The success of any software implementation depends on the user adoption rate. In any organization, a new system is implemented for the betterment of its employees as the new system eliminate some or all redundant process, manual efforts.
Well, it is not necessary that the newly implemented system does the above-mentioned work. In short, it helps in boosting the employees’ efficiency.
The same goes for Salesforce Implementation . If your employees’ are not used to Salesforce environment, then it will be quite difficult for the users to adopt the system and work on it on the daily basis.
“There are innumerable reasons determining why users are not adopting a new system. In the below segment we will be discussing those factors and solution for solving them and getting more and more users onboard.
Training Sessions for the End Users:
It is important to provide full-fledged training, especially to the immediate end users before switching to a new Salesforce solution. Video, tutorial, live demo, webinars on UAT Mode proves to be quite beneficial and helps a lot in adapting.
One can also provide customized training for different users depending on their permission, groups. When the employees attend the training, they share their doubts, feedback about the solution which in turn helps in making the solution even better for the employees.
Prepare the End-users:
It is important to keep your users notified that a new system will be introduced to them for their daily work. You can do this 1 month or 15 days prior to the implementation depending upon the system.
You can start with pamphlets, newsletters, etc., and as the implementation day approaches you can organize one to one training so that user adoption is smooth and the user will also not find that hard to settle with the new system.
User Manual for the users:
It is a good practice to provide User Documentation of newly developed system so that the end users can refer that document whenever they get stuck. User manual with system images gives more clarity and helps the end users to find the solution easily.
Realize your users the need of new system:
It is vital to explain the need for introducing a new Salesforce solution to the end users and what benefit can one achieve from the new solution so that the adoption is less complex.
Implement the new system in sync with the existing business flow so that the users can understand it and find it not hard to adapt it.
Provide support to the end users after implementation:
After the implementation, provide hands-on training to the users and resolve all the queries asked by the users. Sometime, a user may get confused by seeing new user interface may end up asking minor questions. All you have to do is be patient and answer all the questions asked and show them how to achieve it.
That’s all for this article, in case you need a Salesforce Consultant , Salesforce Implementation Partner or Salesforce Development Services then please feel free to reach out to us at sales@girikon.com
Girikon is a one-stop destination for Salesforce Development related work having its offices in USA, Australia and India
Salesforce Einstien is Salesforce CRM infused with artificial intelligence to provide better insight about the data to the marketing and sales departments.
Salesforce Einstein is backed with Deep Learning, predictive analytics, natural language processing, Machine Learning, and smart data discovery.
Each version of Einstein is customized as per the customer. The model learns by its own and behaves as per every interaction and data.
Image Courtesy: Trailhead
Einstein Voice was introduced at Dreamforce ’18 event. Einstein Voice consists of two products- Einstein Voice Assistant and Einstein Voice Bots.
Einstein Voice Assistant will enable the sales rep to verbally log (record) the meeting notes, updates about the meeting, any fresh idea or new lead into the Salesforce mobile app.
Now each time a sales rep gets any new data or need to update anything related to their associated records in the Salesforce then instead of texting or manually updating the information, he can just use Einstein Voice Assistant to update the record or log new piece of information.
Image Courtesy: Trailhead
On the other hand, Einstein Voice Bot allows the customers to build their own voice-activated assistant and customize for their company.
Clearly, Einstein Voice will change the data entry game forever and allow the sales resp to capture more leads and close them on time leading to more business for their company. These voice bots can be used on Google Home, Alexa devices and other voice platforms as well.
Normally a sales rep’s day starts mail checking, putting reminders of things which needs to be achieved through the day, upcoming meetings. Now with Salesforce Einstein Voice, a sales rep can start the day with voice-activated details about upcoming meetings and tasks with the help of smart speakers or phone’s speaker.
A sales rep can record notes in the Salesforce mobile app by talking to their mobile device while driving or on the go. Einstein Voice with the help of AI can also automatically analyze the captured notes and relate the keywords like name, company name to the associated records like opportunities, accounts, contacts.
After relating to the associated records, it will also suggest follow-up tasks linked with the new updates so that the sales rep can close the deal.
Image Courtesy: Trailhead
Apart from capturing meeting notes, Einstein can open and review any Salesforce dashboard and display reports. It can also share meeting knowledge with the participants of the meeting.
Let’s hope that Einstein Voice helps in improving customer services and taking it to the next level. Here at Girikon, we have worked with Salesforce Einstein and delivered several projects successfully. In case you need any assistance in the Salesforce Implementation or Salesforce Einstein then please feel free to reach out to us at sales@girikon.com
You can also Check Salesforce Consulting Services
In the early 90s and 2000s, customer service was about face to face communication, emails, and telephone contact. After the arrival of the Internet of Things (IoT), the face of customer service changed for good.
Let’s get into the nitty-gritty detail to know what Internet of Things (IoT) is. Internet of Things (IoT) is the network of physical devices, vehicles, home appliances, and other software items which are connected to the internet and enables these devices to connect, collect and behave as per the surrounding environments using embedded sensors, processors and communication hardware.
With the evolution of CRM, smartphones and cloud-based application Internet of Things is growing and becoming stronger day by day.
Haven’t we all imagined a smart home where lights are turned on automatically as you enter home. At morning when you get up, your favorite music starts and an automatic kitchen where the coffee pot starts brewing when you come out of the washroom.
The above things seemed like a science fantasy movie a few years back but thanks to the Internet of Things (IoT), now these all are possible. All the home appliances, smart devices are connected and communicate with each other which makes this wonder happen.
If the Internet of Things (IoT) add magic into your day to day life then just imagine the benefits it will bring into the customer service sector. According to a report of Gartner, 8.4 billion connected things will be in use worldwide in 2017, up 31 percent from 2016, and will reach 20.4 billion by 2020.
IoT also makes machine smart. Smart products can identify faults, communicate with the technical support and initiate actions to resolve them. All this happens before your customer is even aware of the issue.
With the help of Salesforce IoT, your support team can easily track the actual usage and new opportunities emerge from that data. Before that, you have to find out useful IoT data for your business. Now with the help of Salesforce IoT, you can actually create program based on your own idea with minimal coding in the Lightning Platform.
After implementing IoT for your business, it is really important to organize and manage volumes of data. A small volume of data can be managed easily but if you have a large volume of data we have another solution called Einstein.
Einstein will assist you with data on how to manage it and based on the activities and trends. For example, it will assign data to the team to solve an issue, flag them as per the requirement.
That’s all folks for today. That’s all for this article, in case you require Salesforce Implementation Partners or Salesforce IoT expert, then please feel free to reach out to us at sales@girikon.com
A lot of business users work on the Salesforce CRM. If you are a Salesforce admin then it is important to create a system which eases the process of adding leads, working on the opportunity, creating reports, etc. Small factors, proper display of primary fields which needs attention if taken care can lead to a smooth & glitch-free system.
Who is a Salesforce Consultant?
A Salesforce Consultant is a knowledgeable, experienced person who helps in utilizing your CRM qualities to the fullest which will benefit your business.
Finding a suitable Salesforce Consultant who can be fit for your business is never an easy task. You need to have confidence in their Salesforce experience, knowledge, problem-solving abilities.
Humans are a bit resistant towards the changes and we don’t adjust towards change easily. When one is in their comfort zone, then it is hard to get them out and put in a different & new zone.
Taking my friend’s example, she worked on excel sheets for over 4 years and one day her organization switched to a new solution and asked all employees to manage their work on that new solution only.
That new solution was Salesforce. I know about Salesforce and its benefits so if I was in her place, then I would jump out of happiness. But she was not aware of it so she was finding it hard to adjust to the Salesforce Solution.
Well, we know that using Salesforce with the business process, not only improves the efficiency but also create a transparency among the department heads so that they can administer and take action when required.
It doesn’t matter how awesome your new Salesforce Solution is if your employees don’t use in their day to day activity. So, it is important to follow End-User Adoption techniques so that your employees can make the most of the Salesforce Solution. You can improve End-User Salesforce Adoption by the following methods:
Proper Training / Guidance to the End users:
It is important to provide full-fledged training, especially to the immediate end users before switching to a new Salesforce solution. Video, tutorial, live demo on UAT or Developer Mode proves to be quite beneficial and helps a lot in adapting.
One can also provide customized training for different users depending upon their permission, groups. When the employees attend the training, they share their doubts, feedback about the solution which in turn helps in making the solution even better for the employees.
Proper User Documentation:
It is a common phenomenon that most of the said things in any meeting, training evaporate from the human mind in a given period of time. We tend to remember few things while other parts are lost.
Suppose you gave training to your employees about the new Salesforce Solution but there will be a chance that few of your employees get stuck in some functionality and they don’t have anyone to ask for help. Well, in that case, their productivity is hampered and time.
So, it is always better to provide User Documentation of newly developed Salesforce Consultant or Salesforce Solution so that they can refer the document whenever they get stuck.
Implementation of new solution with ongoing work process:
While designing a new Salesforce solution for your organization, try to blend the existing business process flow and new solution together so that the employees can get used to the new system while performing their day to day activities.
Make your users understand the importance of new solution:
When there is demand, then there is a supply and the same applies here. When you sense need for implementing new solution equipped with new technology then you go for the new solution and implement it with the existing business process to ease the ongoing flow.
It is also important to explain the need for introducing a new Salesforce solution and what benefit can one achieve from the new solution.
That’s all for this article, in case you need Salesforce Consultant or Salesforce Implementation Partner, then please feel free to reach out to us at sales@girikon.com
It is a worldwide truth that Salesforce is World’s number one CRM. It will be quite obvious for the business owner to go with Salesforce CRM for their business. If you need clarification on why you should go with Salesforce CRM, then please check out my previous article here.
Let us now assume that you will use Salesforce CRM for your business for the sales management. Now, its functionality is not limited to sales management only, you can expand its functionality depending upon your business model.
Salesforce CRM will not only boost your sales process but it will also display the loopholes in your business process like cold leads, lost opportunities, contact or leads having insufficient data, etc., through “Reports & Dashboards”.
You can generate a lot of reports based on different parameters and apply various filters and know what needs to be fixed to improve the efficiency. Like this there are many features of it which can improve your process.
To offer timely services, you can make use of case management, where you can set the priority of the case and assign to the concerned agent. So, for every problem there is a solution available with the Salesforce.
Can I implement Salesforce on my own?
The answer is easy. Yes!!! For sure you can configure and setup Salesforce CRM for your business. But to take the full advantage of such a good CRM you will also need assistance from a Salesforce Consultant.
A Salesforce Consultant has comprehensive knowledge & experience in Salesforce and knows every in and out of it. You can bring the hidden features of the CRM on your table so that you can juice it and bring maximum profit.
How hiring a Salesforce Consultant can help you?
So, you can implement Salesforce CRM on your own but for making use of its full capacity, it is also recommended to hire a Salesforce Consultant.
Save the time of your colleagues: When you implement a new system and need immediate result then you have to learn to operate it quickly so you attend training of that system. Now, this training part is newly added to your old routine so now your colleagues will provide undivided attention to training and normal job responsibilities.
Now, hiring a Salesforce Consultant is beneficial in this case. If there was no deadline for achieving result, then you could have gone with the training and invested a good amount of time. But, now you need result soon so Salesforce Consultant can do the setup, customization to yield a solution and your team can focus on their job.
Going with Coding standards: Hiring a Salesforce Consultant also means that whatever customization they are doing is following the best practice which means your system is protected from web hacking, making your software stable and the quality of the software is also improved.
Fast Support & Maintenance: After implementation, customization your system was working really well. Now after some time, you start facing some issue which is hampering your production and efficiency. So, with the help of Salesforce Consultant, you can always rely on them for support.
How hiring a Salesforce Consultant Increases ROI?
Adapting New System: You have implemented Salesforce CRM for your business. Now after proper training and guidance when your employees will start using that system then it will improve their efficiency, redundant data will get reduced, you can track their work (leads, opportunities), know their pipeline.
You will have a better idea of your business flow. You will come to know about the issues faced by your employees and then you can also work on it. So, this is also increasing your Return on Investment.
That is all for this article, in case you need Salesforce Consultant for any Salesforce related work, then please feel free to reach out to sales@girikon.com
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