Little About Business Flow:
In our real life we face many management challenges which needs a centralized solution. No one likes his things to be scattered here and there since it makes handling and accessing difficult. Suppose you are a grocery shop owner and you are selling various varieties of snacks biscuits, grains, pulses, spices and other household things. These things are not placed in a proper manner into shop’s racks. Your agents keep these things in such a messy way that you are not able to identify which thing you can find in which racks. Now you have 15 customers into your store with their specific demands list as usually happens in grocery store. Each of them has their specification about brands and things in their list and you have 2 agents. Now what will happen is your agent will take a lot of time to gather a single customer’s listed items and if another customer is getting, he will leave the shop. This you really do not want.
Developers Can Shot Down Every Challenge:
So, the objective was to automate sales process and provide centralize handling solution. Here are few key notes that has been done to achieve the objective.
- We used Web-To-Lead feature of Salesfore and captured all visitor’s information from different websites and sync them as lead. Added each websites name as source so that each lead can be differentiated basis on their origin websites.
- Added CallRail and Zapier for seamless integration of different app to Salesforce. This way we can convert calls to lead. Zapier will help to integrate more that 2000+ apps to your Salesforce org. This will help in work automation and productivity enhancements.
- Added RingCentral app in Salesforce so that each agent can call clients directly from Salesforce platform. This way organization can set a proper SLA to connect with customers and quick response will surely be a benefit in sales.
- Managed Missed call so that they can be converted as Lead too in case agent missed it when phone rings. There is a problem arise that we can have a back to back calls from same no which might be missed and if we are converting missed calls to leads, we might get duplicate leads. So, we created Duplicate rule to handle multiple missed call from single No.
- Integrated bidirectional sync between Mailchimp and Salesforce for seamless Campaigning experience. We have created some campaigns. This way leads and contacts data pass on to Mailchimp end become easier and agents can target them with specialized email content.
- Right notification to right person at right time is much important in Business so we handled this too by adding push notification for agents. We managed to notify customer as well as agent and all concerned person through text message when a Lead received.
- Ebsta Sync is used for syncing Mail and Salesforce to facilitate client reach anytime anywhere. You can sync almost everything that are important like LinkedIn, Gmail, Facebook, Twitter, and other websites. It will help to track lead and sales team pitching to the lead basis of origin of your leads.
- Created multiple custom fields to give insight about leads as Lead Score based on details available in Lead. Since while filling web form most of person skip non required things. Which sometimes make difficult for agents to connect or to understand their customer’s condition in better way. So, we created a field which depict the score of lead and percentage depending of data available in lead. Such as If they have all contact information filled, they can be close easily so they will have high percent score as a lead score.
- Image presentation of Lead Score with help of Emoticons. Since visuals catches your eyes easily.
- We have automated the campaign mails to remove manual work.
- Every organization has different sales process. Which basically depends on important key factor for sales in their specific business. Sales Path has been created to focus on current progress state. It will help to understand sales representative about organization sales process very easily.
- On few specific paths we need reminder mails to notify representative as well as customer so that we can get attention of both ends to complete the process. So, we have automated this auto reminder mail for sales paths.
- Suppose you are a planning head and wants to open a new branch of your organization. Now first you must do some analysis like from which region you have maximum customer base and what facility they want mostly. Any tool that can help to analyze these things will be helpful for us. So, there we are, Reports and Dashboards generated to provide a statistical insight of business. This can help to understand and work on your data.
- Today is an era of digital marketing. We cannot stay back. So, we have implemented Google AdSense to achieve best marketing strategy.
- When you are storing data from any website filtering becomes important. We cannot store any data generated by some random internet bot or script. Google reCAPTCHA enabled for proper marketing and internet bot prevention.
- Only software development will not help if you do not have trained staff to use your software. We have provided training to his staffs so that they can use and generate best possible outcome for their organizations.