Blog Archives

3 New Features Available When You Switch to Salesforce Lightning

Posted by Chris McMahon On January 15, 2016 at 5:11 pm | Comments Closed

The new user interface, Salesforce Lightning delivers a modern approach and increases outlook capabilities. There are three new features that provide a quick overview on the Salesforce homescreen:  quarterly performance, account insights, and assistant. These new features put the most important information front and center without you having to do anything except login.

Quarterly Performance

The first feature generating excitement for the customer success platform is quarterly performance. Quarterly performance provides a snapshot of the company’s activity for users right on their homescreen. The enhancement integrates data straight from Salesforce and is customizable to display sales goals by teams or individuals. Quarterly performance removes the need to pull a report or even click on a dashboard to see how everyone is performing, the information is now at your fingertips as soon as you login.

Account Insights

Another feature that is catching quite a bit of attention is account insights. Account insights links relevant articles about your top accounts on the homescreen. The insight feature tracks information about your top accounts in Salesforce by identifying the biggest open opportunities. Account insights then searches the internet for articles pertaining the the account. Not only does this allow for increased knowledge about the companies you are working with, but it also fosters a deeper customer relationship. With up-to-date news articles displaying right after login, you will never be the last to know about important changes in your customers businesses.

Assistant

The other feature rolled out in the modern user interface is Assistant. Assistant explores new possibilities with managing Salesforce tasks. Assistant improves tasks by bringing the most important open actions right on the home screen. Any item needing attention or nurturing is brought to the assistant section such as:  open tasks, new leads, or opportunities with no action. The assistant is readily organized with tasks displayed in order of importance:  tasks that are overdue, tasks due today, leads assigned to you today, opportunities with overdue tasks, opportunities with no activity in 30 days, opportunities with no open activity. Now you never have to miss a deadline again.

 

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!

https://www.youtube.com/watch?v=cWmsR__LYyg

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

Pardot for Salesforce: B2B Marketing Solution

Posted by Matt Farano On May 26, 2015 at 8:15 pm | Comments Closed

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