Zoho Archives - Page 9 of 12

Zoho Campaigns: An Outstanding Email Marketing Tool

Abhishek Sharma / email marketing software, tools for email marketing, zoho campaigns, zoho campaigns login, zoho consultant / CRM Services

What is Zoho Campaigns?

A product designed by the Zoho, the Zoho Campaigns is made to create, deliver, and manage integrated email campaigns that can help in boosting the sales of a company and its customer base. Zoho Campaigns is actually an email marketing solution that can enable a brand to expand its reach with an exceptional capability to integrate with third-party applications such as Facebook, WordPress, YouTube, etc.

With the assistance of email marketing software such as the Zoho Campaign, a marketing individual or the marketing department of an organization can effectively work with some pre-designed templates for implementing marketing goals. The email marketing enabled with the help of Zoho is further done with the autoresponders, some follow up emails, and optimized with the platform’s automation.

Any user can be allowed to have unprecedented access to some of the robust features that can help in increasing engagement and personalize the email interactions for making the campaigns more effective.

Hence, Zoho Campaigns can be considered as a tool for email marketing that assists users in monitoring email campaigns seamlessly by making the entire list clean and spam-free. In fact, the software is functional to a point that it also makes the users aware of which design or subject line can work more efficiently.

In this blog, we will shed a light on why Zoho Campaign is an outstanding email marketing tool. So, let’s begin:

1. Excellent Email Editor

Zoho Campaign login offers the user to maximize the functionality of an extraordinary email editor. The user has the ability to choose from the basic templates and make a customized email or create an exceptionally customized email from the HTML builder. On the other hand, one can also reuse a template or choose one of the Zoho Campaigns for the fully designed email templates.

Zoho has a drag and drop email editor that not only lets a user add images, videos, buttons, text, some HTML snippets, tables, but it also helps in changing the layout for making it customized according to the user’s requirements. Some of the new options that enable a person to add dynamic content help in showcasing numerous content pieces based on conditions lime the recipient being on a particular list or segment, custom contact fields, etc.

One can also apply numerous conditions to an email which could mean personalizing almost every aspect of an email. After the email has been created, the test versions can be sent to as many as five recipients to preview how it looks on the mobile and desktop and by the email client.

Zoho Campaign is a tool that makes sure that emails are valid and goal-oriented. For making sure that the emails are technically correct and more than likely to end up in a recipient’s inbox, the Zoho Campaigns also help in sending the test version of the first five emails while offering a reputation score which is reliant on the anti-spam factor.

2. Subscriber Management

Another benefit of Zoho Campaigns is that it helps in subscriber management. It helps the users with an option that ultimately helps in managing the subscriber information manually while adding one subscriber at a time.

However, when it is about managing the newsletters with a large subscriber base, the users have an option to streamline the process by choosing to use the API for the purpose of importing the subscriber details from Excel or the Zoho CRM.

To make sure that the email campaigns are as effective as possible, the Zoho Campaigns make it possible for the users to reach out to the audience with the help of smartphones, creating segments, and integrating the sign-up forms.

3. Efficient Contact Management

At the time when a user is adding the contacts to the Zoho Campaigns, one can choose to add as many custom fields as they like based on the information that is relatively important. For example; if a person sells tailored dresses, then the right field to add would be the size needed for making the dress.

In addition, the user can also choose the contact source, regardless of whether it comes from something like cold calling, social media, a trade exhibition, a webinar, etc. This enables a person to successfully manage the success of a campaign.

When a person adds or imports contacts, the Zoho Campaigns prompts a person to add them all to the contact list. One can create for any possible purpose such as a location, history, or any custom field. After a user is done with creating a list, they can then begin to create segments that are effectively based on a variety of criteria such as demographic data, contact source, last purchase date, subscribe date, purchase history, etc.

Zoho Campaigns is actually a customer relationship management system that can be used for efficient contact management because it offers a customizable overview of the history of all interactions that have taken place with a brand. The information could possibly include list membership, campaigns or autoresponders, social media activity, contact list updating, etc.

If a user wishes to grow the email list then the best way can be to create a sign-up form and embed the same on the website. The user can either choose to create an independent form or select one from the Zoho Campaign template.

4. Attention Attracting Newsletters

The drag and drop editor combined with the simple and customizable layout helps in building a quick and easy email campaign through the email marketing software of the Zoho Campaign.

The users are not required to begin the process from scratch because there are already pre-designed templates that are suitable for use at any given time. The images that are used in an email being created can actually be enhanced, adjusted, cropped with an image editor, etc. This actually makes the visual elements of the newsletters more streamlined.

5. Report Generation

With the help of the Zoho Campaign, one can get the reports on the per campaign as well as per list basis. Zoho Campaign is a tool for email marketing that offers a detailed insight into the analytics of all possible aspects that are mentioned on the list including the data and campaign performance per list.

This involves emails that can be opened per device, email client, operating system, bounces, any unsubscribe, number of linked segments and forms, etc. Furthermore, the campaign reports also offer a detailed analytics report on performance and insights into the recently sent campaigns, the top campaigns that a user has sent, and monthly and yearly statistics.

In fact, it is very easy to compare simultaneously. The metrics include the number of opens, the number of clicks, the number of opens on the basis of device, email client and location, performance over a certain period of time, etc. The reports are highly detailed and help the marketing teams to streamline their processes in a way that results are improved in the future.

6. Marketing Automation

Zoho Campaigns assists the companies to lay stress on significant factors that govern the business by getting rid of any manual process that includes multiple tasks and automation.

One of the best examples of a subscription campaign is getting a new member or sending a message to each person at the time when a new purchase is being made. Autoresponders can eliminate any trouble by taking care of the entire process automatically without any need for manual attention.

This platform aims to help the users stay connected with their subscribers and to make engagements much more personalized. This is exactly the reason why some features such as reminders for events such as anniversaries and birthdays are included.

7. Ease of Use

Zoho Campaign actually offers a very modern and intuitive user interface which makes it an absolute pleasure to use this email marketing software. When a person first logins to the Zoho Campaign, it comes with a checklist of certain activities that one should complete creating the first email campaign and the list of updates while completing the tasks.

The technical team of Zoho Campaigns and at times the Zoho Consultant can provide a personalized demo when a person signs up for the first time. This further helps in getting started with all the important features and understanding how a person can make the software work for some specific needs. It also offers information on some webinars that can further improve the email marketing skills.

Other than this, the user experience offered by Zoho Campaigns can be counted as one of the best ever as a world-class tool for email marketing. It is very easy to navigate, intuitive, and comes with well-streamlined navigation with a drop-down menu that displays many options. Moving through every step becomes seamless and it never feels overwhelming.

Users come across some of the most helpful tips and explanations all through the app, which is available when you are using the feature as well. Almost everything is where you wish it must be and a plus button appears at the very top of the screen where a user can quickly access some of the common tasks without searching through the menus.

8. Zoho Campaigns Support

The support offered by Zoho Campaign is again exceptional. The help button takes a user to a pop-up help center, which has links to some highly knowledgeable articles, the request a demo button, and a link to the user forum that provides peer-to-peer support, some other support options, and user guides.

Zoho Campaigns also provides email support and a call back service which specifies the promptness at which support is needed by a user and also ensures that the best possible correction is offered.

Zoho Campaigns displays its support email address and a toll-free phone number, which a person a user can call 24 hours a day starting from Monday to Friday.

Final Thoughts

All the reasons mentioned above are in themselves suggestive of the fact that Zoho Campaigns is an excellent email marketing software that enhances the marketing operations of an organization.

If you want to use the functions and features of Zoho Campaigns in the best possible way, get in touch with Encaptechno that has a team of exceptional Zoho consultants. This will make sure that you get the best returns out of the software.

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CRM Servicesemail marketing software, tools for email marketing, zoho campaigns, zoho campaigns login, zoho consultant

What Is Salesforce Community Cloud And Its Advantages?

Abhinav Bhalla / salesforce community cloud, salesforce community development, salesforce consultant company, what is community cloud / CRM Services

Salesforce is considered one of the most well-liked and renowned CRM tools all over the world. Amongst all the benefits that the use of Salesforce offers, a highly useful one is the management of business operations. It offers a relentless solution to business owners along with a wide number of features.

The innumerable benefits that Salesforce offers combined with an additional number of features that prove to be highly advantageous for business organizations. One such important add-on feature is called the Salesforce Community Cloud.

In this blog, we will be discussing all about the Salesforce Community Cloud and its advantages as well. However, before anything let us begin to understand what Salesforce Community Cloud is in detail.

What is Salesforce Community Cloud?

Before knowing what is community cloud, it is necessary that we understand why we need it? To begin with, Salesforce was launched to offer expert assistance to the sales team of an organization. It introduced a method to keep the sales of an organization on track with its customers.

Not long after the launch of Salesforce, there was an official launch of Salesforce Customer and Partner Portals for managing the relationship between customers and the sales team. Sometime later than this, the name of this community was kept as the Salesforce Community Cloud.

With the help of Salesforce Community Development, the developers were presented with an option to create and get assistance for their work. The users could share the information, communicate with the customers, and partner effectively for the completion of various projects in a more personalized manner.

There are four editions offered by the Salesforce Community Cloud known as Enterprise, Performance, Unlimited, and the Developer Salesforce editions. All in all, it can be said that the Salesforce Community Cloud is like a platform that can be used for sharing information without the necessary creation of any additional user that can sometimes become a costly affair.

It assists the users to create online and customized communities that can be optimized for mobile and on-brand activities. This is done very easily with the assistance and use of some scalable templates for which there is no need for coding. Some custom components and third-party users can help the users for creating customized and personalized communities that can meet the demands of different organizations.

What makes Salesforce Community Cloud a favorite of many organizations is the multiple features that it offers. We will be discussing all of them in detail one after another.

Advantages of the Salesforce Community Cloud

1. Excellent Community Experience

The use of the Salesforce Community helps to be an excellent interactive extension of a brand with the help of a user-friendly environment. It helps in the effective customization of the solutions that match with a brand for an online community experience.

Through the benefit of integration that can happen with the business data from any system, it is possible to centralize the customers, partners, and workers for getting the work done. Additionally, the Salesforce Community Cloud also helps with automatic recommendations made based on the individual needs, behaviors, and interests that connect the groups, content, and experts for deeper community participation.

One can access the community anywhere with the help of the Salesforce mobile app or any other browser for that matter with an objective to facilitate branded and device responsive collaboration.

2. Building Better Customer Relationships

Another very useful feature offered by the Salesforce Community Cloud is that the online portals can be populated with the FAQ tutorials built with the help of a community cloud.

In addition, you can also add tutorials, some commonly searched queries, and databases while answering multiple other things from where a customer can interact with another of an organization. Upon the combination of these various resources, there is a creation of a content-rich hub for the customers that enable them to share their own experiences and find important information.

The customers can also get a very friendly response from the customer representatives and a forum thread. Moreover, they can also get a suggested answer by a fellow user or from an integrated database. In essence, easily accessing the FAQs and other important information helps the customers in finding appropriate solutions independently while allowing working on important tasks.

The Salesforce Community Cloud development gives a good overview of agents while explaining who is more active and who can effectively endorse expertise and skills. Some other features include e-commerce, community engagement, and escalation.

3. Quick Sales Channels

The Salesforce community cloud helps to directly connect with the partners, resellers, and distributors while assisting in driving much better sales. It also helps in optimizing the sharing of leads and contacts, integrations with third-party systems, sharing records, and avoiding any channel conflicts.

One can immediately take prompt action in the process of lead conversion and the marketing funds approval directly in the feed itself. In addition, it also has data sharing, dashboards and reports for ensuring the alignment of goals.

4. Faster Development

The Salesforce Community Development allows building a portal in just a matter of 30 days. In the past, portals between the companies could be created individually by the programmers who needed time to learn the different intricacies of every stakeholder for the simple goal of developing the right application using Java, .NET or PHP.

By using the Salesforce cloud platform, one can have access to the multi-corporate portal technologies that can be built into the structure.

5. Saving Money

In order to build a good relationship with the customers and the partners, a sharp ended time and dedication are needed. With the help of a community cloud, the overall cost and time needed to maintain a customer relationship can be decreased to a great extent.

The customers are eligible to access important information in a way that as you wish to show them. Moreover, the content can be created with the existing users only. There is no need to spend a lot of time maintaining the information and content because it can be populated in a pre-organized way.

With the help of a well-managed community, you will need to spend much fewer emails and support calls. In this way, you will also spend less time working with the larger community website management.

An important amount of cost-saving has been highlighted with the help of online communities all across the world and organizations. It is important for the community to save the organizational revenues in some important factors that are like the revenue increments. They are better communications, enhanced employee engagements, business cost efficiency, marketing and public relations, and new services and products.

6. Product Enhancement

With the help of the Salesforce community cloud, it is possible to create three types of communities: a customer, employee community, and partners. These communities can play the role of a powerful research hub.

With streamlined collection of data that can be communicated and proper observation, you can get the most meaningful and uncommon data of the customers, employees and partners. It is also possible to offer and highlight some features of a product or a service which can be needed for a customer.

The customers can access the solutions of most asked and required questions very easily. It has been seen that online communities help many marketing and community leaders to effectively manage customer relationships and listen to what the customer needs.

7. Better Employee Productivity and Engagement

Different teams can be grouped together on the basis of events, campaigns, or projects for accessing relevant information with the help of structure.

With the help of syncing files in a centralized location, the employees can easily access the right files that are needed in a context that they get embedded with core business processes.

The Salesforce Community Cloud comes with tools that help in empowering and fostering an innovative workplace and collaborating ideas.

8. Enhanced Value and Support

The Salesforce Community Cloud is a pre-built framework that provides a considerable value for the process of developing a custom application that can be maintained and enhanced with time and with the help of some internal resources or the development tools.

The custom in-house solutions are also useful in increasing the cost of integration with the CRM, customer service solutions, and marketing automation programs. The support of a SaaS-based community cloud requires fewer resources and can be effectively handled with the help of a Salesforce administrator rather than the IT.

9. Integration Friendly

One can use the native integration to the Salesforce community or even build a custom API to another backend system for connecting the data in disparate systems so that the right users can access the right data in real-time.

One needs a complete view of the customers and partners for offering the best services at the right time and report the performance within a closed-loop approach.

10. Mobile-Enabled

Another highly useful feature of the Salesforce Community Cloud is that it is already mobile-enabled. This means that there is no need to create a different mobile component that can help in considerably increasing the cost.

It is important to keep in mind that there might be a need to streamline for mobility with responsive design while considering the customized branding, user experience, and process specific to the requirements.

With the expert assistance of a Salesforce Consultant Company, it becomes easy to gain expertise in mobile and community cloud deployment which is in itself considered important for the success of an application.

Conclusion

The reasons for building employee communities in Salesforce are more or less the same as the partner channels of sales and customer service. The Salesforce Community Cloud is known to offer a one-stop solution for asking questions, reviewing the schedules, different log cases, finding the training materials, managing expense reports, searching the knowledge database, and collaborating with the co-workers.

In case you are looking for a Salesforce consulting partner then Encaptechno can be a great choice for assisting you in implementing the CRM functionalities. Get in touch with the team of Encaptechno to learn more.

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CRM Servicessalesforce community cloud, salesforce community development, salesforce consultant company, what is community cloud

Build A Happier Workforce With Zoho People

Abhishek Sharma / cloud based hrms software, hr management, hr solutions, zoho people, zoho people login / CRM Services

The success of an organization depends on its people. Therefore, a comprehensive and cloud-based HRMS software is an integral part of the IT ecosystem for the business. With a wide number of key modules to define the structure of an organization, manage the employee information, and gather the input, there must be a solution that offers a paperless alternative to the tedious work.

These HR Management solutions can go a long way in getting the best out of a workforce and people. With this thought in the mind, the Zoho People was developed in the year 2008 to complement the suite of business applications. In the years ever since, the team of Zoho has been dedicated to evolving Zoho People along with the needs of HR across various industries, adding new features and improving the present functionalities.

From a set of HR tools that can simplify how an organization is overseen, a comprehensive leave and attendance management system can be added, which can then serve as an intricate performance module, help in flexible automation, and offer customization tools as well.

In this blog, we will understand how to build a happier workforce with Zoho People. However, before that, let us begin by understanding what Zoho People is in detail.

What is Zoho People?

Zoho People is actually a cloud-based HRMS software that is developed by the very famous Zoho Company. It is an important part of the full suite of the web-based business applications that are targeted at small and medium scale organizations. Zoho People allows users to manage their workforce and contracts. It is very easily customizable and is packed in a neat and simple interface just like all the Zoho solutions.

With the help of Zoho People, an HR team can easily access the information from your on-site computers or their mobile devices. This makes employee communication way easier because the workforce gets a chance to check their schedules on smartphones and tablets. In addition, the employees can request time-offs from there and submit their reports as well.

Moreover, the platform also enables all the employees to communicate and collaborate at any time using a secure internal company hub powered by Zoho. From a management point of view, one can use Zoho People to sync the data with the other systems and make use of accurate and real-time analytics. The best thing is that Zoho People is offered at a very flexible pricing scheme which is just perfect for small and medium enterprises. Zoho People is best used with the other modules in the Zoho suite.

The benefits that are offered with the Zoho People login go a long way in building a happier workplace. Keep reading to know more about these benefits and understand the functionality of Zoho People in complete detail.

1. Centralized Information

With the help of Zoho People, one can centralize the records and have all the employee information available in one secure hub, which is then accessible to the permitted personnel via any device. The platform uses webhooks and open APIs for making the entire system customizable and scalable. This further signifies that it will seamlessly integrate with the current software investments as well as the future changes that might seem fit.

Zoho People also enables in processing the performance appraisal cycles. There are tracking and goal setting features to strengthen data analytics and performance at the same time. A well planned and a self-appraisal feature is also available for getting the employees to be much more reflective of their performance and position. This gets enhanced with the help of a 360-degree feedback feature that improves the reviews and collaboration.

In addition, the employees and managers can use the Zoho People to prioritize the tasks, create various checklists, approve actions, schedule alerts, and manage integrations amongst other things. Besides this, reminders, notifications, and feeds are also available in real-time. This helps in keeping everyone on the board when it comes to reviewing the status of projects. Moreover, the employees and managers of an organization can also communicate effectively with the help of Zoho People. All this is accessible with the help of devices running on iOS and Android.

2. Employee Benefiting

With the help of Zoho People login, not only the managers but the employees get benefitted as well. This means that Zoho People is not designed to help the managers but also the workers in the organization. It is rather made to be very comfortable and accessible through the help of its self-service portal.

In this platform, the employees can update their HR data by themselves if they change their residences or civil status. They can also log in to the portal and update their time and attendance data themselves.

In addition, the employees can file their travel requests, travel documentation, and reimbursements if they ever find themselves caught in a scenario of sales appointments or attending conventions. Processing all of these both from the employer’s and the employee’s perspectives is made way easier with the integration of an HR Management solution like Zoho People.

3. Drag and Drop Customization

Zoho People comes with built-in forms that all the human personnel might need such as the leave request forms, training request forms, different kinds of claims, and much more.

The drag and drop customization feature come in a huge benefit in the sense that it helps in dragging and dropping fields while editing their properties and having forms unique to the company’s requirements. These forms can also be integrated with the Zoho Wiki as an embedded form with the company’s intranet for increasing the efficiency of staff and doing away with all the paper forms.

For instance; if a member of an organization wants to take leave for a week then all they would need to do is to just navigate to the relevant section in the company wiki and submit the leave request accordingly, which will then get approved by the manager. This leave date gets logged into the Zoho People against personal record and can be exported at any time when it is required.

4. Efficient Data Management

The HR data is very often spread in multiple tools. There are numerous applications such as HCM, Finance, Payroll, etc. The entire process of connecting these data points becomes the most difficult part of every platform if purchased from different vendors and built on a different code base.

With the help of a cloud based HRMS software like Zoho People, the entire game of data management changes. The thing with Zoho People is that it has its own analytical engine which is used as a business intelligence tool. When used with Zoho Reports, it helps in connecting the data from multiple sources and brings them into visually appealing dashboards. This helps the HR departments to take informed decisions with extremely important and insightful data points.

The implementation of an HR solution like Zoho People helps in handling the administrative and data side for companies while saving the HR employee time. Besides this, the technology also has a self-service option that enables the staff to access the data held on them and manage other details. HR teams can moreover notify the staff and take relevant actions needed to make company announcements or change policy updates.

Zoho People actually offers an affordable and an essential package priced nominally with the addition of more features such as a complete feedback, additionally priced modules and the timesheet management.

5. Performance Management

It is important to understand that the people of an organization are entirely responsible for driving a business. The better the reviews, the stronger is the performance of an employee. With the help of Zoho People login, organizations can access continuous feedback systems while evaluating employees with customized performance appraisal methods.

Performance management also allows peer review through which the employees can review their peers and can in turn be reviewed by them all through the year. Peer review helps the manager to gather important insights about all the members of a team. Additionally, if the employees do not wish to reveal their identity, they can choose to give anonymous feedback at any time.

Other than this, there are also benefits of multi-rater feedback for getting everyone’s input, setting goals to achieve growth, tagging your skill set, assessing the KPAs, checking employee competence, offering continuous performance reviews, streamlining appraisals and recording a detailed performance on the basis of reports and analytics.

6. Employee Training

All organizations are different in the way they operate and in turn all the workforces are different too and so are their learning needs. The learning management system offered by Zoho People is actually an intuitive and a cloud-based feature that streamlines the training across an organization while enabling fast and much better learning experiences.

Irrespective of the industry to which an organization might belong, the Zoho learning management system helps in building a culture that helps in adapting to different learning styles with benefits like self-paced learning and blended learning.

Besides this, benefits such as end to end customization, creating an engaging learning experience, having an integrated training and learning platform, getting regular insights into the training program are some other pros of the learning management system.

7. Seamless HR Management

To make sure that an organization experiences a seamless HR management, Zoho People offers all the tools that are needed for helping the HR staff and the employees to stay efficient, productive, up-to-date and manage things on the go.

Some of the benefits such as attendance tracker, onboarding, leave tracker, keeping track of time, and handling the shift schedules are what make seamless HR management possible.

Conclusion

All the people who work in an organization including the employees, HR staff, managers, etc. deserve the best working experience. With the implementation of the Zoho People platform, it is possible to offer a customer-like service experience and bring the HR service delivery to a central and more integrated place.

With the assistance of self-service options and solutions like case management, employees can have easy access to all the services they need while freeing up the HR for any non-routine task.

The team of Encaptechno helps in expert implementation of the Zoho People platform that helps organizations for working with people at any time and at any place. If you wish to do more on the go then get in touch with the team of Encaptechno today and get the process of Zoho People started.

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CRM Servicescloud based hrms software, hr management, hr solutions, zoho people, zoho people login

Steps To Get The Most Out Of Salesforce For Nonprofits

Abhishek Sharma / npsp programme, salesforce cloud consultant, salesforce for nonprofits, salesforce npsp features / CRM Services

Salesforce is a popular customer relationship management application that allows organizations to efficiently manage their relations with stakeholders. As a well-renowned solution for for-profit businesses, Salesforce has garnered a great place as one of the best CRM software options available in the market. There are many companies that depend on salesforce for operations, sales, and marketing.

However, this is applicable to for-profit organizations. When this comes to nonprofits, the focus is usually shifted to individuals, clients, and beneficiaries, employees and volunteers, government and corporate houses, etc.

The use of salesforce for nonprofits enables charities to manage and synchronize the data relevant to the interactions with stakeholders for purposes such as increasing the charitable income, effectiveness of the program, resource allocation, and saving the associated costs.

The salesforce npsp programme is available at a special rate for the nonprofits and comes with all the important features. It is highly functional software that allows different departments of a non-profit organization to coordinate, communicate, and share important data that helps in achieving programs and fundraising objectives of an organization.

Using Salesforce For Non-Profit Organizations

All Nonprofit organizations are initiatives that are created to assist members to achieve some goals that are not aimed at generating profits, rather goodwill and bringing a change. To make sure that these NPOs achieve their goals in the right way, they are in need of highly structured communications that help in both internal and external collaboration.

The nonprofit organizations can access Salesforce with the help of a charity concession that comes in the form of a nonprofit success pack. Regardless of whether a nonprofit is small or large, the salesforce npsp features help in customizing everything based on unique requirements.

While working with a partner, the nonprofits have a tendency to deploy a purpose-built system way quicker because a partner is seamlessly able to extend the already existing vast capabilities of the software that focus on the time consuming and resource-heavy tasks.

This further goes on to ensure that the software gets tooled around the specific requirements of a particular nonprofit organization. It also frees the nonprofit teams and enables them to spend much more time focusing on the insights, developing stronger communities, and delivering long-lasting impact with the aid of customized solutions.

Steps to Attain Maximum Benefits from Salesforce For NonProfit

1. Event Management

A fundamental thing that helps in running nonprofit organizations is the recurring fundraiser events. By just planning a variety of fundraisers, there will be a dire need for efficient management and being in control of factors such as logistics, marketing, guests, and much more.

By using the salesforce npsp programme, NPOs can have access to all the event management features combined with a comprehensive view of efforts that help in streamlining multiple event-related tasks.

Although some of the Salesforce built-in features can be used for planning and managing events, to get the best possible benefits, it is recommended that one uses the native Salesforce app so that the CRM functionality gets increased. With the use of the correct Salesforce application, it becomes possible to manage all the important elements without feeling any need to leave the CRM system.

With the salesforce npsp features such as event registration, logistics management, and guest experience, maximum benefits can be availed from the system.

2. Including Stakeholders

It is extremely necessary to always be conscious of the knowledge that a tool is not supposed to define or drive a business process. However, it must facilitate, help, and automate the various business processes.

Oftentimes, there are many customers who include any inefficient processes in the final requirements. However, on due comprehension, it is always understood that the inefficiency is always a result of unnecessary limitations of the tools.

When the business processes are analyzed, it is suggested that the discussion of solutions must be kept out of the conversation in the initial times so that the focus is shifted on what is needed and not on the process by which the goal will be met.

With the salesforce npsp programme, it is possible to involve the stakeholders in building out and reviewing the business process maps. There can be no nuances to the business processes because all the end-users will always be aware of what is transpiring. Additionally, everyone can be included in the business processes while no need for anyone to be perceived as resistant.

3. Marketing and Communication

Irrespective of whether an NPO is trying to market itself with the help of fundraising projects or it is inspiring the supporters to donate, the marketing and communications initiatives have a massive impact on the fundraising and engagement strategies.

With the implementation of Salesforce Nonprofit success pack with the help of salesforce cloud consultant, efficient communication is enabled. It can become overwhelming to communicate with so many channels because making the decision to connect with supporters and tracking efforts within a CRM becomes difficult.

What happens with Salesforce is that nonprofits are able to manage the marketing and communication in a holistic way while taking benefits of relevant and engaging channels like email marketing, direct mail, and social media.

Regardless of the kind of communication that is chosen to employ, the Salesforce for nonprofits makes it simple to organize and segment the recipient list, design professional marketing collateral, and track various responses and interactions.

4. Reports and Dashboard Management

With the data compilation done in the Salesforce, there is a need for a way that makes the stored information meaningful and helpful. The version of Salesforce for Nonprofits comes with a wide range of in-built reporting and dashboard management tools that ensure a comprehensive interpretation of different data sets.

Furthermore, Salesforce helps in posing questions that generate custom reports. This enables one to display the reports visually using the dashboards. In matters such as donor acquisition, survey responses, and fundraising progress, the reports and dashboard management proves to be of immense benefit.

With the reports generated by using the Salesforce for Nonprofits, one can have a clear view of how a non-profit is performing in all the important areas so that one can move ahead with a well-defined vision.

5. Integrated Data

The fundamental purpose of Salesforce is to make sure that connectivity between internal and external aspects of the nonprofit business is made in a seamless manner. In doing this, the Salesforce for Nonprofits unites multiple stakeholders such as volunteers, partners, clients, and employees by the means of an accessible platform.

This further makes sure that a streamlined use of data, analytics, automation, and nonprofit tools that are an important part of the platform are used to deliver much more personalized services and fundraising campaigns.

When a brand is consistent in terms of making a brand presence, the relationships get strengthened, donors are encouraged to become long-lasting patrons and the overall efficiency in service delivery and program reporting gets increased.

With the help of the Nonprofit success, pack enables to manage the relationships, reporting, and fundraising. It is a great solution that is designed for your needs and helps in getting the maximum out of Salesforce.

Factors such as team collaboration and retention are known as important challenges for charities. The nonprofits can use Salesforce for personalizing the donor communication and building an ongoing relationship over all channels with a unified platform that employs all departments for sharing and accessing information, partnering, and achieving consistent messaging.

6. Monitoring Interactions

Another important benefit of tracking the interactions with the help of the Salesforce npsp programme is that it gives the employees an instant insight into the entire organization. The Salesforce for nonprofits deploys analytics that displays a wide range of data dashboards.

The dashboards offered can be used by the managers or the entire staff for seamless management of data, viewing the revenue funnels, and making decisions on which opportunities must be explored and the resources that should be used so that complete organizational strategies are realized.

7. Price

The implementation of Salesforce for nonprofits comes with many benefits and attractive aspects. However, one of the most important ones is the price. The Salesforce software is offered for free for a nonprofit organization that has up to as many as ten users.

Even though the process of customization comes with various costs associated with it, a significant part of the financial burden is taken off from the NPO organizations. In addition, it is an amazing customizable solution.

Some of the most popular and experienced nonprofit organizations find Salesforce for Nonprofits to be immensely helpful software. These are the organizations that have spent a good period of time focusing on the needs of their organization. On the other hand, the matter is different from the small organizations on account of the fact that they experience major growth from time to time.

The development strategies make it way more difficult for smaller organizations to know and understand the configuration needs. Hence, investing in Salesforce and handling the customization of this software can sometimes seem difficult. The good news is however that despite the big or small size of an organization, the important step in the Salesforce configuration process is acquiring and implementing the Salesforce Nonprofit success pack.

Conclusion

Salesforce proves to be an exceptional tool for the nonprofits because it is configured in a manner that only the best meets the needs of any NPO. The implementation of the Salesforce tools helps in improving the effectiveness of a nonprofit organization, which is a powerful step in creating a better impact for any cause.

When non-profit organizations understand that they can use Salesforce as holistic support, they are able to get the maximum returns from the software application. The use of Salesforce with the support of the Salesforce cloud consultant leads the team to find the right money needed for spreading the word about a specific cause.

Encaptechno is an organization that can help in suitable adoption, persistent implementation, improved performance, and much better results obtained from the Salesforce for Non-profit . In case you are looking out of implementing the software application then get in touch with the team of Encaptechno to know more.

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CRM Servicesnpsp programme, salesforce cloud consultant, salesforce for nonprofits, salesforce npsp features

Boost Your Sales Activities With Zoho SalesIQ

Abhinav Bhalla / live chat customer support, sales management, zoho salesiq, zoho salesiq login / CRM Services

The world that we are living in today is governed with effective communication and technology as some of the most important driving factors of interaction between two people or parties. Rather, we are so used to communicating in the bat of an eye that now it is almost impossible to imagine a world without seamless integration of smart devices and continuous communication, all thanks to the internet and the cloud-based functionality.

It is with the progressive changes that we have been encouraged to speed up our innovation, ideation, and the enhancement of different operations. Any time when there is an update in any software that we use frequently, we might feel overwhelmed with the new functionality offered by that software. This type of ongoing and persistent innovation is the reason why some business owners might feel that they are not using everything for growing their business.

With ongoing education and training for these advancements, understanding the innovations becomes easy. Even though the world that we live is increasingly connected, it can sometimes feel as though we are more disconnected than ever and this is right where the Zoho SalesIQ comes into the picture by helping up stay informed, knowledgeable, and innovative about different operations and strategies.

When it comes to the expectations of the customers, the Zoho SalesIQ can be extremely helpful in making a difference between a broad funnel visitor and a qualified lead. By encouraging the customers to go ahead with the Zoho salesIQ login, one can encourage the customers to be satisfied with the overall experience while also making the website personalized. This is how the implementation of Zoho SalesIQ can help in personalizing and growing your business simultaneously.

What is Zoho SalesIQ?

Zoho SalesIQ is actually website visitor tracking and analytics software. It allows monitoring the visitor tracking behavior in real-time and offers live chat customer support as well. With the Zoho SalesIQ login, one can create predefined rules for triggering some actions that can help in engaging proactively with the visitors. Zoho SalesIQ helps in sales management because it helps in engaging with visitors and optimizing conversions.

Additionally, Zoho SalesIQ helps in determining new and returning visitors, offering a personalized experience to the returning prospects, and driving even more sales. The SalesIQ software is actually like lead generation software for the marketers because it helps in scoring the visitors based on the website browsing behaviors. Organizations can define the rules by differentiating the prospective leads based on website usage. There are multiple criteria pre-defined in this software for the lead scoring like the traffic source, current page, country, and many more.

Now that we have gained a good understanding of how the Zoho SalesIQ works, let’s get on to understand more about how it boosts the sales activities. Go through the points mentioned below gaining a comprehensive understanding of the benefits offered by the Zoho SalesIQ.

1. Live Support During All Times

The customers operate during all times of the day. This is in the sense that these behaviors might be inconsistent per day or week but they can most definitely be at any time of the day. A customer might look up something that is needed at night or during a short break in the middle of a busy workday. Regardless of the need of this customer at any time of the day, it is likely that they will need help or have questions about something or another.

Even though the organizations have implemented the digitally designed system at the present moment, but because of multiple instances that ask for multi-tasking, it may not always be possible to uncover the answers at the right time, and this where the Zoho SalesIQ comes into the picture with functions like live chat customer support and many others.

From guidance to step by step understanding of what the need of a customer is, the visitors on a website can feel as though all of the needs are being addressed in a simple and an effective way. In case the bot option does not seem to be enough, the consumer can still ask for expert human assistance options, which can be used to decide the specific need and that too on an immediate basis.

2. Extended Customer Support

Zoho SalesIQ is actually an innovative software that is designed to analyze customer behavior to derive significant insights that help in boosting the marketing strategy and increasing sales. Other than that, the solution is such that it allows the business to offer the best possible customer service experience.

Businesses can be there for their customers and respond to all their important concerns anytime they need assistance. By offering this exceptional customer service, businesses can improve their conversion rates considerably.

What’s more, is the fact that Zoho SalesIQ makes it very simple for the businesses to transform the customer questions into important sales indicators that can streamline the business decisions effectively.

3. Tracking the Visitors

The implementation of the Zoho SalesIQ helps in identifying and looking up the ways in which visitors on a website interact with the content and pages. In case there is a particular destination that a business aims for generating conversions in, then the Zoho SalesIQ can be used to establish a trigger that prompts and engages the highly qualified visitors.

This further helps in identifying the best possible way of getting more traffic to a destination if the engagement tips work properly. It also helps in understanding the insights that might come out of a conversation.

With the help of this valuable knowledge, the teams within an organization are in a position to make strategic decisions about the website experience. In addition, this also encourages personalized customer interaction and the best time to engage with the audience.

4. Expanding Valuable Prospect Engagement

All the leads that are highly sought after can be sent to the Zoho CRM as the identified leads. This allows the teams in charge to take just the right action that can be used in following up with the leads so that they can appropriately turn into dependable conversions.

The data used can be used to enhance the relationship with the leads in the future at the time when user engagement is much higher. Once the customers reach that level in the funnel, it is always sure that they will return and increased ability to stay in the upcoming future.

5. Lead Generation

In addition to all the benefits mentioned above, the Zoho SalesIQ also includes an advanced module that facilitates communication. This module works to streamline effective communication between an organization and its customers. It also makes it easy for the users to generate and score some leads while further helping the businesses to pursue and work on all the good visitors only.

The best part of this communication module is that it enables businesses to respond to all requests regardless of the amount of traffic that might come on a website. In addition, it also allows the businesses to leave a long-lasting positive impression on every visitor and this is extremely beneficial in the long run.

6. Score Generation For Leads

People land upon a website from all walks of life, mindset, and all kinds of sources. They might be browsing or doing some extensive research to determine what is best for them before finally reaching on a website.

Other than this, they might also be deeper into the decision making the journey while making some final comparisons. If all goes well, they can quickly convert and become a customer for a business.

Now, all the different levels that a customer goes through until the conversion does not happen can be labeled in Zoho SalesIQ. The main function of these labels is to identify the new visitors as they reach on a website and articulate the messaging that must be used at every possible stage.

7. Multi-device Capabilities

The world that we live in demands us to be on the go during most hours of the day and multi-tasking with almost everything that we do. Implementation of the Zoho SalesIQ helps in this scenario.

Since Zoho SalesIQ is available for all the devices, the teams across various disciplines can ensure at all times that no important information is missed out and opportunities for engagement get maximized at the earliest.

8. Analytical Learning and Action

With the type of tracking capabilities that are offered by the Zoho SalesIQ, businesses can learn a lot about the behaviors of their audience and what do the activities of the audience say about a website experience or even the future visitors

As an increasing amount of data comes in, the analytics become much more detailed and thorough for better instruction, managing the website, and customer engagement in the future.

9. Intuitive Sales

The final and most important objective of all organizations is to turn the leads into sales with an effective sales management As the Zoho SalesIQ can route the ones that are ready to convert to the proper sales channels to finalize the leads.

The leads often get lost at the last moment so this point is more important than everything else in capturing the leads, making the sales, and improving the engagement for the future. That data is then converted to the Zoho CRM so that the rest of the team can access the data just as it’s needed and moves forward effectively with the information.

10. Multiple-application Integrations

The various applications play an important role in keeping everything on track for almost every leg of the business operations. The Zoho SalesIQ helps in integration by an impressive suite of applications and platforms.

This suite of applications is the one that a team is using already so this means that there is never a delay in important actions that must be taken or any possible disruptions in the business operations that keep both the teams and employees happy.

Conclusion:

Implementation of Zoho SalesIQ is the best way to engage and retain the customers in an instant messaging space. It helps significantly in growing the business. If you have been considering or wish to implement the Zoho SalesIQ then, feel free to get in touch with the expert CRM specialists of Encaptechno for the best results.

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CRM Serviceslive chat customer support, sales management, zoho salesiq, zoho salesiq login

Benefits of Implementing Salesforce CPQ

Rabia Bajaj / salesforce billing software, salesforce cloud, salesforce cpq, salesforce cpq implementation partners / CRM Services

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?

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

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

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

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

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

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

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

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

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

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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CRM Servicessalesforce billing software, salesforce cloud, salesforce cpq, salesforce cpq implementation partners

An Overview Of Zoho Cliq And Its Features

Abhishek Sharma / team chat app, zoho cliq, zoho cliq login, zoho partners / CRM Services

It comes off as no surprise that the implementation of Zoho CRM comes with much better and streamlined business operations. Zoho is known for making exceptional-quality and cloud-based business software applications that do not cost much. The team chat app of Zoho called the Zoho Cliq is no exception in this case.

A thoughtful and quick messaging app, Zoho Cliq borrows some of the best ideas from its competitors and adds a special paneled layout so that numerous interactions that go on between the members of an organization can be viewed. Zoho Cliq costs really less than any other application that might be in this space. Additionally, in terms of features and other integrations also, it is a great option to ensure maximum productivity and minimum costs within an organization.

In this blog, we will understand all the features that can come with Zoho Cliq. However, let us first begin by understanding Zoho Cliq in detail.

What is Zoho Cliq?

Zoho Cliq is actually a chat platform that can be accessed free with emails, the Zoho CRM, and Zoho One subscription. One has the option to choose this team chat app separately but there won’t be any chance of using the platform for its true capabilities.

With the help of Zoho Cliq, organizations can streamline their communications and move their work forward. The communication gets much more organized and simple because it presents easy to find information by connecting the tools that you will love.

In the present time and age, there are so many platforms to choose from when it comes to chatting with your team members. The reason why Zoho Cliq stands out amongst all of them is because of the benefits that it offers. It brings everything that matters for an organization in one place.

Let’s look at the features offered by Zoho Cliq one by one:

1. Group Chats: The most important function of Zoho Cliq is the fact that it creates space for group chats. One can create an account, set up channels, and invite people to join. These channels become open to any member of the account for joining or inviting someone. Every channel gets represented by a name and a certain description which is optional. It is very common for companies to have these channels for departments, teams within the departments, projects, and socializing.

That being said, the channel feature is not the only way in which the individuals can have a conversation. Zoho Cliq is a team chat app that also supports direct messages with individuals and groups. One of the most important aspects of Zoho Cliq is the columnar design with which it comes. As more and more channels begin to join and messaging with people gets opened, each chat opens its panel or column.

The more the number of chats you open the more columns are likely to fill your screen. The layout is actually simple and organized because it allows you to open more than one chat window at any particular time. You can reference any conversation while replying to another. However, the columns cannot be rearranged at will because that will feel like a big oversight.

With most of the other online apps that are using this layout, one has to drag and drop the column for reordering them. However, in Zoho Cliq, the only way in which the columns can fall in order is by closing all the windows and then opening them sequentially in a preferred order.

2. Tracking Conversions: A common problem that many messaging apps have struggled to solve is that tracking the conversions that happen between team members becomes hard. When someone asks a question or begins a conversation in a channel and if it might get delayed in the sense that the other person does not reply timely then the conversation flow might get skipped.

Another scenario is multiple prompts in one conversation might lead to missing out on many questions asked by some team members. When your Zoho partner implements Zoho Cliq for you, one of the best features that you will discover is no ignored conversation. When a post that asks for additional follow-up separates from the rest of the channel, it can be forked to a private message.

The forked conversation, in fact, will appear as an independent selection in the list of channels and direct messages on the left with the annotation of Forked. This feature proves to be beneficial for the people who work in different time zones and might feel the need to catch up on a day’s worth of conversation in one sitting only.

3. Apps and Integrations: Zoho Cliq is also available as a web app and desktop store apps for Mac, Ubuntu, and Windows. There are mobile apps for iOS and Android. Zoho helps in making a wide range of online business applications from its popular CRM software to a project management platform. Zoho Cliq effectively works with other applications in the portfolio of Zoho CRM.

In addition to this, it also supports integration with some of the outside applications such as Dropbox, Google Drive, Trello, Zendesk, GitHub, etc. This actually signifies that you can take reports, contact information, invoices, or any other data you require and send the same with the help of Cliq. It only takes one-word commands for initiating the action and is an easy way to communicate important information.

With Zoho Cliq login, you can also make custom integrations with Zoho flow, an integration service that is very similar to the IFTTT, Zapier, and Integromat. You can use Zoho Flow and the drag and drop feature that it comes with for creating integrations with other applications and services. In case you do not know how to code, even then you can create simple integrations. However, in case you wish to get much more advanced, a little knowledge of coding might be helpful.

4. Use Taz and Bots For Reminders: Chatbots are extremely convenient tools to work with. As a default feature, Zoho Cliq comes with a bot called Taz which is made by Zoho natively. You can use Taz for sending messages to yourself for saving important things, setting reminders for important events, and creating events that you would want to attend otherwise.

There are other bots available as well such as Deskbot which is tied with the Zoho Desk application only. The bot actually sends the reminders when a ticket is assigned to you or when a customer replies to a ticket and needs to take some action on a ticket.

It must be understood that customer service is everything and Deskbot helps in staying up to date with your tasks. You can also add more bots if you please.

5. Ease of Access: Zoho Cliq comes with an ability to be accessed in multiple ways. Once can access it via desktop applications, mobile, tablets, or browsers. Not just this, in case you are working with a number of Zoho applications, you are likely to find the Cliq bar on the bottom of your browser so that you can begin to communicate while working with other applications simultaneously.

In fact, you can also begin a conversation on your mobile, continue the same on the tablet and then finish it from the desktop itself. This way, you will not lose any chats and you will also not have any hassle of downloading the chats because you will be able to see all your chats instantly.

As opposed to any other applications, adding a new user to any of your Zoho Cliq channels means that the new user will be eligible to access any older chats prior to the time at which they were added. All that a user has to do is a scroll in the upwards direction and it will become possible to access the complete chat history. This additionally means that finding the messages will become very easy.

6. Extensions: With the Zoho Cliq login, you can be sure about downloading a variety of extensions from the Zoho Marketplace. You can also connect your Google Drive, other Zoho applications, Dropbox, etc. with the integration of relevant extensions. In addition, you can also download extensions such as the meme extension that allows you to post interactive memes in your chat quickly.

An entire list of the extensions that can be integrated is easily accessed on the website of the Zoho marketplace. Zoho makes sure that the extensions are published and created to the Cliq Marketplace.

7. Video Calls and Screen Sharing: In addition to all the features offered by Zoho Cliq, there is one other feature and that is video calling screen sharing. This makes connecting with your team members much easier and interactive. You can talk to a team member sitting across the world thinking that he/she is sitting right in front of you.

All you need is a stable internet connection and you will be able to make video calls, audio calls, and share your screen effectively with your peers. This can also be done with the group chats.

8. Additional Features: Zoho Cliq comes with a feature called PrimeTime that enables anyone with the right permissions to host a one-way video stream that can be seen by anyone in the organization. This feature is extremely useful for all the town hall meetings, announcements, and presentations.

Some of the fine details assist Zoho Cliq to stand out from other business messaging applications as well. When you have a private chat with someone who might be on a mobile device, you spot a smartphone icon next to that person’s chat. This ends up being extremely helpful for exploring how soon a response might be delivered.

Moreover, when you are using a mobile device, you can choose a location feature that tells your colleagues about your location. You can also adjust the setting for alerting them to finding the specific location or the city.

Conclusion:

As it is evident from all of the information mentioned above, Zoho Cliq is actually an extremely functional and helpful team chat app that streamlines the communication. There are multiple integrations that can be used with the help of Zoho Cliq and it can also be used for setting reminders.

As a platform, it comes with an ease of accessing from different devices, be it a PC, tablet, or a mobile. You can switch between the devices very easily and access the older chats of different groups that you were not present in before.

Zoho Cliq comes with a good combination of effective business and communication which makes it great assistance for building effective culture within an organization. In case you want any assistance in setting up Zoho Cliq, you can get in touch with the team of Encaptechno and we will be extremely glad to assist you in all possible ways.

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CRM Servicesteam chat app, zoho cliq, zoho cliq login, zoho partners

Best Practices For Successful CRM Implementation

Abhishek Sharma / best crm systems, crm consulting, crm implementation, crm services, crm specialist / CRM Services

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.

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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CRM Servicesbest crm systems, crm consulting, crm implementation, crm services, crm specialist

Track Your Social Media Channels with Zoho Social

Abhinav Bhalla / social media marketing, zoho social, zoho social login, zoho social media management / CRM Services

The world that we live in today is being directed and operated by social media tools. Since these tools connect people across countries and continents, they are being used to maintain personal interactions, expand businesses, and stay in touch at every moment. This naturally amounts to the fact that businesses need a strong presence on social media if they want to be seen or heard by the masses. Where the small or medium-sized businesses can begin to engage their target audience with these tools, the large businesses can expand their reach innumerably.

If you are an entrepreneur who is trying to build a good social media presence, then for starters you should know that you are on the right path. However, from here on, you will need a tool that can track your progress and measure how much you have grown over a certain period of time on social media channels. The perfect fit for this tool is Zoho Social.

All business owners can govern their presence on social media while ensuring that it leads to good results. In this blog, we will see the different ways in which one can track the social media channels with Zoho Social, but before doing that, let us start by understanding Zoho Social in detail.

What is Zoho Social?

Zoho Social is actually a social media marketing tool that assists the organizations to build and expand their online presence. With Zoho social login, the users can reach the right audience at the right time so that engagement can be created with the right messages.

The users can operate numerous social media accounts, schedule posts, and manage all of them at once. Zoho Social allows the social media marketing team to collaborate with multiple accounts with the same standardized dashboard. It helps in tracking the marketing revenue that is spent on social media so that streamlined budgeting can take place.

With the help of Zoho Social, one can publish content a lot more effective for the target audience. Not just this, informed public decisions can also be taken with the help of analyzed data. Once the social media marketers will be able to engage their audience better and listen to their feelings in real-time, it will become easier to initiate a fruitful interaction.

Zoho social media management enables businesses to understand the pulse of the market and all sentiments surrounding their products, services, and brands. This data is accessible via detailed reports that can be shared with the social media teams, other departments, or the senior executives. In addition to working seamlessly with all the important social media tools, Zoho Social can also be integrated with the Zoho CRM and other modules present in the Zoho Suite.

Now that we have gained an understanding of Zoho Social, let us now begin to understand how it helps in tracking the social media channels.

1. Publishing and Monitoring: The Zoho Social software offers numerous publishing features which enable to manage the social media pipeline effectively. With the help of these features, a comprehensive publishing schedule can be created and engaging posts can be published for the target audience.

In addition to this feature, organizations can create customized monitoring dashboards that can be managed by users for tracking and personalizing the screen with the required view. In this dashboard, it is also updating the last interaction that was had with the customer.

2. Automated and Targeted Engagements: There are many people who feel that automating social media processes leads to impersonal engagements. This, however, does not hold true for all cases and in all situations. There are tools like Zoho Social balance and high-quality engagements that allow the users to see the social landscape and discover the best people to engage with on social media.

With the help of integrated data, one can customize the messages, media, and posts based on the liking of the audience so that they can be published at a time when the target audience is active.

The Zoho Social’s SmartQ prediction engine makes all this extremely simple. This tool considers all Facebook posts by time zones and locations. Moreover, the bulk scheduler option enables users to create multiple posts while scheduling their publishing time in just one sitting. This can be done either with a PC or on mobile.

3. Smart Collaboration: With the help of smart monitoring and collaboration tools, the users can track customers while basing their outreach strategies on accurate data. This is further complemented by the Brand Inbox feature that offers a single view of all messages over the platforms.

With the help of Zoho social media management software, conversations can be tracked in a way that one can stay updated because the communication history with the customers is available within a few clicks. Furthermore, the search function is such that it enables you to stay up to date with all the hashtags and events while finding prospects. One can save their searches in case they wish to return to them in the future.

In addition, Zoho Social’s collaboration features enable multiple users to work together and think of ideas for content, publishing schedules, and engagement tactics. Zoho Social comes with a good mix of smart monitoring and collaboration features that are just perfect for the social media team of any consultancy firm. If used up to their complete potential, these features give the best possible results.

4. Social Media Analytics: Analytics is an important assessment of the result that the efforts taken by the team have amounted to. Social media analytics comes with many tools that are used for the analysis of company branding with the social media website.

These tools do the job of monitoring, analyzing, and providing deeper insights with all the information gathered through the blogs and other media websites. Organizations can track their progress and be aware of all the steps that have resulted in something good with the help of this tool.

Hence, Zoho Social results in advanced analytical techniques that are also a part of this software. It helps in understanding customer behavior which plays a major role in social media analytics software. This analysis further helps the users in marketing to build their brand with the content that has a high demand.

5. Easy to Use: The Zoho Social is recommended as one of the best methods to track social media channels because of another reason which is that it is easy to use. It comes with an interface that is very simple to understand and manipulate.

In addition, it comes with a social share plug-in for web browsers like Firefox and Chrome which further allows the users to share content instantly form the same browsers and windows.

6. User Satisfaction: At the time when a marketer makes a decision to buy a social media management software, it becomes necessary to base the final decision on the reviews of the users who have had previous experience with using that software. This means that in addition to seeing how the experts evaluate the software in their reviews, one must also find out if the people and companies that buy it are satisfied with the product or not.

For this reason, the customer satisfaction algorithm of Zoho Social helps in gathering customer reviews and comments over a wide range of social media sites. This data is presented in a simple to digest way showing how many people had a positive and negative experience with the Zoho social.

When this information is at hand, one can be equipped to make an informed decision that they won’t regret in the long run. That being said, user satisfaction with Zoho Social has been impeccable. Its implementation has actually shown great results in improving the reach of brands.

7. Collaboration with Team: With the help of collaboration features, the Zoho Social software makes it possible to discuss numerous social media tasks and carry out campaign planning which helps in making quick decisions while saving organization time.

Here are some of the features that are offered by collaboration:

Discuss: You can start a new discussion, talk about an influencer engagement, plan things, and direct people to do anything with the help of Discuss. If you feel that you have anything important to talk about then hit discuss and you will be good to go.
Roles and Permissions: You can bring your colleagues on board and create particular roles for them. For instance; you can assign which social media channels or features can be accessed by one particular person.
Tag: If you are drafting a new copy then you can tag your team members for the feedback. By using the option of @mention, you can engage your team members in conversations and get them to participate.

8. Detailed Reports: Zoho Social generates detailed reports that are based on all the activities that took place on the platform. This report can be shared with the team and lay the foundation of planning.

It is enriched by the statistics and analytics feature that offers insights with the help of visual data reports about the performance and the online presence of a brand.

Conclusion:

Zoho Social comes with features that will be loved by you and your team. Integrated with all things that empower you to build a brand on social media, Zoho Social can be used to schedule content in numerous ways, monitor all that matters, and create intelligent reports.

In case you are looking for an application to build your social media presence, the experts at Encaptechno will be able to advise you on the implementation and use of Zoho Social. Get in touch with our team today to seek expert assistance.

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CRM Servicessocial media marketing, zoho social, zoho social login, zoho social media management

All You Need To Know About Salesforce Service Cloud

Abhishek Sharma / customer service, customer support, salesforce development, salesforce implementation services, salesforce service cloud, salesforce services / CRM Services

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?

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:

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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CRM Servicescustomer service, customer support, salesforce development, salesforce implementation services, salesforce service cloud, salesforce services

PRODUCTS

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SERVICES

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SOLUTIONS

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Zoho

What is Zoho Campaigns?

1. Excellent Email Editor

2. Subscriber Management

3. Efficient Contact Management

4. Attention Attracting Newsletters

5. Report Generation

6. Marketing Automation

7. Ease of Use

8. Zoho Campaigns Support

Final Thoughts

What is Salesforce Community Cloud?

Advantages of the Salesforce Community Cloud

1. Excellent Community Experience

2. Building Better Customer Relationships

3. Quick Sales Channels

4. Faster Development

5. Saving Money

6. Product Enhancement

7. Better Employee Productivity and Engagement

8. Enhanced Value and Support

9. Integration Friendly

10. Mobile-Enabled

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What is Zoho People?

1. Centralized Information

2. Employee Benefiting

3. Drag and Drop Customization

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5. Performance Management

6. Employee Training

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Conclusion

Using Salesforce For Non-Profit Organizations

Steps to Attain Maximum Benefits from Salesforce For NonProfit

1. Event Management

2. Including Stakeholders

3. Marketing and Communication

4. Reports and Dashboard Management

5. Integrated Data

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7. Price

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What is Zoho SalesIQ?

1. Live Support During All Times

2. Extended Customer Support

3. Tracking the Visitors

4. Expanding Valuable Prospect Engagement

5. Lead Generation

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Conclusion:

What is Salesforce CPQ?

1. Time-efficient and Precise

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3. Enhanced Accuracy