Category Archives: Salesforce

Pardot for Higher Ed Salesforce Implementation

What really is Pardot? We have all undoubtedly heard about how great it could be for sales people, but is that as far as this powerful tool can take Salesforce users? Of course not. Pardot is a perfect tool to include as part of your Higher Ed Salesforce implementation.

Pardot is B2B marketing automation solution that ultimately makes the jobs of sales and recruiting teams much easier. We have seen more and more Higher Ed Salesforce implementations including Pardot for their recruiting teams and it’s obvious why once you begin using it. The features in Pardot provide a seamless connection between your marketing campaigns and how your recruiters can interact with prospects.

Source: http://leviwinglewich.com/ems/salesforce/what-is-pardot/

Pardot allows you to track prospects, conversions, and marketing campaign activity from a single dashboard. It also allows you to create email marketing campaigns to generate leads and then measure the success of those campaigns. These campaigns are highly customizable so when prospects receive the email content, it looks and feels like your brand.

Part of this customization allows the leads to go down a customized marketing content campaign based on their actions when receiving the emails. For example, If the lead opens the first email and doesn’t respond then they will receive a different email for the second stage in the campaign than if they decided to not open it at all.

Perhaps most importantly for your recruiting team is the real-time feedback on actions that leads take. For example, if someone registers for a webinar and fills out one of your forms, you get an alert for that action. Leads and prospects are also assigned a score and organized in order based on their interactions with marketing campaigns. That means that if a client signs up for a webinar and visits the website several times then they are really thinking about your school.

This information about client action enables recruiters to focus on the highest priority recruits right now. Pardot also enables recruiters to put these prioritized prospects into a “Nurturing Program” that gives them a more personalized follow-up campaign from whoever owns the lead. The “Nurturing Programs” within Pardot essentially automate the personal follow-up process for your recruiters. So, if a prospect says they just can’t devote the time for a conversation for about a month, then we can put them on a 30-day Nurturing Program that is going to follow-up for you at pre-determined intervals and with pre-determined messages so you don’t have to think about any prospects that are not needing attention today.

Pardot is the answer to many problems in the recruiting world. It automates a lot of follow-up that lingers in the back of our minds, allows customized marketing based on actions the prospect takes in the marketing campaign, and provides a seamless connection between the marketing team and the recruiting team.

Pardot may be an important consideration when thinking through your Higher Ed Salesforce implementation. If it starts to feel like too much work on top of everything else that needs to be implemented then finding a Salesforce Partner company to assist with implementation may be a great next step.

Posted in Salesforce, Salesforce Challenges, Salesforce cloud Implementation, salesforce consultant, salesforce customization. Tagged with , , .

Big Objects in Salesforce

Have you ever been in a situation where you need to store gigantic amount of data in your Salesforce org? Are you tired of using third-party storage systems and writing web service calls to get the massive amount of data? Having to crunch those large numbers, though a reflection of your own success, can be troublesome and performance degrading. Salesforce has come to the rescue again by introducing big objects-which are objects with massive storage capabilities on the Salesforce platform itself. They provide consistent performance over a data set of the order of billions and are accessible through a standard set of APIs to your org or to an external system.

Continue reading

Posted in apex develeopment, force.com app development, Salesforce, sfdc.

Salesforce & IoT

Anything that can be connected, will be connected.”  This quote by Jason Morgan of Forbes.com, is going to be, what future holds, with the increasing growth of the concept of IoT.  Simply put, Internet of things is a system of electronic devices or components, interconnected with each other through Internet and capable of exchanging data and information.  The devices include everything ranging from cellphones, coffee makers, headphones, smart wearables to components of machines like engine of an airplane etc. The IoT allows the devices to be remotely sensed and controlled using the existing network structure; which enables the opportunity to directly integrate them with other devices or networks. So basically, IoT is a giant network of connected things.

Why use IoT & How big is it?

A survey conducted by HP estimated that the growth of IoT will be exponential and by 2025, over one trillion devices will be connected through IoT. Another report by Cisco predicts that IoT will generate $14.4 trillion in value across all industries in the next decade. These surveys suggest towards a fully automated future.

IoTPicture

Continue reading

Posted in Apex Development, Salesforce, salesforce consultant, salesforce for healthcare, salesforce for small business, Salesforce.com, Visualforce. Tagged with , .

Salesforce Development Best Practices

In this blog I will share the Salesforce Development best practices that I have learned over the years. I have tried to give a few code snippets to provide examples. Feel free to use the code as-is.

Salesforce Development Best Practices

Salesforce Development Best Practices

Continue reading

Posted in apex develeopment, Apex Development, Salesforce, salesforce administrator, salesforce certified developer, Salesforce Challenges, salesforce consultant, salesforce customization, salesforce development, Salesforce.com, sfdc. Tagged with , , , , .

Sales and Marketing Automation for Addiction Treatment, Part 1

Mirketa AppExchange
Have you ever sat wondering if you had followed up with everyone you were supposed to talk to today? Or managed a team and wondered if they we’re following through? These questions plague most sales driven businesses daily, but to Addiction Treatment Centers this could mean that someone’s life is on the line.

Download our eBook “How to Leverage Salesforce for your Addiction Treatment Centers”

Continue reading

Posted in Agile, Learn Salesforce, Salesforce, salesforce administrator, Salesforce Challenges, salesforce consultant, salesforce customization, salesforce development, salesforce for healthcare, salesforce for medical clinics, salesforce for NonProfit, salesforce for small business, salesforce integration, Salesforce Support Packages, salesforce Tips & Tricks, Salesforce.com, Salesforce1 Mobile app development. Tagged with , , , , , , , , , , , , , , .

Why and how to keep your Salesforce Org clean of Duplicates

Mirketa Salesforce Org clean of Duplicates

Customer data is the soul of an organization. Quality data is priceless and acts as a driver of high productivity and good decision making. Managing Quantity and Quality parallelly has always been a challenge. Same is the case with data now-a days, as the data volumes grew rapidly, the data quality went down, posing a serious challenge in maintaining the sanctity of databases. This challenge of avoiding data duplicity and keeping the orgs clean is faced by almost every company and although it may seem like a trivial issue, the impact these duplicates have on businesses cannot be looked down upon.

All the marketing and service activities revolve around the customer database that a company has.
Duplicates prevailing in a system means:

    • Increased cost for marketing campaigns.
    • Bombarding the same customers with same information multiple times, eventually degrading the brand image in the minds of customers.
    • Reduced Operational Efficiency.
    • Confusion among the sales reps while processing requests.
    • Bad service experience encountered by the clients.
    • Bad Data leads to Badly informed business decisions.
    • Increased challenges in maintaining the database or moving the current system to a new one.

What causes these duplicates:

    • Human error – Sales Rep entering duplicates
    • Multiple sources capturing the same information
    • No instrument to restrict duplicates from entering the system

Some pointers on how you can keep your Salesforce org clean:

    • Think of all the ways the customer data enters your CRM system: Manual customer data Entry by Sales Reps, bulk customer data upload, Automated Lead Sources like web to lead etc. and ensure that you have them all covered to avoid duplicates entering your CRM system.
    • Keep a mandatory field on each Object which handles your customer data, one which is relevant to your business operation like a phone number or an email on Lead. For Standard fields have your tech. team enable Duplicate Rules & Matching rules to avoid duplicates formation and for Custom fields check ‘do not allow duplicates’ so that Salesforce won’t accept duplicity against that field on the Object and sales rep won’t be able to create duplicate records.
    • If your mandatory field is a picklist field, ensure that you enable restricted picklist for that field as Salesforce allow values coming in from external systems other than the field picklist values also.
    • Monitor the data that your CRM system is getting from multiple sources to keep an eye if anything wrong is happening around your data so to handle the situation in time. Generally, companies don’t realize this until they have loads of dirty data existing in their CRM systems and then try to recuperate from the damage.
    • Ensure that you have clean data while uploading data in bulk into your system.
    • Define all your lead sources clearly and distinctly, this can avoid a lot of confusion when leads start to pour-in from multiple channels.
    • Make sure your Sales Reps fill all the necessary customer details in the form and instruct them not to save a half-filled form.
    • Cloning the records should not be a general habit of the team, this leads to human error of saving the cloned records without making relevant changes and thus creating duplicates. You can even disable the Clone button from the layout if you want to.
    • Use standard Salesforce Reports for tracking duplicates entering your system (if any) are essential to your business or not.
    • With large volumes of data coming in your system, some duplicates are anyway bound to enter your database, one way or the other. Use a deduplication tool, this can really make your life easy by keeping your Salesforce org clean of duplicates.

Check out Advitya – The Perfect Duplicate management app for Salesforce. Advitya solves all your data duplicity problems and can save you time and effort in keeping your org clean.

Keeping your Salesforce Org clean is not a one-man job or a onetime activity. It calls for a collective effort and is an ongoing process, you strive to keep your Database clean and perfect which eventually gives you returns in terms of smooth Operations and Profits.

All the best in keeping your Org. clean!!

Posted in AGILE Tools, DataLoader, Learn Salesforce, MirketaInc, Salesforce, salesforce administrator, salesforce customization, Salesforce Support Packages, salesforce Tips & Tricks, Salesforce.com, sfdc, Uncategorized. Tagged with , , , , , , , , .

Top Deduplication Apps on Salesforce AppExchange

deduplication-mirketaSalesforce.com has been the number one CRM platform for some time now and its accomplishments as a CRM solution can be described as none less than top of the line. But there are some common issues that all the CRM systems face and which is prevalent in Salesforce as well. Managing Data duplicity is one such big issue.

In this article, we’ll be giving you some insight in some of the top duplicate management apps available on Salesforce AppExchange, which can help you with your dedupe apps hunt for your company. The following five apps have been selected based on their user adoption profiles on Salesforce AppExchange.

 

Out of the box Salesforce Dedupe solution

Every Salesforce org. has this out of the box deduplication solution. Though this one has many limitations and is not a very smart solution, but specific and simple deduplication tasks can be easily done here and that too free. That’s why we gave it the top position in our list.

Key Features:

    • Search up-to 50 records and merge 3 records at a time on Lead, Account and Contact based on the name field.
    • Ability to do a fuzzy search.

Pricing:

Its free. Comes stacked with your Salesforce Org.

 

Cloudingo

Within the salesforce duplicate management apps purview, this app has the most number of customer reviews (216) on AppExchange. This app by Symphonic Source, backs an average rating of 4.8 out of 5 and comes second on our list of the dedupe apps.

Key Features:

    • Merge & convert from a simple dashboard view
    • Auto-Merge, mass merge, or manually merge dupes without losing any important data
    • Mass update & mass delete records
    • Geocode, validate & standardize addresses
    • Cleanse import files before data reaches Salesforce
    • Prebuilt filters or easily create your own to make Cloudingo work for you
    • Drag-and Drop UI
    • Audit trails to track data changes
    • Enterprise API (in/out)
    • Works with standard & custom objects

Pricing:

    • Basic: $1,096/year/per Salesforce Org
    • Standard: $2,146/year/per Salesforce Org
    • Custom: Data quality services & customization starting @ $10000

Discounted for Non-Profits.

 

Duplicate Check for Salesforce

This app by Plauti B.V. has 100 user reviews on AppExchange. Backing an average rating of 4.2 out of 5, this app comes on the third place on our list.

Key Features:

    • Fuzzy Matching finds duplicates caused by misspellings, typos and different formatting
    • Mass Deduplication will find all duplicates, presenting it in a clear report which allows you to merge manually or automatically later.
    • The application is highly customizable and can be configured to fit the exact needs of your particular database.
    • A ‘Duplicate Check Job’ will analyze and dedupe your entire database by your preferences.
    • 100% native force.com – no data transfer is needed in order to find and remove duplicates.
    • ‘Auto Merge’ automatically merges duplicates, possibly saving hours of your time.
    • ‘Duplicate Prevention’ will prevent you and your colleagues from entering duplicates.
    • Both standard objects as well as custom objects can be deduped.

Pricing:

    • Free up to 5000 records + Additional 5000 after sign up
    • Advanced – $ 99 /year
    • Premium – $ 1,499 /year

 

Complete Data Quality Suite

This app by RingLead, with 96 user reviews on AppExchange and backing an average rating of 4.8 out of 5, secures the fourth place on our list.

Key Features:

    • Identifies duplicate Leads, Leads to Contacts, Leads to Accounts, Contacts, and Accounts. Unique Upload
    • Prevent dupes in your web forms. Your fields can be updated without any data loss based on your defined rules. It’s campaign and lead assignment supported. Task/email notifications alert record owners to the attempted dupes.
    • Prevent the creation of duplicate Leads, Contacts and Accounts when uploading lists. The app uses a field-by-field configuration based on your business rules.
    • Unique Entry will seek and display possible dupes in real time.

Pricing:

It’s a paid app. You’ll have to contact them for quotes.

 

Dupe Alerts

This app by d2b International ApS dba, with 70 user reviews on AppExchange and backing an average rating of 4.6 out of 5, gets the fifth place on our list.

Key Features:

    • Mass Deduplication of leads, contacts, accounts and person accounts
    • Dupe Detection upon Entry
    • Phone Number Cross Checking
    • Social Media Matching
    • Integrated Merge wizard(s)
    • Campaign Deduplication
    • Custom Merge Rules
    • Customization of Matching Process
    • Weekly and Monthly Automatic Scheduling

Pricing:

    • Small Business – $750 per year per Organization (for up to 10000 records, pricing varies for more no. of records)
    • Standard – $1800 per Organization/year (for up to 50000 records, pricing varies for more no. of records)
    • Enterprise – $2500 per Organization/year (for up to 50000 records, pricing varies for more no. of records)

 

And although all these apps get the work done, we created a Salesforce duplicate management solution of our own, packing all the best features along with a smooth user experience. We would like to introduce the latest addition in the deduplication app domain, Advitya.
deduplication-mirketa-2
Following capabilities makes Advitya better than all other deduplication apps:

    • Powerful bulk Search & Merge via optimized design
    • Smart Reporting via intuitive dashboard
    • Job Scheduler
    • Exact search based on multiple criteria
    • Deduplication on standard as well as on custom objects
    • Search based on both standard and custom field criteria
    • Choose the master records
    • Choose which duplicate records to merge and which to not
    • Preview screen to verify the ‘to-be master’ record before actual merging is initiated
    • Export the searched duplicates
    • Re-parenting of child records while merging the Parent records
    • Master record field updates while merging
    • Save your searches for future use
    • Native Salesforce.com deduplication solution
    • Intelligent notification alerts on successful merge with the master record details

Pricing:

$50/org/month (no limit on the no. of records)

Discounted for Non-Profits.


Thanks for reading!!

 

**Disclaimer: All the information given here has been taken from the available public information. Please contact the vendors individually for more and detailed information.
The images/logos for Salesforce, Acme Data, Clean CRM, Cloundingo, Data Trim, Dedupe manager, Dupe Blocker, Dupe Catcher, Duplicate Check for Salesforce, Experian Data quality, Sensis Data Solution, OpenPrise, Ring Lead have been take from the respective websites.

 

Posted in Data Loader, DataLoader, Salesforce, salesforce administrator, salesforce certified, salesforce certified developer, Salesforce Challenges, Salesforce Duplicate Records Tools. Tagged with , .

How to succeed with your Salesforce implementation?

Salesforce Implementation and Development

Complexity with Salesforce Implementation starts with different options and terms

 

Earlier this week I sat through a retrospective session for a complex Salesforce Implementation project we just wrapped up. The client gave us the NPS rating of 8.5 out of 10 (which I think is great). However, as we all looked back at the project, the memories of good, bad and ugly were refreshed. And both sides made recommendations on what we as a Salesforce Development Organization and Client teams could do differently next time to avoid some of the pain points.

The retrospective reminded me that there is a common set of learning that apply to any complex Salesforce Implementation project. In this article I am sharing my learning that are based on the projects that we managed and from the learning that our clients have shared with us.  Continue reading

Posted in Salesforce, salesforce administrator, salesforce consultant, salesforce customization, salesforce development, salesforce for small business, salesforce integration, Salesforce Support Packages, Salesforce.com, WEB SERVICES. Tagged with , , , .