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What is the Salesforce Net Zero Strategy & Why Your Business Needs One? | Encaptechno

What is the Salesforce Net Zero Strategy and Why Your Business Needs One?

What is the Salesforce Net Zero Strategy & Why Your Business Needs One? | Encaptechno
Nature is a blessing to mankind but unfortunately, we have collectively disturbed the way it functions in many ways. Climate change has become an emergency that all of us must work together to deal with as soon as possible.

Regardless of whether it is a moment of preparation for an oncoming storm, a forest fire, losing the last year’s harvest, or something more serious than that, all of us are responsible for taking steps for solving the climate emergency. Just the simple fact that the future generations deserve a healthier and happier future should make us step up and act by implementing strategies to obtain Net Zero.

Business leaders, particularly the CEOs are responsible for leading from the front at this moment. After all, the potential of a business depends on this. It is necessary to understand that a productive and resilient economy can function only within a healthy society and this society needs a healthy and stable environment as its base.

Business leaders must listen to all stakeholders who are calling for climate action in greater numbers. Salesforce is one of the leading CRM organizations where the climate strategy started with the recognition that there is just one, mutual, and global goal which is transitioning into a climate happy future. Salesforce is a company that has been committed to reaching this goal with its net zero strategies.

Salesforce Expanding Net Zero to Its Entire Value Chain


Salesforce is consistently driving towards a 1.5 degree Celsius future by focusing more and more on six sustainability priorities including emissions, reduction, carbon removal, restoration, education & mobilization, innovation, and regulation & policy.

The company released its Climate Action Plan last year to offer a blueprint for others for accelerating their journey to Net Zero. The strategies to obtain Net Zero included the following things:

  • Committing to the shared and global goal of achieving a just and equitable transition to Net Zero in line with a 1.5 degree Celsius future.
  • Salesforce has also prioritized the reduction of emissions as quickly as possible while aligning its own value chain emissions to the global trajectory of 50% emissions reduction by 2030 and net zero emissions by 2040. The Sustainability Cloud of Salesforce has identified the most impactful opportunities to decrease its carbon footprint.
  • Salesforce is also focused on compensating for the remaining emissions by purchasing renewable energy and carbon credits of high credibility, co-benefits and impact. In the long haul, the removal of credits only and in the near term using a combination of removal credits and avoidance is important.

Salesforce achieved 100% renewable energy in 2021 by purchasing enough renewable energy for matching all the electricity globally. Ever since its first commitment, Salesforce has worked constantly to accelerate the global transition to clean and renewable sources of electricity. This is done with an aim for a future where renewable energy is powering the world.

Salesforce has been asking businesses to decrease emissions and increase carbon removals from the atmosphere for addressing climate change. It is focused on deploying natural carbon removal tools such as trees and oceans while also scaling technology-based carbon removal solutions. All businesses are needed to expedite the path to decarbonisation.

Climate Action Plan at Salesforce


Climate Action Plan at Salesforce
Salesforce is on its way to decarbonize all its operations and align the full value chain to this goal while also compensating for all emissions that cannot be avoided or reduced every year from now on. The company is aiming much higher because the planet needs a lot more.

Salesforce’s net zero strategy has made it use a strong voice and technology for making changes and mobilizing others for accelerating the net-zero goal. It has developed a climate action plan that can help other businesses take steps that can save the plane, starting today.

Top Priorities of Climate Action


The climate action plan of Salesforce is based on how the company’s business can help in contributing to a meaningful environmental change. It focuses on using products, services, and its mission to amplify the climate action; operating model that aligns to full value chain; the company’s influence; and which stakeholders can be influenced?

Focusing on some of these factors has led Salesforce to make a framework that speaks to unique core competencies, customer success and digital transformation. The approach for this plan is universal and the company offers it as a blueprint for others to take action for accelerating their sustainability strategy.

There are six parts involved in this climate action plan. They are mentioned below:

1. Reducing Emissions


Reducing Emissions | Top Priorities of Climate Action
Most businesses generate greenhouse gas emissions from manufacturing to travelling and maintaining digital infrastructures. To make sure that these emissions are reduced in a purposeful way, a
sustainability strategy can be embedded into operational decisions using a practical approach.

Even more importantly, one can take all emissions reduction activities with system changes as the end goal. Salesforce is a company that monitors, avoids, and reduces greenhouse gas emissions across its operations and value chains. The aim behind this is to spur systemic changes that can achieve emissions reduction at a relevant scale.

For doing this, there has been a shared goal for internalizing everything. Salesforce is working on integrating sustainability into its environment program for reducing the carbon intensity of infrastructure, reducing business travel emissions and enabling sustainable travel along with engaging the suppliers to set science-based targets.

Salesforce has made it clear that it does not plan to meet all the goals on its own and it has also asked for cooperation from all stakeholders across its value chain. The best thing is that Salesforce is willing to do all it takes. It is believed that the next wave of climate action will come from innovations that span across customer-supplier relationships. As a global leader in customer relationship management, Salesforce is prepared to plan an important role.

2. Removing Carbon


For accelerating
strategies to obtain NetZero, reducing the emissions and drawing down the carbon in the atmosphere is important. These are important solutions that are needed for delivering a good impact and progress towards an empowered future.

There is also a rising stakeholder pressure from governments, investors, individuals, and other businesses to take action while wasting no time. Some kinds of emissions cannot be avoided or even reduced in the near term and that is why Salesforce compensates for all emissions across Scope 1, 2, and 3 that cannot be avoided or reduced.

Salesforce takes a portfolio approach investing in impactful projects that aim to improve everyone’s lives so that an environmental impact can be delivered and carbon emissions can be reduced. With time, the transition to removal credits will happen with the same focus on quality and impact.

3. Restoring the Ecosystem


Restoring the Ecosystem | Top Priorities of Climate Action
Salesforce advocates for finding methods that can enable an organization to make a big impact on climate restoring natural resources. For instance, trees remove atmosphere warming carbon from the air.

Salesforce is a proud founding member of 1t.org where the company supports and mobilizes the conversation, growth of 100 million trees, and restoration by 2030. Oceans have emerged as another important aspect for removing carbon from the atmosphere along with creating over half of the world’s oxygen supply.

Salesforce also has a Salesforce Ocean Sustainability Program that promotes sound ocean stewardship as a mitigation strategy in fighting against climate change.

4. Educating and Mobilizing


Salesforce suggests that the companies must give their employment opportunities and resources for taking action on the important climate issues. There has been considerable research that shows individuals feeling powerless when it comes to stopping climate change.

Hence, all companies should take leverage on connecting with experts in the climate community on the best practices and new strategies. This can be done by coming together with like-minded peers or by partnering on a company-wide scale with industry groups that take positive action.

5. Innovating


Salesforce advises to innovate by supporting all purpose-driven entrepreneurs who are scaling meaningful climate action. The path to decarbonisation can be accelerated by increasing investment in sustainability research, development, and infrastructure.

It is easy to partner with the players along the value chain for multiplying the force of investment. Businesses that are large scale can make an effort to invest in ecopreneurs. Other methods for making an impact include grantmaking, philanthropy and buying carbon credits.

6. Advocating Regulation and Policies


Business leaders can put science first by using their influence. Across the world, business leaders have a seat at the table with political leaders who set policies.

Salesforce encourages the business leaders to advocate for consistent science-based climate policies that facilitate a transition to a net zero strategy. The formalization of climate policy as a public priority and building a global presence on the issue in areas where employees live and work has emerged as an important factor.

Sustainability Cloud 2.0 and Net Zero


A large number of people are of the opinion that emission reduction must factor into business operations while tracking a company’s full value chain emissions is complex and time-consuming. With the use of Sustainability Cloud, Salesforce was able to reduce its carbon accounting process from over six months to just somewhere around six weeks.

Sustainability Cloud by Salesforce is essentially designed to assist all customers in tracking and reducing their emissions while taking prompt action. This action must be in line with a comprehensive view of environmental footprint with investor grade data for customizable ESG reporting. This data is highly important for third party audits, financial filings, corporate reputation and building trust for all stakeholders.

The entire point of introducing Sustainability was to help customers implement a useful sustainability strategy. There are many customers that are already using and making the most out of the benefits that Sustainability Cloud is capable of offering. These customers of Salesforce are able to track their carbon emissions and take suitable action as well.

In addition, these customers have also been able to accelerate to Net Zero by making tangible progress on six sustainability priorities while turning commitments into action. The future of Sustainability Cloud will see the following things as well:

  • Suppliers are an important part of the whole carbon reduction equation. Organizations will get investor grade scope 3 reporting with the Slack First Sustainability. This will allow them to effectively connect and securely collaborate at scale with suppliers around the science-based emission reduction targets through Slack Connect.
  • All industries have different needs. For this reason, it is important for businesses to visualize their fastest path to Net Zero with Climate Action Planning. This includes scenario planning, forecasting, and a built-in decarbonisation plan.
  • Climate action needs almost everyone to mobilize and collaborate. Hence, Salesforce is investing in building an Open Exchange Ecosystem in which the customers can purchase and manage high-quality carbon credits from ecopreneurs. In addition, Salesforce is also advocating for science-based climate policies and democratizing sustainability by educating teams.

It is important to understand that climate change impacts almost everyone and everything. The poorest and the most vulnerable people are the first ones to get impacted while amplifying global inequality. The implementation of Sustainability Cloud to Net Zero empowers the customers with the transformational tools and trusted the data needed to reduce carbon emissions while taking suitable climate action.

Basically, sustainability is important for becoming a trusted enterprise. The customers of today are willing to do business with companies that are entirely committed to climate change. In fact, most people are willing to spend more with businesses that are willing to fight climate change.

Conclusion


Conclusion | What is the Salesforce Net Zero Strategy & Why Your Business Needs One_ _ Encaptechno
Creating a more sustainable future is everyone’s responsibility. We are in the greatest crisis when it comes to climate change but with all the bad news, we should now be looking at what can be done to overcome this problem.

Salesforce’s Net Zero strategy works to ensure that the companies are able to focus on a sustainable future. If you run a company then make sure that you have implemented a sustainable strategy that promotes Net Zero living. For more information, get in touch with a Salesforce consultant at the earliest. 

 

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Benefits of Salesforce Commerce Cloud - Encaptechno

7 Benefits of Implementing Salesforce Commerce Cloud

Benefits of Salesforce Commerce Cloud - Encaptechno

Salesforce Commerce Cloud, previously known as Demandware, is a user-friendly and seamless e-Commerce platform that is built with a clear purpose to help a business grow its brand, explore concealed or unknown business opportunities, and convert more customers in simple and efficient ways.

This cloud-based platform is essential for every success-oriented business that is seeking to create integrated and intelligent buying experiences across various channels for its customers by using the finest of B2C and B2B e-commerce solutions.

Salesforce Commerce Cloud offers a suite of features intended to transform the way brands connect with their customers at all stages of the customer’s journey. In addition to this, Commerce Cloud makes a smooth conversion from one channel to another, so every business is supported across every platform and phase of engagement.

With all the transitions in consumer buying behavior and the technology, this type of Omni channel omission gives a seller enhanced control from discovering through engagement, transactions, analytics, customer service, relationship building, and community development.

Table of Content:

 

  • Why Choose Salesforce Commerce Cloud?
  • What Does Salesforce Commerce Cloud Do?
  • Features of Salesforce Commerce Cloud
  • Benefits of Salesforce Commerce Cloud
  • Conclusion

Why Choose Salesforce Commerce Cloud?

Commerce Cloud makes shopping enjoyable, interactive, engaging, and customized on every digital medium via the mobile, web, and social — and even re-invent the in-store experiences of customers. It is done by coordinating order management, online store, predictive intelligence, and mobile point-of-sale (POS).

The Salesforce Commerce Cloud is distinguished by a multi-occupant architecture that provides a huge boost to the safety and reliability concerns of the platform. The three service categories of this seamless platform that are intelligence, experience, and operations; work cordially to power all stages of cross-channel commerce.

The intelligence aspect is the accurate selection for providing pertinent insights and directing business decisions based on data. Alternatively, the experience presents tools to users for managing their content, products, pricing, and promotions that consecutively translates to better customer engagement. The components of operations let the users link back offices with order execution by providing the necessary critical functionalities to multiple channels.

What Does Salesforce Commerce Cloud Do?

Salesforce commerce cloud is not only a medium to run online business effortlessly, but it is also an inclusive and future-rich cloud-based e-commerce platform that encourages businesses to make intelligent and stimulating shopping experiences for customers across all channels such as mobile, web, store, social, etc.

In a wider manner, the Salesforce Commerce Cloud provides a set of powerful qualities that allow a business to connect with buyers or prospective customers at each stage of the sales process and provide them excellent support across all channels. As the buyer’s behavior is getting complex with each passing day, organizations need omnichannel insights to thoroughly find out and analyze users’ behavior, engagement across multiple channels.

What distinguishes the Salesforce commerce cloud from other cloud-based e-commerce platforms is its integral predictive intelligence. Salesforce’s Einstein AI is one of the most advanced built-in predictive intelligence systems that assist in providing unmatched shopping experience by gathering and delivering you smart insights on customers’ behavior, buying patterns, and recognizing opportunities to sell across different unexploited channels.

Features of Salesforce Commerce Cloud

 

Commerce Cloud Features

Here are some main features of Salesforce Commerce Cloud:

  • Multi-Site management
  • Product management
  • Responsive mobile design
  • Real-time reports and dashboards
  • Pre-built Integrations
  • Catalog management
  • Campaigns management
  • In-store extensions
  • Customer catalog entitlements
  • Comprehensive development platform
  • Customer and segment-specific pricing
  • Customer segmentation
  • Targeted promotion management
  • Native targeting and A/B testing
  • Marketing and merchandising tools

Benefits of Salesforce Commerce Cloud

 

Commerce Cloud Benefits

The Salesforce Commerce Cloud brings you an array of some especially valuable benefits that are:

1. Intelligence

Your assets of data are only helpful if you know how to read and interpret it to make decisions based on your discoveries. The more a business grows, there will be more data that you need to dig and manage. By the time businesses have managed to analyze the data they have, they no longer miss any relevant opportunities and have succeeded in instant decision-making.

There are 3rd party AI tools that can help with data analysis to integrate with your business in analyzing and automating digital marketing efforts.

‍2. Predictive Intelligence

To enlarge the implementation of artificial intelligence of the platform for e-commerce businesses, Salesforce built Einstein AI, a next-generation artificial intelligence platform that eliminates the need for third-party extensions and manual data analysis.

Previously, merchants needed to use third-party integrations to replicate new attributes and manage different activities on the platform. These integrations are strongly connected with each other, and the failure of one extension can also direct to the performance of others.

The key features of the Einstein artificial intelligence system –

  •       Suggest the best products at all touchpoints
  •       Create 1:1 predictions for every single buyer in real-time
  •       Get smart and improve conversions with data-driven commerce insights
  •       Save time and effort with automated trading tasks

The close personalization provided by Commerce Cloud is vital for brands that want to remain competitive. Today more than ever, customers are expecting more personalization.

According to research by Accenture and the Retail Industry Leaders Association (RILA), 63% of consumers surveyed are concerned about personalized recommendations, and the majority of them are ready to share their data in substitute of benefits like automatic credits for coupons and loyalty points (64% of surveyed customers), exclusive deals (60%), gain points and rewards (56%), or special offers for items of their interest (53%).

Einstein and Commerce Cloud can bring all those things automatically. By providing a smarter predictive and customized experience, businesses can rely on Commerce Cloud to increase customer loyalty and raise conversions.

Adding to this integrated buying experience, Commerce Cloud makes it easy for customers to click “buy” from anywhere, either from the social media platform, mobile, web, or in your store.

‍3. Enhanced Marketing Tools

Within the boundaries of Commerce Cloud, merchants can manage and share product information, images, and content among various catalogs, categories, and sites. You can even merge all these things across numerous sites, with different currencies, and in several languages.

It makes it possible for you to connect customers with the right product, variety, price, offer, and content at the correct time to maximize conversion rates and boost average order value.

Eventually, retailers, Product marketers, and content creators are empowered to run the business, launch campaigns, refresh repeatedly, drive promotions, start A/B tests to optimize conversions without technical support.‍

You can even manage customer searches and increase conversions by using merchant policies that alter customer’s search intentions and the productivity of your products. Combining it with Salesforce Marketing Cloud, you get a one-stop solution for managing everything from paid advertising and email marketing campaigns to social media management and reporting for every touchpoint and experience with your business.

4. Internationalization of Storefronts

Only with the Salesforce Commerce Cloud, organizations are able to manage many storefronts at different locations across the world from a sole back-end platform. ‍

By leveraging Salesforce Commerce Cloud for your e-commerce store, you can easily manage product data sets for different stores without any obstructions and also manage multiple intricacies like billing, pricing, product availability, etc.

Salesforce is one of the first commerce solutions that completely support Apple Pay online, providing customers a smooth single-page checkout that lets them complete their transactions with a single touch.

5. Rich Mobile Experience

It is an open fact that the number of users shopping via smartphones is increasing exceedingly. Therefore, having a mobile-friendly or better say mobile-intuitive e-commerce store is the need of the today. Moreover, Google has already built mobile-first indexing, mobile responsiveness, and page load speed crucial ranking factors.

To make your business stand out in the crowd of competitors, you should need a mobile-friendly e-commerce store. Probably the biggest benefit of the Salesforce Commerce Cloud is that it gives great importance to the mobile-first approach. Salesforce Commerce Cloud is all about delivering the best possible shopping experience for mobile users.

From the time of sale in brick-and-mortar businesses to maintaining the online store, Commerce Cloud acquires a mobile-first approach. Everything from reporting to inventory management is made effortless and easier with mobile.

6. Omni-Channel Functionalities

There is one key feature on which the Salesforce Commerce Cloud has put deep emphasis, which is empowering retailers to manage their business over multiple channels from a single platform.

Retailers can streamline multiple processes like sales, order management, inventory management, marketing campaigns, conversions, etc. at a single SaaS solution. Not only it provides flexibility to retailers but also Omni-channel functionalities that save a lot of their valuable time and efforts.

7. First-Class Customer Support

Salesforce Commerce Cloud provides around-the-clock and continuous support to all its merchants and makes sure their business runs flawlessly and thrives promptly 24/7. Moreover, the support offered by the Salesforce Commerce Cloud covers complete issues varying from fixing codes to improving security concerns, and the list continues more.

Conclusion

Overall, Salesforce Commerce Cloud is a very powerful and scalable eCommerce platform with lots of native features for merchandising, multiple store management, customer segmentation, internationalization, and many more. This platform is generally adopted by fashion and lifestyle brands with its superior features such as advanced merchandising, endless aisle, point-of-sale (POS), internationalization features, machine learning across main areas, and verified cloud-based solutions.

The decision to select Salesforce Commerce Cloud completely depends upon your business profile, your priorities, the quantity of freedom and personalization you require, and how agile you desire your platform to be. If you find yourself unable to manage your own infrastructure and need a robust platform, then Salesforce Commerce Cloud will be a smart choice for you.

Need support and guidance regarding Salesforce technologies? Go for Salesforce Consulting Services and discuss your needs with the experts!

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Sales-automation

Sales Automation – It`s More Than Just Sales

In the business world, nothing is more precious than time. But, how often do you take measures that actually save you a plenty of time? If your whole sales process continues to operate in conventional ways, it means your sales team takes notes of everything worth noting down; schedules call to potential customers and arrange leads based on their priority. Any guesses, how much time your sales team goes into such processes? It is more than half. Don’t this sound alarming? Yes, it does. No business owner would let such a huge amount of time to go waste, nor should you. So what`s the solution?

Sales Automation is the best solution to put a brake on the time wastage. What it does is automates the tasks that sales teams do repeatedly – every day, every week and every month. Automation saves your company time, brings accuracy to tasks filled with errors and makes sales process speedy. Business owners now-a-days are implementing CRM tools like Salesforce, Zoho CRM, Microsoft Dynamics CRM to automate their sales process.

When I say sales automation automates every task sales team does, many businessmen may misunderstand the statement. They tend to make it mean something that completely replaces sales team, and that`s not true. In fact, sales team retains its relevancy, its position, its task even after deploying sales automation. It improves the sales process, renders complex processes, makes sales team efficient, removes errors and saves time. When automation takes care of recurrent tasks such as receiving and scheduling orders, making available information on shipping, updating customer information, it gives your sales team freedom to do other things that automation cannot do. Researching, cementing relationships with customers and figuring out ways to make automation more accessible to get the right proportion of technology and human workforce that makes your sales team look more professional.

These days every business sort of invests huge amounts in automation technology to boost sales. The estimated expenditure on sales automation was $3 billion way back in 2004, according to IDC report.

Tasks to Automate with Sales Automation

It`s time to discuss why sales automation is not just about sales only. In fact, multitudes of processes are there that you can automate with the help of sales automation to increase the productivity of your sales process.

  • Drafting an Email – One thing you see sales people constantly doing is sending emails and that consumes plenty of time. With sales automation, email drafting process gets a lot easier and speedy because of well-personalized email templates.
  • Calling a Lead – Dialing manually all your leads can be a tiresome thing to do. But by integrating CRM tools with your business, you can not only make the tasks simpler but also get to dial more leads than usual, which is not possible manually.
  • Prioritizing a Lead – It should be a daunting task to figure out who to call first, isn`t it? The same thing can be done quite easily by using right technology. Automation technology sorts and prioritizes leads based on their lead scores.
  • Taking a Note – When a call is established, next important thing to do is taking a note of, or writing down, what you deduced the positive points out of a call. Technology such as Salesforce CRM can automate the note-taking process by taking down call results automatically. It helps sales person keep track of his own performance and create a separate list of potential leads.
  • Scheduling an Appointment – Scheduling appointment is an important sales process that needs to be automated. You can create a schedule with the help of Salesforce Inbox, where you point out all your available times and potential customer can choose appointment time by clicking on the time he is available. With just a click, you get to schedule an appointment right away.
  • Specific Lead to Specific Person – It is the best feature you get with sales automation. Now your representatives will no longer have to transfer calls because with this advanced feature a call will be automatically transferred to the right department and right person based on their availability and skill, no more mixing up.

These are not the only tasks, but they are sufficient to give you the glimpse of how sales automation works and what changes it can bring to your work culture. They give you an idea how to save you time, energy and money.

With that said, you should not miss its other aspects which is equally important to be considered here. You should not get blindly obsessed with automation technology and totally ignore the human trying to establish human connection. This could destroy your aspect of building customer relationships. You have to make technology and human contact go side by side. After all, what automation can`t do, humans can. In business, customer relations are what matters the most!

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Salesforce-Consultation

Top 4 Salesforce tricks to hit the bull`s eye

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

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

Pipeline Management Trick

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

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

Account Management Trick

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

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

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

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

Customization Trick

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

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

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

Reporting Trick

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

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

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

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

So, are you ready?

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

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

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

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

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Salesforce Implementation

Salesforce Implementation from Chaotic to Exciting

Salesforce Implementation

You have most probably launched a hunt for Salesforce consulting and development because you want to implement it in your own company, that could be the only reason you are here reading the article. Well, in that case, I need to lay down before you certain things about Salesforce that in the long run would help you in the successful implementation of the Salesforce in your business organization. So we will be learning about Salesforce implementation challenges, Salesforce implementation requirements and steps for successful Salesforce implementation. Well, in short, it will be about making the Salesforce implementation process more exciting, less chaotic.

Salesforce Implementation Challenges Business`s Face

There is no doubt about benefits to get after implementing Salesforce, but the process of implementation may not be a smooth one. It has its own challenges. The business owners sort of tend to ignore these challenges. Either because of misinformation, or they are completely unaware of the fact. So let`s take few of these challenges and discuss them one by one.

Calculating Salesforce Implementation Cost – The question that frequently creeps in during discussions on Salesforce implementation is how much does it really cost. Obsession with cost question negatively affects other considerations that are equally important but get ignored due to the emphasis on cost thing. They base their cost calculation exclusively on license requirements, which is not a right way to do, especially when you are yet to choose a Salesforce consulting company. The right way to go about is letting the consulting company properly analyze and design a model based on your business and then investing in the license.

  • Choosing the right Salesforce Implementation Company – The challenge with it is because if you choose a wrong company, your whole process of Salesforce implementation will not function according to what you had planned. Be it the marketing of your company, keeping track of sales, customer support services, Salesforce integrates them all. Any error in implementation process can tear down business operations of your business and make it slow, less efficient and disintegrated. So, you have to be extra careful while choosing a company for Salesforce implementation.
  • Keeping Track of Data Migration – The biggest challenge with Salesforce implementation is data migration. Keeping track of data when it is being migrated from one system to another can really be a headache. Any strategy you adopt during data migration, it should be such as would least impact your routine business.
  • Salesforce Integration with Business Applications – In order to cash in full benefits of Salesforce, its integration with every single business application your company has been using is necessary. These business applications include mobile apps, applications, and systems used inside your company, cloud computing applications and other IT infrastructure of your business organization. When I say integrating these systems and networks is must, there you have to also remember how significant a challenge it is to ensure the proper integration between these various systems and networks during Salesforce implementation.
  • Introducing Salesforce to your Team – Technology implementation would mean nothing if your team at your company do not understand how to operate it. That`s the biggest challenge. Introducing Salesforce app development to your team. It is the story common to every business organization, people don`t want to switch to new technology. They would rather do things traditional way than engage with modern sophisticated technology. You will have to introduce Salesforce to them, how it can benefit company and them as well. It is about getting their confidence.

Salesforce Implementation Requirements to Consider

In order to successfully implement – without any hindrance – the Salesforce, you should take care of following requirements before going for implementation process directly. It will help you take every step measurably and move ahead with confidence.

  • Create a Team – Based on accessibility and time commitment of people at your organization, you can create a team which can look after the whole project of Salesforce implementation, right from the beginning till the end. It is not helpful only in picking up the right candidate for the task at hand but will also give a plenty of time. Your team should be able to make decisions on behalf of the company and users as well and should have clear expectations in mind.
  • Document Needs and Requirements of Company – Well, before you partner with any Salesforce Implementation Company, your team should documents each and every need of your company based on merit. Some things you must have, some things are nice to have. It is the task of your team to choose between the two and decide upon one that really adds value to whole set up of your business organization. There will be a lot of data sharing taking place between your team and Salesforce consulting and development company unless to have already documented useful data, the process could get weird and lose track.
  • Defining Business Process – Every company markets itself distinctly has different channels to sell through and uses various ways to connect with its customers. While implementing Salesforce, much of the discussion would revolve around defining the business process of your company. How everything in your company operates should be already documented and vividly defined by your team, and then you will not miss on the target because it will include everything from data to security to business process.

Some Tips for Successful Salesforce Implementation

Not always is the implementation process smooth and anxiety-free. It can really get weird sometimes. But here are few steps you can follow for successful implementation of Salesforce in your company.

  1. Plan an integration of Salesforce with other business applications well in advance. The objective should be to streamline all your business processes and get everything connected and centralized.
  2. Introduce your team to Salesforce and make them understand what this technology is all about and what benefits to reap with it. Distribute tasks among various members of your team, resolve any after-math issues and take care of what they say.
  3. Only that data should be migrated which is of real use to the company, get rid of everything else before data migration starts. It would give you enough time to remove errors and typos and clean up your data.
  4. Update Salesforce regularly to make use of new features introduced periodically. It is must for keeping business process relevant and enhances adaptability.

While the Salesforce is a great thing to have, its implementation is always a very daunting process. So you need someone who understands and masters Salesforce implementation, someone who is reliable and has a name in the market. In short, you need to join hands with Encaptechno and meet our Salesforce certified developers to know more about our services. We understand your needs, and we know how to successfully implement Salesforce.

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