Tag Archives: Salesforce Integration

Integration with Salesforce Lightning External Services

Nowadays there is an API Integration in almost every org. The main purpose of integration with another service is to avoid reinventing the wheel. However, the development effort that is required to integrate with services is a complex and time-consuming venture.

It reduces speed to market, but it also saps developer energy that is better spent in the front end, building the features that will really differentiate their app. With external services salesforce makes this a lot easier and admin friendly.

With salesforce external services you can connect to any service that you want to, invoke methods based on the external source via a flow all with the help of an easy-to-use wizard. Declarative tools are used to import API definitions right into Salesforce. Continue reading

Posted in Agile, Salesforce, Salesforce Challenges, salesforce development, salesforce integration, Salesforce Lightning, Service Cloud. Tagged with , , , , , , .

7 Ways Technology is Changing the Face of Treatment Centers

salesforce technology

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 , , , , , , , .

Salesforce CRM for Wineries: The Customized Winery and Spirits CRM

Any business trying to grow and increase their client base needs a winery customer relationship management (CRM) software program. It’s just a simple fact that even the smallest businesses can’t avoid for very long before keeping track of clients starts to consume the entire day. Crm for Wineries are no exception.

The wine crm industry has a tendency to be reactive with their wine sales after they build a client relationship. The winery crm industry needs to have a CRM that empowers wineries to take action proactively in their marketing efforts. Salesforce has this ability through the use of marketing automation, data analytics, and AI. Salesforce can use your winery’s historical data of purchases made by clients to predict what products that client may be interested in. This allows wineries to target specific customers with specific content.

what is winery crm

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

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.

pardot salesforce

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 , , .

Salesforce Implementation Using Agile Scrum Process

what is agile salesforce implementationWith having being part of 5 Service cloud and Agile salesforce implementation projects I have realized that customizing the platform to the client’s need is not challenging but the build up to the production release and approach that the integrator adopts to, makes all the difference to have delighted project sponsors and end users. Continue reading

Posted in Agile, Salesforce cloud Implementation, salesforce community implementation, salesforce consultant. 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 , , , .

Taking Cloud Apps to Mobile on a Budget

Cloud solutions like Salesforce.com, Netsuite, Microsoft Dynamics are doing a great job solving for the needs in different functional areas. Although they all started with non-mobile solutions, they have done a decent (not great) job extending their solutions on to the mobile devices.

Native mobile solutions by SaaS providers are somewhat meeting the needs of users from their respective functional areas. However, you are out of luck if you require access to the data and features from multiple cloud applications. You will be juggling between different native apps to get the complete picture that you looking for.
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Posted in Middleware, Mobile Integrator, Salesforce.com. Tagged with , , , , .

What makes good teams to fail?

Case Studies Project FailuresOver the years I have seen many good teams make a few common mistakes that led them to failures. In this post I have picked up 5 case studies where teams with good track record of success failed to meet their goals. These teams worked at companies of different size & culture. The project work included enterprise web application development, custom force.com application development and Salesforce.com integration with other cloud application, process change management and sales and marketing for a start-up product/services.

After seeing the teams repeating these common sense mistakes over and over again, I come to believe that common sense is not the common after all. Watch out for the early symptoms of failure and correct your course before it is too late.

http://www.mirketa.com/blog/wp-content/uploads/2013/10/TalesofFailures.pdf

 

cheers

Rajeev

Posted in Agile, Process Change Management, Salesforce.com, Visualforce. Tagged with , , , , .