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.

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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


EMERGING 30 – Prolocity Recognized for Stellar Growth

emerging-30-logo-designeeFor 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.

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


If you had to summarize Salesforce in just one word, what would it be?

As Salesforce partners, Prolocity is always looking for ways to enhance customer experience. This week, Prolocity asked their staff what word they would use to summarize Salesforce. The responses were overwhelmingly positive and highlight the benefits of Salesforce.

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If you had to summarize Salesforce in just one word, what would it be? I asked several colleagues this question. While they had trouble narrowing it down to just one word, the feedback was overwhelmingly positive. Here are a few highlights of the descriptions used.

Game-Changing

Game-changing – the word that came up most when I asked colleagues to summarize Salesforce. Even Salesforce competitors can’t argue with this one. Thinking back to 1998, the year before Salesforce was founded, it was the era of floppy disks and memory sticks. Businesses had to rely on local networks and needed dedicated IT staff for troubleshooting. While this was an ok to run a business, it could have been better. Salesforce recognized this and decided to change the game. They removed the need for local networks by creating a platform that can be run wherever internet is available. Salesforce also changed the game for IT staff. Instead of spending time getting a network up-and-running again or managing downtimes, IT staff can focus on improving their business’ technology. Businesses can reduce interruption thanks to Salesforce.

Scalable

Another word that came up a lot when I asked colleagues to summarize Salesforce was scalable. This one comes as no shock. Before Salesforce, entrepreneurs had to estimate their growth capacity as an upfront cost. Servers and software had to be purchased to meet the current and future business needs. If for some reason a business grew faster than anticipated, they would have to upgrade their system for an additional cost. Salesforce recognized this as a problem and wanted to create something more scalable. The current platform allows business’ to run everything in one place whether they have 1 or 1,000 employees. This allows companies the ability to startup with minimal costs and allow them to focus funds elsewhere. The Salesforce company is built for growth itself; they have a sophisticated monitoring system that allows them to anticipate growth and add expansions as needed

Innovative

The last word that my colleagues used to summarize Salesforce was innovative. This is another word that would be hard to argue. Salesforce is constantly changing and making improvements to better themselves and the business world. They innovate internally by filling gaps such as the women’s equal pay movement. Externally, they innovate by improving the platform and services they offer. Salesforce innovation efforts have caught the attention of others as they have been named one of the Most Innovative Companies by Forbes 6 years in a row.

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


Top 3 Reasons Salesforce Implementations Fail and How to Avoid Them

Top 3 Reasons Salesforce Implementations Fail and How to Avoid Them

You don’t have to look hard to see the benefits of implementing Salesforce into your business. However, even some of the most laid-out Salesforce Implementations have failed. The top three reasons Salesforce Implementations fail are usually the result of inadequate or no Salesforce training, lack of support from key players, and resistance to change. It would be tragic to spend time and money on something that ultimately doesn’t add value. Don’t fall victim to these pitfalls and make the most of your investment.

Inadequate or No Salesforce Training

The first reason Salesforce Implementations fail is due to inadequate or no Salesforce training. You wouldn’t buy a car without learning to drive; your technology should be no different. If you made the decision to spend money on implementing Salesforce, it is important to recognize that time must also be spent to get the highest possible return on investment. Training after Salesforce has been implemented is essential to utilize all possibilities available.

Lack of Support from Key Players

Not identifying a key player is the second reason a Salesforce implementation will fail. A leader needs to be established in order to manage employee accountability. All employees who will utilize Salesforce need to be present and engaged during the implementation process. Indifferent or absent employees are often less motivated to use Salesforce after implementation. Without a leader cultivating the culture that Salesforce is a one-stop application, employees may not see the value or vision added.

Resistance to Change

The third reason Salesforce Implementations fail is the result of employees not embracing the solution. One person resisting the change not only derails process improvement, but it also creates risk for corrupt data. To leverage these individuals, don’t just tell them the benefits of the changes, show them. Demonstrate the ease-of-use, efficiency, and enhancements to win them over. Seeing it first hand will help dissolve any argument for resisting the change.

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!

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