Category Archives: Salesforce

Salesforce Manufacturing Cloud

Unlocking Cloud Capabilities With Salesforce Manufacturing Cloud

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Let’s start by throwing some light on the future: Gartner predicts that by 2025, over 85% of organizations will adopt a cloud-first approach and will be unable to effectively implement their digital plans without utilizing cloud-native technologies and architectures. We are living in an era of cloud computing, and every other industry of today is considering the benefits of sales & manufacturing cloud. The advantages of cloud computing in manufacturing are virtually limitless. Manufacturers have already reaped the benefits of these emerging technologies, which range from lower production costs to increased creativity. The Salesforce manufacturing cloud, on the other hand, takes things to the next level.

The manufacturing cloud platform provides unprecedented visibility into your business and allows you to better engage with participants across the value chain, from the supply chain to the shop floor, from distributors to end customers. So, in this blog, we’ll see why migrating to the Salesforce manufacturing cloud is the need of the hour for most industries. Before, we begin, you must know that there are 3 manufacturing cloud options. The licences and pricing depend on your business requirements.

Why choose Salesforce manufacturing cloud?

The manufacturing industry has been slow to adapt to new technologies. Many companies are still clinging to outdated processes that might be readily automated with the Salesforce manufacturing cloud. Salesforce manufacturing cloud was introduced in late 2019 to provide manufacturers with a more modern method to examine their whole operations. Businesses would be able to connect various divisions to acquire insights that might be used to better understand not only the organization but also market changes and the ability to respond rapidly to them.

The COVID-19 pandemic has brought huge disruption in every market, which is why the expectations of the customers as well as the needs of the business owners, have changed dramatically. Integration with salesforce manufacturing cloud enables businesses to meet their most critical requirements for running smoothly. The main priorities for most of the businesses that Salesforce manufacturing cloud can help achieve are:

  • It helps manufacturers in meeting commitments & running a streamlined business

Companies can use the salesforce manufacturing cloud to connect diverse divisions. Businesses may instantly and automatically input sales orders into a unified system, which are then routed directly to fulfillment by integrating sales and operations. The process is automated and connected, resulting in accurate data for sales and operations to work with.

  • Making accurate business predictions

Instant access to reporting provides crucial information about product performance. These insights advise firms about which goods are the most popular and which are underperforming. These insights can help manufacturers spot trends and better predict where resources should be directed.

  • Better inventory management

Manufacturers frequently produce a specific number of units to meet anticipated demand. The ability to precisely track client demand ensures that you are not just not producing an excess of product but also that you can meet client demands.

  • Regular updating contracts

Version-control pandemonium can result from many parties making separate revisions to client agreements. Any updates to current agreements can be made promptly and accessed by all with an automated digital contract administration method.

  • Efficient tracking of leads & improved conversion rates

Businesses can gain more insight into what is working and where there is space for improvement by implementing an automated system that follows leads through the sales process. The organization will then have a better understanding of what types of sales methods work best with potential customers.

With that said, let’s take a look into the main benefits that businesses can have while adopting the salesforce marketing cloud for their organizational needs.

Advantages of Salesforce Marketing Cloud for your Business

  • Having a personalized and targeted customer journey

Salesforce marketing cloud provides a compelling customized experience for customers, guiding them through their journey. With the use of personalization tools, businesses can easily add a personal touch to their interactions with clients. Various connected apps assist organizations in understanding their customers’ various needs. A customer’s journey is defined as a long-term relationship with your company. As a result, you must start personalizing interactions right away and keep amplifying them as time goes on with salesforce marketing cloud’s capability and data.

  • Better Understanding of Customers & Clients

One of the most important reasons why certain firms are more dependable than others is because they have a better understanding of their customers’ psychology. This offers them a leg up on their competition. Companies must adapt to market developments to remain competitive and develop their businesses. Salesforce marketing cloud comes into play at this point. This cloud function allows you to connect data to marketing operations and optimize them according to your needs. When it comes to the unpredictability of customer interests, it allows you to respond to change. It also allows you to see how your consumers’ patterns are changing. You’ll have a good notion of what’s working and what isn’t. You can make informed judgments at the correct time by utilizing the marketing cloud.

  • Customer engagement & satisfaction

An article by Salesforce states that the quality of the customer experience will define the future of manufacturing. Your customers will be satisfied thanks to all of Salesforce’s capabilities as well as all of your hard work and efforts. As a result, you will be satisfied as well. salesforce marketing cloud is a Salesforce tool that allows users to build a tailored experience for their customers, allowing them to have a complete 360-degree view of each one of them. That is what marketing cloud is for. It thrives and helps others to thrive as well. It helps you become a customer-driven firm by allowing users to connect the dots across crucial customer touchpoints.

  • Security & AI customization

Salesforce is a powerful platform that fosters trust and protects data from being misused. By examining the data, any harm done to your business by your competitors can be avoided, and your business can be protected. Salesforce offers a safe platform that shields clients from unfair looting. As a result, the greater security you supply them, the more comfortable they will get with your company. Customization using Artificial Intelligence is one of the advantages of salesforce marketing cloud. It allows Einstein Tools to be integrated with data and combined. Using AI helps in organizing interactions, and as a result, salesforce marketing cloud provides for more personalized client interactions.

Conclusion

Salesforce manufacturing cloud may help your company become more efficient at all levels. While many manufacturers have been hesitant to adopt new technologies because they are protective of their long-standing processes, there are genuine commercial benefits to spreading this technology across the enterprise.

UBSdigiCloud has an in-depth understanding of manufacturing processes, automation, and best practices. The experts specialize in converting complicated processes into lean processes with salesforce manufacturing cloud solutions. Migration and integration become easy with our solution partners. Connect with us to discuss your requirements.

Increase ROI

How to Increase Salesforce ROI

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Salesforce is mentioned in almost every talk about picking a new CRM. The world-renowned CRM provider was ranked #1 by the International Data Corporation (IDC) in their latest Worldwide Semiannual Software Tracker.

When it comes to something as essential as selecting a new Customer Relationship Management platform, the bottom line always comes first. And you’ll need demonstrable ROI to persuade your company’s decision-makers or even yourself. Your Salesforce ROI has two sides: growing revenue and lowering costs. To achieve both, make sure you and your staff are doing all possible to make the most of what Salesforce has to offer in terms of assisting your company’s growth. In this blog, we’ll see how you can improve and increase your Salesforce ROI.

Factors Contributing to Increasing in Salesforce ROI

Salesforce, like any other platform, should be used in conjunction with your existing procedures to help you reach your objectives. We see organizations trying to follow a different procedure within Salesforce all the time since they don’t know how to customize the product to their needs. This results in dissatisfaction, a lack of acceptance and usage of the product as a whole, and a considerable waste of time and corporate resources for your employees. So, businesses must ensure the following things as they primarily contribute to the increasing ROI of Salesforce in your business:

  • Position of Data

Businesses are always gathering data, but most of them are unable to utilize it and derive value from it because the data hasn’t been tailored for their team’s unique requirements or isn’t conveniently available in one spot. So, it should be ensured that all of the Salesforce data should be present at a centralized location and must be relevant for every team.

  • Salesforce Roadmap & schedule

Without a proper roadmap, teams often find it quite stressful to handle more work at a time and get overwhelmed. So, you need to have a structured roadmap made for your teams regarding the use of Salesforce and have to focus on more customization and adoption across your organization. This way, you can start small and get on schedule every time.

  • Employees’ understanding

As per Salesforce reports, eighty-five percent of businesses expect consistent interactions across teams/departments. But, often, businesses fail to make their employees understand the benefits of Salesforce, and as a result, there are non-streamlined operations and work. So, it is one of the most important factors to make your employees aware of the benefits of Salesforce and yield more efficient and collaborative outputs.

How to Increase Salesforce User Adoption?

It’s usually due to a lack of salesforce user adoption. It’s all well and good to create an amazing CRM system, but if the target user isn’t involved in the construction and maintenance of the platform, the entire process will stutter and eventually fail. So, here are the key ways to increase Salesforce user adoption.

  • Establishing ownership with senior stakeholders

When a Salesforce team is backed by an executive stakeholder who can assist roadmap and prioritize based on business goals, as well as guarantee the delivery/communications around upgrades across the board, the team is less likely to face pushback.

  • Identifying bottlenecks and automating processes

People will be more likely to utilize Salesforce if it is made easier to use. Adding a little creativity to Salesforce may help users speed up activities that would otherwise be done manually, such as data entry.

  • Utilizing AppExchange

The AppExchange has a plethora of free and paid plugins designed specifically to make Salesforce more useful. When it comes to making Salesforce more appealing, engaging, and easy to use, these add-on bells and whistles may be tremendously effective.

  • Partnering with the best users

Keeping your users at the center of everything you do will boost adoption rates by reinforcing the idea that this is a platform intended to help them succeed, not as a tracking tool.

Best Practices to Increase User Adoption

Here are some best practices to increase Salesforce user adoption:

  • Making Salesforce easier to use

Simplicity is essential when it comes to your Salesforce org. Allowing your implementation to become bogged down with hundreds of needed data columns is a bad idea. Consider how you can make some parts more efficient and interesting.

  • Leading examples & training users

When it comes to deploying Salesforce, proper training is a requirement. Salesforce adoption requires a top-down strategy, and leadership support is essential for success. On a daily basis, sales executives must show the platform’s strategic worth.

  • Celebrating the power users and having fun with chatter

Salesforce’s social networking tool, Chatter, may help your employees become more engaged with the platform. Incentives and incentive systems have been shown to increase employee engagement and motivation, so always consider giving your best users some of them.

Conclusion

It may be a lot of fun to learn all there is to know about your clients with CRM software and tools. But keep in mind that they are only tools, and they can’t take the place of the actual human element in the marketing process. Relationships, loyalty, and other intangibles are now more than ever the true indicators of return on investment. So, following these steps in the blog would help you to yield the most ROI out of your Salesforce.

Release Manager Salesforce

The Need for a Dedicated Salesforce Release Manager

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Salesforce release management is an ongoing procedure with certain stages that must be followed to ensure a successful release every time. To ensure a stable deployment of new features, each step must be completed before moving on to the next. Processes for Salesforce Release Management should not be set up in isolation. They are intricately linked to the organization’s business strategy, objectives, change management, governance, and other factors. The goal of release management is to create optimal business value and resource utilization by having a consistent set of repeatable, dependable, and resource-independent processes. Given that most businesses are focused on completing shorter, high-yield business initiatives, optimizing the application delivery value chain is critical to ensuring that the business value is delivered without bottlenecks. That is why a Salesforce Release Manager is crucial in every organization working with the Salesforce platform to ensure a smooth release process and to prevent any misalignment in the same.

Setting up Salesforce Sandbox

A Salesforce sandbox is a place where you can test and build without risking your main, or production, Salesforce org’s valuable data being changed or lost. Sandboxes are a great way to keep your data clean while you’re teaching, testing, or developing. It’s usually a good idea to first test these features in a sandbox, regardless of the size of your business or the feature you’re changing or introducing. Setting up a Salesforce Sandbox requires you to choose the appropriate option from the given list according to your requirements. Mainly, Salesforce offers four types of Sandboxes to be created based on the different needs of the organization. And once you configure all the necessary points, your Sandbox will be created in any span of time, ranging from minutes to days depending upon the size of the data and your organization.

Importance of a Release Management Strategy

The lack of a release management strategy that dictates how and when changes to the system are provided is one of the main factors that may derail a successful Salesforce operation. Because without a release management plan, what began as a well-organized program with stakeholder buy-in and end-user knowledge can swiftly devolve into chaos. A Salesforce release management approach helps keep a successful Salesforce program on pace and generate ongoing benefits, allowing you to double down on the gains you’ve already seen. It accomplishes this by establishing a clear procedure for receiving, reviewing, and prioritizing requests for updates, as well as delivering those changes in an orderly manner.

Keeping updated with Salesforce’s yearly releases

Salesforce release managers are the company’s ambassadors, leaders, and experts on all things related to Salesforce. And remaining updated on technologies that can affect your organization, whether they’re new tools you can use or upgrades to features you already use, is an important aspect of being the Salesforce expert for your firm. With three product releases every year, it’s critical to have a game plan in place for upcoming releases. So, to keep your Salesforce environment updated, you need to focus on the following points:

  • Be aware of when the updates are coming

To be prepared, you must first understand what is coming and when it will arrive. All key dates for your Salesforce environment are listed on the Salesforce Trust calendar, including release schedules for your Salesforce instance.  

  • Test the new features

When working with new updates, try to look into the new environment features and get to know how new things work.

Updating Salesforce Environment Best Practices

Salesforce’s ability to allow fewer technical users to construct apps and customizations without writing a single line of code is at the heart of what makes it so effective. This one-of-a-kind strength, however, comes at a price. Because of its proclivity for introducing numerous competing sources of truth, as well as the cost of reversing click settings into code, it makes source control and release management extremely difficult. Companies should follow several guiding principles while implementing Salesforce source control and release management, which may not be required in other software development stacks. So, below are some best practices and methods that companies can practice to keep their Salesforce environment updated and clean:

  • Using pull requests & feature branching

Your developers/admins should each work on their sandbox and commit modifications to a feature branch that represents a business change (Jira ticket, business request, etc.). Before being deployed in targeted environments, this feature branch will be integrated into integration branches.  

  • Tracking code & configurations in Git and sourcing from it

Setting up a continuous integration task that deploys from your Git repository to your production instance is the ideal way to do this. This forces your entire team to follow the release management procedure and always commit changes to Git before pushing them to production.  

  • Releasing smaller changes frequently

This allows your team to quickly sync their sandboxes by simply delivering the master branch to their sandboxes without encountering any deployment difficulties.  

  • Setting automated continuous integration

Set up automatic continuous integration jobs to validate commits as soon as they are merged. Build failures clog your release management pipeline, so create a culture in which everyone takes build failures seriously and addresses them promptly.  

  • Segregation of duty & access control

Your Salesforce release management process should be constructed so that each job is solely concerned with his or her element of the process. Depending on the size and complexity of your Salesforce system, your optimum build pipeline, branching strategy, and release management procedure will range slightly. However, if you follow the best practices outlined above, you will be one step ahead of the game in bringing your team toward a more simplified, modern, and automated Salesforce release management process.

Conclusion

A successful implementation is a vital first step in your Salesforce journey, but it is only the beginning. To reap the long-term benefits of Salesforce, institutional governance is required, as is a release management approach. When combined with a great Salesforce release manager, these tactics will yield even greater returns on your investment and help keep both end-users and stakeholders involved in the program.

What Makes Salesforce The Leading CRM in 2022?

“Customer service shouldn’t just be a department, it should be the entire company,”

Tony Hsieh.

Similarly, Customer Service Management (CRM) shouldn’t be an add-on; it should be the entire software. Product or service-related, every business exists for client service and customer satisfaction.

Salesforce CRM

When it comes to CRM, the journey is quite comprehensive, from tapping leads to dealing with all sorts of customer concerns varying from marketing and sales to customer service. Salesforce CRM streamlines the enterprise and helps in saving valuable resources and time. It maps and optimizes the end-to-end customer journey to shape positive customer experiences.

Founded in 1999 with a vision to reinvent CRM, Salesforce now defines a new era and the future of cloud CRM.

In 2022, one of the best-known CRMs available is Salesforce.

We don’t just say this; we prove it:

Cutting-edge technology: Leverage new technologies with the latest features. Salesforce CRM boasts embedded analytics, IoT and artificial intelligence.

Yearly innovations to stay ahead: The platform is so powerful that there are yearly upgrades. Migration to a newer version is seamless, and upgrades are automatic.

360º view of the customer journey: Salesforce connects various systems and databases to bring together all the information received from customers. It enables businesses to find a large amount of data in a single place.

Solve problems with integrated apps: Enjoy 3,000+ integrated apps for direct use on Salesforce. Also, you get many innovative cloud offerings, including Sales Cloud, Service Cloud and Sales Chatter. These platforms take care of everything related to customers, from contact management to sales pipeline monitoring and lead nurturing to performance analytics.

Scalability and Customisation: Whether it is looking after your company’s existing customer relationships or taking care of the customer base for the next two years, Salesforce has the capability and capacity to scale up.

The platform can be personalized to fit the unique needs of a business. You can personalize customer emails and trace the purchase history of every client.

Security: Salesforce takes care of critical business data. It has pre-installed privacy features that allow businesses to decide who can access their data. All these abilities make this a very trustworthy and secure software.

Run your business on your mobile: Salesforce’s mobile application allows you to manage all your activities – from meetings and leads to reports – anytime and anywhere – using your smartphone.

‘The best CRM’ accreditations: Salesforce’s success is endorsed by titles and recognitions received from client businesses and industry leaders worldwide. The company prides a range of awards for the Best CRM (in large, small, and medium-sized businesses). Gartner has also regarded Salesforce as a leading Customer Engagement Center.

Further, MNCs and fast-growing companies globally use the Salesforce platform. As of 2018, 99 of the 100 companies on the Fortune 100 list used Salesforce.

It’s established and vetted!

Salesforce is the CRM of choice.

UBS DigiCloud helps you generate real value from your Salesforce investment.

Plan and strategize the best Salesforce CRM implementation to get the best value for money.

UBSDigiCloud’s strength in Salesforce consulting services enables businesses to create intelligent workflows to keep pace with changing customer needs and expectations. If you would like to solve customer experience problems with unparalleled CX solutions, partner with UBSDigiCloud. We guide customer businesses end-to-end with key expertise in Salesforce consulting, implementation, and support services.

Configure your Salesforce system to align with your business’s current and future needs. Transform how you interact, manage customers, partners and employees with Salesforce. Leverage complete support from UBSDigiCloud.