Our Blogs

Salesforce may be a powerful and trending solution—but unlocking its full potential requires more than just turning it on. That’s where the Salesforce consulting company appears and acts as strategic advisors, hands-on problem solvers, and system architects who ensure that Salesforce is designed, implemented, and optimized in a way that drives real business value. Read through the guide to learn what their core duties include. Core Duties of a Salesforce Consultant 1.Discovery & Requirement Gathering Prior to embarking on any actions towards Salesforce implementation, it is necessary to first identify the core need of the business. Hence, without a thorough discovery phase, a Salesforce implementation may lack direction. This phase calls for a Salesforce consultant to work closely with end users, department heads, and managers. In that way, the consultants learn how this particular organization works, what challenges it faces, and how successful implementation helps it resolve those problems. Below is what this step encompasses: Workshops and Interviews Consultants meet with different teams like marketing, service, IT, and sales to gather input. This meeting helps them learn about manual processes, current challenges, and wish list features directly from the people who are going to use Salesforce. Mapping Current Workflows and Pain Points In this step, consultants analyze everything about how things happen in a business, how leads are tracked, and how customer service cases are handled. They identify gaps, inefficiencies, or other bottlenecks that Salesforce can fix. Defining Success Criteria for the Implementation Instead of getting Salesforce up and running, the step defines how success looks like, i.e., faster lead conversions, improved customer support response time, and better visibility into sales pipelines. 2.Solution Design Now that the discovery and requirement gathering is complete, it’s time to turn the insights collected from the first step into a real and workable plan. And how would Salesforce consultants do it? Well, they put your business needs in one place. This helps them create a tailored blueprint for how Salesforce will be configured to intersect those goals. Here is what the phase includes: Designing System Architecture The consultants draw the big-picture structure of the Salesforce system including modules like Experience Cloud, Service Cloud, and Sales Cloud. This structure defines the data flow, modules alignment, and third-party tools' connection to ensure security, scalability, and efficiency. Recommending the Right Salesforce Products, Editions, and Integrations Instead of moving with an approach of “one-size-fits-all," the consultants build the customized solution by letting you choose the exact products like Field Service Lightning, Pardot, CPQ. Moreover, they add editions like Professional vs. Enterprise that not just matches your business goals but also comes under the budget. Besides, consultants advise on integrations—how external systems should be connected. Crafting a Future-Ready Data Model with Optimized Workflow Integration At this moment, consultants define the way data must be organized (fields, custom objects, and relationships), and business processes must be automated (lead routing, case escalation, and approval processes). This ensures that Salesforce supports your future growth and current needs without turning out to be a messy and outdated system. 3.Configuration & Customization Having finalized the design, now it’s time to bring the solution to reality. That’s where Salesforce consultants configure and customize the platform based on your unique business goals so that it perfectly aligns with the objectives. Set Up Custom Fields, Objects, Page Layouts, and Record Types Custom Fields: Beyond what Salesforce provides, this allows you to capture the data you need. For example, you may require a “Service Tier” field on a Case and a “Vendor Type” field on an Account. Custom Objects: If your business tracks data that doesn’t fit into Salesforce’s standard objects like Opportunities, Accounts, and Leads, a consultant can create entirely new ones—Projects, Subscriptions, and Assets. Record Types: It is useful only when managing different processes for the same kind of data—like handling renewal sales and new sales separately—without mixing things up. Page Layouts: This controls what users view and interact with, making sure users see only fields and features relevant to them. Deploy automation features by configuring flows, approval routes, and process builders Flows: These are dynamic and visual automation tools, useful when you need to process case resolution, quote approval, and onboarding. Approval Rules: Based on predefined logic, it automates the approval of certain records like large discount approvals and high value opportunities, thus keeping decision-making consistent. Process Builders: Used for automating certain tasks like triggering notifications, sending emails, and updating fields. Customize Dashboards, User Interfaces, and Reports Dashboards: Bring in summaries of different business metrics. For example, a support team might get to learn about open cases by priority, meanwhile, a sales manager sees pipeline by stage. User Interface (UI) Customization: This includes optimization of page layouts, navigation, and buttons for usability and clarity—so users work seamlessly with Salesforce. Reports: Dynamic reports allow users to dive deep into bottlenecks, trends and performance, thus helping them improve further and match user needs with KPIs. 4.Integration with Other Systems Salesforce is no doubt dynamic software—however, it works even more effectively and smarter when it aligns well with the tools your business uses. That is why integration is crucial, connecting Salesforce to your other technology systems and saving team members from wasting time manually copying data and bouncing between platforms. Integrate marketing, customer service, ERP, or custom app together like Marketo, Mailchimp, or HubSpot for marketing Custom In-house applications built exclusively for your organization Robust ERP solutions to optimize inventory, financial management, and business operations. Customer support platforms like ServiceNow and Zendesk Use APIs, Middleware, or AppExchange Tools for Seamless Data Flow APIs serve as the channels through which two systems come in real-time sync with one another. Middleware Tools like Dell Boomi, Zapier, and MuleSoft conduct intricate integration and chain multiple apps in one workflow. App Exchange Solutions provide pre-built connectors for apps, enabling their customization based on businesses’ unique needs.  5.Data Migration & Management Transferring a lot of data from an older system is what is required when a company makes a switch from other systems to Salesforce. But here is the catch. Moving data isn’t as simple as just copying and pasting—because it requires planning, precision, and care. This ultimately results in turning data all clean, secured, and organized. Cleanse, Map, and Transform Data Cleanse: Eliminate duplicates, fill in missing information, and resolve incorrect values to prevent data from clogging the system. Map: Align old data fields with new Salesforce fields, making your old “Client Name” field mapped to Salesforce’s “Account Name.” Transform: Turn one format into another to fit Salesforce's structure. Consider Data Accuracy, Structure, and Security Accuracy: Your records should bring current and updated business information. Security: Sensitive data is treated accordingly and is put under access permissions so that only the right people with authorized permission have access to it. Use Tools like Third-Party Solutions and Data Loader Third party tools like Jitterbit and MuleSoft provide advanced features for complex and ongoing migrations. Data loader, a Salesforce provided tool helps in bulk uploading, updating, or deleting data for large data sets. 6.User Training & Change Management Salesforce implementation can be technically perfect, but its adoption will fail if users don’t understand how to use it. That’s where training and change management appears and ensures that the team understands how to use the system confidently. Here is how the consultants make training and change management happen. Create and Deliver Training Materials and Sessions via Concerning These Factors Training Format Types: Create records of video tutorials, live workshops, cheat sheets, FAQs, and interactive walkthroughs. Audience-Specific: Tailors the content for various groups like service agents, admins, and sales reps so that what is relevant to a specific user is delivered. Real-Life Scenarios: Train on actual business use cases to make learning more relatable and practical. Design Onboarding Plans for Different User Roles As consultants are already aware that onboarding is role-based and streamlined, they ensure that different teams learn and understand different things. For instance: Sales teams focus on pipeline tracking, quote generation, and lead management. Executives require guidance on reports, key metrics, and dashboards. Customer support teams are trained in segments like case escalations, SLA, and case handling. Guide Users on Best Practices and Usage Policies Flexibility within Salesforce is good—but it can lead to inconsistency if not guided well. That’s where consultants come and set guardrails by: Creating documentation that teams can refer to when questions come up. Establishing policies like updating frequency, requiring fields, and naming conventions. Sharing best practices for task tracking, opportunity updates, and data entry. 7.Post-Implementation Support & Optimization In the course of the Salesforce platform going live, the best Salesforce consulting company makes sure that it performs well, delivers value, and evolves over time. Here is how they do to ensure this: Monitor System Performance: Consultants ensure that the system is functioning well in terms of user activity and accuracy. This way they track reports, integrations, and automation to flag any technical issues that need to be resolved attentively. Offer Ongoing Support and Enhancements: They resolve bugs, ensure feature enhancements based on new requests, and consider user support when new hires need onboarding. Refine Workflows and Features as Business Needs Evolve: Workflows require adjustments with your company stepping towards growth or launching new products and services. That’s why the best Salesforce consulting company revisits the setup periodically to fine tune your processes. To Sum it Up! Together, these Salesforce implementation partners help ensure that Salesforce remains a living and growing part of your business, not just a static system that gets dusty after launch. Not just these consultants provide the foresight and support that ensure successful implementation but also act upon their post-launch responsibilities. If you want to measure the true return on investment collected with Salesforce’s potential, consider meeting with our experts at the panel. They align Salesforce capabilities with your future business strategy, thus ensuring that the engine of innovation and agility will bring lasting growth and a competitive edge in your industry.

Retailers need to come up with innovative strategies to attract and retain customers in the rapidly expanding e-commerce era. For this reason, in recent years, more retailers have resorted to SMS marketing. The advantages of using retail SMS, how to begin retail SMS marketing and real-world SMS marketing campaign examples will all be covered in this article. Benefits of SMS marketing for retail When using SMS in retail marketing, businesses will experience a number of benefits. Here are some of them: Higher open rates. SMS messages have a staggering 98% open rate. The open rate of emails is 20%. Users feel compelled to read SMS messages because they are sent directly to their mobile phones. Higher conversion rates. Well-crafted SMS campaigns have shown to be about 6 times more effective than email marketing when it comes to conversions. Instant delivery. It takes little time to send, receive, and read text messages. Most texts are read within a few minutes of being sent, according to research. Because of this, text marketing works well for communications that need to be sent quickly. Seamless integrations. Integrating modern business texting platforms with your existing marketing systems is easy. This enables merchants to develop an omnichannel strategy and synchronize data across platforms. Improved customer engagement. Research indicates that 45 % of people respond to SMS texts. Because of this, it's a great way to get feedback from customers and have two-way interactions. How to utilize SMS marketing in Retail SMS marketing can assist retail establishments in overcoming some of their most significant obstacles by increasing sales and interacting with their target audience. Let's examine a few typical ways that SMS can benefit merchants. Reduce excess inventory. To instill a sense of urgency and motivate customers to buy things and clear out old inventory, run a text campaign promoting a flash sale. Discounts. Distribute time-limited sales or discount coupons on old inventory or slow-moving products. Personalized offers. Use text messaging campaigns to interact with loyal customers, offering them tailored deals and incentives to buy seasonal or near-expiration products. Events. To get the product off the shelf, advertise an in-store event. Low inventory warning. Inform customers when a certain product is almost gone so they can buy it before it sells out. Back-in-stock alert. Notify customers who have joined a waitlist or indicated an interest in particular products when they become available again. Product alternatives. When a certain item is out of stock, let customers know about other similar products so they can still buy it and not get frustrated. Pre-order opportunities. Notify customers of impending product releases or pre-order possibilities so they can reserve the things they want ahead of time. Product launch. Create anticipation by informing customers when a new product will be available in stores. Send your contacts a catalog or sneak peek to pique their attention. In-store sales. Throughout the year, run special sales, particularly around the holidays. One of the best ways to boost traffic and encourage purchases is through Black Friday text marketing. Improve customer satisfaction. To learn more about your customer satisfaction levels and pinpoint areas for development, send a text survey. Brand surveys. To find out what your consumers like, what intrigues them, and what products they would want to see more of in your retail business, you can also send them a survey. Order updates. Keep customers updated about their order status. Notify them of any delays or changes they should be aware of, as well as when an order is prepared for collection. Customer support. Utilize SMS to proactively respond to consumer questions or concerns, offering timely, personalized assistance to improve the overall customer experience. Retain more customers. Establish an SMS loyalty program that encourages repeat business and builds customer loyalty by giving customers access to exclusive offers, prizes, or points for their purchases. Personalized content. On their birthdays or anniversaries, send customers personalized texts expressing your gratitude and providing exclusive deals or prizes.‍ Re-engagement campaigns. Sending tailored offers or reminders to dormant or inactive contacts via SMS can rekindle their interest in your brand. Retail SMS Marketing Best Practices By using these best practices, your SMS marketing campaigns can generate insane levels of engagement: Obtain explicit consent Before sending SMS messages, we get users' express and unambiguous consent. The following are some excellent practices for SMS opt-in: Express written consent. Use online forms to get explicit consent before sending marketing SMS texts. Give recipients a clear way to opt-out. In order to improve your brand’s reputation, include the option to unsubscribe in every SMS. Log all opt-ins and opt-outs. This facilitates the creation of a customer list for SMS messaging. Indicate the goal and frequency in clear terms.  Terms and conditions (T&C), privacy policy, and other information might be included to clearly indicate the frequency of communications and their intended use. If you don't currently have a terms and conditions paper, think about using a template. Create a strong subscriber list.  In order to reach contacts and boost opening rates, the subscriber list is carefully vetted. The following text marketing advice will help you build the perfect list of subscribers for your SMS campaigns: Spread the word about your SMS campaign to the different subscribers via social media and email. Incentivize sign-ups on your social media page. Add an invitation to pop-up ads. At checkout, invite customers to join. Segment audiences to improve targeting In SMS marketing, audience list segmentation efficiently targets and boosts engagement. Here are some ways to effectively segment your contact list. Demographic segmentation: By location, gender, and age. Behavioral segmentation: Segment them based on browsing habits, engagement levels, and past transactions. Transactional segmentation: Segmentation based on purchasing patterns, frequency of purchases, and recent buys. Engagement segmentation: Segmentation based on click-throughs and sign-ups. Event-based segmentation: Sending offers via SMS makes a stronger impression if you know any information about your contacts or their milestones, birthdays, or other significant occasions. Make your content Relevant, Valuable, and Unique. The text marketing copy should be interesting, even if the SMS is a sales message. SMS marketing copy should be based on 3 key criteria. Relevance Sending pertinent information improves targeting and reach, just like it does on any other marketing platform. As we mentioned earlier, there are various ways to develop audience segments. Give prospective customers options for choices for products and services according to their preferences. Value Think of your SMS recipients as VIPs. You can contact your subscribers directly at any moment by using the phone numbers they provide you. You can successfully increase the value of your SMS by providing early access, exclusive offers, or notifications about the debut of new products or services. Uniqueness  SMS messages have a 160-character limitation, so they should always be succinct. You can mention a unique purchase, like a pair of snow boots, that they ought to think about purchasing. Personalize your messaging SMS campaigns are special because they mix the best aspects of one-on-one contact with the convenience of mass marketing. Here, personalization calls for a different strategy than email. SMS requires dynamic content that changes according to the user's activity, providing updates and special offers, etc. 80% of customers buy from brands that deliver a personalized experience. Show off your brand When recipients are unsure of the source of the text, they are less likely to click on the link. Making reference to your business or organization is another aspect of SMS compliance. To spread brand awareness, you can mention your brand or business name at the beginning of the SMS or send a virtual contact card to make it easy for recipients to correctly identify the sender and the brand. Provide exclusive offers Exclusive offers distributed via SMS are a proven method of growing the list of subscribers. Creating a sense of urgency, tailoring the offers, offering unique access and incentives, etc. are some strategies to make special offers that appeal to your audience. As a CTA, always provide a link. Direct communication via SMS increases opening and conversion rates. To make it simpler for interested receivers to visit your website, include a link in your texts. Without the link, prospects may not understand the message. Nonetheless, there are some efficient methods for including links in your SMS texts that you ought to adhere to. This includes avoiding sending links at the beginning of an SMS and providing only one link which is typically the Call To Action at the end of the text. Include multimedia in your SMS Your campaigns can become more dynamic and effective with the help of the multimedia messaging service or MMS, which can also greatly increase interaction. Incorporating clickable links to videos, audio samples, and other material into SMS marketing is a very effective approach to employing multimedia to increase audience engagement. Send SMS during regular hours. SMS texts should ideally be sent during regular business hours. Being polite and non-intrusive to subscribers is important while using SMS marketing. For instance, they won't appreciate it if they get an SMS notification at 2 AM. Additionally, from the standpoint of engagement, consumers are less likely to use such a marketing strategy to deliver messages between the hours of 9 am and 8 pm. Instant action from your subscribers is just one of the many advantages. It is unlikely that anyone will act inappropriately around them during regular business hours. Maintain consistency in messaging frequency. Maintaining a regular messaging frequency is one of the greatest SMS marketing strategies. You are prepared to refrain from overwhelming subscribers with SMS texts. Sending too few or too many texts, however, will come out as unexpected and possibly hostile. A strong social media strategy may provide subscribers with consistent information, and successful SMS ads also stick to a regular and predictable timetable. Depending on the kind of business you are in, the schedule must change. For example, when a sale is imminent, you need to send out more than six SMS every day if you are an e-commerce marketer.  Invest in smart SMS marketing software. Numerous advantages of SMS marketing software include improved targeting through sophisticated segmentation and personalization, increased engagement through greater open rates, and more. By facilitating smooth, personalized data classification, these interfaces can offer a cohesive marketing approach. The performance of SMS marketing can also be monitored with the help of data analytics tools. With only a few clicks, you can send tailored texts to every contact using GirikSMS, a robust SMS marketing platform, purpose-built as a native SMS for Salesforce app that offers all these functionalities. Stay compliant The dos and don'ts of SMS marketing are outlined in laws specific to the business's location. Be aware that over 40% of customers would rather get four to six communications every month. Depending on the location, spamming may result in legal violations. Monitor and analyze performance. Keep a handle on campaign performance. To find out what works with the audience, always look at analytics like click-through rates and open rates. GirikSMS, a native Salesforce SMS platform, provides comprehensive analytics and insights on your SMS campaign performance directly within the Salesforce environment. Respond promptly to replies. In SMS marketing, prompt responses to consumer questions and comments are essential for creating deep relationships between the brand and potential customers. Through their responses, subscribers can demonstrate your value-driven engagement and the effectiveness of your campaign. Here are several strategies to react quickly: Configure automated responses. Give priority to customer questions. For frequently asked inquiries, use chatbots. Establish targets for response times. Personalize your responses. Grow your retail business with GirikSMS. Retailers can overcome typical marketing challenges, increase sales, and cultivate enduring consumer loyalty by leveraging the powerful business messaging features of GirikSMS. Are you prepared to increase sales and enhance both in-store and external customer communication? Retail SMS marketing is easy to get started with thanks to GirikSMS's messaging platform. GirikSMS provides retailers with the tools they need, whether they want to have meaningful two-way interactions or reach a large number of customers at once. Sign up for free 30-day trial to test drive GirikSMS today.

table tr td { padding: 10px; } Salesforce and ServiceNow are the two most popular platforms in the CRM and service management world—but choosing the best one really depends on the complexities your business is currently facing.  Many Salesforce consulting companies compare these platforms by using a simple relatable analogy or thinking of them as two different types of cars. Salesforce is your sleek, higher performance sports car, while ServiceNow is the all-terrain and dependable SUV. Both of them come with the fundamental features everyone needs—wheels, engines, seats, etc. (or in CRM terms, dashboards, integrations, and automation), but each is engineered for a different journey. Just as you wouldn’t take a sports car off-road or expect an SUV to win a racetrack sprint, these platforms are purpose-built to thrive in different business environments. This blog will let you explore more about what sets them apart, where they shine, and which one will take your business where it needs to go. Salesforce vs Service Now: A Complete Insight While Salesforce is a customer relationship management software that enables businesses to find opportunities in better connecting with customers, ServiceNow is an enterprise workflow automation platform that lets businesses stay organized and be more productive. With Salesforce, businesses can easily get an insight into customer information from a centralized place, thus enabling different departments like marketing, service, and sales to provide their customers with more personalized experiences. On the other hand, ServiceNow offers a suite of customizable and low code tools that bring automation across the overall enterprise and improve service quality. Salesforce and ServiceNow: Is There Anything Familiar Between Them? Yes, there are a lot more similarities between ServiceNow and Salesforce that we’ve compiled in this section. Customer Service Management While ServiceNow has Customer Service Management, Salesforce has a Service Cloud that helps businesses accumulate, manage, and make the most of customer data to provide them with personalized experiences. On the other hand, Service Cloud CSM is a wholesome platform, letting businesses easily engage with customers, manage processes, and offer services. That’s not it, even ServiceNow CSM focuses on planning and coordinating activities too between support teams and customers to fix customer queries seamlessly. Here is a detailed comparison of ServiceNow CSM and Service Cloud in terms of customer service management. Features Salesforce Service Cloud ServiceNow Customer Service Management (CSM) Omnichannel Customer Engagement Enables customer support across social media, web, applications, email, etc., and connect third-party channels with API & integration. It also encourages communication across social media, email, phone, web, and more. Robotic Process Automation Automates repetitive and mundane tasks without any kind of coding needs. Leveraging its task intelligence capabilities, it automates the process of creating, prioritizing, and investigating issues. AI Agents Within Salesforce Agentforce, you can have pre-built AI agents that can communicate with customers in their natural language and resolve their queries. ServiceNow also has AI agents that come with the capabilities of understanding the design, step-by-step processes and context. Thus, seeking approvals from live agents whenever it is required. Self Service With a declarative interface, you can easily set up branded self-service portals that provide quick answers to commonly asked questions. It deploys a self-service portal for new cases to be opened and existing cases to be reviewed and updated, and third-party web/mobile app are built with no code configuration. Workflow Optimizations Using its no-code solutions, it automates complex and frequent business processes. It provides real-time visibility into agent performance, predicting their demands, and making sure that the agents are available when customers need them. Chatbots It has Einstein bots, offering multilingual support to customers across different channels. It offers AI-powered conversational chatbots that automate resolution and solve customer queries with GenAI. Order Management With order management capabilities built directly into the CRM, Salesforce enables businesses to manage their entire order lifecycle. While ServiceNow has a product named Order Management that streamlines the entire order lifecycle process from a single platform. Here is more on the comparison between ServiceNow and Salesforce Order Management. Consider reading further to learn more: Features Salesforce Order Management ServiceNow Order Management Third-party Integrations While integrated with third-party systems, it captures order details in Salesforce. It features order capture APIs that seamlessly collect and record orders from multiple sources in ServiceNow. Centralized Order Data In a centralized place, it provides all order-related information like payment terms, order history, customer records, and more. It also unifies the entire order management lifecycle in one place. Self-Service It allows users to track, view, and cancel orders. It does the same thing, i.e., enabling users to view, place, and track orders. Field Service Management Now, to let businesses manage and optimize their field service experiences, Salesforce empowers businesses to take charge of their operations with a specialized solution—Field Service Lightning (FSL). It is a unified platform that integrates the products, workforce, and customers into one platform to streamline field service operations. Meanwhile, ServiceNow has Field Service Management (FSM), an integrated system designed to link teams through a centralized system of action that facilitates exceptional service outcomes. The following table provides a quick glance at how Salesforce Field Service Lightning stacks up against ServiceNow Field Service Management. Features Field Service Lightning Field Service Management Dispatch Management It provides a Dispatch Console that ensures that information related to absence, skills, and availability is available. Meanwhile, it has a single configurable workspace that makes resource coordination easier and promotes efficient allocation of work.   Visual Remote Assistant It allows customers to connect with experts who can resolve their issues, eliminating the need for them to make any on-site visits. While taking support from the multilingual virtual agents, customers can find solutions to their problems in their preferred language. Schedule Work Orders By following the priority and constraints complied with service level agreements, it enables the scheduling of the work. And with AI, it automatically assigns the job to the best available agent. It assigns the right resources based on factors like territory, priorities, and more, thus automating the process of work order scheduling. Mobile Accessibility Its mobile application is available for both iOS and Android that offers offline capabilities too for field service reps to work even during low or no internet connectivity. Its mobile application comes with offline capabilities for the sales team to work remotely at any time. Field Service Territories It includes a concept called Service Territories that enables you to give a territory to each field service agent. It includes a configurable interface to visualize, manage, and craft more territories. Asset Management It offers real-time asset tracking for the usage, condition, and other specific criteria. It provides a single repository for field service agents to keep track of all the utilized assets. ESG Management Among various other platforms that Salesforce has, Net Zero Cloud is one among them that helps businesses reduce carbon emissions. It centralizes all the data related to carbon emissions into one platform, letting you easily monitor and take essential steps to reduce the carbon footprint and make the most of Salesforce support. Moreover, Net Zero Cloud is also not limited to ESG management as its comprehensive platform enables businesses to meet their sustainability goals at ease. With ServiceNow’s product ESG management, businesses can create a single source of action for all the data related to the social, environmental, and governance (ESG) programs of the organization. Here is a vital comparison between ServiceNow ESG Management and Salesforce Net Zero. Features Salesforce Net Zero Cloud ServiceNow ESG Management Social Metrics Supply chain and social Product safety metrics Diversity, equity, and inclusion (DEI) data Workplace safety and health metrics Health and safety inventories DEI data Community involvement data Integration Capabilities You can easily integrate it with the different products available in the Salesforce ecosystem like Field, Service Lightening, Experience Cloud, etc. Moreover, you can find compatibility for third-party integration. From Strategic Portfolio Management to Risk Management, you can integrate it with different ServiceNow products. Besides, you can get a centralized ESG command center too as it supports third-party integration. Environmental Metrics Waste management data Carbon emission across scopes 1,2,3. Renewal of energy procurement and energy usage Waste management data Carbon scope 1,2,3 emission IT energy uses monitoring Governance Metrics Executive compensation information Broad governance data Policy related metrics   Board of directors pay Corporate policy management Executive remuneration tracking Donation and tax strategy monitoring Generative AI With the use of the data stored in Net Zero Cloud, Einstein AI lets you create a sustainability report. Designed on the Now platform, ESG management can be integrated and used with Now Assistance—a generative AI solution. Customization Salesforce CRM comes with an exceptional range of customization options and low development tools to let businesses align with the platform based on their unique needs. Moreover, it enables you to change the user interface and enhance default features in a way that creates the out-of-the-box components specific to the organization. Besides, Salesforce allows for altering the Salesforce environment, all because of its code-level modifications. Moreover, it syncs connectors, middleware, and plugins altogether to exchange data with third-party systems. ServiceNow also comes with customization options that enable the development of self-service portals based on the specific needs of an enterprise. That’s not it! Workflow customization helps automate the processes according to specific business objectives, thus allowing for the modification of complex integrations, baseline business rules, and more. Automation and AI In the field of automation and AI, Salesforce and ServiceNow are making significant progress. For instance, Salesforce automation helps organizations remain focused by scaling and personalizing customer experiences while relying on AI advancements like Agentforce. Moreover, its pre-built application involves the necessary data access and business intelligence required to work with human resources to provide value to customers. Besides, Salesforce includes a library of over 900 pre-built industry-specific templates that enable the automation of business processes across the organization. Talking about ServiceNow, it is also making a significant leap in the world of AI by enabling enterprises to automate high-touch business processes. Additionally, the platform just introduced some customizable and pre-built agents, having the capability to resolve problems across departments, orchestrate workflows, and make data-driven and end-to-end automation. What is the Difference Between Salesforce and ServiceNow? While the main objective of Salesforce is to provide a 360-degree view to service, sales, and marketing team for building personalized marketing campaigns, closing deals, finding prospects, and offering satisfactory customer services. ServiceNow, on the other hand, aims to streamline and automate internal business processes like—IT service management, customer service management, human resources, security operations, and more. In a nutshell, Salesforce enables outward-facing departments of an organization to do their jobs effectively and ServiceNow ensures ideal working of internal business processes. Which One to Pick: Salesforce vs ServiceNow? The explanation as well as similarities and dissimilarities of Salesforce and ServiceNow should help you make the right choice between the two. Yet, the very decision for which to pick rests chiefly upon your own very specific business needs, challenges, and end goals. You can go with Salesforce if it requires a variety of solutions under one platform that caters to your customers’ essential needs. However, you can use ServiceNow for managing internal business operations like HR management, IT operations management, asset management, and more. Upon going with such moves, you will find the best solution for your business. However, what is more essential is to find the right Salesforce implementation partner who will help you make the most of the platform no matter if you choose Salesforce or ServiceNow.

There is no room for inefficient and fragmented processes in today’s fast-paced business landscape. Time wasted on manual entry of data, disconnected systems, disjointed processes and fragmented communication system translates to low productivity and missed opportunity. While most businesses are leveraging cloud-based CRM systems like Salesforce for managing their processes and ensuring operational efficiency, yet Salesforce alone fails to manage the overall activities of a business. Organizations are therefore turning to Salesforce integration services – a strategy that brings all other systems under one umbrella. Integrating Salesforce with other systems can augment workflow efficiency, automate repetitive tasks, and provide real-time visibility across your entire organization. This article explores key areas to focus on integrating Salesforce with other systems. All About Salesforce Integration Services It involves integrating Salesforce with different systems, apps or databases. This enables data to move seamlessly between them without the need to shift between platforms. Depending on your business needs and technical capabilities, there are various ways of connecting Salesforce with other Apps. One method involves using AppExchange apps, including pre-built tools available on Salesforce’s marketplace. These apps can be directly integrated into your Salesforce environment, offering easy integration with setup. For more tailor-made solutions, developers can use APIs. Using middleware platform is another option, which act as bridge between various applications, allowing data to move between cloud-based and on-premise systems without any manual effort. Ultimately, native connectors offer in-built integration for tools used commonly. Besides simplify data sharing, these connectors streamline workflows between Salesforce and other platforms, already used by your team. Significant Advantages of Salesforce Integration for Workflow Efficiency Automate Repetitive Tasks: Every business must follow some routine tasks that consume valuable time. By integrating Salesforce with other systems, these repetitive activities can be easily automated. Rather than doing them manually, you can set up workflows that get automatically triggered within Salesforce. This not just saves precious time but also allows them to focus on strategic tasks. Increasing Precision: Manual processes often lead to costly mistakes. To fix these errors, a lot of time and money will be consumed. Integrating your systems with Salesforce minimizes these risks by automating tasks and ensuring these tasks are performed consistently. This will not just ensure precision and efficiency but also builds trust with your customers by delivering desired outcome. Accelerate Response Times: Customers today lack patience and expect prompt response. By integrating Salesforce with their existing systems, organizations can automate their processes, which can accelerate time taken by reps to provide instant resolution to their queries. To understand this better, let’s take the example of a customer whose support ticket on being submitted is instantly routed to the concerned staff for quick resolution. This level of automation assists you in offering better service while ensuring heightened customer satisfaction.  Enhanced Team Collaboration: To ensure efficient work processes, different departments of an organizations should function in coordination with each other. Salesforce integration steps in as a blessing in disguise as it connects different departments while ensuring seamless communication within the team. For example, sales and service teams can view the status of a project if you have connected your project management App with Salesforce. If any sort of changes is required to be made, then people can be intimidated to accomplish that task within the same deadline. This will ensure everyone is in harmony and doing what is right.  Scalability: As organizations grow, they would either require scaling up or scaling down operations. Traditional methods couldn't match up with the expansion, creating bottlenecks that hinder growth. Integration solutions help deal with these challenges by enabling scalable workflows that could adapt as your business evolves.  Drawing Intelligent Insights: Drawing Intelligent Insights: Automation not only saves time—it also equips users with valuable data to make more informed business decisions. By integrating systems with Salesforce, you can track the performance of your most-used workflows across platforms. Processes that are automated can generate documents and reports that reveal key trends that enable you to figure out what’s working well and whether there is room for improvement. The Road Ahead for Salesforce Integration Salesforce integration is poised for continuous evolution and is driven primarily by cloud-first approaches. The emergence of new technologies ensures a bright future for this integration. Cloud-Based Solutions: Besides the scalability and adaptability required to link systems across different environments, these platforms accelerate the shift toward deeper digital transformation. AI-Driven Automation: AI eases the integration process by automating the process of data processing and other operations. This paves the way for creating predictive models that enable companies to make pre-emptive decisions to provide customers with an optimum experience. How to Avail Best Salesforce Integration Services? To leverage Salesforce Integrations to its maximum potential, businesses must opt for Salesforce Consulting Services. Here are few tips that will ensure you associate with the right consultant: Seek Services from a Cloud-Based Integration Expert: Make sure to avail Salesforce Consulting services from a reliable provider with proven experience in cloud-based solutions. Such experts can easily integrate Salesforce with various cloud applications while helping boost flexibility and scalability. Verify their Credentials: The consulting partner you shortlist should possess relevant Salesforce certifications. Certifications not just indicate experience, as well as their zeal to keep up with the new features of Salesforce. Seek Client Feedback: Testimonials and feedbacks highlight the consultant’s ability to deliver successful results. Effective integration projects should showcase expertise in lowering IT expenses and optimizing operational efficiency. Assess Customization Expertise: Make sure to select a consultant who is capable of tailoring Salesforce solutions to meet the unique needs of your business. Tailor-made integrations augment the efficiency, as well as the performance of your IT operations. Final Words: Businesses looking for sustainable growth should consider implementing Salesforce with their existing system. It is indeed a strategic investment; which organizations can make for their long-term growth. Salesforce integration enables teams to automate workflows, minimize incompetency and boost overall productivity. Make sure to associate with an experienced Salesforce implementation partner to avail reliable integration services.