Customer and employee form the core of any business organization. An impeccable customer service forms the base for long-lasting customer delight, and employees too experience satisfaction and growth in the process. Technology such as CRM and cloud could go a long way in taking care of the repetitive process and data entry part, so that you as a customer service enabler can focus on what matters the most – empathetic and precise service to your customer.

Salesforce Service Cloud has been an integral part of the classic Salesforce CRM package, and with Service Cloud for Lightning Experience out in the market too, you have every reason to wow your customer and your employees too. We take a look at how you can optimize customer experiences with Salesforce Service Cloud, and that how you can bring them delight as a pinnacle of customer satisfaction.

Service Cloud is a customer service and support application. Irrespective of how your customers reach your service team (email, phone, social media, online community or real-time web chat), the cloud helps you keep your customers happy and employees engaged. The channels mentioned above allow your customer to reach out to your service and support team through their preferred communication tool. In order to achieve this omni-channel functionality in an effective manner, it becomes important that your service team is comfortable working with multiple channels on a simultaneous basis. Also, service cloud integrates all these channels in to an easy-to-use help desk called the console that can be customized according to your organization’s specific service and support processes.

For both your customers as well as support agents, it makes sense to expedite your service processes with the click of a few buttons, so you can opt when customers get responses, when service requests ought to escalate and when support agents need to be attached to particular customers or tasks. Service Cloud also allows you to build a knowledge base of best service and support practices, so that customers can even solve their own problems themselves. Moving ahead, case management is a primary feature of service cloud that lets you track and prioritize customer issues, complaints, problems, comments and questions and resolve them quickly. Doing so helps you build customer loyalty, referral, recommendation and repeat purchase and minimize the risk of losing your customers or tarnishing your brand. Both your product and the associated service and support need to be top-notch in order for you to ensure the same.

Cases are multi-reference records in Salesforce that not just track your progress of resolution of customer issues, but also exhibit a panoramic view of the customer and the service team working for them. This unified set of data and information comprises of fields such as account, contact, history, product, calls made and so on. Effectively, any service agent of yours can jump in at any time to help your customer. You can customise these cases to fit your business specifics. You can add unique case fields, modify page layouts to alter how cases look and also define case record types to define nature of information required to be entered in a particular service process. Cases offer amazing collaboration capabilities; they are not just related to customer accounts and contacts, but can also be customized according to your organization’s specific case resolution policies and standards.

Next, there are case teams in service cloud. They are pre-defined groups of people who would work together in their respective roles to solve and close a case. Examples of such roles are support agent, product manager, service lead, quality analyst and so on. Service Cloud has features to trigger actions and workflows in an automated manner, and assigns cases to the right people without overwhelming any particular support agent. Thus, case management and service cloud take care of the administrative tasks while you focus on delivering superior service to your customer. Detailed tasks to make your Salesforce Service Cloud functional include automating your case management system, creating and integrating multiple communication and service channels for customers and configuring a Salesforce service console.

It is thus evident that service cloud lets you focus on what matters the most as far as your customers and employees are concerned, with the cloud automating and taking care of everything else. Salesforce.com is a premier CRM solutions provider that offers Service Cloud as one of its classic cloud offerings. With Salesforce, you are bound to bring wow to your customer every single time.

ABSYZ is a trend-setting Salesforce partner that has fetched requisite results for myriad businesses and customers as far as their expectations from the Service Cloud are concerned. The multi-pronged consulting, implementation and support approach that ABSYZ follows with its clients lets them derive maximized value out of their investment in technology.

To know more about how ABSYZ can help you leverage the power of Service Cloud in an end-to-end manner, contact us.

The global financial services industry covers a gamut of verticals, including banking, investment banking, insurance and wealth management to name a few. No wonder, all of these verticals need to be professionally managed in order to make them profitable and growing. A good financial services CRM won’t just streamline and automate these processes, but also add value to the existing client portfolio in myriad ways. Salesforce Financial Services Cloud is one such CRM package that brings standardization and customer satisfaction to the world of financial services.

Integrable with the core Salesforce cloud CRM, the financial services cloud lets you leverage the power of data, intelligence and apps to derive maximized benefit for your financial services portfolio. Whether it is accounting or credit risk management, financial services cloud covers it all for you under a single umbrella and single subscription. We take a look at how the Salesforce Financial Services Cloud comprises of a vast architecture of financial management along with the accompanying smart algorithms and intelligence, and that how it can add value to your existing portfolio.

The modus operandi of the financial services cloud is as follows.

1. Data: This layer of the cloud introduces you to the world of virtually endless yet manageable financial numbers. Having features such as multitenant architecture, data services, API services and customer data, the data layer lets you store and manage all your numbers with ease, whether related to securities, commodities, forex, derivatives, options, accounts, insurance or for that matter anything else within the gamut of financial services.
2. Intelligence: While the data layer lets you store and retrieve your data in a secure manner, the intelligence layer allows you to manage that data and work on it with ease, so that you get relevant analytics and business insights out of it, that, in turn, help you make smarter business decisions. Einstein Analytics intelligence, as it is called, learns from all the information stored and processed in the platform’s data layer. You leverage upon an advanced set of data filters, algorithms, reports and dashboards to get the very information you want, so you can continue to focus on your core business.
3. Apps: Existing applications make your business more successful, and your advisors and personal bankers more productive. They help break down company silos and improve the customer experience. Apps, whether core or added on, allow you to leverage upon the power, the scalability and the security of the cloud, while also allowing you carry out the specific app function in a lucid manner. Think of apps as function-specific or vertical-specific; in case you have a diverse financial services portfolio comprising of bank accounts, credit, insurance, securities and property, there can multiple apps, one each dedicated for the individual elements of your portfolio. And then there can be an umbrella app showing you combined analyses and results on a real-time basis.

Financial Services Cloud is an integrated platform designed and deployed to drive stronger client relationships through its targeted set of interventions and management frameworks in the financial services space. Powered by features such as Lightning and Einstein, financial services cloud makes it easy for consultants and advisors to deliver a concierge level of service with the personalized, pro-active advice clients expect. With an enhanced set of engagement and productivity features, advisors can spend less time gathering client data and information, and focus on providing holistic, goal-based professional advice that puts their clients at the centre of everything they do.

The cloud creates a seamless, unified experience to promote more personal client engagements in the sensitive financial services industry vertical. With a unique client data model at the centre, you have access to all the requisite client information and deliver superior service with portfolio rebalancing, custodian data services and asset aggregation across all accounts. You also get ongoing access to new features, integrations, upgradations and enhancements designed to grow your and your clients’ business faster.

The benefits of financial services cloud are as follows.

1. Systematized financial portfolio management: The cloud gives you both a bird eye’s view and an intricate level detail of each customer activity and related data point on a simultaneous basis. Same holds true for your internal activities associated with the portfolio. Effectively, you extend a systematized portfolio management service to your clients.
2. Meticulous, timely and accurate advisory: You leverage upon the intelligence of the financial services cloud to offer accurate advisory to your client with immaculate timing. Be it bank account management, stock to invest in, property to sell or insurance to buy, your precise consultation covers it all.
3. Value-based asset management: A financial services portfolio is ultimately a strategic collection of diversified assets. The cloud not just helps you in determining the proportion in which each of your client assets should exist, but also lets you derive maximized value out of each asset for your client.
4. Risk mitigation and wealth maximization: Each financial and investment transaction carries an inherent element of internal and external risk associated with it. Once you’ve taken care of the risk part through data driven timely interventions, your next imperative is to maximize the wealth that your client holds. Again, Salesforce Financial Services Cloud helps you do that for your client through your insightful advice topped up with tactical tips from time to time.

All in all, Salesforce Financial Services Cloud is a must-have CRM solution for all financial and investment advisors. Salesforce.com being a world’s leading CRM platform, this cloud solution is bound to amaze you and your clients with its bouquet of innovative and pragmatic features.

ABSYZ is a leading Salesforce consulting and implementation partner that has extensive experience of dealing with financial services cloud across its clientele. Our time-tested approach to cloud consulting has worked wonders to our finance clients.

On-field service makes for a big chunk of the customer service function of any business. Field Service Lightning (FSL) is a part of the Salesforce Service Cloud that helps companies deliver excellence and value to their customers. The best part about FSL is that you can get a custom design and implementation of it, basis the specific SLAs signed with your customers.

Comprising of features and functionalities that cut across industries and verticals in the application, FSL is a fast-emerging cloud application by Salesforce.com that has found immense endorsement in the global corporate in a little span of time. We take a look at what FSL is, and that how it can let your customer service function and field service sub-function shine amidst fast-rising customer expectations and fast-evolving customer preferences.

Field Service Lightning allows your field service enablers and customer service stakeholders to work at a lightning speed while maintaining service quality, and in some cases, even improving it. Comprising of administrators, call agents, dispatchers and field personnel as the 4 key executioners, FSL has 3 parts – the core FSL component, the FSL add-on managed package, and the FSL mobile app. We take a look at the roles of all the 4 functionaries, as well as the detailed manner in which the 3 FSL components let you move quicker and steadier towards customer success.

1. The FSL Administrator: The Salesforce administrator takes care of the upkeep of the FSL set-up and manages functional aspects such as call scheduling, visit scheduling, customer preferences, and work logs and inventory reports to name a few. She or he ensures that the FSL mechanism is always working as expected and there are no bottlenecks created as a result of either functional or technical errors.
2. The Call Agent: The Call agent is the first point of contact with the end-customer, and also co-ordinates with the dispatcher and the mobile workers, so as the customer requirements are met in a lucid manner through timely field visits by mobile personnel and proper technical work or delivery of products being done. The call agent is also the point of contact for the customer to reach out.
3. The Dispatcher: The dispatcher deals with the physical flow of various inventory and deals in online inventory management. She or he also co-ordinates with the call agent to assess required inventory movement and help schedule the ensuing mobile agent visits too. The dispatcher also provides relevant inventory and other resources to the mobile workers for their scheduled visits and maintains a log of inventory and personnel usage at his / her end.
4. The Mobile Worker: The mobile agent is the front-face of your field service business with the customer. She or he is the one who performs delivery of products to the customer, deals in returns/refunds as well as performs repair and/or maintenance work. The mobile worker is technically as well as practically skilled to execute and manage the actual physical task in an independent manner. She or he extensively uses the Salesforce mobile app to perform the FSL-based customer service.

Now, we come to the 3 parts of the FSL cloud package.

1. The Core FSL Component: The core FSL lets you set operating hours, skill sets, and standard appointment requirements. It enables the Salesforce app to provide mobile access to your mobile agents and lets you track inventory and van stock on a real-time basis. It also facilitates reports and analysis of field service data, and plans performs and tracks all your field service work.
2. The FSL Managed Package: The managed package optimizes your operational and work schedules, and gives you a bird eye’s view of appointment lists, scheduling actions, resource availability charts and interactive maps. It lets you integrate and maintain scheduling, global actions, sharing tools and optimization rules.
3. The FSL Mobile App: The mobile app is available on the app stores, including Google Play, for free. Mobile workers / agents can view their appointment and work schedules using this app, and use the real-time data to verify work orders, customer contacts and addresses. They can log work and create follow-up appointments, and use Chatter to collaborate with relevant others. They can also track updates through push notifications, and track van stock and inventory consumed to finish their jobs.

Coming to how FSL lets you create customer success; it imparts a much-needed structure and flows to your field service and customer service operations. It also lets you minimize inter-functional conflicts and delight your customer with your first-time-right work approach. FSL also helps you minimize idle time and optimize inventory availability. Finally, FSL imparts the much-needed agility, quality and innovation to your field service and customer service operations.

To sum up, FSL is indeed a must-have cloud package for all service-oriented businesses irrespective of industry or geography. Salesforce.com is a premier cloud-based CRM package provider that has established its reputation over the past many years as a reliable customer service facilitator with its Service Cloud and FSL package offerings.

ABSYZ is a marquee Salesforce technology consulting and implementation partner that has extensive experience in installing FSL for client businesses across industries and geographies. It has helped businesses leverage FSL to increase customer satisfaction and maximize business ROI.

To know more about how ABSYZ can help deliver customer success to your organization through FSL, contact us.

Customer forms the focal point of business operations along with employees. And technology is an indispensable medium for you to serve your customers and for them to serve their clients. With so many disparate data and information systems across businesses today, a 360-degree view of the customer becomes an imperative for both you and your employees. Every business has one or the other CRM-on-cloud or data system implemented. Though the brand may differ, but everyone feels the need to have a unified view of their customers.

Salesforce Customer 360 is a premier cloud platform for businesses to enjoy a centralized view of their clients’ data and information. Whether it’s your sales team, service personnel, marketing group or any other dedicated business unit, all of them need access to customer’s information while working on their respective clouds. You need to have a CRM-on-cloud consultant who’d advise you on how Customer 360 can fit into your scheme of things in a customized manner, so you can benefit the most out of it. Having disparate data systems is one thing and having then inter-connected is entirely another. We take a look at how Salesforce Customer 360 is not just another cloud that connects your disparate set of systems, but also makes visible impact on your business numbers while saving you time, money and effort and rendering higher quality, innovation and agility.

Customer 360 is a cloud that cuts across all other clouds so that your business may retain customer-centricity in all your operations. Moreover, employee experience also gets enhanced as a result of work satisfaction achieved when their customers stay delighted. Salesforce features such as Lightning and Einstein are focal to the concept of Customer 360 platform. Lightning imparts agility to customer-centric activities throughout your organization while Einstein lets you stay on top of your customer data and other information courtesy cutting edge analytics and the ensuing insights.

Take sales cloud and marketing cloud, for example. Both these clouds are customer-facing in nature and need you to stay on top of customer expectations and preferences. After all, customers would go to that service provider who provides the best customer experience. For you to become that very service provider on a consistent basis, you would need to display business maturity by going beyond the obvious and empathizing with the customer in ways that others can’t even think of. For this to happen, you would need to build a good level of business wisdom by staying grounded in your position with respect to the customer. Both sales and marketing clouds rely much on the funnel model to capture, nurture and convert the leads. However, customer relationships are what determine the future of your business in the long run.

Customer 360 allows you to build and develop these very customer relationships through its exquisite set of inter-connection and application features. Whenever you access your Salesforce CRM Cloud on a device, the first person that should come to your mind is your customer and not your leader, your team or you yourself. Yes, both customer and employee are important in their own ways and these significances supplement and complement each other; they never conflict or clash. This also means that customer versus employee is never a reality; you don’t really have to make a choice at all. Customer and employee can very well co-exist with the Customer 360 scheme of things. It also means that happy customer means happy employee and vice versa too.

Without going too much in to the technical aspects of Customer 360, it’s worth stating that this cloud lets you derive the maximum out of all other clouds. All in all, Customer 360 is not just a customer success platform but a way of business and a way of celebrating your relationships with your customers. Salesforce.com is a premier CRM-on-cloud solutions provider that has established its reputation over the past many years as a reliable operations streamlining and automation enabler. Customer 360 is the very brainchild of Salesforce that continues to wow organizations and their clientele across industries.

ABSYZ is a trusted Salesforce partner that has supported myriad businesses with its CRM-on-cloud solutions implementation and the inherent consulting therein. ABSYZ has this USP of sticking long with its clientele to ensure that the benefits of cloud implementation become permanent for them and their customers. 

In case you would like to learn more about the ABSYZ approach to Salesforce Customer 360 and reap gains out of it in the long run, contact us.

Commerce entails both online and offline shopping, and covers both B2B and B2C aspects. Irrespective of the format, customers expect a delightful or at least a satisfactory experience when they set out to shop. Be it e-commerce or retail or a combination, be it a purchase of a shaving razor by a consumer or a bulk purchase of lathe machines by a manufacturer, a good commerce cloud would cover it all for you depending on your business model and organizational requirement.

Salesforce Commerce Cloud offers a slew of enviable streamlining features that makes the commerce experience blissful for your customers as well as employees. While your customers stand wowed with out-of-the-world features such as endless aisle, your employees feel motivated and engaged through use of powerful tools such as Einstein AI to understand the customers better. We take a look at how commerce cloud makes shopping not just a survey and a transaction, but an entire experience for your customers and your business stands benefited both in terms of top-line and bottom-line numbers.

When a customer enters your brick-and-mortar retail store or visits your e-commerce website / app, she or he is precisely looking for what she / he wants. The interesting part is – the customer may not end up buying even though you have that product or may end up buying something even though you may not have the product he / she was looking for in the first place. The point is, customer has always been the king and switching over to a competitor doesn’t take much of an effort. Even if you are selling something in monopoly, you still can’t afford to displease the customer. You never can; the truth is as simple as that.

As such, adoption of commerce cloud offered by Salesforce is the first and the foremost step you can take to begin wowing your customers. When customer preferences and expectations are virtually limitless and you end up displeasing even a single customer in such a scenario, to call spade a spade, your business is doing nothing but digging its own grave. Of course, you would never like that to happen and need to ensure not even a single employee of yours misbehaves with or displeases any customer. Offer them e-commerce for convenience and comfort; offer them retail for experience; get commerce cloud to establish a strong and long-lasting relationship with your customers and give them an amazing shopping experience every single time.

Commerce doesn’t just involve the product catalogues and SKUs on display and the associated transactions made by the customer; more importantly, it involves another golden opportunity associated with every customer visit to delight him / her with your product quality and service excellence. Once you learn to do this every single time, your customers feel encouraged for repeat visits, repeat purchase, retention, referrals and recommendations. Delighted customers leave you healthy testimonials that you can proudly showcase to the larger world as one of your golden business achievements. Commerce Cloud would give your employees the right set of tools and features to ensure the right step is taken at the right time and in the right manner.

Commerce Cloud connects all your localized marketplaces to a centralized hub and lets your disparate business functions work together in a co-ordinated, collaborative and unified manner. The CRM solution works equally well for both B2B and B2C set-ups, and lets you manage the variations of volumes, scale and timelines in a smart and effective manner. The cloud imparts agility to your business and takes care of all the repetitive and mundane activities, so your business can focus on serving the customers and innovating to serve them even better. Effectively, commerce cloud is your go-to solution as far as your need to streamline, automate and improve your commerce function is concerned.

All in all, commerce cloud is an answer to all the challenges that your commerce function faces, as also all the opportunities that it can leverage upon. Salesforce.com is a premier CRM-on-cloud solutions provider that has established its reputation over the past many years as a reliable customer service facilitator with its versatile set of cloud offerings. The commerce cloud solution of Salesforce is one amongst them.

ABSYZ is a trusted Salesforce consulting and implementation partner that has extensive experience in streamlining the customer-facing and customer-dealing functions of business organizations across the globe. We also hold expertise in enabling commerce cloud for your business and ensuring its adoption across your people. 

To learn more about ABSYZ can make your commerce function investment a value-for-money one, contact us.

Customer Service is as important a part of business and customer journey as Sales and Marketing are. To ensure a wholesome customer experience, she or he needs to be served end-to-end. Only then can customer delight manifest as a hallmark of your business and to the envy of your competitors. Also, your service team comprises of a sizable portion of your employee base and must be engaged and incentivized in order to deliver excellent service to the customers, and achieve work satisfaction themselves.

Your field service operations are critical to the health of your overall customer service function, and employee stakeholders such as dispatchers, agents and mobile workers need to be empowered to raise the bar of their respective processes. Salesforce presents Field Service Lightning (FSL) as a CRM-on-cloud dedicated to the cause of imparting agility and efficiency to your field service operations. And we all know that with agility and productivity come a higher level of service and product quality. We take a look at how FSL equips you and your field service team towards delivering service excellence and thus ensuring customer success.

To begin with, FSL lets you deliver fast and intelligent field service as your entire service workforce gets connected on a single unified platform. Your mobile workers get their work done first time right as a result, and with AI-powered scheduling and resource optimization, job scheduling, van inventory, knowledge base and more, you get real-time access to what you and your customers want with or without internet. You can quickly create work orders from anywhere with FSL, and track SLA compliance with pre-defined milestones. Work orders are integrated with all customer-related objects including accounts, contacts, cases etc.

With FSL, you can optimize work schedules and assign jobs in an intelligent manner. Your customers can book service appointments from the console or the community in an instant manner, and with smart scheduling and work / resource allocation on the part of FSL, your customers stand delighted while your employees stay both happy and productive. Same goes for allocation of resources such as inventory, parts, equipment and transport. Effectively, operational bottlenecks are minimized while your systemic agility and service quality gets maximized.

FSL also lets you leverage upon the power of Einstein AI to augment the rate of first-time-right work. The vision feature of Einstein AI lets mobile workers use image recognition to identify the precise product part to be repaired or replaced. The image not just gets you the name of the product part, but also the right set of steps and knowledge / information for technicians to provide faster and smarter service to the customers.

With FSL, you can manage your entire set of work from any mobile device and you don’t even need a constant connection to the internet. The FSL mobile app delivers job schedules, Einstein AI, visibility in to van stock and inventory, knowledge base, and real-time on-the-go opportunity for collaboration, regardless of mobile connectivity. Most promisingly, this mobile app can be customized to feature what exactly your mobile workforce wants.

Last but not the least, FSL lets your entire service team make smarter decisions with the help of associated analytics features. Your managers and dispatchers get easy and real-time visibility in to operational performance and key metrics therein. All in all, Field Service Lightning makes for an indispensable cloud solution for your field service team. Salesforce.com is a proven CRM-on-cloud solutions provider that has established its reputation over the past many years as a reliable customer service facilitator with not just the FSL cloud offering, but also dedicated clouds for all major business functions.

ABSYZ is a trusted Salesforce partner that has extensive experience in consulting, implementation and support of FSL and many other Salesforce clouds for businesses across industries. 

 

To learn more about how ABSYZ can help your field service teams make the most out of FSL, contact us.

According to many business moguls, marketing is business. It allows you to reach out to your target audience and potential customers and connect with them and engage them in a mutually meaningful manner. B2B marketing pertains to one business marketing to many others, and entails a variety of niche marketing strategies and tactics to engage your prospective clientele.

B2B marketing automation and lead nurturing is best taken care of by those who have extensive experience in these niche fields. Salesforce Pardot is a proven CRM-on-cloud application that lets businesses manage and expand their existing market and the share therein using its time-tested management strategies. There is no question on the need for B2B marketing automation and lead nurturing systems, and we take a look at how Pardot, a marketing cloud feature of Salesforce, allows you to do so in a smart and meaningful manner.

To begin with, Pardot lets you unite your sales function with your marketing one, and do so in a mutually beneficial and informed manner. Pardot gives you a central location to manage your B2B marketing projects and report on their success and improvement areas. With Pardot, you can tailor your prospective client outreach through a customized set of tools and solutions across all your marketing engagement channels. And when a client relationship begins on the right note, it is also bound to grow and sustain well in all likelihood.

1. Lead generation: It is the act of evoking interest in your business product or service using marketing efforts. Pardot lets you expedite the process without compromising on lead quality, thus improving the lead generation rate for your business.
2. Conversion: Any business individual who visits your website or landing page is tracked as a visitor by Pardot, and once they fill the call-to-action form in there, the capture of their contact information leads to conversion of the visitor in to a prospect or a lead.
3. Lead nurturing: This stage of the marketing funnel involves Pardot sending workflow based targeted automated or manual messages at pre-specified intervals of time based on the actions performed by a lead. The nature of these messages is also determined by the leads meeting certain eligibility criteria pre-defined and fed in to Pardot by the business.
4. Lead qualification: Any business typically has thousands or millions of people and organizations interacting with their marketing function. It’s the job of the B2B marketing function to filter quality leads before the sales function sets out to contact them. Akin to finding diamonds in a mine of coal, this filter process is called lead qualification, and Pardot is adept at handling and automating it in a 360-degree manner. The Salesforce cloud either a score or a grade metric to every individual lead for this purpose. A score indicates a numeric value-based interest of the lead in your product or service based on the actions taken by them in hindsight. A grade is represented by alphabetic letters and indicates how your real leads stands vis-a-vis the ideal one defined by you.

Pardot makes for a great fit into your digital transformation suite when your business model is both web and B2B intensive. It allows you to improve the rate of lead generation and also move them quickly through the marketing and the sales pipeline. It engages leads and business buyers on mutually agreeable terms through personalized dynamic campaigns. Pardot fetches you your true marketing ROI as you happen to understand each step of the lead journey from click to close. Silos become the thing of the past with Salesforce Pardot, as customer experience becomes truly unified with it. Also, it lets you make timely data and information-based decisions and strengthens your account-based marketing strategy.

All in all, Pardot cloud imparts greater stability and sturdiness to your B2B marketing efforts and function. You focus on engaging with the true needs of your prospective clients, as Pardot takes care of the repetitive and mundane stuff for you. Salesforce.com is a premier CRM solutions provider on cloud that offers Pardot as a premier B2B marketing automation and lead management solution.

ABSYZ is a trusted Salesforce partner that has helped organizations unlock the power of Pardot in their B2B processes, campaigns and projects. Our prior experience and expertise in dealing with Pardot consulting, implementation and support can work wonders for your B2B marketing function.

To know more about how ABSYZ has made Pardot work well for organizations in the past and how it can replicate the impact for your business too, contact us.

Let’s talk about the B2B sales and marketing funnel, based on which Pardot cloud automates and streamlines the entire process.

Good health is central to human happiness and well-being. A healthy mind nurtures a happy family and a happy family builds a better society. Access to quality healthcare in a timely manner has become important in today’s time. Prompt availability of healthcare services helps everyone promote and maintain good health, and prevent and manage diseases and illnesses in a pro-active manner. Nurses, doctors and other health practitioners are the lifeline of our society, especially given the aftermath of COVID-19. It is important that they must take support of innovative technologies to ensure value-based care. With the help of cloud software, healthcare providers can deliver a seamless patient experience and touch many-a-lives in a positive fashion. 

Salesforce Health Cloud is CRM-on-cloud system that acts as a bridge to connect various health care providers, caregivers, doctors, nurses and insurance coordinators. It enhances the doctor-patient relationship and facilitates record management services. The health cloud aims at keeping all the patient information in one place. It also allows health workers to have a complete view of patient history and provide effective treatments. 

Now, let’s understand how health cloud is a game changer as far as healthcare management is concerned:

1. Complete view of each profile: In health cloud, every individual profile is saved in a systematic manner and includes data and information around communications, demographics, clinical data, membership and claim systems. Doctors are able to monitor cases and prioritize them basis the level of importance and immediate needs of patients. They are able to collaborate across the entire care network. They can also set reminders for patients or members to follow up.
2. Collect information in a compliant manner: Salesforce health cloud collects and analyzes critical product and process information in a compliant manner. The software makes it easy to collect information directly from patients or prior authorization staff for reporting purposes. Additionally, the software is flexible enough to customize guided program enrollment and digital consent management driven by unique business rules. 
3. Quick data access: Health cloud keeps all the records in one spot and allows doctors, nurses, and pharmacists to access relevant data. The entire care team is able to view patient’s history and pursue a coordinated care. Health cloud plays a pivotal role in tracking chronic patients, as they need to visit healthcare professionals regularly. This focused and systematic approach of doctors inspires patients too and allows them to take ownership of health goals and care plans.
4. Offer personalized services to patients: With Salesforce Health Cloud, providers can offer patients, caregivers, and their staff members streamlined, immediate access to key information. This feature gives patients more autonomy over their own healthcare journeys. It helps them realize that medical experts are delivering more personalized and efficient care.
5. Enhance patient satisfaction: Collaboration capabilities of health cloud assign responsibilities and set goals in a clear way. They allow convenient communication that encourages deeper engagement, accountability and stronger relationships with the customers. Doctors can even assign ownership of health goals to any of the family members. Patients get their medicines more efficiently through prior authorizations, patient sign-ups and fulfillment tracking, leading to positive health outcomes. Healthcare teams also benefit through reduced operational costs.
6. Ensure safety of records: Patient information and privacy are important and Salesforce health cloud takes good care of them. It is known for its robust cloud security infrastructure and secure data encryption. Administrators can create different user access levels, making the data even more secure. Doctors can even communicate with their patients through private messages.
7. Bring real time messaging for patients: Salesforce health cloud consists of real time messaging features for care teams, providers and patients. Any patient can directly message a nurse regarding any health issue that she/he is facing. The nurse will be able to access the patient profile and take a 360-degree view of it. Further, she can prescribe the treatment there and then, or ask him/her to walk in in case the problem looks severe. This way, patients can receive recommendations in just a click, saving time and effort for both you and them.
8. Decreased cost: Health cloud for healthcare management is fast and agile to retrieve any information, saving time that you can devote on your patients instead. It doesn’t give any room to service interruption. Healthcare institutions don’t face any investment-related issues, or issues related to hardware infrastructure and maintenance, because these concerns are automatically taken care of by the cloud.

Salesforce health cloud is a fresh breeze for hospitals and healthcare service providers. It has brought revolution into the way health institutions deliver care and manage patients. It integrates the patient data and lets them manage their own healthcare, thus empowering both medical practitioners and patients. Embrace health cloud and uncover new opportunities to devise the perfect integration strategy and approach in the area of healthcare management. Salesforce.com is a leading customer relationship management solution provider that brings companies and customers together. It’s one integrated CRM platform that gives all your business functions – including marketing, sales, commerce, IT, service and more – a single, shared view of every customer. 

ABSYZ is a premier Salesforce consulting, implementation and support partner that has helped myriad businesses leverage the power of CRM-on-cloud. Our track record in handling health cloud implementations and the consulting and support therein speaks volumes about our expertise in the area.

In today’s times that demand visibility in addition to mettle, marketing forms an integral function of any organization. Marketing caters to the positioning of your brand, helps push sales, augments customer engagement and finally, grows your business. In today’s world, technology for business is no longer a differentiating factor but a hygiene one. As such, it has become important for businesses to streamline their marketing function, among other things.

Salesforce offers marketing cloud to help businesses such as yours create a seamless experience for customers across every touch-point. Salesforce Marketing Cloud is a customer relationship management platform for marketers. It allows them to create and manage marketing relationships with customers. We take a look at why and how marketing cloud fits into your overall business and marketing strategy.

1. Listen to your customers: Salesforce Marketing Cloud focuses on guiding individual customer journeys, instead of market segments. The software develops a deep insight into how customers are behaving. The software also helps the marketers learn what targets have already been achieved or will likely be achieved in the future. Further, marketing teams can use the cloud to develop and deliver personalized customer interactions.
2. Define customers’ experiences: Marketing Cloud has powerful features to assess customer’s behavioral history and predict future actions. Based on the information, this software can deliver a customized journey of any prospective customer. The cloud analyses what the customer has done in the past, and what would be his/her next plan of action. Such information guides the marketers on the right way. They drive the customer experience as per preferences, and thus enjoy a greater response rate.
3. Construct messages basis customer’s preferences: Marketing Cloud has the capability to construct messages based on the gestures of audiences. The software helps write the content in a way that brings high customer satisfaction level. For example, if a customer is not happy with the customer service, then he/she won’t open emails related to renewal offers. In such cases, the cloud suggests the best strategies to follow up with the customers. Basis customers’ sentiments and preferences, one can determine how to proceed with the specific customer’s journey.
4. Engage audience across touch-points: Marketing Cloud has a specialty to deal with customer touch points. It allows marketers to leverage a 360-degree view of each and every customer. The cloud allows gives you the right tactics to connect the dots across important customer touch points, so that you can become a customer-driven marketer. It never keeps you in the dark and shows you a clear picture of what is working and what isn’t. You get to know about your customers with clear visualization.
5. Use the customization feature: With Salesforce marketing cloud, businesses can use interactive media for producing relevant and effective advertisements while targeting a customer. It includes the usage of social media websites like Facebook, Instagram and Twitter for customizing the pages. This feature also helps you send information to the public or fans regarding your brands. When marketers deploy cloud marketing via CRM platform, the information from third party data sources also gets combined, including surveys and emails to visualize customer experiences.
6. Ensure timing: As a marketer, you would agree on how timing is a vital pre-requisite for targeting any audience. Traditional advertising modes like posters, billboards and pamphlets have limited time to influence customers. However, marketing cloud plays a profound role in producing instant advertisements. Also, the advertisements can be easily modified with customized content and graphics. Further, the advertisements can be effortlessly removed whenever the advertising season gets over.
7. Create targeted calls-to-action: Marketing cloud helps send calls-to-action to every customer, basis their profile behaviors, attributes as well as interests. Plus, it also helps you send these calls-to-action via the right channel, be it mobile, email or social media platforms. This step allows marketers to reach their audience well and resonate with them in the most optimal fashion.
8. Manage data analytics: With marketing cloud, your IT department doesn’t need to worry about arranging additional servers for hosting the company’s data. Data analytics feature makes the marketing process more efficient and organized. Whatever marketers want to know about the customers and their marketing campaigns, the platform facilitates the same live on the web anytime, anywhere.

All in all, Salesforce Marketing Cloud is a solution facilitating the build-up of a healthy and strong relationship between you and your customers. This cloud is much about spreading happiness through connectivity and spreading jubilance among your audience. Salesforce.com is a leading customer relationship management solution provider that brings companies and customers together. It’s one integrated CRM platform that gives all your departments – including marketing, sales, commerce, IT, service and more – a single, shared view of every customer.

ABSYZ is a leading Salesforce consulting, implementation and support partner that has helped myriad businesses leverage the power of technology, CRM and cloud to meet their business ends. Our prior experience and expertise in enabling Marketing Cloud for our clientele speaks volumes about how they have benefited from our implementations.

In case you’d like to know more about how ABSYZ can help you streamline and automate your marketing function with Marketing Cloud, contact us.

The sales function of any business drives its revenue generation and customer relationships. With sales, a business forms its front face to the customers. Sales Cloud is an integral part of the CRM system that Salesforce offers, and is created especially for Sales personnel. Being the most popular Salesforce product, many people say Salesforce when they really mean Sales Cloud.

CRM is a system to keep your customer information in one place and manage it from there. With the full customer history right in front of you, you find all the tools and methods to keep your customers happy. Salesforce is the first company that took CRM to cloud, enabling a real-time access for companies to all their customer information, anytime and from anywhere in the world. We take a look at what Sales Cloud is, and that how it helps your organization drive sales in an optimal manner.

Here is how you can grow your business with Sales Cloud.

1. Prioritize and route leads automatically: A business can either begin business with large accounts, or they can approach hot leads first. The problem with keeping large accounts is that your hot leads might flow to your competitor instead of you. Sales Cloud lets you take care of the problem by letting you take care of all your leads on an urgency basis and in a practical and scientific manner. The cloud suggests smart ways to rank leads and routes them to the best-fit rep for a healthier pipeline and optimal bookings.
2. Manage your pipeline end to end: As a sales leader for your organization, a healthy pipeline is what you often keep scouting for. You ensure that your reps feel accountable for their respective selling activities and work with a sense of responsibility and ownership. Sales Cloud lets you record the status of each account and updates your sales pipeline not just daily, but with the click of refresh button as and when you want. From every call made to the customer to every email sent and every visit made, Salesforce Sales Cloud makes them more visible and easier to manage.
3. Hike up your team productivity: Given that everyone gets exactly 24 hours in a day, you need to take all forms of guess work out of your sales cycle, and equip your sales people to focus on real selling and establishing relationship with the customer instead of staying stuck in the administrative tasks associated along with. Sales Cloud takes busy work and data entry off your plate and lets your team focus on real selling, always. Finally, it allows the sales people to do things right the first time and build a culture out of it instead of making avoidable errors and mistakes and learning from them and correcting them in hindsight.
4. Forget the knack of forgetfulness: Salesforce Sales Cloud lets you all remember key activities at all time; it makes priorities impossible to forget for your team with all the requisite data and information updated and structured on a real-time basis. Also, your product is always attached to the individual deals based on what exactly your sales reps are selling to the customer. Effectively, an integrated business platform lets your organization manage your pipeline in a lucid manner before, during and after sales.
5. Salesforce mobile app on the go: Mobile phone is today a constant companion of most people. Once you’ve enabled the Salesforce mobile app available free on Apple app store and Google Play with your Salesforce license, you save oodles of time for yourself and your business as you leverage upon the rich set of Salesforce and Sales Cloud features available on the smartphone app. You can even take it a step further and automate data entry activities including email logging, calendar events and more.

Sales Cloud lets you measure what matters to you in sales, so you can manage it better, be it client visit practices or services associated with the products sold. With a real-time visibility of your sales and sales team performance, you as a sales leader are all set to optimize your sales processes and results. With live reports and dashboards covering all aspects of sales at your perusal, you can visualize and assess both strong aspects and improvement areas of your sales operations.

Think of this scenario – a key sales rep in your team managing some important customer accounts has left for a competitor organization. Sales Cloud would let your other team members be proactive and one of them would end up taking ownership of those accounts without losing time. And coming to sales planning and number forecasting, Sales Cloud is once again the answer. Keep your forecasts accurate and updated with well-defined sales stages and key sales metrics and attributes. You need not generate or enter data manually at all, as the cloud does it for you in a matter of few clicks and in a smart and automated manner.

All in all, Salesforce Sales Cloud lets you modernize your sales processes and increases your sales, brining good impact to your top-line numbers. Salesforce.com is a leading CRM solution provider worldwide and Sales Cloud is one of its oldest and most premier offerings.

ABSYZ is a premium Salesforce CRM consulting and implementation partner that has extensive experience in managing Sales Cloud for its clients end to end. Our cloud interventions have revolutionized client sales processes, so they can focus on selling and customer relationships in a hard-core manner.

To know more about how ABSYZ can help you tap the sheer power of Sales Cloud, contact us.