Salesforce Summer ’20 Release Updates

Going through every note of the Salesforce Summer ’20 Release Notes can be tedious. We’ve highlighted the most popular features circulating around the Salesforce community with a description of each new release. It’s important to note that most of these newly released features are only available in Salesforce Lightning and not Classic.

Sales Cloud

    • Kanban View Enhancements:
      • Enable sales reps to update key opportunity fields from the kanban view quickly. Add a little fun to your sales journey by celebrating closed-won deals with new celebration moments in the kanban. Click the link below to watch to see the Kanban View enhancements in action!
    • High-Velocity Sales: Einstein Call Coaching
      • Sales teams can now optimize interactions with customers with conversational intelligence. Post-call insights give managers intelligent trend analysis ensuring teams can build and refine sales strategies based on conversation trends.
    • High-Velocity Sales: My Feed Alerts
      • Sales reps can respond to their prospects’ engagement in real-time to maximize outreach while the lead is hot. For example, sales reps can tailor email arrival times to increase the likelihood that recipients read them. If a sales rep knows that their contact always reads their email when they come back from lunch, you can schedule the email to arrive at 1:00 pm. The new Scheduled Emails component lets reps update the content of a scheduled email and change its scheduled date and time.

Service Cloud

    • Service Cloud Voice
      • “Natively integrate the telephony channel within Service Cloud. Voice calls can now be part of the dynamic workspace, alongside digital channels. Agents use an omnichannel module to accept an interaction. With real-time call transcripts, connect workflows and next best actions to voice conversations. Deeper integration drives agent efficiency, customer satisfaction, and supervisor insights” (Salesforce).
    • Einstein Reply Recommendations
      • Give your agents the power of AI that automatically suggests recommendations to customer requests. Einstein is continually learning about your customers, giving you suggested replies based on a list of approved responses.
    • Field Service Lightning: Deep Link Actions
      • Mobile workers can now use the Field Service Mobile app through deep linking. “With deep linking, you can specify URL schemes for other apps and send users to external content inside the Mobile Publisher app” (Trailblazer Community). Deliver better experiences for your mobile team by adding deep links to specific actions and flows to reduce the number of taps it takes to trigger an action or flow.

Marketing

    • Content Builder – Interactive Email
      • Marketers can now evolve the inbox experience for customers with Email Form Block. Using five different templates, marketers can now create in-mail forms to have subscribers complete forms without leaving their inbox.
    • Datorama: Data Lake
      • “Data Lake is a new, comprehensive solution for processing granular, raw, and non-aggregated marketing data for use within Datorama” (Salesforce). Marketers can extract and store raw data at scale, and load it easily into Datorama for analysis, visualization, insights, reporting, and activations.
    • Einstein Copy Insights
      • In an intuitive dashboard, marketers can gather language-related feedback regarding subject lines to find out what drives engagement and enhances campaign performance.
    • Einstein Messaging Insights
      • Einstein Messaging Insights quickly and efficiently analyzes your email and customer journey activity providing automatic key insights into what factors impact your email sends.
    • Pardot: Einstein Attribution
      • Einstein Attribution is a new AI-powered multi-touch allocation model that tracks all of your campaigns’ conversion trends and highlights which channels and campaigns are most successful.
    • Pardot: B2B Marketing Analytics Plus
      • Discover a connected, smart, and enterprise-ready experience that links data across all of your marketing applications and business units with further enhanced predictive insights and intelligence. Comprehend what happened with your campaign, why it happened, and what could happen in the future.

Manufacturing Cloud

    • Account Manager Targets
      • You can now create, assign, or edit targets for your organization to achieve performance goals based on product volume, revenue, or custom metrics.
    • Key Account and Product Management
      • Manage large data sets, boost efficiency, and improve forecast accuracy by defining key accounts and product parameters representing tiering structures within your organization.
    • Account-Based Forecasting Enhancements
      • New and enhanced Account-Based Forecast reporting gives you more versatility in assessing business results. Create comprehensive comparative reports that allow you to analyze account-based forecasts by product and time period more efficiently.
    • Sales Agreement Enhancements
      • New and enhanced sales agreement reporting allows you more flexibility in assessing business results. Develop comprehensive composite reports that show products and product schedules for sales agreements.
    • Einstein Analytics for Manufacturing Enhancements
      • Track and analyze changes in forecasts at the account and product level. With the new multi-currency support, users can use pre-built templates to analyze data in any of the supported currencies within their organization.

Work.com

    • Workplace Command Center
      • Access return-to-work readiness from a single hub to safely reopen workplaces. Manage and monitor your staff’s health, completion of training, shift scheduling, and the preparedness of your facilities.
    • Shift Management
      • Streamline employee and workplace readiness by allowing employees to specify their availability, manage shifts, and comply with the social distancing rules upon their arrival window.
    • Emergency Program Management
      • Help organizations support residents, neighborhoods, and agencies in crisis times by providing access to emergency information and replacing manual processes with streamlined application processes.

The Salesforce Summer ’20 Release Notes does bring exciting new features for Salesforce employees and customers. However, customers still using classic will not be able to use these features. If you would like to learn more about migrating to lightning from classic or have any questions about the summer release notes, please visit our website.

Sources

https://www.salesforce.com/releases/summer-20/overview/

https://trailhead.salesforce.com/en/content/learn/modules/summer-20-release-highlights

https://releasenotes.docs.salesforce.com/en-us/summer20/release-notes/salesforce_release_notes.htm?d=cta-body-promo-86

Salesforce.com

Salesforce Photos

Manufacturing Cloud: Thinking of Moving Production Onshore?

Manufacturers face a combination of robust decision making components that are factors for any business globally. With the ongoing unknown of 2020, and incoming massive new tariffs (trade deal phase 1), moving some parts of your production back to North America could become the new norm as early as 2021. The component price will always be lower overseas, but what if you could control your entire manufacturing process? Gaining flexibility is now available with the use of Salesforce’s Manufacturing Cloud. Before discussing the motives of moving production back onshores, it’s important to understand how manufacturing evolved.

Early Manufacturing

In the early 1970-1980s, manufacturing within the United States was booming. Local manufacturing jobs were thriving, and all production was done here on shores through quick runs. The era of quick runs soon became an era of the past. Having to go back and forth on prototypes became expensive, and with rising new technology came a vision of manufacturing processes (Structural Design) done quicker and cheaper. China began creating large factories with low-cost labor and tolling resulting in a more affordable and faster way of manufacturing. With labor costs so cheap, China would go on to become the world leader in manufacturing.

Starting to Move Production Back

As 2020 moves forward and companies start to prepare for 2021, moving some operations to North America is becoming the priority with most manufacturers. When you factor in the new tariffs from the trade deal and managing the supply chain from afar, it becomes a lot to maintain. Final assembly, software packaging, trail producing, and testing are aspects of production that can be moved back to the United States or Mexico. Moving production back onshore is an opportunity to take some of the raw components and assemble them in the US. For example, final assembly in Mexico could become extremely cost-effective with easy access of driving materials across the border. Having one-week shipments being readily available vs. six-week shipments allows you to be less dependent on your supply chain. Integrating your Sales and Operations Planning (S&OP) with Manufacturing Cloud will give you control over your entire business processes.

Salesforce Manufacturing Cloud

The advantage of adding Manufacturing Cloud to your S&OP is that it can drive demand, and tell your factory what to build in real-time based upon your specific schedule. Adding modules in your system through real-time reporting in manufacturing will provide you visibility into what your factories are currently building, what product is coming in, and more. With a central location of all your data and correct scheduling, your sales team will be updated and on the same page. Data spread out across multiple spreadsheets or silos will cause various problems for your company in tracking, updating, and sharing deals. Overall, integrating your manufacturing processes into manufacturing cloud gives you the flexibility of not being so dependent on products coming from offshore.

salesforce-manufacturing-cloud-image

Our Manufacturing Experience

Corrao Group’s experience and discipline with manufacturing pain points date 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. 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. To learn more information about us, please visit our website.

Salesforce - the ultimate work from home platform

Thank You, Class of 2020

To our St. Augustine High School Class of 2020 interns:

Nobody could have predicted how this year would go. In January, we were discussing the future and teaching work ethics and helping you all gain a little knowledge of the workplace. You all accepted the challenges we gave you and tackled them head-on. Not once did any of you turn down a job assignment, even though you didn’t have the experience.

You asked questions, gained your knowledge, and proceeded to succeed in your tasks. Now, you face different challenges going forward. Corrao Group has the utmost faith that you will all take these challenges presented to you, examine them, and come to a determination on how best to succeed given those obstacles.

We congratulate Griffin Miller, TJ Roeder, Jonathan Bonanno, and Noah Shroeder as you enter the next phase in your lives. Remember good work ethics are important in school as well. Congratulations to the Class of 2020! We expect to see great things from you Saintsmen!

Griffin Miller – Texas Christian University (TCU)

 

 

 

 

 

 

 

 

Jonathan Bonanno – Point Loma Nazarene University

 

 

 

 

 

 

TJ Roeder – Emory University

 

 

 

 

 

 

Noah Schroeder – University of Dallas

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.

Work From Home Spotlight: Paul Mobley

Today we’re highlighting the first guest of our Work From Home spotlight series: Paul Mobley. Paul leads sales and legal operations at Ephesoft, a tech company in Irvine, CA. “I have always worked where I’ve needed to work,” he mentioned before explaining that he’s worked at multiple WeWork locations, traditional corporate offices, conference rooms, hotel rooms, and from home. A flexible attitude is what makes working from home, and ultimately anywhere, not a large hassle for Paul.

Staying Connected With The Team

Paul says he’s been more communicative than ever before, utilizing many different tools such as Google Hangouts, Salesforce Chatter, and Zoom to keep in touch. His team used this technology before COVID-19, so there was no additional learning curve. He uses whichever communication method is preferable for the situation and the other people’s needs. Instant Messaging may be used for something needed immediately, where Zoom meetings are held for higher priority and more complicated topics. Texts and phone calls are not out of the question, they’re still great ways to have conversations and meetings “on the go” and get some fresh air.

“The internet has changed the distance barrier we used to have,” stated Paul. He explains that in the past, most people thought that we’d have more interaction with someone in the same office compared to someone working remotely. Yet, it could easily be the case where we actually interact more with co-workers that are remote. It comes down to who you report to, who is on your team, and/or who reports to you. Regardless of where employees are located, today’s technology allows us to connect within seconds with the ability to screen share and turn on our videos. It doesn’t matter if that person is in the same building or on the other side of the world.

Spending Extra Free Time

Many people who are new to working from home have some extra time on their hands now that they don’t commute to and from the office. Some use the specific time they usually spend in the morning driving to work on other activities such as walking, meditating, reading, listening to the news, sleeping in, the list goes on. Paul doesn’t think of it in a way that it gives him extra time, but that it allows him to allocate his time throughout the day more effectively. He sometimes uses that time early in the morning to get a head start on the day and block out time later in the day for a break to refuel and refresh.

“Taking small risks is like trying new foods. As our palettes change, it gives us more opportunities to try new things.”

This “extra time” also allows us the freedom to try something new. It’s time for employees to step up and take on more responsibility within the company if they have the time. It could be learning more in-depth about other departments’ processes within the company or more about current customers’ needs to see how you can further help them solve business challenges. This time can also be used to recover from a stressful day. Paul also enjoys regular bike rides to clear his head during busy days. Finding your head-clearing activity can help reset when it feels like you’ve been working for too long.

Being Authentic and Developing Closer Relationships With Your Team

Working from home gives employees the ability to show their personality today more than ever before. At the office, we are allowed to have pictures, fun mugs, and other items on our desk, but it’s never as personal as what’s at home. Paul recommends you go into meetings with the mindset of it being held on your terms versus the company’s because it’s in your personal space. You get to choose how public or private you want to be when you attend a meeting from your own home. When meetings are held in the office, it’s standard to wear nicer clothes, have no distractions, etc. At home, the expectations are different and it allows us to show our authentic selves through the clothing we wear, our backgrounds, and our overall presentation. We are only limited by our creativity. For example, sometimes he feels cooped up inside and needs a change of pace. Using wifi on his computer or using the data connection on his phone, Paul has the freedom to roam. Most people on these calls or videos understand this because they may be experiencing similar feelings of being stuck!

“Have fun – you don’t have to work from home, you get to work from home,” said Paul towards the end of our discussion. He mentioned people may not want to lose what they’ve gained while working from home. This could be enjoying a new morning walk routine so much that upon returning to the office, they wake up 20 minutes earlier than usual to walk before heading into the office. It could also include something more substantial, such as a 2-hour mid-day break where employees make up that time later in the evening at home. He doesn’t view working from home as uncomfortable because, “If you live there every day, it shouldn’t be uncomfortable. It’s only uncomfortable because we haven’t done it before.”

ABOUT EPHESOFT

Ephesoft is the leader in Context-Driven Productivity solutions, helping organizations maximize productivity and fuel their journey towards the autonomous enterprise through contextual content acquisition, process enrichment, and amplifying the value of enterprise data. Customers use this innovative technology to automate any document-based business processes or tasks, improving accuracy, increasing efficiency, and reducing costs. Ephesoft’s focus is to improve enterprise productivity, which results in better customer experiences, more fulfilling careers, and higher business profitability.

Sign up below to hear more from, and even be a part of our work from home series.

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Future Impacts of Working From Home

Employees may come back to a very different office from when they were last there. There could be motion-activated doors and voice-activated elevators, fewer desks, or desks that look entirely different. Working from home could be the new norm with organizations being forced to find ways to successfully do so during Covid-19. While a number of companies will return to the office just as they were, many companies are going to begin working remotely because they can. To successfully run a company from home requires the right management, employees, procedures, and technology. The most likely future impacts of companies working from home include different looking office spaces and new germ/virus protection measures.

New Office Designs

No one will feel comfortable on their first day back in the office if they’re sitting within three feet of their coworkers all day. A few sneezes and coughs later from coworkers and employees will spend more time worrying about not getting sick than getting work done. We are going to see a complete remodeling of how office spaces are laid out going forward. Starting at the building’s entry point, automated doors could become everyday normality. Grocery stores have automated doors and we only visit those a couple of times per week, so why are we touching the building’s entry handle multiple times a day?

Today, open office floor plans are extremely popular. It allows employees to interact easier in a more collaborative effort than in the past. Prior to this were taller cubicles where employees were separated from each other, but could still stand up to speak to their neighbor next door. The cubicles provided a barrier that many people today might want in order to return to work. While these cubicles may take up more space than the current desks, not as many desks may be needed with some of the company working from home. Although, open floor plans will not completely die off. Other organizations, such as Cushman and Wakefield, are keeping open floor plans and adapting the “6 Feet Office” approach to make employees feel safer.

Antibacterial, Germ and Virus Protection

Companies will soon find that not as much space is needed due to some employees working from home, so not as many cubicles are required either. Some may match a shared space office building where their employees do not have a specific desk they sit in each day. An increase in shared desks requires additional safety measures in order for employees to use a desk that could have been used by a sick employee the day prior. Businesses will have to turn to germ and virus protection solutions to provide a clean workspace. Taking things a step further, there are antibacterial bundled solutions made specifically for specific industries – small businesses, doctor/dental, restaurants, education, etc. They can even come into your organization, perform an audit to see where and what employees interact with to then provide solutions that fit your custom environment.

These germ-killing solutions will be critical even beyond desks and into break rooms, conference rooms, individual offices, and other shared spaces. When employees first return to the office, conference rooms may be off-limits, and break rooms may only be visited to grab or store something in the fridge quickly. Companies can make their employees feel more comfortable with door handles, UV lights, and other solutions that reduce 99.9% of germs on surfaces.

What Makes Your Employees More Comfortable?

No matter what companies do to make their employees feel safer upon first returning to work, they’re still going to be uneasy. Even if they were isolated in a recently-disinfected room all day, there’s nothing that will rid them of all their uneasiness. Companies must do whatever it takes to make their employees feel comfortable returning to work. Since each group is different, we encourage companies to ask their own employees what would make them feel more comfortable. Whether it’s office furniture, cleaning products, or new procedures, the requests could range from A-Z. Coastal Health USA offers services to come onsite to your facility to recommend antimicrobial solutions to help reduce germs and viruses at your company.

Ensure Your Employees are Setup for Success At Home

Work from home (WFH) employees are not the same worker as they are when they’re in the office. They have different surroundings, applications, and family or friends around them. With an entirely new setup, some may have never worked from home before; they might need appropriate furniture and technology requirements, including better WiFi. Other employees may already be working remotely and have their own setup. It is recommended that this group shares their experiences when working from home with the rest of the company. We’ll cover the most notable differences between how an employee works at the office compared to how they work from home.

Environmental Distractions

Depending on one’s office and department, their office setting could either be louder or quieter than their home setting. There are co-workers on calls, typing and printer noises, doors opening and closing, etc. At home, there could be children playing or being homeschooled, landscaping outside, or friends/family in the other room watching TV. In smaller settings, loud neighbors working from their homes could cause a daily distraction. Noise-canceling headphones may be better for the home office because it’s more appropriate to drown out outside noises than valuable insights from their coworkers.

Systems and Technology

When employees are given all the technology and resources their job requires, they are set up for success. They’re able to login to secure systems, print or scan anything they need, and have access to a great internet connection. At home, they might not be able to recreate the same setup. Many employees may be working on kitchen or foldout tables in chairs that are not designed to be used all day. If they’re lucky, they are able to bring home an extra monitor from work. While working from home, additional virtual meetings are required for companies to check in more frequently as they normally would in the office. This requires a robust internet connection and if two people are now working from home, the current WiFi plan may need to be upgraded to the next level. If children are conducting school online, it will only put even more stress on the WiFi. Upgraded WiFi is one thing companies have been helping their employees with.

With CRM technologies like Salesforce, many companies can successfully work from home without skipping a beat. Businesses of all industries and sizes can optimize their entire company with Salesforce while empowering employees to collaborate while working from home. All leads and contacts, deals, service tickets, contracts and more are stored in real-time backed by automated processes to make sure steps are followed and nothing falls through the cracks. Users can log in both at the office as well as at home, and be productive no matter which setting.

How to Help Your Employees Work From Home

  • Research if your company can create and fund a requirements checklist for your employees to work from home. See if your employees require items like monitors, chairs, and desks to enhance their productivity.
  • Onboard the company to an instant messaging program. Programs like Microsoft Teams, Skype, and Zoom are the most popular applications to keep your company connected.
  • Provide access to applications that your business processes are tied into. If it’s their first time working from home, make sure the IT department has enabled any remote access to applications. Ensure all security measures are followed and that any confident data is stored on a locked and secure device.

If you’d like to keep up to date with our work from home tips, please sign up below to receive our weekly blog posts.

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Entertaining and Necessary Things to do While Staying Inside

With a great number of people asked to stay inside during this time, one can run out of things to do fast. There is only so much television we can watch, books to read, and other things before something new is needed. We’ve put together a list of things to do during the week that can help out in many different areas. The list includes activities that are both fun and also tasks that should make you feel more accomplished while staying inside.

Review Budgets to Save Money

Review your monthly subscriptions for necessity
– Business Subscriptions, Music, Clothes, Food – are these necessary for the next couple of months?

Update Family Budgets
– How does eating out less and cooking more affect your situation?
– Contact your Gym to make sure you’re not paying for this month.
– What are your cost savings for gas as well as time not in traffic?
– Can you adjust your car insurance, based in miles, for the next 3 months?

Create a simple spreadsheet with 2 columns, “WFO” and “WFH”, and compare the costs to see how much you’re saving and where you can save more.

Productive Activities Around the House

Clean up the garage
– It’s time, don’t hold it off any longer. Keep the door open as well to get some fresh air.
– If you find things that you don’t need anymore, donate it to help people in need right now.

Change the oil and fluids in your car(s)
– It might be a good time for a self-detail as well.
– If you have children make this fun and educational for them!

Fix things around the house
– Loose screws, squeaky doors/cabinets; now is a good time to fix those.
– Lightbulbs and batteries for alarms.
– Have you always wanted to paint that room? It’s time to schedule this on your calendar if so.

Cook an extraordinary dinner!
– Take out that day-long recipe you’ve always wanted to cook and get to it. Make sure that if someone else is enjoying your dish, they do the dishes – it’s the rules.
– Kick off a Zoom meeting and have a virtual potluck with your friends and family.

Clean more
– Cleaning more frequently makes it less of a task each time you do it. Having a clean space can also boost productivity and happiness.
– This is a great task to keep the kids busy. Make it a fun project and reward them for completing their jobs.

Catch up on entertainment
– Pull up the list of shows and movies your friends have been telling you to watch. Call your friends afterward to discuss it and catch up. If you’re fortunate to have kids, show them one of your favorite movies from when you were their age.

Go through the family photos
– Relive all the great times over the years through your photos. Send pictures to anyone else in the older photos to connect with them!

Get ready for summer by cleaning the backyard and planting the garden
– This is a great exercise to do with family and could be great for the kids to learn how to pull weeds! A win-win situation.

Game Nights, Trip-Planning and More

Family game nights
– Break out all of the board games and make it a fun night. Maybe even tally the wins per player over the next few weeks and see who is the ultimate game night champion!

Learn an instrument
– Have an old instrument in the garage you never finished learning? Dust it off and look at some free online videos for help. Maybe someone else in the family would like to learn with you.

Plan a trip
– Plan for a future trip. Do all the research about places to stay, visit, and dine at. Plan for a few trips and figure out which ones to take first.
Stay connected with your extended family and friends.
– If they are not tech-savvy, show them how to use tools like Skype and Zoom. You could play games such as chess and others through video chat.
– Schedule frequent calls to stay connected and foster a positive mental outlook.

These are some activities you can do both during the week as well as the weekend. This is only a small list – there are thousands of other activities you can do. If you’d like to stay up to date on other things to do during this time, please fill out the form below and we’ll send you an email each time we post content like this. Always wash your hands multiple times per day! If your hands feel dryer than usual, it’s because you are washing them more frequently than usual – find some lotion to help keep your hands from getting too dry. Set reminders to get fresh air and go for walks.

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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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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.