Boosting Efficiency With Salesforce Implementation Partners

Salesforce with rich functionalities, tools, and ever-evolving systems has been a go-to choice for businesses looking to improve their customer interactions and streamline the otherwise scattered processes. While Salesforce is easier to use, quite flexible and above all a highly reliable platform, still implementing Salesforce can be a daunting task for an organization.

However, with Salesforce Implementation Partners, businesses do not have to worry about implementation challenges of data migration, substandard process setup, and inefficient workflow. Salesforce Implementation Companies take care of all the implementation, conformation and deployment needs ensuring a full-fledged implementation.

Following reasons show how Salesforce Implementation Partners assist businesses in achieving a high efficient ecosystem:

1. Development As Per Business Needs

While installing Salesforce you may realize that the default setup is not suitable to your business needs and hence requires custom development. Salesforce Implementation Partners analyze the requirements and accordingly setup processes, add dashboards, integrate other third-party apps ensuring you of a full-fledged development.

2. Help You Manage and Capitalize

In order to get better results from Salesforce, it is important to keep it updated at all times. To keep Salesforce updated, Salesforce Implementation Partners manage business processes with the help of an admin or a consultant that carries out custom changes. An implementation partner thus develops a roadmap for the future by making important adjustments in your Salesforce.

3. Training and Support

Simply onboarding your employees on a new integrated system may result in low efficiency unless you have made a Salesforce user adoption plan prior to implementation. Salesforce Implementation Partners know the level of training and support your employees would need to get onboard and accordingly give training to the users. Moreover, Salesforce Implementation partners manage business processes and resolve users queries in a fast and effective manner.

Pulling Up All Together
Whether you are looking to implement a new Salesforce Cloud in your existing CRM or are migrating to Salesforce leaving your legacy systems, the support of an implementation partner is vital for success. Salesforce Implementation Partners analyze business needs and make an implementation plan ensuring businesses of high user adoption, improved collaboration and enhanced efficiency resulting in a high ROI.

Salesforce Database Administrator – Roles and Responsibilities Covered

The salesforce database administrator is the one to lead the current ongoing procedure of developing the Salesforce.com deployment. A successful candidate will have a record of success to improve processes and then adopting the same. The main role of the administrator over here is to work closely with the organizational units, functional leaders and subject matter experts for identifying and developing new business processes.

The services will include marketing, fundraising, outreach and even dealing with the core program business procedures. The role is partly that of the technical project manager and part as administrator and Salesforce analyst. The administrator is the one to hold responsible for providing daily support, configuration, maintenance and even improvement of the CRM platform.

Roles and responsibilities as played:

Before you end up hiring one Salesforce Database Administrator, it is mandatory for you to know more about the major roles and responsibilities played by the individual. It will help you to hire the best one among the lot.

• The expert is the one to serve as primary system administrator for the Salesforce environment with end numbers of users.
• They are the one to handle all kinds of basic administrative functions, which will include user account reports, maintenance and dashboards, workflow with some of the other routine tasks.
• The professional over here is the one to provide complete regular form of internal system audits and get to prepare for the upgrades.
• The salesforce system administratoris the one to manage the data feeds and some of the other integrations from Salesforce. He is the one to coordinate the scope, evaluation and completion of some of the new development requests.
• He is well-trained to work with the institutional management team to establish major procedures for supporting development, administrative and changing the management activities.

Help in assisting and more:

You can hire the best salesforce system administrator for your company to assist in training of the new users in this regard. It helps in growing the Salesforce skill sets across the firms. It can actually work in an effective manner as liaison between the vendors, users and even the application development teams.

The Criticality of Salesforce Support and Maintenance For Your Organization

Salesforce implementation requires a large monetary investment. After the initial credit burnout, many businesses with Salesforce think that they are more than capable of managing solutions on their own. However, soon after they onboarded professionals with limited platform knowledge, they realize it is a tough task. 

For most business executives, Salesforce is just too complex to understand, while for others it demands consistent maintenance which requires deep platform knowledge. Despite having everything to manage, optimize, and build, the truth is that you do need Salesforce support to make the best use of its vast capabilities.

To reap the true potential of your Salesforce CRM, you need credible support and maintenance support post-deployment. Here are some of the reasons why every business with Salesforce must continue support for Salesforce solutions:

1. To Keep Up With Evolving Technology

Salesforce rolls out updates three times every year. However, not a lot of businesses make the best use of the latest upgrades and feature additions mentioned in the release notes. To keep CRM up and running & ensure value additions, you must add these updates from time to time. Availing Salesforce support services allow you to bridge gaps in your business practice and execute all the required changes be it any update or component customization so that you make the best use of platform features.

2. Facilitate On-Demand Changes in the CRM

To keep up with your organization’s growing needs, you have to make periodic changes and sometimes critical ones. Having Salesforce support professionals allow you to make incremental changes on-demand be it from licensing aspect or resource aspect. You can hire support professionals on-demand and scale your CRM needs whenever you think there is a need for them. 

3. Training and User Management For Better Usage

Lack of adoption is a serious issue that affects user performance and efficiency. If you are experiencing any of it, it is time you align an experienced Salesforce support for your business. Support professionals will train your users and effectively resolve any issues that they encounter daily. With round-the-clock support and effective training, you should be able to improve adoption rate and user efficacy levels.

4. Strategic Integration of On-Premise/Cloud Solutions

Most teams rely on multiple apps and data sources from where data is pushed/pulled into Salesforce. These external systems may not necessarily get integrated into Salesforce due to a lack of APIs or coding complexity. With remote Salesforce support, you don’t have to worry about data silos or lack of system communication. Support professionals can readily align you with developers who can help you integrate on-premise/cloud apps with Salesforce through app exchange apps, APIs, Web Services, CTIs, and add-ons.

5. On-Demand Support Irrespective of Time Zones

Salesforce support partners are available on-shore and off-shore. While many of them provide time-bound services, there are firms like us that provide 24/7 support through emails, chats, and calls. When you have a dedicated support partner who is available on-demand, you need not worry about patch fixing or the required troubleshooting. Support professionals like us work tirelessly to fix issues about the decline in your system performance.

6. Migrate Data Seamlessly Without Risks

Businesses rely on external data sources for information gathering/sharing. These data sources can be cloud apps or on-premise systems. While cloud solutions are secure, traditional systems lack security protocols and offer less data storage. Because of their vulnerability and lack of storage, you often have to switch to cloud platforms like Salesforce. Having Salesforce support onboard allows you to migrate seamlessly without worrying about data loss or migration failure.

Bottomline

Ongoing support and maintenance are crucial to reap better results from your Salesforce CRM. While it may add up costs, the impact will be much larger and futuristic. However, if cost is a big concern for you, we suggest availing of Salesforce support services under flexible contracts. Support partners like us offer fast response services that can help you deal with administration and maintenance issues in the best possible manner.

Damco Group is a Salesforce Consulting Company offering cost-efficient and best-in-class support services to global clients. Our two-decade-long experience on on-premise and cloud systems allows us to be proactive in service disbursal for Salesforce solutions.

The Vitality of Salesforce Development Services for Your Business

Salesforce CRM is the first preference of 20 percent of businesses globally. Having the world’s best SaaS solution in your organizational ecosystem can give you significant advantages in customer management, marketing, sales, and other core business areas. From AI-powered recommendations to high-level automation, easy integration to drag-drop development, there are numerous features and capabilities most of which are not fully optimized by most business users.

To realize the maximum value out of your Salesforce license, you need ongoing development assistance. Salesforce Development Partners can help you in app development, integration, migration, periodic app development, API development, and everything else— keeping you up-to-date and ahead of the curve. There are many reasons why you may need development support for your Salesforce license. 

In this blog, we have highlighted three of the most commons ones for your consideration:

1. You Can Customize and Implement Apps Strategically

Instead of bombarding Salesforce features, you want your applications to be user-friendly and easily navigable. When you hire Salesforce Development Partners, you have experts who understand workflow, process, configuration requirements, goals, etc. Since everything from app design to workflow automation is strategically done, your solution is in line with expected goals enabling you to realize maximum business potential. 

2. Optimum use of Available License Cost and Features

A large number of businesses that use Salesforce complaint of sub-optimal performance post-implementation. This usually happens due to a lack of license optimization strategy. Salesforce Development Services of registered partners can help you find gaps in the process and make amends for optimum license usage. As a leading Salesforce Development Company in the USA, we would suggest business executives develop a sustainable license optimization strategy that focuses on gap analysis and cost maximization. 

3. Integrate the Right AppExchange Solution with Salesforce 

There are numerous Salesforce compatible apps and software listed on AppExchange, however, not all are best suited for your business needs. Salesforce Development Partners in the USA know what’s best for your business and accordingly, they suggest apps and platforms for integration. Salesforce Development Services providers like us use multiple iPaaS like Mulesoft, Jitterbit, Informatica, etc to integrate and customize solutions in a fast-paced manner. 

Conclusion

Besides strategic app development, AppExchange integration, and license optimization, Salesforce Development Services are accessed for training, maintenance, and many other business purposes. Depending on your data needs and organizational goals, you can choose the level of development support from your nearest development partner. At Damco, we have enabled hundreds of businesses to effectively implement, administer, and maintain solutions on the Salesforce platform, and will be glad to facilitate your development needs.

Damco Group is one of the leading Salesforce Development Partners in the USA and Asia-Pacific regions with over two-decade of experience in imparting IT Services and Solutions to businesses across different industry sectors. We have a highly efficient team of certified Salesforce Developers, Product Consultants, Administrators, and Architects that has delivered over 75 projects.

6 Trailblazing Tips to Select the Best CRM for Nonprofits

Are you still relying on ‘Excel Sheets’ to store and manage donor data? If that’s the case, then you must already be experiencing the limited capabilities of this data management method. Excel spreadsheets are good for startups, however, they are difficult to manage, track, and continue with large constituents and data sets. Manual errors, limited analytics/visualization, and unfortunate data loss constantly worry the mind of most non-profit organizations that use spreadsheets or traditional CRMs.

To meet fundraising goals and have limitless donation management, organizations need a specialized solution for Nonprofits that offers all the necessary tools: smart analytics, dynamic dashboards, visualization, automation workflows, low-code customization, etc. Apart from these capabilities, multiple fundraising options, payment methods, and easy donor list segmentation features are some of the features you would need in a nonprofit CRM. 

While there are hundreds of solutions available online, how do you select the right one for your organization? In this blog, we have 6 crucial points that will help you make a well-concerted decision for donation management software. So without further ado, let’s jump straight in!

1. Discuss With Key Stakeholders 

A nonprofit CRM will be a significant investment for your organization and to reap the best ROI post-implementation, you need to have an effective strategy in place. Before you engage with a CRM partner, highlight your performance gaps and expectations by engaging with all important business stakeholders. To make an effective strategy:

1. Ask staff members from different departments about their wishlist and migration/integration needs.
2. Which fundraising activities need automation and which need customization?
3. Check if your budget will be sufficient to manage implementation and maintenance costs.
4. Check if the functionalities (list segmentation, payment methods, and more) in the software will match your fundraising needs.

2. Decide the Number of Staffers You Will Need

The more CRM users you will have, the more licenses you will need to buy from your CRM vendor. Most CRM vendors put a cap on the number of users who can access a CRM. So if you have a team of 20 members, you can look for a package where the cap is up to 20 or more users. Once you determine the number of staffers you will need for effective operations management, you can easily select a solution that matches your users and budgetary needs.

3. The Number of Constituents You Want to Store In

Along with staff members, you should also think about the number of constituents you can store in your CRM. In general, the higher constituents you can store, the higher the license cost will be. Before you buy-in, in a license, do keep note of your constituents. Remember that:

1. Constituents are not just donors but also volunteers, members, corporate sponsors, service recipients, and everyone else involved in your mission. 
2. Your donor management software will have lots of irrelevant constituents who do not add up to your cause. Prefer deleting records that have not contributed in the past 2-to 3 years.
3. Prefer a CRM that allows you a much higher number of profiles than you currently have. With this, you can ensure, it will be able to facilitate your future needs.

4. Built-In Features and Integration Capability

Features of one Donor Management Software will differ from another. Some will have strong AI-analytics capabilities, others will have better data visualization. As the developer of Salesforce-powered solution i.e. NonProfit Navigator, we encourage organizations to consider Salesforce custom or AppExchange solutions. Salesforce solutions offer better built-in features than most CRM vendors. Custom dashboards, data visualization, AI-Analytics, Automation workflows, Easy integration with third-party solutions are some of the capabilities to look at in nonprofit CRM Software.

5. Evaluate Your Communication Requirements

Superior communication sets the foundation of long-lasting relationships. To secure recurring donations from constituents, Nonprofit organizations need an effective communication strategy. While one solution may allow you to send emails directly from the platform, others may require using an outside tool to ensure direct engagement. While most advanced CRMs offer features that allow you to run campaigns, send emails, manage social media channels, and everything else from a centralized interface, it is best to understand how the communication capabilities of a solution stack up to your needs. 

6. Focus on CRM Compatibility and Support

While selecting a nonprofit CRM, you should also think about its compatibility and support. Understand that some solutions will be more compatible with your current data management systems while others will be hardly compatible. Additionally, you will need ongoing support and initial training for CRM usage. For training, administration, or support assistance, you can hire reputed IT Services companies. With on-demand support, you can address issues and remove potential bottlenecks in CRM functioning. 

Conclusion

A Nonprofit CRM Software can help organizations bridge the gaps in fundraising and ensure the best use of data on digital channels. With so many options to choose from, Nonprofits should choose a solution that offers the best built-in features, easy integration with third-party solutions, and maximum constituent storage capabilities. Additionally, look for a solution that is easily customizable and compatible with multiple platforms. To maximize implementation outcomes, Nonprofits should involve all stakeholders including business executives, solution developers, and team members, and execute a CRM strategy that helps in realizing fundraising goals.

Damco Group is a leading IT Services and Solutions Partner with over 25+ years of experience in implementing, administering, and maintaining tech-integrated solutions on various platforms and frameworks. Check out our in-house developed NonProfit CRM Software “NonProfit Navigator” with best-in-class fundraising management features.

How to Shortlist & Hire the Best Salesforce Developers for Your Project?

The role of a developer is critical to the success of your Salesforce project. A Salesforce developer carries out implementation, integration, customization, and maintenance in a strategic manner — bridging gaps in workflow and driving business towards greater productivity goals.

While developers are essential to customize and innovate Salesforce offerings, making a hiring decision can be difficult for most firms especially when there are low-budget lucrative offers available everywhere. To ensure successful Salesforce implementations, a business needs developers with prior experience in developing/maintaining diversified Salesforce projects.

In this blog, we have highlighted the most crucial aspects to hire Salesforce developers. We hope this will help you make a well-concerted hiring decision when you plan to onboard developers to your Salesforce project.

1. Lay Emphasis On Their Programming Skills 

Before you avail of Salesforce professional services, check the skill and tech-acumen of developers. Ensure that the developers you are hiring possess working knowledge of MVC style designing, OOPS, JQuery, SQL, Lightning framework, and data management concepts. To check their problem-solving capability, you can ask to discuss your ongoing challenges at work and see their response/approach to those problems.

2. Communication Skills are Equally Important

A Salesforce developer works alongside tech architects, administrators, consultants, and client teams for better project execution/functioning. To work efficiently in a group, developers must have sound communication skills, the lack of which can cause confusion and delay. Make sure the developers you are onboarding on your project can discuss project updates in a jargon-free manner. 

3. Check their Certification and Partnership Levels

Before hiring a Salesforce professional services partner, check their partnership ( (Registered, Silver, Gold, Platinum) and certification levels in depth. Salesforce offers partnerships depending on a development company’s expertise and certifications. Make sure you are hiring a development company that has 4-5 developers available for your project. This will help you complete projects on time while ensuring you max out your resources.

Bottomline

 To make the best use of the Salesforce license, you need expert developers on an ongoing basis. Hiring Salesforce programmers can help you implement Salesforce offerings, develop custom applications, and maintain systems for better CRM functioning. We hope the above considerations will help you make the best hiring decisions for your organization.

Damco Group is a Salesforce professional services partner with experience in implementation, consulting, training, and maintenance. Our certified Salesforce professionals have hands-on experience in implementing dynamic Salesforce solutions that simplify your business functioning. You can check out our development services here.

5 Best Considerations For Salesforce Classic to Lightning Migration

Are you still a Salesforce Classic user? If so, then it is high time you migrate to Lightning Experience. Salesforce Lightning offers a simple UI that is easy to navigate, customize, and use. Its advanced automation, analytics, and low-code development capabilities along with the latest upgrades make it the go-to solution for Salesforce users.

With Salesforce Lightning, you can redesign pages, create processes, and automate workflow in a manner that you couldn’t do in Classic. Powered up with Einstein Analytics, Kanban View, Lightning Voice, and App Builder, Lightning Experience is what you need for optimum business output. 

While migration to lightning is important to bring scalability and raise the productivity of the workforce, it can be a daunting task for businesses. However, with Salesforce Lightning Support, you can overcome most of the migration challenges and register better output.

Here are some considerations to keep in mind while planning for Salesforce Lightning Migration:

1. Get a Buy-in Approval

Getting a purchase or buy-in approval can be difficult but considering the limitations of 

Classic, it is a necessary move for your organization. For this, you need to convince both management as well as daily users. By highlighting advanced features of lightning and the necessity for migration for your productivity and ROI, you can get fast approval from the leadership.

2. Perform a Readiness Check

The Salesforce Readiness Check Report evaluates how you currently use Salesforce Classic and what you can expect post-migration. It can estimate the effort required for the switch over, highlight issues in code, and identify features that will not be available post-migration. With the help of Salesforce Lightning Services, you can carry out a proper gap analysis along with a readiness check.

3. Conduct Optimizer Report

After you have a clear-cut idea about how the transition process will affect your organization and what possible issues will surface during the switch over, you can start to determine allocation. By conducting an optimizer report, you can identify inactive workflow rules, app exchange apps, custom profiles, objects, data relationships and simplify, enhance, or improve their functioning before migration. 

4. Use Migration Assistant

You can use Lightning Experience for a test run using Lightning Migration Assistant. The assistant can guide you through the process of initiating Lightning for your organization and offer you a preview of how your organization will work when you turn on Lightning for all users. Take advantage of this test as an opportunity to try apps, features, and experiment with customizations that were not evaluated during Lightning Experience Readiness Check.

5. Planning for User Adoption

Lightning Experience implementation should be done by a Salesforce Lightning Services team that runs end-user testing for every group. This can help you collect data and metrics as evidence to provide proof to the rest of the team and assist in future buy-in. The adoption team can also highlight choke points that will help in improving the adoption rate and user experience. 

Bottomline

The migration process requires careful planning and consideration. By following the above tips, you will be able to plan migration better and carry out a hassle-free switch over from on-premise systems to Salesforce Cloud. To realize the maximum benefits of migration, consider aligning with a certified Salesforce Lightning Migration expert.

Damco Group is a Salesforce Lightning Services provider with over 25+ years of implementation, consulting, and training experience in Salesforce and other software platforms. At Damco, we have helped numerous clients have a glitch-free transition to Lightning and we can help you too.

Top Considerations For Hiring A Top Salesforce Integration Consultant

Are all your business apps integrated with one another or your team still faces data silos or collaboration issues? If you still face delays and efficiency problems due to lack of integration, then it’s high time you start thinking about integrating your apps. 

With integration you not only simplify data access and workflow but also boost user efficiency. Salesforce CRM contains built-in tools and supports third-party solutions which you can use to integrate data and apps across your system. 

To carry out desired integrations in Salesforce, you would need the services of consultants. Salesforce consultants analyze your system and prepare a full-proof plan with develoeprs so that you overcome issues in existing system.

Based on your solutions (on-premise/cloud) and their scope or work, the integration process can be complex or easy. Here are a few points worth for shortlisting/hiring Salesforce Integration partners:

1. Partnership Level

Partnership level defines the number of projects a company has done over the years. Make sure your Salesforce Integration Partner is a Silver/Gold level company with decent ratings in the online space.

2. Certifications

Certifications define a consultant’s skill level and knowledge on the platform. To ensure the experts you are hiring possess all the right certifications and are up-to-date with the latest features in the Salesforce cloud.

3. Domain Experience

Salesforce is used by businesses across industries. While you avail Salesforce Integration Services, do check your consultant’s work on projects specifically the ones related to your industry. 

4. Reviews

To shortlist Salesforce Integration Partners, you can check the company’s listings on AppExchange. In case you don’t know, AppExchange is the official app marketplace of Salesforce containing thousands of third-party solutions developed by consultants across the globe.

Bottomline

Integration requires code-modification, custom component development, API development, etc for which you need certified experts. A Salesforce Integration Consultant helps you connect third-party apps and on-premise systems with your cloud-based tool seamlessly. To hire one, do check their experience, partnerships, certifications, reviews, and other factors like project cost and services time period.

For more information on this, you can connect with our team at Damco or write at info@damcogroup.com.

Salesforce Audit and Key Components of Auditing Process

Can a CRM audit help you put your business back on the pedestal? Hell, yes! Auditing is an extremely important process to maintain and monitor your CRM performance. However, businesses often ignore it due to shrinking budgets or lack of expertise because of which CRM performance keeps declining with time.

If you have already implemented Salesforce and are facing system concerns back-to-back, consider having a Salesforce audit for your organization. Salesforce audit helps you detect potential risks, unexpected changes, usage trends in the CRM providing you an opportunity to reevaluate your processes, performance, and workflows.

What Are the Key Components in Salesforce Audit?

A Salesforce health check involves analyzing system KPIs, identifying risks, and fixing issues that have been detrimental to your CRM. Some of the key components of Salesforce audit involves:

1. Auditor: Selecting the right auditor is crucial for system health check. Make sure you hire certified Salesforce audit partners who are well-versed in auditing systems of different configurations.

2. Workshops: Workshops are important to understand business process and system flaws. It gives an auditor a wider perspective about your concerns with the system.

3. Tech Analysis: System analysis helps in understanding how the CRM has been implemented and configured. Proper inspection helps auditors identify possible red flags.

4. Salesforce Limit Analysis: This helps you ensure you don’t hit any governor limits or data limits.

5. Code Review: Reviewing code is desired if you have Apex code or other custom development in a Salesforce instance. Hiring an auditor ensures you the code will be properly optimized. 

6. Findings Report: Salesforce audit partners prepare a report where findings and recommendations are written in detail. The report also details about changes made in the system. 

Bottomline

Salesforce audit will allow you to identify and address existing concerns in your system. With better health-check, you can make changes in the system be it related to customization, configuration, or system management keeping CRM updated and optimized.

If you have implemented a dynamic solution like Salesforce and it’s been long since you had an audit on it, consider going for a Salesforce Free Audit with Damco. 

Easy Steps to Shortlist and Hire Salesforce Developers

Developers are the backbone of every SaaS project. While administrators and consultants help you in seamless CRM management, programmers lay the foundation of your implementation. 

However, hiring a Salesforce developer can be tricky even though they are available in numbers both onshore and off-shore. So how do you shortlist and hire the right experts for your project? 

In this blog, we have a few important considerations that will simplify your hiring decisions to some extent.

1. Look at Online Listings and Portals

Unless you have some solid recommendations, you will probably look for online portals to shortlist development partners. While you can look at Clutch and GoodFirms, we would recommend you explore AppExchange, the official Salesforce app marketplace. There you can find companies based on your search filters like location, expertise, team size, etc.

2. Check their Partnership Levels

While you are looking to shortlist development companies for your project, do check their partnership levels. Make sure they are at least Gold/Silver partners with a proven track record in Salesforce implementations. A company with certified and experienced programmers will be a good choice to partner with.

3. Experience in Programming Languages

A Salesforce developer should have a good working knowledge of Visualforce, Heroku, Force.com, Lightning frameworks, and programming languages like JQuery, AngularJS, Apex, Bootstrap, SOQL, C#, etc. The more experienced and well-versed a developer is in various tools, the better it would be for your system as he/she would be well-equipped to manage any range of development complexity.

4. Interpersonal Skills

A developer should not only have good tech acumen but also must possess problem-solving and project management skills. Good interpersonal skills are crucial for a developer especially if he/she will work with your team on a long-term basis.  So while you select developers for a project, do check their various skill levels.

Bottomline

To Hire Salesforce Developers of choice, make sure to put effort into research. You can look at online portals like AppExchange and Clutch to know a company’s previous projects, success rate, and cost models. Additionally, gauge their skill and tech acumen by interviewing them with your company’s real scenarios and seeing how they can contribute to your projects.

Need our assistance in Salesforce Implementation or development? Feel free to reach us at Damco. You can also write to us at info@damcogroup.com to share your project requirements.

4 Undeniable Reasons to Hire Salesforce Professionals

Salesforce can transform the way you manage your business. While its automation and analytics capabilities help you shorten work cycles and optimize opportunities on digital channels, its low-code development capability makes it a truly scalable solution fit for all kinds of businesses. 

To make the most out of Salesforce offerings, you need experts who can help at various implementation stages. This is crucial because often Salesforce remains under optimized and most organizations do not plan to make improvements in it fearing that it may cost that more or may further jeopardize their solution capability.

However, that’s not the case. You must understand that Salesforce is an evolving system and to make the most out of it, you must make improvements in it from time to time. Below we have listed four crucial scenarios where availing Salesforce Professional Services can be better for your organization in the long-run.

1. Implementation

Generally, out-of-the-box Salesforce does not resonate with the processes and goals of most teams, because of which they need to spend a considerable amount of time in designing processes and automating workflows. With Salesforce professionals alongside, you can implement the system much faster and under your requirements.

2. Customization and Upgrades

After you onboard Salesforce for day-to-day use, you realize that it needs to be customized and your processes are no longer giving you the desired results. When you Hire Salesforce Programmers in your team, you empower yourself to get the right customizations whenever  required. It can be anything from system upgrades to dashboard creation, automation, or workflow modification.

3. App Development

While Salesforce helps you align marketing, sales, and customer service processes for unified data view and decision making, often you may experience the need to build custom solutions for specific processes. With Salesforce Professionals in your team, you can develop app layouts leveraging low-code development tools or platforms like Force.com in a relatively quick time frame.

4. Seamless Integration

No matter how many capabilities Salesforce has, you still rely on external sources and third-party solutions for specific operations. However, due to lack of integration, you will still need to switch between apps and update data in both systems, causing a dent in your efficiency. With Salesforce Professionals around, you can easily integrate on-premise/cloud apps eliminating the need to update or switch apps now and then.

Bottomline

With Salesforce Professionals by your side, you can implement, optimize, and innovate your system efficiently. Since you have uninterrupted Salesforce Professional Services, you can focus solely on your core operations without worrying about pending updates or customization needs. 

Need our assistance in development or implementation? Get in touch with Salesforce Professionals at Damco.

Ideal Features to Have in a Field Service Management Software

If you are still relying on traditional ways to schedule fieldwork, process complaints, and manage interactions with field technicians, then probably you are way too behind your peers who are already using modern tech-integrated solutions for field service management. In an industry where quick and top-notch customer service defines your future growth potential, you certainly would not want to be at last among your competitors.

Implementing Salesforce-based Field Service Management Solutions like Optima Pro can help you overcome various limitations of using traditional data management tools — job scheduling, dispatching, complaint management, automation, and report generation, etc. With an all-in-one solution, you can create job schedules, review work history, communicate with field technicians,  and measure overall company performance. 

To accomplish diverse field tasks, you need a solution that is equipped with varied features such as:

1. Job Scheduling and Dispatching

Depending on the system you incorporate, your FSM software may take factors such as availability, skill level, and geographical location, into account while assigning jobs. While some systems do this automatically on a first come first serve basis, the advanced ones do it via algorithmic instructions. So once tasks are scheduled, your technicians will be automatically notified about their next job and its timings.

2. Work Order Management

Work order is an important feature of most modern-day FSM software that can help you bring transparency and remove confusion at work. With this feature, as soon as the job is assigned, the technician to whom it was assigned becomes responsible for completing it. The technician can document work, take notes, record audio/video, share information, and update job status in the work order. However, before you implement the FSM solution, do check your vendor’s data storage plans as often data accessibility becomes a concern when bandwidth is less.

3. Case, Contact, and Order Management

Field service management solutions offer a database where client’s customer information, past work records, etc are stored. With an FSM solution in place, your team can access previous records and work orders to know customer satisfaction and service levels which can be improved in future. Also, since your Field software is automated, information like ETA of technician, service status of the complaint, contact details of technician etc can be shared with customer/client as soon as order status changes.

4. Reporting and Analytics

Built-in reporting and analytics features help you shorten the work cycle and improve the performance of your field operations. You get auto-generated detailed information via reporting features, while analytics features make it easy to spot trends and visualize data. Customers on the other hand can get detailed information on their correspondence through automated service mails. 

Bottomline

With increasing expectations of customers, it is important that businesses in field service also enhance their service delivery. Implementing an advanced FSM solution is an important step towards improved customer service and work efficiency. Emphasizing the above features as well as route planning and GPS integration, mobile support, inventory management functionalities, you can design a suitable solution for your business. 

Need our assistance in implementing an ideal FSM Software like Optima Pro? Write us at info@damcogroup.com