Adopting Salesforce Sales Cloud to solve sales manager challenges

Sales work is one of the most stressful jobs. True. There is nothing to do about it. ꟷ False. In this article, we will discuss the challenges that a sales manager faces every day and show how the implementation of Salesforce can ease them. Identifying and admitting the challenges that hinder the efforts of sales managers is only half the battle that a sales manager has to win. Once problematic issues are identified, it is essential to adopt an appropriate solution to effectively resolve them and streamline the sales process.

Adopting Salesforce Sales Cloud to troubleshoot Sales Manager issues

1. Bad hiring and retention of sales representatives adequate.

If you strive for better sales performance in your business, you must hire the right people. Recruiting the best professionals can be difficult, and building loyalty can be even harder, as talented employees are demanding. In fact, they can quickly turn to another company unless they have the effective tools they need to have valuable information at their fingertips. Your smart sellers deserve better than conventional methods of collecting and storing data.

Automation of routine tasks.
Salesforce features enable you to create a 360-degree customer profile to gain deeper insight into your customers and increase sales while reducing sales force overhead. The Salesforce platform provides information about customer buying habits, past interactions, and more.

In addition, sales representatives will evaluate the automation of common tasks: alerts, templates, notifications based on public information. For example, Salesforce CPQ allows you to create, manage, and send budgets. Quote templates allow you to customize how your sales representatives cite your company’s products and services. Sales reps can add products to their quotes, adjust quantities, parameters and prices, select standard or custom quote templates from their quote records, generate quote PDFs, and email them to their customers. Task notifications in Lightning Experience allow sales representatives to remember items from their task lists. Salespeople can take advantage of automatically generated email alerts that are sent to designated recipients. The email alerts available in Lightning Experience and Salesforce Classic can be associated with workflow rules, approval processes, or entitlement processes.

Salesforce quote template

2. Ineffective evaluation and training of sales representatives.

Keeping your employees in the dark about their performance and ignoring the importance of employee training will not help you build trust or increase sales. Therefore, the evaluation and training of your representatives is essential. They do not know that they may have trouble finding the necessary information in the spreadsheets or that they may have lost the data stored in silos.

The analytics and forecasting features built into the Salesforce platform make it easy to evaluate. they allow you to efficiently collect information about the performance of your representatives, monitor and analyze your results, and identify low performers.

The evaluation and training process with Salesforce becomes more efficient. Displaying the account profile and communication history allows sales managers to identify inefficient models in the representative’s work, such as communication delays, poor product presentation, or insufficient needs analysis. Then, the sales manager gives his opinion to a representative and tells him what to do (outside of Salesforce). And the last step is to monitor the sales representative’s work to see if the incorrect templates are being replaced by new ones.

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Salesforce IoT Cloud: benefits and limitations

Consider the opinion that each user of connected objects is the client of an object manufacturer and a company that maintains these objects. With a cautious approach, the big data generated by these elements can become a valuable source of information for the suppliers of products and services: how customers use products and services, what is the current status of each product, what functions and services must be added or removed, how to increase customer satisfaction

Many companies have already discovered the benefits of CRM systems to manage customer related activities. With the Internet of Things, such systems could provide even more value in the collection and processing of continuous data flows from all sides of the connected devices of customers that were previously not accessible. Salesforce, a leader in customer management solutions, is also exploring the potential of IoT.

In our new article, we have shed some light on this topic based on our Salesforce consulting experience.

Salesforce IoT Cloud

Salesforce focus for IoT
The idea of Salesforce is to enrich the services provided with the benefits of a large amount of data collected from the connected devices and to allow CRM users (not prepared for serious coding) to create and customize their own applications to manage that data.

To store and process such data, Salesforce provides the Salesforce IoT Cloud platform. It is powered by Thunder, an event processing engine designed to capture, filter and respond to events in real time. Thunder is based on open source tools:

Apache Kafka (an email system capable of handling large volumes of readings and writes per second)
Apache Storm (platform to process large data and events in real time).
Apache Spark (distributed large-scale data processing infrastructure for transmission and batch data)
Apache Cassandra (Distributed Database Management System).
The incoming data is transferred to Kafka. Spark takes Kafka’s profile data and places it in Cassandra for profile updates. Storm uses Kafka data to manage events in real time.

Salesforce IoT Cloud – Pros and Cons

Consider the point of view where each logged-in user is the customer of an object maker and a company that maintains it. With a cautious approach, the large amounts of data generated by these elements can become a valuable source of information for suppliers of products and services: how customers use products and services, what is the current status of each product, what functions and what services need to be added or eliminated, how to increase customer satisfaction.

Many companies have already discovered the benefits of CRM systems for managing customer-related activities. With the Internet of Things, such systems could offer even more value by collecting and processing continuous streams of data from all sides of connected devices from previously unreachable clients. Salesforce, a leader in customer management solutions, is also exploring the potential of IoT.

In our new article, we shed some light on this topic based on our Salesforce consulting experience.

Salesforce IoT Cloud

Focus Salesforce for IoT
The idea of Salesforce is to enrich the services provided with the benefits of the large data collected from connected devices and to allow CRM users (unprepared for serious coding) to create and customize their own applications to manage those data.

Something to Learn as a Salesforce Consultant

The transition from a system administrator to a consultant has brought me a small learning curve, but I have learned a lot in recent years. With so many people looking to jump, or have recently made the leap from customer to partner, I wanted to share some of my thoughts and some tips that helped me.

This list is by no means exhaustive, but I think it will give you the opinion of a consultant!

Be sure (even when you are not)

Customers should know that you can take care of them and that they can provide the promised service. Sometimes customers may be afraid of the Salesforce implementation process. They have spent a lot of money on the product, they may be driving some organizational changes with Salesforce, and the stakes are high.

For the sake of the customer, the communication of trust is a vital part of the consultant. You are a trusted advisor and must be able to help the client feel encouraged, confident and confident. You do this by trusting yourself.

My knowledge of Salesforce and the ability to provide a solution that I found worthy of being an area I was not sure about for a long time is my knowledge of Salesforce. I was afraid the client was not happy with the answer or questioned my recommendations. But I had to remember and I soon realized that the client had hired me because I needed an expert. I am this expert. Once I realized that I was beginning to touch things and communicate my solutions with confidence.

When you are sure of yourself and your solutions, the customer will be convinced that you have chosen the right partner to help you and will want to continue working with you or your business for the long term.

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Salesforce consultant

References were regarded as an important element of assessing a Salesforce.com consulting firm. However, a more comprehensive screening process must recognize the finest Salesforce.com consultant. References are considered to be part of this procedure. The aforementioned questions can help companies to ascertain the efficacy of a Salesforce.com consultancy that they’re going to prefer. Though it’s tough to find correct responses as the customer requirements might change, companies may score advisers based on how much they match your existing needs and organizational needs.

Team skills of a Salesforce.com Advisor

There’s not any purpose in partnering with Salesforce Consultant businesses that are included of staff. The advisers may demonstrate their experiences of managing a project and attaining victory in their past in which as a lot things on the people who are taking up your job as well as also the people who are representing the business you’re partnering with. It’s vital to assess those folks prior to obtaining them as your Salesforce consultant.

A Few of the questions include;

Whether they're certified SFDC advisers?
Check if they're Salesforce MVPs

Team Expertise of Salesforce.com Advisor

Assess their prior jobs and the amount of jobs being done by these that are nearly associated with that of your job
Confirm the jobs they've completed which are similar to a job
the amount of jobs they've delivered till date
Proceed by their customers that are conducting a similar company scale as that of yours and check the amount of customers they've dealt with thus far
Which are the best practices followed by the group for Salesforce including whether it's written spoken or communication testimonials ?
Which are the best methods that the team follows to your company procedures? Whether they possess the business expertise for your area?

The responses you receive out of it and these questions can place your Salesforce consultant besides the contractors.

Firms need to guarantee that the potential Salesforce Consulting Firms has considerable references to boast of the exceptional performance.

Assess the Entire amount of customer references Provided by this Salesforce consultant
Identify which of their customers being cited as references are now referencable
Assess the customer satisfaction status of this Salesforce Consulting Company at Salesforce.com App Exchange

Rather than relying just on the opinions or remarks from your Salesforce Consultants, it’s desirable to confirm the discussion boards, consumer groups in addition to other social networking outlets in figuring out what really people are referring to the Consulting Company and its own staffs and client services.

Partnering with a consultant who certainly understands Salesforce is quite vital for the achievement of your enterprise.

Request for the real percentage of earnings in the seller That Have Been accumulated from Salesforce Projects
Assess for how long the firm have followed a committed Salesforce clinic
Request the Entire amount of Salesforce systems Which Have Been set up by your potential Salesforce Consulting Company so far
The complete years of expertise that the Consultant have in supplying Salesforce practice which are related to your vertical business

Job Design of Salesforce.com Advisor

Ensuring the job doesn’t fail stays the top priority of the Advisor and the organization.

Know the extent where the project depends upon the habit code
Attempt to Comprehend the Degree to Which the job may make use of offshore assets
Assess whether the Consulting Company ensure that the smoother running of job and ask details about who exactly will be staffing the Salesforce job
Also make sure the Assistant Doesn't subcontract the job to some third-