Building your Salesforce Analytics Foundation

New users can be so overwhelmed with Salesforce Einstein Analytic’s features that it could take up to one year to use the application. Unfortunately, a year is too long to see an ROI for on such a tool. The solutions to this are Templates, out of the box sets of dashboards and reports for new users. Templates provide an expedited start to users starting out with Einstein Analytics. Up and running within twenty minutes, they contain best practice KPI’s and are available to customize.

Templates give users the power to package and distribute their apps to others in your company, partners, and even customers. Apps give you ready-made dashboards automatically populated with Salesforce data to show KPIs. If you’d like to show Marketing’s influence on the Sales pipeline, “there’s an app for that.” Templates will allow you to package multiple apps and share them with the team and others to view real-time information from your system.

Salesforce Analytics

Key Elements of Templates:

– Quick Start: A configurable wizard helps you adjust analytical assets in your system.
– Intelligent KPIs: Templates will adjust and recommend best practice KPIs based on your company type.
– Advanced Data: Have data spread across the entire system? Templates automatically combine data from Opportunities, Accounts, Products and more in one view.

Salesforce Analytics Templates to Watch For in Spring ’19:

– Lead trending
– Financial service cloud products
– Trailhead and learning map

Take Salesforce Analytics Further:

Templates are a great way to start out simple and quick, but you’ll soon need more as your business grows. Professional help is always recommended. Experts who have completed hundreds of Salesforce analytics implementations can take your experience to the next level. Corrao Group has been implementing Salesforce since 2008, completing over 2,000 implementations. Check out our Salesforce implementation services here to see how we can help your company with Einstein Analytics.

How to Build a Structured Content Calendar

Is your content creation team struggling with staying on top of marketing content? If so, you need a comprehensive digital content calendar. Every company, from start-ups to Fortune 500s, can benefit from the structure of a content calendar, so if you’re not using one, you can start to fall behind. Making sure you have planned content posts in advance is one of the best ways to make sure you are providing the consumer with current and relevant information.

Here are our top 5 tips for creating your digital marketing content calendar!

digital marketing assistance

1. Decide what you want to post

When your content creation team begins to build the calendar, they need to decide what kind of content your company would like to post. If you want to post pictures, social media sites such as Instagram, Facebook, and Twitter would be your best options. If you would like to share information about your company’s services, blogs and emails may be best. Do your research on the times that are best to post for each outlet, as you don’t want your posts to get lost in the abyss of social algorithms.

Another question you need to think about is who your ideal audience is going to be. Your content creation team will want to target the content to your audience, so you need to make sure it’s relevant and interesting to get them coming back for more.

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Salesforce Optimization Checklist

If your company has already set up Salesforce or plans to, we’ve put together a checklist to get the most out of your CRM. With Salesforce being the robust platform that it is, it’s crucial to have a strong foundation to help with the return on investment. We’ll take a look at a few of the requirements here, with the opportunity to view the rest by downloading our guide.

Executives showing salesforce implementation support

Executive Level Support

Employees follow the business processes taught to them by executives when first coming onboard with a new company. When companies adopt new technology, the executives are the ones leading the way in adoption and there’s a reason for this. Executives are leaders and anyone with hopes to become one must learn from them. So when these executives show interest in new technology, it proves to the company that this tech is here to stay. After all, they purchased it for a reason. It’s very important that your executives show the daily use of Salesforce to ensure their teams do so as well.

A Phased Implementation

A common mistake that companies make when implementing Salesforce is trying to do it all at once. Trying to onboard all business processes at once spreads your company’s resources thin, and we’ve seen this lead to the abandonment of implementation due to it taking a long time. Instead, start onboarding one department onto Salesforce, get them trained, and start with the next department. When the second department starts their onboarding, the first department should already show signs of ROI, making for a promising company-wide implementation.

Hire A Salesforce Partner

Not sure which department to start implementing first to show quick success? No one company is identical to another, so it takes years of implementation experience to speak with a company and find out the best implementation route. If your company wants the greatest ROI on their Salesforce investment, we recommend hiring an implementation expert. These experts become a part of your company by learning how it operates and then transfers these processes onto the Salesforce platform, helping each department along the way. Corrao Group not only offers these services, but we’ve been implementing Salesforce for over 10 years with over 850 customers currently. Visit our Salesforce offerings page to learn more.

Download The Full Checklist

Don’t miss out on the other steps in our Salesforce Optimization Checklist. Fill out our form below to ensure the best implementation for your company and to maximize your Salesforce investment. If you’d like to speak with Corrao Group to start your implementation process, fill out our contact us form.

Social Media trends for 2019 that can improve your business

2019 has arrived, and with a new year comes new trends. Social media has been on the rise as one of the main ways people spend their free time with, so it’s important to stay on top of current trends that can set your business up for success. Social media marketing is crucial for businesses in today’s society, and it’s not hard to figure out why.

Here are the top 4 social media trends you should be thinking about this year, with tips on how to implement each!

Video Content

video content social media

Video content has been a major part of social media these last few years, and 2019 will be no different. With Youtube and IGTV on the rise, it’s important to hop on the bandwagon to make sure you are creating content that people want to engage with. Short videos about your company’s products or services are a great way to tell prospects what you can offer them without taking up too much of their time. (Bonus: if you make a fun and compelling video, they will most likely share it with all of their friends).

Vertical videos are huge on social media platforms like Instagram and Facebook, and if you want to target to those consumers, you’ve got to change the way you present your content. Creating vertical videos is actually a lot easier too, as you can just start creating videos on your smartphone!

  • 82% of consumers have been encouraged to take action after watching a business marketing video.
  • 90% of consumers watch videos on their mobile.
  • 74% of consumers said that they have been convinced to buy a product or service after watching a brand’s video. 

(Wyzowl)

E-commerce

e commerce social media

A lot of brands are now looking to social media to sell their products. With sites like Instagram that allow brands to tag their items right on the post, the buying process has become a lot easier and more straight-forward for the consumer.

Buyers are always on their phones, so it makes sense to market to them there. Creating video content and visual ads through your social media can kickstart your e-commerce business.

  • Mobile e-commerce sales were projected to make up 63.5% of total e-commerce sales of 2018.
  • Product videos can increase conversion rates by as much as 144%.

(Social Media Today)

CRM Utilization

social media

CRM software can improve your sales through tools such as templates, campaign management, and marketing automation.

One way you can utilize a CRM, such as Salesforce, is through social media marketing automation. This tool is great for customer service because it can provide consistency for your posts and responses can be quicker. Consistent content is crucial for keeping customers engaged, so utilizing AI and automated messaging is a great way to stay connected even when you’re sleeping. You can also add personalization through these automated messages, which help your customers feel valued.

  • 74% of businesses using a CRM have acknowledged that they have improved customer relations.
  • CRM software can improve sales by as much as 29%

(Hosting Facts)

User-Generated Content

user generated content social media

Sharing content created by your social media followers is not only a great way to stay engaged, but it’s also an avenue that helps your company stay relevant without having to take the time to research and create content on their own.

Not only will you save time and money, but you will also foster brand loyalty. Sharing user content is also a great way to seem genuine in your marketing approach as you connect with your audience and acknowledge their content. Social channels and blogs are a great place to share user content, and the more you share, the more likely your customers will share!

  • 68% of millennials are receptive to information shared through social media
  • 86% say that user-generated content is representative of brand quality.

(TINT)

social media trends

Social media is always changing, but acknowledging these trends will help your business have a successful year. Videos are a great way to have interesting and digestible content and allow creative freedom. With videos and user-generated content, you will be able to keep customers engaged and willing to purchase your product. A lot of companies don’t have the time to leverage digital marketing experts, such as us at Corrao Group, but we have a full-service digital agency to get you started.

Utilizing a CRM can make this all easier through automation and organization of customer data, and with 10+ years of experience in this realm, we can help!

Preparing for Salesforce Success in 2019

At Corrao Group, we are part of the Salesforce ecosystem and work with our customers to tackle some of their most pressing needs to maximize their Salesforce investment. At Dreamforce, some of the hottest topics included analytics advances, data quality, Lightning migration, and 360 degree customer views. We hosted a webinar featuring our technology partners Skuid and RingLead to shed some light on these topics. Whether you are preparing for 2019 or later, the content on this webinar is applicable to you as long as you are trying to make the most out of your Salesforce investment. After viewing the webinar, you are eligible for a Salesforce Health Check offered by Corrao Group with support from our technology partners Skuid and RingLead.

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Field Service Lightning Explained

Part of Salesforce Service Cloud, Field Service Lightning (FSL) is designed to improve the first-visit resolution and onsite job management using a mobile solution with access to job schedules, van inventory, and more – with or without the internet. Additional features of FSL include the ability to quickly create work orders from any case, intelligently assign and manage jobs, increase first-time fix rate and stop problems before they happen.

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Corrao Group Partners With Data Management Leader, RingLead

data managementWe’re excited to announce our Platinum partnership with RingLead, the leader in data management, with over 300 million protected records worldwide. RingLead is dedicated to creating the most productive, feature-rich, easy to use platform to consistently improve lead quality, allowing sales and marketing teams to operate more effectively. RingLead provides tools to help prospect new leads, standardize contact records, cleanse your database and more.

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The Differences Between Buyer Personas and Ideal Client Profiles (ICPs)

When discussing Account-Based Marketing, the strategy that almost 85% of marketers measuring ROI say outperforms other marketing investments (ITSMA), there is usually some confusion between Buyer Personas and Ideal Customer Profiles (ICPs). Since they both represent characteristics of your company’s ideal target, they do have some similarities but are focused on two different objects: companies versus people.

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Know Thy Customer: Buyer Personas

Know the customer

Only .75% of B2B leads generated become revenue through a traditional marketing strategy (Forrester). Why? One of the many possible explanations is due to a batch and blast email campaign approach where marketers don’t take the time to identify who their audience really is, leading to a quick unsubscribe. Your clients expect personalized marketing these days, and if you don’t know who your customers really are, you won’t be able to personalize the content to what they’re actually interested in, and keep them engaged in nurture programs. While you may still be sending generalized content, your competitors are doing their research and using personalized content. That personalized content is seeing 6x higher of a transaction rate than content that is not personalized to the prospect (Marketing Land).

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Salesforce Campaigns versus Pardot Campaigns: Which one to use?

If you’ve used Salesforce’s Sales Cloud prior to using Pardot, you’re most likely familiar with how Salesforce campaigns function. They are objects used to manage and track outbound marketing campaigns, ranging from a simple email campaign to large, in-person conventions. Contacts and leads can be associated with multiple Salesforce campaigns as part of a multi-touch outreach. Pardot campaigns are similar but think of them more as the first outbound marketing campaign that the prospect (contacts and leads are called prospects in Pardot) interacted with from your company. Prospects can only be associated with one Pardot campaign; acting in more of a ‘source’ field type of way here.

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