce redefined the software industry to make it available for anyone at fewer costs.  It is available in many editions for the use of small to big businesses with many benefits.  Salesforce remains the number one CRM solution provider for over two decades now.  It is why over 83% of the Fortune 500 companies use it to be among the many of its 200,000 potential users. If you want to be one among them, check out the many Salesforce editions to find the best for you to develop your business to new heights.

Six Salesforce Editions

Salesforce specializes in CRM or customer relationship management to allow businesses for capitalizing cloud technology to better connect with customers and partners.  It is a SaaS or Software as a Service with a 30.2% market share, outsmarting its competitors with a wide margin and a YOY Growth of over 19%.


Salesforce started in 1999 in the last over two decades has come out with many editions.  Each edition is a set of Salesforce features wrapped together for companies like yours to choose the right one.   Following are the six editions available for you to choose the right one for improving customer relations to skyrocket your business.

1. Essential Edition

It is one of the four fundamental primary editions which suits best for small businesses. It is a ready-to-go platform for managing and growing small businesses effectively.  You can leverage its easy-to-use user interface along with its other intuitive features to customize and start with their deployment.  Few of its features include:

  • Lead & ticket management
  • Automated routing & multi-channel communication
  • The customizable sales process with App exchange and many others
  • Email integration & full offline mobile functionality

2. Professional Edition

Small and medium companies can use this professional edition specially designed with full-featured CRM functionality to administer the entire sales cycle conveniently.  The features include the following,  to cater to companies’ many demands to improve their business.

  • Comprehensive campaign, case & management
  • Custom dashboards & reports
  • Massive emails, process builders, quotes & orders

3. Enterprise Edition

Enterprise edition is best for large businesses to automate complex business processes with workflow and approvals.  With many more management tools, advanced customization, and features added to the professional edition for integrating back-office systems effortlessly.  Few of its features include.

  • Unlimited processes, profiles, roles & flows per org
  • Salesforce APIs & Sales Console App
  • Territory management & lead registration
  • Workflows, Approvals & advanced report types

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.

4. Unlimited Edition

Large businesses with over 1000 users need unlimited edition that offers premier support with countless online training and over a hundred admin services.  By subscribing to this edition you can build unlimited custom apps and tabs as per your business requirements. It offers additional levels of platform flexibility for managing and sharing on demand.  Also, the admins can access multiple sandboxes for developing and testing.  It has many comprehensive features that include.

  • Full mobile access & 24×7 support
  • Web Services API, Workflow & Approvals
  • Developer Pro Sandbox, unlimited customer apps & increased storage limits

5. Developer Edition

Apart from the above four primary editions, Salesforce has this developer edition for enabling developers to build modern and unique enterprise and mobile applications. Using this edition, developers can access Salesforce APIs and Lightning Platform and have the flexibility to integrate with other applications to develop new tools and applications.

6. Personal, Contact Management & Group editions

The three editions that Salesforce stopped selling are the personal, contact management and group editions.  The personal edition was for single users and individual sales representatives.  Group edition was for small business owners requiring fundamental CRM services.  Contact manager edition was for SMEs for providing access to contact management characteristics. There is also a performance edition from Salesforce to drive development, increase sales, and improve customer satisfaction.
The above information about the many Salesforce editions will make the daunting task of choosing the right one for your business easy. Apart from the above Salesforce offers multiple products covering the entire spectrum of running an enterprise organization.

For more information to use the best edition per your requirement, contact our consultants as we are the licensed experts for years of the world’s number one CRM solutions provider, Salesforce.

Pardot Customization

The email addresses of your users will determine which domain is used when sending emails. In other words, if you send a Pardot email and choose george@examplecompany.com as the sender, examplecompany.com is the domain that would be used.That is the domain that will need to be configured in Pardot and where the DNS entries will need to be placed.

If your users have different domains, each one that will be used will need to be configured.The Tracker Domain (aka CNAME) is essentially a mask that you place over your Pardot assets so they are branded with your company name instead of Pardot

Tracker Domains

Tracker domains are known as CNAME (Canonical name), or vanity URL, and, they enable you to mask your Pardot hosted content (pages, form or assets) with a branded URL. When you create assets in Pardot – such as forms, custom redirects, and landing pages – Pardot generates a link that begins with go.pardot.com.

When you set up a tracker domain, it allows you to maintain your corporate branding. Branding gives assurance and security to your visitors that the links in your pages, forms or assets are legit and that they belong to your domain. In another word, a vanity URL is a unique web address that is branded for marketing purposes.

Your tracker domain cannot be the same as your corporate domain name. You choose a simple alias that gives your visitors the good user experience. For example, if your corporate domain is www.example.com, then consider using one of the following:

forms.example.com
go.example.com
www2.example.com
info.example.com

Email Sending Domains

Implement DKIM and SPF Email Authentication

To achieve the best deliverability with Pardot, implement email authentication. Pardot uses the two most common standards: SPF and DKIM.

Use Email Authentication

With Pardot, you can send emails from your domain by authenticating through the two most widely accepted email authentication standards: Sender Policy Framework (SPF) and DomainKeys Identified Mail (DKIM). Major ISPs and corporate spam filters check for one or more of these types of authentication when determining whether to allow emails to a recipient’s inbox. Setting up email authentication is critical for achieving good deliverability.

Sender Policy Framework (SPF)

SPF is a form of email authentication that makes forging the sender of an email, or email spoofing, more difficult. SPF isn’t aimed at stopping spammers. Rather, it tightens loopholes used by spammers to spoof emails. SPF provides a list of all outbound email sources for a domain as a DNS TXT record.

When a receiving mail server gets a message appearing to be sent from a certain domain, it checks the sender’s SPF statement to verify that information.

DomainKeys Identified Mail (DKIM)

DomainKeys is an email authentication system that verifies the DNS of an email sender and the message’s integrity.

Domain-Based Message Authentication, Reporting, and Conformance (DMARC)

A third layer of authentication that’s becoming more widely used is domain-based message authentication, reporting, and conformance, or DMARC. With DMARC, you notify receiving servers that your messages use SPF and DKIM and instruct them on what to do if they fail those authentication checks.

Pardot can’t set up a DMARC policy for you, but we can help you ensure your emails are DMARC-compliant.

Salesforce

Salesforce Pricing

Salesforce started in 1999 with the novel idea for anyone to have software to come under heavy criticism from many experts. But it is now the world’s No. 1 CRM wherein anyone can avail its basic software with just 25 USD per month and many of its cloud-based CRM tools at a nominal fee.

Salesforce pricing is best for both big corporate companies and small business owners. But as far as the world-class service of providing excellent solutions for complete customer satisfaction, it is the same for all its customers.

Salesforce pricing

Salesforce from its launch in 1999 has come a long way, acquiring many reputed companies for developing businesses. It is now a one integrated CRM platform to provide a single, shared view of all customers to all departments from marketing, sales, service, and commerce.

Gartner predicts IT spending to decline by 8 % or 300 billion USD due to the pandemic. But the cloud services brave even this worst crisis to rise by 6.3% in 2020. And Salesforce based on cloud computing has increased its revenue from 13.28 to 17.1 billion USD during the same period.

For the past, over two decades, Salesforce has grown from strength to strength to connect all customers by creating a personalized one-of-a-kind brand experience. It is the reason that over 150,000 companies worldwide are using Salesforce for their successful business operations.

Salesforce has a client roster from Fortune 500 companies to the average small business owners. It is because of its various versions to suit the need and scale of all companies to benefit from its many incredible cloud-based CRM tools to grow their business.

We understand all business owners need the right software and CRM tools at the best price. Hence we are listing out the costs of the various versions of Salesforce. In its journey for over 20 years in servicing much of the customer needs, Salesforce has one plant for all.

Salesforce compared to other significant CRM providers is not expensive but is available at a reasonable price to benefit all companies. Starting from 25 USD per user per month, it is available as per the size and scale of the companies worldwide.

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.

Free trial for 30 days

Though Salesforce does not have a free plan, it offers a free trial of 30 days for customers to know its robust customer support options. Also, to experience its impressive, vast catalogue of CRM features that Salesforce frequently update to keep up with the changing trends.

Salesforce bills annually

Though Salesforce prices are as per the number of users per month, the billing of all the plans is only annually. Hence customers for creating better buyer personas, choosing the right mode of communication, establishing the best touchpoints to sales need only to pay annually.

Salesforce plans & prices

For all businesses, it is essential to know their need for CRM software and tools for their business. Though Salesforce offers many platforms, products and others, it is crucial to choose the right one as per the budget for the exponential growth of companies.

Salesforce offers multiple services in the name of “clouds” from sales, service, marketing to commerce with varying prices for all businesses to benefit. All the scalable pricing works on a per-user per-month basis. The following are the multiple services and their prices.

Salesforce Sales Cloud prices

The sales Cloud platform is, without a doubt, the most popular platform of Salesforce as it fulfils its claim of “sell smart, faster and from anywhere”. It is by automating the workflows to enable connecting sales team all the time from any device.

Salesforce Sales cloud offers four tiers with each tier having more features and functionality as the prices go up that includes

  • Essentials is the basic tier with the pricing of 25 USD to be the all-in-one sales app for accounts, lead, contact management along with email integration with Gmail or Outlook
  • Professional is the next tier with the pricing of 75 USD with additional features of collaborative forecasting, lead registration and rules-based scoring
  • Enterprise is the third tier with the pricing of 150 USD with workflow and approval automation
  • Unlimited is the last tier with the pricing of 300 USD to provide 24 x 7and configuration services

Salesforce Service Cloud prices

Salesforce Service Cloud enables companies to deliver smart, fast and personalized service to customers. By providing a 360-degree view of the customer requirements, it revolutionized customer support to develop businesses.

Salesforce Service Cloud offers a free trial for the customers to use preloaded or uploaded data, reports, dashboards, pre-configured processes and online training resources with guided experiences. Here also there are only four tiers for pricing and better features that include :

  • Essentials is the basic tier with the pricing of 25 USD with features like case management, telephony integration, knowledge and service console apps to provide out of the box customer support up to five users
  • Professional pricing is at 75 USD with additional service contracts and entitlements to provide complete CRM for empowering the customer service teams of any size to get real-time business insights with customizable reports and dashboards.
  • Enterprise costs 150 USD to have web service API to offer customizable CRM for teams of any size to unlock the full potential of customer service
  • Unlimited is the highest tier with the pricing of 300 USD for having round-the-clock support and configuration services to customize and scale for improving productivity along with access to several sandboxes that enables testing, building custom objects, and to tap into an unlimited number of apps and tabs

Salesforce Marketing Cloud prices

Salesforce Marketing Cloud with a unique design with curated multiple marketing tools for crafting automation strategies, provides end-to-end personalized customer experience. It guides customers with a one-to-one journey across various channels and devices.

The Marketing cloud pricing is the most expensive of all the other cloud services of Salesforce. But it is worth every penny as it helps digital marketers to boost sales with many products and platforms. It is the best marketing cloud platforms like IBM, Adobe, and others and comes in four tiers of pricing that include.

  • The basic plan pricing is 400 USD to offer personalized promotional marketing with content creation and integration with Sales Cloud to boost sales
  • The Pro Plan pricing is 1,250 USD to offer personalized marketing automation with email solutions
  • The Corporate plan pricing is 3,750 USD to offer personalized cross-channel strategic marketing solutions with Journey Builder, Mobile messaging powered by Einstein.
  • Enterprise is the advanced tier with the pricing based on contact and message volume to provide sophisticated journeys across geographies, brands and channels and manage multiple businesses

Salesforce Pardot prices

Pardot is ruling digitalized business as the premium sales automation tool from Salesforce with AI. Over 85,000 companies use it as it can connect with thousands of apps to maximize the efficiency of marketing strategies.

  • The basic Growth Pardot plan pricing is 1,250 USD to fuel growth with marketing automation by lead generation, Email marketing, personalization, qualification, and management to boost sales
  • The Pardot Plus pricing is 2,500 USD for in-depth dive with advanced marketing automation, analytics, personalization, qualification and reporting
  • The Pardot Advanced pricing is 4,000 USD to provide power innovation with advanced marketing automation, analytics, developer sandboxes, business units, AI for marketing and sales
  • The Pardot Premium pricing is 15,000 USD to connect up to 75,000 contacts to have enterprise-ready features with predictive analytics and personalized product support

There are many other Salesforce platforms and products to increase sales by effective customer engagement to develop businesses to new levels.
Call our executive now to find which Salesform plan suits you best to have all the best benefits of the world’s #1 CRM to grow your business to unprecedented levels.

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.

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Salesforce Lightning Migration – Tips & Tricks

If you are still undecided on migrating to Salesforce Lightning, you are in the right place. For the past over two decades, Salesforce has revolutionized the customer service to be the world’s #1 CRM. From 2014 with the next-gen open-source platform, Lightning, Salesforce confirms its dominance.

Salesforce Lightning migration, though not rocket science, needs particular expertise. Since it broadens developers’ opportunities, a lot of companies want to migrate to Lightning from Classic. But as many think it is not a mystery to migrate but only has a few challenges as in all revolutions that include.

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Challenges of migrating from Salesforce Classic version to Lightning

Apart from increasing productivity and profitability, migrating to Lightning from Classic has many benefits. As per the 2017 Adoption Survey, Lightning users confirmed a 41% increase in productivity & conversion rates, 40% increase in collaboration & 21% in win rate along with 23% fast time to close. Hence to know the challenges for migration is vital that include:

  • The enormous challenge is to train the users for the Lightning UI from the Classic UI, which may take some time as they will be skeptical about the learning curve and the changes.
  • Since it takes a long time to showcase the changes of migrating to Lightning with its hundreds of features, it isn’t easy to show immediate results.
  • With Salesforce continuing to amaze with innovation, there were 700 features during launch, and many adding for the Lightning version to make it difficult for users to use them properly.
  • Many have the confusion about Classic’s customizations that need migration to Lightning and the out-of-the-box features.
  • Without a thorough analysis, migrating may have performance issues as the users cannot adhere to API usage limits.
  • With over 850 features, the users will find to use the right feature as per their company need, and overloading the features may reduce the efficiency to have a significant impact on UX.

Are you migrating to Lightning ? Learn how we have successfully migrated our customers into lighting at the lowest of the cost with no loss of functionality. Click here to have a consultant contact you.

The tips & trick for Salesforce Lightning migration

Having listed out the challenges of Salesforce Lightning migration, it is time to know the tips and tricks to overcome them, to make them as opportunities to increase productivity and fast time to market. Some tips and tricks include.

  • Have a coherent plan before migration to identify essential resources, communicate with all to decide on right users for the new Lightning UI and prepare them well for using it
  • Start with a pilot project to test waters for correcting them and roll out the lightning experience in phases for all to be comfortable with the learning curve and get refined on the go.
  • Do not recreate Classic customizations or import data. as the migration to Lightning UI will upgrade the entire experience to give excellent ROIs.
  • Conduct a gap analysis to compare all the features of the classic version that satisfied the organizational needs with that of the features offered by Lightning to use only the right features
  • Conduct a thorough Salesforce Org health assessment for investigating and analyzing all the issues to identify unused components and bottlenecks to rectify for better performance
  • Adapt a grounds-up-approach with Persona and Design-Thinking-led method to identify the migration affects to help articulate the business goals by setting up required resources to manage the transition

The above tips and tricks will surely clear all your lightning migration doubts to have the best lightning experience overcoming the challenges to make them as opportunities.

Call us now for more details for the successful Lightning journey to add more features and use them properly to get all the benefits to improve productivity to bring the products fast to the market.

Are you migrating to Lightning ? Learn how we have successfully migrated our customers into lighting at the lowest of the cost with no loss of functionality. Click here to have a consultant contact you.

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Top 10 Advantages of Salesforce Pardot

If you are searching for a premium marketing automation tool for your B2B business, you are in the right place. Salesforce Pardot is a marketing automation software suite by Salesforce, the world’s leading CRM, confirmed by Forbes. Pardot is in the fifth position in terms of market share as over 85,000 websites use it and rapidly increase every day.

Salesforce Pardot offers a 360-degree view of all the prospects for your B2B organization. It may be of any size in many sectors to create more leads, increase sales, and close deals. The B2B automation nearly doubled from its base of 3.3 billion USD in 2019 to 6.4 billion by 2024. Hence it is best to know the many advantages of Pardot to choose the right one among the many automation tools available in the market.

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Importance of Salesforce Pardot

Before going into the advantages of Salesforce Pardot software, it is better to know its importance. Ranked in the top ten of the G2 Crowd’s Grid for Marketing Automation it is also the 10th most popular software used by the top sites in the marketing automation. The highest traffic websites like eBay, The Guardian.com, Zoom.us, Business Insider use Salesforce Pardot. It is also in the third position in the Forbes Communications Council for the best researching tools for maximizing marketing strategies’ efficiency.

Top ten advantages of Salesforce Pardot

  1. Measure ROI to optimize marketing efforts
  2. Calculate the real ROI or return of investment of all the marketing efforts with customizable and intelligent reporting. It helps gain insights into which marketing campaign brings in new business to optimize and do it more.
  3. Optimize email marketing
  4. Connect with customers at scale in a personalized way using the intuitive email editor. Create segmented lists customized to the precise specifications using personalization strings, automation rules, dynamic content, and customer profiling. Also, find which content resonates with the customers to optimize it with email SPAM analysis and A/B testing.
  5. View success in context to drive revenue
  6. Custom Wave and visual reporting for B2B marketing dashboards enable to view success in context for instant adjustments for driving more revenue. Also, it empowers the user to gain new insights into performing campaigns to maximize marketing efforts.
  7. Salesforce integration benefits
  8. With the best Salesforce-Pardot integration among the other marketing automation platforms, there are many benefits. Sales representatives can view Pardot data within Salesforce and also send Pardot email through Salesforce. Also, when a lead score reaches a specific level, it triggers a task in Salesforce. It is why experts confirm that the actual power of Pardot lies in its integration with Salesforce.
  9. Progressive prospect tracking
  10. Pardot does in-depth, progressive prospect tracking of website readers with IP look-up software and tracking social media, Google AdWords, and webinars.
  11. Helps to understand sales funnel
  12. The Lifecycle and engagement reports offer a high-level view of the sales cycle to show where the prospects are getting stuck in the sales funnel.
  13. Enables lead nurturing
  14. With templates for emails, forms, and landing pages, it is easy to customize content by taking a list of prospects to run a lead nurturing program.
  15. Differentiates lead grading & scoring
  16. Pardot distinguishes between lead grading or who is of interest to the company and lead scoring or interested in the products to provide sales efficiency.
  17. Sales & marketing integration advantages
  18. The many features of Pardot align with the sales and marketing efforts of all businesses to build a super-strong sales funnel to reap the benefits of sales and market integration.
  19. Automation speeds up the sales cycle
  20. Automation of Pardot permits users to perform specific marketing and sales actions with no manual drag out efforts to speed up the sales cycle.
    The above ten advantages may extend further with Salesforce Pardot getting better with time. To know more, call our executive right away to select the right automation tool that could maximize your marketing strategies’ efficiency.

Roll out Pardot in your organisation in as little as 4 weeks, Our experts can mentor your team, give you a head start on your campaigns and ensure your marketing teams are able to generate more prospects. Contact us to know how we helped our customers be self reliant and succeed..

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Salesforce Platform

What are the best benefits of Salesforce Platform to build beautiful apps?

Gartner predicted public cloud services to increase by 17 % in 2020 to 266.4 from 227.8 billion USD in 2019. The major contributors to it are SaaS with 116 and PaaS with 39.7 billion USD. For the past two decades, Salesforce is the leading SaaS provider and is fast becoming a PaaS leader. Its Lightning platform enables businesses to develop apps without developers’ help and limited only to imagination, along with many other benefits.

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What is Salesforce Platform?

Salesforce Platform is a powerful tool on the browser to connect business users and IT to build apps for automating their business processes. It enables all businesses to build apps fast than ever before using App Builder and Lightning Components. With its full suite of tools that include Workflows, process builder, validation rules, etc., business users need developers only for additional functionalities to provide advanced features using Lightning Communities, Visualforce, and Apex.

What are the benefits of Salesforce Platform?

There are many benefits of Salesforce Platform as a Service to extend the reach and functionality of CRM. It provides sales and service personnel in any organization to have a 360-degree customer view. Apart from not needing to be a developer to build apps using Lightning Platform, many other benefits include.

  • Enables seamless integration between sales and service with no complicated or costly deployments
  • Enables anyone with coding knowledge to develop a fully customized application in any language
  • Being central to many functions of an organization, it enables the building of extensions and integrations
  • Enables creating apps of many businesses for deployment on many devices from mobile, tablet to web
  • Developers joining the Lightning platform are fast making better apps to increase their skills and earning a good living
  • Enables connecting of any app to all the Salesforce data to provide a single point of view for all customer interaction
  • Enables sharing of the work with real-time collaboration for which the admins and business uses like to use it more
  • Empowers the sales team with customer insights, including the unhappiness of a product to offer discounts and others to retain them
  • Makes service team smarter by knowing the complete history of the customer to provide personalized and productive service

Why businesses need an excellent external Salesforce Platform service provider?

Many businesses need excellent external service providers to utilize all the above benefits and more of Salesforce Platform benefits. It is clear from the Gartner report expecting 60% of organizations to use external service providers for Salesforce solutions in 2022, which is double the percentage in 2018. The primary reason for it is the excellent cloud service providers are not only system implementers but also strategic solution providers for the diverse cloud ecosystem.

Want to use the best benefits of Salesforce Platform to take your business to new horizons. Speak to a consultant now.

Did you know that salesforce can be implemented in as little as 3 weeks and small businesses are making the most out of this platform. Click here to learn how we helped tiny organizations reap the benefits of this enterprise platform.

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Salesforce PDO (Product Development Outsourcers)

About Salesforce PDO's

If you are searching for a Salesforce PDO, you are in the right place. Salesforce continues to be the number one CRM solutions provider for years. As of 2018. it has a market share of 19.7% outsmarting’s its closest competitors like SAP 12.1 %, Oracle 9.1 %, and Microsoft 6.2 %. And its ecosystem now in 2020 is worth approximately 73 billion USD with 83 % of the Fortune 500 companies using Salesforce as part of its 150,000 potential companies The main reason for it is the increasing number of products and companies enabling there services through the salesforce marketplace. This is made possible by expert Salesforce consultants called the PDOs or Product Development Outsourcers

SFP-Development

Salesforce PDOs have 100 % focus on the technical side of Salesforce functionalities. They well understand the business models for ISV or independent software vendors. They are also unique because they have relationships with niche group of specialized experts in the ISV landscape. This is in contrast to the more than 14,000 AEs in the other salesforce commercial teams.

But with many PDOs available, it is pertinent to choose the right company with the right experience in developing products using Salesforce. Also, the PDOs need to have deep integration experience, clear understanding of the salesforce business model and high approval and customer satisfaction ratings.

What do they do?

Salesforce PDOs encompasses a wide range of consulting partners, expert vendors, and others to build customized commercial apps. Even with a strong team of Salesforce experts, companies outsource this kind of complex app development to PDOs as they are well equipped and experienced on the technical side of Salesforce for providing its best solutions. Additionally, they provide incredible services like training the in house teams, supporting them, and marketing the app to sell it fast. It helps more than 200,000 companies using Salesforce to architect commercial apps, solve specific issues in building the app like third-party integrations, and augment the development team.

Salesforce PDOs are specialist partners in most of the Salesforce aspects, from development to deployment and implementation to marketing a wide range of products. Unlike the system integrators who specialize only in developing single apps for multiple users in a single environment, the PDOs develop apps for easy deployment in hundreds or thousands of different environments with different technologies. They also determine the project’s successes by integrating the apps developed on the Salesforce platform with others developed without salesforce. The PDOs also serve as an extension for the Salesforce partners lacking enough development capabilities.

Contact us today to extend your products to be rolled out within the salesforce ecosystem. Open up your products to the millions of users using Salesforce as a platform.

How do they do?

Salesforce recognizes PDOs as strategic development partners by their proven track records to help SaaS organizations develop and deploy their apps on AppExchange. PDOs being seasoned experts in the Salesforce ecosystem, understand the ALM or Application Lifecycle Management Processes, and have mastery of the security review. They build apps that serve various lines of business that is easily installable in thousands of organizations. The following are ways on how they do it.

  • Mandatorily passes the security review and responsible for solving the failing issues, continuing to resubmit it for review again until passing

  • Helps solve specific challenges identified by the client that their customers face using the product with the best Salesforce solutions

  • Helps in all the product development processes from ideation, discovery, development, UAT, security review, deployment, delivery, and support

  • Plays many roles from being the product owner to solution & technical architects, engineers to build the app, UX, packaging specialists, and sales and marketing consultants to bring the product fast to the market

  • For the ideation and discovery, PDOs conduct competitive analysis, user interviews, technology risks, project risk assessment, paths to mitigate, prototyping, proof of contacts, and go to market strategy

  • Complete the submission process with the knowledge of when and what to submit for passing the security review

What are the benefits?

If you want your app to be exceptional, it could only be with the extraordinary technical assistance of expert Salesforce PDOs. If you want to build commercial complex apps to develop businesses with better CRM solutions, only the Salesforce PDOs come in handy. It is because of their many benefits that include

  • Provides all the technical aspects required for any Salesforce project from the discovery of a great idea to deploy the app on AppExchange or deliver it for implementation projects

  • Work in tandem with the business team to avoid any issues related to the requirements of the technical projects

  • Enables the teams to focus on the product challenges and principal business by taking care of the custom development, app deployments, and integrations

  • Handle all concerned with Salesforce security review process if there is an independent software vendor case

  • Offshore PDOs decrease the costs and increase the project’s profitability

  • Help to transfer all the technical documentation to enable clients to use it with other partners for future needs

  • Supports updating of codebase and improvements or different integrations

  • Help for conducting pre-sales process to become successful and also precisely evaluate the project budget and timelines

How will you benefit?

If you are having a great idea and searching for a Salesforce PDO, then your search ends here. It is because of the following ways that an expert Salesforce PDO will help you to transform your ideas into reality.

  • Decreases the time for deployment to increase the time to reach the market

  • Efficient enough for sticking to SLA or service level agreement with full focus to finish the product in time

  • Gives assurance never to compromise your proprietary information and developmental strategies

  • With enough experience, help you all the time to get through the Salesforce reviews that are rigorous and complex

  • Offer expert guidance to you throughout the product development journey to take it to the next levels within the time

  • Free your organization teams to focus on their technology and sort out issues before releasing the product to the public

  • Help you in preparing technical documentation, integrations even with apps developed by non-salesforce platforms, conducting pre-sales campaigns, coordinate with marketing teams, and analyze data for leveraging it for the product to attain its full potential

  • Promotes your product with in-depth knowledge of quality business models that App-Exchange startups use

  • Help your organization to scale up with an increasing number of customers coming on board along with the rise of the product users

How can we help you?

We have demonstrated experience in building commercially viable apps within the salesforce ecosystem. The following are the ways that we can help you to develop products and bring it to market quickly.

  • We help you to correctly evaluate budgets and timelines for the product development to its scaling up with increase users

  • We assist by understanding your product, target market and GTM approach.

  • We help you by preparing technical documentation, end user documentation and others

  • We help you to transfer all technical documentation for enabling your clients to use them for further needs with other partners

  • We coordinate with your team to free them to focus on technology and to avoid any issues during the process of bringing the product to the market

  • We help in working as a support team to assist in better user adoption which leads to rapid customer acquisition

  • We help build apps that is deployable in hundreds or even thousands of different environments, each having different technologies

  • We help in decreasing the costs and increasing the profits of the product development process

  • We help in augmenting all areas of app development, like infrastructure, product design and development, product support and product growth.

Want to promote your product within salesforce ecosystem – Please click here to speak to a consultant today.

Contact us today to extend your products to be rolled out within the salesforce ecosystem. Open up your products to the millions of users using Salesforce as a platform.

Continuous Improvement

Continuous Enhancement Salesforce

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.

Continuous Improvement

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. <style=”color: #000000; font-family: -apple-system, BlinkMacSystemFont, ‘Segoe UI’, Roboto, ‘Helvetica Neue’, Arial, sans-serif, ‘Apple Color Emoji’, ‘Segoe UI Emoji’, ‘Segoe UI Symbol’, ‘Noto Color Emoji’; font-size: 16px; font-style: normal; font-weight: 400; letter-spacing: 0.5px;”>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.

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Salesforce Asynchronous Apex using Batch Apex

Batch Apex is used to run large jobs (think thousands or millions of records!) that would exceed normal processing limits. Using Batch Apex, you can process records asynchronously in batches (hence the name, “Batch Apex”) to stay within platform limits. If you have a lot of records to process, for example, data cleansing or archiving, Batch Apex is probably your best solution.

SF_apex

Here’s how Batch Apex works under the hood. Let’s say you want to process 1 million records using Batch Apex. The execution logic of the batch class is called once for each batch of records you are processing.

Each time you invoke a batch class, the job is placed on the Apex job queue and is executed as a discrete transaction.

This functionality has two awesome advantages:

  • Every transaction starts with a new set of governor limits, making it easier to ensure that your code stays within the governor execution limits.
  • If one batch fails to process successfully, all other successful batch transactions aren’t rolled back.

Syntax for Batch apex:

global class MyBatchClass implements Database.Batchable {

    global (Database.QueryLocator | Iterable) start(Database.BatchableContext bc) {

        // collect the batches of records or objects to be passed to execute

    }

    global void execute(Database.BatchableContext bc, List records) {

        // process each batch of records

   }

   global void finish(Database.BatchableContext bc){

// execute any post-processing operations

    }

}

Syntax for Invoke a Batch apex class:

MyBatchClass myBatchObject = new MyBatchClass();

Id batchId = Database.executeBatch(myBatchObject);

Sample Batch apex code:

global class UpdateContactAddresses implements

    Database.Batchable, Database.Stateful {

  // instance member to retain state across transactions

    global Integer recordsProcessed = 0;

    global Database.QueryLocator start(Database.BatchableContext bc) {

      return Database.getQueryLocator(

            ‘SELECT ID, BillingStreet, BillingCity, BillingState, ‘ +

            ‘BillingPostalCode, (SELECT ID, MailingStreet, MailingCity, ‘ +

           ‘MailingState, MailingPostalCode FROM Contacts) FROM Account ‘ +

            ‘Where BillingCountry = \’USA\”

       );

    }

   global void execute(Database.BatchableContext bc, List scope){

       // process each batch of records

List contacts = new List();

  for (Account account : scope) {

           for (Contact contact : account.contacts) {

                contact.MailingStreet = account.BillingStreet;

              contact.MailingCity = account.BillingCity;

               contact.MailingState = account.BillingState;

                contact.MailingPostalCode = account.BillingPostalCode;

                // add contact to list to be updated

                contacts.add(contact);

                // increment the instance member counter

                recordsProcessed = recordsProcessed + 1;

            }

        }

        update contacts;

    }

    global void finish(Database.BatchableContext bc){

        System.debug(recordsProcessed + ‘ records processed. Shazam!’);

        AsyncApexJob job = [SELECT Id, Status, NumberOfErrors,

            JobItemsProcessed,

           TotalJobItems, CreatedBy.Email

            FROM AsyncApexJob

           WHERE Id = :bc.getJobId()];

        // call some utility to send email

      EmailUtils.sendMessage(job, recordsProcessed);

    }

}

Things to remember:

Up to 5 batch jobs can be queued or active concurrently.

The maximum number of batch Apex method executions per 24-hour period is 250,000, or the number of user licenses in your org multiplied by 200—whichever is greater.

A maximum of 50 million records can be returned in the QueryLocator object. If more than 50 million records are returned, the batch job is immediately terminated and marked as Failed.

If the startmethod of the batch class returns a QueryLocator, the optional scope parameter of executeBatch can have a maximum value of 2,000.

If the start method of the batch class returns an iterable, the scope parameter value has no upper limit.

The start, execute, and finish methods can implement up to 100 callouts each. Implement AllowsCallouts for enabling callouts from the Batch apex.

Methods declared as future can’t be called from a batch Apex class.

All methods in the class must be defined as global or public.

Click here to know more about how our customers use salesforce effectively. Learn more about how our managed services is assisting customers get the best value out of salesforce.

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Post Salesforce Implementation

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.

Post Salesforce

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!

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.

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