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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

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

Posted on December 15, 2016 by John McKenzie

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.

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.

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

Posted on November 11, 2016 by John McKenzie

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.

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.

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

Posted on October 28, 2016 by John McKenzie

For 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.

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

Posted on September 15, 2016 by John McKenzie

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 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

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