How to Hire A Top Salesforce Integration Consultant?

 Salesforce offers built-in tools that have made integration easier than ever. If you are a SaaS user, you would be aware of the platform’s great integration capabilities. Businesses with Salesforce have been making massive wins by leveraging the platform’s integration capabilities — unifying data and improving user experience.

When you integrate data on Salesforce, you prevent various limitations that you are experiencing otherwise. With integration, you longer need to sign in repeatedly on different systems as a single instance allows you to access diverse business features. Additionally, the data in apps are synchronized which eliminates the need to update data separately. 

The Role of Salesforce Integration Consultant

Salesforce Integration Partners help you unify your on-premise and cloud systems so that data access is simple. An integration consultant can perform a wide range of operations depending ranging from development to automation. With the right Salesforce Integration Services, you will be able to:

1. Enhance customer satisfaction with personalized interactions

2. Boost the efficacy of team members

3. Sync sales and support team for quick action

4. Access data bi-directionally for easy data access and update

Tips to Hire the Best Salesforce Integration Partners

1. Use Your Network Well

To avail of the right Salesforce Integration Services, you need to use your established and extended network well. For this, engage with your business associates and partners to see if they have a known development partner who is well reliable in such services. If you don’t find any visit the top results for companies and connect with them on a one-by-one basis.

2. Research on Reliable Platforms

While there are various listing websites on the internet offering a top list of partners with certain services, only a handful of them are genuine. As a Salesforce Integration Partner, we will suggest you visit AppExchange and Clutch platforms. There you can search and filter companies based on their location, experience, services, budget, certifications, and other factors.

3. Well Rounded Expertise

Salesforce Integration Consultants should possess various skills that can help you ensure a successful partnership. For instance, if you want to integrate your sales software with Salesforce, you should look for an expert who not only has worked on has sales-specific experience but knows how to customize/develop a system so you make the most out of your system. So other than integration experience, a consultant should also have experience in implementation, customization, and development. Since it’s hard to find all such skills in an individual, you should look for a Salesforce Integration Partner with diversely skilled experts.

4. Ongoing Support and Budget

Salesforce is an evolving system that requires frequent updates and customization. For this, you need ongoing support. However, if you are on a limited budget, you may not be able to avail yourself of full-time support from your integration partner. Before you hire a Salesforce consultant, do check their support level post-implementation. If their ongoing support is flexible and within the budget, then only consider a partner’s services. 

Bottomline

Hiring a Salesforce Integration Consultant can be a daunting task if you are just getting started on the platform with little to no knowledge about Salesforce. To hire the right group of professionals, you should begin by researching listing platforms as mentioned above. Once you shortlist and engage with companies, consider the above aspects like budget, post-implementation support, expertise, etc. By keeping the above considerations in mind, you should be able to hire the right group of experts for your much-needed implementation/integration on Salesforce.

Evaluate System Performance With A Free Salesforce Audit

Like every other software system, Salesforce needs to be maintained and monitored regularly. Not cleaning up Salesforce regularly can affect system performance and efficiency. This can affect the rate of data transmission affecting user performance as well. Additionally, lack of maintenance can put enterprise data at the risk of unwanted entities who may take try to breach the security of your system.

To keep the software optimized and free from potential risks, Salesforce audit is vital for every Salesforce user. In Salesforce audit, you have experts who detect potential risks, unexpected changes, and usage trends in the system and address those to enhance platform usage.

Damco is offering a Salesforce Free Audit where our experts will help you overcome potential roadblocks so that you can secure maximum ROI with the current system. We will help you:

1. Review Current Salesforce Usage

Due to lack of expertise most Salesforce systems are underutilized. If your Salesforce is also performing subpar to your expectations, it is time you consider availing of audit services. Salesforce audit professionals monitor usage trends and accordingly suggest if the system is being used less optimally or more frequently. With experts alongside, you will be able to use licenses in the best possible way. 

2. Find out Help Vulnerabilities in System

Salesforce auditors use built-in platform features to find out vulnerabilities in the system. Features for login history, audit trail, record modification fields, and history tracking are among the major ones in the audit process. By properly utilizing these functionalities, assess everything about the system from authentication lapses, counts, and unexpected modifications.

3. Recommend Best Practices

While doing a health checkup of the system, audit experts note down various lapses and minor changes by documenting those changes. After this, a deep analysis is conducted to figure out what major changes need to be done in the system. It can be related to anything from licensing, data security, system performance, data structure, etc.

Bottomline

Auditing is essential to gain better visibility and understanding of the system. With Salesforce Audit, firms can identify and address unwanted changes, underperforming processes, and data risks as well as prepare a roadmap for better system usage. Avail of Damco’s Free Salesforce Audit services to secure your system and achieve better performance.

Modernize Business Infrastructure With Salesforce Integration Services

CRM software is the most fundamental tool for any organization today. To manage sales, marketing, and customer service activities, a CRM is the most preferred choice of firms. Apart from traditional CRM, most organizations rely on ERP and other on-premise apps to carry out day-to-day business functioning. 

Salesforce, being the #1 customer success platform hosts numerous feature-rich products under its ecosystem. Integrating Salesforce clouds with other business apps can put your organization in a very advantageous position. By integrating Salesforce Sales/Marketing/Service or other solutions with work apps, you gain a 360-degree view of the entire data on one platform which you can optimize for various business gains.

There are various benefits of Salesforce Integration Services from Salesforce Integration Partners. Let’s talk about some:

1. No Need to Switch Between Apps 

Employees spend excessive time in locating and utilizing data stored in different systems. Also, they have to switch between apps now and then. With Salesforce integration, your team has a synchronized system in place where there is no need to switch between apps. With saves time for users who have to spend a good amount of time in logging-in systems. 

2. Workflow Automation Shortening Work Cycles

Businesses with long work cycles can overcome hurdles with Salesforce workflow automation. Salesforce Integration Partners analyze systems and based on that design processes to shorten work cycles. From HR, inventory management, sales, to marketing, you can eliminate various manual activities with the right workflows and suitable triggers.

3. Connected Systems Simplifying Decision Making 

Quick and effective decision-making is not possible if data is present in siloes. Salesforce integration offers you a complete view of the data connecting teams across the board. With Salesforce Integration Consultants, you can connect front-office (sales, marketing, customer service teams) with back-office (accounts, production, and logistics departments).

With easy access to third-party and Salesforce data, your team can be quick at decision-making.

4. Centralized System Negating the Need for Multiple Work Apps

Salesforce clouds contain built-in tools that help in simplifying work for that particular process. If you have integrated Salesforce Marketing Cloud, then tools like Journey Builder, Email Studio, Social Studio will offer the necessary capability you need to run marketing operations. So instead of relying on too many apps, you have a single solution in place to manage and run entire marketing operations.

Bottomline

Salesforce implementation puts a business at the forefront. By integrating various solutions with Salesforce cloud, firms have access to third-party data eliminating the need to switch between systems. With connected apps and minimum data silos, you can make the best use of built-in tools, automation workflows, low-code architecture, etc to carry out day-to-day operations smoothly.

For any inquiries related to Salesforce, you can write us at info@damcogroup.com or call our Salesforce Integration Consultants for free personalized assistance. 

How To Hire The Right Salesforce Professionals For Your Project?

Salesforce comes with numerous offerings which contain advanced features and built-in tools. You can do literally anything with Salesforce from sales and marketing management to service and administration management. 

But in order to implement and manage your Salesforce CRM, you need the right resources who are skilled enough to help you accomplish business goals. With no dearth of Salesforce professionals in the digital space, shortlisting the right experts can be difficult especially if you are just getting started on Salesforce. 

Often businesses end up paying more while staying stuck in their previous problems due to wrong resource hiring. In this blog, we have shared important tips that will help businesses make the right hiring decisions ensuring a better ROI.

1. Consider Online Listings and Portals

If you have recommendations from business associates, it’s well and good. However, if you don’t have any, online listings and portals are what you will likely depend on. For this, you can refer to Clutch and GoodFirms which are largely reliable portals, I would suggest you keep AppExchange listings on first priority since it is the official app marketplace of Salesorce. On AppExchange, you can search companies using location and expertise-based filters.

2. Look at their Partnership and Certifications

While looking for Salesforce Development Companies, do check their partnership and certifications. Every Salesforce partner has a certain partnership level which is upgraded on the basis of its performance, no of experts, and customer ratings. Ensure that the company is at least a Silver/Gold partner. Additionally, if you hire Salesforce programmers or admins from third-party sources, do check their certifications to know if they are well skilled and updated or not.

3. Use of Programming Languages

Developers rely on multiple programming languages to develop a Salesforce application. For simple implementations, Apex, Heroku, and Force.com may be sufficient to carry out development works. However, for large-scale projects, developers must know AngularJS, Bootstrap, JQuery, Apex, SOQL, C#, and more languages. Do ask your development partners about the technologies and frameworks they are likely to use for your project and how they will impact project outcomes.

4. Vision and Interpersonal Skills

Salesforce professionals must have various qualities and skills to efficiently carry out any project. No doubt, one must have a good tech acumen, inter-personal skills are are equally important. You can gauge their communication and project management skills during face-to-face/digital meetings. Ask them about your project to see what vision they have and if it matches with that of yours.

Bottomline

To shortlist and hire the best Salesforce Professional Services, businesses must spend time in excessive research. You can consider online listings like Clutch and AppExchage where one can view a company’s profile, portfolio, success rate, customer feedback, and project costs. Additionally, you can gauge the tech acumen and problem-solving skills by serving them with real-case scenarios.

In case you need our assistance in implementation, management, training, or development, feel free to write us at info@damcogroup.com. We will be glad to discuss your project and suggest possible solutions to you over a demo call.

Get Better at Field Service Management with an FSM Software

Field service is a crucial activity in most industrial sectors especially ones related to eCommerce, healthcare, manufacturing, and telecommunication. From on-site maintenance, movement of goods, to product delivery, there are various types of field activities businesses perform depending on their services and products.

However, many enterprises face a continuous challenge in delivering efficient field service and this has been the trend for the past decades. The use of obsolete software is a major reason for that. Such software lack capabilities and are least scalable which makes customer service and work monitoring difficult tasks.

To overcome various hassles in field service and perform operations in a seamless manner, businesses need an advanced Field Service Management Solution. FSM software like Optima Pro enables firms to shorten work cycles, monitor easily, schedule tasks intelligently, and make data-driven decisions. 

Here is how FSM Software can help you streamline business operations:

1. Fast Creation of Orders

By implementing an FSM solution, you can create work orders automatically based on a customer complaint or request. These work orders can also be integrated with accounts, contacts, objects, and cases giving a full view of customers/client’s requests. Since work orders are created easily, field technicians can access the information almost instantly speeding up customer service.

2. Optimize Work Schedules

With a Field Service Management Solution, you can create automated work schedules taking due consideration of the technician’s location, expertise, and availability. Since most advanced FSM solutions are automated, service requests can be assigned faster and to the right experts. Based on task criticality, you can also make changes in work schedules optimizing resources in the best way possible.

3. Improved First-Time Fix Rate

If you are involved in maintenance operations, consider implementing the Salesforce Field Service solution to be at a massive advantage over your peers. These solutions leverage Salesforce Einstein Vision which is an AI-based tool with visual search capabilities. You can leverage such tools to finish service and maintenance-related tasks faster. A good FSM Software will empower your technicians to locate and fix the affected parts in their first trips only.

4. Manage Tasks From Mobile

Integrating FSM Software with ERP/CRM allows firms to manage employees, tasks, and service requests much conveniently. Managers can monitor employees, work schedules, work progress, and communicate with them in real-time. Additionally, field technicians would be able to access service requests, knowledge articles, update tasks, send reports, and communicate seamlessly with customers and team members.

Bottomline

Businesses involved in field service have to deliver timely and top-notch service to customers. However, with reliance on legacy systems accomplishing such goals seems a far cry. By implementing modern solutions like Optima Pro, firms can shorten work cycles, manage resources optimally, improve customer service, and get better at service delivery.

Achieve Digital Success With Salesforce Marketing Cloud Consultant

Salesforce hosts numerous products under its umbrella that bring systematic change in organizations with Marketing Cloud being one of them.  Salesforce Marketing Cloud contains built-in tools and features that facilitate online marketing and allow teams to engage customers at a much deeper level.

Right after initial customer engagement till the final acquisition, the marketing cloud is used at various levels. You need to market campaigns on social media, use the Social Studio tool, similarly for emailing you have Email Studio. However, despite so many features and tools, managing Salesforce Marketing Cloud can be difficult for which you need an expert consultant who is well-versed in SFMC.

Hiring a Salesforce Marketing Cloud Consultant provides you an easy path to goal accomplishment. A marketing cloud expert works closely with teams and performs various operations including:

1. Implementing Marketing Cloud

Salesforce Marketing Cloud Integration allows you to unify sales and marketing operations. With unified data access and better collaboration, marketers can make the best use of leads generated from various platforms. A marketing cloud expert checks campaigns, triggers, workflows, etc from time to time ensuring you make maximum utilization of Salesforce features.

2. Align Goals With Strategy

No business has a flawless network. Every business with Salesforce needs to make changes in its marketing ecosystem. This is where a marketing consultant is the most required. A Salesforce Marketing Cloud Consultant analyzes business processes, monitors data captured, and platforms used in the past to find out possible opportunities for marketing. By establishing goals through a well-drafted strategy, you can easily achieve the acquisition goals with SFMC.

3. Integrating SFMC With Other Solutions

To access data of other systems like ERP and other work applications, organizations need to integrate SFMC. Integrating marketing cloud with business applications allows users a centralized view of data while eliminating the necessity of updating data twice in systems. Hiring Salesforce Marketing Cloud Implementation Partners will help you carry out a seamless integration between different on-premise/cloud systems.

Bottomline

Marketing Cloud is one of the most popular and useful solutions in the Salesforce ecosystem that can transform the way businesses manage marketing operations. To get better at Salesforce Marketing Cloud, firms should use innovative and inclusive marketing strategies. Hiring a Salesforce Marketing Cloud Consultant can streamline the marketing bottlenecks and lead businesses to achieve higher growth potential.

5 Reasons to Hire Salesforce Support Professionals

 Salesforce is a great tool to centralize business operations and automate activities like never before. You can do literally anything with Salesforce from managing Sales to Marketing, Customer Service, and Administration. However, understand that Salesforce is an evolving setup and requires ongoing support from experts for proper functioning. 

Aligning a Salesforce Support will allow you to keep the CRM updated and error-free. With on-demand support, you can address the critical challenges while preparing your system as per future goals and targets. You can hire full-time or part-time Salesforce Support Service professionals depending on your needs. 

Hiring Salesforce support professionals to prove highly advantageous for businesses as they help in:

1. Analyzing System Performance 

Regular checks are crucial to know the performance status of the Salesforce system. Support professionals monitor CRM, analyze workflow, data synchronization, toggle time, and other key indicators to identify the low-performance causes and fix it will suitable corrections in due time.

2. Configurational Enhancements

Salesforce needs configurational improvements from time to time. This includes software integration, customization, hardware changes, and system upgrades. Salesforce Support experts carry out these changes by analyzing hardware specifications, latest customization, and software updates.

3. Data Management and Cleanups

Data must be accurate, properly validated, and structured for better usage. Right after you migrate data to Salesforce, there is a need to check data structure and run cleanup activities. Salesforce Support allows you to structure data properly and eliminates any migration challenges that may encounter or had encountered previously.

4. Regular Checks and Bug-Fixing

Businesses need a support partner who manages day-to-day activities on CRM. With Salesforce Support Services you have access to experts who help you in everything from system checks to bug-fixing. An admin for instance will look at workflow, licensing limits, reports, data validation, authentication, other system activities ensuring the system is updated and error-free.

5. Fast Query Resolution

It is important to address user queries in a quick timeframe as it may affect user productivity and cause delays in work. Salesforce Support experts provide SLA-based services and resolve user concerns related to authentication, workflow modification, reporting, etc on priority. With the timely resolution of user queries, you can serve customers better and experience increased productivity.

Bottomline

Dedicated Salesforce support is necessary to keep CRM up and running. With Salesforce Support, firms can overcome administrative, maintenance, and post-implementation-related challenges and ensure their system’s health remains top-notch. However, we leave it up to businesses whether they need full-time support or part-time ongoing support.

Need our Salesforce Support to overcome administration hurdles? Get in touch with us by filling this form.

5 Important Steps For Salesforce Classic to Lightning Migration

Salesforce announced Lightning Experience as its default UI last year. Since then, more businesses are looking to migrate to Lightning Experience compared to previous years. The decision to migrate is also necessary since Classic no longer supports new upgrades meaning you cannot extend capability in Classic by much.

Lightning is popular among businesses due to various reasons. Firstly, you can use low-code development capability to develop custom apps and layouts much faster. Secondly, you have access to Lightning only features like news, key deals, and performance charts on the homepage which are not available in Classic.

To achieve a seamless Salesforce Lightning Migration, firms should follow the right practices and considerations. Below are a few of them for your understanding:

1.  Begin With Assessment

Before availing of Salesforce Lightning Services, teams should do a self-analysis about their migration needs. You can assess workflow, processes, data structure, and integration requirements after discussing with all stakeholders.

2. Do a Gap Analysis

Gap analysis is done to find out which features you need in the Classic version. If there are a few functionalities that are not available for Classic but you can find them in Lightning, mark them and discuss with your Salesforce partner if it would be right to migrate because of that.

3. Have a Comparative Study

You should not rush while implementing Lightning, rather test Lightning UI first with some of your users. Those users will use Lightning for a few days and give you feedback. Based on their feedback, you can devise the scope for migration.

4. Get a Readiness Check

Once you have identified the scope for migration, consider doing a Readiness Check. The readiness check tool gives you an idea of what needs to be done for migration and whether your system is ready for migration or not.

5. Roll Out Lightning Experience

After the data is migrated from Classic to Lightning and configuration is done, consider educating users about new enhancements in Lightning. Once users are fully confident about those features, you can consider full-scale adoption. 

Bottomline

Salesforce Lightning Migration is crucial for most Classic users especially those who want to extend the capabilities of their system. While Classic is still used by thousands of organizations globally, over the next few years, you will see most of them transition to Lightning. We hope the above step-by-step considerations will help you to have an easy and risk-free migration.

5 Key Practices For Effective Salesforce Data Migration

Migrating to a new platform requires firms to move functional data from their legacy system. If you are dealing in small data sets, the process could be completed in hours, however, if the data architecture is different or the size of data to be migrated is humungous, migration can be troublesome and time-taking.

Some of the challenges involved in the process include data loss, mismatch, loading issues, which occur due to a multitude of reasons. To overcome possible pitfalls and have a seamless data transfer, it is crucial to follow a standardized process keeping various considerations in check. 

Below we have listed important Salesforce data migration practices for your information:

1. Understand the Scope of Migration

Before getting started with Salesforce migration, teams should identify source/destination data and have a clear data layout in mind. This will help migration experts to structure and map data accordingly. 

2. Pre-Migration Check

During the pre-migration check, the order of migration should be clearly defined. Additionally, a data template should be created for every object in excel using data export so that the same can be used to bring data back to the system. Configuring the data loader as per time zone and turning off email triggers are other activities that should be carefully followed.

3. Start-Off With a Small Dataset

Consider feeding small datasets to identify and address possible issues and errors in the initial phase of migration. Based on the results, experts can further clean, deduplicate, or validate source data.

4. Prefer Batch Processing

While you migrate to Salesforce, check custom code, network speed, and be wary of API bottlenecks as they can affect the speed of processing. To ensure there is a seamless Salesforce to Salesforce data migration, consider sending data in batches.

5. Document Entire Process

The entire process must be well documented so that it helps in future migrations or when there is a need to upgrade the system. Make sure you document the following activities:

1. All the data restrictions applied to various fields and objects

2. The relationships between primary and foreign keys

3. Project timelines and data of migration phases

4. Log issues highlighting problems that came across

Bottomline

Salesforce Migration is a one-time process and the complexity of it depends on data structure, practices followed, and the expertise of professionals. By following the right practices and procedures, surely you can achieve desired results with migration.

Need our support to carry out Salesforce data migration? Write us at info@damcogroup.com

Optimize Salesforce Capabilities With AppExchange Partners

 Salesforce is a great platform to manage your overall business operations from Sales & Marketing to Customer Service. Powered with low-code development capabilities, it is the go-to platform for organizations looking to build custom solutions. To develop desired business applications, you can make use of Salesforce AppExchange, the official app marketplace from where apps could be downloaded (free/paid) and used for business use.

To build/integrate Salesforce apps, you would need assistance from Salesforce AppExchange Partners who have deployed ready-to-install apps on the app marketplace. Hiring an app exchange partner is crucial and brings various advantages to firms. Firstly, you have the expertise to customize/implement apps as per requirement. Secondly, there is no need to build apps from scratch due to which both cost and time invested are much lesser than full-fledged development.

Hiring Salesforce AppExchange Partners is beneficial in various ways and aspects. Let’s discuss some of them:

1. Suitable Implementation

Appexchange app development experts help you implement CRM in a strategic manner. They leverage the lightning framework to design processes, integrate apps, create automated workflows, and add components that are non-existent in the default setup. With business-centric functionalities and easy data access, you can engage better with customers across digital channels. 

2. Custom App Development

Often there are instances where AppExchange solutions do not match your business needs. In such a case you need Salesforce Custom Application Development so that you can develop the desired solutions. Development experts leverage both Force.com, Lightning, and Mulesoft frameworks to develop/integrate the required solution. Make sure your potential partner has experience in working on various frameworks and platforms.

3. Mobile App Development

To have a flourishing business, firms should bring mobility, and what’s better than having a mobile-enabled CRM. Developers use the low-code development architecture of the platform to build scalable mobile solutions. Hiring Salesforce App Development experts can help you develop mobile apps on the Salesforce1 platform so that your team can go mobile and work from anywhere. 

Bottomline

Salesforce Application Development requires professional expertise and well-planned implementation. With AppExchange partners as your assistance, you can implement, develop, and optimize third-party solutions much better and more affordable. However, before aligning any expert for future development, do check their experience level, certifications, and tech acumen so that you don’t have to compromise with the quality of solutions. 

4 Things to Consider While Hiring a Salesforce Development Company

 Salesforce is a great tool to unify data, shorten work cycles and build superior customer relationships. The leading SaaS company offers several products right from Sales Cloud, Service Cloud, Marketing Cloud, and others that you can choose as per your requirement and budget. 

While Salesforce is easy to use, its implementation can be complex at times. To implement Salesforce strategically and specific to a business’s needs, firms need Salesforce Development Partners with high tech acumen and expertise. But shortlisting the best Salesforce Development Company in the USA and Asia-Pacific regions can be a daunting task as the number of developers is fairly high in these regions. 

While some of these developers offer top-notch services at fairly high prices, others offer services at a much cheaper price model which turn out to be quite inefficient. So how can an organization hire the right developers for their projects? 

To avail the best Salesforce Development Services, firms can keep the below points in consideration: 

1. Check AppExchange Listings

The best way to know about a company’s accomplishments is to dive deep into its online profiles. Firms can search and filter company profiles on AppExchange which is the official app marketplace of Salesforce to know about their partnership level, reliability, location, hourly prices, team size, and project ratings. This will surely help shortlist some rightful partners for possible collaboration.

2. Skills and Expertise

Before hiring a Salesforce Development Company in the USA, check if they possess the necessary skill levels or not. A developer should be well-versed in various programming languages including Apex, Javascript, and C# along with frameworks like Force.com and Visualforce. Additionally, teams should ensure their Salesforce Development Partners are well certified at various levels.

 

3. No. of Available Experts

The development needs vary from one project to another, so is the number of experts required on a project. Before availing of Salesforce Development Services of a company, do inquire on the number of experts who would be readily available for your project. Partnering with a firm that has substantially fewer experts may result in extensive delays and excessive monetary investment.

4. Support Level

Salesforce must be properly maintained and updated post-deployment. Before collaborating with a development firm, businesses must check the support level of a company. Companies that provide flexible on-demand support can be considered the rightful candidates for partnership. With ongoing support, teams can keep their systems optimized and updated.

Bottomline

Salesforce Development Services help firms implement, develop, and optimize CRM strategically. To make the best use of their Salesforce, organizations must align development partners who offer such services. Before you hire a Salesforce Development Company in the USA or Asia-Pacific, be sure to keep an eye on your partner’s certifications, online listings, credibility score, and support level.