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Improve Inventory Management to Deliver a Great Retail Experience

Posted on by Editorial Team

One of the major challenges that retailers have faced during the past year is to get products faster to customers, ensuring their safety while following the most innovative method. Even in the rough situation, there were companies that were able to meet every demand of customers. Do you know who’s the unsung hero here? It’s Salesforce used to improve inventory management that helped retailers.

It is important to maintain the balance between product availability and demand and to execute the inventory management properly to efficiently run supply chain operations. This is something that can impact the entire retail execution strategy of the brand. Too much or too little inventory, products in the wrong places at the wrong time, all these aspects can affect customer loyalty and experience.

Ways to Improve Inventory Management for Retailers

Inventory management is not a new concept but is increasingly becoming more and more sophisticated. Let’s have a look at these top three ways retailers can benefit by using Salesforce for inventory management. 

1. Be Sustainable

Companies are increasingly having concerns about environmental impact. That’s the reason organizations are focusing more on becoming sustainable. 

But there can be cases when a subsequent last-minute shipment is needed from a warehouse or another storefront ends up negating the entire model of sustainability. 

You can avoid this by bringing Salesforce inventory management rebalancing into the picture which can help to eliminate shortages. With Einstein analytics, retailers can analyze the most popular and widely requested product for each store or region. This will help you avoid any wasteful packaging and unnecessary trips to distribution centers, helping retailers fulfill orders faster while being sustainable. 

2. Get Visibility Across the Supply Chain

Having accurate and organized inventory information gives your team a level of visibility that extends beyond in-store management. During holidays, there is always a surge in orders which makes last-mile delivery a challenge as retailers struggled to determine the fastest way to deliver products to customers. 

That’s why retailer needs visibility into where products are located, so they can make better decisions about the best way to get the product to the customer. Also, when inventory visibility is prioritized, it helps improve decision-making.

In addition to this, proper inventory management can also help retailers to make better strategies for improved marketing and sales.

3. Focus on Customer Loyalty

For years, we’ve seen that customers are loyal to businesses that deliver value along with personalized and positive experiences. 

While that’s still true, convenience became another aspect of the shopping experience that has become highly valuable to consumers. During the pandemic, people have seen shortages and shipping delays due to which product accessibility and availability matter a lot now for customers. 

So, if you need to make sure that your customers stay loyal to your brand, make sure you manage your inventory right, upgrading your stocks before it lasts. This will allow you to deliver the utmost product availability to customers.

Implement Salesforce to Improve Inventory Management

As retailers work on meeting customer expectations of personalization, timeliness, and sustainability, they should also focus on delivering superior customer experiences. If your goal is to get closer to customers, improving inventory planning and management is your first step.

If you want to know more about using Salesforce for retail business, reach out to our experienced Salesforce professionals and get the best assistance.

Ways to Make your Field Service Sustainable

Posted on by Editorial Team

As more and more companies are looking for ways to reduce their carbon footprint, it forms a great opportunity for you to make your field service sustainable. It is high time that you should adopt sustainability to be the strategic pillar of your business and should promote the same values when you’re selecting your employees and partners. 

But it’s easier said than done. You need to work on getting a reliable field service management solution that could help you build customer trust and reduce carbon emissions. This is something that you need to set up sustainability to achieve success. 

3 Ways to Make your Field Service Sustainable

We’ve covered here a few ways that you can follow to make your field service sustainable while growing your business. 

 1. Enable Automation for Mobile Workers

One of the biggest challenges to achieving sustainability in the field service sector is fuel consumption. There can be situations like inclement weather,  last-minute schedule changes,  and heavy traffic, which can all lead to an extension of time on the road.

With skill-based routing, you can make sure that the right person for the job takes the most efficient route. This would be supported by real-time automation that will help you respond quickly to emergencies. This way you can save on gas, reduce emissions, and limit the impact on the road, thus contributing to sustainability. 

2. Use AI for First-Time Job Resolution

Any kind of errors in estimating service or travel time, and parts required can completely disturb the schedule for the day. If these inefficiencies keep adding up they’ll lead to an increase in the carbon footprint. 

You can streamline your field service activities and support sustainability using Artificial Intelligence. It helps you take different factors into account like traffic patterns, distance, and weather to predict how long the representative will take to drive to the job. 

AI can also help to evaluate the history of similar tasks in the past to estimate how long a job will take. 

3. Offer Remote Assistance to Reduce Truck Rolls

It is not necessary that your service requests need on-site appointments, instead, there can be times when remote assistance could help. Your mobile workers can enable visual remote assistance to help customers and solve problems they’re facing in real-time. 

Enabling remote assistance will help you to cut the time spent on the road. It means that there will be fewer emissions and wear and tear on roads. 

Make your Field Service Sustainable with Salesforce

Whether it is about automation, AI, or remote assistance, you just need a single platform that could enable you to ramp up your field service while managing sustainability. It’s time to adopt Salesforce and transform your field service for better efficiency and sustainability. 

You can even reach out to our experts for a customized Field Service Lightning solution to boost the productivity of your on-site workers. 

How Salesforce can Save your Manufacturing Firm from Supply Chain Crisis

Posted on by Editorial Team

Empty warehouses, unhappy customers, and bare shelves are some issues that manufacturing companies these days have been facing. Even though achieving clear jam-packed ports is not so easy, still, there’s a lot that can be done to improve the situation. You just have to be prepared to save your manufacturing firm from a supply chain crisis and keep growing. 

Customers are not concerned about things that are happening behind the scenes. All they want is their product to be available or delivered on time. That’s where you need to work on delivering transparent and proactive service.

Points to Focus to Overcome Supply Chain Crisis

We’ve listed here a few ways you can ease the impact of the supply-chain crisis on your customers while keeping up the revenue.

1. Focus on Digital Transformation

Since the pandemic, manufacturing companies have been facing supply chain issues. This makes it important for businesses to consider disruption to be the new normal. 

They can implement Salesforce to leverage new processes, touchpoints, and checkpoints to shape next-generation digital investments.

Digital transformation should focus on including visibility and engagement systems that could help in winning customers’ trust and building customer relationships as a key to future growth.

2. Enable Data Transparency

With Salesforce, teams can focus on sharing data openly across different departments of a company, thus helping to connect data silos. 

Maintaining transparency helps suppliers to communicate in-stock components for manufacturers in real-time. Thus, manufacturers would be able to make their decisions faster on production runs and inventory management. 

3. Deliver Proactive Service

Another way to tackle the supply chain crisis is to deliver proactive service. Consider a situation, a few days before the scheduled delivery date, you receive a text from the distributor that the shipment is delayed. You receive a new guaranteed delivery date, which can be shared with customers.

This may not be the perfect buyer experience but at least your customers don’t have to sit around wondering about their product. 

Now suppose, you don’t receive any word about the delay and the product doesn’t arrive at all. Days go by and you receive no word. It will simply lead to customers canceling orders, rather than waiting any more. This makes delivering proactive service important. 

Implement Salesforce to Save your Manufacturing Firm 

You never know when a supply chain crisis can come to hit you. All you can do here is be prepared to save the firm. That’s where Salesforce can prove to be a great help for you. 

Get in touch with our certified professionals to get customized Salesforce solutions for manufacturing businesses to manage your supply chain to avoid any delays in production or delivery. 

Ensure Secure Field Service Management to Accelerate Revenue Growth

Posted on by Editorial Team

For any field service leader, safety is always on the top of all priorities. Your team would be able to do well with their tasks are you’ve set them up with the right enablement so they can achieve success. That’s the kind of secure field service management every company should have. 

It is paramount to have safety in jobs related to field service. Technology has evolved rapidly over the years to meet the growing demands of society by helping businesses to access tools to develop smarter strategies that could keep their employees and customers safe.

How Secure Field Service Management boosts Revenue

Let’s have a look at some ways companies can get better revenue growth by making their field service secure. 

1. Remote assistance to complete more jobs

Visual remote assistance allows your employees to deliver safe support and guidance without having to visit on-site. This helps to boost customer satisfaction while allowing employees to finish more jobs in the time they save as they won’t have to travel from site to site. 

According to the report by Salesforce’s State of the Connected Customer, 96% of people believe that customer experience has a great role in transforming buying decisions. 

Remote assistance also contributes to keeping mobile workers off the road and safe, thus driving their productivity which ultimately boosts the revenue.

2. Enable digital self-service to achieve customer loyalty

You can enable digital self-service so customers can manage their own appointments, making field service visits easy and safe. Customers would be able to track the reps in real-time when they’ll be on their way. 

This gives customers the opportunity to plan the visit according to their convenience and get the work area ready before the mobile worker arrives.

3. Work plans to drive business

Work plans help employees and contractors by providing clear step-by-step directions to ensure correct, consistent, and safe service delivery. Such plans help in improving first-time resolution rates and also cut down exposure to possible hazards on visits.

With these work plans, you can also get an opportunity to upsell or cross-sell to generate revenue. You can include questions about safety for your mobile workers as part of your work plans. You can include questions like: 

  • How much would it cost if the asset is down for one hour, one day, or a week?
  • How many people would be impacted in case the asset goes down?
  • Would you like to make an investment in an annual service agreement to ensure the asset is properly maintained?

This type of essential information can be quickly captured by workers from the customer so they can identify potential opportunities to boost sales and support.

Drive Growth with Secure Field Service Management

Safety has a lot more role to play than protecting your employees and customers from harm during any service. With methods like remote assistance, work plans, self-service, and secure field service management can even contribute to revenue growth, bringing in recurring customers.

There’s a lot more you can do to improve your field service. You can learn more about Field Service Lightning with our certified consultants. 

Top 8 Features from Salesforce Summer ‘22 Release

Posted on by Editorial Team

If you are a Salesforce enthusiast like us, you’d also spend your night before the new release in excitement. This year, Salesforce Summer ‘22 has brought lots of new features and enhancements to be excited about. 

With each release, Salesforce brings forward some enhancements, community ideas, and brand-new features that could simplify the usability of Salesforce while improving the user experience. This year too, there are many such features that you should be excited about. 

Salesforce Summer ‘22 Features to be Excited About

We’ve gone through many new features and enhancements from the new Salesforce release. We’ve listed here some of the top features that you must try out. 

1. Result Limitation in Tabular Reports

With the new release, you’ll be able to get quick access to the data that is important without having to spend unnecessary time processing it. You can now limit the rows to be returned in the tabular report, so you can instantly get exactly what you’re looking for. 

2. Overcome MFA Challenges

It’s the time when all the Salesforce users are required to use MFA, as Salesforce mentioned in Winter ’22 release, With the summer release, MFA automatic enablement will come with some exceptions. Users who are still not using MFA would be getting a notice of six months. But, you shouldn’t wait for it and implement it right away to achieve outstanding security.

3. Custom Address Field

Salesforce users were always in the need of custom address fields that could work in the same way as the standard address field. That’s now possible as Summer ‘22 has brought the feature, Address as a Custom Field in beta. 

4. Features for Picklist-Management

The release has brought up many new features to enable picklist management. Following are some of the best of these features:

  • You can access the Cleanup Inactive Picklist Values in beta through which you can easily delete unused picklist values. 
  • You can now add a new picklist value in bulk. 
  • Also, you can manage your picklists more efficiently with Bulk Managed Picklist Values. It enables you to access buttons like Delete Selected, Replace Selected, or Activate/Deactivate Selected.

5. Einstein

There are a few updates to Einstein as well. Some of these are:

  • Use Einstein Lead Scoring to estimate the ROI of your firm. 
  • You can now enable Einstein Prediction Builder through Guided Setup. 
  • You can also access automated case triage using the Einstein Case Classification for flows. The feature is in the pilot as of now.

6. Share Campaigns with Colleagues

The new release has enabled Campaign Owners to share individual campaigns manual with other users. Earlier the feature was only available in Classic. Now you can do it in Lightning as well. 

7. Customize and Filter Related Lists

You can now access a new feature, Dynamic Related Lists, to create custom related lists that you can filter to view, considering when any specific criteria are met. 

8. Enable Person Accounts without having to Contact Support

The new release has brought a guided setup that will help to self-enable Person Accounts. Earlier users had to reach out to Salesforce Support to do that but now you can do this on your own. 

Maximize Productivity with Salesforce Summer ‘22 Features

All these new features and enhancements can take your Salesforce productivity a level up. Make sure you know and understand these features well before you start using them. 

The best way to get started is by talking to our experienced Salesforce consultants who can guide you well on these features.

Workflow Automation: A Surefire Way to Maximize Employee Retention

Posted on by Editorial Team

When customers don’t receive the service they expect, chances are higher that their loyalty will shift. The same kind of dynamic also exists between employers and employees. It is essential that employers must deliver a great experience for employees — or they might risk losing them. That’s where workflow automation can be helpful.

Automation has proved to be a gem for companies to keep up with both customer and employee expectations. There are numerous ways in which workflow and process automation can actually contribute to making work easier for employees.

4 Ways Workflow Automation Can Contribute to Boost Employee Retention

Let’s have a look at these four that can help businesses gain a competitive edge while boosting employee satisfaction and retention.

1. Quickly solve everyday business problems

With the help of low-code tools, automation has become more accessible to employees. Users can easily streamline workflows through automation. You can use it to schedule follow-ups for sales calls or to create a workflow to automatically posts messages.

Employees can now build reusable components that can help users to automate processes, so any existing bottlenecks can be removed. Reusing components allows teams to quickly resolve problems and frees them so they can focus more on other complex needs.

2. Break down organizational silos

Initially, there was no easy way to connect different systems, workflows, or data without as it required writing complicated code. According to a report by MuleSoft’s 2022 Connectivity Benchmark, 90% of businesses say data silos end up disconnecting them from the data they need to understand about their customers and employees. 

With the help of low-code automation, you can bridge this gap. You can utilize pre-built connectors and point-and-click tools to bring data and systems together. This helps employees can deliver a seamless customer experience while improving their productivity and job satisfaction.

3. Supercharge the customer experience

When you connected automated business processes with the customer journey, it helps make it easier for employees to interact with the respective customer to deliver personalization and customized service. 

Consider, for example, when a sales rep adds a new customer to Salesforce, it automatically creates and organizes events mapping to the entire lifecycle of the customer. 

4. Make automation and artificial intelligence work together

It has been seen that many companies are using automation and AI closely and this trend is expected to grow longer. 

Let’s take a case for example. You can acquire AI-powered predictions about which customers might churn. But someone has to notice the prediction and plan if any action is required here. 

Boost Productivity with Workflow Automation

Employees always embrace the idea of automating processes that could eliminate friction from their daily tasks. Workflow automation can simplify the daily activities of employees, making it easier to interact with customers.

You just have to get the right team of Salesforce consultants on board who can help you implement Salesforce and access its automation features to boat day-to-day productivity. 

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