This SalesForce Course in Pune began as a cloud-based CRM solution. CRM is an abbreviation for Customer Relationship Management. It entails overseeing all aspects of an organization's relationship with its customers. For example, the customer's contact information, ongoing or completed deals, support requests from a customer, or a new lead from a new customer. Aside from customer information, it also entails storing and managing the details of the people and departments within the seller organization that are in charge of the customer's account and needs. This makes it easier to manage and improve the customer relationship, resulting in greater growth for the company.
Additional Info
What is Salesforce Cloud?
Salesforce cloud computing allows users to access software and applications hosted and residing in the cloud from any location. Your data is automatically and securely stored, upgraded, and scaled. The apps that run in the cloud with Salesforce are safe and dependable, and they provide a number of advantages to users:
- Reliability
- Security and Adaptability
- Scalability
- Multitenancy
- Salesforce provides the following product and service categories: Sales Cloud, Commerce Cloud, Service Cloud, Marketing Cloud, Analytics Cloud, App Cloud, IoT Cloud, and Health Cloud.
Different features of the Salesforce platform
- Contact Management:
View customer contact information, activity history, customer communications, and internal account discussions, among other things. In a nutshell, it manages all data related to a customer contact.
- Opportunity Management:
It describes the stage of a deal, the products involved in the deal, the quotation for the deal, and so on. In a nutshell, it manages all of the data that aids in the identification, progression, and closing of a deal.
- Salesforce Engage:
This feature focuses on making personalised contact with a customer for various marketing campaigns created by the marketing team. It also provides real-time sales alerts based on a customer's level of engagement.
- Sales Collaboration:
This feature focuses on making personalised contact with a customer for various marketing campaigns created by the marketing team. It also provides real-time sales alerts based on a customer's level of engagement.
- Sales Performance Management:
It offers metric-based goal setting as well as continuous feedback, rewards, and recognition to the sales team. This aids in improving the sales team's performance.
- Lead Management:
This feature initiates and tracks the currently active leads. It also contributes to the ongoing optimization of campaigns across all channels.
- Partner Management:
This feature aids in the development of a community with partners. It also aids in direct communication with channel partners in order to share goals, objectives, and activities.
- Salesforce Mobile App:
This is the mobile platform to carry out all the above activities on a mobile platform.
- Workflow and Approvals:
It is a graphical design used to automate business processes. To create this design, the interface provides simple drag-and-drop options. It aids in the development of a flexible approval process with deal discounts and expense management, among other things.
- Email Integration :
Salesforce has the ability to integrate with an existing email platform. This allows the existing team to be more flexible while requiring no additional learning.
- Files Sync and Share:
This feature enables the sales team to easily share files, discuss them, and update them as needed. Receive notifications when something in the file changes.
- Reports and Dashboards:
Dashboards provide a real-time snapshot of the business. Anyone can use this to create detailed reports that can be accessed from anywhere.
- Sales Forecasting:
This feature aids in obtaining a real-time view of a sales team's forecast. It supports multi-currency and has an in-line editing mode to help you manage your sales forecast effectively.
- Territory Management :
This feature is used to create multiple territory models, preview them before rollout, and optimise and balance territories throughout the year.
Salesforce Roles:
Salesforce, the world's number one CRM, is rapidly gaining traction in businesses across Australia, and we are frequently asked by clients for guidance on the various Salesforce job titles, what they mean, and when they are required. End-user businesses are in a position where they recognise the need for resources to support the system and have natural concerns about the type of person that they require. What do the job titles they hear within the Salesforce ecosystem actually mean, and what do they entail? This is exacerbated by the fact that different companies refer to roles differently, so it is critical to understand the responsibilities as well as the roles that come with the title.
We comprehend. It's easy to get mixed up about whether you need a Salesforce Administrator or a Salesforce Developer, for example, and we'll go over these two in more detail later in this series, as well as the situations where you'd hire one or the other. But first, we'll go over some of the key differences between the most commonly used Salesforce job titles.
Salesforce Administrator:
Salesforce "Admins," as they are colloquially known. A Salesforce Administrator adds value to the company by automating complex business processes, ensuring the system is clean and efficient, and monitoring new releases (these occur three times a year). Essentially, your Salesforce Admin is the organization's SME Salesforce expert, and they will be well-versed in customisation.
Typical Salesforce Administrator tasks might include
- setting-up new users
- user maintenance
- workflow rules
- managing organisation wide defaults
- permissions
- role hierarchy
- basic platform customisations (fields, page layouts etc.)
- creating reports and dashboards
- security and data management
- training new users on using Salesforce
- collating requirements for new processes with stakeholders
Typical Salesforce Business Analyst tasks might include:
- documenting baseline information and requirements
- developing and defining project roadmaps
- liaising with managers and stakeholders
- driving Salesforce projects forward
- analysing Salesforce implementations
- applying best practice methodology
- solving issues during testing
Salesforce Developer:
A Salesforce Developer is an expert in API integration and coding. Salesforce Developers have traditionally created complex workflows, triggers, APEX development, complex validation rules, AppExchange and legacy platform integrations. (A Salesforce Administrator will be able to handle basic field, object, and page layout enhancements, as well as data management.)
A Salesforce Developer will frequently have a background in other programming languages, such as Java, and will be able to advise on limitations as well as have a thorough understanding of Salesforce. This person is very in demand in the ecosystem and is a subject matter expert.
Typical Salesforce Developer tasks might include:
- Creating complex workflows
- Creating triggers
- APEX development
- Development of visualforce pages and Lightning components
- Integration with other systems
- Testing and implementing applications
- Maintenance
- Installation and testing
- Debugging
- Producing technical documentation
- Performing reviews of the data
- Providing technical plans/solutions to business teams
- Developing solutions to address any company-wide issues and making their processes more efficient
- Reviewing custom developed code and making necessary technical adjustments
Salesforce Functional Consultant:
A Salesforce Developer is an expert in API integration and coding. Salesforce Developers have traditionally created complex workflows, triggers, APEX development, complex validation rules, AppExchange and legacy platform integrations. (A Salesforce Administrator will be able to handle basic field, object, and page layout enhancements, as well as data management). A Salesforce Developer will frequently have a background in other programming languages, such as Java, and will be able to advise on limitations as well as have a thorough understanding of Salesforce. This individual is in high demand in the ecosystem and is a subject matter expert.
They are the client's Salesforce champion, working tirelessly to ensure that their project objectives are met. With an increasing customer base for Salesforce CRM around the world, the demand for Salesforce consultants is increasing as they are needed to drive client implementation. They will be well-versed in the Salesforce platform's technical features and functionalities. They serve as a liaison between the client and the technical team, and they are frequently exposed to multiple Salesforce Clouds and Appexchange products.
Typical Salesforce Functional Consultant tasks might include:
- Running workshops
- Managing stakeholders
- Requirements gathering with the client
- Documenting client requirements
- Providing guidance on the design of a solution
- Providing insight on customisation and third party applications that should be incorporated in the solution
- Documenting the solution for client approval
- Solution playbacks
- Hands on configuration of the Salesforce platform
- Providing insight and requirements for the Development team
- User training
- Once the solution is developed, delivering the work to client for approval
- Have an understanding of the overall outcome of the project, whilst not being directly hands on themselves
Salesforce Platform Manager:
The Salesforce Manager role can be perplexing, as we will see later in this blog series. In the market, we see two variations of this role. The first is very hands-on and will perform all of the duties of a Salesforce Administrator, but will take a more strategic approach to the platform and may have advanced to leading a small team. The responsibilities for this role are similar to those of a Salesforce Administrator, but with some management duties thrown in.
The second type of Salesforce Platform Manager will be more strategic and hands-off, if at all. They will be in charge of a large team, which will frequently include multiple Salesforce Administrators, Developers, and Business Analysts.
The Platform Manager is in charge of defining and delivering all ongoing Salesforce enhancements and projects, as well as leading the team in charge of business-as-usual support.
Typical Salesforce Platform Manager tasks might include:
- Be the face of the Salesforce platform to the business
- The overall management of the platform, and collaboration with multiple teams
- Manage the Salesforce roadmap and plan all future platform initiatives
- Change management
- Delegation of tasks to Salesforce team
- Stakeholder management
- Vendor management
- Run demos and gather feedback
- Monitor and manage releases and bug fixes
- Prioritize backlogs of feature requests from the business
Salesforce Solution Architect:
A Salesforce Solution Architect is essentially in charge of designing a solution for a specific problem using available Salesforce products and technologies, which are numerous within the Salesforce product suite.
This role develops and designs solutions for the Salesforce platform, with a focus on new implementations rather than overseeing existing ones. They will be extremely knowledgeable about the platform and will typically have a large number of Salesforce certifications.
Platform App Builder, Platform App Designer, Data Architecture, Sharing and Visibility Designer, Community Cloud, Lifecycle and Development Designer, Identity and Access Management Designer, Integration Architecture Designer, and Mobile Solutions Architecture Designer are typical areas of expertise, providing them with a highly technical overview of the Salesforce platform's capabilities and limitations. They will translate business requirements into a high-performance technical solution while also providing technical governance to the development team to ensure best practises are followed.
Typical Salesforce Solution Architect tasks might include:
- Project kick off, planning, design and delivery
- Manage teams to deliver full lifecycle Salesforce implementations from inception to roll-out
- Lead and manage the project team
- Define a solution. Work with business and IT executives from the client to identify the business needs and define the solution architecture to fulfil the business needs
- Pre-sales and business development for new projects
- Resource development, making sure projects are correctly staffed
- Guiding the development team through any deadlock issues
- Overseeing testing
- Making sure the solution is robust
- Considerations to future-proof the solution
Salesforce Project Manager:
A Salesforce Project Manager is someone who has a thorough, albeit hands-off, understanding of Salesforce, its application within a business, and, in particular, budgets and timelines. A Salesforce Project Manager's role is to collaborate with developers and consultants on various projects to create an established communication plan and build continuity through well-defined processes. The main reason for a Salesforce Project Manager to understand Salesforce, even if they are not hands on, is to set expectations and delivery timelines in accordance with business requirements.Knowing what is possible, how objects interact with one another, the implications of removing fields, and how even minor changes can affect a larger process are all important for this role.
Typical Salesforce Project Manager tasks might include:
- Creating and managing project plans and roadmaps
- Monitoring and reviewing project progress and timelines against budget
- Adjusting schedules and plans as needed, and identify and resolve issues to ensure project success
- Managing the day-to-day execution of project implementations
- Assisting with the planning, tracking, documentation and status updates for the project
Job Responsibilities of a Salesforce Developer:
Every recruiter desires that the Salesforce developer create the most advanced salesforce application to meet the changing CRM needs. A developer in this context is expected to understand needs through meetings with higher-level officials. They must be capable of developing customer workflow and thoroughly maintaining user roles.
- Organizing meetings with managers and determining CRM requirements.
- Salesforce requires the development of personalised solutions.
- To design, develop, and implement the company's application.
- When necessary, test and troubleshoot.
- When necessary, empower the Salesforce team's technical staff.
- Assuring the application's complete safety.
Advantages of Salesforce:
- To begin with, there is little to no risk in using Salesforce. There is very little to lose and a lot to gain because of its low acquisition costs and low-risk management as an organisational tool. Salesforce's database is also useful for digitising and organising company sales records. As a result, a company's overall organisation improves.
- Salesforce and excellent customer service go hand in hand. It enables individual customer profile customization as well as quick, organised access to individual records.There is also no need to purchase software or hardware to help maintain and run the application. As a result, unlike most software, Salesforce does not necessitate a capital investment.
- The integrated solutions enable users to work more efficiently and add value to each stage of the customer life cycle. Furthermore, Salesforce analytics and its reporting function enable users to expand their campaign capacity. As a result, overall productivity and profit can be increased. Salesforce is an application, so there is no need for constant updates because Salesforce will update automatically.
Future Scope of a Salesforce:
Salesforce Career
Customer Relationship Management is currently the most promising business (CRM). Its success is steadily increasing in 2020, and it is quickly becoming a popular career choice among the general public. Salesforce is currently a popular career path for those interested in CRM. Those who choose it benefit from high pay and job satisfaction. That is why the number of Salesforce professionals is growing by the day.
Why do the majority of businesses require Salesforce CRM?
Companies are successfully implementing Salesforce to convert regular customers into loyal ones. The original intention behind using it was to provide flawless customer service and to build long-term relationships with them. Salesforce is used by businesses for a variety of reasons.
1. Creating a brand
Salesforce's brand is very strong because it provides high revenue, market share leadership, and a good platform. Companies can achieve success by demonstrating results, developing strong relationships with customers, and generating massive revenues.
2. Innovation
Customers today expect new things, so it is the responsibility of businesses to innovate in their services and products. In general, innovation is measured based on the frequency with which innovations are introduced over a period of time. It is simple to conduct experiments and introduce innovations to customers when using Salesforce. This tool has created a platform where users can take advantage of the advantages of a cloud-based development environment.
3. Reliability
Customers always prefer a company that guarantees the quality of their services and products. It is simple to gain customer trust when using Salesforce. The provided tool is known for providing a predictable and consistent release cycle in which customers can easily upgrade to the most recent version.
Why is Salesforce getting so popular?
Because of its intriguing features, business professionals generally believe that Salesforce has modernised the technology industry. Such features are as follows :
- First and foremost, Salesforce CRM has been used for Amazon cloud Services. Salesforce was well received by professionals working on such services, and as a result, it is rapidly gaining popularity.
- Salesforce was the sole entity responsible for launching app stores.
- Forbes deemed this tool to be an innovative thing for businesses due to its constant innovation.
Career Path for an Salesforce Professional
Salesforce professionals are in high demand in the majority of businesses. They are looking for well-certified professionals who are well-versed in Salesforce. However, it has been observed that Salesforce implementations can present challenges, necessitating the use of a trained team. Salesforce certification is important for your career.
Generally, companies hire specialists based on their experience. As a result, the demand graph is growing by the day, and professionals are finding work to advance their careers. Furthermore, this certification can help you increase your marketability in the IT job market.
How do you go about becoming a Salesforce Administrator?
Salesforce is important in many businesses, so investing in a certified administrator can lead to a successful career for the majority of applicants. In general, a career in this field entails: ensuring that Salesforce is operational at all times.
- Making the necessary changes and making further changes to the system on a regular basis.
- Assist in the efficient operation of various departments by creating dashboards and reports.
- When necessary, the system is updated and tested.
- Creating user training manuals.
- Keeping trusting relationships with partners and vendors.
- Managing the system's ongoing development process.
- This can aid in the development of a successful salesforce career path. It's not rocket science; you just need to understand the Salesforce concepts.
Major Trends in Salesforce's Future
Here are eight Salesforce trends to keep an eye on as we look to the SDFC application suite's future.
1. Lightning strikes harder:
Salesforce stated that only the more user-friendly and intuitive Salesforce 2.0 (dubbed 'Lightning') will receive useful upgrades. This means that users of the older 'Classic' version will be missing out on a number of cool, productivity-boosting features.
Several exciting new features, such as customizable dashboards, calendar enhancements, Einstein, Snap-in chat, and Smart Macros, are already available ONLY on Lightning. As a result, organisations must now urgently migrate from Classic to Lightning or risk falling behind in the race for efficiency and effectiveness. According to Forrester's Total Economic ImpactTM of Salesforce Lightning for Service Cloud study, Salesforce Lightning could deliver a 475 percent return on investment (over three years) for a composite service organisation.
2. Big year for system and data integration:
Customers have begun to expect connected and seamless experiences based on the information they share at various touchpoints (social media, physical forms, phone support, etc). However, according to the most recent Salesforce Connected Customer report, only half of businesses can customise their engagement based on previous interactions.
3. AI and data-driven intelligence is king:
Einstein, the AI-powered Sales Cloud, was launched in 2017 to provide data-driven predictions, insights, and recommendations to assist in making better lead/sales decisions. It accomplishes this while continuously learning about team performance, whitespace, and pipeline trends from your CRM data. Consider the time, manpower, and opportunity costs that Einstein brings to the table by automating data analytics.
4. Focus on customer satisfaction:
Data and system integration, data analysis, and artificial intelligence (AI) are all notable trends. But, without a doubt, it all contributes to increased customer satisfaction and experience. And this is currently at the heart of the CRM strategy of the 'Goliath'.
At Whatfix, we have made it a point to track customer satisfaction in order to assess our internal sales performance. As a result, the Whatfix sales team is evaluated based on the Customer NPS score generated after the
5. Blockchain makes a big splash:
Salesforce Blockchain was described as a new technology in a press release as "a low-code platform that enables organisations to share verified, distributed data sets across a trusted network of partners and third parties." To that end, Salesforce Blockchain can assist in the development of blockchain networks, workflows, and apps. Simply put, the central goal of such a solution is to allow Salesforce clients to securely access and share data with a diverse and dynamic set of partners.
In addition, a distributed ledger can help bridge the "trust gap" in order to deliver new experiences. Thus, by saving, tracking, and verifying data from all network partners, Blockchain can assist organisations in eliminating unnecessary costs and inefficiencies.
6. Enterprise mobility gains steadily:
According to Gartner, mobile technologies will be used by 40% of sales organisations for the majority of their SFA by 2020. Salesforce has been at the forefront of the mobile revolution since 2007, bringing CRM to mobile devices. Salesforce, in retrospect, had laid a solid foundation for future methods.
7. More industry-specific CRM solutions:
Salesforce platform has been widely used in industries such as financial services, manufacturing, media, and retail industry. And the cloud-based software company has clearly stated that it will focus its energies on certain industry verticals, in order to deliver more targeted solutions that meet their specific challenges. The CRM behemoth seeks to build on its CRM and cloud expertise with a layer of industry-based depth.
