Author Archives: Pranshu Goyal

Kickstart Your Community implementation in Salesforce

Businesses now-a-days are using one or the other CRM tools to maintain their sales processes and sales pipeline. The way the businesses run is changing rapidly, so are the ways the customers interact with companies, as well as the ways the companies interact with their partners. And all this change requires something that has the capability to engage all these entities. What businesses need now is the right platform that can serve as an interactive bridge between businesses, customers, partners and employees.

Salesforce Community Cloud is an online social platform that enables companies to connect customers, partners, and employees with each other and the data & records they need to get work done. This next-gen portal combines the real-time collaboration of Chatter with the ability to share any file, data, or record anywhere and on any mobile device.

Community Cloud allows you to streamline your key business processes and extend them across offices & departments, and outward to customers and partners. So, everyone in your business ecosystem can service customers more efficiently, close deals faster, and get the work done in real time.

Because Community Cloud is built on top of Salesforce platform, you can connect any external system or data directly into the community. Your organization gains the utmost flexibility to easily create multiple communities for whatever use case your business demands.

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Posted in Sales Cloud, Salesforce, Service Cloud. Tagged with , , .

Sales Forecasting

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The term ‘Forecasting’ by far is coined by the words ‘fore’ & ‘casting’, meaning predicting in advance… First Thoughts… are we trying to play GOD… Predicting in advance??

Oh no… That’s not it…

The best we do is act logical and have some stats to back that logic which results in a logical explanation to things.

Business Decision making has been a challenge for executives. No doubt, business decisions making needs analytical experience and that gut feeling, but that too is to be backed by some numbers and statistics. Based on the available data, forecasts simply tell what the future trend is going to be. As a result, executives have something to hold on to while taking significant business-related decisions because ‘numbers never lie’. But getting those numbers is not as easy a task as it sounds. These high-quality forecasts take a lot of time and effort due to which the demand for these forecasts is not usually met by the analytical team.

Companies based on their forecasted figures follow a certain educated guess which rarely hits on target, so as they say, ‘no forecasting model is perfect’ and it is because of the number of assumptions one must take into building a certain model. In sales institutions, the concept of demand and supply is driven by sales forecasting. Based on the historical trends and keeping in mind a ton of other factors like seasonality, cyclicity, periodicity etc., forecasting is done to reflect the best possible marketplace conditions. These factors are incorporated to include randomness and uncertainty giving the forecasting model a life-like scenario. To predict profit, one must know the number of products an organization is going to produce and sell in the next year and the price each of that product would fetch to the company. This prediction depends on the economic scenario of the coming ‘N’ number of months which will eventually decide the customer’s behavior and their buying patterns. All this cannot be known accurately beforehand while creating the forecasting plan. These are some of the assumptions one has to take while creating a forecasting model. That’s why forecasts are inaccurate, but this shouldn’t stop you from using them. Learning even a small amount using these forecasting models can give you an edge over your competition. Forecasts are not the means itself to excel in your business, they are just a benchmark for you to follow and reach a certain level.

As Oscar Wilde correctly said, “A good forecaster is not smarter than everyone else, he merely has his ignorance better organized”. There will always be gaps in these forecasting models as these are just a means for us to simplify a complicated problem. The best we can do is to judiciously use these forecasts for our advantage to back our gut instinct while taking a business decision.

Every organization uses one or the other analytical forecasting tool keeping in mind their key business factors. They plan for the next ‘N’ number of months and work accordingly to achieve and go beyond that plan. People like what is simple and that’s what our team of business consultants, technologists and data scientists did for you, they worked on the same problem statement and came up with Delphi – A Sales forecasting and Predictive Analytics application for Salesforce CRM.

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Delphi intuitively uses collective organizational knowledge to analyze and predict forecasted values of opportunities. The complex algorithms predict when an opportunity in your pipeline will convert into an order and forecast’s the value of your Opportunities, Accounts and Sales Reps.

Delphi works on Machine Learning to produce quality forecasts.

Based on your Organization’s historical data Delphi analyzes the business trend and shows the forecasted output accordingly.

Delphi uses complex Machine Learning algorithms to give you a zero-hassle holistic view of your salesforce org in just a CLICK!! Delphi prioritizes your opportunity by generation opportunity score and recommends Sales Rep assignment for those Opportunities, helping you to allocate your resources and prioritize your work. It also tells when the opportunities are going to be closed and the forecasted amount that they might fetch when they are closed.

 

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Try DELPHI for free here!!

In all, Delphi is a forecasting tool which ensures that you are not left just only with your gut feeling while taking a crucial business decision. Now you do have a skilled analytical companion with you.

Thanks for reading!!

Posted in Analytics, Forecasting, Monte Carlo Simulation, Prediction, Sales, Salesforce, Salesforce AI, Salesforce Einstein, Salesforce Machine Learning. 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.
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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 , .