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


Run Your Business from Your Phone with the Salesforce1 Mobile App

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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


Increase Your Data Quality & Work Faster With GridBuddy

As cloud computing consultants, Prolocity is always looking for ways to enhance customer experience. One of the ways Prolocity accomplishes this is through the use of apps. Over the next several weeks, we will be highlighting apps Prolocity either uses internally or has implemented for actual customers. 

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The app in the spotlight this week is the Salesforce native app GridBuddy. GridBuddy allows users to get the most from their Salesforce data by bringing all relevant information into one workspace. Available on the Salesforce AppExchangeGridBuddy increases productivity, provides higher user adoption, and improves Salesforce data quality. 

Increase Productivity

The first way GridBuddy allows users to get the most from Salesforce is through increased productivity. GridBuddy enables users to create views that display relevant data in one workspace. This allows users to better utilize Salesforce as all the information they use is front and center. GridBuddy provides multi-object filters that can easily narrow data down to the exact records needed. All GridBuddy grids and views are fully customizable so you can edit or create views in no time. With GridBuddy, users no longer have to click around Salesforce to access or update the information they need. They can now spend more time actually doing their job.

Higher User Adoption

The next way GridBuddy allows users to get the most from Salesforce is through higher user adoption. GridBuddy provides a data view similar to spreadsheets. Since users are used to spreadsheets, the familiar look and feel provides users a tool that takes minimal training to learn. With this ease-of-use, users are more likely to switch over, support, and adapt to a Salesforce implementation. The only change they will likely notice is that it is even easier to use the #1 Customer Relationship Manager after adding GridBuddy. If you are looking for a way to get a better ROI through higher user adoption, GridBuddy is the solution

Improve Salesforce Data Quality

The last way GridBuddy allows users to get the most from Salesforce is through improved Salesforce data quality. GridBuddy allows users to act on multiple records at once. Similar to editing a spreadsheet, GridBuddy lets you create and edit records on a singular or batch basis. By allowing for mass data updates across many fields and objects, your data can be cleaner faster. Users no longer have to update information in several places or open records one-at-a-time. GridBuddy provides the ability to update once and be done. Think of everything you can do with better quality data.

 

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

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