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Top 6 Metrics in Field Service by Salesforce Certified Experts

Posted on by Editorial Team

Do you know which is exactly your frontline team that is majorly responsible for customer satisfaction? It is your field service team. So, if you need a way your business could work on increasing its revenue, start with setting a few KPIs for your field service and tracking them efficiently. Hiring Salesforce certified experts can be your way of getting the power of CRM to transform and improve your field service operations. 

If you’re already looking forward to investing in AI-powered features for your field service management, you’re on the right track to future-proof your business. Now, what you need is to make sure your field service management system is integrated with your CRM solution. 

This will enable you to access a 360-degree view of your field service progress, customer satisfaction details, and agents’ performance. All these insights could help you understand how everything is going on in your field service operations and what exactly is required to be improved. 

With a CRM solution like Salesforce, it would be easier for you to keep track of important field service metrics. Whether it is the tactical metric like first-time fix rate or other essential KPIs like customer satisfaction results, you can track it all using Salesforce. 

So, let’s talk about all these major KPIs and what exactly you need to do if you’re not getting positive results. 

Field Service KPIs to Track with a Salesforce Certified Consultant

If you’ve made up your mind to leverage the power of Salesforce to track your field service metrics, you need a Salesforce certified consultant to guide you through the platform and help you make the most of its features. 

But as you get ready to acquire the power of Salesforce for your field service operations, you need to know which metrics you need to track and measure. So, here are the metrics we suggest you to track. 

1. First-time fix rate

This is one of the most essential tactical metrics that you need to measure. Your field service agents should be able to resolve cases on their first visit. That’s where they would need to have the most effective mobile capabilities that will enable them to achieve faster work completion with customer satisfaction. 

But if you’re not able to achieve the results you seek, we’ve assembled some points to help you:

– Access to consolidated information: Your mobile workers should have access to an app or portal through which they can access the consolidated details of their jobs in a single view. 

– Quick support: Your field agents also need to have the needed resources to handle complex cases. They can get help in the form of AI-generated knowledge articles or the ability to connect with senior agents remotely. 

– Work online and offline: You never know if your field service agents have to work in remote areas where there is no proper connectivity. That’s where they need to have offline access to data so that poor connectivity does not affect their productivity.

2. Call volume

Customers always expect that the service should be as easy as placing an online order. So, the call volume you’re receiving will actually help you analyze how efficiently your team is working. 

But if your dispatchers are receiving a high volume of calls, making it difficult to manage the work, here are some helpful pointers for you:

– Notifications: A customer-facing app providing automated notifications to customers will keep them notified about the service on the way and job status. 

– Self-service features: Give your customers the ability to make and change requests through some self-service features in the app.

3. Customer satisfaction

Your field service team has surely been giving a 5-star effort in their work, but is that effort getting you 5-star reviews? Not that’s the question that might keep you awake at night. 

There was a time when there was almost no visibility about customer satisfaction in field service (of course, unless there was a complaint by the customer). But those days are gone now. You can have clear insight into customer satisfaction. 

If you feel that you’re lacking in getting clear visibility into customer experience and satisfaction, consider providing feedback or survey forms to ask them about their experience. You can also run emails, text messages, or even open-ended questionnaires to know about how they feel and what more they expect.

The results you’ll get will enable you to achieve the customer satisfaction that you’ve been aiming for. 

4. Jobs per day

The jobs that your field agents have per day depend on how efficiently you are able to manage the scheduling. With the help of a Salesforce CRM consultant, you’ll be able to achieve a field service management solution that will enable the agents and the stakeholders to have proper visibility into the scheduling process. 

The need here is to have a solution that supports workforce analytics to manage job assignments on the basis of skills and the availability of agents. This will enable you to track the following aspects:

– The skill set of agents

– Location of jobs

– Equipment availability

– Availability of field agents

– Quick access to inventory

Access to all these details will improve the scheduling process, thus achieving more jobs per day and faster resolution of jobs and cases.

5. Time to site

Do you know what irritates the customers the most about field service? It is the field agent arriving later than the scheduled time.

If, despite having a connected solution, your field agents are not able to make it on time on job sites, here are some points to work on:

– Geolocation tracking: Make sure your field service app has an embedded GPS tracking feature, which will not only enable the onsite team to track their location but also provide the field agents with the shortest route that will help them reach the site faster. 

– Intelligent planning: The need is to access intelligence for up-to-date information for your mobile workforce. The solution should be able to assign the job to an agent with the right skill and closest to the site.

You can enable access to these features with the help of Salesforce certified experts who can provide you with a customized Salesforce solution.

6. Overall costs

When you sit calmly to evaluate the performance of your field service, the question that you need an answer to is if your field service management solution is actually saving you money. If the answer is close to being a negative one, here are some tips that will help you improve overall costs:

– Process flow: You should consider optimizing your field service using Flow to enable process automation. This will enable you to access AI-powered Salesforce features like intelligent scheduling and faster route planning.

– Faster time to invoice: If you’re still using a sheet of paper to work on invoicing, you’re way behind. That’s something that has been slowing you down. Enable your mobile workers to access their jobs through applications, making it easier to handle everything from job status to updating invoices on the go. 

Upgrade your Field Service Management with Salesforce Certified Experts 

So, these were the 6 metrics that you should definitely measure when evaluating your field service. Just a Salesforce CRM consultant on your team can help you get through all the challenges you’re facing to track these metrics, enabling you to get real results. 

It’s time for you to get the best from your field service. Contact us and get our Salesforce professionals to help you overcome any hurdle you face in your field service.

How Salesforce Consultancies Can Help With Changing Insurance Technology

Posted on by Editorial Team

It’s true that technology is taking over the world. But it doesn’t just mean drones and self-driving cars. The changing technology patterns and trends can be seen in almost every industry segment. But let’s talk about insurance here. From enabling fast claims processing to near-instant quotes, Salesforce consultancies are actively helping insurance companies to grow with changing technology.  

For insurance companies that are still working with legacy systems, there’s always a constant need to get their operations up to the level where they can compete with other agile businesses. That’s where moving to Salesforce is one way to embrace the new technology and boost operations. 

They can follow a modular approach to take their data over Salesforce while preserving all their valuable data. There would be no need to pause the operations; reliable Salesforce consultancy services can handle the entire migration process without any hassles. 

In this blog, we’ll be talking about the changing trends and technologies in the insurance sector that can be leveraged with the help of Salesforce experts, enabling the team to get the best results. 

Upgrade Your Insurance Business with Salesforce Consultancies

It’s true that every insurance business needs to upgrade with the changing world full of new technologies. But the real question is, what exactly do they need to change? 

So, here we’ve mentioned the industry trends that insurance businesses need to leverage that would help companies grow and scale with the right technology. Partnering with a reliable Insurance Software Development Company helps insurers adopt these trends faster, modernize their operations, and build scalable, future-ready digital solutions.

1. Target real insurance customer needs

It’s not those easy times anymore when we could simply count on the accuracy of the data provided by customers and use it blindly. Insurance companies should work with advanced analytics and diagnostics to get valuable and accurate information from customers or policyholders.

Technology can transform the insurance business in new ways. It can help with achieving real-time alerts and keeping agents updated about life events of policyholders. This could be a wake-up call for agents to get the right data that could enable them to provide better coverage to customers. 

2. Introduce automation capabilities

For back-office operations like payment processing, automation can be the real deal. But with Salesforce for insurance agents getting so advanced with AI, the need is to embrace the power of predictive analytics that will help them with operations related to marketing, service, and underwriting.   

Gone are those days when an insurance agent has to wait for pricing and other decisions to submit a policy to underwriting. The responses can now be delivered instantly with AI-powered Salesforce capabilities.

3. Fill coverage gaps

Many insurance companies are already leveraging the power of CRM analytics to boost their sales. It is one of the best ways to improve upsell and cross-sell strategies. For managers, it helps to keep track of insights related to team performance and workflow data, ensuring all accounts are provided optimum service and support, resulting in happier customers.

Along with this, Salesforce consultancies can also help insurance companies get the best out of customer intelligence capabilities, enabling sales representatives to ask just the right questions to customers. 

It enables reps to follow a more informed approach that enables customers to get insurance protection that is best suitable for them with minimum risk of coverage gaps. 

4. Prepare a 360-degree action plan

For insurance agents, it is necessary to have a 360-degree view of customers, which would provide them with insights into their behavior and choices. That’s where leveraging predictive analytics in Salesforce is a smart choice, helping agents spot trends in a better and faster way. 

Insurance agents should consider leveraging the power of the Financial Services Cloud, which would enable them to keep all customer details in one place and easily analyze trends and patterns. They can use CRM analytics to assess the data stored in Salesforce and evaluate the next best steps to follow to cater to each customer. 

There’s nothing better than agents being able to analyze how to efficiently manage clients and challenges more capably. That’s something we can ensure with predictive analytics at its best.

5. Embrace the new and enhanced architecture

Many companies are making the mistake of investing a lot into aging systems that require extensive customizations. It’s not just an expensive option for the business, but it’s also daunting to work with it. If you’re someone using such a system to manage everything from coverage to premium processing, you can’t just switch to a new system. What you need here is a modular approach. 

Salesforce for insurance agents has an architecture that your insurance operations need to manage your workflows better and access actionable insights to improve service. It’s the kind of technology you need to achieve operational excellence while deepening relationships between agents and policyholders. 

Salesforce Consultancies to Make Your Insurance Business Agile

Any insurance company would have some common but important goals – delivering better products and recommendations, streamlining processes, and improving policyholder experience. However, it depends on how insurance agents are able to adapt to changing technologies to evaluate recent trends and changes in customer behavior. 

Salesforce can be a way to achieve it. Every policyholder seeks ease through the insurance claiming process and wants to receive better coverage. Salesforce consultancy services can help insurance agents deliver the kind of service customers expect while driving simplicity in operations. So, contact us and get the right kind of experts who will enable you to access and work with the right technology for your insurance business.  

Quiz Time

Which of these is not an expectation of a policyholder from an insurance company?

a). Faster document verification

b). Personalized recommendations

c). Big coverage gaps

d). Minimum wait times

Show Answer: c) Big coverage gaps

Improve Communication at Higher Ed Institutions with Top Salesforce Partners

Posted on by Editorial Team

For any higher education institution, having streamlined communication is a basic expectation. Whether it’s for students or staff, there’s no way we can underestimate the importance of an efficient communication process. It could be through any method – email, texts, or social media channels, but you need to know what’s working for the institution. And if you’re using an efficient CRM solution, that’s where top Salesforce partners can be of great assistance. 

Salesforce came up with the Connected Student Report to understand the expectations of students and staff at higher education institutions, and the results were amazing. Considering the results of the report, there are several ways through which communication can be improved in these institutions. 

So, in this blog, let’s talk about different ways that could help in promoting streamlined communication among students, staff, and alumni in higher ed institutions.

Salesforce for Better Communication 

Salesforce, being a centralized data hub, can prove to be a significant help for organizations and institutions to maintain data in one place for streamlined and personalized communication. All of this could be achieved while eliminating data silos and ensuring that all the audience have access to updated information on the platform. 

For higher ed institutions, Salesforce is an efficient platform to manage records and details of students, staff, and alumni, maintaining their past interactions and information that could be helpful for targeted marketing. 

Along with this, Salesforce can be easily integrated with different email applications and calendars that institutions have been using to achieve communication with a more synchronized approach. This would enable the communication channels in use to be all interconnected, maintaining a single source of truth for all stakeholders. Additionally, Salesforce also allows you to measure the effectiveness of the communication strategies being followed through reporting and analytics. 

How Top Salesforce Partners Can Help with Communication in Higher Ed Institutions

So, as we move forward, we’ll be talking about institutions that are using Salesforce and how they could maximize its usage to improve their internal communication. 

According to the results of the Connected Student Report, there are some efficient ways that could be helpful for better communication practices. 

1. Maintain Consistency

Any institution that is not communicating consistently can be a factor of trust issues. This would invoke doubt among people if they are receiving the right message at the right time. This lack of consistent communication can be a big reason to create a trust gap among the different audiences in the institution. 

To overcome this issue, planning and effective execution are necessary, along with constant tracking. Thus, it will help to disseminate consistent communication. Moving to Salesforce Marketing Cloud with the help of Salesforce partner companies is another efficient choice for institutions if they need a single platform to personalize and coordinate communications in a better way while improving targeting. 

2. Enable More Personalization

The report says that 42% of students are expecting more personalization in their communication patterns. Proper understanding of the audience is necessary if institutions want to achieve this. Also, marketers need to have the needed information at their fingertips to enable this kind of personalization. 

As an example, Arizona State University worked to merge its email systems into Salesforce with the aim of achieving better communication with students, alumni, and parents. This was the shift that actually brought in results. They used Marketing Cloud to easily access information about receipts and crafted personalized emails for better communication. 

3. Build Connections

This factor is necessary in terms of alumni. Networking is essential to secure a good job after graduation, and that’s where students need to have a way to build efficient connections with alumni working in the career segment they are interested in. 

Leveraging Salesforce with the top Salesforce partners can help students match their interests with alumni working in a similar field. Institutions can also use Salesforce to build tailored marketing journeys to showcase alumni working in different fields. This would be an easier way for students to locate and build connections with alumni and learn about their experiences. 

4. Induce Trust

Alumni these days are smart. They want every information about where their donated money is being used. In the report, 43% of advancement staff mentioned they have enhanced communication related to discussing the ongoing impact of their fundraising programs. This is helping to build trust with donors and achieve the needed transparency. 

This is something that could be easily achieved with Marketing Cloud. It helps to manage the database for alumni, making it easier to reach out to them and assign the donor’s gift when they have to. 

5. Increase the Frequency of Reaching Out

The report also showed that the majority of students expect that their universities should reach out to them more often with personalized emails, notifications, or reminders. To achieve this level of frequency, institutions need to have a method that’s easier to follow. 

The key here is to leave the outdated mailing lists and hire Salesforce developers who will help in data aggregation and processes to deliver personalized experiences. 

Streamline Communication with the Top Salesforce Partners

Whether it is about updating parents about students’ performance or students looking for guidance from alumni for a better career approach, the key to everything is having an efficient communication process. Higher education institutions have different audiences to focus on, and engagement among them is the key to better processes. 

Salesforce is the platform that could enable the needed connection with personalization to ensure better results and engagement. However, acquiring the power of Salesforce and utilizing it to its full potential requires assistance. That’s where you need to connect with the best Salesforce partner companies to implement the solution and use it well. Contact us and get experienced professionals to assist you with streamlined operations in your institution.

Quiz Time

Which of these Salesforce products can be helpful for higher education institutions for sending consistent personalized emails?

a). Reports and Dashboards

b). Marketing Cloud

c). Field Service Lightning

d). Sales Cloud

Show Answer: d) Sales Cloud

The Value of Generative AI for Salesforce App Developers

Posted on by Editorial Team

Since Dreamforce 2023, a lot of Salesforce enthusiasts have been talking about generative AI, the technology that is definitely changing the business game. But what exactly does generative AI have for Salesforce app developers?

It’s the Salesforce developers who have the responsibility to access these trending technologies to add innovation to applications. Considering the complexity of Salesforce app development, Salesforce developers certainly need an assist that would help enhance their productivity. 

In this blog, we’ll try to understand generative AI closely, evaluating what it holds for developers. 

What is Generative AI?

Generative AI is the term that is tossed from different AI models that help to generate content in real-time, which could be music, text, images, code, or videos. 

Generative AI works on the basis of deep learning algorithms and neural networks, identifying patterns in data and generating fresh results after analyzing it. This technology is proving to be of great help to organizations to generate content, images, and code, all in real-time.  

Benefits of Generative AI for Salesforce App Developers

As we are understanding generative AI for Salesforce application development, let’s look at the different benefits that come along with using this technology. 

– Code generation: For developers, the best thing is to get the needed help with code generation. The technology can help developers generate snippets of functional code that could help them speed up the development process. 

– Content generation: Generative AI is backed by the power of NLU, i.e., Natural Language Understanding, which can learn and generate human-like text. It can help teams generate content that is personalized for customers. This kind of text would help to improve customer engagement and improve marketing efforts.

– Media generation: We are living in a world where people are very much aligned with graphics, and advanced generative AI models are increasingly being used to create creative videos and images based on user input. Generative AI models such as Seedance or an AI video generator can also be helpful here to provide users with creative videos and images according to the user input. This would also help in improving customer satisfaction with graphics that are relatable to them. Live videos can further engage audiences in real time, making the content more interactive and immersive. For streaming these videos, exploring JW Player alternatives can offer flexible features and better customization options.

Results Salesforce App Developers Can Expect with Generative AI

Salesforce has already realized the fact that generative AI has the needed potential to help Salesforce developers revolutionize the Salesforce app development workflow they had been following. 

But the question is, what exactly can we expect with this technology? Let’s find out. 

1. Rapid prototyping and innovation

Generative AI can be a great contribution in enabling fine refinement of ideas, further helping with fast prototyping. 

As an example of this, Salesforce app developers can utilize generative models for UX prototyping. This would help them to come up with multiple design variations according to the different parameters they give to the system. This would further help with improving the selection process, depending on the management’s or stakeholder’s feedback. 

2. Personalized user experience

Another result developers can expect with generative AI is to get the needed support to create dynamic processes that could help with personalizing user experiences.

Imagine the difference applications could make when you can combine historical data, different events, and user behavior in real time. This would help you create content that is relevant to each user, thus improving customer satisfaction.

3. Intelligent data analysis

Data analysis is one of the best use cases of generative AI. Generative AI can help you analyze and process data in huge amounts. This will help to reveal essential patterns and insights from the data. For example, data could be analyzed to understand customer behavior or to evaluate application performance. 

Developers can even train large datasets to come up with different insights regarding trend identification that could be helpful for the business, enabling the team to make the right decisions for the growth of the company. Generative AI would provide essential recommendations after analyzing the trend and help the team take the next best action.

4. Enhanced productivity

Developers can use generative AI to automate repetitive and monotonous activities and tasks. This helps them to save time, which they could invest in critical operations and essential workflows. 

Now you know how this new trend of generative AI is bringing a huge transformation in the business world. This technology is helping businesses to reshape the way they have been designing applications and solutions. Introducing generative AI is the way developers can transform their current Salesforce custom application development process and boost prototyping of their fresh ideas while building applications that are tailored to the customers’ needs. 

Get the Power of AI with Salesforce App Developers

It’s time we agree that generative AI is not just a passing trend. This is a trend that is here to stay and reshape the future of application development. Fascinating, right? But what you need here is professionals for Salesforce custom application development who have actively worked with generative AI and leveraging the power of Einstein GPT to build Salesforce applications. 

At 360 Degree Cloud, we’ve already got a team, specifically working with generative AI and Data Cloud to build applications that are effective for customer’s business. We have certified Data Cloud consult ants who have hands-on experience in leveraging the power of AI to craft applications that can contribute to business growth. 

All you need is experts who know how to work with trending technologies to tailor your business applications. Contact us and talk with our Salesforce certified experts. We’ll analyze your business and come up with business solutions backed by trending technologies that could help your business grow in the market. 

Quiz Time

Which of these is the benefit of generative AI?

a). Code generation visit

b). Graphics generation

c). Content generation

d). All of the above

Show Answer: d) All of the above

Hire Salesforce Experts and Learn About Sales GPT and Service GPT

Posted on by Editorial Team

Salesforce is growing with every release, so do the expectations of its users. But this year, Salesforce took a new leap, working towards adopting the power of AI. AI Cloud, which is powered by Einstein GPT, is the way to get auto-generated content to be used for different use cases. Salesforce came up with different platforms for different departments considering their unique use cases. When you hire Salesforce experts to learn about it all, it would become easier to get into the depths of the latest platforms and their features.

Salesforce has become the world’s most powerful and intelligent CRM, leveraging the power of generative AI to add to employee productivity and enhance customer experiences. Shortly before Dreamforce 2023, Salesforce started adopting the power of AI, and at the 3-day event, they made it clear that the near future is all about AI.

Among all the new platforms that Salesforce came up with, Sales GPT and Service GPT are getting the most attention. So, in this blog, we’ll be going through these two platforms in detail and understanding how these are valuable for businesses. Hire dedicated Salesforce developers and they can help you work with it.

Sales GPT and Service GPT: Top Features to Know

In the current business world, the power of AI cannot be underestimated. Specifically talking about Sales GPT and Service GPT, both tools have the power to boost teams’ productivity and reflect the best results on the business. 

Studies have shown that over 60% of service and sales representatives believe that using generative AI could be an effective way to reach customer satisfaction. Let’s understand this closely by learning about different ways both Sales GPT and Service GPT could help businesses. Hire Salesforce experts, and you can see the real difference these platforms can make.

Sales GPT

Sales reps in any company have to focus on meeting quota faster. It can even mean moving out of the Salesforce org to research or communicate with the prospects. That’s where they need to spend a lot of time looking for relevant information, which might be stored in different corners of the CRM. That’s where Sales GPT is the platform that comes to the rescue to bring all the scattered information together.

Sales GPT is the Salesforce product to help sellers work with trusted generative AI to sell efficiently. It will help them to leverage real-time data and transform operations to sell smarter and faster. 

Here are some of the most promising features of Sales GPT:

– Sales Emails: This feature will help the sales team to auto-generate data-informed emails that will be personalized for every customer. This will help in focusing on each customer interaction, improving engagement while saving time for sales reps. 

– Sales Assistant: This feature will help to summarize each and every step involved in the sales cycle. The Sales Assistant will help in all aspects, whether it is about researching accounts or drafting contract clauses. You can hire Salesforce programmers to leverage this feature right.

– Call Summaries: With the help of the Call Summaries feature, sales reps become free from manual note-taking processes and get the calls automatically transcribed and summarized. It also provides reps with some follow-up actions, which helps in improving the seller productivity. 

Service GPT

It’s common to find customer service reps on their toes, whether it is for conducting a smooth conversation with the customer or ensuring faster case resolution. But to make that happen, the key is to have quick access to customer data and records related to previous engagements. That’s where Service GPT comes to the rescue.

With the help of Service GPT, organizations have now become empowered to access generative AI and use real-time data to improve service operations and customer experiences. This Salesforce product is proving to be helpful for contact centers and service reps to improve operations while minimizing expenses. 

Here are some of the most promising features of Service GPT, which you can leverage by hiring dedicated Salesforce developers:

– Service Replies: The feature will help companies automatically generate personalized responses for customers. These responses would be backed by accurate and relevant real-time data, which will enable service agents to solve customers’ complaints and queries faster. 

– Knowledge Articles: These are the updated and auto-generated articles based on the real-time information saved and managed by the team. This involves keeping the institutional knowledge of the company updated on the basis of ongoing customer engagement and interactions. 

– Work Summaries: This feature will help teams to create wrap-up summaries. These summaries would be related to customer engagements and service cases based on customer history and case data that have been attended by service reps. All these summaries help agents with other cases, enabling them to provide quicker solutions to customers. Hire a Salesforce certified developer and get the needed help to understand and work with this feature. 

– Mobile Work Briefings: Service GPT can even be helpful for field service operations. With the help of Mobile Work Briefings, you can get your field service teams to prep up for appointments. The feature will provide the teams with summarized critical information that will include everything they need to know before arriving on the site. Teams with all information handy would be able to work more efficiently on the field.

As per all the announcements in Dreamforce, Salesforce is becoming all about AI now; you need to step up, too. The idea is to maximize the usage of Salesforce so that you can actually use it to its full potential. 360 Degree Cloud is where you can hire Salesforce programmers who have already tried their hand at AI Cloud and Data Cloud and have been leveraging its power for different aspects. 

If you’re someone who is still using the basic Salesforce features or utilizing it just as a database, you are missing out on its real power and the transformation it can bring to your business. The best way is to hire a Salesforce certified developer, someone who is completely aware of everything new in Salesforce and help you access the power of it.

Not just that, we’ll help you get going with everything that’s new in Salesforce in a way that will benefit your business and reflect in your ROI. We’re sure that’s the kind of results you want. Contact us, and let’s start working in this new world of AI. 

Key Steps to Plan and Manage an Event with Salesforce Event Management

Posted on by Editorial Team

Salesforce have been helping businesses in every way possible and becoming the central command center. You are always discovering what more the platform can do, from keeping track of your data to streamlining communication and providing crucial analytics and reports. But we will tell you something you didn’t know Salesforce could do. It can manage events for you and ensure that they are successful. Salesforce event management is rather undiscovered for businesses, but it is something that has the potential to streamline all you need for a successful event.

In this blog, we’ll guide you through the steps that will enable you to efficiently work on planning your events and get amazing participation and the best results from them.

How to Plan Events with Salesforce Event Management

Planning an event can be tricky and exhausting, but with Salesforce, you can cut down the complexity and plan your next events efficiently. So, we’ve mentioned some steps here through which you can plan your event with Salesforce and make it a successful one. 

360degreecloud

1. Use the Right Salesforce Event Management App

To make it all efficient, having the right application is necessary. You can use a standard natively developed Salesforce app from Salesforce AppExchange here to keep all your data in one place, and if you have ever planned an event, you know how important that can be.

You can also reach out to Salesforce development services for Salesforce custom app development. These custom apps are made from the ground up to keep your specific needs in mind and can be integrated with your Salesforce. 

2. Conduct Segmentation of Salesforce Data

With the segmentation of your Salesforce data, you can use strategies tailored for engaging your audience. With segmentation, you can find any data you need. But when we are talking about Salesforce for event management, a few key segmentations stand out:

– Ticket Pricing: Creating an effective ticket pricing strategy ensures people attend your event. 

– Data segmentation: Segmenting your Salesforce data will allow you to understand the general ticket price. 

– Guest List: You would like to target guests who are most likely to attend your event, and for this, you can use your Salesforce data to create a targeted list of guests.

– Targeted Messaging: By analyzing your Salesforce data, you can send targeted messages to your guests on their preferred platform. 

3. Custom Pricing Levels 

Your event wouldn’t have one, just one standard price for all tickets. You would likely want to divide them among categories such as general tickets or VIP tickets. But how can Salesforce help you do this efficiently? This is exactly where Salesforce customization services come into play. 

By using the Salesforce custom app development services, you can get the perfect app you need. Using the app, you can see all your data on your guests. Using this data and analyzing it against your budget, you all get an exact idea of what the general admission tickets should cost and what the piercing for the VIP tickets should be.

4. Set up a Microsite for your Event

Only setting up the event won’t be enough. You need to be sure that those seats are booked and that people attend the event. That’s where you need to work on your promotional strategies. While you work on your multi-channel marketing strategies, you also need to get a microsite built for the registration purpose for the event. 

Having a well-designed microsite will enable your guests to browse through everything they need to know and register for the event.

5. Manage Event Logistics

Managing logistics has been historically one of the most difficult things to manage for an event, but it plays a crucial part in deciding the success of your event. But when you get a custom app, you can make the entire process of managing logistics a seamless process. 

You can use the  Salesforce custom app to keep track of every important logistic activity. You can choose and track the venue for the event. Pick a location that can be easily accessible for your guests and can accommodate them.

6. Register 

To ensure you get the maximum number of guests at the event, the first step is to enable a seamless registration process. Online registration is the most efficient to achieve this. It offers your guests the ease of registering from anywhere. 

Your  Salesforce custom app will track those who have requested online, those who have registered on-site, and when all your tickets are sold out. This will help you keep track of your registration process more efficiently.

7. Compile Event Reports

Salesforce event management will not only make your current event a successful one but also help you prepare for the next one. You can easily do this by using reporting tools. These tools will help you analyze everything about your event.

 You can start off by creating a report of registration and guest attendance; it helps you recognize what tickets sold the most, how many guests attended, and what was the peak registration time period.

Reports also help you determine the commercial success of your event; you can analyze how much you profited from your business and analyze it against your budget. It helps you calculate your ROI more efficiently.

How 360 Degree Cloud Helped an NPO Plan a Successful Event

We had to help an NPO plan a fundraising event. They needed Salesforce customization services that would help them streamline their entire event management process. We got to work; we had experienced professionals who had experience in Salesforce custom application development that helped manage events.

Our experienced professionals got to work and created a Salesforce custom app. This app helped them create a custom list of guests they wanted to invite to the event.  After this, we helped them segment their audience based on which messages they have engaged with the most. Helping them create custom messages to target their audience using Salesforce data. 

The next step was to help them use their Salesforce data to create an effective pricing strategy. We helped them set an ideal price that would help them generate a profit from the event itself. Using the data, the NGO was able to pick a location that was well-suited for their target guests, and this was done using the addresses they had on record for all their attendees.

Lastly, we supported them in creating reports that helped them gauge the success of their event. The result was not only did everything go as planned with the help of their Salesforce custom app, but the event had 34% more attendees than they initially calculated and 37% more donations than expected. Contact us if you want similar incredible results for your business, too.

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