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

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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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 Importance of Salesforce Training

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.

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 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.

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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.

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What Salesforce Workflows Can Do for Your Business

After learning how you can boost your ROI 1000%, you can now see how powerful optimizing your CRM is and how important it can be for your business processes. Whether you are a new, existing, or a power Salesforce user, there are always ways to expand and optimize your current system in order to get the most out of it. With a lot of different moving components in your business process, it is challenging to monitor everyone’s progress. One of the ways to stay on track is through utilizing automated Salesforce workflows.

So what is workflow automation exactly? Workflow automation is a simple way to manage and drive your daily business processes through setting up automated actions and events without spending the extra dollars on additional systems or manpower. It provides you and your team the freedom and the time to be more efficient and not bogged down with day-to-day tasks. Many people get discouraged when talking about workflows, but don’t worry, workflows do not require any technical coding to be built. Before we talk about how workflows rules can be put in place to optimize your Salesforce, lets breakdown the 3 components:

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How Do Lead Nurturing Programs Work?

Lead nurturing programs have a variety of benefits, most of which you may have read through already from multiple pieces of content. For this reason I am not going to show you the list of benefits that have been copied and pasted around the web but instead I am going to show you how you can actually achieve those benefits. Some programs have the end goal of guiding their prospects through the sales cycle while another program can have the goal of simply educating their prospects. The goal of these lead nurturing programs can differ but the approach to these programs should be similar, if not identical, each time. The process should be standardized and start with choosing the type of nurture campaign, choosing the audience, selecting the nurture’s flow and content, followed by reporting on the overall nurture campaign. We are going to walk through the process of building a successful lead nurturing program. 

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