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Are you lacking these 3 key Salesforce features?

Posted on September 9, 2016 by John McKenzie

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.

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 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 on May 26, 2015 by Matt Farano

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 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

Posted on May 13, 2015 by Matt Farano

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.

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

Posted on April 28, 2015 by Matt Farano

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 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

Posted on April 7, 2015 by Matt Farano

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.

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

Let the Sales Cloud Empower You!

Posted on March 23, 2015 by Brenda Harmon

The Sales Cloud empowers companies who are growing rapidly and need solutions to handle growth seamlessly and with stability, especially around the sales cycle. The Sales Cloud helps companies by providing technology that will keep up with those needs such as accelerating the sales cycle, increasing win rates, and improving productivity in a seamless and efficient manner. The inability to keep up with rapid changes in the sales market could be extremely detrimental to the sales team and the entire company. Sales success is possible and easily achievable with Salesforce. Salesforce is the #1 CRM solution for sales force automation, making the business information you need most, available at your fingertips in real time. Working from the Saleforce Sales Cloud you will be connected to your data from anywhere, anytime, and the stability is superb. They have a 99.9% up-time record and have held this record for years. The Salesforce platform ensures continuous availability so that your company never skips a beat.

Nothing should hinder your sales momentum and Salesforce will be the wind beneath your wings. Your sales team will soar with the Salesforce Sales Cloud without the strings of maintaining software, hardware, data backups, updates etc. Salesforce‘s goal, and our goal, is to help your business and your employees to be as efficient and productive as possible. The wonderful company I work for, Prolocity, provides cloud advisory and technology services to businesses and nonprofits. Our cloud consultants deliver strategy, design, implementation, training and optimization services.

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