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09Nov

Project Management With Asana and Salesforce

Introducing the Revolutionary Asana Salesforce Integration Elevate Your Business with An Enhanced Workflow Efficiency Welcome to the world of a revolutionary blend of CRM and project management—the Asana Salesforce Integration. Opting for this intelligent integration sets your business on the path to unprecedented workflow efficiency. Ever wondered how to further streamline your workflows, intensify team synchronization, and deliver exceptional customer service? The answer lies in integrating your Asana project management tool with Salesforce’s CRM capabilities. Unleashing New Avenues for Business Operations The seamless integration of Asana and Salesforce brings the best of both worlds onto a single platform. Direct communication with your team becomes effortless, and vital business information is transmitted with precision and speed. This means deals progress faster, teams stay informed, and crucial workflows run without a hitch. Making significant business decisions requires hard data, and this powerful integration provides exactly that. Connecting Salesforce with Asana Goals delivers valuable insights that can propel your business forward. Key Takeaways Understanding the Asana Salesforce Integration In today’s fast-paced digital world, CRM software and project management tools evolve rapidly to enhance business efficiency and foster stronger customer connections. Navigating this evolution requires a deep understanding of these tools and their potential synergy. This piece focuses on Salesforce, a formidable player in cloud-based CRM software, and how its integration with Asana, a popular project management tool, can revolutionize your business operations and customer relationship management. What Is Salesforce? Salesforce is a pioneering force in CRM software, providing an exceptional cloud-based platform aimed at enhancing customer interaction and service quality. It serves as a comprehensive tool for managing customer data, tracking sales, and delivering targeted marketing campaigns. Salesforce focuses on forging deeper customer connections, finding prospects, and improving overall customer service. Why Integrate Your CRM with Asana? Integrating CRM software with a platform like Asana enhances its project management potential. Asana, designed to aid in planning, organizing, and executing projects, seamlessly links with Salesforce. This integration eliminates bottlenecks, streamlines internal processes, and improves communication between teams, allowing for easier data and idea exchanges that lead to effective, fast decision-making. The Unification of Sales and Project Management Business success hinges on acquiring and retaining customers. The integration of Salesforce’s CRM capabilities with Asana’s project management utilities results in a unified, powerful tool that optimizes workflows—from tracking sales progress to managing projects. The clear mapping of deal progress linked to strategic business goals creates a data-driven path forward. The Benefits of Combining Asana with Salesforce Integrating Asana and Salesforce unlocks new levels of efficiency and organization within your business. Individually renowned for their capabilities in project management and CRM, the combined strengths of these platforms significantly enhance productivity and streamline operations. Streamlining Your Sales Pipeline Integrating Asana and Salesforce enhances team efficiency and redefines sales pipeline management. This integration leads to improved deal cycles, automated workflows, and informed business decision-making. How to Set Up the Asana Salesforce Integration Setting up the Asana Salesforce integration is straightforward with the right guidance. Navigate to the Salesforce AppExchange, search for Asana for Salesforce, and click ‘Get It Now’. Customize the integration to best serve your organization’s needs, optimizing it for Salesforce’s Lightning Component or Salesforce Classic. Optimizing CRM Operations with Asana Projects Integrating Asana’s project management capabilities with Salesforce provides a new vista for CRM optimization. This coupling enables centralized access to contacts, opportunities, and deal information within Asana, enhancing visibility and operational efficiency. Fostering Team Collaboration Integrating Asana and Salesforce bridges the gap between task management and customer management systems, enhancing teamwork, communication, and project alignment. This synergy results in improved operational excellence and productivity. Enhancing the Customer Experience The Asana Salesforce combo delivers a phenomenal customer experience by improving customer handoff efficiency and enabling smooth transitions with customizable templates and automated workflows. This integration strengthens customer relationships through personalized interactions and efficient service. Automating Tasks for Streamlined Workflows The Asana Salesforce integration simplifies project handoffs and leverages Salesforce’s Process Builder to customize and automate workflows, enhancing cooperation between sales and service teams and maintaining real-time data alignment between platforms. Advanced Integration Options For businesses with complex integration needs, General Automation Platforms (GAP) offer a solution. These low-code platforms facilitate the creation of robust, tailored integrations, automating multistep processes and ensuring smooth data flow. Learning Resources Expand your understanding of the Asana Salesforce integration through resources like the Asana Help Center, Asana Academy’s demo videos, and personalized support from Asana’s dedicated team. The convergence of project management and CRM systems through integrations like Asana and Salesforce is reshaping business operations. This powerful combination enhances client experiences, refines operations, and drives substantial growth, offering a glimpse into the future of business productivity and success. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

November 9, 2021in Salesforce

By integrating accounting software with Salesforce, companies can centralize data, automate workflows, and gain actionable insights.

05Oct

Integrate Accounting with Salesforce

Salesforce Accounting Integration: Streamline Your Business Operations Integrating Salesforce with accounting software creates a unified, comprehensive solution that improves efficiency, ensures data accuracy, and supports compliance with accounting standards. Here are some popular ways to integrate accounting with Salesforce: 1. Accounting SeedAccounting Seed is a native Salesforce accounting software that seamlessly connects with Salesforce applications such as Sales Cloud, Revenue Cloud, and Service Cloud. By keeping all data in one platform, Accounting Seed enhances automation and streamlines processes like invoicing, financial reporting, and revenue recognition. 2. QuickBooksIntegrating QuickBooks with Salesforce enables real-time data sharing between sales and accounting teams. This By integrating accounting software with Salesforce, companies can centralize data, automate workflows, and gain actionable insights. provides insights into business performance while syncing critical data such as customer information, sales orders, expenses, and invoices. It bridges the gap between CRM and accounting, helping businesses improve operations and decision-making. 3. Sage IntacctSage Intacct offers advanced accounting capabilities that can integrate with Salesforce for a comprehensive financial solution. This integration allows businesses to automate financial processes, improve accuracy, and gain better control over general ledger operations. Salesforce’s Built-In Accounting FeaturesSalesforce also offers basic accounting functions, such as managing general ledger entries and tracking revenue streams. These capabilities, combined with integrations, help businesses enhance efficiency, reduce manual errors, and stay compliant with industry standards. Why Integrate Accounting with Salesforce?By integrating accounting software with Salesforce, companies can centralize data, automate workflows, and gain actionable insights. This seamless connection between CRM and financial systems ensures better collaboration, accuracy, and scalability for growing businesses. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

October 5, 2021in Data

16Apr

Business Card Scanner App for Salesforce

Can I Scan a Business Card into Salesforce? Yes, you can scan a business card into Salesforce if your scanning system can create a CSV file or import data into Excel, which can then be saved as a .csv file. This resulting file can be uploaded to Salesforce. And there are several Business Card Scanner App for Salesforce solutions. Business Card Scanner App for Salesforce Does Salesforce Have a Business Card Scanner? Yes, Salesforce can utilize CamCard for Salesforce, a top OCR software that allows you to batch scan and digitize multiple business cards with unrivaled accuracy. Does CamCard Sync with Salesforce? Yes, CamCard perfectly integrates with customized Salesforce fields, making lead and contact management easier and more efficient on mobile. With a standard subscription, you can save unlimited cards to your Salesforce account. Is the CamCard App Free? CamCard offers many features, such as dating when you received a card, grouping cards received at one location, writing notes on each card, and searching by keywords, locations, or dates. The app is free, which is an added benefit. Is Scan to Salesforce Free? Yes, Scan to Salesforce allows you to instantly and accurately scan business cards and upload data to Salesforce for free. You can keep contacts in the iOS/Android app or sync them to your phone. How Do I Install Scan to Salesforce? Other Business Card Scanning Solutions: Using Outlook for Business Card Scanning: If you prefer more tools, consider those that import to Outlook and then use Salesforce’s Outlook integration tool to sync with Salesforce. This adds an extra step but offers more flexibility in choosing business card scanning software. Direct Integration with Salesforce: These options provide a variety of ways to seamlessly integrate business card data into Salesforce, ensuring efficient and accurate data management. Content updated March 2023. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

06Aug

What is Kiosk Mode in Salesforce Marketing Cloud Account Engagement?

Kiosk mode is a Salesforce Marketing Cloud Account Engagement form setting that stops a tracking cookie being placed on your browser when you submit a form. With Kiosk Mode enabled, no one gets cookied. A prospect’s form submissions are related to a prospect record via a unique browser cookie. However, sometimes you don’t want to cookie every visitor because it can cause one prospect’s information to be related to another prospect’s cookie. For example: you want to manually enter prospect data into a form from a signup sheet or have prospects fill out forms at a tradeshow booth. You can submit a form multiple times without causing visitor association changes by using Kiosk Mode, because it doesn’t cookie visitors. Enable Kiosk Mode on a per-form basis on the Advanced tab of the Look and Feel step. Locate KM You can find Kiosk Mode in MCAE by going to the “Look and Feel” section then selecting the “Advanced” settings. Just check the box to make sure it’s switched on. Utilize Salesforce Kiosk Mode Utilize kiosk mode when at live events and multiple people are completing your Marketing Cloud Account Engagement forms from the same device. Make sure all users who attend live events such as trade shows know how to enable this feature. Here is another example of Kiosk Mode. Imagine a convention hall where convention attendees scan their badge for entry. The convention organizers have set up an entry point with a row of tablets, and on each tablet screen is a check-in application, displaying both a scanner view and instructions prompting attendees to scan their badge. Attendees can easily hold their badge up to the scanner view, after which they receive a confirmation message (indicating that they may enter) or a warning message (indicating that there is an issue with their badge, and that they should head over to the information booth to get help). At the same conference, presenters at each booth in the convention hall need a way to collect leads and stay connected with conference attendees who express interest in their product or service. Each booth is outfitted with a tablet with a scanner view. Similar to what the attendees encountered when entering the conference. These scanners, however, scan an attendee’s badge for the purpose of collecting their information and sharing it with the booth presenter, so that after the conference the two parties can stay connected, finalize purchase discussions, and more. To implement these self-service scanning stations, conference organizers and booth presenters used BarcodeScanner in their applications. To seamlessly integrate their check-in and lead collection processes with Salesforce. Once scanned, the check-in application processes the barcode to find the associated registration record and verify that the person scanning the barcode is a registered conference attendee. The booth scanner scans barcodes, extracts embedded attendee data, and uses it to create leads in Salesforce. Whether you want to update an existing LWC component to use the self-service features of BarcodeScanner, or you’re creating a brand-new component, you only need to keep a few things in mind to get started. Content modified November 2022 to reflect Pardot’s name change. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

August 6, 2020in Data, Google, Salesforce, Salesforce Implementation Services, Salesforce Marketing Cloud Account Engagement (Pardot)

19Jun

Salesforce Sales Cloud Advantages

What are Salesforce Sales Cloud advantages? Salesforce Sales Cloud is a customer relationship management (CRM) platform designed to support sales, marketing and customer support in both business-to-business (B2B) and business-to-customer (B2C) contexts. Advantages of Salesforce Sales Cloud: Salesforce Sales Cloud Advantages: Salesforce Sales Cloud is a prominent tool from the world of CRM that helps companies of all sizes and from different industry verticals sell smarter and quicker. A business that is looking for the best implementation of the sales cloud can employ a Salesforce consulting company and leverage myriad advantages, such as centralized customer data, improved collaboration, logging interactions, and business process automation. Whether you are from the manufacturing industry or the financial services sector, having a sales cloud is imperative for your business growth. Why? Let’s discuss and help you understand the importance of having an experienced consulting partner when you launch Salesforce Sales Cloud. What is So Special About Salesforce Sales Cloud? Businesses need a solution that can help in handling leads, contacts, accounts, and opportunities in a seamless manner. It is here that the Sales Cloud comes into play with its advanced capabilities and the power of AI. Not only does this cloud tool centralized customer data, but also aids collaboration among different teams. According to a report by Ventino teams, Sales Cloud has claimed 38.2 percent of the market share and leads as the best cloud solution. There are multiple reasons for its huge popularity among businesses; some of them are as follows – If you are considering leveraging Salesforce Sales Cloud in your organization, contact Tectonic today. Tectonic is please to announce our Sales Cloud Implementation Solutions. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

June 19, 2020in Salesforce Sales Cloud

13Feb

Salesforce Marketing Cloud Email Studio Explained

While Journey Builder guides your customers’ journey, Salesforce Marketing Cloud Email Studio empowers you with the tools needed to craft the email content for your campaigns and journeys. Featuring robust functionalities, Email Studio facilitates the creation of polished emails, offering customizable elements, scripting languages, and personalized real-time content. With Salesforce Marketing Cloud Email Studio, you can effortlessly build and send personalized emails, ranging from basic newsletters to intricate campaigns. It allows you to deliver various types of messages, including promotional, transactional, and triggered messages, while also providing tracking and optimization tools to enhance performance. What does Email Studio offer? Email Studio enables you to automate transactional communication and send personalized messages to specific target groups. It also supports the delivery of timely triggered messages aligned with customer journey milestones across digital channels. Effortlessly manage content across distribution channels by tagging, searching, and sharing within Email Studio. Additionally, the platform simplifies the creation of a comprehensive customer view by integrating data from any source through powerful contact management. What sets Email Studio apart from Contact Builder? Email Studio introduces the capability of creating folders within your Synchronized Data Extension folder, a feature not available in Contact Builder. This distinction allows you to organize your Synched Data Extensions efficiently by moving them into subfolders. Distinguishing Email Studio from Content Builder: Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

February 13, 2020in Salesforce Marketing Cloud

14Oct

Salesforce Integrations

How do you make Salesforce even better? Integrate it with all the third party apps you already use. From productivity to marketing to collaboration and beyond, now you can connect your Salesforce to the other tools you need to run your business. MuleSoft is Salesforce’s integration and automation technology and offers connectivity solutions for all of your apps. Learn more about Salesforce integrations. Streamline your team’s workflow and increase productivity by syncing G Suite by Google Cloud with Salesforce. Increase team collaboration and efficiency with the Slack and Salesforce integration. Increase sales while generating accurate financial data by integrating Quickbooks and Salesforce. Make it easier to manage email lists and contact records by connecting directly MailChimp to Salesforce. Target and engage the right buyers and save valuable time with the LinkedIn and Salesforce integration. Connect DocuSign to Salesforce and send, sign and track agreements and approvals on any device. Integrate Jira and Salesforce and make it easier to monitor the progress of your projects. Use the HelloSign integration to simplify the process for preparing and tracking e-signature documents. Build customer apps lightning fast, with the Salesforce and CodeScience integration. Connect ActiveCampaign and Salesforce to accelerate business growth with automated one to one experiences that connect across all channels and through the entire customer lifecycle. Sync documents to keep files updated and organized, with the Dropbox and Salesforce integration. This is just the beginning of the ways that integrating Salesforce with your other systems can increase employee productivity, automate data transfer, reduce human error, and make everyone happier. If you have questions about integrating your systems with Salesforce, contact Tectonic today. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

October 14, 2019in Data, Google, Mulesoft, Salesforce, Salesforce Development Services, Salesforce Slack, Technology, Third Party Apps

18Jul

Generating Documents in Salesforce

Salesforce document generation poses a challenge for businesses, given the intricacies of integration involved. Fortunately, a variety of tools are available for generating documents in Salesforce, and Tectonic is well-equipped to assist in their successful implementation. Salesforce Industries Document Generation empowers businesses to craft and manage accurate documents linked to standard Salesforce objects, encompassing contracts, opportunities, orders, quotes, and custom objects. For a more dynamic approach, Salesforce OmniStudio Document Generation facilitates the creation of documents using Microsoft Word and Microsoft PowerPoint templates. These templates can incorporate values from any JSON-based data within the text, including data sourced from various Salesforce objects. This versatile tool enables the generation of contracts, proposals, quotes, reports, non-disclosure agreements, service agreements, and more. Salesforce Industries Document Generation seamlessly integrates with Vlocity Insurance, Vlocity Health, communications, media, energy, utilities, government, and beyond. Vlocity Analytics, another valuable component, offers pre-built measurement tools that seamlessly integrate with Salesforce Reports, Dashboards, and Einstein. The Salesforce AppExchange boasts an extensive array of over 200 document generation tools. Your Salesforce partner can assist in selecting, installing, and implementing the most suitable options based on your business requirements. With Document Generation, you can generate contracts, proposals, quotes, reports, non-disclosure agreements, job offers, service agreements, and so on. You can generate documents using the specified sample client-side or server-side OmniScripts. You can also create your own OmniScripts by cloning and customizing the sample OmniScript to generate documents. Client-Side document generation is a synchronous process that results in a downloadable preview of the generated documents. You can generate documents from Microsoft Word (.docx), Microsoft PowerPoint (.pptx), and Web templates. These templates can include values from any JSON-based data in the text, including data from any Salesforce object. You can optionally convert the resulting documents to .pdf format. Server-Side document generation is available in both the OmniStudio Foundation and Salesforce Industries packages. Server-Side document generation is an asynchronous process that’s best for large and rendering-heavy documents and for document generation in batches. The Server-Side document generation service is secure and scalable and is hosted on Salesforce Hyperforce. The generated document is stored in your Salesforce org, and is attached to the object for which it’s generated. You can use Apex Classes, sample Integration Procedures, or a sample OmniScript to generate documents. Client-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using client-side OmniScripts. Server-Side document generation supports Customer Community Plus, Customer Community, and Partner Community users to generate documents using the singleDocxServersideLwc server-side OmniScript. With the right licenses, Document Generation is available in the Salesforce Industries package. Metering measures resource utilization levels and throttling controls resource access and use based on defined rules. Metering measures the number of server-side documents that are generated by an org hourly and daily. The default hourly and daily limits for processing server-side document generation requests are 1,000 per org and 24,000 per org respectively. Throttling maintains consistency and resilience of the server-side document generation service by managing incoming server-side document generation requests from multiple orgs. Throttling can also prevent service degradation caused by high volume of requests at peak hours by blocking requests that exceed the default limits. The request details are saved in the Document Generation Processes entity. You can retrieve the blocked requests and later retry the server-side document generation. No matter what your specific document generation needs, Tectonic simplifies the process of getting your system up and running seamlessly, whether it’s through Salesforce Quickstarts or comprehensive implementation services. Content updated in 2022. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

July 18, 2019in Data, Hyperforce, Salesforce, Salesforce Sales Cloud, Salesforce Service Cloud

19Feb

Mapping Your Customer Journey

Creating a customer journey map is a crucial undertaking for businesses aiming to improve the customer experience and foster long-term growth. This gives a holistic view of the entire customer lifecycle, from initial awareness to post-purchase engagement. Your vision for your web site should align with your company’s goals. Now you are going to focus on a site experience that encourages visitors to interact with your content. Start by understanding your customers’ needs. Mapping your customer journey enables you to focus on touch points most relevant to conversions. A customer journey map is a visual representation of the customer’s experience with a company, from their first interaction to their ongoing relationship. It helps businesses understand how customers interact with their brand, and can help with predicting behavior, anticipating needs, and responding effectively. Here are some steps to consider for creating a customer journey map: The customer journey typically has five stages: awareness, consideration, decision, retention, and advocacy. Companies can use the 5 A’s framework to guide customers through each stage: awareness, attraction, action, affinity, and advocacy. Follow these seven steps to craft a comprehensive and impactful customer journey map: Step 1: Establish Personas The foundation of creating a customer journey map lies in establishing personas. These are fictional representations of your ideal customers, grounded in demographic, psychographic, and behavioral information. Developing personas provides a deeper understanding of your target audience, enabling tailored marketing and sales strategies to meet their unique needs. Each persona may represent a unique prospect, a unique need, a unique channel, or all of the above. Step 2: Determine the Journey Next, identify the journey your personas undertake when interacting with your brand. This encompasses every touchpoint, from initial discovery to post-purchase engagement. Recognize that the journey may differ for various personas, necessitating the creation of separate maps for each. Each journey, likewise, can have multiple paths. Step 3: Outline the Stages The stages section of your journey map delineates the customer’s relationship with your company, spanning from initiation to conclusion. Standard customer lifecycle stages may include Discover, Explore, Buy, Use, Ask, and Engage. However, tailor the stages to be more specific to your business and persona. Step 4: Set Persona Goals Understand the goals your persona aims to achieve throughout their journey. Begin with a high-level goal for your journey map and break it down into stages. Uncover persona goals through brainstorming, surveys, customer interviews, and analysis of support feedback. Validate your findings through additional research. Step 5: Map Out Touchpoints Identify the various touch points at each stage of your map, plotting them logically in a sequence. Step 6: Consider Other Key Elements Take into account additional elements like customer feedback, friction points, pain points, and challenges that emerge during the journey. Step 7: Identify Areas for Improvement Pinpoint areas in the customer journey that may not be functioning optimally and brainstorm solutions to enhance the overall experience. Dedicate a section of your map to address these improvement opportunities. A customer journey map offers a concise representation of opportunities for automation and improvement in your company’s interactions with customers. Content updated December 2024. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

February 19, 2019in Data, Marketing Automation, Salesforce, Salesforce Commerce Cloud, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Personalization, Salesforce Sales Cloud, Salesforce Service Cloud

11Feb

Salesforce Service Cloud Question-to-Case Explained

The Salesforce Service Cloud Question-to-Case feature streamlines the process for moderators to create cases from questions in Chatter, facilitating the efficient tracking and resolution of customer issues. Accessible across multiple platforms, including your Salesforce org, Salesforce mobile web, Aura, and Salesforce Tabs + Visualforce sites with Chatter Questions enabled, this feature ensures a seamless experience. When a customer uses the Question action in Chatter to ask a question, similar questions and Knowledge articles appear below the Chatter publisher. If the similar questions and articles don’t address the issue, the customer posts the question. The customer who asked the questions receives an email notifying them that a case was created from their question. The email provides the case number and a link to the case. Agents can respond to the question directly from the case feed using the action in the publisher. When agents find a solution, they can respond to questions directly from the console, and the customer sees the agent’s response on the question or in the My Cases view. Agents choose whether the reply is visible to the Experience Cloud site, or only to the customer who asked the question. The Salesforce Case object forms the base of the Case Management capability of Service Cloud which helps improve the overall user experience for both customers and staff. The Salesforce Question-to-Case Connector further enhances efficiency by synchronizing questions generated in Jive with cases in the Salesforce org. This integration promotes a unified approach to managing customer inquiries. As a valuable tool in Salesforce, Question-to-Case facilitates the escalation of questions to cases, enabling agents to promptly address open issues. Community users, granted moderator permissions, also possess the ability to escalate questions to cases. Salesforce Case Management allows us to record, track and solve customer issues by sales, service and support. It includes the ability to create cases either from an email (email to case), from a web form (web to case), or manually. Cases are the backbone of Service Cloud. Cases help you track and resolve customer issues, showing you a complete view of the customer. To harness the benefits of Question-to-Case, ensure its activation in your Experience Cloud sites, Salesforce org, or both. In the broader context of case creation in Salesforce Service Cloud, cases can be initiated through various channels, such as online case logging, Case Support (CTI), and Email Support. Once a case is generated, the subsequent step involves assigning it to a sales agent or queue for efficient resolution. How do I create a case hierarchy in Salesforce? To create a case that is automatically associated with a case whose detail page you’re viewing, click the New button on the Related Cases related list. From the New dropdown button, Classic users can choose to create either a blank case or a case with information from the parent case. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

February 11, 2019in Data, Salesforce, Salesforce Implementation Services, Salesforce Sales Cloud, Salesforce Service Cloud

01Oct

CPQ for Salesforce

Formerly known as Salesforce CPQ, Revenue Cloud empowers your sales team to generate precise quotes for customers. Automate the entire Quote-to-Cash process across all business models and expedite your growth, fostering a seamless buying and selling experience with minimal hassle. CPQ for salesforce is an essential sales tool. Salesforce CPQ, or Configure, Price, Quote Software, is a sales tool that enables companies to provide accurate pricing for any product configuration scenario. CPQ applications consider optional features, customizations, quantities, and discounts, allowing sales representatives to quickly and accurately quote prices. Accessible on any device through its cloud-based platform, Salesforce Revenue cloud offers user-friendly software for sales teams, establishing a direct link with your CRM within the Sales Cloud platform. In the Salesforce context, CPQ refers to any Configure Price Quote Software that enables sales reps to create customized quotes based on the buyer’s needs, syncing all interactions with a deal’s documents within the Salesforce CRM. Salesforce Revenue Cloud plays a crucial role in reducing wasted time, aligning with lean manufacturing principles applied to sales tactics. Streamlining the sales process becomes essential in the evolving sales landscape, focusing on delivering value to the customer. CPQ contributes by offering insights, sharing requested information, or providing details on pricing and configuration, ensuring every interaction with the buyer adds value. While many salespeople excel in their industry, CPQ for Salesforce becomes valuable when technical insights into complex products or the supply chain are lacking. CPQ, with product specifications and options programmed directly, leverages subject matter expertise, aiding salespeople in asking the right questions and resulting in more significant deals. CPQ for Salesforce Salesforce CPQ accelerates selling processes, minimizing the impact of delays in the sales pipeline. Users have reported faster quote delivery and approval times, with notable examples like Domino Printing Sciences experiencing an 80% reduction in quote delivery time and Cloudera’s quoting process being three times faster post-CPQ implementation. Assessing the value of Salesforce CPQ involves considering time and cost savings against licensing and implementation expenses. While CPQ technology can enhance efficiency and accuracy, a guaranteed ROI is not assured. Proper deployment, customization, training, and support are crucial for CPQ’s success in saving time, increasing accuracy, and securing larger deals. CPQ for Salesforce is not just a sales solution; it serves as a tool for the entire company to streamline sales processes into lean, productive systems. Integrating Salesforce CPQ with existing services defines sales as a process, enabling teams to maximize time and resources, ultimately making the sales process efficient and lean. Content updated May 2022. Content updated November 2023. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

October 1, 2018in Data, Salesforce, Salesforce CPQ, Salesforce Revenue Cloud, Technology

27Jun

Types of Objects and Fields in Salesforce

Salesforce relies heavily on objects, which serve as a fundamental component by offering a framework for data storage and integration into the user interface. Thereby resembling the structure of a database table. Object fields, akin to database columns, and records, resembling database rows, play crucial roles in this system. Standard Objects Salesforce provides standard objects as a foundational CRM structure, encompassing entities like account, contact, opportunity, lead, and campaign. These standard objects act as tables containing records accessible through standard tabs such as Accounts, Contacts, Opportunities, Leads, Campaigns, and more. Industry specific Salesforce Clouds have additional standard objects Custom Objects In addition to standard objects, Salesforce permits the creation of custom objects tailored to specific organizational data needs that may not be accommodated by standard objects. For instance, creating a custom object to manage employee checking and saving account details for processing biweekly salary, ensuring privacy by restricting access to the system administrator and the employee who initiated the record. Reports and dashboards can be generated based on data stored in custom objects, typically identified by a __c suffix. Standard vs. Custom Objects The distinctions between standard and custom objects are highlighted in the following table: Standard Object Custom Object Cannot be deleted Can be deleted Grant Access Using Hierarchies sharing access cannot be changed Grant Access Using Hierarchies sharing access can be changed Truncating standard objects is not possible Truncating custom objects is possible Custom fields can be created on standard objects Custom objects include some standard fields like Name, Created by, Last modified by, etc. External Objects Similar to custom objects, external objects enable the mapping of data stored outside the Salesforce organization. These objects rely on an external data source definition, such as Salesforce Connect or OData, to establish connections with external system data. Each external object corresponds to a data table in the external system, with fields mapping to table columns. External objects are typically denoted by a __x suffix. Standard and Custom Fields Both standard and custom objects include standard fields like Name, CreateDate, LastModifiedDate, and Owner fields. Standard fields are predefined and integral to the Salesforce application, while custom fields are tailored to meet specific business needs, allowing addition, modification, and deletion. Custom fields are often identified by a __c suffix and can include custom help text for user guidance. Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

June 27, 2018in Data, Salesforce, Salesforce Development Services, Salesforce Implementation Services

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