Tag: salesforce

SurfaceTrends™ Integration For Salesforce Work.com

Corrao Group, a consulting partner of Salesforce since 2008, has announced their latest solution to give companies instant visibility into the health of their facilities’ high-touch points via Salesforce’s Work.com solution. Corrao Group’s SurfaceTrends™ integrates within Work.com’s Command Center and provides real-time environmental surface results for companies getting back to work. Jack Corrao, the Managing Partner of Corrao Group, said, “Our SurfaceTrends™ solution unifies the power of Salesforce’s Work.com, 3M, and Coastal Health USA. Providing real-time analytic data validating janitorial cleaning protocol is becoming mandatory for businesses and integrating with Salesforce’s Work.com is critical for developing your back to work plan.”

Corrao Group’s SurfaceTrends™ leverages the data from Coastal Health USA to analyze and visualize how clean a surface is inside of Work.com. SurfaceTrends™ offers companies a proactive approach to managing your facilities’ low, moderate, and high touch points or surfaces. “Being able to visualize and see in real-time how clean your surfaces are via 3M’s ATP (Adenosine triphosphate) tester is opening a lot of people’s eyes to how dirty their surfaces are,” said Ashley Mullenaux, an Infectious Control Analyst at Coastal Health USA.

SurfaceTrends™ integrated with Work.com provides your company with:

    • Real-time analysis and visualization of the cleanliness of your high touch business surfaces
    • Automated alerts via Command Center and email for surfaces requiring immediate cleaning
    • Automated Slack notification based on nonconformant test results
    • Allows staff and visitors peace of mind with cleaning results

SurfaceTrends Test Results

If you would like to schedule a demo to learn more about SurfaceTrends™, please contact sales@corraogroup.com.

About Corrao Group

As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every department of your business. Corrao Group has helped numerous healthcare companies since 2008. We’ve worked with nearly 1,000 customers, implementing, customizing, and optimizing over 2,100 Salesforce projects. Since 2002, Corrao Group has been helping B2B organizations of all sizes successfully optimize their business processes with Salesforce.

About 3M

3M is a national organization located in Saint Paul, Minnesota, and is the leading provider in worker safety, US health care, and consumer goods. 3M touches virtually every part of your life. With medical dressings that help wounds heal faster, reflective materials that make our roadways safer, and even stethoscopes that listen to astronauts’ heartbeats in space, 3M and their technology make the impossible, possible. Their goal is to apply their science to make our lives better.

Our Favorite Salesforce Winter ’21 Releases

We’ve gone through every note of the Salesforce Winter ’21 Release Notes and highlighted the most popular features circulating around the Salesforce community. It’s important to note that most of these newly released features are only available in Salesforce Lightning and not Classic. The features outlined in our blog are some of the best features available in the Lightning interface.

Work.com

Broadcast Messaging -2020 has drastically impacted the way companies engage with their employees and customers. Broadcast Messaging empowers companies to proactively reach their clients faster and on their favorite channel, SMS. Broadcast messaging lets you easily select a recipient list, choose from prebuilt templates, and send it to mass quantities.

Work.com broadcast messaging

Queue Management – Today, businesses need a trusted platform that is versatile enough to support ongoing changes. Queue Management empowers safe and seamless in-person interactions as the world starts to return to work. Queue Management is a Salesforce-native tool that lets organizations scale on-site capacity to ensure that local regulations are complied with.

Sales Cloud

Opportunity Deal Change Highlights – Highlight what has changed in the pipeline to see which deals increased, decreased, were pushed out, or pulled in. Text colors and arrows highlight whether deal amounts or close dates have changed during the last seven days. Hover over an arrow to get extended details about the opportunity.

Salesforce Opportunity Deal Change Highlights

Multi-Cloud Support for Billing – “Now you can create invoices and bills from CPQ orders, B2B Commerce orders, Service Cloud work orders, Velocity quotes, or any other quoting/ordering system that customers have” (Salesforce).

High-Velocity Sales Enhancements – With High-Velocity Sales, you now have the capability to organize and share sales cadences in folders. Additionally, Salesforce now allows you to pause sales cadences and change step ownership. Users can also insert free time into emails for scheduling directly from Lightning.

Service Cloud

Field Service: Time Sheets – Service executives can now create, edit, and take action on employees’ timesheets and expenses. Timesheets now become connected to your field service’s operation, allowing you insight into how your mobile staff is working. You can now view timesheets, record working hours, and send on-the-go approval timesheets. View Salesforce’s YouTube Time Sheets video to learn more.

Service Cloud Field Service Time Sheets

Service Setup Assistant – Achieve quicker time to value for customer service delivery with Service Cloud. “The Service Setup Assistant provides a two-step guided setup, out-of-the-box configuration, and built-in agent productivity best practices” (Salesforce).

Omni Supervisor Enhancements – Omni Supervisor Enhancements now allow supervisors to view voice transcripts in real-time as the phone call progresses, allowing them to jump in when agents need help.

Marketing

Customer 360 Audiences – With Salesforce’s enterprise-wide customer data platform, marketers can now collect, unify, segment, and enable all their client data. Customer 360 audiences now becomes your single source of truth to enable personalized experiences for every customer across every touchpoint.

Interaction Studio Enhancements – Business users can configure, evaluate, and incorporate machine-learning algorithms with Einstein Personalization Recipes that consider the characteristics, behaviors, affinities, and purpose of an individual to assess and deliver individualized recommendations. Einstein Personalization Decisions assesses both the probability of someone engaging with a specific offer or action and the business value of that offer or action to the company.

Journey Builder: Path Optimizer – By allowing you to test journey routes, not just message material, Path Optimizer unlocks marketing experimentation in new ways. In a journey, run one or several tests and choose the winning paths by engagement or on-demand. Only the winning route is received by new contacts. To gain insights and improve the experience of your customers, you can continue to run tests.

Marketing Journey Builder Path Optimizer

The Salesforce Winter ’21 Release Notes brings exciting new features for Salesforce employees and customers. If you have any questions about the winter release notes, please visit our website. If you missed out on our Salesforce Summer ’20 release blog, you can read it here.

Sources

https://trailhead.salesforce.com/en/content/learn/modules/winter-21-release-highlights

https://www.salesforce.com/blog/whats-in-the-winter-21-release/

https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/salesforce_release_notes.htm

Trailhead Photos

Salesforce.com

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.

Why Salesforce Is the Ultimate Work From Home (WFH) Platform

When it comes to working, there’s nothing more relaxing than responding to emails, making phone calls, and reviewing reports all from the comfort of your home. Being a stay-at-home employee has its benefits, such as having more control over your schedule, fewer distractions and more productivity, and everyone’s favorite reason, no time spent in traffic! Working on the Salesforce platform since 2008 ourselves, we know how relaxing it is to work from home. There’s almost nothing you can’t do from home while working on Salesforce. You’re still working, but it’s tasks from the comfort of your own home without any office distractions. Here are a few benefits from working from home across Management, Marketing, Development, and Sales.

Management

Our Managing Partner, Jack Corrao, started by saying, “People working in the office is nice, but it’s not necessary in a lot of businesses. Many of my employees could work from home because Salesforce is a cloud-based system. No servers required, which means if something happens in the office, like the internet goes down, you can just head home and work. We think soon all businesses will have to evolve with the coming times, that means moving away from their multiple systems for each department and onto a software like Salesforce, which supports: Human Resources, Marketing, Sales, Support, Operational Linguistics with each having a customizable cloud.“ He finished off by saying this, “You shouldn’t be handcuffed to your building, having freedom will make you a better and harder worker.“

Salesforce allows managers to track and display all their KPIs within Dashboards. With the company updating Salesforce in real-time, reports aren’t only ready at the end of the day, or week – they’re available 24/7 with live stats. All the information and conversations regarding projects are tracked and recorded within Salesforce.

working from home with coffee and a laptop

Marketing

Our Marketing Specialist and Social Media Manager John Carroll said, “If everyone had to work from home tomorrow, we would still be a functional and successful company. We all have access to the same data in real-time, so we don’t have to wait for reports, documents, or files from co-workers.” He also brought up this tweet from Salesforce CEO, Marc Benioff, who said, “While we are all working from home during this time, we are using quip to help other remote teams across the globe collaborate.” He is talking about the documentation software, Quip, where documents, spreadsheets, slides, and chat are all combined and connected to Salesforce records. At Corrao Group, we use Quip to communicate with each other, even if it’s a few desks away or from one of our remote offices such as Seattle or Canada. 

We can create a campaign asset inventory for emails, landing pages, and more within Quip, where our entire team can collaborate in real-time, anytime. Quip should be in the everyday marketer’s toolbox, especially those already on the Salesforce platform. Fields in Salesforce can map to information in Quip, so when users update one piece of info, the other connected piece is automatically updated so there’s no discrepancy. It’s perfect for working from home because all the content is live, and team members can get notified when updates or tasks are assigned. 

Sales

“With Salesforce, working from home is as easy as it gets”, Ellis Davis, Sales Operations at Corrao Group. All the information and tasks are inside Salesforce so forgetting any notes at the office are a thing of the past. It’s all inside of Salesforce and easy for the whole company to access in real-time. With Chatter being the main communication on projects, she and everyone else can jump into the conversation and catch up or give updates with everything being in one place. “We’ve always known how to work from home because we’ve always had Salesforce, so it’s easy to hop on during a weekend and home and work like you were in the office”, she ended with. Tyler Keil, Sales Operations, has always lived by the phrase, “If it’s not in Salesforce, it doesn’t exist.” All notes are put into Salesforce and associated with the appropriate location, whether that’s a Lead, Contact, Account, Opportunity record, or something else. Having instant alerts when someone updates one of your records or tasks that you’re working on helps speed up everyday processes while working from home. “Salesforce is much more than a virtual Rolodex, it tracks conversations, the entire pipeline, historic deals and much, much more.”

When working from home, sales reps can’t quickly ask if a co-worker spoke with, or emailed a new lead. With Salesforce, all calls and emails are logged right on the contact record as they happen, so there’s no confusion. This way, reps can catch up if they need to without having to wait for someone to explain the updates themselves. Salesforce eliminates the need for unnecessary meetings and allows users to continue being productive at home.

Salesforce - the ultimate work from home platform

Salesforce: The Ultimate Work From Home Platform

We’ve had the ability to offer the option for our employees to work from home since we started using cloud-based solutions in 2002. Since then, we’ve adjusted and created an infrastructure within Salesforce so our team can work from home and not skip a beat. While Salesforce isn’t required in order to run a business from home, it can incredibly boost the progress and success of each department, all while making your employees’ jobs easier. We understand how flexible the Salesforce platform is and how it supports every department in your business. If you’re struggling to run your company from home, please email us at wfh@corraogroup.com. We can jump on a call to discuss your current and projected business situations and suggest assistance.

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.

Give us a follow on our social platforms!

Twitter

LinkedIn

Facebook

Sources

Salesforce (Einstein Image and Logo)

 

The Importance of Manufacturing Cloud

The release of Manufacturing Cloud is a fantastic accomplishment for Salesforce. Manufacturing Cloud takes the current pain points of the industry and turns them into an experience that is flexible in reacting to the customer’s ever-changing demands. In this blog, we are going to share with you the importance of Salesforce’s latest release.

Forecasting

Salesforce knows that the manufacturing industry contains more than just customers. Suppliers, contractors, dealers, service technicians, distributors, and internal warehouse and factory all play a crucial role in the development of your product and the experiences of your customers. Manufacturing Cloud helps users collaborate in real-time across the ecosystem to ensure your forecasts are accurate and updates to your schedules are automatically communicated to warehouse and purchasing departments.

According to Salesforce, “Manufacturers need a clear understanding of all past shipments, current production plans, and future production forecasts.” Forecasting in Manufacturing Cloud is all about taking control and allowing flexible releases to your customers’ needs. Manufacturers often have very different sales and forecasting processes that your supply and chain teams must know when to deliver new items. Manufacturing Cloud gives users the upfront awareness of what you think you’re going to sell, and when you are going to sell it. Having critical insights into the timing of selling your product will make every part of your business sufficient.

Forecasting in Salesforce isn’t just about how you’re going to sell your product on your unique timeline. It’s about knowing how you need to staff your factory: Do I need a second shift, or can I get by with the first shift? Manufacturers always have absurd spikes where their employees are forced to work long hours to get their product out. Forecasting in Manufacturing Cloud gives manufacturers an overview of all their businesses, allowing them to take control and make smarter decisions.

ipad_forklift_v2

Partner Collaboration

Manufacturing Cloud extends benefits to all your partners to collaborate across the same forecast order and demand data in one single source of truth. For example, the Partner Community allows your vendors and partners to see and engage in real-time updates to your sales forecasts. Additionally, analytics will be tied directly to order data with additional information into the territory, customer, agreement, product line, or product performance. Improving inventory management allows manufacturers the chance to analyze their customer data, and gain insights into every product and territory performance.

A New Era

Manufacturers for far too long have used old proprietary systems that have never been scaled. In addition, these systems are not cloud friendly. Salesforce being able to tie manufacturing into the leader of the cloud is a big deal. The era of using and exporting spreadsheets or pivot tables is over. 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.

Our experience with manufacturing dates back to our Managing Partner, Jack Corrao. Jack has developed numerous operational infrastructures to support hardware and software companies to deliver the best in breed solutions. As our #1 vertical, we are here to help you integrate and train you on best practices involving Manufacturing Cloud.

Over the next couple of weeks, we will be releasing a new blog related to Salesforce’s new Cloud. We’ll cover manufacturing pain points Salesforce solved, our favorite features, and how to integrate Manufacturing Cloud. If you would like to learn more, please contact us.

Sources

https://www.salesforce.com/blog/2019/09/introducing-manufacturing-cloud.html

All Photos can be found here: https://www.salesforce.com/products/manufacturing-cloud/overview/

The Effects of Bad Data

Did you know poor data costs businesses on average around $700 billion annually, equivalent to 30% of the company’s revenue (Salesforce)? Having a powerful CRM platform like Salesforce doesn’t automatically ensure business success. Keeping data inside Salesforce healthy takes a lot of time and effort for your employees. Clean and quality data ensures that all high-level data related to marketing campaigns, sales forecasts, project management, pipeline reports, and dashboards are accurate.

But what happens when the data in the system is unreliable?

What is Bad Data Quality?

Unhealthy data is information in the system that can disrupt a company’s business process through missing, inaccurate, or duplicate data. A recent Salesforce study found, “The average contact database is composed of 90% incomplete contacts, with 20% of records being useless due to several factors, 74% of the records needing updates, and more than 25% of those being unintentional duplicates.” In essence, poor data includes:

    • Missing Data: Empty fields that data is required to be in.
      • Example: Missing phone/email, title.
    • Inaccurate Data: Wrong information put in the fields.
      • Example: Wrong address, phone numbers, emails, titles.
    • Duplicate Data: Contacts, accounts, or leads that show up more than once.
      • Example: Two leads with the same number or email.

IPad showcasing bad data

How Poor Data Effects You

According to RingLead, the 2nd largest issue among Salesforce customers is bad data. Companies start making poor business decisions because of inaccurate data producing misleading results. Here are just three ways that bad data can hurt a company:

    • Inaccurate Reports and Dashboards: Inaccurate data negatively impacts the sales or marketing teams to stay on top of qualified leads or opportunities. Employees could be wasting time on the wrong opportunities. False reports can lead to the company’s top decision-makers making choices based on inaccurate data.
    • Wasted Time and Money: Spending money on campaigns will be inefficient if the ROI reporting is incorrect. Bad data can report that your advertisement campaign only sourced $6k worth of deals when it could have actually been $80k. Not seeing that proper ROI could lead to missing out on the chance to rerun successful campaigns and efforts.
    • Decline in User Adoption: Users might use another system to keep track of their data if they have little to no confidence in the quality of data. Employees tracking data in another system is another example of time and money wasted on a powerful CRM system.

How to Improve Your Data Quality

According to Salesforce, “Because the quality of the data affects the entire organization, data quality metrics should be a company-wide responsibility.” Improving your data quality starts with training employees on the importance of data. The Corrao Group can help you standardize your Salesforce process and implement data requirements throughout your Salesforce sales process. Healthy data brings better results for the company in terms of customer experience, reports and dashboards, shorter sales cycles, and more. Your company can expect great results when employees start inserting data of high quality into your CRM system.

Bad Data across the world in different countries

Corrao Group x RingLead Data Solution

RingLead is the #1 data quality platform for sales and marketing, and has a suite of products dedicated to removing and preventing duplicates, improving data quality, and performing system-wide data scans. Partnering with RingLead has given Corrao Group an easy to use platform to consistently improve lead quality by providing tools to help prospect new leads, standardize records, and clean unhealthy data. Corrao Group ensures your sales and marketing efforts are reaching the right people with accurate information.

Corrao Group Health Check

One of the ways Corrao Group can help your company improve bad data is through a Health Check. A Health Check is a reverse Salesforce system demo to ensure you’re getting the most out of your current investment. Health Checks help ensure your system is up to date on the latest Salesforce release and enable you to learn best practices from a certified Salesforce implementation expert. Corrao Group can help standardize your Salesforce process and implement data requirements throughout your Salesforce Sales process.

Please contact us to take your first step towards optimizing your data and maximizing your Salesforce investment!

Sources

Salesforce.com 

RingLead 

The Importance of Salesforce Training

Salesforce Training Clipboard Wouldn’t it be nice if all the employees at your company were Salesforce power users? Imagine the ROI your business would receive. None of this is possible without some kind of training. It’s a fundamental key to every business’s success. Yes, training means spending more time and resources; however, it’s required because Salesforce is a platform that is very complex and powerful. As a Salesforce Consultant, we view training as a big part of our success. It’s paramount that every single one of our employees are power users. The first question that might pop up in your mind is: How do I become a power user, or where do I even start with training?

Salesforce Training Basics

Because of how vast and intimidating Salesforce can be, it’s best to start with basics definitions in the system. Learning the basics of what accounts, contacts, or leads are can increase your team’s knowledge of the system right away. Give a value proposition of why it’s important to Salesforce, so the employees know the significance of each term. During these training sessions, it’s a good idea to physically walk-through what each definition is and to show them where they are in the system. You have to remember that every employee responds differently to training. Some might like visual presentations, while others may want more hands-on training. Find the right balance so that every employee has their best chance to learn. Our suggestion would be hands-on training because they can learn the basic key terms while physically engaging with the system.

After basic definitions are taken care of, give examples of how to navigate through apps and tabs in Salesforce, or show them how to make a new opportunity. Salesforce Training is something that will take time for employees to learn, but over time, these training sessions will become quite helpful for your company overall. If you don’t have the time or resources to do the training on your own, you should look into a reliable Salesforce consultant who is a power user.

Salesforce training session

Becoming Salesforce Power Users

Becoming a Salesforce power user is not something that will happen overnight. It takes years of training and implementing Salesforce systems to find what works and what doesn’t. We’ve worked with over 1000 customers, implementing, optimizing, and customizing their Salesforce system to fit their needs or goals. That’s why training is a fundamental key to our company. With over 2,050 successfully completed projects and 78,500 implementation hours, our development team can maximize your Salesforce investment to see higher ROI.

However, it’s not just our development team that makes a difference here at Corrao Group; it’s everyone in our company. It starts with our leadership. When the executives show interest in Salesforce training, everyone else at the company will as well. It is the follow-the-leader type of philosophy. Salesforce was purchased for a reason, so it should be imperative to the executives/leaders to maximize the investment they put in. The only way that happens is to learn and use Salesforce every day like power users.

Salesforce Training San Diego

Salesforce Training with Corrao Group

If your company wants to maximize the ROI on their Salesforce investment, we recommend hiring a Salesforce consultant. These experts become a part of your company by learning your current business processes and then create a personalized Salesforce strategy tailored toward your goals. At Corrao Group, we specialize in custom integrations that are based upon your unique needs and business requirements. We scope, deploy, and train to enhance your system. Secondly, we have 6 or 12-month agreements (Salesforce Sales Cloud, Service Cloud, Marketing Cloud) that provide guidance and support after projects are completed. We work with you and your team to ensure your system users adopt the system so your organization generates results.

Training with Corrao group is the first step towards maximizing your Salesforce investment. As Salesforce Consultants, we have vast experience in implementing and optimizing customers systems. When we complete a project, we offer Salesforce training that can benefit your company. These training sessions can take up to 8 hours as we physically walk you through everything we did to your system. These sessions allow time for you to ask us questions so that you can learn and transfer the information to your employees. If you would like to have your entire team on the call, that is fine with us as well. If you would like to learn more about our implementations and training, please visit our website.

Pardot Introducing Engagement Studio Timers and SSL for Vanity Domains

Don’t look now but Pardot is back at it with even more advancements! They’ve recently added SSL for Vanity Domains and customizable business hours for Engagement Studios. Let’s dive into these new features Pardot has released for us.

SSL for Vanity Domain
Tired of having to use go.pardot.com for your secure HTTPS connection? Now you don’t have to, SSL is now made available for your vanity domain. Giving you the ability to host your Pardot marketing assets under the HTTPs of your vanity domain.

Set up is really simple. From Pardot, go into Admin > Domain Management > Tracker Domain.

Read More

Building a Successful CRM with Salesforce Consultants

Imagine self-implementing a system as vast as Salesforce to find out 6-8 months later that you cannot prove its ROI. Meanwhile, you’ve already spent quite the investment already so that your budget is locked up for the rest of the year. For the past 10 years we’ve seen this all the time, and it is all caused by self-implementation.

Whether you have decided to pick Salesforce as your customer success platform or are strongly considering to do so, what usually follows is, “Can I self-implement? Why do I need to hire a consultant?” Yes, you can do implement Salesforce yourself, but it’s not recommended unless you have a Salesforce admin with over five years of hands-on experience. Although, we highly suggest against self-implementations as it usually does not lead to the proper transfer of business processes onto the platform. This comes from the Salesforce client not having the knowledge of what Salesforce can do as a platform when implemented company-wide.

Read More