Thanks to Salesforce for creating this infographic to explain the different ways your business can use Geo-Fencing. With Marketing Cloud small business can compete on the same terms as the largest marketers and really connect with their customers when it matters most.
With all the high-profile headlines this year about data breaches and corporate hacks, Business Managers have to realize that cloud computing, and in particular, Infrastructure as a Service (IaaS) have enviable security records and will generally outperform the small-to-mid-sized IT department for security, and reliability.
Gartner's Is the Cloud Secure" article from 2017 predicts that over the next three years,
"public cloud infrastructure as a service (IaaS) workloads will suffer at least 60% fewer security incidents than those in traditional data centers"
When you think about it, this should be great news for IT managers and business leaders. They still have due diligence responsibilities when selecting and managing their cloud vendors but now they can focus on adding value and building capability for their core business rather than infrastructure management.
So happy to see when my org got upgraded to Summer '17 that the Lightning Object Manager became much more useful. It was so frustrating dealing with objects that had many fields because of the paging that admins had to go through. Now there is a separate tab in set up to make dealing with object so much better.
Are you in competitive situations with every sales cycle where your competitors are actively calling on the same accounts you are? Then you need to amplify your engagement efforts with automated nurture campaigns. For every customer your sales person directly interacts with, automate the follow-up with three dynamic targeted email messages.
Create content specific to each competitor and dynamically present it to the prospect
When your sales rep makes that first call and finds that competitor A & B are also calling, let the sales rep engage the prospect with a nurture campaign that specifically targets those competitors.
Marketing can prepare competitive content in advance
With Salesforce Engage sales reps can add people to a competitive campaign and the dynamic content capabilities of Pardot automation can put pre-built content into each message based on the competitive intelligence supplied by the rep.
Event Marketing is great way for B2B and even B2C companies to get in front of their prospective and existing customers. You should plan communications that can go it in advance of the event to pique the interest of attending customers and prospects. You also need your follow-up strategy ready to launch the day after the event.
Send a video invitation
A short video invitation to ask them to come by the event will help you standout. Your sales reps can send a scripted but informal video to your clients inviting them to drop by your booth. (Videos can cost almost nothing and are trackable just like emails - ask us how.)
Create a Nurture Campaign for follow up in the next 30 days.
For those existing customers who dropped by and expressed interest in that new feature or prospects who you met for the first time, you can use an automated campaign to stay in touch, offer valuable information and gauge their interest so you can maximize your time working your pipeline.
Plan a series of three follow-up messages for your customers and your prospects.
I have a client who asked about making Chatter a central tool for their team and I compiled this list of action items and tips that can help anyone take advantage of social networking for business.
Chatter brings the functionality of the social network to your workload management.
Chatter allows you to connect topics and conversations directly to Accounts, Contacts and other objects such as Insurance and Investments. Instead of email threads separate from each other and separate from the customer data they refer to, Chatter brings all that information together, organized by topic, group and connected to your customer data.
How do you make Chatter an organizational resource that becomes more valuable than daily email?
We got some great news today as Salesforce announced a timeline for their implementation of Canadian data centres in cooperation with Amazon Web Services.
Many of our clients will welcome this news, especially those in Financial Services.
If you have any questions about this might mean to you or your business - give me a call.
Amazon Web Services, Salesforce extend cloud infrastructure partnership
Dec. 2, 2016 11:29 AM ET|By: Eric McCaffrey, SA News Editor Salesforce (CRM +0.2%) to utilize AWS (AMZN +0.1%) infrastructure in Canada, marking the first AWS region to become supported as part of Salesforce's international infrastructure efforts.
Delivery to customers of Salesforce's Sales Cloud, Service Cloud, Community Cloud, Analytics Cloud and other services on the the infrastructure will be enabled. Mid-2017 availability of the integrations is anticipated.
Further related alliances are noted to be expected.
It was always difficult in Salesforce.com to show a relationship of one person or contact to multiple accounts - a household and a company for instance. Now in the latest edition of Salesforce Summer '16 they have finally made multiple relationships a standard feature.
This is very important for financial Advisors because so many high-net-wealth clients have relationships to multiple entities and it is important to keep track of those. For example, you might have a client who has a family (household) and primary business and maybe a holding company. In previous generations of Salesforce, managing those relationships was always difficult.
Now users of WealthTrack can take advantage of the Multiple Relationship feature in Salesforce to track and service these important clients in a more proactive and natural manner. This feature needs to be enabled in Salesforce as it isn't a default feature and some configuration needs to take place to optimize the behaviour - and we are happy to help.
If you want to know more, or see a demo of how this works, drop me a line and I'll arrange a demo.
I'm working on a project with a FinServ company who has been a Marketo customer for years and now we are implementing Salesforce Service Cloud for them. For those unfamiliar with Marketo, it is a leading Marketing automation tool that can synch data with Salesforce.com. The idea is that your marketing team does its magic in the marketing tool and any customer/lead behaviour tracked by Marketo, is synced back to your CRM. Anything that changes in your CRM goes up to Marketo so new campaigns can be targeted based on customer data.
This week's challenge is syncing the existing Marketo data with the Salesforce.com data that was migrated from the legacy CRM. Sure, we've got to map the fields we want synced. However, if we just turn on syncing without more planning, then all the Marketo leads and customers will get written back to Salesforce and all the legacy data loaded in Salesforce is pushed to Marketo. The net result is a near total duplication of records.
So the solution is to decide which system do we trust to have the best data on leads and customers. In our case, we decided that Marketo had much better lead information, and Salesforce had much better customer information. So our plan of action has been to archive off the customer data from Marketo and not load any leads into Salesforce from legacy systems. We then let Marketo leads sync back to Salesforce and Salesforce customer data push up to Marketo. It's a big job first time, but much better that de-duping all that data!
Have you tried anything similar?
In the next few weeks we will all be making New Year’s resolutions to improve ourselves for the upcoming year. But have you considered making some resolutions for your business’s Salesforce Org? Here’s a few tips to get you started on the right foot in 2016.
1) Clean up your data
Spend some time looking at your data and clean up any inconsistencies. Get all of your account managers to help clean up their own accounts, check for duplicates and incomplete records. To help minimise problems in the future, set some required fields on page layouts, or validation rules.
2) Ask your users for feedback
Over time, users often will learn to live with little annoyances, but some simple changes to your system could make their lives much easier. For example, if they are always flicking from Contact to Account page to access information, consider adding formulas to the Contact page to show the Account information.
3) Review the AppExchange
There are over 2700 apps available on the AppExchange to increase the functionality of Salesforce. Consider integrating your everyday tools such as Microsoft Office and Google Apps for instant impact and greater adoption. From marketing to accounting to human resources, there is an app for nearly every facet of your business and industry.
4) Tidy up page layouts
If you have added new fields over the past 12 months, review the layouts and make sure information is stored in a logical order. You can also change the columns you see on related lists and order them to see the most relevant records at the top.
5) Chat with an external Salesforce consultant
Your internal Salesforce administrator is most likely an expert in your company’s CRM and how it is functioning. However, an external consultant can offer outside suggestions and best practice techniques that an internal employee either cannot, or is unwilling to suggest. With exposure to a wide range of clients, a Salesforce consultant like TechActif’s team can apply novel solutions to your business.
Salesforce can grow with your business and the way you use it will evolve. So get in the habit of reviewing your system and keeping it ship shape!
Happy Holidays from TechActif
Never Stop Learning
I've been working as an implementation consultant using Salesforce.com for more than 8 years now and it seems every week I learn something new. Either a new feature they've released or some hidden gem of functionality that we discovered. If you're interested, I will share them here and you can check it out.