by Mike Walsh | Jan 10, 2019 | Blog, Salesforce Tips
Salesforce has long used the idea of “a 360-degree view on the customer” to describe just how the CRM works in relationship to clients and customers.
Of course, what this means is that the better the CRM, and the more data involved, the more complete a view you can get of who is buying your products or services. Not just a few data points, but as complete a picture as possible, taken from all sorts of angles.
Apart from this just being a catchy sounding phrase, a 360-degree view is something that Salesforce is actively looking to provide and enhance on a regular basis. Up until now, Salesforce has been great at helping companies get in-depth details on their customers, and then allowing it to be accessed in easy to use and understand apps and clouds. However, one issue that has always remained, is that this data, while easy to use and intuitive on each platform, is still siloed, and users have to navigate between the different platforms to see everything.
Well, that too is going to change. Back in September, Salesforce announced that they were creating a new cross-platform program called Salesforce Customer 360. The idea is to deliver a new way for companies to connect Salesforce apps and create a unified cross – channel customer experience. By placing the customer at the center of the business, Customer 360 will enable companies to usher in dynamic new customer engagement models that bring together service, marketing, commerce and more in entirely new ways.
What does that look like exactly? While it might seem hard to envision how Salesforce is going to connect marketing, sales, support and all the other apps and their data, it looks like they have a pretty clear plan going forward. As this article explains, Salesforce is looking to combine all relevant data points, from the various platforms into a highly customizable single UI.
Salesforce acquired Mulesoft last year as well, and it is becoming clearer as to why. One reason is to power this Salesforce Customer 360 with the Mulesoft API, which allows the various apps and platforms to connect seamlessly, and share data. It seems that the days of customer data being siloed multiple platforms, from marketing to service to commerce are numbered.
While Salesforce 360 is currently only a pilot program, look for it to be rolling out in the somewhat near future.
-Ryan and the CloudMyBiz Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Oct 25, 2018 | Blog, Salesforce-Apps-AppExchange
Slack is not exactly an unknown name in the business world. In fact, it is estimated that Slack has about 8 million daily users. Which is pretty not bad! Slack themselves have a number of ways to use the popular messaging app, from mobile apps to desktop programs, but this Salesforce integration can make your working world just that much better. Not only do you not have to switch out of Salesforce to utilize the messenger, but by having the integration, you can search Salesforce from Slack by typing the Salesforce search term or send messages to Chatter from your Slack channels.
Scientifically proven (or at least rumored) to make your working life simpler, more pleasant, and more productive.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jan 4, 2018 | Blog, Salesforce-Apps-AppExchange
Slack is one of the most common messaging tools out there. Primarily used by businesses, the app is being used by over 6 million people a day and growing. Woobot, an app available on the Salesforce AppExchange, allows your Sales team to access their Salesforce pipeline directly from Slack. Easy access to the sales pipeline means more sales and faster customer service.
Woobot lets your sales team access and manage their Salesforce.com pipeline in real-time from any channel in Slack so they can focus on closing more deals. Keep your sales cycles moving forward from any device, anytime, anywhere your team has Slack installed.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jun 15, 2017 | Salesforce Tips
Opportunity teams are just what they sound like, a team of people working an Opportunity who all have individual roles. It allows you to control who is working on what deal, and what their role is. You can grant your Opportunity Team members special access to the Opportunity and its related records, making it easier for everyone to work together.
It should be noted that Opportunity Teams aren’t the same as Account Teams, although they share a set of available team member roles.
A few guidelines for Opportunity Teams:
- When setting up an Opportunity Team, you can::
- Add team members.
- Specify each member’s role on the Opportunity.
- Even specify each team member’s level of access to the Opportunity: read/write access or read-only access.
- Changes that you make to the Opportunity Team on an Opportunity don’t affect your default Opportunity Team or the Opportunity Teams on your other Opportunities.
- If your Salesforce admin has enabled Opportunity Splits, you can split credit for an Opportunity among members of an Opportunity Team.
- Adding, editing, or deleting Opportunity Team members requires read/write access on the Opportunity.
- You can’t use Opportunity Teams for private Opportunities.
Take your Opportunity Teams a step further with Guidelines for Setting Up and Adding a Default Opportunity Team.
-Ryan and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jun 8, 2017 | Blog, Salesforce-Apps-AppExchange
Document sharing and cloud access is surely and steadily becoming the norm across all business platforms. Ask anyone who has been using it for a while if they want to go back to the old system of sending individual docs back and forth with minor edits here and there. Not a chance. What if you could have that power of collaboration with your team, but also have it accessible directly in Salesforce? That’s what Egnyte aims to do.
With Egnyte for Salesforce, your teams can securely access and easily share files and folders in Egnyte Connect. This integration increases collaboration and responsiveness, streamlines operations, and facilitates more meaningful customer engagements.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
