WFH? Invest in Salesforce

Successfully running a company from home requires the right culture, employees, procedures, and maybe most importantly, technology. Some businesses who haven’t invested in a cloud-computing software such as Salesforce have been having a hard time adjusting to working from home. Salesforce is a cloud-based software that provides customer relationship management (CRM) and a suite of apps that go along with sales, service, marketing automation, and more. Salesforce becomes your central location to store all your important data, accounts, and deals. With a newly designed mobile app, take work on the go and be just as productive as you were on your computer. This allows businesses to run their entire company within Salesforce, supporting all departments with real-time data.

Managing Your Sales Pipeline with Sales Cloud

Sales Cloud is a customer relationship platform (CRM) designed to support sales and marketing by bringing all your customer data into one central location. Leverage Sales Cloud to manage and automate day-to-day sales activities including lead assignments, quote generation, forecasting, Einstein Analytics, and more. Additionally, your sales staff will have full visibility into every deal, account, opportunity, customer, and lost deals. Sales Cloud workflows and task automation help you create tasks and a process to help speed up your sales cycle. When implemented correctly, Sales Cloud helps save you time and builds long-lasting customers.

Servicing Your Customers with Service Cloud

Service Cloud is a customer relationship service platform designed to help you manage customer support issues quicker and increase first-visit resolution. With historical data on every customer interaction, your team can personalize your service based on their problems and history. Additionally, Service Cloud offers a multitude of tools to help you meet the needs of your customers. Some extensions for Service Cloud include: Field Service Lightning (FSL), Knowledge Base, Web2Case, Email2Case, and Customer Analytics. When implemented correctly, Service Cloud can improve customer communication, enable team collaboration, and give you full visibility into the health of your customer base.

Automated Lead Nurturing with Pardot

Pardot is a marketing automation platform designed to help companies engage leads and customers, support sales with qualified leads, and grow relationships. According to Salesforce, “Customers have seen sales revenue increase by 34% and marketing effectiveness increase by 37%” with Pardot (Pardot.com). Pardot gives you the ability to personalize your customer’s journey wit automated campaigns, targeted messaging, and predictive intelligence. Additionally, design and create email templates, content, landing pages, and more inside of Pardot. If you would like to learn more about Pardot, please visit our blog.

A Complete 360-View for Manufacturers with Manufacturing Cloud

Manufacturing Cloud gives manufacturers full visibility into their entire business operations. Manufacturing Cloud extends benefits to all your partners to collaborate across the same forecast order and demand data in one single source of truth. New features such as sales agreements gives manufacturers insights into committed and actual order volumes, performance against the forecast, and other time-phased metrics. Forecasting gives manufactures the ability to take control of their business with smarter business decisions based on analytics. If you would like to learn more about Manufacturing Cloud, please read the blogs below:

Virtual Collaboration with Quip

Quip provides your team with a messaging collaboration platform that helps transform productivity and resolves issues faster. Provide your team with the ability to create, discuss, and work faster with real-time documents, spreadsheets, and data that connects inside of Salesforce. With full integration, your employees will no longer have to work together in multiple systems. Quip becomes your central location to collaborate with other employees on deals, documents, and more. Furthermore, Quip has a mobile app to view, update, and work on the road.

Maximize your Salesforce Investment

Since 2002, our Salesforce experience has benefited thousands of clients and projects. We understand how flexible the Salesforce platform is and how it supports every department in your business. The key to maximizing your Salesforce investment is to implementing the platform company-wide. If your business is struggling to work from home without a cloud-based technology, it’s time to invest in a technology like Salesforce.

Tips for Running Your Small Business From Home

The COVID 19 Pandemic has left a number of small business owners braving uncharted waters in regard to their business operations. Every small business owner is dealing with challenges surrounding reports, budgeting, employee satisfaction, and engagement, as well as customer communication.

Larger business owners have been generally able to continue forward without any major organizational shifts due to established infrastructure, discipline, scale of operations, and experience.

Since 2010, small business owners have had the opportunity to develop their operations in a bullish economy. The previous decade was a time for entrepreneurs to chase unprecedented growth.

With this upturn came more opportunists looking to develop their brand. Fast forward to today, it’s easy to become overwhelmed as difficult questions and decisions are being presented.

As a small business owner since 2002, I believe there are some practices that can be implemented to solidify your business operations and brace yourselves to continue moving forward in these uncertain times.

Direct Reports and Budgeting

If you haven’t already done so, bring all your direct reports together. Ask your finance team to provide you detailed cash-flow analysis and the budgets for the current fiscal year as well as any long term initiatives (This pandemic will pass, and the opportunity for organizational growth will present itself again).

The trick here is to look in descending order from your most expensive to the least expensive expense. Don’t chase your staff down and waste valuable time for something you are spending $20-50 on. You want to focus on the thousand-dollar expenses, i.e. 80/20 rule of business.

Lastly, look at your monthly assessment and towards the future. In these times, you might have to go to your vendors or partners to ask if you can pause a contract.

If you’re making a large payment, go back and ask for smaller lump sums. You want to get the lowest cost burn and stretch it out to flexible terms that you are comfortable with.

During these times, humanity’s inherently good characteristics will shine through, and there will be opportunities to further develop existing business relationships.

Communication is Key

It’s essential to get your staff together and let them know that you will be making intelligent decisions with both their interests and the interests of the business at heart. Communicate and meet with your employees weekly to assess their situations in a professional sense, but also in a personal sense.

Engage in discussions about family life, work from home setups, any challenges that have presented themselves to your employees. Remind them that you are available as a resource to them just as much now (if not even more so), as you were before.

Check to see if there is anything that can be provided to them equipment-wise, to allow them to get as close to they were before concerning efficiency and comfort. Maybe they will need an ergonomic desk for a physical condition or equipment to enhance their current work from home environment.

Being transparent and present to employees can provide a sense of comfort and continuity that is invaluable in the current cultural climate.

In-House Projects

While consumer business is slowing down, you need to start analyzing what your staff is doing. Let them know what is expected of them daily and what they need to do to be effectively contributing employees.

A sense of knowledge as to the responsibilities that are to be performed will ensure that there are fewer cases of employees trying to either overextend themselves or avoid work.

What are the other essential in-house tasks you could be doing? One task could be having your employees document and design customer success stories. How about having your marketing team update old content on your website?

Another task that could provide value to your business is cleaning your customer database. A deep clean of your system data will improve your employees production.

One task that is critical is staying connected to our customers. Remind your consumers that you are present and available to them and will continue to operate as was before.

Don’t Panic

The biggest thing you need to try to avoid is panicking. You have to plan properly, leverage your staff, and make smart decisions.

Don’t try to do it all yourself. You have smart people around you.

Delegate work to qualified employees as a means of taking more time to focus on operations if that is an option.

Segment your workforce into smaller teams or groups that can work well together to not only make sure that work is done, but to also provide a system of checks and balances to ensure that client-facing work and products are meeting company standards.

At Corrao Group, we make sure to celebrate our new business wins as a way to bring our company together during these tough times.

We have instituted weekly games and happy hours to spend more time with our staff while we are all working from home.

It’s still essential to build a family-like organization through the utilization of the technologies available (for example: Microsoft Teams, Skype for Business, etc..).

Be Positive

You have a responsibility to lead and be positive.

Remember, people are looking to you and drawing energy from the example that you are setting. Be a positive force to drive your company in the direction in which you wanted it to go and foresaw it going before the turn of the century.

Your employees will notice your body language and the actions you take.

This is not the time to be reactionary. Be proactive, and if you need help, ask!

Jack Corrao

Struggling with your business?

If you are struggling with managing your business in these times, please email us at WFH@corraofgroup.com. You can speak with our Managing Partner, Jack Corrao on any questions you may have about running your business from home. If you’d like to receive our weekly blog on our WFH series, please fill out the form below.

Frustrated With Your Manufacturing Sampling Program?

Is your company struggling to find the benefits of a good manufacturing sampling or seeding program? Sampling programs allow your company to catch any discrepancies or feedback before your production is in full swing. Without a closed-loop strategy, your company might not be seeing the results you want or expected. Our sampling program helped Kensington™, a leader of desktop and mobile accessories, see a 7,000% increase in ROI.

Program Pain Points

Sampling programs can make or break your product’s success. Companies tend to write off sampling programs without realizing the benefits a good program can bring in terms of end-user sales and customer feedback. Here are some pain points Corrao Group has found for manufacturing companies managing their sampling programs:

    • Trouble communicating the value of the samples
    • Missed feedback opportunities from potential customers about your product
    • No ability to track distributed samples
    • Samples are not personalized to the end-user
    • Difficulty collecting customer feedback during their unboxing to usage phases
    • Lack of auto-escalation to resolution as issues arise

Corrao Group’s Solution

Kensington™ partnered with the Corrao Group to develop an automated way of managing sample units. After optimizing their Salesforce instance, Corrao Group helped develop and implement a closed-loop strategy that involved sampling out new products to new or existing customers. The sampling program would require a streamlined distribution strategy, tracking capabilities, hands-off reporting, and clear ROI. The white-glove experience would become known as “ProConcierge” and would involve Corrao Group creating and assisting in:

    • Creating buyer personas to identify and prioritize qualified candidates
    • Building a content map for supporting marketing collateral
    • Creating weekly survey emails for the sampling program
    • Packages carrying docking stations were tracked through Salesforce, and Pardot was connected to ensure that the appropriate feedback requests were automatically delivered weekly
    • Customizing Salesforce reports to provide visibility into the leads generated weekly
    • Standardizing Kensington™’s Salesforce process and implementing data requirements throughout their sales process

Salesforce Products Used

    • Sales Cloud
    • Pardot
    • Einstein Analytics

Other Products Used

    • Form Assembly

The hand-off process included the creation of step-by-step demonstration videos by the team at Corrao Group to assist with training as new users joined the ProConceirge team at Kensington™. In total, Kensington™ saw a 7,000% increase in ROI, $3M in influenced sales, and over 1,000 units shipped. To learn more about our assistance in ProConceirge, download our white paper.

Salesforce’s Manufacturing Cloud

Our Sampling/Seeding program is exclusively built, configured, and optimized for Salesforce’s Manufacturing Cloud Platform. Manufacturing Cloud extends benefits to all your partners to collaborate across the same forecast order and demand data in one single source of truth. A new era is emerging for manufacturing, and it allows manufacturers to have complete control over the ability to operate their business in a much more profitable point of view.

Salesforce’s new Manufacturing Cloud will allow customers and their partners to have company-wide visibility into all their business processes. We understand that optimizing your Salesforce starts with optimizing your business processes. We’ve worked with nearly 1,000 customers; implementing, customizing, and optimizing Salesforce and have been everyday power users ourselves since 2008. Corrao Group can help you maximize your investments in Salesforce and Manufacturing Cloud. For more information, please visit our Salesforce page.

Working From Home: 5 Tips to Improve Productivity

Working from home can bring many benefits for employees; however, workers who are used to going into an office could be struggling with adapting to their new environment. Getting thrown off your daily routine brings many different challenges in terms of productivity, adjusting, and distractions. Being able to work remotely for the past 18 years, our company put together five tips to help you improve your productivity from home.

1. Have a Morning Routine

Do not wake up and jump right into work. It is essential to set up a morning routine to prepare your mind for the day of work ahead. Here is what we recommend for a morning routine:

    • Morning Walk
    • Yoga
    • Read a book, magazine, or the news
    • Make some breakfast and coffee
    • Listen to your favorite podcast or music
    • Set up your goals and review your calendar for the day

2. Have a Dedicated Workspace

Setting up a workspace in your home will help you stay focused and concentrate on high priority tasks. It’s important to avoid places in your home that could distract you like the kitchen, TV, or couch. Additionally, ask your company for a second monitor or chair to help you improve your productivity. If your company can’t complete your requests, we recommend visiting Kensington’s website. Kensington, a leader in desktop and mobile accessories, helps workers boost efficiency. With the help of Kensington’s products, you’ll be able to work from home like a pro! Below is a list of products that could help you maximize your new dedicated workspace to be more productive and comfortable.

    • Mobile Docks for Home & On the Go
    • Desktop Dock for Ultimate Connectivity & 4k Support
    • Trackballs
    • Mice
    • Keyboards
    • Laptop Risers
    • Footrests
    • Backrests
    • Monitor Stands and Arms
    • Wrist Rests

Working from home like a pro with Kensington's accessories

3. Schedule Time for Productive Work

Once you have found a dedicated workspace that allows you to focus and is comfortable, it’s time to plan and prioritize your calendar. You know yourself the best, schedule a 2-hour block on your calendar to get your most important tasks done for the day. For example, if you are most productive and less distracted in the morning, make sure you get those challenging projects or tasks done in the morning. Turning off notifications from your cell phone or social media will also help you focus on the task at hand rather than the incoming notifications. If you don’t have a workspace with a door, it is worth investing in some noise-canceling headphones to block out any distractions or noise in the background. Finishing your most significant challenge for the day will give you the feeling of accomplishment, and will help you be more productive throughout the rest of the day.

4. Be Communicative

Working from home doesn’t give you everyday visibility to all your coworkers like in an office. It’s vital to update your calendar in real-time to provide coworkers visibility into your scheduled day. Additionally, communicate and update your coworkers on any deals, documents, or accounts so that everyone is updated and on the same page. Daily meetings are encouraged to go over what tasks need to be done and track current progress. Finally, we suggest adopting a unified messaging system like Microsoft Teams for workplace chat, video meetings, file storage (including collaboration on files), and application integration.

5. Take Breaks and Walk

According to Psychology Today, “Working for long stretches without breaks leads to stress and exhaustion.” We recommend going on a walk to help you relax, get active, and reduce stress. A walk away from work will let your mind recharge and refocus. Sometimes, a walk inside or outside of your house could be enough to get you past the problem or task you might be stuck on. Make sure to stay hydrated throughout the whole day as water will help boost energy levels and brain functions.

Working From Home quote about breaks

Working From Home Brain Study after walking

Working From Home

Adapting to working from home is all about finding a routine that helps you boost productivity. Implementing these five tips into your routine will give you a significant boost in efficiency. In your free time, catch up with family or friends, find a new hobby, or clean a part of the house that’s always needed to be cleaned. We have been able to work remotely since 2008, and if you or your company is struggling to adjust, please feel free to reach out to us at wfh@corraogroup.com

Our Top 3 Manufacturing Pain Points Solved

Are you receiving any positive feedback or results from your sampling program(s)?

Have you lost complete visibility into rebates across your entire ecosystem?

Does it take forever for your account receivable team to collect payments?

Corrao Group understands the frustration of manufacturers who experience these pain points on a daily basis.

For the past two months, we’ve been explaining the invaluable benefits and exciting features of Salesforce’s Manufacturing Cloud. New features include: Sales Agreements, Account-Based Forecasting, Performance Reporting, and more.

Over the next two months, Corrao Group will be releasing three individual blogs to identify, explain, and offer solutions for three critical manufacturing pain points: Product Sampling, Rebates, and Collections. As a long time manufacturing-focused partner, we have been able to work with 100+ manufacturing companies to find the best-in-breed solutions for their wants and needs. Our solutions for product sampling, rebates, and collections are tailored, optimized, and exclusively built for the Salesforce Manufacturing Cloud Platform.

Manufacturing Cloud was designed for manufacturers to have greater transparency and collaboration across their entire business ecosystem. According to Cindy Bolt, “This unified view provides a clear picture of manufacturing customers through new sales agreements and account-based forecasting solutions that enable them to accurately forecast, plan, and drive predictable (and better) business outcomes.” Old and traditional manufacturing methods or systems can’t compare to the faster, transformative, and newer technology of Salesforce. To learn more about Salesforce Manufacturing Cloud, please visit their blog.

Corrao Group’s experience and discipline with manufacturing pain points dates back to 1982 with our Managing Partner. Jack Corrao has developed numerous operational infrastructures to support hardware and software companies to deliver the best in breed solutions. Since 2008, Corrao Group has been helping manufacturers utilize Salesforce to create an automated closed-loop system for channel-centric manufacturing. To learn more information about us, please visit our website. If you would like to learn more about Manufacturing Cloud, please check out our blog posts linked below:

Salesforce Releases Manufacturing Cloud

The Importance of Manufacturing Cloud

Our Favorite Manufacturing Cloud Features

Manufacturing Cloud: No Longer Negotiating Blind

Manufacturing Cloud: No Timely Visibility Solved

Manufacturing Cloud: Reporting on Performance

Manufacturing Cloud: Reporting on Performance

Tracking the overall performance of your company is an essential component for a successful business. Full visibility into your reports can become arduous if your data is siloed across multiple spreadsheets or systems. Manufacturers should move to Salesforce’s Manufacturing Cloud for a “More predictive and transparent business” (Salesforce). Manufacturing Cloud becomes your central location to house all your data, KPIs, metrics, reports, and more.

Reports are Difficult to Create

It’s important to have a dashboard of reports that identify the business’s health, performance, and areas for improvement. Reports such as KPIs, run-rate, financial reports, forecasting, and sales pipeline are all critical to track in real-time. Reporting may seem impossible if you don’t have full visibility into your business’s data or metrics. Additionally, it can be frustrating for manufacturers if creating reports is difficult or demanding. Both pain points can lead to performance reports being indistinguishable from each other. For example, your run-rate reports may be mixed with your new logo reports, which results in you not being able to understand your actual business performance or sales costs. Manufacturing Cloud gives all your users a reporting vehicle that captures your entire business ecosystem.

A Solution Built for Manufacturers

Manufacturers now have the ability to operate in a much more profitable point of view as Manufacturing Cloud delivers efficiency, speed, accuracy, and consistency. Additionally, it integrates with your Salesforce and other users to have everyone on the same page. Manufacturing Cloud combined with Einstein Analytics gives your users a complete 360 view of your customers, data, and reports. Utilize Einstein Analytics to gain crucial insights into your account health, demand planning, product penetration, sales agreements, and your KPIs. Salesforce’s Manufacturing Cloud provides your company with the predictability and consistency that is needed in the manufacturing industry.

Manufacturing Cloud Reporting made easier with Einstein Analytics

Working With Manufacturers Since 2002

Working with Salesforce since 2002, we’ve seen the invaluable benefits that a CRM can have for companies, especially those in the manufacturing industry. Salesforce’s new Manufacturing Cloud will allow customers and their partners to have company-wide visibility into all their business processes. With tools such as sales agreements and forecasting, data can be analyzed faster and effortlessly. Reporting on performance becomes easier with Salesforce’s Manufacturing Cloud. Salesforce consulting services have been just as important to us as business process optimization, and we strive to help businesses maximize their investments into their CRM and Manufacturing Cloud.

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Salesforce (Einstein Image and Logo)

 

Manufacturing Cloud: No Timely Visibility Solved

Salesforce solved a significant pain point for the manufacturing industry as manufacturers no longer have to negotiate blind. Salesforce figured out another challenge for the manufacturing industry: No Timely Visibility into Sales Agreements. Sales Agreements in spreadsheets can become very confusing and frustrating to track. Manufacturers must veer away from spreadsheets to a single source of truth.

Losing Track of Sales Agreements

Manufacturers are often so busy that losing track of sales agreements becomes a regular occurrence because most agreements are managed or hosted outside of the ERP. Manufacturers can’t make the necessary changes to help their company if a sales agreement is lost and underperforming. Data spread out across multiple spreadsheets or silos will cause multiple problems for your company in terms of tracking, updating, and sharing deals. Without full visibility into every deal, you’ll lose an opportunity or two without making any adjustments to the agreements or releases.

Salesforce’s Solution

Manufacturing Cloud gives you a flexible central location to house all your customer data, sales agreements, and forecasts. Sales agreements give your sales users the ability to put actual orders beside planned and forecast amounts in real-time. Additionally, manufacturers can receive automated platform alerts on missed targets to make quick adjustments to underperforming agreements. Real-time visibility allows manufacturers a way to manage complex deals and release schedules.

Salesforce Manufacturing Cloud

Salesforce Power Users

Salesforce solving the pain point of no timely visibility into sales agreements is another victory for the manufacturing industry. Manufacturing Cloud becomes your single source of truth that trickles data to your vendors, partners, and the factory. Everyone in your company has real-time visibility into all the important metrics with Manufacturing Cloud to work more efficiently and productively.

As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every department of your business. Salesforce “off the shelf” is rarely tailored to your unique requirements. We work with you to remedy that. We’ve worked with nearly 1,000 customers; implementing, customizing, and optimizing Salesforce. Since 2002, Corrao Group has been helping B2B organizations of all sizes successfully optimize their business processes with Salesforce and our full-scale digital marketing agency. Please contact us if you would like to learn more about how Corrao Group can help you.

Who Will You Adopt?

Our 2020 challenge to every company is simple: Adopt a nonprofit organization NOW. Words like care, commitment, love, and generosity come to mind when we think of the word adoption. When you adopt an animal, child, or nonprofit, it’s forever. Adoption doesn’t just mean you get together a couple times a year to feel good. Adoption means you are giving a commitment level that happens 365 days a year.

Give Beyond The Holidays 

For many companies, it’s the same story every year. The holidays arrive, and companies conduct one or two fundraising events for charitable nonprofit organizations. How is your company contributing to solving social problems the other 11 months of the year? The need to give back to your community hasn’t stopped because the holidays are over.

It’s time for the executive leadership of companies to adopt a nonprofit organization to help make a difference year-round.

The Importance of Adoption 

Adopting a nonprofit involves ingraining the organization into your company, culture, and business plans. Adoption is a deep and passionate commitment to helping a nonprofit every day of the year. It’s about making sure your company accepts, assists, and engages with both the events and mission of their adopted nonprofit.

You should take the KPIs (Key Performance Indicators) for adoption as seriously as any other company KPI’s. Our managing partner, Jack Corrao states, “When I look at our revenue and profitability goal, I think our nonprofit (Emilio Nares Foundation) goal the most important. The Emilio Nares Foundation’s (ENF) flagship program is to provide transportation for children with cancer to and from their hospital appointments. Funding rides for kids means we’ve hit our revenue numbers, we have happy customers coming back to us, and we have a healthy business culture. For me, it is the ultimate metric for Corrao Group.”

Nonprofit organizations need help. Many people working for nonprofit organizations don’t have a business or financial background. In today’s world, employees want to put in a fair amount of work, make a livable wage, and want to be associated with a company that makes a difference in their community. CEOs who adopt this model are more likely to attract people who are passionate about both their work and making a difference.

Our Beginnings – Saint Augustine High School

Our adoption started with Saint Augustine, a private intercity Catholic High School in San Diego. Saint Augustine reached out to our Managing Partner and their own Alumni, Jack Corrao, about his interest in being a part of the technology committee in 2001.

Because Saint Augustine shaped Jack Corrao’s core values, he wanted to do more.

Jack joined the Saint Augustine High School board of directors to provide consultative guidance for their future mission. Their first initiative – the rebuild of Saint Augustine High School into a new state of the art facility. New facilities included high-tech classrooms, a library, and a Gymnasium.

Health issues caused Jack to leave the board of directors in 2012. However, Saint Augustine remains a part of Corrao Group’s culture. The Corrao Group’s internship program provides high school seniors with early mentorship and guidance on the basics of business operations. Early professional guidance for students provides them with purpose and direction to help start their business careers. After students complete their internships, Corrao Group stays connected to them via advanced summer internships, LinkedIn, and summer visits. Many former interns become full-time Corrao Group employees after graduating from college.

SaintsHS_San_Diego.jpg
St. Augustine High School located in San Diego

The Emilio Nares Foundation

We decided to adopt and become a part of the ENF family in 2006. ENF helps families navigate through their child’s journey with cancer. Their flagship program, Ride with Emilio, provides free transportation for underprivileged children and their parents to and from the hospital for cancer-related appointments. Ride with Emilio currently serves children in San Diego, Orange County, and Los Angeles. Their goal is to bring Ride with Emilio nationwide.

Here’s how we helped grow and expand ENF since adopting their organization in 2006:

    • Corrao Group gladly welcomed ENF into our office when they needed additional workspace.
    • We implemented their Salesforce Org to help manage their donations and events.
    • A Corrao Group staff member has been on ENF’s board of directors to make sure we are physically a part of their organizational goals.

The most important part of our commitment and KPIs for ENF is Ride with Emilio. For every hour we bill our customers, we provide $5 to ENF which has resulted in over 3,396 rides for children to and from cancer treatment. It is a donation we happily send once a month to help them grow and expand as an organization.

“Using the Salesforce CRM tool has allowed us to increase our outreach and improve our donor relations. We are able to better manage our campaigns. Our Salesforce team, Corrao Group, has given us outstanding service, and they have become an integral part of our organization. Because of their excellent service, we have been able to grow and serve additional families whose children are battling cancer treatment.” – Richard Nares, Founder of ENF

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Corporate Examples

Lebron James

Lebron James, an NBA player for the Los Angeles Lakers, recently opened a school in Akron, Ohio. Lebron’s “I Promise” school opened up in 2018 for 240 at-risk third and fourth graders. Kids who attend the school will receive:

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Marc Benioff

Marc Benioff, Founder and CEO of Salesforce, recently set forth a challenge for every CEO: Adopt a public school. Benioff writes about a random visit to Presidio Middle School in his new book, Trailblazer. He didn’t have an appointment, but he walked into the principal’s office and asked to help out. Since his visit to Presidio Middle School, Salesforce has adopted 107 public schools. Additionally, Salesforce has given out $70 million dollars to local San Francisco and Oakland public schools. Salesforce also provides volunteerism, mentoring, and technology to the schools. Benioff recently explained the power every CEO has to make a difference in schools, “You’d be surprised at the power your company can have to improve your local public schools. And do you want to know who are in the schools? It’s the children of your employees.”

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Domino’s

Domino’s selected St. Jude as its’ national philanthropic partner in 2004. Domino’s has raised more than $57 million for St. Jude through its participation in the St. Jude Thanks and Giving campaign since 2004. “St. Jude is leading the way the world understands, treats, and defeats childhood cancer and other life-threatening diseases. Treatments invented at St. Jude has helped push the overall childhood cancer survival rate from 20 percent to more than 80 percent since it opened more than 50 years ago, and they won’t stop until no child dies from cancer” (St. Jude Mission Statement).

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Richard Branson

Richard Branson, the founder of Virgin Group, has been a big proponent of giving back instead of using the money for his personal use. Branson found Virgin Unite to “Unite people and entrepreneurial ideas to create opportunities for a better world. Since then, together with some great partners, we have inspired and incubated a number of wonderful collaborations – like The Elders, Ocean Unite, Carbon War Room, The B Team, and The Branson Centre for Entrepreneurship – which have spurred much needed change in the world.”

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Adopt a Nonprofit

Our 2020 challenge to companies is to find a local nonprofit to adopt. Committing to a nonprofit is not just about writing a check for them every month. It’s about making sure your company embraces, participates, and supports all their events. You will have a successful adoption if you find a nonprofit that you are passionate about, and an organization that aligns with your company’s culture.

Where will your company priorities be in 2020? You are disconnected from our world if money is your only priority. We are in a new decade. It’s time to wake up and make a difference for people who need our help… TODAY!

What will you choose?

References

Manufacturing Cloud: No Longer Negotiating Blind

Salesforce’s announcement of Manufacturing Cloud has given manufacturers the tools needed to take control of their business. Before the release, it was difficult for manufacturers to have full visibility into sales agreements. Negotiating blind occurs for companies when their sales team doesn’t have what it needs to plan, sell, or close the right deal. As a result, negotiating blind was the first significant pain point that Salesforce solved for the manufacturing industry.

Outdated ERPs and Forecasts

Ongoing changes to sales orders that are not communicated back to the original sales agreement are a major challenge for manufacturers today. The changes to sales orders are not fully visible to manufacturers because the sales agreements are managed outside of the ERP, or the deals are across multiple ERPs. In addition, inaccurate forecasting becomes an issue when updated sales orders are not synced directly to the sales agreement. Without accurate data in real-time, manufacturers tend to create forecasts based on their own best interests rather than relying on accurate data from past or present performances.

Salesforce’s Solution: Manufacturing Cloud

Manufacturing Cloud provides a central location to surface orders from multiple systems. All your employees and partners have real-time visibility into planned orders that can be compared to actual orders. All of your important data housed under one single source of truth will help Manufacturers improve their forecasting as employees cans see changes made to sale orders in real-time. With the help of Salesforce Einstein, forecasted data on the agreement can outline the internal assumptions that went into the contract so that you never forget crucial insights from your previous deals. In addition, Einstein can generate insights automatically to help you plan, sell, or close a deal when you store all your customer data into Salesforce. Manufacturers should no longer have to negotiate blind with the ability to have one single source of truth.

How Forecasts Help You

Let’s say you’re the Managing Partner of a manufacturing company that makes reading glasses. In order to make the glasses, you need to engage with a metal company for the frames and a plastic company for the lens.

After reviewing your forecasts without using the insights from Salesforce Manufacturing Cloud, you estimate you will require 10,000 eyeglass units. With the ability to forecast accurately in real-time with Manufacturing Cloud, you’re alerted you have the potential to make more than 12,000 and save in costs. Manufacturing Cloud gives manufacturers better confidence in their actual production units because of the ability to have accurate forecasting that can be broken down per month.

Now, you’re able to circle back to your vendors and negotiate a better price for your company based on the volume of material that’s coming in. Manufacturing Cloud takes the guesswork out of forecasting.

Corrao Group Can Help You

Solving the first pain point of the current Manufacturing industry is a significant accomplishment for Salesforce. With the recent release of Customer 360 Truth, Salesforce is giving its customers a single source of truth that houses all your customer’s data. Much like Customer 360 Truth, Manufacturing Cloud gives Manufacturers a more precise picture of their entire business with additional features that will help improve their company. If you would like to learn more about Manufacturing Cloud’s capabilities or features, please reach out to the Corrao Group team. The Corrao Group team is here to help you integrate and advise you on the best practices involving Manufacturing Cloud.

The Benefits of Moving to Salesforce Lightning

Salesforce has scheduled to enable the Lightning interface for all Salesforce users that have not yet migrated in January 2020. Salesforce users will still be able to access the classic interface, but there are many reasons why users should make the switch to Lightning. Customers on Salesforce’s new UI interface have increased their productivity by nearly 25%.

Corrao Group recommends all classic users to plan for the switch in 2020. You can start by turning Lightning on per user per department. Try Lightning out with the Sales or Service teams to get them trained, and when they feel comfortable, start with the next department. Your employees will become much more productive and find better results once they make the move to Lightning.

What is Lightning?

The Lightning Experience is a new interface that helps users build apps faster, create custom business logic, customize your user interface, and more. With a complete redesign, Lightning is a modern-day interface that allows users to build Lightning pages without code, using custom-built Lightning Components. Corrao Group doesn’t see Lightning as just a new interface. The Lightning Experience allows you to improve your processes and do so much more with better user adoption. Today is the best time for your company to re-evaluate and re-optimize your Salesforce system based upon your unique business needs. Lightning is also integrated with Einstein, Salesforce’s automated intelligence platform. Einstein provides helpful insights to help make jobs easier and boost production.

How Is Lightning Better Than Classic?

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Better User Interface

First of all, the Lightning experience looks and feels better than Classic. Your company can personalize Salesforce to fit your company’s brand logo and colors. Customized pages allow you to drag and drop different components on to your page so that every page can look different based upon the record type or app you find most relevant for your business.

In addition to the look of the instance, Lightning is easier to use than Classic. Everything on the Lightning platform from creating records to editing records is faster. For example, when you are on a record for a lead and you want to give them a call, Lightning allows you to call prospects directly from the lead page with a click of a button. If they don’t pick up the phone, use one of your pre-recorded voice mails, drop the message, and keep on working. A new feature, Salesforce’s Quick Actions, allow users to update records faster with the ability to log a call, send an email, or create a task from any page within Lightning.

New Features

All new features released by Salesforce going forward will be specific for Lightning. Classic users are missing out on tons of improvements to the Salesforce system that helps improve your employee’s productivity. Lightning is integrated with Einstein to look at your data to predict outcomes on your sales deals. Einstein now offers insights into whether deals are likely to get bigger, smaller, or get pushed out to the next month. In addition to Einstein, the list below contains new features released by Salesforce that Classic users are missing out on. You can see the full difference between the two orgs right here.

    • Pardot Einstein Campaign Insights
    • Einstein Activity Metrics and Pricing Guidance
    • Marketing Cloud Integration with Google Analytics 360
    • Advertising Studio
    • Mobile: Customized Mobile Experiences and the New Salesforce Mobile App
    • Salesforce Essentials
    • Salesforce Einstein: Quarterly Forecasting, Case Routing, and Code-Free Predictions on Records
    • Field Service: Time Sheets, Health Check, and Extended Match Work Rules
    • Knowledge: Expanded Channels, Flexible Styles, and Improved Article Management
    • Recycle Bin now in Lightning
    • Lightning Flows
    • Customized Reports and Dashboards
    • Kanban View
    • Quick Actions

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Enhancements On Existing Features

Salesforce took the pain points that users had in classic and made improvements to make them better in Lightning. For example, there are added enhancements on existing features such as reports and dashboards. Lightning dashboards look much better in Lightning now that you are not limited to the 3 Column layout. Users can now customize dashboards to a specific size or style that best fits your interests. In addition to the look and feel of dashboards, Salesforce has added a Kanban view which has been a big hit for Salesforce users. The Kanban view allows users to take any list you want, and with a click of a button, users can see each record as a card with the ability to drag and drop the cards into different stages depending on where your deal is.

Corrao Group Can Help You Make The Switch

As a partner of Salesforce for over 11 years, Corrao Group can help your company make the transition from Classic to Lightning. We have grown up using Classic and have made the switch to Lightning over a year ago to find a new UI system that allows our business to run quicker, better, and faster. Lightning should not be considered as “something we will get to eventually.” Migrating to Lightning is something you will need to budget for, and eventually implement by the end of the year. Look at switching to Lightning as a move that will help your entire company in terms of use and ease. As a partner of Salesforce for 11 years, our recommendation would be to contact a professional who has been through this before and can help you through every step of your process.

Please visit our contact us page to get a quote or assessment before it is too late!