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5 Myths about Salesforce

Posted on January 12, 2017 by John McKenzie

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

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 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.

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

Salesforce Analytics Cloud Is 2015’s Next Big Platform

Posted on March 2, 2015 by Brenda Harmon

Companies are finding that their employees need to stay productive while away from their desk to keep up with things like, connecting with partners, engaging potential new leads, and taking care of business on the fly. Imagine if you were able to reach all of your analytics information from wherever you may be and whenever you need it?

Salesforce.com has launched the Salesforce Analytics Cloud, powered by Wave to achieve just that. This Analytics Cloud was built to work with or without Salesforce1 mobile app to make your CRM software more mobile. You can Measure, Group, Filter, View and Share your data with just a few finger taps on your phone, making your data work for you and not against you. Salesforce.com has developed this cloud-based mobile software to be reliable, with no hardware glitches, and allows you to send your information five times faster than the competition.

The awesomeness doesn’t stop there. Three new features to the Salesforce Analytics Cloud are expected to launch this month. The Wave Mobile Connector, Wave Mobile Dashboard, and Wave Links. The Wave Mobile Connector helps users import a raw data file and transform it into interactive visualizations that can be explored instantly. The Wave Mobile Dashboard can create analytic dashboards using any data source. The Wave Links allows you to embed links into any Salesforce record or custom objects that takes them to a specific visualization.

With all of these great new enhancements with the Salesforce Analytics Cloud, there is no more waiting until you are back at the office to run reports. Now, you will have this information right at your fingertips. Prolocity provides cloud advisory and technology services to businesses and non-profits. 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

Is Your Business Utilizing the Top 4 Cloud Computing Trends For 2015?

Posted on February 25, 2015 by Brenda Harmon

The time is now to stay ahead of the cloud computing curve. Technology is always changing and it is important to be tuned in to the latest and greatest trends. The top 4 Cloud Computing trends for 2015 are Mobile, Integrations, Analytics, and Big Data. With these tools, you can run your business on the go and no longer be forced to work behind your desk in the office.

Mobile

Businesses are finding themselves away from the desk more often and are needing to run their company on the go. It is all about improving productivity, which means being able to stay on top of things from anywhere, anytime. For example, Salesforce.com has created their Salesforce1 mobile app that allows users to manage leads, contacts, accounts, opportunities as well as have access to data from external sources directly from your phone. Cloud Computing allows you to pick up right where you left off, on any internet enabled device.

Integrations

With the emergence of cloud computing integrating software is easier than ever. Rather than operating multiple pieces of software in separate silos, you can now integrate them into one seamless solution, making work more productive and efficient than ever. With the use of robust API’s, cloud-based platforms who embrace open communication will flourish, and those who build walls around their solution will not be able to survive. Salesforce.com (#1 CRM solution on the planet), for example, embraces integration through their Force.com development platform, AppExchange Marketplace, and their open API structure.

Analytics

So you spent a bunch of money on a new whizz bang solution and you are putting all of this fantastic data into it, but what is the point if you don’t have visibility into key business metrics and data analytics?

Data analytics are essential to running your business. This trend may be the most powerful of them all, because we are finally able to easily see how our data is working for us. Salesforce.com recently released Salesforce Analytic Cloud powered by Wave. In March three new features will be added: Wave Mobile Connector, Wave Mobile Dashboard Designer, and Wave Links. These new features help users import a raw data file and transform it into interactive visualizations that can be explored instantly, create analytic dashboards using any data source, and embed links into any Salesforce record or custom object that takes them to a specific visualization. All of this can be done directly on your phone or tablet at your convenience.

Big Data

Cloud technology now allows you to take data Analytics to a whole new level. It allows you to put forth action with the data you have collected. The promise of big data is still not fully fulfilled, but is surely a trend in cloud-computing that will continue to grow. The key is to capture data at a granular level to allow for faster decision making. Analytics gives you visibility into the data. Big Data gives you predictable analytics that will allow you to take action. This tool will enable more efficient business processes and fine-tune the way that we make key business decisions.

The Top 4 Cloud Computing trends will be a big factor in your business to run effectively and efficiently and stay ahead of the game. Prolocity provides cloud advisory and technology services to businesses and non-profits. 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