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Tips to Build an Effective Salesforce Sales Process

Posted on by Editorial Team

For any company that is using Salesforce, its sales process matters the most for the company to extend its revenue. Having a sales process with excellent functions can help a company close deals faster while maximizing the deal size. But if the Salesforce sales process is not efficient, it would just end up in revenue loss.

For a business, it is important to make sure that its sales process keeps running smoothly. It is one of their major responsibilities to make sure the company is getting maximum deals. Thus, this makes it important to be sure that the sales data is consistent and the process is maintained well. This is the reason most companies consider hiring Salesforce consulting to drive revenue with a better sales process.

3 Ways to Build a Better Salesforce Sales Process

It doesn’t matter what kind of company you are running, you must need a Salesforce sales process that is robust and helps to drive revenue. So, the question is how can you build such a sales process. Here are some points to help you build a Salesforce sales process your company deserves.

1. Start Right

Before starting to build your sales process, you need to get all the stakeholders together for a detailed discussion of requirements. The need here is to discuss the most important definitions and a combined outcome that is expected by all. 

Once you have decided on your key terms and definitions, start mapping your process, covering all the terms discussed. This will act as your flow chart to align your teams on the same goals and details.

2. Pick a Suitable Sales Methodology

When you have the right sales methodology to follow, your sales team can efficiently close more customers. There are a number of methodologies to choose from, you just have to make sure you are choosing the right one according to your business. Here we have listed some of the commonly accepted sales methodologies.

I. MEDDIC

MEDDIC can be a great methodology for a company that has an intricate sales process. It can be better understood as:

  • Metrics
  • Economic buyer
  • Decision criteria
  • Decision process
  • Identify pain
  • Champion

II. Account Selling

For some teams, it is more beneficial to spend more time in the research work to select their prospects carefully. It can be believed that this strategy works a lot in the long run. This methodology is commonly known as Account Selling. It focuses on prioritizing lead qualification to reach the most suitable prospects. 

II. Solution Selling

In this approach, the sales team works to customize a Salesforce solution that meets the specific needs of a prospect. Many companies that want to deliver a personalized experience to customers prefer to choose this methodology 

3. Work with Stages

For an efficient sales process, consider setting up opportunity stages that can help to manage the complete sales cycle. These stages will include predefined steps to interact with prospects. The stages would be built according to your sales methodology, suggesting the right steps so your sales team can close more deals.

Create an Effective Salesforce Sales Process with the Right Help

The main idea of working with a CRM is to streamline the prospecting process for better deal closure. Leveraging the right tools and following an efficient Salesforce sales process can help you connect with your prospects efficiently, thus increasing the chances for better sales. 

Also, get help from our certified experts to optimize your sales process for better results. Talk to our team and learn about how you can improvise your sales process. 

Pardot vs Marketing Cloud

Posted on by Sonia Gupta

Both, Pardot and Marketing Cloud are exceptionally used for marketing automation. But sometimes, it can be confusing for the business to identify which one to use and where. While Marketing Cloud is one of the most recognized Salesforce products for improving marketing campaigns, Pardot helps to enable automation in marketing to intelligently nurture more leads and connect the marketing team with sales. So, Pardot vs Marketing Cloud has always been a common debate while choosing the right platform for marketing.

Marketing Cloud is mostly applicable for B2C businesses while Pardot works well with B2B. Businesses related to travel, retail, and other industries use Marketing Cloud but for Pardot there is no specific industry segment. Pardot helps any marketer to get easy access and understanding of tools that can help to effectively manage marketing campaigns and improve revenue.

Pardot vs Marketing Cloud: Major Differences Between Both

Because of the similar usage, it can be confusing for any marketing team to choose between Pardot and Marketing Cloud. So, we have listed some of the major differences between these products. 

1. Email Marketing Campaigns

It doesn’t matter how advanced marketing campaigns have become, marketers still use email campaigns because of their effective results. Both Marketing Cloud and Pardot can be used for running email marketing campaigns. 

Pardot allows teams to enable automatic segmentation to run targeted campaigns for email marketing. It also helps enable a personalized experience for clients, providing relevant content for them, according to their purchase behavior and interests.

But with Marketing Cloud, you can use data all across different departments to prepare smarter emails for clients. It helps to create sophisticated emails that can deliver better customer engagement. The product enables stronger relationships with customers throughout their lifecycle and also automates the process to increase the productivity of the marketing team.

2. Generate and Nurture the Leads

Using Pardot can help marketers to fill their sales funnel with high-quality leads. Marketers can use it to connect closed leads with the relevant marketing campaigns, which ensures better results. It consists of templates that help to build intuitive landing pages with customization. But that’s something that is not possible with Marketing Cloud as it only assists the team with marketing-related activities.

3. Create Landing Pages

With Pardot, teams can easily create landing pages without the help of web developers. It enables automation considering if the prospect viewed or submitted the landing page. With Pardot, you can use custom templates to easily create and customize landing pages. While Marketing Cloud allows all these features too but along with that it helps build landing pages optimized for mobile use. This feature is not possible with Pardot.

4. Salesforce Integration 

Pardot offers multiple integrations for B2B companies like integration with Twilio, Google Analytics, and Google Ads, along with integration with different social media sites. On the other hand, common integration of Marketing Cloud can be conducted with Shopify, Sales Cloud, HubSpot, Microsoft Dynamics, and other platforms.

5. Pricing

The pricing of Marketing Cloud depends on the requirements, industry, and size of the company. Pardot is a part of Marketing Cloud and it offers 4 plans, which are billed annually.

Pardot vs Marketing Cloud: Make the Right Choice

Pardot helps to diminish the line between sales and marketing. Pardot is a part of Marketing Cloud but it offers many benefits that are not applicable in the case of Marketing Cloud. But in some cases like mobile optimization, Marketing Cloud can be considered as a better choice. Choosing the product between these highly depends on what the requirement of the marketing team is. 

Learn more about these platforms with the best experts. Contact us to know what works for you the best

Marketing Cloud Hacks You Must Try

Posted on by Editorial Team

For any Marketing Cloud professional, it is important to know the ins and outs of the product so it can be used to its full potential. Marketing Cloud can be considered as a fully-loaded platform that has a lot to offer. Even there can be times even the experienced Salesforce experts won’t be aware of some fascinating Marketing Cloud hacks that can be highly fruitful. 

Marketing Cloud has brought a revolution in the way businesses have been trying to optimize their marketing campaigns. It has allowed marketers to create and run personalized campaigns and track their performance. To make the most of it, marketers should know some more detailed hacks to work exceptionally with the product.

5 Marketing Cloud Hacks to Try

To make sure the marketing team is doing the best, they need to know everything Salesforce Marketing Cloud is capable of. So, to maximize its use, we have listed here some of the intuitive hacks to work with the Marketing Cloud. 

1. Create Data Extensions Easily

No wonder you’ll be wishing if the data extension could be created automatically. That can be possible with Marketing Cloud There’s a trick you can use when you want to include many fields in the data extension. Here’s how it can be done.

  • Copy and run the SQL in Query Studio which you are using in the Automation Studio. 
  • Click Extract to Contact Builder when you have the records in Query Studio.
  • Clicking on the option will create a data extension that includes all the fields you needed. 

But remember that as of now this option only create a data extension with teat fields, irrespective of what the data type is in the source extension.  

2. Use Data Relationships

It is very common for marketers to miss out on this incredible feature. Using this feature, the marketing team can easily link two data extensions with the help of a relationship. After you have created the relationship you’ll be able to select fields from one extension while you apply a filter on the other extension. 

3. Work with Subscriber Filter

While working with Marketing Cloud, setting the campaign to ‘All Subscriber’ will help you share the campaign enterprise-wide. The other way is to use Subscriber Filter which can be used by the admin to define the subscriber for each campaign. The feature helps to choose subscribers for a business unit, on the basis of certain values and attributes of the subscriber.  

4. Enable Brand Builder

Among the most interesting Marketing Cloud hacks is using the Brand Builder. It allows teams to customize the color scheme and user interface for specific parts of the account of Marketing Cloud. Using this feature you can customize the email page, subscription center, Marketing Cloud login page, and Marketing Cloud application. 

5. Use URL Expiration

For businesses related to the entertainment industry, it is very common to send out emails for promotions in advance, which will be way too prior that the actual date of the event. But doing so they faced trouble that when customers tend to click on the CTA, they end up getting errors instead of reaching the landing page. That’s because the URL expiration was set to the date before the event, which made the URL expire even before the event. 

The feature of URL expiration is very useful when used in the right way. It allows you to control when the URL will expire. So, be conscious when you use it as setting the wrong expiration time might cost a lot to the business.

Maximize Your Marketing Potential with Marketing Cloud Hacks

The right marketing can bring a lot of value and profits for a business. You just need to know the right way to use the Marketing Cloud. Using all these Marketing Cloud hacks can open your way to creating amazing campaigns that could bring in the best results. 

Use the Marketing Cloud in the best way possible with our certified experts. Contact our team to maximize the potential of your marketing campaigns.

Most Essentials Tools for Building Lightning Components

Posted on by Editorial Team

Any Salesforce developer who wants to be at the top of his game should know how to work well with Lightning Components. With Lightning Components, it has been easier than ever to create scalable solutions. But to get that ease to build highly powerful and user-friendly solutions, it is important for developers to have an understanding of tools that support building Lightning Components. Having the knowledge of these tools is the first step towards building highly scalable solutions. 

Earlier Salesforce developers were using Aura Components, but now is the age of Lightning Web Components, which has simplified development in many ways. When a developer knows how to build these components, everything else in the development just seems to get easier. 

5 Tools for Building Lightning Components

Salesforce development involves a lot of aspects but it will all be simplified as developers start using Lightning Components. Let’s take a dive into learning about development tools that can be used to build these components. 

  1. Visual Studio Code

To get started with building Lightning Components, it is important to have a code editor. Using Visual Studio Code can be the best option here. What makes it the best pick is the Salesforce Extension Pack that consists of powerful features that make it easier for developers to work on the Lightning Component framework. 

  1. Lightning Component Library

Before you start building Lightning Components, it is important to have a look at Lightning Component Library. Developers could find the most relevant and helpful examples of components and their specifications here.  

It acts like a reference library where one can learn about using the Lightning Components. You can even find a preview of how the components will work. 

  1. Lightning Debug Mode

Salesforce developers can enable debug mode for debugging the complex JavaScipt code for Lightning Components. This mode won’t minify the JavaScript code. This will further help developers to obtain a detailed output for their code. In this mode, developers will also get the errors and warnings in detail, considering everything that is happening in the Salesforce Org. 

  1. Google Chrome Developer Tools

From working on the program and debugging it, developers have a lot to deal with JavaScript. So they need to have an understanding of tools that can help with different tasks. Google Chrome Developer Tools enables developers to access multiple tools to work on different tasks whether it is to monitor network requests or to change CSS.

  1. Develop Locally

Developers should also know about the Local Development Server that can help with testing and preview components. It is a Salesforce CLI plug-in that helps developers to view and develop Lightning Components and also view the changes without actually publishing them. 

Get Help from the Best Ones for Building Lightning Components

In this new age of Salesforce development, code reusability matters a lot and that’s all possible with Lightning Components. Building Lightning Components is something that each Salesforce developer should excel in that will help them to build Salesforce solutions that are scalable, user-friendly, and efficient.

To make sure your Lightning Components are built right, you can contact our team and get the assistance of the experts.

Advanced Salesforce Reporting Features for Admins

Posted on by Editorial Team

Among the immeasurable reasons to consider Salesforce, there’s one thing that attracts users to this CRM. The provision to create customized and retailed reports has provided Salesforce users to easily analyze the performance and work towards the needed improvement. There are many advanced Salesforce reporting features that admins can access to boost their reporting and decision-making process. 

Salesforce reporting allows teams to get many views into their data and analyze all the details and demonstrate the value. Every user excepts to work with such features that cut down the time invested in reports and Salesforce allows them to do so. 

4 Advanced Salesforce Reporting Features for Administrators

Any powerful and experienced Salesforce admin should know about the tricks that would help him with Salesforce reporting. With this context, we have listed some of the important advanced Salesforce reporting features to speed up the process of creating reports. 

1. Exception Reports

Salesforce admins need to use Cross Filters to create these types of reports. These filters can be created related to the record type of your choice. These kinds of reports are created to show users where their Salesforce data does not exist in the org. Admins can make use of Cross Filter to do so. These filters help to filter out the child objects related to the mentioned primary objects.

2. Custom Summary Formulas

When it is about calculating complex data from the summary, Salesforce admins can make use of custom support formulas while creating reports. These formulas can be added to the report just like any other field is added. 

These formulas are used for creating and moving averages, calculating the total of different groupings, and performing further complex calculations.

3. Historical Trend Reporting

This feature is a newer reporting feature in Salesforce. Salesforce developers and admins can use this feature for tracking any changes with the data, on a daily or weekly basis. You can easily track data using this feature for up to 8 fields related to Opportunity. Also, it enables you to track data for up to 3 custom objects.

4. Custom Report Types

One drawback with standard reports is that they can be created only by using two objects, connected through a ‘with’ relationship. But if you want to work with other relationships, the best approach is to use custom report types. 

These reports allow admins to select relationships they want to create. They also allow Salesforce admins to choose the relevant Salesforce objects for the report. With custom report type, you can use up to 4 objects while creating Salesforce reports and create relationships amongst all of them.

Use Advanced Salesforce Reporting Features to Quickly Create Reports

Reporting is important to evaluate all the progress made so far and analyze teams’ performance. But spending a lot of time on reports can be frustrating and can decrease time with customers. That’s where these advanced Salesforce reporting features can help. 

Simplify your reporting process in many folds with the assistance of our Salesforce experts. Connect with us to know how you can upgrade your reporting process.

Implementing Salesforce Path in Lightning

Posted on by Editorial Team

Salesforce developers use Salesforce Path as a successful visualization tool that helps users as a guide along any particular path to reach a final goal. One thing that is important to remember is that you can only work with Salesforce Path in Lightning. Salesforce Path has five key fields and offers guidance throughout the Path stages to help users succeed while working with Salesforce. 

Before you start working with Path, you need to give emphasis on implementing it in Lightning the right way. You need to follow some steps to make sure you are successfully setting up a Path in Salesforce. 

Steps to Implement Salesforce Path in Lighting

Now we know that Salesforce Path has its own importance for users as a guidance manual. But that will only work best if you have implemented it right. Here we have mentioned some steps to follow to implement Salesforce Path in Lightning. 

1. Create a New Record Type

You would have to first create a record type on the object on which you need to create the Path. This step is important because the Path will make use of Picklists from multiple objects that will act as points throughout the Path. Always remember that having multiple use cases for opportunity might create an issue you have not created a record type for the Path.

2. Enable the Path

Go to the Setup and type Path in the search box. This is how you will find the Path Settings. After you reach settings, click Enable. You will then have to select if you want the path to member its previous state. If you won’t select it then the details of the path will be hidden whenever the page loads in Salesforce. 

3. Create Path

In this step, you’ll be creating the Path by providing all the necessary information. Pick a name for it and select the object on which you’ll be using the Path. Then choose the Record Type you’ll be using. Finally, click Next to move forward with the process. 

4. Choose your Key Fields

In this step, you’ll have to select the key fields. You can choose up to five key fields to help users with the Path. The Guidance for Success can be linked to the sharable Files in Salesforce. Once you have added all the necessary information at each stage, click Next to continue.

5. Activate Path

When you this stage, you’ll have to select if you want any fun confetti animation to be added and if you want to finally get your Path activated. 

Get the Best Out of Salesforce Path in Lightning

The above-mentioned steps will help you implement Salesforce Path in Lightning. You can follow the same process to create as many Paths as you need for your Salesforce org. 

But if you are not well-versed with Salesforce Path, consider reaching to a Salesforce consulting firm to know it all. Contact us to understand Salesforce Path in a better way and learn how it can work well for you.

Salesforce Flow: Best Practices and Standards

Posted on by Editorial Team

Salesforce Flow has gained the reputation of being the most powerful automation tool built by Salesforce. It has become the key for uniting developers and admins to easily use Lightning Web Components and Apex. 

Both admins and developers can be seen in a unique collaboration to work on Flows. But to work efficiently, it is important to follow only the best practices and standards. Following the best practices of Salesforce Flow helps teams to make sure that the Flows scale with the organization. 

Best Practices of Salesforce Flow

Before starting using Salesforce Flow, it is important to have an understanding of best practices to make it scale well. Here we have listed some of the best practices of Salesforce Flow that should be followed. 

1. Document your Flows 

Documenting the flows helps users to understand the overall objective of the flow. It is important to solve hard problems to build a business case before starting to design flows. Documenting this information acts like breadcrumbs for maintaining automation for the long-term growth of the business.

2. Use Invoked Actions

You can use invoked actions to clean inefficient flows. Don’t be reluctant to use the reusable code to make clean and presentable flows for Salesforce. Nowadays Flow supports generic inputs and outputs. Using generic code for invocable actions helps to amplify the capabilities of Flow. You can even use one action for many flows. 

3. Use Subflows for Reusable, Cleaner Ways to Manage Flows

If the flow you are using has multiple processes and branching logic, you can simply use the main flow that further divides into multiple secondary flows. Creating subflows have multiple benefits like:

  • In case of any changes, you only have to make changes to one flow, instead of doing it at multiple places. 
  • It helps you get more concise and organized flows.
  • You only need a single place to maintain org-wide behaviors

But also you need to remember that the concept of subflows doesn’t apply to Record-Triggered flows. 

4. Don’t Overload Flows Using Hard-Coded Logic

It’s no news that hard-coding of logic within flows can pace down the development process and can even affect the agility of your team. So to avoid this, you should consider storing your logic in one place. In this way, the automation tools like Validation Rules, Apex, and other flows can benefit from it. You can even consider using Custom Labels, Custom Settings, or Custom Metadata in your flows in possible scenarios. 

Make the Most of Salesforce Flow with Experts

When used right, there’s no better automated declarative tool for Salesforce users than Salesforce Flow. But the effectiveness of flows depends on how these are used. Following the above-mentioned best practices will help speed up the development process while decreasing the complexity for developers. 

Learn more about flows by talking to our certified Salesforce developers.

Reasons Why Salesforce Developers Should Consider Lightning Web Components

Posted on by Editorial Team

With the ongoing use of Lightning Web Components (LWC) these days by more and more developers, Salesforce is getting closer to making use of web standards to excel at UI development. Even the ones who are new to Salesforce and are only familiar with the basic language for frontend like Visualforce Pages can easily jump on working with LWC, without the need to have detailed knowledge about Aura Components. 

Developers can work on LWC using the modern JavaScript framework. This means that even any developer without any experience of working on Salesforce and is familiar with React or Node.JS can easily work with LWC. Lightning Web Components is a new programming model by Salesforce that helps developers to create reusable components on Salesforce using JavaScript. 

Why Developers Should Consider Lightning Web Components

The ease and efficiency of LWC are the factors that make it attractive for Salesforce developers. Apart from that, there are many reasons that make LWC an efficient option for developers. Here we have mentioned some of these reasons as to why it is efficient for Salesforce developers to use LWC. 

1. Needs Less Framework Training

Before LWC, developers used to work on the Aura framework, for which they had to take attentive training to understand working with these components. Despite the fact that frameworks like Angular and Lightning are all JavaScript frameworks, Salesforce developers couldn’t transfer the skills to Aura. 

This issue was then overcome with LWC which helped to optimize the UI to enable continuous transformation. LWC makes the web stack look completely different, giving more focus to web standards. 

2. Enhanced Security Support

With LWC comes the Lightning Locker service. It is a security architecture that enforces security by combining the Lightning component in its own container. It allows Salesforce developers to control the access to framework internals and APIs. Locker service also helps developers to secure their Lightning web components by enabling best practices of JavaScript security. 

3. LWC and Aura can Co-Exist

Both Aura and LWC tend to use Lightning Data Services for communicating with Salesforce. There can even be times when LWC and Aura can be combined on the same page and share the same information. Both components can communicate with each other through events. 

4. Standardized Support and Testing

Salesforce developers use Jest, an open-source testing framework to write unit tests for Lightning web components. Jest is a powerful testing framework by Facebook and has features for creating JavaScript tests. Salesforce developers can easily run this testing framework from a command line, local machine, or using VS Code IDE.

Work on Lightning Web Components with the Best Salesforce Developers

Using Lightning web components allows to leverage the latest web standards and helps to yield unprecedented performance and productivity. LWC helps to make Salesforce easier for partners and clients, enabling developers to efficiently work with it. 

Get the power of LWC for your Salesforce with our certified developers. Get along with our team to know more about LWC.

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