Talk to Us

How Integrated CRM Payment Solution can help Nonprofits

Posted on by Editorial Team

If your fundraising team is spending hours monthly to manually import and export data from the increasing payment providers, then they are definitely doing it all wrong. Each day countless fundraisers would be living this ultimate irony instead of using an integrated CRM payment solution for nonprofits. 

Fundraisers should spend more time creating personal touchpoints with donors. Instead, they are spending more time on basic tasks like data management. All this time could be better spent cultivating paramount donor relationships. 

This is the time when your data is your donor. So, you cannot afford to miss out on tracking any information that could bring you closer to your donors. With donors using multiple payment solutions like PayPal, Apple Pay, or cryptocurrency, you need to find a way to manage all these channels together; and an integrated CRM payment solution can help you do it. 

Major Benefits of Integrated CRM Payment Solutions

To manage and streamline fundraising, it is important for nonprofits to use a payment solution that integrates with their end-to-end fundraising platform. 

The key is to use an integrated solution using Salesforce for nonprofits to align all the payment solutions managed by fundraisers together. Let’s dive deeper into the major benefits that an integrated CRM payment solution can offer. 

1. Automatic Payment Data Transfer from NPSP to Salesforce

The integrated solution will give you unified payment data that can be populated in Salesforce without manual imports. This will be helpful for you in many ways.

  • You just have to manage one solution for one-time payments, wallets, online banking, subscription payments, etc.
  • This allows direct debits that can be collected from banks on given payment schedules. 
  • You can access real-time insights into Gift Aid declarations without any manual uploads. 

Along with these benefits, it also helps to minimize the risk of human error drastically. 

2. Access a Holistic View of Income Across Diverse Payment Methods

Integrated payments would allow you to track and manage all of your payment methods in a single unified view. You can access a 360-degree view of these all together in Salesforce dashboards.

  • You can view, compare, and contrast income and cost data.
  • If working across multiple countries, you can get real-time actional payment data from each region.

It will simplify donation management, irrespective of geographical boundaries.

3. Real-Time Reconciliation

The integrated payment solution does not just allow you to demonstrate to your fellow fundraisers how you’re optimizing the ROI but you can also remove the difficult task of manual reconciliation. 

With Accounting Subledger, you can easily prepare the fundraising data from your accounting system by connecting two systems so you can save time by accessing only a single source of truth. 

4. Better Digital Donor Experiences

You do not have to keep your donors waiting for acknowledgment for their donation. Integrated solutions allow the automated import of donor data to enable smooth onboarding of new donors and quick acknowledgments on receiving donations.

Upgrade Your Fundraising with Integrated CRM Payment Solution

Give your fundraisers the ease to manage all diverse payments solutions in a single view. Upgrade your donation management system by integrating payment solutions and speed up the fundraising and acknowledgment process. 

Streamline your payment solutions with the help of our Salesforce experts. Get in touch to know more about solutions for nonprofits.

Supercharge Support Agents with these Lesser-Known Service Cloud Features

Posted on by Editorial Team

We are living in a time when customer experience matters the most for a business. A disappointed customer will take no longer a minute to drop a brand and look for the next one. This makes it crucial for agents to improve service to reduce customer churn. And this could be resolved with Service Cloud features that could help support agents to increase productivity and case resolution. 

Every business wants its customer service agents to resolve cases quickly and for that, they need all the data at their fingertips. Salesforce Service Cloud allows support teams to collaborate on a single platform to maintain customer records.

Having centralized data helps agents to continue conversations with customers from where it was left off. There are many such features that make Service Cloud revolutionary for support agents.

Service Cloud Features to Boost Support Agents Productivity

It doesn’t have to be a daunting task to deliver great customer service. The service agents just need to know the right technology and capabilities to deliver a winning support strategy. We’ve shared with you some of our favorite Service Cloud features that could change the way your support agents have been working and will help to boost their productivity and efficiency.

1. Extended Flow Automation

Process automation is the key to boosting case resolution and Salesforce Flow makes it possible. Service agents can now access Flow to incorporate a deeper level of process automation, making it easier to connect processes over different service channels. 

Different features that you could access with Salesforce Flow are:

  • Triage cases intelligently over different channels
  • You can apply complex routing requirements. It can include queue-based, skill-based, and direct-to-agent routing. 
  • You can even set auto-respond for customers that will direct them to helpful articles to drive self-service and enable faster resolution. 

2. Text, Voice, and Video Capabilities

Customer service has now gone way beyond telephonic calls. Now support agents can reach out to the customer using the most convenient channel for them. Here are some of the capabilities of Service Cloud that you can access:

  • In-app and web messaging: Agents can chat with customers over SMS, WhatsApp, website, or in-app, picking up the conversation where it was last left off. 
  • Einstein Conversation Mining: It utilizes Natural Language Processes to recognize the common interaction types with a particular customer and give recommendations on how you can optimize the process. 
  • Virtual Remote Assistant: Service Cloud even allows you to conduct two-way audio and video conversations between agents and customers, helping to deliver personalized experiences and create stronger relationships. 

3. Customer Service Incident Management

This feature of Service Cloud helps to connect multiple service cases on the same issue automatically. It helps teams to classify cases and prioritize them right to identify which cases to resolve first on the basis of urgency and impact. It also allows you to quickly take action and even notify customers with the status updates related to the case. 

Empower Your Agents with Salesforce Service Cloud Features

Salesforce Service Cloud is the most reliable way to empower your agents to find the answers to customers’ queries quickly, without having to escalate cases and causing delays. Bring all customer information together in one console and manage cases efficiently. 

Get the power to boost case resolution with Salesforce. Get in touch with our certified Salesforce professionals to access features to boost the efficiency of your support agents. 

How to Digitize Pharmaceutical Production with Salesforce

Posted on by Editorial Team

Following the pandemic, the pharmaceutical industry has been expanding and the companies are competing with each other, struggling to take a lead in the market. The need here is to digitize pharmaceutical production with Salesforce to be prepared for what’s coming next. 

A pharmaceutical company has to take care of lots of aspects whether it is manufacturing, marketing, supply chain, and patient care. The key to all is having the right data. Salesforce for the pharmaceutical industry helps teams to access all the relevant care management and drug trial data that could help enhance the production process while ensuring to stay ahead in terms of supply.

Digitize Pharmaceutical Production with Salesforce

Salesforce works on combining pharmaceutical providers, patients, and partners in a single perspective to gain actionable insights to streamline drug production and management. There are many ways to digitize pharmaceutical production with Salesforce for a pharmaceutical company.

1. Boost R&D Innovation

The pharmaceutical industry carries many hurdles like patent expirations and pricing pressures, and to handle it all it is important to expedite R&D timelines so you can carefully manage your resources. Salesforce can help you in this, providing you with a holistic picture of trials to analyze and transform therapy development. 

You can cut down the time to market by bringing people together on a secure platform and obtaining real-time data from different sources to streamline production. Managing patient data and trial results centrally can help speed up planning and improvising for pharmaceutical production. 

2. Make Accurate Predictions

For a pharmaceutical business to grow, it is important to have the power to be able to view ahead into the future. Impossible as it seems, Salesforce allows you to make predictions to plan the care management and medicine trial accordingly in the network. 

Salesforce can help you create forecasts on the basis of data insights, analyze patient behavior, and upcoming expectations in care management. The entire team can access the real-time predictions and plan the upcoming batch while being on the same page. Having the power to predict trends enables a pharmaceutical company to always stay one step ahead of its competitors. 

3. Focus on Connected Experience

The production of pharmaceuticals completely depends on the data insights related to patients. This is where the need is to create a connected and enhanced experience so that the entire team can log into a complete view of patient data.

This data could be anything including social media data, claims, website usage, and patient satisfaction records. All this data will help to add intelligence and personalization to the production process. 

Digitize Pharmaceutical Production with Salesforce to Empower your Business

Proactive patient engagement and the right insights are key to boosting a pharmaceutical business. Salesforce can help access both of these, allowing companies to stay on top to analyze the demands and expectations and plan the production. 

Leverage the power of Salesforce to boost your pharmaceutical business. Get in touch with our team of Salesforce experts to implement the CRM and make it work for your pharma business.

Top Salesforce Features for the Next Marketing Strategy of Your ECommerce Business

Posted on by Editorial Team

These are the times when a user decides to visit your e-commerce website, his journey starts right there. What’s next is your job to make sure that visitor turns into a customer. And that will depend on the way you’ll plan the marketing strategy of your eCommerce business.

An eCommerce business has a lot to handle, from maintaining product catalogs to segmenting personalized product recommendations for customers, Salesforce can help you do it all. There are numerous Salesforce features that can entirely transform the way marketers have been handling their eCommerce marketing campaigns. 

Salesforce Features for Marketing Strategy of your ECommerce

The tech-savvy customers these days know everything. You can’t trick them to buy from you. That’s where marketers need to be smart enough to offer them just the right product or service. 

We have filtered some of the top Salesforce features that the marketers of eCommerce companies can access to take their results off the charts. 

1. Multi-Channel Messaging

You can prefer constructing journeys consisting of SMS messaging, email, or any other channels to reach out to your audience. The use cases for these multi-channel messaging can be:

  • Service and support case communication: Use multiple channels to interact with customers for relevant service or support. You can prefer using SMS to communicate for more timely information e.g. updating customers about scheduled service or closure of the case.
  • Post-purchase communication: Keep in touch with customers through post-purchase communications. You can send emails to customers on the successful delivery of the product or send a customer survey. 

2. Targeted Ads

In the midst of all the noise on social media, targeted ads can help you gain the attention of your audience. Salesforce Marketing Cloud can help you run targeted ads to reach people out with personalized content and services. 

3. Automated Responses

What’s the one thing customers hate? The answer is waiting. That’s one reason e-commerce businesses are becoming popular- no waiting in long queues or traffic. So, make sure that you won’t make your customers wait for the service too. You can automate responses by customer service agents using Salesforce Einstein bots to provide your customers with immediate assistance. Salesforce provides these state-of-the-art Artificial Intelligence-based technologies to boost your customer service, avoiding customer churn due to waiting. 

4. Einstein Vision

Artificial Intelligence-powered Einstein Vision is an incredible way to gain insight on your customers that might have been impossible otherwise. For an e-commerce business, it is important to learn about customers so you can reach out to them with offers and products that relate to their shopping interests and behavior. 

Einstein Vision will help you understand your customers on a whole new level, which will even serve you while creating targeted ads. 

Plan the Next Marketing Strategy of your ECommerce Wisely

How your revenue in the next quarter is going to depend on how well you run your marketing campaigns now. Salesforce has got everything a marketer would need to run advanced campaigns with personalized and targeted ads. 

You just need the right team on board to help you access all these features that could transform your marketing. Contact us for a Salesforce consultation and learn how we can help you with the transformation.  

How Salesforce Can Help Manufacturers to Achieve a Connected Manufacturing Strategy

Posted on by Editorial Team

Many research reports say that the global manufacturing sector has taken a hard hit by the pandemic. The manufacturing sector has been seen slow to adopt the technology. Only 57% of the manufacturing companies can confidently say that they are quick to adopt the changing market and technology trends. The rest still struggle. The need here is to adopt a connected manufacturing strategy in which Salesforce can be of great help. 

There are many manufacturing companies that fail to quickly react to disruptions in technology. The reason behind this failure is the disparate legacy systems that end up creating asymmetry of information and data silos. Salesforce helps resolve it all providing a connected manufacturing approach. 

Common Manufacturing Challenges to Handle

Any typical manufacturing ecosystem tends to have a complex business process and operations that involve major challenges that need immediate action. Some of these challenges are:

  • Inconsistent data about customers and their needs
  • Inability to manage change with agility
  • Inaccurate forecasts that don’t match with the real sales and demands
  • Lack of visibility into partners’ information and their performance

All these challenges need to be resolved in order to ensure that a manufacturing business is growing while adopting technology change. 

What You Need for a Connected Manufacturing Strategy

To achieve a connected manufacturing strategy, a company needs to improve data sharing and collaboration among teams and partners. Here’s how it can be done. 

1. Enable Sales Team to Drive Predictable Growth

It is important to increase predictability in the manufacturing sector to identify changing market demands and align strategies accordingly. The sales team can collaborate with other teams to evaluate highly accurate forecasts based on the run-rate business. They can also automate manual tasks like quote generation and lead management to cut down the sales cycle. 

2. Empower Partners to Bring in More Revenue

The success of a manufacturing company very much depends on how its partner network sells. This makes it important to increase alignment with partners with a partner management solution that will simplify onboarding and incentive management. You can also capture real-time feedback on products from the field and identify more revenue opportunities. You can also provide partners with tools for self-service and performance tracking to align goals. 

Connected Manufacturing Strategy with Salesforce Manufacturing Cloud

The best approach for manufacturing companies is to adopt Salesforce Manufacturing Cloud to future-proof manufacturing businesses and derive a connected platform to run and manage their operations. It will allow companies to:

  • Reduce latency and increase collaboration between teams
  • Increase the visibility of the staff into end-to-end operations
  • Achieve better alignment through efficient partner management
  • Allow integration with different systems that will help to unify data
  • Get AI-driven actionable business insights

Along with these, you’ll witness many other fascinating features that could increase the operational performance of your manufacturing business with better collaboration.

Plan a Connected Manufacturing Strategy with Experts

There’s no denying the fact that the manufacturing sector needs to keep evolving to walk parallel to the changing technologies and customer demands. The need here is to follow a connected approach to bring all departments together, enabling better collaboration. All you require is the support of a trusted team of Salesforce experts to get your manufacturing business running at its best. Contact us to learn more about trending technologies for the manufacturing sector. 

Must-Have Features for your Field Service Management Solution

Posted on by Editorial Team

For organizations belonging to professional services, it matters the most how they handle their field service. For a growing business, a paper-based system or some disjointed apps would not do the work of managing the field service efficiently as a connected field service management solution would do. That’s where you need a solution efficient enough to bring the teams together to improve the way field service is managed. 

Salesforce Field Service Lightning can be your solution to reduce inefficiencies and connect your operations to boost mobile workers and customer safety. It’s all because of several features that this field service management solution supports, making it easier to handle it all. 

Your Field Service Management Solution Must-Haves

While you can access many capabilities and add-ons, you don’t have to go for them all at once. You need to know the key features that your solution must-have. We have listed here some of such features that you must consider for your field service solution. 

1. End to End Process Alignment

Having a single console system would give you a complete view of field job status, making it easier to assign, track, and cancel job assignments. Dispatchers can be able to view schedules, track locations, and conduct skill-based task assignments. It will also help to eliminate overscheduling or job crossover. 

2. Enable Mobility in the Field

Mobile workers act as the face of your company, and not only in the literal sense. 89% of service decision-makers mention that customer experience with a mobile worker works as a reflection of their brand. This makes it important to deliver the best service, which can be done by implementing mobile capabilities in the field. 

Mobility will empower workers with quick access to information at all times so they need to deliver the best customer service. A connected mobile worker will easily have a complete view of the customer even before arriving at the appointment, thus giving the worker an idea about the service needed by the customer.

3. Manage Everything Digitally

The job completion rate will automatically increase when you manage your work orders digitally. It can prove to be a vital way to instantly track all updates about the assigned field job while making the data visible to everyone involved in real-time. Managing orders digitally also means that there will be no more lost or miscategorized forms, which can seldom be the reason for delays in invoicing. 

4. Add Visibility with Workforce Analytics

A field service management solution reporting and analytics will add value to your operations. It will allow complete visibility into operational performance across the field service. You can track everything from job scheduling to the status of the work.

It will allow users to view metrics like hours billable, hours logged, and the completion rate of work orders. 

5. Self-Service Features for Customers

Your connected field service solution should add convenience for tech-savvy customers with online appointment booking. It can be done either with your customer-facing app or through a customer portal on your website. You can consider issuing ongoing automated notifications and service reminders through your app, email, or text messages.

Get the Field Service Management Solution Your Business Needs

You now know all the top features that your field service solution should possess. But the question is what solution can provide it all to you. Considering Salesforce Field Service Lightning will give your business the ease of managing your field service centrally while adding mobility to your business. Talk to our experts at 360 Degree Cloud to know more ways of improving your field service. 

Salesforce for Energy and Utility Sector for Adapting to New Customer Expectations

Posted on by Editorial Team

Energy and utility companies are known to have contingency plans to remain stable in any uncertain situation. And that’s where digitization has helped such companies a lot. Embracing technologies like Salesforce for energy and utility companies has added a lot of flexibility to the way operations and maintenance have been conducted.

Energy and utility companies have been innovating new approaches to track new customer expectations and work on achieving them. The idea is to personalize interactions and enhance customer service. What customers need is the ability to report issues and outages and quickly get a field technician with effective field service management to fix the issue remotely. 

How Salesforce for Energy and Utility Companies Can Help

Digitization can be daunting for many companies but when you know the right way to indulge it, there’s no stopping. Let’s see how Salesforce can support digitization for the energy and utility industry so it can adapt to new customer expectations. 

1. Single Source of Truth

Any energy and utility company would be serving uncountable segments of people. Each customer these days expects personalized engagements with services that are specially tailored. That’s where having a single view of customers is important and Salesforce helps you achieve that. 

Salesforce helps to pull in information from different systems, making the same data visible to all. It gives you a single source of truth to improve collaboration between teams. 

2. Achieve a Competitive Edge

Having all of the customer data in one place will help sales and service teams to quickly create and deliver personalized services. They can leverage Artificial Intelligence to engage with customers in a suitable way. 

From optimizing quotes onsite to managing multi-site operations, teams can make the most of process automation with Salesforce to speed up productivity. The team can access insights to enable quick action, agility, and accuracy to understand customers better and stay ahead of the competition. 

3. Adapt for the Future

For energy companies, it is essential to digitize so they can meet the changing customer expectations and keep propelling the business forward. Salesforce for energy and utility will help companies leverage new technologies, track trends, and gain insights on customer behavior and expectations, helping companies to plan their future strategies.

4. Develop a Collaborative Mindset

When any energy company is about to upgrade the technology, the biggest challenge they might face is to manage the culture and prepare it for the upcoming change. Salesforce helps the different teams of the company to align internally on the same goals and objectives and make collaborative decisions to achieve customer-centric goals. 

Adopt Salesforce for Energy and Utility Companies for Potential Growth

No company these days can flourish without adapting to change. And for any energy and utility company, the biggest change is to adapt to the changing technologies and customer behavior and expectations. Salesforce for energy companies will help to understand what their business needs to grow and reach their customer satisfaction. 

You can always contact us to learn more about how your energy and utility company can grow and enhance the customer experience.

logo Live Chat