Encaptechno

Author name: Abhishek Sharma

Abhishek comes in with a decade of technical experience in CRM, specifically Salesforce, Zoho & Microsoft Dynamics. A highly energetic individual and an equally good team player, Abhishek has a deep knowledge of complex, challenging and custom CRM implementations as well as integrations.

CRM-for-retail

Why Your Retail Business Needs to Integrate CRM Software?

/ , , , , / Salesforce, Zoho CRM

With digitization becoming popular, businesses no longer run the same. Whether offline or online, the retail industry is undergoing a complete transformation. Being a customer-centric business, maintaining a strong relationship with customers is a must. A recent report has revealed that by 2020 retail sales will top $27 trillion. Staggering, doesn’t it? The market is huge. But with plenty of options available to customers, the competition is tough. To survive and excel incorporation of technology is no more a need rather a necessity.

As visible, the concept of shopping is now changing. The online marketing is gaining prominence. According to a recent survey, 51% of customers purchase stuff online. This has made the offline retailers to pull up their socks. A more personalized user interaction is the need of the time. But with an expanding customer base personalizing each interaction becomes tough. Here Customer Relationship Management (CRM) software comes into the scene. It is a robust and comprehensive software. With smartphone usage becoming common, a number of CRM mobile apps have entered the market. The retailers nowadays are using CRM mobile integration on a large scale.

That is to say, the CRM software is helping stores to serve their buyers in an efficient way. Curious to know more? Let’s have a look at why your retail business needs CRM integration. Here we go:

  • Image building – Building a positive image of your business is very important. With the help of CRM software, you can have a more professional approach in dealing with customers. An inviting image will attract buyers to your stores or services.
  • Personalized customer service – In a time when options are plenty having a loyal customer base is tough. A personalized interaction with your customers will help you in this direction. CRM software provides social media data, purchase history, likes and dislikes of every individual customer. This help store owners deal with their customers in a better way.
  • Better alignment of sales and marketing – Big data hold immense potential for businesses. A proper analysis of it will propel your business to heights. The marketing team can manage big data content with CRM integration. Also, by giving access to pricing literature and personalized dashboards, the CRM software can help the sales wing too.
  • Loyalty programs – Implementing loyalty programs can do wonders for your business. It’s a powerful tool but underused. By using CRM software, you can handle customer loyalty programs in an effective manner. It will help in managing customer profiles, their reward tiers and how can they redeem them. An online portal showing details of offers, complimentary coupons, current reward status etc. will help you in developing a loyal customer base.
  • Better inventory management – CRM software enables you to keep a track of intercompany transfers. You can check the availability of stocks, demand/supply ratio, and replenishment processes. Such in-depth information will help you in better management of your inventory. You’ll never go out of stock. This will help your business in the long run.

In brief, CRM software holds immense potential to deliver a superior customer service. In the times of the empowered customer, it will propel your business in the right direction. We at Encaptechno, have years of experience in CRM mobile integration. So, if you also wish to give your business a technological push, we are there to help you. Feel free to reach us at [email protected] and we will revert back at the earliest.

Why Your Retail Business Needs to Integrate CRM Software? Read More »

Salesforce, Zoho CRM, , , ,
Salesforce-Consultation

Top 4 Salesforce tricks to hit the bull`s eye

/ , , , , / Data Migration, Salesforce Consultation, Salesforce Lightning

Salesforce has emerged as the biggest thing in technology in the recent times. However, there is still a lot that people need to unearth about this amazing technology platform in order to get the best out of it.

This is exactly why we are going to bring forward some Salesforce tricks that can help every team in hitting the bull’s eye. So let us straightaway take a look at those tricks –

Pipeline Management Trick

Ideally, this is one of the most important things to know if you are looking to get the best out of Salesforce. As you know, good pipeline management is all about great visibility. For this, you can begin by upgrading to the Salesforce Lightning experience. By doing so, you will get access to features like a path that simplifies your lead management, qualification of leads and their conversion.

Pro tip: Have 4-6 opportunity stages which are defined quite clearly. This will help your team in maintaining the leads and opportunities without too much stress.

Account Management Trick

The second important trick you need to learn in order to make the most of your investment in Salesforce consulting is to learn how to manage duplicates effectively.

Remember, a clear and concise data could be the key to your success in Salesforce. But it’s easier said than done. Duplicate data can virtually make your sales team confused and can decrease their chances of success.

In order to stay safe from this, make sure you use lightning account search.

Pro tip: To make sure that the chances of duplicate data are minimized in the first place, you need to have clearly defined process for creating prospective customers in your Salesforce account.

Customization Trick

Salesforce provides you the flexibility to work the way you want to by offering customization options. You can create your own workflows leveraging options like process builders, formula fields, and custom objects, to name the major ones.

But remember, if not managed smartly, these Salesforce customization options could do more harm than good by confusing your team members. Therefore, you need to know how to customize your workflow efficiently.

Pro tip: Look for free apps in the AppExchange at Salesforce and you might get some out-of-the-box solutions.

Reporting Trick

Salesforce reports can prove to be your business’ best friend. So, you need to learn how to leverage the power of reports on the platform.

With various options in reports such as Quarterly sales across the business, My Opportunities closed for this month, Cases closed per agent month and more, you can eventually leverage the power of Salesforce analytics for the good of your business.

Plus, you can always use these reports to compare the performance of various team members and see how they are doing.

Pro tip: Figure out what you are interested in doing, and you will be able to better use the power of reports for your business.

So, are you ready?

The above-mentioned point sums up our list of tricks that you need to learn in order to hit the bull’s eye every single time while using the platform.

No matter the type of business you run, or the number of people you have as part of the team, learning these tricks can prove to be the best idea for you. If you have already invested your time and money in Salesforce development, it is time to learn the art to use the platform in the best possible member.

So, what are you waiting for? Try out these tricks and see what you end up achieving in return!

Looking for someone to help you with Salesforce consulting and development? Want to get the best Salesforce consulting services? Get in touch with the team of experts here at Encaptechno and we promise to take care of everything for you. Drop an email at [email protected] and we will get back to you.

Top 4 Salesforce tricks to hit the bull`s eye Read More »

Data Migration, Salesforce Consultation, Salesforce Lightning, , , ,

How to Boost Business Growth with Salesforce?

/ , , , / Salesforce

boost business growth with salesforce

Cloud based applications and web based solutions in the form of packages and products have become preeminent nowadays. These are known for catering quick and efficient solutions to the customers and boosting sales to a great extent. One can have myriad advantages from such products, like getting new leads, new customers, buying and selling strategies, and details about the ongoing market trends.
If you are new to the business sector, it is advisable to integrate a professional product/platform for better results and sales. This will market you and services in the best possible way that will definitely add up to your growth and goodwill in the market.

Salesforce is one of the most promising cloud based platforms that helps in the overall growth of your business. This is a complete package for all sorts of industries, right from small scale to the large scale industries, including manufacturing, automotive, financial, media, retail, public sector, healthcare, and many others.

Benefits of having Salesforce in your business

There are numerous benefits for embedding Salesforce into your business, which is not only productive for boosting sales, but also solves various customer related queries with an opt solution. Major benefits are mentioned here:

It provides marvelous Cloud based sales solutions in various mentioned ways:

  • Traces all the details of your customers from anywhere on the web and puts in one place.
  • Combines this information with the best deals to offer to the clients or customers.
  • Automatic sales solutions quicken up the whole process and lead to higher productivity.
  • Information gathered for the productive intelligence is kept at one place & sorted accordingly, so that quick and relevant decisions are made.
  • Arranges new business leads for you by targeting customers by studying their behavior and purchasing capabilities.

It does good marketing and branding in mentioned ways:

  • Engages in the personalized marketing tactics for the business according to each and every customer. You can get various campaigns made in minutes and scatter it across to all the customers within seconds with the help of automatic tools and techniques.
  • Reaching customers anywhere through MMS, SMS and push notifications. This helps in advancing your brand’s digital marketing across the globe.
  • Connect all the social sites and applications such as Facebook, Twitter, and LinkedIn with all the marketing strategies. You get to interact and stay connected with your customers 24*7.
  • You get to collect data for the predictive analytics and can listen to customer reviews/suggestions/demands/needs/requirements as well so that you can work on marketing strategies accordingly.
  • You can advertise your services and business well. Optimize your adverts and float them throughout the Internet, while also reaching to the new customers.

Such platforms not only help your team and organization to grow and decide wisely, but also ensure that all the business deals are closed on time. This, in turn, can add another great milestone to your business regime.

Boost in your business growth with Salesforce.

On the other hand, if you are looking to get the most out from Salesforce, read this article: How to Get the Most Out of Your Salesforce CRM?

If you need more information on Salesforce Consultation & Support, please feel free to Contact Us. We work round the clock to help our clients to provide custom solutions.

How to Boost Business Growth with Salesforce? Read More »

Salesforce, , ,
salesforce lightning

How to Ensure Salesforce Org is Ready for Lightning Experience?

/ , , , , / Salesforce Lightning

Salesforce’s latest Lightning is a thing everyone is quite excited about. It is, in reality, a complete turnaround. For admins, it needs, however, a little homework to understand how it works before activating it. One must ascertain whether the Lightning experience is ready to be activated for your Salesforce org.

salesforce lightning

Quick checklist to make sure whether Lightning Experience is ready:

  • It is much more than just a new UI –  The experience of Salesforce Lightning Experience is much more than a brand new pretty user interference change. It is a complete Salesforce reinvention rather with a completely new CRM tool.  So by activating Lightning Experience does not mean your old Classic Salesforce will completely get converted. Rather one needs to configure it. For example, the dashboards and the navigational menu all needs to be configured so users can quickly access data using the new Lightning Experience. So, it’s important to know the differences in between the Classic edition and the new Lightning Experience edition before ensuring the org is ready for it.
  • A Checklist for Org –  One more important thing to know is that all the features of the Classic version have not yet been integrated and made available in the Lightning Experience.  It is recommended to activate it only when it is totally ready to integrate all the org processes involved in its successful operations. The worst action the admin can take is to use the current iterated Lightning Experience for fitting the org when new features are gradually being developed and launched.
  • Need to get the hands dirty – On a regular basis the admin is working on Lightning Experience. But for the production level org usage, it is  not yet ready. One can use an Admin Playground or the Company Sandbox for deployment purposes. With Sandbox, one can make a copy of the production org. The metadata and configurations can be tested and validation proofs must be gathered in regards to the business operation. One can create org like the Admin Playground easily free of cost. One can activate it and use it while the developer can work through Trailhead.
  • Early Adopters must be found – Most organizations adopt to new things to try them out and to be up-to-date. These are precious resources as these are the people who have the mindset to test and adapt to new things. Not only do they explore but also communicate back their reviews and feedbacks about the product which in turn helps Salesforce enhance its products.
  • A plan must be devised – Careful planning and proper communication with thought must be made before activating org to Lightning Experience. If  one wants to be successful then one must make sure users also get success. But to achieve such levels of success it requires a lot of strategic planning and efficient execution. One can make a strategy where one can include a date to go live and a proper plan for communications. Making sure that resources are gathered, training material is interactive and engaging can make the planning proper.

It is important to note and observe the various release notes Salesforce keeps releasing. As they contain details about Lightning Experience updations. It will help making the org checklist.

For more information about Salesforce Lightning & support, please feel free to contact Encaptechno.

How to Ensure Salesforce Org is Ready for Lightning Experience? Read More »

Salesforce Lightning, , , ,
Scroll to Top