A study says that approx. 14 billion connected things will be in use in 2019, and that the total will reach approx. 30 billion by 2022, producing an immense volume of data. So, the data is going to be gold for any business.
Category Archives: salesforce Tips & Tricks
7 Ways Technology is Changing the Face of Treatment Centers
Technology has provided healthcare many breakthroughs in recent years and Salesforce has been at the forefront of that. So if this is the case why are most treatment centers still so far behind. Everyday people are scouring the internet trying to find a great place to recover from the diseases of Mental Health and Addiction. It’s estimated that over 20 million Americans over the age of 12 have an addiction. Many treatment centers lack the basic tools needed to be able to serve these patients with the care they need. As a consulting partner for Salesforce we have seen technology changing the face of Treatment Centers. Technology is providing treatment centers with the advanced tools needed to navigate the ever changing landscape. We’re going to outline 7 ways that technology is changing the face of treatment centers.
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1. The addition of a CRM or Patient Relationship Management platform to the contact center is the number one way to better serving your patients. We have seen organizations taking notes on note pads or using excel to track patient calls. This is a major problem, in my experience working in a very busy Contact Center even your very best admissions representative will miss a follow up. Also in my experience, as a recovering alcoholic with almost 7 years of sobriety, I know that when I was ready to get help patience was not one of my strongest areas. So timely follow ups and the ability to take a call from beginning to end without hanging up the phone has resulted in a 35% increase in patient admissions based on case studies we have conducted.
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Posted in Agile, Salesforce, salesforce administrator, Salesforce Challenges, Salesforce cloud Implementation, salesforce community implementation, 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. Tagged with Addiction, automation, marketing automation, Marketing cloud, Salesforce, Salesforce Integration, technology, Treatment Centers.
Thinking About Marketing Automation For Higher Ed?
How can we put our name in front of someone right when they are thinking about committing to a brand? This is the question we ask ourselves in marketing. The best marketing campaigns deliver a coordinated high-quality experience across every channel and with every prospect interaction. Marketing automation tools from Salesforce bolster an organization’s ability to deliver this syndicated message. Higher education organizations are thinking more and more about how to attract news students through marketing as the space becomes increasingly competitive. Marketing automation is a dream for any organization. Salesforce has made it possible for higher education institutions, and Mirketa Inc is able to implement that possibility with you.
The Salesforce marketing cloud unlocks incredible recruiting possibilities for the higher education space. At a high level, marketing cloud uses data collected about prospects to then market back to prospects in the way that makes the most sense to each prospect and higher education organization. Salesforce has the ability for organizations to track the activity of prospective students on their website. Let’s say for example that a recruiter has met a bright student at a recruiting event at a local high school and this student agrees to give the recruiter a few pieces of administrative data like their name and email. The recruiter would then go back and enter this student as a prospective student as a prospect in their Salesforce. From that moment forward the recruiter would be able to see what sort of things the student was clicking on while visiting the school website, what they were searching, and how often they came back to visit.
Posted in Salesforce, Salesforce cloud Implementation, salesforce development, salesforce integration, salesforce Tips & Tricks. Tagged with Higher Ed, Higher Ed Salesforce Implementation, Higher Education, Salesforce, Salesforce development, Salesforce Implementation, Salesforce Marketing Automation.
Sales and Marketing Automation for Addiction Treatment, Part 1
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 were 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”
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 Addiction, Agile, Analytics, CRM, eBook, Efficient, EventBrite With Salesforce Integration, marketing automation, Marketing cloud, Organization, reporting, Sales automation, sales cloud, Salesforce, Treatment.
Introduction to Quote to Cash (QTC)
I am introducing here Quote to Cash which is well known as QTC. QTC is a process where Sales Organizations send details to their customers on their product offerings as per their need, provide them with the pricing for the set of products that they have requested, put all those in an official document called Quote and then it continues through Invoice, payment and negotiation which comes under Cash.
BE A DATA SCIENTIST WITH EINSTEIN ANALYTICS
It is extremely notable that the amount of customer data is expanding with each passing moment. One can’t simply physically investigate information and know each pattern or test numerous theories. Taking care of and dealing with this colossal data is no less than a challenge which stresses on the significance of analytics further. Acknowledging this need to be of immense importance, Salesforce recently uncovered its most progressive CRM platform called Einstein Analytics. The analytics has opened ways to a few stunning elements for CRM clients, empowering them to utilize advance analytics powered by Artificial Intelligence.
The proportion of data that a business is developing at a rapid pace, and recognizing each pattern and relationship, and to test each speculation, utilizing traditional manual situated techniques is currently beside unimaginable but Einstein analytics resolves client’s dilemma by stimulating sales, improving client service and optimizing their marketing campaigns. Overall, the Insights offered by Einstein allow executives to make decision 38 % faster which data scientists took days or even weeks to achieve.
When the user enters a query, the tool uses Artificial Intelligence (AI) to throw logically important outcomes, pinpointing what is occurring, the purpose for such an event, and expectation on what is probably going to occur next. Einstein utilizes machine learning to identify factual patterns and designs, and convey the same to users in a significantly more far reaching, reliable and contrasted way than what data scientists can ever give. The engine consequently examines billions of data combinations, and prescribes the best game-plan, assessing the in all probability situation, and the upsides and downsides of each possible action. Users may penetrate down to the most state of the art information, reveal bits of knowledge, team up and take instant action from any device.
Salesforce Einstein Analytics goes above and beyond, and is a direction framework, which utilizes past information and mediates it with current circumstances and future conceivable outcomes, to anticipate patterns.
Consider the case of a sales executive out to meet his quarterly numbers. When he uses Salesforce Einstein Analytics, he gets comprehensive and in-depth insights on a customer, competitor and pipeline data, and recommendations – Let us suppose Mark is his customer and he had set up a meeting with Mark to close the sales 3 days earlier. He assumes Mark to be loyal but Mark is talking to the competitors very often. Taking him for a coffee may be a good idea or he needs to bring in three or so managers to close the deal. Here is what you should be doing and so on.
Using Einstein Dynamics, each Sales executive gets a dynamic dashboard, complete with all the required functionalities, for example, activity tracking, account whitespace, benchmarking, and more, offering them powerful insights required to perform successfully and close more deals. Having identified a new opportunity or uncovered a trend, the user may create a task, change a close date or share insights on any device, all seamlessly from a single pane, without bothering with spreadsheets and other tools.
Einstein Discovery is a tool launched concurrently with Einstein Analytics, and superbly supplements the latter. It just takes couple of minutes for Einstein Discovery to get outcome from insights from millions of data combinations. It makes precise predictions by instantly analyzing massive amounts of data and mining out crucial patterns. “Further, Einstein Discovery generates explanations, answers, and recommendations that are easy to understand and implement by the users. This is done with slide presentations that are generated automatically, containing visualizations and key points.†(http://www.algoworks.com/blog/salesforce-einstein-analytics/, 2017)
To learn new exciting analytics, salesforce offers a package of 12 modules – “Analytics trailblazers†fun way to learn salesforce. With these smart analytics, Independent software vendors (ISVs) can now create apps using analytics app designer, visual data preparation, and outside data connectors to build their own custom analytics apps on the Salesforce platform, ensuring they have all the relevant metrics they require, and omitting any superfluous details for their business. AppExchange has around 20 analytics apps from ISVs
So, this is how you can become a data scientist in a fun and smart way!!!!!
REFERENCES
- http://www.algoworks.com/blog/salesforce-einstein-analytics
- https://www.salesforce.com/blog/2017/06/introducing-einstein-analytics.html
- http://cynoteck.com/blog-post/what-to-expect-from-salesforces-new-einstein-analytics/
Posted in Learn Salesforce, Salesforce, salesforce administrator, salesforce certified, salesforce certified developer, Salesforce Challenges, Salesforce cloud Implementation, salesforce consultant, salesforce customization, Salesforce Support Packages, salesforce Tips & Tricks, Salesforce.com, salesforce.com login, Salesforce1 Mobile app development, sfdc.
Salesforce for Nonprofits
Now a day the entire world is connected through technology. Salesforce for Nonprofits is one of the most powerful tools for any nonprofit organization as it helps in getting connected with the entire world. Built for the social and mobile era, Salesforce for Nonprofits will connect your entire organization” your partners, supporters, employees, and programs” so you can, deliver better programs and services, engage and strengthen your community, communicate more effectively, and raise more resources. (www.salesforce.org/nonprofit/, 2017)
To use salesforce for nonprofits, first you need to register to the “Power of us” program of salesforce. Once you are accepted in “Power of Us” program your organization will get your own salesforce instance with 10 free Enterprise Edition licenses along with the other products and services provided by salesforce. Through the Power of us program, qualified organization will receive the product and resources needed to effectively manage your organization and program.
Organization can purchase additional liquesces and services at a deep discounted price. All the amount received by Salesforce for these additional licenses, go right back into the foundation to allow salesforce to donate more to the nonprofit community. So, if you purchase additional licenses and invest in your own organizational success you are also investing to the overall success to the nonprofit community that uses salesforce.
As a part of the Power of Us Program you will get the benefits mentioned below:
- 10 donated Enterprise Edition Sales or Service Cloud subscriptions
- Discounts on additional subscriptions, products and/or services from Salesforce.org
- Discounts on Salesforce training
- Discounts on Salesforce events
- Access to nonprofit and education specific user groups, events and webinars
- Discounts on participating Apps and consulting partners from the AppExchange
(http://www.salesforce.org/nonprofit_product/nonprofit-editions-pricing/ , 2017)
Pricing of the additional Licenses:
Nonprofit Success Pack (NPSP): Configured out of the box for nonprofits, NPSP sits on top of the Lightning Enterprise Edition and provides complete Salesforce Customer Relationship Management (CRM) and tools to help manage programs, donations, volunteers, and supporters all in one place.
| Edition | Standard Pricing | Pricing for Non-Profit |
| Lightning Enterprise Edition | $150 | $36 |
| Lightning Enterprise Edition + NPSP | $150 | $36 |
| Lightning Unlimited Edition | $300 | $72 |
| Lightning Unlimited Edition + NPSP | $300 | $72 |
Eligibility Criteria:
Salesforce.org offers a powerful, enterprise level suite of products with the potential to dramatically transform your organization. Salesforce has different criteria for different Countries depending on the law of that country. Basic criteria to be eligible to apply for the Power of Us program is, your organization must be recognized as a charitable, nonprofit, or nongovernmental organization in the country where you are located. Your organization must have a certificate of Trust or society issued by the government of the country.
To get the in-depth knowledge about the eligibility criteria please visit the link mentioned below:
http://www.salesforce.org/nonprofit/power-of-us/eligibility-guidelines/
How to register for Power of Us program:
Now before you go forward to invest your money in Salesforce the big challenge in front of you is to know whether Salesforce is an excellent choice for your organization or not, whether it is fulfilling all your organizational requirements or not. Salesforce comes forward to help you out with making a correct decision.
Salesforce offers a free 30 days trial for all its Nonprofit Service Packs mentioned above in the Pricing section. You can register for any of the available packs and get your free trial as soon as you register. To register for your free trial please visit the below mentioned link:
http://www.salesforce.org/nonprofit/get-started/
After using that free trial Salesforce instance, if you think that this pack is best suited for your organization then you can convert this trial account to a permanent account by applying on the below mentioned link:
https://powerofus.force.com/PowerOfUsApply
Here, first you need to login with your Salesforce trial account Username and Password. If you have more than one Salesforce trial, you must log in with the username and password of the trial that you want as your production account. If you need to select a different edition, please sign up for a new trial before submitting your application. Once your application has been approved for an account you had selected, you will no longer be able to switch your licenses to another Salesforce account or instance.
Fill in all fields on the application before submitting. If approved, your organization will receive a confirmation by email stating your acceptance into the Power of Us program.
References:
http://www.salesforce.org/nonprofit_product/nonprofit-editions-pricing/
http://www.salesforce.org/nonprofit/power-of-us/
http://www.salesforce.org/nonprofit/
Why and how to keep your 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 Advitya, business decision making, CRM, Dedupe, Deduplication, manage duplicates, Marketing Campaigns, Sales Reps, Search and Merge.
Time Dependent Workflow for less than an hour
Workflow
Workflow is an automated process to implement the business logic, that evaluates the record at the time of creation or update. It is one of the most powerful tools of Salesforce.
Why necessary??
Workflow becomes indispensable to organizations for maximizing efficiency in their business processes. It allows tracking of processes.
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Posted in Agile, Learn Salesforce, Salesforce, salesforce Tips & Tricks. Tagged with Agile, Learn Salesforce, Salesforce, salesforce Tips & Tricks.
Integration using Rest API
What is REST: –
REST is Representational State Transfer which helps two systems to talk to each other with a common programmatic language. Rest is a successful replacement for HTTP.
Integration in Salesforce can be done in the following steps: –
1) Configuration.
2) Call out.
3) Web services.
Posted in Apex Controller, apex develeopment, Apex Development, CSS, force.com app development, Force.com Offshore, HTTP, J2EE, JAVA, Java Script, JIRA, JIRA on Demand, Learn Salesforce, MirketaInc, REST API, Salesforce, salesforce administrator, salesforce certified, salesforce certified developer, Salesforce Challenges, Salesforce cloud Implementation, salesforce community implementation, salesforce connectors, salesforce consultant, salesforce customization, salesforce development, Salesforce Duplicate Records Tools, salesforce for healthcare, salesforce for medical clinics, salesforce for NonProfit, salesforce for small business, salesforce integration, salesforce mvp, Salesforce Support Packages, salesforce Tips & Tricks, Salesforce.com, salesforce.com login, Salesforce1 Mobile app development, sfdc, UI, Visualforce, WEB SERVICES, XML. Tagged with REST API, Salesforce, Salesforce development, XML.
