Enhance Performance With Dedicated Salesforce Support

Salesforce is a crucial business management tool for organizations helping firms in everything sales, marketing, administration, and so on. However, it requires ongoing support and timely maintenance to perform to its optimal level.

In absence of Salesforce support, organizations are not able to address the critical errors on time. This not only turns off the customers who were waiting for early resolution but also limits the firm to make the most of new opportunities.

To keep pace with the changing business needs and to have an optimized setup, firms need a support partner. A support partner fine-tunes the system by adding enhancements and resolving errors from time to time. 

Following are a few benefits of availing Salesforce Support Services of a partner:

1. System Monitoring

There can be various reasons for declining system performance from inefficient workflows to data validation errors. A Salesforce support professional looks for such issues and suggests/implements changes in the CRM that help in enhancing system performance. 

2. Data Management

To have better outcomes, the data needs to be complete, relevant, non-duplicated, and properly structured. Salesforce support partners create an effective data management strategy that involves data cleanup, validation, and standardization.

3. Periodic Checkups

Organizations require a dedicated administrator who can carry out periodic checkups (weekly/monthly) and address the prevalent issues in the system. Support experts perform various activities related to licensing, updating, customization, data storage, and maintenance ensuring seamless CRM performance.

4. Quick Resolution to Queries

Salesforce users encounter various issues many of which require prompt resolution. A support professional keeps track of user requests and resolves them in a quick time frame boosting customer experience and user efficiency.

5. Top-Notch Consultation 

Whether you need to migrate the data to Salesforce or require customization/development in an existing system, consultation with support experts makes things much easier. Salesforce professionals analyze business requirements and accordingly allocate resources for the desired changes in CRM. 

Bottomline

To keep the system updated and free from errors, organizations need dedicated support. Salesforce support services help businesses to identify and fix issues in a quick manner keeping the CRM up and running smoothly.  With an updated system and efficient processes, teams are able to achieve their efficiency and revenue goals.

Need assistance in enhancing Salesforce performance? Engage with our support professionals over a virtual call.

How to Carry Out Salesforce Classic to Lightning Migration?

Salesforce enabled the Lightning Experience in January 2020 for all customers. Although one can still use Classic, the platform does not support upgrades for it. So if you are still leveraging Salesforce Classic, it is time you start planning for Lightning migration. 

The Lightning Experience is a feature-rich platform that offers various new and improved functionalities compared to the Classic version. Additionally, its low-code development features allow teams to redesign pages, develop apps and customize with minimal coding efforts.

While Salesforce Lightning Migration is beneficial for organizations, it requires careful planning and consideration to migrate properly.

Here is a step-by-step guide that will help you carry out a seamless migration to Lightning.

1. Begin With Assessment

Before availing of Salesforce Lightning Support, a business should evaluate the workflows/processes, update needs, and the productivity level of users. If everything is fine then you still have time, however, if you feel that the lack of updates may derail your growth plans, then it is the right time to start thinking of migration.

2. Do a Gap Analysis

A gap analysis is done to figure out the features you need in Classic. Are those available in Lightning and how will it impact your organization’s goals? Since organizational goals evolve over the years, one should see if the Classic will be able to match those evolving needs or not. 

3. Test and Repeat

If the gap analysis tells you that your organization would do well on Lightning, then consider testing the Lightning UI. For this, firms can put a user or a group for a few days on Lightning Experience and collect their feedback for better analysis. Similarly, put another group and do a comparative study to figure out the scope of work.

4. Do a Readiness Check

Once your users have an experience of the platform and there are positive signs to Salesforce Lightning Migration, it is time to do a Lightning Experience Readiness Check. The Readiness Check tool provides a readiness report giving users a quick idea of whether they are ready for migration or not. 

5. Hire a Migration Expert

Once your power users have shared their insights on Lightning Experience, it is time to get leadership on board and plan for resource allocation. If you do not already have a migration expert, avail of the services of a Salesforce Lightning Services provider who will fill the gaps between classic and Lightning and implement the features. 

6. Roll Out

Once the gaps have been filled by a migration expert, consider educating users about Lightning features. Once the users are confident with Lightning Experience, roll out by pressing launch. Also, don’t forget to have a consultant alongside for assistance for migration.

Bottomline

Salesforce Classic to Lightning Migration requires careful considerations and must be planned in phases. With proper planning, step-by-step procedure, and an expert consultant alongside, one can have a successful and easy migration to Lightning. 

Need assistance in migration? Connect with us virtually!

Tips to Hire the Best Salesforce Development Company

 Salesforce implementation has changed the fortune of hundreds of thousands of organizations that were earlier using traditional systems. Adding Salesforce to the business ecosystem can foster strong brand loyalty, boost engagement, improve customer experience and streamline the sales pipeline.

The platform’s advanced automation, AI-analytics, low-code development, and better integration capabilities make it the most preferred  CRM for enterprises today.  While the SaaS software is easy to use and contains a myriad of features, it is often under-optimized. 

For full-scale optimization, a business needs the assistance of professional Salesforce Development Services. As a leading Salesforce Development Company in the USA and Asia-Pacific, we have listed a few important considerations that will enable businesses to make the best hiring decisions.

1. Look for Client Testimonials

By checking client reviews on online platforms, firms can have a good idea about the experience level and credibility of Salesforce Development Partners. Look for reviews that talk about a partner’s efficiency, engagement, project delivery, certifications, training, quality, and return on investment. It will give you insight into what to expect from a Salesforce development firm.

2. Check Domain Expertise

You must choose a partner that has a good understanding of your industry and has sufficient domain experience in implementing solutions. If you select a Salesforce Development Services provider who is vastly experienced in a similar domain, the implementation process will be fairly quick and smooth.

3. Know About their Certifications

Before hiring a Salesforce Development Company in the USA, know their partnership levels in depth. Is it a Silver/Gold or Platinum partner or is it a new player in the industry? Moreover, after shortlisting Salesforce Development Partners, ask about the certifications of employees. Ideally, one should hire a consultant that holds at least an admin and developer certifications.

4. Post Development Support

The requirement of Salesforce Development Partners does not end post software/service deployment, but it continues for longer durations. Businesses require ongoing support for CRM management, customization, maintenance, and training. Organizations should ensure that their contract with a development company includes provisions for follow-up and support.

Bottomline

While there is no dearth of Salesforce Development Services in the online space, a business needs to carefully gauge the experience levels of firms before hiring. A development firm with proven experience, certified experts, and on-demand service can be a great collaboration to begin your upcoming Salesforce project. 

How Businesses With Salesforce Can Benefit From Managed Services?

 Over the years, firms have been dependent on break-fix models to address their growing IT needs. While these methods may look cost-effective initially which they are not, it also leaves the system vulnerable and users waiting for resolution.

To overcome the limitations of traditional resource hiring methods, organizations are shifting towards managed services to address their immediate tech issues. Salesforce Managed Services is gaining emphasis since Salesforce is the most popular CRM today. Under Managed Services for Salesforce, firms hire a partner that administrates the CRM and is responsible to keep it optimized and error-free.

There are various benefits of going with managed services for  Salesforce. Some of them include:

1. Cost-Effective

Managed Services for Salesforce is a cost-effective investment as organizations do not have to pay every month. Rather they pay for the hours of work done by experts in a week/month. This enables them to effectively plan investments and secure a better ROI compared to traditional break-fix methods.

2. Skilled Experts

Salesforce hosts numerous products under its umbrella including Sales Cloud, Marketing Cloud, Einstein, IoT, and more.  Managing such solutions optimally may require expert consultants, developers, admins, and analysts. Salesforce Managed Services partners have a vast pool of certified experts who are well aware of the platform features and new releases.

3. Proactive Resolution

Unlike the traditional break-fix model, Salesforce Managed Services work on a proactive redressal mechanism—meaning issues are identified early and resolved quickly. This is possible because Salesforce experts administer the CRM regularly and keep a check of the system KPIs. With dedicated experts alongside, teams can focus on core operations and work efficiently while the managed services provider takes care of system management and its performance.

Bottomline

Managed Services for Salesforce enable organizations to overcome the limitations of the break-fix model. With dedicated experts available on-demand, teams do not have to worry about fixing system flaws. Moreover, since experts can be hired on an hourly model, it also saves firms from exorbitant in-house hiring costs.