Take Your Salesforce CRM to the Next Level With Desk.com Customer Support

Take your Salesforce CRM to the next level with Desk.com customer support. Desk.com is a customer support app designed for speed, ease of use, and scalability with all the support needs that a company may have. With Desk.com your company can provide customer service on every channel without ever skipping a beat. The app includes productivity tools, easy to manage knowledge base, intuitive reports and dashboards, & a cutting-edge mobile app.

The best part…you can be up and running with Desk.com in matter of minutes/hours, not weeks or months. Connect your social media, email, phone, discussion boards, etc. to Desk.com and manage multiple channels in one place. Never again do you have to worry about seeing a support issue when it’s too late. Your support team can communicate with customers in real-time on a platform that will grow with the needs of your business.

With Desk.com your customers also have the ability to self serve. Create a branded self-service site that allows customers to solve their own problems and make it easy for them to find answers or check their own case status. You also get multi-brand support so customers know right where to go for help with their specific needs. Whether you have multiple product lines or service offerings, customers always get routed to the right support. Additionally, your support team & customers will have access to Knowledge Base, so consistent & correct information is always just a couple clicks away.

Prolocity’s cloud consultants deliver strategy, design, implementation, training, and optimization services to ensure that businesses are getting the most out of the technology. Their solutions leverage the world’s #1 cloud platform, Salesforce, to deliver best-in-class solutions and accelerate success!

Salesforce

Salesforce Consultants Cincinnati

Ohio

Prolocity Technology Solutions, LLC
407 Vine Street, Suite 219
Cincinnati, Ohio 45202

Salesforce Consultants Kentucky

Kentucky

Prolocity Technology Solutions, LLC
50 E. RiverCenter Blvd., Suite 414
Covington, Kentucky 41011

 

Salesforce Introduces The Customer Success Platform

Salesforce introduces the world’s most innovative and trusted enterprise cloud, The Customer Success Platform. In a world where speed is everything, it is essential that your business run on a platform that can keep you ahead of the competition. The Customer Success Platform allows your business to connect with customers in a whole new way. Salesforce enables you to have a 1:1 relationship with leads, customers, vendors, partners, etc. from wherever and whenever.

The Customer Success Platform combines Marketing, Sales, Service, Support, Community, Analytics, & Apps so that every area of your business is connected. Salesforce is so much more than just CRM these days. By bringing all of these core processes into one enterprise cloud solution, your data is working for you…not the other way around. Rather than running software A over here, software B over there, and 4 other 3rd party applications that are completely segmented from your core software, you can now run your entire business in one place.

So what does this mean for your business? It means no more breakdowns in communication since everyone is looking at the same data, in the same place, in real time. It means a seamless handoff between departments. It means improved processes and an increase in employee productivity, because the business is always with you from any browser enabled mobile device. Most importantly, it means having an advantage over your competitors. For the first time in history, we are able to personalize that 1:1 relationship on a massive scale.

Prolocity’s cloud consultants deliver strategy, design, implementation, training, and optimization services to ensure that businesses are getting the most out of the technology. Their solutions leverage the world’s #1 cloud platform, Salesforce, to deliver best-in-class solutions and accelerate success!

Customer Success Platform

Salesforce Consultants Cincinnati

Ohio

Prolocity Technology Solutions, LLC
407 Vine Street, Suite 219
Cincinnati, Ohio 45202

Salesforce Consultants Kentucky

Kentucky

Prolocity Technology Solutions, LLC
50 E. RiverCenter Blvd., Suite 414
Covington, Kentucky 41011

 

 

Pardot for Salesforce: B2B Marketing Solution

Pardot for Salesforce is a B2B Marketing Solution that bridges the gap between marketing and sales to drive better quality leads, to help qualify those leads through lead nurturing, and then score all those activities so sales teams can prioritize the leads they are working with. Pardot’s features include CRM integration, email marketing, lead nurturing, lead scoring and grading, social posting, and ROI reporting/analytics.

With Pardot, your sales team is empowered with their own marketing machine to accelerate sales. The marketing team can push out campaigns and increase brand awareness, and the handoff to a sales rep to pick up hot leads is seamless. This is a huge differentiator for a sales team, because it drastically improves your response time. A sales rep can engage with a prospect the moment they become active! You can manage your qualified leads from anywhere, anytime with the Salesforce1 mobile app.

Pardot categorizes your leads based on the prospect’s activity score, so sales reps can focus their time where it matters most. It also allows you to send and track all one-to-one communications using pre-created templates & content, and then report on which of those templates proved to be the most effective. Say goodbye to writing emails from scratch every time you communicate with a prospect!

By combining the #1 CRM in the world, Salesforce, with the incredible marketing power of Pardot, your sales and marketing teams will be able to work together like never before.

Salesforce Pardot

Prolocity’s cloud consultants deliver strategy, design, implementation, training, and optimization services to ensure that businesses are getting the most out of the technology. Their solutions leverage the world’s #1 cloud platform, Salesforce, to deliver best-in-class solutions and accelerate success!

Pardot for Salesforce

Salesforce Consultants Cincinnati

Ohio

Prolocity Technology Solutions, LLC
407 Vine Street, Suite 219
Cincinnati, Ohio 45202

Salesforce Consultants Kentucky

Kentucky

Prolocity Technology Solutions, LLC
50 E. RiverCenter Blvd., Suite 414
Covington, Kentucky 41011

 

 

 

Find Highly Qualified Leads, Faster, With Data.com

With Data.com, businesses can quickly find highly qualified leads, faster. We all know that one of the most critical success factors in a business is lead generation/qualification. In many cases, it can be the key differentiator that a business needs to gain a competitive advantage.

Recently we decided to improve some of our own internal processes and procedures. At the top of the list, we needed to streamline our lead generation & qualification processes. Since we are a Salesforce partner, the choice was obvious. We may be a bit biased, but we believe that Data.com is the best tool on the market for prospecting and targeting new accounts. Data.com allows you to find decision makers faster and access accurate and complete B2B contacts and company profiles. Here are a few of the things that Prolocity has experienced, since moving to Data.com

Fresh, Accurate Leads. 

One of the top reasons for CRM failure…yep you guessed it, bad data. Salesforce combines the power of Dunn & Bradstreet’s accurate account data with Jigsaw’s robust functionality & contact information, so you can feel confident that you are working with the most accurate data out there.

Real-time Clean.

Data.com can deliver insight right into your Salesforce workflow. One of the most powerful features of Data.com is the Clean feature. At the top of your lead, account, & contact records in Salesforce, there is a “Clean” button that will check your record for any missing or updated data. Automated data cleansing empowers our reps to sell faster and sell smarter, with the most up-to-date information available.

Accelerated Sales Activity.

Working with data you can trust means less time running around looking for what you need and less chance for human error. Data.com helps your sales team to improve productivity & increase win rates. Now you can spend more time selling, and less time searching for your next opportunity.

Prolocity’s cloud consultants deliver strategy, design, implementation, training, and optimization services to ensure that businesses are getting the most out of the technology. Their solutions leverage the world’s #1 cloud platform, Salesforce, to deliver best-in-class solutions and accelerate success!

email_signature_blog

Salesforce Consultants Cincinnati

Ohio

Prolocity Technology Solutions, LLC
407 Vine Street, Suite 219
Cincinnati, Ohio 45202

Salesforce Consultants Kentucky

Kentucky

Prolocity Technology Solutions, LLC
50 E. RiverCenter Blvd., Suite 414
Covington, Kentucky 41011

 

 

3 Million Downloads in the Salesforce AppExchange

I am sure you have heard of the iTunes App Store, but have you heard of the Salesforce AppExchange? Today, the Salesforce AppExchange hit 3 Million Downloads, according to a blog post on Medium.com. What’s really impressive…that number only represents the amount of downloads, not the individual users across a company.

The Salesforce AppExchange is the world’s leading business app marketplace, and houses more than 2,700 pre-integrated apps that extend the power of Salesforce. Everything from Marketing, Sales, Service, ERP, HR, Payroll, Accounting, and just about every other function you can imagine, exists in the AppExchange. The most beautiful thing about the Salesforce AppExchange (in my humble opinion), is that you no longer have to try and fit every single business requirement that you have into a single out-of-the-box solution. Salesforce is the heart…and the AppExchange serves as your other vital organs.

In the old world of business software, if you had a unique functionality requirement that was not inherent to the core solution, it usually meant a huge increase in cost, time, and long-term maintenance. With the advent of App Stores, the game was changed forever. With powerful APIs and mobile-ready tools, the Salesforce1 Platform lets you easily build apps that you can sell and market on the AppExchange. By piggy-backing the world’s #1 cloud computing company, you can rest assured that these apps are flexible, reliable, and secure. Salesforce takes care of all the heavy lifting, so you can focus on solving business problems.

To give you a real-world example, I will reference a project that we recently completed for one of our customers. This particular customer had multiple departments, all working in silos with very poor internal communication & organizational efficiency. To make matters worse, they were highly dependent on Excel spreadsheets and error-prone manual processes. When we got engaged with the customer, they had already made the wise decision of implementing Salesforce, but quickly realized that their needs extended beyond the core functionality that Salesforce had to offer. To give you a point of reference, I would estimate that Salesforce alone was only going to meet about 70% of their needs. After completing a business process review session (what we coin a “Discovery“), we determined that 4 AppExchange applications were needed to bridge the gap with their total solution. This included functionality such as: high-volume document storage, proposal generation, electronic signature, & project management. In the end, the customer received a taylor-fit solution to meet their unique needs that has set the stage for long-term growth and scalability.

Prolocity is a national Salesforce Partner providing cloud advisory, implementation, and support services to businesses and non-profits. Our cloud consultants deliver strategy, design, development, implementation, training, and optimization services. www.prolocity.com

Salesforce AppExchange

Salesforce AppExchange

Salesforce Consultants Cincinnati

Ohio

Prolocity Technology Solutions, LLC
407 Vine Street, Suite 219
Cincinnati, Ohio 45202

Salesforce Consultants Kentucky

Kentucky

Prolocity Technology Solutions, LLC
50 E. RiverCenter Blvd., Suite 414
Covington, Kentucky 41011

 

 

Email Marketing Campaigns With MailChimp For Salesforce

Email marketing campaigns are one of the most useful tools for a growing business to use to reach its target audience. MailChimp is today’s #1 email marketing solution for businesses everywhere. MailChimp helps users customize, monitor, and send out marketing campaigns. By integrating MailChimp with Salesforce, you can communicate with leads from Salesforce, and track all of the important performance metrics associated with your campaign. The MailChimp for Salesforce solution helps to generate new leads and contacts, as well as manage existing, synced contacts, leads, and subscribersMailChimp then allows the user to customize their email campaign with an easy-to-use interface. The user is then presented with the option to send the email now, or at a scheduled date and time. Once your campaign has been sent, MailChimp for Salesforce also has a feature that allows users to keep track of what is being opened/clicked in target marketing campaigns, so the subscribers are narrowed down to the most qualified leads.

MailChimp for Salesforce offers list management to personalize who your campaigns will reach. When MailChimp merges contacts and lists with Salesforce, list reports become clearly organized into a page called Overview. This page gives a quick summary of average subscriber rates, unsubscriber rates, total unsubscribed and cleaned subscribers. Another report MailChimp displays, is the Campaign Performance Overview. This page shows the trends that lists have followed with each new campaign that is sent out and viewed by subscribers. This great tool enables the user to see which campaigns were the most successful and how subscribers have fluctuated over time. MailChimp for Salesforce has grown to be the #1 email marketing campaign tool to send personalized email campaigns and will continue to help businesses everywhere reach unimaginable heights.

Prolocity is a national Salesforce Partner providing cloud advisory, implementation, and support services to businesses and non-profits. Our cloud consultants deliver strategy, design, development, implementation, training, and optimization services. www.prolocity.com

MailChimp For Salesforce

Salesforce Consultants Cincinnati

Ohio

Prolocity Technology Solutions, LLC
407 Vine Street, Suite 219
Cincinnati, Ohio 45202

Salesforce Consultants Kentucky

Kentucky

Prolocity Technology Solutions, LLC
50 E. RiverCenter Blvd., Suite 414
Covington, Kentucky 41011

 

 

New Salesforce Pardot Developments Aiding In B2B Sales

Since the Salesforce Pardot partnership began roughly two years ago, sales in the business-to-business world has seen widespread success for businesses and their customers across the board. Recently, Salesforce Pardot has developed new systems to enhance the lead generation and management system and one of these new developments is Intelligent Engagement Studio, a program implementing viewable, interactive records and data. Intelligent Engagement Studio will use 100 different ‘triggers’ to help identify and narrow down the most quality leads. This will also help with getting a more detailed report on the progression of campaigns. If an email has not been viewed enough times, the program will make suggestions like making the subject line of an email shorter or to simply send emails less frequently. Another small feature of Intelligent Engagement Studio is color coding, to make reports and campaign analytics easier to view and organize.

A second feature coming to Salesforce Pardot is Sales Cloud Engage. Sales Cloud Engage will implement a mobile-friendly, real-time system that will allow salespeople to see in depth reports and results from their campaigns, add a prospect to an active campaign right from their phone, and have a more efficient relationship with their prospects throughout the sales cycle. With Salesforce Pardot, Sales Cloud Engage will enable the interactions between salespeople and their customers to become more simplified, personalized, & relevant.

Salesforce Pardot has developed more and more ways to enrich the business world and with these two new programs, Intelligent Engagement Studio and Sales Cloud Engage, that experience will continue to flourish. With Salesforce Pardot, businesses can employ seemingly limitless options to complement their salespeople and prospects. Whether its the integrated, detailed analytics of Intelligent Engagement Studio, the real-time marketing tools of Sales Cloud Engage or simply using Salesforce Pardot, each new program utilized will continue to assist businesses from every angle, making B2B relationships better than ever.

Prolocity is a national Salesforce Partner providing cloud advisory, implementation, and support services to businesses and non-profits. Our cloud consultants deliver strategy, design, development, implementation, training, and optimization services. www.prolocity.com

Salesforce Pardot

Salesforce Consultants Cincinnati

Ohio

Prolocity Technology Solutions, LLC
407 Vine Street, Suite 219
Cincinnati, Ohio 45202

Salesforce Consultants Kentucky

Kentucky

Prolocity Technology Solutions, LLC
50 E. RiverCenter Blvd., Suite 414
Covington, Kentucky 41011

 

 

CRM User Adoption Is Critical For A Successful Implementation

CRM user adoption is critical for a successful implementation of Salesforce. When thinking about successful practices in a sales driven business, it is important to fully leverage your CRM tools to achieve maximum success. Full adoption of Salesforce can not only drive sales through the roof, but can also allow clients to feel secure in knowing that their investments will be properly handled in a smart and confident manner. As more and more technological advances are made, businesses everywhere are working to adopt solutions that will keep them on the cutting edge of the cloud software revolution.

Successful user adoption of a platform such as Salesforce can best be ensured by emphasizing the innovation of the system. An outdated, non user-friendly CRM system will only hinder the process. The answer to this question is Salesforce, a customizable, dynamic, user friendly platform. Achieving universal adoption of Salesforce as a CRM can be reached by highlighting the benefits of working with a system that can cater to the individual needs of a business and its target audience, rather than just accepting quantity over quality. Salesforce enables user adoption by giving the ability to customize their CRM for that “fit like a glove” sensation that businesses strive for in order to reach their peak.

Prolocity is a national Salesforce Partner providing cloud advisory, implementation, and support services to businesses and non-profits. Our cloud consultants deliver strategy, design, development, implementation, training, and optimization services. www.prolocity.com

CRM User Adoption

Salesforce Consultants Cincinnati

Ohio

Prolocity Technology Solutions, LLC
407 Vine Street, Suite 219
Cincinnati, Ohio 45202

Salesforce Consultants Kentucky

Kentucky

Prolocity Technology Solutions, LLC
50 E. RiverCenter Blvd., Suite 414
Covington, Kentucky 41011