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Benefits of Implementing Salesforce CPQ - Encaptechno

Benefits of Implementing Salesforce CPQ

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Benefits of Implementing Salesforce CPQ - Encaptechno

At the time when your clients are just about to move forward and close the deal, the very last thing that you want is an inefficient process that can hold them back. The way in which slow-moving pipelines use your resources and waste the time of your customers can be a piece of bad news for the organization. On the other hand, if you rush your clients to a sales process before they are ready to convert into new leads, they can quickly become unhappy clients and bring a damaged reputation to your brand.

Therefore, in order for the business to move ahead at just the right speed, there is a need to streamline the various processes including the final step, which is the contract. Now, this is more like easily said than it is done. Organizations need timely sales quotes free from any kind of errors and they want these quotes at a personalized pace to their own unique situation.

Rather, many customers end up switching the brands if they are treated just as a number and not an individual, which directly means that showing the customers a copy of the pricing sheet will not be enough. In order to efficiently deal with this problem, a business needs to implement the implementation of Salesforce CPQ.

In this blog, we intend to shed some light on the benefits of implementing the Salesforce CPQ. However, before that let’s find out the meaning of Salesforce CPQ in detail.

What is Salesforce CPQ?

What is Salesforce CPQ

The configure price quote software or the CPQ software is a sales tool or a suite of tools that are designed to help the organizations create accurate and personalized sales quotes. The Salesforce CPQ accomplishes this by bringing together all of the available pricing and customer data in the form of a centralized platform accessible in real-time.

With just the click of a button, a salesperson can create and share sales quotes that are not just precise and detailed but are also tailored to meet the needs of a client. The Salesforce CPQ does not just give a sales team the ability to quote quickly, eliminate human error and increase growth at a rapid rate, but it also enables a team to create tailored sales experiences for each and every client.

Well known as one of the most important tools that are available for the Sales Cloud by Salesforce, the CPQ is exceptionally efficient in eliminating any extra time that might turn a business process into unproductive. It can also aid in forming a highly customized quote as per the mentioned specifications of the prospects. This can include bulk discounts, special offers, and varied price slabs, etc.

Now that we have gained an understanding of what is salesforce CPQ, let us now begin to take a look at the benefits of implementing Salesforce CPQ.

1. Time-efficient and Precise

Time-efficient and Precise

Contracts are actually official binding agreements between two or more parties, based on accurate information and offer some level of comfort to both parties. In case the information in the contract must be modified or changed because of a human error, it can result in a loss of reliance that is placed by a client.

Although the customers can be willing to forgive a minor mistake, they will never be able to overlook the pricing errors made by the sales team. It has been tested and reinstated again and again that the customers stop doing business with a brand after having a bad experience. When you take the assistance of Salesforce CPQ implementation partners, what happens is that the human error is entirely removed from the equation delivering precise and dependable quotes.

When the processes get automated, the Salesforce CPQ eliminates any need for the salespeople to spend hours going over quotes, drafting contracts, checking, and double-checking the accuracy. In only a couple of clicks, the final quotes and official contracts can go from taking days to getting finalized within minutes.

2. Efficient Contract Process

Efficient Contract Process

A sales team works hard to help the leads reach the end of the sales pipeline. Having all of them fall away as a result of very slow-moving sales quotes processes is nothing less than a blunder. It does not negate all the hard work done in getting the prospects but it also ends up increasing the chances of losing a valuable customer.

The configure price quote software optimizes the processes by ensuring that all the important data is ready and up to date as soon as it is needed. With this salesforce billing software, one can get an accurate price via the CPQ and never worry about getting back to the customer.

3. Enhanced Accuracy

Enhanced Accuracy

As human beings, it is only natural to make mistakes. However, an organization that aspires to reach heights of success is not human. Where the clients might be generous enough to ignore the minor error on your part, they will not be so quick in overlooking the pricing error that is made by an organization.

In order to ensure that almost no pricing error happens, you need to get on the salesforce cloud so that the overall accuracy can be enhanced. You must avoid a situation wherein the customer is forced to believe that they do not wish to do business with you.

By taking the assistance of the salesforce CPQ implementation partners, you can ensure that any kind of human error is left out of the equation in delivering precise and dependable quotes almost every time.

4. Personalized Service

Personalized Service

All your customers have different needs and want different things. With the implementation of Salesforce billing or CPQ, one can provide the customers with a quote designed for them as individuals and not simply as a herd of the target audience.

When the customers wish to make any changes to their purchase, when the discounts are applicable, or when any other probable factors come into play, the sales representatives can create updated quotes in real-time.

This personalized service improves the marketing and analytics operations of a company as well. More than half of the customers are willing to share significant personal data with companies that are willing to share personal quotes. Once this information is obtained, the marketing operations of an organization can improve considerably.

5. Decreased Timeframe

Decreased Timeframe

One of the most natural benefits of implementing the Salesforce CPQ software is that it enables you and your customer to get the maximum out of your time. When you automate the quote process, the CPQ reduces the downtime associated with creating contracts naturally.

This alone makes it possible for sales representatives of an organization to assist more leads in less time. The organizations that use Salesforce CPQ software notice a reduction in the length of their sales cycle and an increase in the proposal volume per representative each month.

6. Increased Profits

Increased Profits

All businesses, regardless of their size, scale, and fields of operation are working to increase their profits.  The implementation of salesforce billing promises great returns and profits. Guiding the selling features offered by the Salesforce CPQ software can have an important bearing on the average deal size.

The companies that use a CPQ solution improve their chances of closing the deals more than the companies that are not implementing a CPQ solution. When a framework for improved selling is offered with an increased deal size and matching the customers up with the right products and services, the salesforce CPQ creates much greater revenue for a company as well as a better purchasing experience for the customers.

The Salesforce CPQ can help in building and maintain a competitive edge in today’s digital market with the help of streamlined sales processes. It empowers the sales team with precision, brings efficiency in the processes, and more than anything increases the revenues and customer satisfaction.

7. Automated Execution

Automated Execution

When the deal is finalized, the salesforce CPQ also helps in automating the execution process of the final quote. It saves time and energy altogether and it also helps in realizing the importance of further processes.

Being equipped with the benefits of using the Salesforce CPQ makes the sales representatives more efficient than ever. The sales representatives will rather be thankful for an easier and much precise execution of sales up till the final point.

8. Streamlined Quote

Streamlined Quote

If you choose a suitable CPQ solution, you will understand that it can streamline the sales processes and improve the customer relations manifold. The Salesforce CPQ works by taking advantage of the best in class CRM software and uses it as a foundation for delivering unparalleled CPQ benefits.

With the help of Salesforce, one can go beyond the standard configuration price quote solutions. It is also possible to quote and invoices, manage subscriptions, view and adjust terms, collect payments, and generate reports from a single tool.

In addition, Salesforce CPQ is entirely cloud-based and compatible with mobile devices. All one needs is a connected device and you can be on the way to optimize the sales process, closing the deals faster and maximizing the sales.

Conclusion

CPQ Conclusion

There is nothing that should hold a potential customer back from getting converted. The Salesforce CPQ gives complete control over the sales process, keeps the business processes running, and also helps in becoming successful.

Above all else, you and your customer have the same goal and that is to reach a deal that proves to be beneficial to everyone. The only thing is to stop the customers or the sales quotes stand in the way. Make the decision to implement the Salesforce CPQ and put your business and your valuable customers on the track to achieve success.

The Salesforce CPQ implementation experts working at Encaptechno work to ensure that the implementation processes go about in an effective manner. Get in touch with us if you wish to get a quote on Salesforce CPQ.

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Best Practices for Successful CRM Implementation - Encaptechno

Best Practices For Successful CRM Implementation

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Best Practices for Successful CRM Implementation - Encaptechno

One of the most significant steps that are considered in enabling your organization to become ready for success is the right implementation of a CRM system. When you will have the right CRM system in place, it means that your organization will be capable of advanced communication, better relationships, and efficient daily interactions that will enable your team to work a lot better. CRM implementation will also mean that your management is now in a position to have a clear understanding of all that is needed to make your organization run.

That being said, it must be noted that effective CRM implementation can be a tricky thing. CRM systems may fail in absence of vision and proper planning. All organizations have to consider their size, various operations, existing infrastructure, installation plans, etc. The most important thing that must be done is the creation and implementation of a CRM data plan which will ensure that no data is duplicated within the CRM system.

As an organization that is looking forward to a CRM implementation, it is necessary to have an efficient and process-oriented strategy that helps in implementing a CRM system. It must also be noted that even though a CRM system can be up and running perfectly, many times you might face some challenges in the system.

In order to ensure that the implementation is as effective as possible, it can be a great option to consult a CRM specialist. They will not only help you in successful implementation, but they will also guide you towards finding any probable loopholes that might be hampering your implementation efforts.

In this blog, we will list some of the best practices for successful CRM implementation. Let’s have a look at them one after another for a better understanding.

Key Points for CRM Implementation

1. Choosing a suitable CRM: Before spending time on the process needed for a successful implementation, it is very important to understand that all CRMs are not the same and they are definitely not created equal. When you choose a CRM without comprehensive research about all that it can offer to you then chances are highly likely that you will end up choosing something that is not suitable for your business.

You have to find the answers to factors like if your CRM should be operating on the cloud or if it must be located on-site. Additionally, you must be clear if you want your CRM system to require a service contract or if you want something that costs more upfront during the installation.

You have to understand if your organization needs comprehensive and customizable features or is it going to be okay with the basic functionality. Remember to take your time and weigh out all of your options while knowing what is it that you need to make any final decisions beforehand.

2. Make a Planned Strategy: This is the step where you are supposed to identify all that is critical and needed for going live. This is where you decide what every department considers as an important need so that everything can be outlined and prioritized accordingly. Making a planning strategy involves including all the resources and their availability so that additional support can be leveraged and a professional can be made responsible to work on the customizations before going live.

After you are done with this, make sure that you make a plan of when you will go live. It is best to do with the assistance of CRM consulting so that you ensure maximum precision. There are times when going live gets delayed due to problems like compliance issues in the legacy systems. It can be helpful to update the timeline for ensuring practical and streamlined leadership.

You can also communicate with all departments so that you gain clarity about when all of them are ready to go live. All through the project of CRM implementation, it is necessary that you do not forget to keep changing the expectations with the key stakeholders involved so that they can do what is important to them like important reports, etc. Following these rules in the planning strategy will end up being extremely helpful down the line.

3. Understanding the Users: One of the most successful deployments of CRM is that takes into consideration all that a user needs, not just the top sales representatives, the ones who enter the data into the system, or the ones who are technologically efficient. Instead of this, the CRM implementation depends on choosing a solution, exploring a cross-section of the CRM clients right from marketing, IT, customer service, finance, sales, etc. so that their input can be taken seriously.

It is extremely necessary to gain a good understanding of the ways in which the users work. It is only after you understand how the users work, will you be able to explore how they would like to work in the future. The entire look and the feel of CRM are going to play a major role in deciding how the CRM is going to look like.

When you take into account the needs and the preferences of all those will be utilizing the CRM by choosing a solution with an interface that feels comfortable, there will be a much better chance of smooth and an organization-wide adoption.

4. Train Your Workforce Well: The benefits that come with a successful implementation of a CRM are well known. There are not many people who would argue about them that often. In fact, the investment return on a CRM system is also amazing and beneficial for an organization.

On the contrary, if an organization somehow fails to educate its employees effectively on the steps to use the CRM then the complete tool does not fetch the results that it is capable of realizing. In times like these, it becomes extremely necessary to go forward with the assistance of CRM consulting.

At the time when you are implementing your CRM, focusing on the training of your employees will always end up being extremely helpful. By doing this, you will enable them to gain better clarity of the information that is presented. You can also test your employees on all that they have learned by offering them periodic training which ensures that everything gets retained well.

5. Stating the Rules: A CRM system is only as effective as a business will allow that system to become. In case the workforce of an organization does not use that system to its complete potential or if they end up misusing it then the CRM will not be rendered that efficient to perform the functions that it was originally capable of performing otherwise.

You can begin by stating a detailed list of all the rules that can be related to the use of CRM so that everyone in the organization is on the same page when it comes to the working of the CRM. In addition, you can also implement a company rule that all new leads will be processed through the CRM barring absolutely any exceptions.

When we enforce the correct use of the CRM system as soon it gets established, you can guarantee a smooth transition and a much more unified team. This eventually helps in evening out the things as far as a productive CRM implementation is concerned.

6. Make Collaboration Important: One of the major benefits of CRM system over multiple traditional systems is that it comes with a potential to improve cooperative efforts. When the same information is made accessible across various departments, CRMs help in getting rid of any confusion that might come with having too many loopholes.

There are many consumers who have experienced being transferred from the agent to agent model without any resolution of a problem, which ultimately ends up leading to client frustration and a drop in the overall revenues.

With the help of CRM, irrespective of whether a customer is speaking with one salesperson, a marketing professional, or an information technology leader, everyone involved can have access to the same programs and the information that is needed to provide the best customer service possible. What this means is that the collaboration within an organization will have the same continuity and productivity as it would in case it was being handled by a single employee only.

7. Depending on Automation: The CRM implementation is carried out to help your business by doing most of the heavy lifting when it comes to managing customer relationships. This is directly proportionate to the fact that multiple tasks that are otherwise associated with the data entry can become automated.

You can take advantage of this automation wherever possible. In addition to decreasing the chances of making an error, this will end up finding its way into your system. It might also free up your employees from wasting time on minimal or the tasks that are supposed to be repeated.

8. Proper and Organized Data: Any CRM system is essentially designed to record and organize a huge amount of data. The main problem is the fact that many organizations do not bother turning this data into anything substantial or actionable. CRMs are designed to capture and organize a large amount of data.

The best CRMs are actually the ones that come with a built-in analytics feature, which uses advanced programming for mining all the recorded data and to use that information that is needed to produce valuable conclusions that can be used for taking informed future business decisions.

In case you fail to do a proper analysis of the data that your CRM records then all the valuable information does a little more than taking the storage space.

9. Simple to use: When you will begin by encountering a combination of different CRM options then often you will be tempted to invest in something that ends up becoming a lot more difficult than you need it to be.

Be careful and remember that the best CRM system is the one that fits your needs perfectly. There is no need to go out of the way and invest in something that will not be useful. Take the suggestion of a CRM specialist to make the right choice. This will make sure that your team takes complete advantage of the CRM without worrying about anything unnecessary.

Conclusion:

While adopting the best practices for successful CRM implementation, you must also be willing to make necessary changes to the CRM policies anywhere it is necessary. The long term benefits and the effectiveness of everyday operations is the best indicator for explaining whether CRM is capable of performing on the basis of your expectations.

Encaptechno is an organization that has a team of expert CRM specialists that offer the best CRM consulting. Let the team of Encaptechno revolutionize the way in which you do your business by choosing CRM consulting today.

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All You Need to Know About Salesforce Service Cloud - Encaptechno

All You Need To Know About Salesforce Service Cloud

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All You Need to Know About Salesforce Service Cloud - Encaptechno

Any company, regardless of the products or services it might be offering, works for one common goal and that is to offer value for its customers. It is significant for all companies to connect with the customers regularly. For this reason, customer service is one of the most important and massive undertakings for any organization. It is necessary to employ the tools that deal with customer service support needs as the company goes bigger.

There was a time when companies resorted to hiring more and more customer service agents to ensure that the needful gets done. However, technology has grown and improved manifolds in the times that we are living in today. Hence, tools like Salesforce service cloud are no less than an excellent solution to deliver exceptional customer service.

With the implementation of Salesforce service cloud, the companies will no longer feel a need to hire any additional customer support representatives because they will realize that their existing team can do a lot more with better resources and strategized data automation. In fact, the salesforce services are such that their magnitude grows with business development. Companies can keep customizing their systems for meeting their needs easily because of a strong foundation.

Now that we have gained a background on its impacts, let us first understand the meaning of Salesforce Service Cloud in complete detail.

What is Salesforce Service Cloud?

What is Salesforce Service Cloud

Salesforce Service Cloud is a SaaSplatform offered by Salesforce. It is created on the Salesforce Customer Success Platform and gives you a complete view of your customers while enabling you to offer smart, quick, and much more personalized service.

The Salesforce services of service cloud can form a connected base and enable live agent chats, manage case interactions, all within one platform. It also allows having a personalized customer interaction or even up-sell the product services based on the data of the past activity.

Features of Salesforce Service Cloud:

Features of Salesforce Service Cloud

1. Managing Customer Support Experience: The support teams are collaboratively responsible for one of the most important touchpoints of the customer experience. It is the supervisors of the customer service team who have a challenging job of making sure that everyone focuses on responding to the right customer problem and in a justified amount of time.

The support teams are in frequent need of insights on the ongoing trends and standards for ensuring better management and optimization of the support processes. This includes the trends for new cases opened, any cases closed, and the resolution times across a period of time for the measure of throughput. The case volume can be considered by the support channel, kind of problem, and the severity of that problem for being standards of product/service improvement opportunities.

Now, with effective implementation of the Salesforce Service Cloud, one can set up discrete support processes for different kinds of problems to represent the differences in addressing the difficulty of any problems. Furthermore, it is also easy to explore different priority levels and support channels for distinguishing any problem type. Other custom attributes can be set up for being relevant to a specific support experience of a business. One can then turn around and create a dashboard of relevant metrics and KPIs for directing the focus of the support team.

2. Queue Workflow and Escalation Rules: With the use of automation tools such as the process builder and the workflow rules, the Salesforce Service Cloud features can help in automating the entire process of moving the customers from one stage to another while eliminating any responsibility of manual oversight. It is this functionality that also allows management to easily track the key customers such as the time taken for the first response and the time to resolution.

Furthermore, the escalation processes enable the management of a company to keep tabs on the products and possible concerns that might be responsible for not getting the right traction. One can define the escalation rules for automatically reassigning the case to a much more experienced agent or a supervisor so that the right kind of attention on vexing cases can be created.

Taking important learnings from the escalated cases helps in becoming a great way to find any underdeveloped support areas in which the support agents might need additional training in addition to specifying the staff members who might need additional coaching.

3. Service Analytics: Powered with the help of Salesforce Einstein, the Service Analytics is an extension of salesforce development that is easily available to the service managers and the agents. It provides very important insights into the performance of the agents and their departments.

Checking the reports of wide complexities becomes rather simple with the help of Service Analytics. Either it can be a report on the first contact resolution rate or on the number of case reassignments over every case type depicting the rate of average customer satisfaction as well as agents who strategically reassign cases more than a certain time in a week.

Other than reporting, the Service Analytics can also give recommendations on what an agent should be doing or saying for improving the customer satisfaction rate.

4. Process and Routine Automation: With the help of Service Cloud, a person can easily automate the process of using the workflows, email templates, approvals, and more. For instance, when the customer is extremely dissatisfied with the support services of a service agent, the process and routine automation help in stating that an immediate customer incentive is needed.

Salesforce sends an Incentive approval request and when the approval is granted, the required incentive is offered to the customer over the email. Another example could be that if a customer service agent sees that there are almost eight similar cases into the system, the Salesforce process and routine automation can be used to run a bulk macro for answering all of them simultaneously while resolving the case. On running another macro, the cases will be solved. This automation process helps in saving the time of agents and managers considerably.

5. Customer Account Portal: At the present time, customers expect more than one support channel for reaching out to the customer service. The customer portals are extremely helpful in facilitating this support in a world that is digitally connected. There are some companies that choose to empower their customers with self-service capabilities. These companies are of the opinion that when they deal with the customers themselves, it saves everyone’s time and energy.

The customer account portals also work well for tasks such as fixing appointments, paying bills, checking an order, and much more. This is all the more useful for supporting teams as a case deflection mechanism that reduces any extra costs.

With the help of Salesforce service cloud, it is possible to make the customers go through a self-service flow that is driven by a knowledge base included with the community. The customers can leverage existing knowledge either by allowing the support agents to resolve similar issues or by having other customers get the answers quickly. The support agents can then avoid getting over stacked with the common issues that have well-documented resolutions.

6. Knowledge Base: The implementation of the Salesforce service cloud also helps in offering a knowledge base solution that services as a repository of information for representatives who can access a wide pool of answers that they might need to serve the customers in the best way possible.

The knowledge base allows the representatives to search for effective solutions anytime when a customer begins to outline a problem. This feature serves as a center for all the documents to ensure that they remain specific and updated just as things shift and change within a business.

In addition, the knowledge base is also helpful for the organizations that use a self-service company portal. It is generated by the support agents or the peer-to-peer customer communities who can provide self-service to the customers. One can decrease the support costs in the form of a decreased volume of cases at any point in time.

7. Email: At the present time, so many customers are in the habit of sending an email and then waiting for a reply. This is because it is simple and can be done in the blink of an eye. In this scenario, it is important for companies to understand that they cannot keep the customers waiting for an answer.

Since it can be a challenging task to reply to each and every email separately, the Salesforce service cloud feature comes with an auto-response capability for the cases, which makes it very easy to send a case creation confirmation email to the customers. Moreover, the service cloud allows the customer service agents to respond from the case itself while the customers respond from their emails. Salesforce routes the emails of the customers back to the case so the agent can continue email back and forth the issue resolution. All of this gets technologically tracked and chronologically viewed in the case feed.

The application also inspires the creation, storage, and use of email templates for standard email responses to common case types. Beyond that, the support agents can create macros to record their repetitive actions and execute a set of actions just as needed by running the macros.

8. Omni Channel: Salesforce Service Cloud offers the feature of Omni-channel which helps in offering customer support through the numerous communication channels. Beginning from email, phone, and live agent chats through the web to the video chats, social media channels like Facebook, Instagram, Twitter, and more, the Salesforce service cloud helps in covering all channels.

The service cloud brings cases from a different set of channels and delegates them to the rightful customer service agents dependent on the preset conditions.

Conclusion:

The implementation of the Salesforce service cloud is a great option for all organizations that are looking forward to upscale their level of business. In addition to streamlining the customer service operations, it also ensures that the brand value of a company rises to greater heights.

If you wish to implement the Salesforce service cloud in your organization then Encaptechno comes with a team that has a wide experience of providing the Salesforce implementation services. Get in touch with the team to know more.

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Act to Zoho CRM Migration - Encaptechno

Migration From Act To Zoho CRM

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Act to Zoho CRM Migration - Encaptechno

Selecting the correct CRM application can have a substantial impact on an organization. Today, more and more organizations are realizing the implementation of CRM in improving their processes. For many years, ACT CRM solutions have been industry leaders because of the simple fact that ACT invented the content management software back in the 1980s.

However, a considerable time after the launch of ACT and a substantial evolution being done, organizations are migrating from ACT to Zoho CRM. This is because organizations have consistently seen positive results as a result of this data migration. The data migration done from ACT to Zoho CRM is extremely beneficial and puts the organization in a state of advantage.

In this blog, we will look at the conversion in detail and then the benefits that come from this data migration. So, let’s begin:

ACT to Zoho CRM: The Conversion

The conversion Process of Migration

An increasing number of organizations are willing for data migration from Act to Zoho CRM. While explaining the scope of migration, we will shed some light on what gets migrated and all that you can expect once the conversion is done.

Before understanding the entire conversion, let us all assume that an organization is using everything in ACT. This means that all the important information of this organization including contacts, companies, notes, history, attachments, custom fields, activities, groups, or any other important data is uploaded on ACT. The version of ACT does not matter here because data migration can be done from all versions.

Now, the migration process includes a middle step of exporting all the data into Excel. Therefore, any data that might not migrate can be edited to fit into Zoho fields and records. It is important that someone an experienced professional does this because that person will have the right tools and the knowledge to do the same. There are many people who can export data ACT, but only a few know how to migrate it. Therefore, having an experienced Zoho implementation consultant is a prerequisite.

Firstly, all the items that come straight across including the contacts, custom fields, or companies can be migrated cleanly. In Zoho, companies are called accounts by default. If you wish, then you can change this name as well. Being an Act user for many years, you might be used to the word companies, so you can stick to the same if you wish. Remember, if you set up all the fields in Zoho to match the fields in Act then mostly all of the data is likely to come across as fine and accurate. The only thing worth noting here is that Zoho limits the number of custom fields that can be added. This limit is 130 and it is divided by the field type. Although this should generally not be an issue, you might as well run into limits if you customize your ACT database extensively.

Other things such as notes, opportunities/potentials, and history come across the information while being presented in Zoho in a different manner. If the data is getting manipulated in Excel correctly, you can be assured of a clean conversion. Here, it is key that the person doing the data migration is well aware of both the ACT and the Zoho data structure, otherwise, there is a good chance that you might lose some important data.

As a system, you will find that ACT is much more detailed in Activities. Hence, scheduling, recurrence, alarms will not come over as 100%. You will end up getting the major information that will be just enough to continue working without any interruption or losing data. Additionally, the dates will also convert. You might just have to edit some of the alarms and recurring schedules.

For the data migration of groups, there is a different feature in Zoho. Just because Zoho does not have the group feature with the same name does not mean that you will end up losing any kind of data. It is very much possible to successfully convert the group information and keep it intact so that the users can still use the data they have in ACT. Zoho comes with some features that enable this to happen and the most important one out of those is Views, which means saved queries. When you move the group name to a field, you can create views in Zoho that enable you to do the same job of groups in ACT. Another option can be used as a second entity in Zoho called the companies or vendors at the group level.

It is important to remember that Zoho is a remarkable CRM application that is designed to enable the organizations to accomplish all that they wish to. Therefore, after the data migration is done correctly, the companies must focus on getting used to the features of Zoho and maximizing the benefits they offer for the best results.

Below mentioned is a step by step methodology of data migration from ACT to Zoho CRM:

Step By Step Migration Methodology

1. Discovery: The team of data migration consultants that you hire will make all attempts to gain an understanding of your existing setup. They are going to assess and understand your existing set up while planning for all the next steps that must be taken.

2. Back up: In this step, an ACT backup file will be needed for extracting the data from ACT CRM. Mostly, this will be a database backup such as the MS SQL database.

3. Extraction: Here, we use custom software for extracting data from the ACT. This particular process takes some hours based on the size of the database. Just after the extraction gets completed, spreadsheets of records in ACT CRM like Accounts, Opportunities, Events, Notes, Attachments, etc. are obtained.

4. Configuration: Before the migration of data is started, there is a setup configuration and customization in Zoho. This includes users and profiles, organization set up, custom fields, custom modules, workflow automation, etc. This step helps in preparing the Zoho account for migration.

5. Data cleansing: Just before the data gets migrated, a clean-up of data is required. Extensive work is done to duplicate records, unused modules, and the fields.

6. Data migration: In the step of data migration, the data that was extracted will be uploaded to the Zoho CRM.

7. Training: In this step, the data migration consultants will spend some time training the administrators and end-users.

8. Post-migration support: In this step, post-implementation support is provided for ensuring the success of the data migration.

Benefits of data migration from ACT to Zoho CRM

Benefits of Data Migration from Act to Zoho

1. Cloud-based: Zoho CRM is entirely cloud-based. This means that it integrates with several other cloud-based applications including the Google apps suite. Additionally, it can also sync with QuickBooks and Outlook.

Since Zoho is cloud-based, it provides a wide number of mobile features which means that users do not have to be restricted to their desks or even a particular computer system. Organizations can access the CRM application on the go from their mobile devices such as tablets or even smart phones.

2. Up to date technology:  ACT is outdated in many ways when compared to Zoho because Zoho offers many modern features. Some of these features include sales quotas, feeds, competitor tracking, etc. The feed feature has the capability to turn your CRM into a social network that allows users to follow certain activities or records along with adding comments.

This is a social format that proves to be much more intuitive for users as it mirrors the interface that most of the people working with new technology are accustomed to. Additionally, this also enables easier communication because it becomes easy to trace the comments back to particular events or records. There is no longer a need to do internal and external communications through separate emails or messenger channels because that can be done through the software directly.

3. Leverages marketing: Although it is true that many CRM applications are equipped with marketing automation tools, it must also be remembered that all of these solutions do not offer high-quality solutions. Zoho comes with a wide number of marketing automation tools that include email templates, mass emailing ability, an ability to transfer the web leads directly, a marketing campaign manager, etc.

All these tools provide increased connectivity with features that streamline marketing to the sales process. With the functions of email campaigns, users can invite prospects to schedule follow-up emails. It is also possible to keep a track of email open rates, the total number of clicks, and bounces.

After these events are over, the users can move all new leads to the sales team using the drip campaigns. Zoho CRM assists all marketing teams to manage the campaigns effectively while passing on quality leads to the sales team. In addition, marketing automation tools ensure that all campaigns deliver better results. Zoho CRM lets users set the budget, assign ownership to tasks, and measure the success of all campaigns that are conducted.

Conclusion:

The amazing benefits that Zoho offers make up for the reason why companies are switching to Zoho. Encaptechno assists companies in implementing new and improved CRM solutions with exemplary support and guidance.

Having worked with multiple organizations as they migrated their data to the latest software applications, we ensure that they are always taking the benefit of the most innovative solutions. In case you are interested in using these new tools and want our team to help you with data migration from Act to Zoho CRM, then contact us.

We will give you the best-suited solutions for your business needs.

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What is Salesforce Sales Cloud - Encaptechno

What Is Salesforce Sales Cloud And What Are Its Benefits?

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What is Salesforce Sales Cloud - Encaptechno

Salesforce is known as one of the most popular and top cloud-based software application providers all over the international market. It is a CRM solution that is designed for facilitating streamlined sales and marketing services. Implementation of the Salesforce cloud has the capability to redefine the way in which businesses connect with customers and create a much more meaningful relationship.

The impressive success of Salesforce can be attributed to numerous benefits and resources that Salesforce offers for its users. There are many advantages of using the sales cloud and the extensive resources that it offers. Although different organizations might find some benefits more useful than others, there are some major advantages of Salesforce that make it one of the best CRM software applications.

In this blog, we will have a look at what is Salesforce sales cloud and what are its benefits to understand all about this CRM in comprehensive detail.

Salesforce and its importance:

Salesforce Sales Cloud Benefits

For anyone who is used to working with a CRM platform, it is easy to understand that imagining a world without it is very difficult. In case you are a person who loves organization and structure, one of the best advantages that a CRM software application like salesforce sales cloud offers is that it helps in keeping everything linked. While managing customer relationships, one can handle the data, metrics, notes, and more, while keeping all of it in one place.

Additionally, a CRM platform also helps companies to target different audiences, set scores and important alerts based on an individual lead, maintain a certain level of proactivity with contacts, and manage relationships. Most importantly, CRM can be utilized across different departments for ensuring that all customer-facing teams get empowered with the correct data to create a remarkable customer experience.

CRM platforms like sales cloud offer a wide range of benefits. Although these benefits might vary with an ever-different department or industry, some of the most important ones are listed below.

Benefits of Salesforce Sales Cloud:

Benefits of SALESFORCE SALES CLOUD

1. Reliable Reporting: Data is an extremely important part of a business and organizations can get it from a number of resources such as business software applications, CRM technology, social media tools, analytics tools, etc. However, just availing the data is not enough because until the data is not sorted, cleaned, analyzed, and made actionable, there is no point in that data.

In the present world, almost all companies rely on social media to assess their performance. The metrics on social media platforms are used to understand the popularity of a brand. Yet another business tool that companies use is Google Analytics for monitoring the website traffic. However, one cannot rely on these tools alone.

Sales cloud enables you to go much deeper with all the data and metrics including the ones from other sources is a lot more helpful in this case. When a company is dedicated to maintaining clean data or just keeping it free from errors, the CRM software helps in collating, tabulating, and organizing the data properly, which then becomes much easier to interpret because of all the features. This benefit of Salesforce cloud shines as one of the most important ones as it leads to availing so many other benefits that become available once this data is available for use.

A clear advantage that CRM platforms have is that they enable organizations to keep a tab on who interacts with their company and how. For example: filling a lead on a form successfully after coming across an ad on social media. One can also run reports to see opportunities, interaction with leads and customers, sales trends, customer service efforts, and a lot more.

The best CRM systems like Salesforce however can tell you a lot more than just where the lead has come from. They can show you exactly what your audience clicks when a marketing message is sent to them, how many times a customer opens an email, how often does a customer have conversations with the sales team and what do they need when they contact customer service and more.

During the implementation of a Salesforce, a salesforce consultant will make it very clear that reports are one of the most reliable benefits of CRM platforms, particularly when enhanced by AI. They will also tell you to use actionable data for effective communication with the current audience while easily reaching out to the audience who might have shown interest in the past. These reports guide a person through the decision-making process and also make it invaluable.

2. Dashboards: Using a spreadsheet for managing your company means inputting or importing the data manually, figuring out what is important, and creating a graphical representation of data. CRM solution does most of this for you. After getting a successful implementation of the Salesforce cloud done by a salesforce consultant, one of the best benefits that can be taken is that of the dashboard.

One can set up a dashboard for every individual in the company who has login credentials for the CRM platform. For instance, the digital marketing head of a company might be interested in email marketing and social media metrics through the click-through rates of every campaign.

He/she can set up a dashboard that effectively displays how many people have received an email marketing, how many opened it, what was the click-through rate, and more. A sales director, however, would wish to know how many calls are made per hour and how many calls out of those eventually resulted in a positive action such as a future meeting or a demo. Dashboards allow the users to see the data that is important to workflows without digging, sifting, sorting, or running a report.

3. Personalized outreach with automation: The continuous capture of data-driven by audience activities can be used to create relevant and personalized messaging outreach in both the manual and automated campaigns. This is a big benefit of dynamic content and automated messaging. One can put people with similarities in different campaigns.

This ability is like an added benefit of the salesforce cloud and lets you set up a series of automated emails that can effectively speak to the audience specifically.

4. Prompt service: Similarly, the data in the salesforce cloud can be used to automate more personalized and targeted outreach throughout the marketing funnel. It can enhance the efforts of a sales team outreach while improving the customer service’s ability to assist customers.

When a sales team comes with the knowledge of what interests a customer, either they or a customer support representative can meet and solve the customer needs proactively. This is one of the best advantages of a customer services team.

With a relevant amount of data available in the dashboards, there is no further need to dig deep into the information because a representative can get right down to what matters. This will save everyone’s time while making the potential for customers to feel important when the sales and customer service is proactive and knowledgeable. Additionally, it can also improve the bottom line with high customer satisfaction and reduced time to resolution.

5. Improved efficiency due to automation: Automation is an important benefit of the Sales cloud because it helps the users substantially. It cuts down the time it usually takes to email and works on leads. It also converts more leads by prioritizing the potential leads. In addition, automation helps in handling simple customer questions such as an order status with chatbots and automated messaging effectively.

Marketing teams can spend a lot more time creating campaigns that resonate better with their audience, analyzing data, and testing different strategies based on the analytics. On another hand, the sales team can focus on selling the right product and services to the present and the targeted customers.

The customer service agents can dedicate their time to working out with the customers who have questions, solutions, or any complex needs. Eventually, an efficient company can serve its customers better, which is the greatest benefit of the sales cloud.

6. Effective collaboration: Salesforce sales cloud serves as a record of conversations, regular interactions, needs, important notes, and contact information. If it is cloud-based, it will always be up to date while enabling the teammates to easily look at the records for making decisions. In addition, some CRM platforms come with built-in collaboration tools that enable multiple people to work on either one file or follow the progress of a document like that of a sales quote.

Everyone who has access to the salesforce can effectively work with the help of shared records. For instance: when a salesperson speaks to a customer and learns more about them, all important details can be filled in easily in that person’s record or on their file. This helps in making sure that the rest of the team is working with the latest details and to their maximum capabilities. Marketing, customer service, and sales departments work together collaboratively instead of worrying about siloed information.

Conclusion:

Almost all team members can gather insights or data while working together to offer exceptional service to customers. Furthermore, data can be organized and presented well by a CRM platform like salesforce cloud while leading to a better understanding of a customer. This eventually leads to better messaging and outreach, most of which can be done with automation, which further helps to offer better and more efficient customer service.

Moreover, the teams can collaborate more easily and reduce any chances of errors. Out of all the benefits of sales cloud, the utilization of data and technology for powering a more efficient company is one of the biggest. It helps in serving the customers more effectively while leading to a better business.

The team of Salesforce consultants from Encaptechno comes with a wide range of experience in offering exceptional implementation services. If you are looking forward to an effective salesforce cloud implementation then get in touch with Enacptechno.

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