Senior Salesforce Cloud Consultant/Business Systems Analyst

Senior Salesforce Cloud Consultant/Business Systems Analyst

Prolocity Cloud Solutions – Cincinnati, Ohio

$90,000 – $120,000 a year

 

Job description

This is a great opportunity for a Sr. Salesforce Business Analyst to join a leading Salesforce.com Partner in North America. This opportunity is for an individual who is looking for a fast-paced, challenging environment, where you will experience something new each day. You would be joining a group of skilled and passionate individuals working on a variety of interesting and challenging projects. With opportunity for continued growth, this is a company where you will work in a collaborative environment sharing ideas with like-minded passionate people.

Duties and Responsibilities

  • Working with clients to understand their functional and technical requirements to engineer solutions.
  • Work with Project Managers and other key stakeholders to develop and document requirements in clear, accurate, and meaningful, manner.
  • Implemen CRM projects and/or business applications based on Salesforce technologies.
  • Perform analysis and research in support of requirements definition.
  • Prepare documentation using tools such as Lucidchart, Word and Excel.
  • Perform document groom and size User Stories in Agile Management platforms such as JIRA or Rally.
  • Prepare documents such as BRD, solution diagram, use case list, process flows, functional design, wireframe, user stories, object description, training materials, and guides.
  • Aid in identifying and implementing process improvements.
  • Perform various testing and QA functions as necessary.
  • Assist or lead users acceptance testing, change management, and user training.
  • Design data migration plan and prepare data mapping.
  • Travel to client sites as necessary

Qualifications

  • Minimum of 8 years of CRM/Enterprise Software Consulting & Implementation Experience
  • 5+ Years of Experience Salesforce consultant, SAP, ORACLE and/or PEOPLESOFT
  • Experience with C-Level client relationship building and relationship management
  • 5+ years creating User Stories, Use Cases, Data Models, ERDs, and other relevant artifacts
  • Experience in solution design, database modeling, and working with technical architect
  • Ability to work in a fast pace environment and to work on multiple projects at a time
  • Excellent interpersonal, listening, oral and written communication skills
  • Experience with data querying and data mapping work

 

Education

Bachelor’s degree in Engineering, Computer Science, or similar degree preferred.

Apply now for consideration, we are scheduling interviews immediately for the right candidates. Please apply to send your resume, or call John McKenzie at (859) 240-4238.

Prolocity is helping companies take up this challenge. With industry-leading cloud and mobility consulting services, we are focused on solving real-world problems that increase revenue, improve sales pipeline, and drive down the costs of managing cloud solutions.

We help commercial and non-profit organization implement, optimize, support and ultimately realize more ROI from their cloud investments through innovation in cloud application development and deployment, accelerating time to value, thus helping them achieve quantifiable success. Start-ups to enterprise organizations, across multiple industries, look to Prolocity for the market-leading cloud resources and the expertise they need.

Prolocity is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Prolocity is also committed to compliance with all fair employment practices regarding citizenship and immigration status.

We understand the need for discretion and would welcome the opportunity to speak to any Salesforce.com candidates that are considering a new career or job either now or in the future. Confidentiality is guaranteed.

Job Type: Full-time
Salary: $90,000 to $120,000/year

 

About the Job

The Senior Cloud Consultant manages the opportunity sales process through to client delivery. The right individual will possess the ability to speak to a business audience & clearly articulate Prolocity’s value proposition and solutions offerings in client/new business scenarios and is comfortable driving deeper solution conversations, designs, and workshops during project delivery. A professional at the Senior Cloud Consultant level within Prolocity has the following responsibilities:

  • Provides solutions to complex business problems for area(s) of responsibility where analysis of situations requires knowledge of technology, industry requirements and/or business functions.
  • Able to effectively articulate solutions and discuss business problems with senior clients, positively influencing outcomes
  • Involved in setting strategic direction to establish near-term goals for area of responsibility.
  • Comfortable as a leader, guiding both clients and Prolocity to the right results
  • Has latitude in decision-making and determining objectives and approaches to critical assignments.
  • Must be able to travel up to 40%

Why join the Prolocity team?

  • Strong growth/advancement opportunities
  • Competitive compensation, with uncapped earning potential
  • Commitment to a team-centric, respectful, caring, and collaborative company culture
  • Flexible, common sense PTO/Vacation policy
  • 401(k)
  • Options for working remotely
  • Long-term commitment from leadership to establish Prolocity as one of the best places to work
  • Integrated philanthropic model – committed to giving back
  • Health Insurance HRA plan
  • Employee appreciation events & “office perks”
  • Career development, training & certification

Learn more about opportunities at Prolocity.

Getting Smart with Salesforce AI

As Salesforce partners, Prolocity is always looking for ways to enhance customer experience. This week, Prolocity is focusing on Salesforce Artificial Intelligence (AI).

keyboard

The Basics of Salesforce AI

When Terminator came out in 1984, people were terrified of the idea that machines could think like humans. While Salesforce AI is a far cry from a walking, talking robot capable of destroying cities, it does share the similar concept that machines are capable of thinking like humans. The technology making AI possible is called machine learning. Machine learning strives to make our lives easier by performing tasks such as reasoning, planning, learning, and understanding language. Anyone who uses a smartphone or device has likely already experienced AI. Some examples are:  using Siri or “Ok Google” to asks requests, getting photo tag recommendations from Facebook, or getting recommendations after making a purchase on Amazon.

How machine learning plays into Salesforce AI

At the heart of AI is machine learning. The idea of machine learning is that computers can learn from data with minimal programming by detecting patterns. Since most customers provide their data, they expect businesses to tailor his or her experience around the information they already know. There are three main aspects of machine learning that play into Salesforce AI:  predictive scoring, forecasting, and recommendations. Predictive scoring allows Salesforce AI  to provide deeper metrics about whether a lead will or won’t convert. Forecasting predicts whether your sales team is on track to meet quotas. Salesforce AI can also provide recommendations for products as well as services to optimize chances of closing a deal.

Bring Salesforce AI to your business

With all of the ways Salesforce AI can enhance your business, bringing Salesforce AI to your sales, service, and marketing is an easy decision. When it comes to sales, Salesforce AI can analyze information from email or calendars to recommend the ideal email response to keep a deal moving. Additionally, Salesforce AI can anticipate opportunities and know what a customer might need before they do. As for service, Salesforce AI can automatically classify cases and route them where they need to go for faster processing. Also, AI is proactive in anticipating cases; this allows you to  resolve issues before actually arise. Finally, marketing can be enhanced by predicting the likelihood of a customer to open an email, subscribe to a newsletter, or make a purchase.

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! Prolocity Cloud Solutions serves the Northern Kentucky and Cincinnati area locally and also provides Salesforce implementation and Salesforce training services nationally through the use of cloud technology.

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


5 Myths about Salesforce

As Salesforce partners, Prolocity is always looking for ways to enhance customer experience. This week, Prolocity is debunking 5 myths about Salesforce.

Foggy Mist Forest Trees

Myth 1: Salesforce is only for tracking Sales

It’s no secret that Salesforce started as a Customer Relationship Manager for Sales staff. However, since its inception in 1999, Salesforce has evolved to a comprehensive platform that can manage any aspect of a business.

Myth 2: Salesforce can’t support the needs of my industry

A common misconception is that Salesforce is only good for Sales or Service Industries. However, this simply isn’t the case. Salesforce has expanded offerings to include focused industries such as:  Financial Services, Healthcare & Life Sciences, Retail, Manufacturing, Communications, Media, Government, Automotive, Higher Education, and Nonprofit.

Myth 3: My business process is too unique for Salesforce

Its an understatement to say that no two businesses are ran the exact same way. Salesforce recognized the need for an adaptability early on and created a completely customizable platform. Taking it a step further, Salesforce created the AppExchange which lets you search for apps to further customize the platform to your needs.

Myth 4: You have to know a lot about technology to use Salesforce

When Salesforce started, one of the main goals was to let customers/users be able to edit their system. They recognized the skill needed to run most business software and decided to create something new. What used to take years to learn can now be learned in months.

Myth 5: It will require a lot of money to get started using Salesforce

Unlike other products, Salesforce targets all business sizes and is made to be scalable. They have several editions of the platform that start at only $25.00/per user/per month.

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! Prolocity Cloud Solutions serves the Northern Kentucky and Cincinnati area locally and also provides Salesforce implementation and Salesforce training services nationally through the use of cloud technology.

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


During the Season of Giving, Give Back with Pledge 1%

As Salesforce partners, Prolocity is always looking for ways to enhance the customer experience. This week, Prolocity is focusing on Pledge 1%. Pledge 1% is a movement encouraging companies to cultivate a culture of giving back. Several companies have already taken the pledge such as Salesforce and SPCA. Pledge 1% asks companies to donate 1% of equity, product, and/or time.

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1% Equity

One of the ways you can donate through Pledge 1% is by pledging 1% of equity. Pledge 1% encourages companies to donate equity to any organization of their choosing. They make it as easy as filling out an allocation form that allows Pledge 1% to pass along 100% of the cash value of the equity or profit allocated to the nonprofit chosen. The allocation It can be changed at any time and Pledge 1% will provide ideas of nonprofits in your community. To provide an example, Salesforce uses 1% of founding stock to offer grants focused on technology innovation in nonprofits and development programs.

1% Product

Another way you can give back through Pledge 1% is by pledging 1% of product. Whether this means a physical product or service your company provides, the idea is to provide the product for free or at a deeply discounted rate to nonprofits. There are a multitude of ways that products can be donated. For example, Salesforce facilitates the donation of up to 10 licenses per company through their foundation to nonprofit organizations. This means that 10 users can use Salesforce for free, no strings attached. A simple application is all that is needed to get started in the program.

1% Time

The last way you can donate through Pledge 1% is by pledging 1% of time. By implementing and promoting a Volunteer Time Off (VTO) policy at your company, you can encourage employees to donate time giving back to the community. Several companies use a blended approach of offering both corporate and non-corporate volunteer days. This helps foster a giving culture by allowing employees to donate corporate time to support a cause they are passionate about. Some companies even offer programs that match employee volunteer efforts with corporate dollars. As an example, Salesforce employees are awarded 6 paid days of volunteer time to use over the course of a year.

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! Prolocity Cloud Solutions serves the Northern Kentucky and Cincinnati area locally and also provides Salesforce implementation and Salesforce training services nationally through the use of cloud technology.

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


Survive the Holidays Even with a Full Plate at Work

As Salesforce partners, Prolocity is always looking for ways to enhance customer experience. This week, Prolocity is focusing on how to survive the holidays with a full plate of work. By using one or more of the featured apps below, you can proactively get things done and work smarter, not harder.

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With the holidays quickly approaching, you may be stressing about getting things done. It seems that everyone has the same mentality this time of year, to get as much done as possible before the holidays hit. Before the requests come pouring in and your inbox is swamped, utilize these practices to survive the holidays even with a full plate.

Keep Up with Social Media

It’s no secret that social media drives business and is a necessary part of the average company. However, it is usually one of the first things to get neglected when work piles on. If there was a way to keep up with social media without logging in Facebook, Twitter, and Instagram on a daily basis, it would be a lifesaver. Luckily, such a way exists with social media management tools such as Salesforce Pardot and Buffer. Both Salesforce Pardot and Buffer allow you to plan posts in advance by linking to your social media pages. Once posts are planned, these social media management tools post on your behalf without having to login. Not only does this save time, but it is an easier way to keep up with social media.

Stay on top of Marketing Campaigns

Most businesses rely heavily on marketing to drive new deals and keep customers up-to-date with promotions and updates. Since marketing requires planning and expertise to “hit the mark,” it would be beneficial if campaigns and promotions could be planned in advance to reduce anxiety when things get busy. Fortunately, both Salesforce Pardot and MailChimp can remedy this problem. Both applications allow you to create contact lists that will receive custom emails from your company. Like the social media management applications, they can also be created as far in advance as needed. By completing more detail-oriented work ahead of time, you can stay on top of the marketing campaigns. 

Avoid Communication Missteps

If you have ever had an important email not get the attention it needs because you were out of office, you know the importance of avoiding communication missteps. As luck would have it, there are tools available to help you avoid common pitfalls. These tools include setting an early out of office responder, including time off in your email signature, and creating rules for forwarding emails while you are out. In certain email systems, you can set an out of office notification as far in advance as you like. This allows you to set up a clear, detailed response now instead of last minute. Including time off in your email signature provides notice in advance to your clients and colleagues when you will be unavailable. If you create special rules for forwarding emails, you can dictate emails marked as urgent, immediate, or ASAP to forward to another colleague to action.  

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! Prolocity Cloud Solutions serves the Northern Kentucky and Cincinnati area locally and also provides Salesforce implementation and Salesforce training services nationally through the use of cloud technology.

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


EMERGING 30 – Prolocity Recognized for Stellar Growth

emerging-30-logo-designeeFor the second year in a row, Prolocity Cloud Solutions was recognized by the Northern Kentucky Chamber of Commerce as one of the region’s fastest growing businesses. To qualify for this recognition, companies must have achieved at least $250,000 in revenue, been in business for four years, and have an average annual growth of 15% or more over the past three years. This year’s designees were recognized at the Northern Kentucky Chamber’s Emerging 30 Celebration Presented by Strauss Troy on October 20th. The NKY Chamber of Commerce reserves this prestigious award to those they feel are reaching new heights and are contributing to a vibrant community.

Reaching New Heights

Since receiving the Emerging 30 award last year, Prolocity Cloud Solutions has looked for even more ways to reach new heights. By focusing on enhancing the customer experience, Prolocity has widened their reach and found new ways to make Salesforce even more attainable for businesses.  The average business notes 3 main hurdles for implementing Salesforce:  training, time, and money. As Salesforce partners, Prolocity recognized these issues and provides achievable solutions. Prolocity offers virtual training tailored to client needs, a QuickStart program that can be implemented within 2 weeks, and a financing option to make the process even more affordable.

Contributing to a Vibrant Community

Prolocity Cloud Solutions also recognizes the importance of technology on the community. As the technology field is ever changing, so is the education to prepare the business leaders of tomorrow. Prolocity recognizes this and actively engages with several local organizations to help re-build education programs in the technology field. Additionally, Prolocity has launched an internship program to help college seniors and recent graduates gain on-the-job training.

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! Prolocity Cloud Solutions serves the Northern Kentucky and Cincinnati area locally and also provides Salesforce implementation and Salesforce training services nationally through the use of cloud technology.

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


If you had to summarize Salesforce in just one word, what would it be?

As Salesforce partners, Prolocity is always looking for ways to enhance customer experience. This week, Prolocity asked their staff what word they would use to summarize Salesforce. The responses were overwhelmingly positive and highlight the benefits of Salesforce.

pen-idea-bulb-paper-medium

If you had to summarize Salesforce in just one word, what would it be? I asked several colleagues this question. While they had trouble narrowing it down to just one word, the feedback was overwhelmingly positive. Here are a few highlights of the descriptions used.

Game-Changing

Game-changing – the word that came up most when I asked colleagues to summarize Salesforce. Even Salesforce competitors can’t argue with this one. Thinking back to 1998, the year before Salesforce was founded, it was the era of floppy disks and memory sticks. Businesses had to rely on local networks and needed dedicated IT staff for troubleshooting. While this was an ok to run a business, it could have been better. Salesforce recognized this and decided to change the game. They removed the need for local networks by creating a platform that can be run wherever internet is available. Salesforce also changed the game for IT staff. Instead of spending time getting a network up-and-running again or managing downtimes, IT staff can focus on improving their business’ technology. Businesses can reduce interruption thanks to Salesforce.

Scalable

Another word that came up a lot when I asked colleagues to summarize Salesforce was scalable. This one comes as no shock. Before Salesforce, entrepreneurs had to estimate their growth capacity as an upfront cost. Servers and software had to be purchased to meet the current and future business needs. If for some reason a business grew faster than anticipated, they would have to upgrade their system for an additional cost. Salesforce recognized this as a problem and wanted to create something more scalable. The current platform allows business’ to run everything in one place whether they have 1 or 1,000 employees. This allows companies the ability to startup with minimal costs and allow them to focus funds elsewhere. The Salesforce company is built for growth itself; they have a sophisticated monitoring system that allows them to anticipate growth and add expansions as needed

Innovative

The last word that my colleagues used to summarize Salesforce was innovative. This is another word that would be hard to argue. Salesforce is constantly changing and making improvements to better themselves and the business world. They innovate internally by filling gaps such as the women’s equal pay movement. Externally, they innovate by improving the platform and services they offer. Salesforce innovation efforts have caught the attention of others as they have been named one of the Most Innovative Companies by Forbes 6 years in a row.

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! Prolocity Cloud Solutions serves the Northern Kentucky and Cincinnati area locally and also provides Salesforce implementation and Salesforce training services nationally through the use of cloud technology.

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


Improve Your Brain Power on National Train Your Brain Day

As Salesforce partners, Prolocity is always looking for ways to enhance customer experience. This week, Prolocity is focusing on improving your brain power for National Train Your Brain Day.


pexels-photo-medium

 

Today is National Train your Brain Day. Here are a few ways you can use Salesforce to help you improve your brain power.

1. Connect with Colleagues

Several studies indicate that social connections such as catching up with friends and colleagues can reduce the chances of developing dementia. Salesforce makes it easy to stay connected with Salesforce Chatter. Chatter provides a live feed and groups that allow employees to socialize and stay up-to-date no matter where they are located.

2. Consider a New Interface

If you haven’t heard, Salesforce redesigned its classic user interface to bring us a faster, more attractive version–Salesforce Lightning. If you haven’t made the switch yet, today is the day to test drive the new interface. Salesforce Lightning aims to provide a seamless experience and integrates with apps for easy customization.

3. Learn Something New

Salesforce hosts a Demo Jam every month on the third Thursday. This series not only teaches you about new applications you could be using–but gives you a chance to win a gift card just for participating.


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! Prolocity Cloud Solutions serves the Northern Kentucky and Cincinnati area locally and also provides Salesforce implementation and Salesforce training services nationally through the use of cloud technology.

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


Run Your Business from Your Phone with the Salesforce1 Mobile App

telephone-mobile-to-call-attainable-40552

As cloud computing consultants, Prolocity is always looking for ways to enhance customer experience. This week, Prolocity is focusing on the Salesforce1 mobile app. The Salesforce1 mobile app allows you to run your business virtually. The Salesforce1 mobile app allows you to stay connected by managing your day, managing your sales, and accessing your information.

Manage Your Day

The Salesforce1 mobile app keeps you connected by helping you manage your day. With the ability to view your scheduled events, you can access a daily summary within seconds. The Salesforce1 mobile app directly links to contacts and accounts to keep you organized and provide a high ease-of-use. The app includes a notes feature that allows you to jot down items immediately after meeting. 

Manage Your Sales

The Salesforce1 mobile app allows you to close deals faster by managing your sales from your phone. Opportunity creation, approvals, and sales tasks can be updated without having to log on to a computer. This flexibility lets you move faster as information can be communicated faster to the rest of your company. The Salesforce1 mobile app helps you stay in the loop on your account updates by sending notifications straight to your phone.

Access Your Information

The Salesforce1 mobile app brings your Salesforce information to you front and center no matter you go. You can get a picture of how your business is doing with live updates and feed changes. The app increases accessibility by displaying your custom list views, custom objects, and apps on your phone. Not only does this allow you to work faster, but it allows you to work smarter. The Salesforce1 mobile app gives you the ability to review metrics and make informed decisions even when on-the-go.

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! Prolocity Cloud Solutions serves Northern Kentucky/Greater Cincinnati and provides Salesforce implementation and Salesforce training services nationally through the use of cloud technology.

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


Are you lacking these 3 key Salesforce features?

As cloud computing consultants, Prolocity is always looking for ways to enhance customer experience. This week, Prolocity is focusing to focus on 3 key Salesforce features your business should be using. The abilities of Salesforce are notably impressive, but if you aren’t using these 3 key Salesforce features, you could be missing out on useful capabilities of the platform.

3-keys

Key 1:  Web-to-Lead

The first key Salesforce feature you should be using is Web-to-Lead. Web-to-lead allows a lead to be created from a form submitted through a company web page. Imagine the following scenario:  A visitor submits an inquiry through the Contact Us page that generates an email to your company. Whomever received the email uploads the lead into Salesforce. While this isn’t a bad process, it certainly isn’t scalable. Web-to-lead introduces a better way. By using web-to-lead, extra functionality is added that can automatically create a lead in Salesforce once a form is submitted. Additionally, web-to-lead can also redirect the visitor to another web page with a “Thank you” or “Next Steps” message. This functionality not only improves process flow, but can improve the customer experience.

Key 2:  Email Integration

The second key Salesforce feature you should be using is Email Integration. Email integration can be synced to Salesforce from Gmail or Microsoft Outlook. Synchronization between Salesforce and email removes the need to flip-flop between two screens and saves time. Time spent looking up, copying, and pasting the contact is eliminated by sending emails straight from Salesforce. Another bonus with this key Salesforce feature is that branded email templates can be built and used from Salesforce.

Key 3:  File Sync and Share

The third key Salesforce feature you should be using is File Sync and Share. File sync and share allows users to share and collaborate on files in real time on any device. Users can be notified when a new version is uploaded, maintain sharing settings, and use drag-and-drop technology with this key Salesforce feature. Not only does this improve efficiency, it can also improve the time it takes to find files. File sync and share puts all files in one location and uses filters to drill down and find the file you are looking for.

 
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! Prolocity Cloud Solutions serves the Northern Kentucky/Greater Cincinnati area locally and also provides Salesforce implementation and Salesforce training services nationally through the use of cloud technology.

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