5-Must Features to Have In Remote A Workforce Management Software

 Working remotely cuts down operational costs, and adds convenience to employees. However, it also makes workforce management difficult for businesses. In current times when organizations are predominantly working remotely, they face challenges in job scheduling, attendance management, performance tracking, etc.

To address these challenges, businesses must invest in a Remote Workforce Management Software. A Workforce Management Solution is an AI-powered automated application with simple workflows and useful features that enhances the employee management experience of an organization.

It allows managers to track performance of employees based on their reports and job completion timings. Also, since the software is built-on Salesforce, employees are able to use built-in various collaboration tools like Chatter to collaborate and share resources in real-time.

Effective Remote Workforce Management is the need of the hour for organizations.

Following are the features that one must consider before planning for software implementation:

1. Time Tracking 

The time tracking features enable organizations to monitor the attendance and work hours of employees. With data availability of employee’s work hours, scheduled breaks, and requested leaves, higher management can devise a policy for better compliance by remote workforce.

2. Scheduling

With scheduling features, a manager can create custom work schedules, assign employees tasks on a day/week/month basis. An automated Workforce Management Solution performs tasks — automatic scheduling, manual job assigning, and live status monitoring of employees based on their departments and profiles.

3. Self-Service

A Workforce Management Software with self-service capabilities enables employees to fill timesheets, check attendance, apply for reimbursement, leaves and more. Also, it allows HR professionals to coordinate, share and access employee records for carrying out further proceedings related to salary, leave sanctioning, and performance incentives.

4. Advanced Reporting

With advanced reporting and analytics features, organizations get access to visualized data that is easy to interpret and share. A Remote Workforce Management application allows users to extract third-party data, create customized payroll reports, and vacation planning reports easily without requiring excessive-tech know-how.

5. Mobility and App Integration

A Workforce Management Software can be integrated into other HR systems as an add-on offering a complete suite of features. With it, HR managers get access to the centralized  data related to payroll, attendance, employee reports, etc at all at one place. Additionally, the mobile capabilities of the software enable users to access the Workforce Management platform from any device adding to user convenience.

Bottomline

Managing a distant workforce effectively is quite a challenge unless your organization is equipped with a dynamic Remote Workforce Management Software. With such an application in place, businesses get centralized access to administrative and HR activities resulting in streamlined workflow and better employee management.

6 Benefits of An Advanced Loan Management Software

 Banks and NBFCs face various hassles in their day-to-day operations and loan management is one of them. Right from loan approval and EMI scheduling to EMI delay and NPA recovery, there are numerous challenges that financial institutions face. To deal with all such challenges, banks need an advanced Loan Management Solution. 

A Loan Servicing Software provides financial institutions with insights in loan portfolios from customer prospecting to payment monitoring. With a Salesforce Loan Management Software, banks simplify and automate their procedures improving employee and customer experience. 

An advanced Loan Management Application allows financial stakeholders to remove all inefficiencies in the loan lifecycle.

Following are some of the benefits of an ideal Loan Management Software:

1. Faster Loan Approval

Loan Servicing Software provides customers an easy onboarding and offers the best  interest rates as per their income and credit score. Based on a customer’s credit score and bank report, the loan requests are sent for approval. And since the processes are automated, the loan acceptance usually happens much faster than manual loan process.

2. NPA Management

A Loan Management Application sends push-notifications and automated emails to customers. Based on a customer's payment history, these apps classify customers adding to the convenience of a loan sanctioning officer. With this, banks and financial institutions segregate the non-performing asset accounts and direct collection officers for direct interaction or repayment.

3. Detailed Customer Journeys

It is easier to get a complete 360-degree view of the customer journey right from customer onboarding, EMI tracking to final stages of the loan lifecycle. With an AI-powered Loan Management Solution, the customer information is presented in the form of visual charts and graphs that helps in segregating customers based on forecasts and payment insights available. 

4. Easy Lead Management

Loans are the single most valuable revenue generation option for Banks and NBFCs. Hence financial institutions must keep getting continuous loan requests. With a Salesforce-built Loan Management Application, financial institutions align their sales and marketing teams. This allows them to reach more customers on online channels. With such an omnichannel approach, banks keep track of prospective customers and engage with them throughout.

5. Loan Decision Making

Salesforce powered Loan Management Software simplifies workflows and automates processes. Since the processes are simplified, it takes minimal human effort for report generation and customer interaction related tasks. Moreover, with a single click generated data insights users can decide whether a loan request can be accepted or not. With the help of accurate forecasts and detailed reports, loan agents/managers can make quick decisions.

6. Access and Collaboration

A Loan Servicing Software provides 24/7 access without any downtime adding to the convenience of users. Since these apps are built-on Salesforce, it results in easy data centralization and process alignment which leads to enhanced collaboration. Moreover, one can integrate applications to access external data and business applications with loan management portal. Thus with an easy to manage software, employees work efficiently and communicate better.

Bottomline

A Loan Management Solution simplifies customer onboarding, loan approval and collection processes and works as a centralized tool aligning teams and processes. With an automated Salesforce powered loan application, users work efficiently, collaborate with team members anytime, and reach out to customers through various online channels. 

Why Do Businesses Need Salesforce Professional Services?

Salesforce enables organizations and SMBs to effectively manage their business processes and set profitable interactions with customers. The unique features and tools available in Salesforce allow businesses to align their processes under a central umbrella resulting in easy collaboration with teams, improved interactions with customers, and better returns on campaigns.

However, these gains are only possible if you have the right Salesforce implementation strategy. With Salesforce Professional Services businesses have access to Salesforce experts who have deep knowledge of Salesforce tools, features in respective clouds and understands the customization needs of a business with ease.

A Salesforce professional assists firms in their implementation, development, consultation and process management needs. By availing Salesforce Professional Services, businesses get access to multiple Salesforce experts at cost-effective engagement models keeping them free from hiring hassles.

1. Effective Migration

Whether you are migrating to Salesforce or are implementing Salesforce for the very first time, you would need to hire Salesforce Developer or a migration expert for  effective performance. A Salesforce expert follows the standard migration process and carries out seamless data transfer. With effective data transfer, organizations enhance their capabilities as they get unified access to customer data which helps in better user engagement and returns on campaigns.

2. Right Implementation

To get the maximum ROI out of your implementation process, it is important to hire an expert Salesforce developer. A Salesforce programmer analyzes the default cloud versions and lays out an implementation plan. This includes setting workflows, customizing dashboards, and integrating applications resulting in better data access and efficient Salesforce performance. To carry out better implementation results, hire Salesforce programmer who is well-versed in Visualforce, Force.com and Salesforce Lighting platforms.

3. Stakeholder Management

Salesforce activities including data validation, migration, authentication, customization, and more determine the performance of a Salesforce setup. For this, businesses need experts who manage Salesforce extensively and keep the CRM updated and optimized. With efficient stakeholder management, users can work seamlessly between applications thus resolving queries in a fast and effective manner.

4. App Development and Integration

Organizations require app development to add capabilities to the Salesforce CRM. For this, Salesforce Professionals leverage Salesforce.com, Force.com, and Heroku platforms and build powerful cloud-based and mobile-friendly enterprise applications. Salesforce developers also integrate apps from the AppExchange platform as well as develop custom apps based on your enterprise needs and business goals resulting in better performance of your Salesforce CRM.

5. Consultation Services

If you are managing Salesforce on our own then consider hiring a Salesforce consultant to deal with the more complex problems that can directly affect the productivity of your enterprise. With Salesforce Professional Services businesses are able to carry out crucial customizations/adjustments from time to time. This includes workflow enhancement, app integration, update fixing, and system configuration. Additionally, a Salesforce professional runs skill enhancement sessions for businesses resulting in better performance and increased adoption rate.

Bottomline

Salesforce professionals help businesses in their implementation, app development, process management and consultation needs. To get desired results after implementation, it is important to collaborate with certified Salesforce Professionals who are up to date with the knowledge of latest Salesforce features. With Salesforce Professional Services,  businesses can focus on their crucial in-house operations while your Salesforce expert keeps the CRM updated and optimized for enhanced performance.

Top Reasons to Migrate to Salesforce Lightning Experience

Often we are asked by businesses whether they should switch from Classic to Lightning or not. While Salesforce Classic offers a simple UI, easy navigation and various useful features, Salesforce Lightning boasts of new features, advanced tools, and easy customization options.

The Lightning Experience is a modern interface that makes it easy to redesign pages, change workflow and build processes in less time and with much ease. Moreover, the Lightning App Builder enables easy creation of mobile applications using drag and drop options. 

As Salesforce is not adding any new updates to the Classic version, it may be the right time to switch to Lightning.

Following are some reasons to consider Salesforce Lightning Migration: 

1. New Selling Features

Salesforce Lightning Migration enables organizations to access new tools and features that help in simplifying workflows and improving lead management. Thus users are able to make quick decisions and be more productive than before. For instance, the Sales Path feature allows users to follow a structured protocol and since the process is automated, it's much easier to follow the protocol.

Another feature, Kanban View makes it easy to visualize and monitor records through graphical representation and drag and drop tools. Moreover, the AI Einstein tool enables companies to get smarter and become more predictive about customers. It automatically identifies the next best sales opportunity from the data and creates personalized journeys for customers keeping them engaged throughout acquisition.

2. Lightning Voice

The Lightning Voice feature is another feature that makes the migration decision worthwhile.  It enables users to reach out to customers by calling their phone numbers within Salesforce. With Salesforce Lightning Support, reps are able to take notes, view call records, find answers to customer queries, and all that without having to switch to any other application. 

Additionally, the Lightning Voice feature comes with automatic call logging features and helps in reducing the otherwise necessary data entry activities. Users can now send voicemails, auto-generated answers and more thus enhancing the productivity of employees.

3. New User Interface 

When compared to Salesforce Classic, the Lightning user interface is much more flexible and contains easy navigation, interactive elements and much more customization options. Also, the dynamic UI of Lighting makes it easier to transition from one screen to another with minimum logged time. 

Some features that enhance the user experience of Lightning include easy report creation, public/private folder settings, live tracking of employee’s work activity, and multiple dashboard creation options.

4. Lightning App Builder

The Lightning App Builder is a point and clicks tool that enables the creation of custom pages for applications. This allows businesses to create apps for particular tasks such as expenditure applications to enter expenses and monitor expenses on a weekly/monthly basis.

Additionally, the Lightning App Builder allows easy integration of custom components and third-party components from AppExchange applications thus enhancing the capabilities of the Salesforce. Thus the simplified app development with Lighting App Builder makes it another reason to migrate to Lightning Experience.

Bottomline

The Lightning platform contains built-in tools that simplify app development and enable businesses to improve their customer interactions and lead monitoring. If you are a business that has not yet adopted Salesforce, then Salesforce Lightning is the choice to go with considering its new features, interactive UI, and easy app development capabilities. However, if you are still on Classic, then Lightning may be an option you should consider in the near future.

Surge Ahead with Salesforce Implementation Partners

Salesforce implementation is a great step for organizations that are looking to improve their customer interactions and manage their processes under a centralized cloud. The rich functionalities and high scalability of Salesforce give businesses the opportunity to customize it as per their needs.

However, to get the most out of the implementation, it’s important to hire a certified implementation partner. Salesforce Implementation Partners setup processes, carry out data migration, add suitable integrations and customize the Salesforce Cloud for efficient usage. From implementation to deployment, Salesforce Implementation Companies help organizations in their full-fledged development needs.

Here are a few benefits that the Salesforce Implementation Partners bring along:

1. Development as Per Requirement

Based on your requirements, a Salesforce Implementation Partner suggests Salesforce products, sets up processes, develops applications, and adds suitable customizations. Thus with the right development, teams can collaborate easily, leverage data insights in marketing campaigns,  and work more efficiently than before.

2. Efficient Data Migration

Salesforce Implementation Partners assist firms in carrying out a seamless data migration transferring the data from legacy systems to Salesforce Cloud or from one Salesforce Cloud to the other. With fast and accurate migration, users are able to access third-party data in Salesforce without switching between apps decreasing the toggle time.

3. Process Management and Innovation

The high flexibility and customization capability of Salesforce makes it possible to add suitable adjustments in the CRM. With the help of an admin or a consultant, Salesforce Implementation Partners manage processes effectively and add suitable integrations from time to time keeping you ahead at all times.

4. Training and Support

The Salesforce Implementation Partners carry out upskilling sessions, training users for optimal use of CRM features. Moreover, they manage processes and resolve user queries in a fast and effective manner. Thus with proper training and support, organizations are able to work more efficiently, complete tasks on time and make profitable interactions with customers.

Bottomline

With the right implementation partner alongside, businesses are able to keep Salesforce optimized and updated. Salesforce Implementation Partners analyze business needs and implement products accordingly – ensuring firms of high user adoption, enhanced collaboration and streamlined access to user data resulting in high efficiency and better outcomes.

Boost Your ROI With Salesforce Consulting Companies

The most popular customer success platform – Salesforce is used to manage business activities and is known for establishing profitable customer relationships. Implementing Salesforce enables firms to align multiple processes under one umbrella, collaborate easily, and interact better with customers.

However, to experience higher returns on your Salesforce investment, it is vital to have a Salesforce Consulting Partner alongside. A Salesforce expert understands your business operations, workflows, process insights, and accordingly carry out an implementation strategy with major enhancements and custom elements.

Here is how a Salesforce Consulting Partner enables businesses to experience a high return on investment:

• Right Implementation

Salesforce Consulting Companies help firms in implementing Salesforce in the right manner. A Salesforce consultant sets up processes, workflows, checks the relationships between different tables, objects and fields in the CRM. Moreover, a Salesforce consultant carries out app integration enabling you to have access to internal as well as external data.

• Process Management

After implementing Salesforce, businesses need a Salesforce Consulting Services provider who has knowledge of Salesforce features, tools, and operations. Salesforce Consulting Partners manage Salesforce activities on your behalf enabling you to focus on business’s core operations while keeping it optimized and updated.

• Customization and Integration

Salesforce rolls out three annual updates and to keep up with those updates, firms need to upgrade their Salesforce. Salesforce Consulting Companies look for possible integrations be it a custom integration like Chatbot or an app integration that enhances user experience and helps in reaching end goals faster.

• User Adoption and Training

It needs proper training and skill enhancement sessions to ensure that the employees are efficient at work from day one. A Salesforce Consulting Services partner establishes a user adoption strategy keeping the efficiency levels high once the solution is adopted on a large scale. Besides this, frequent training sessions also helps the users to perform productively.

In a Nutshell

Salesforce Consulting Services helps firms in implementing Salesforce and enhances performance with right integration, development, training and consultation services. Besides this, Salesforce consultants manage Salesforce for organizations and SMBs keeping it updated and optimized at all times. With this, businesses are able to set up profitable interactions with users and carry out their marketing activities in a much better way.

Looking for Salesforce Consulting Partners? Hire Damco, one of the leading Salesforce Consulting Companies in the USA and Asia-Pacific regions for a cost-effective Salesforce setup and management.

Improving Performance With Salesforce Customer Support

Salesforce implementation is a great addition to businesses. It helps them to connect to customers in new and improved ways, set up profitable engagements, and boost collaboration within departments. However, Salesforce needs continuous improvements and effective management in order to provide excellent support services to customers and end-users.

In absence of continued Salesforce Support Services, businesses find it hard to make optimal use of Salesforce. For maximum use of Salesforce features, it is important to have dedicated professionals alongside who address all performance and customer service related issues in CRM in a time-bound manner.

Following reasons show the advantage of Salesforce Support Services to businesses:

• Regular Performance Check

It is difficult to carry out a regular performance check in your Salesforce setup without intrinsic knowledge about Salesforce features. Salesforce Customer Support professionals streamline workflows, add custom dashboards, and monitor KPIs in Salesforce cloud. Thus with periodic checks and report generation, one can easily know the performance hassles and remove them to improve the functioning of Salesforce.

• Improved Interactions With App Integration

Salesforce Customer Service professionals integrate data from other business applications in Salesforce. Thus Salesforce Customer Service professionals ensure the end users get access to complete and accurate information about customers saving time in switching apps. This helps in aligning processes like sales and marketing under one umbrella i.e. Salesforce cloud. With this, employees interact, send resources, and pass information within departments without any hassle.
 

• Faster Resolution to Queries

It is important to give a quick resolution to end-users queries. A Salesforce Support Services expert knows how to fix patches, updates, carry out data validation, authentication and understands all the technical and non-technical aspects of Salesforce. With faster resolution to user queries, it improves employee experience and boosts the efficiency of in-house processes.
 

• Automating Good Customer Service Techniques

Salesforce provides numerous tools that when implemented properly can lead to higher customer engagement and conversion. A Salesforce Customer Service professional automates customer interactions related to query, order request or purchase information by setting reminders and schedules. Thus customer service agents get an instant reminder on customer response which can be followed up for query resolution or sales conversion.


In a Nutshell


To improve customer engagements and to boost user experience, it is important to have Salesforce Customer Service professionals alongside. A Customer Support expert does performance checks, automates processes, aligns departments to improve interactions, and resolves queries in a quick manner ensuring you are a step above the rest in terms of customer service.