Salesforce Services

The Importance of Salesforce Training

You are likely to have invested a significant amount of time, effort and money on implementing Salesforce. Mainly so your overall business processes are improved and your employees can work smarter not harder. Without correct end user training, all this work can be for nothing however. This is where our Salesforce training team can help.

Far too often benefits led training is overlooked and ‘Click here, Click there’ training is delivered. When reviewing the success of your implementation, one of the key success metrics should be User Adoption of your Salesforce Instance. If your team is not comfortable using it they will continue to ‘do it the way we have always done it’.

Bespoke Custom Training

You have most likely invested heavily (not just financially) in Salesforce for your company. You want to get the maximum benefit of your successful implementation. In order to get the most out of Salesforce, your team needs to appreciate the challenges being solved by using relevant tools that support their day to day processes. Equally important is the ‘Why?’. We have all been in those training sessions where it has been ‘death by PowerPoint’. We make your Salesforce training sessions interactive to support your team and their successful adoption of Salesforce.

Salesforce end user training should always be as realistic as possible, process driven and relevant to what you are trying to achieve with Salesforce. For that reason we will always work with you to provide training in your own sandboxes using realistic process driven scenarios based on ‘a day in the life of…’. Of course one of the great things about doing it in copies of your production environment is that your End Users can follow the processes, but also ‘click around’ and ask questions without fear of ‘breaking it.’

‘How To’ Workshops

The great news is that Salesforce isn’t a difficult or challenging platform to learn how to use. You can pretty much login and start clicking around. However, there is certainly a best practice way to use it and that is where Salesforce training can help. Knowing all of those little shortcuts that will make your End Users overall experience better and more productive. Every attendee will get useful materials to take away at the end of training to review in their own time.

Do you have end users who build reports and dashboards? Did you know there is always more than one way to do something in Salesforce? That information is useful when it comes to building functional reports and dashboards. A one-day ‘How to maximise your data in reports and dashboards workshop’ may just be the help you are looking for.

Accidental Admin

Are you an Accidental Admin or have found yourself taking on the role of System Administrator on top of your normal day to day role? Why not invest in some 1-1 training? This is where a member of the training team can work with you to identify those areas for improvement. We will also give tips and advice and help you understand how Salesforce works and get more from it.

Our Salesforce training team includes Salesforce certified instructors who can help you with focussed training on specific areas to help you build up the skills and confidence you need to succeed.

Cloud Galacticos – Your Salesforce Training Partner

We work with you to fully understand your Salesforce instance, including the business processes behind it and the people using it. As a result we will be able to develop a training package that is bespoke for your organisation. We will help your team understand what we are asking them to do and importantly the ‘Why’ as a business they are being asked to do it.

Want to find out more? Fill out the form and one of our team will be in touch.  You can also find out more information on Salesforce training in our blog.

Getting the deal signed is only half the battle. Once you have your new customer it is important to keep them happy and service them well. Salesforce Service Cloud helps you ensure that your customers are successful and happy.

A Single View of the Customer

Salesforce Service Cloud is built on the Salesforce Platform. It integrates seamlessly with your other Salesforce services to provide you with a truly 360 degree view of the customer.

See their account and contact information from Salesforce Sales Cloud. Understand their interactions with your marketing collateral in Salesforce Marketing Cloud or Salesforce Pardot.

By allowing seamless integrations with other Salesforce services your agents can truly understand and recognise who the customer is to help them.

Omnichannel

Whatever channel – phone, email, chat, SMS, social media or web, Salesforce Service Cloud provides a single unified experience for your agents to handle customer requests.

Route cases to the appropriate queue depending on their subject, enforce SLAs, and communicate with the customer on whatever channel from a single screen.

You can also assign workloads, skills and prioritisation to ensure that the right person for the job is on hand helping the customer.

Knowledge and Public Knowledge Bases

Salesforce Service Cloud can be extended with Salesforce Knowledge. This allows you to build out a powerful knowledge base of detailed information to help agents help customers. It also help customers help themselves.

You can also craft simple to use and clear knowledge articles. This is published to the web and a public knowledge base with one click, all from within the Salesforce UI.

Case Deflection

Once these knowledge articles are ready, they become the first line in helping you deflect customer cases and answer customer queries faster.

Customers want to be able to help themselves. You can help them find the information they need via knowledge base, Salesforce Experiences, Einstein Chatbots and more.

How Cloud Galacticos helped Cloud Nine utilise Salesforce Service Cloud

Cloud Nine engaged Cloud Galacticos as their chosen Salesforce partner. We helped them deliver a solution to manage their customer interactions and support.

The ecommerce and order management were integrated to provide a single system of truth for all their customer data. It also provided agents with all the information required to answer any consumer queries quickly and accurately, whilst engaging in email conversations from a single platform.

The tech industry is continually evolving, and with Salesforce it’s even more prevalent. Being at the forefront of technology is a strong focus at Salesforce. There are several new releases a year, with documentation covering hundreds of pages. We, as a company, are primed to stay on top of the latest updates. We also encourage our team to keep on learning, and take exams to stay top of the game.

Why Should You Consider a Salesforce Managed Services Package with Cloud Galacticos?

The first reason is to make sure you are not leaving money on the table. When you invest in Salesforce you get access to a huge suite of features. It is almost guaranteed however, that you are not going to utilise them all straight away.

Many are not applicable to a brand new deployment and may be too much too quickly for a first roll-out. We are a big believer in the phrase “you don’t know what you don’t know”. This is especially true with a new software solution. You don’t know how users will use it, the things they will find easy and hard, and what features will help them be more productive. Having a managed services partnership can help you to add these features in an ongoing manner at the right time for you.

Stay Updated

Salesforce has three releases a year during which an entirely new set of free features get rolled out to your environment.

It’s always a surprise to us when we meet customers who weren’t aware of this. Many had gone years without reviewing the features they had available to them, again effectively leaving money on the table.

As a managed services partner, Cloud Galacticos will work with you consistently to discuss the updates Salesforce are releasing. We will also suggest how to best utilise them to make sure you are taking advantage of the updates.

Dedicated Team of Salesforce Experts

Expertise is another key benefit.

For many organisations it is too costly to recruit a full time Salesforce team member who has the knowledge to be able to support them effectively. A managed services partnership with Cloud Galacticos takes care of this. It allows you to have access to our team of skilled and knowledgeable professionals who can support you as needed and guide you to improving your Salesforce instance over the long term. 

Long Term Vision

Another big reason we love engaging with clients on a managed services basis is that it truly moves us to being long term collaborative partners.

If organisations engage with a partner on a per project basis, short term aims can overtake long term vision and strategy. A managed services partnership can help to ensure that going forward the long term vision is maintained and improved upon.

Find Out More About Salesforce Managed Services at Cloud Galacticos

By choosing a Salesforce Managed Service at Cloud Galacticos, you’ll have peace of mind. You will also have access to our highly skilled team to offer continual project support as needed. Finally, a big reason we prefer to engage with clients on a managed services basis is that it moves us to being long term collaborative partners.

So iIf you would like to hear more about our managed services packages please contact us. 

There are numerous Salesforce tools available to help with your business CRM. So it’s important to understand how best to organise and connect the tools to work with your marketing goals. Having a Salesforce integration process will help you understand your business goals. It’s advisable to create a solid plan and provide training for your team to make your Salesforce Integration services more efficient. 

It’s well known that integrating Salesforce with other systems has many advantages, these could include:

• Offering all-in-one access to allow your team to avoid switching systems (they stay logged into a single system).
• The gathering of information from a single data source.
• Automating workflows with no requirements of any code.
• Offering easy access to data from all integrated systems.

Salesforce Integration and Cloud Galacticos

Want to know more about how we can help your business with Salesforce needs? Get in touch.

Salesforce has a fantastic suite of point and click tools to help you deliver great solutions, but sometimes you are going to need custom code to make your solution work. Whether it is Apex, Aura, Lightning Web Components or Visualforce, our team of experts have all the skills you need to bring your requirements to life. Our team includes Salesforce MVPs, Developer Group Leaders and authors on Salesforce development. We are confident we can build you an optimal solution.

Salesforce Apex Development 

Apex is Salesforce’s backend language for building out complex business logic on the platform. We are well versed in developing Apex solutions that scale. We have experience in working with:

• Batch Apex
• Queueable Apex
• Future methods
• Integrations
• Triggers
• Apex unit testing
• Apex REST services
• Scheduled Apex

So if you need help in developing robust solutions in Apex, contact us to find out how our team can help you succeed with your Salesforce development.

Lightning Web Components Development

Lightning Web Components are the new standard for custom Salesforce UX development. Our team are fully versed in developing modern applications using Lightning Web Component/LWC.

It provides you with fast and responsive components for deployment either within your Salesforce org, to customers and partners via a Salesforce Experience.

Also, on your own website hosted on a platform such as Heroku. 

If you are looking for help in either building new components or migrating you legacy Visualforce or Aura components to LWC, contact us to ask how we can help you succeed.

Today’s customers do not want to be sold to as part of nondescript campaign. They want personalised, tailored engagement that is on the right channel and at the right time for them. Say ‘hello’ to Salesforce Marketing Cloud…

Marketing Cloud

Marketing Cloud is Salesforce’s digital marketing platform. It takes your customers and users on a journey that shows you know who they are, and what they need. The platform includes all the modern basics such as email marketing, integration with Google Analytics 360, and detailed analytics. It also provides the most comprehensive set of personalised marketing and engagement tools available.

Journey Builder can help you build powerful, branching, and intelligent journeys that react to the user’s actions. Whether it is sending an engaging campaign to existing customers for a new product launch or onboarding a new user in a timely and interactive manner, Journey Builder can help you provide that tailored experience to your end user.

Salesforce Einstein

Salesforce Marketing Cloud also has Salesforce Einstein baked in to ensure that you can deliver messages to your customers and users when they are most likely to engage and interact with them, improving engagement and ensuring that the user is not being notified at a time that doesn’t suit them. 

Your universe of contacts can be segmented into personas and groups which help you improve your messaging and tailoring. This is all done across the channels you want – email, mobile (SMS or in-app) and social media.

Church of England and Marketing Cloud

Read about how we have helped the Church of England improve their engagements with their community here, or contact us to learn more about how we can help you improve the way in which you engage with your customers and users.

One of the best features of Salesforce are the powerful and versatile configuration tools. From formula fields to Salesforce Flow, our team of experts will help you to use your Salesforce more effectively and efficiently.

Process Automation

One of the easiest ways to improve efficiency in an organisation is to reduce the amount of manual work that your team has to perform. Salesforce has a variety of process automation tools to help you streamline your work and stop manual mistakes from occurring.

Our team of Salesforce consultants can help you improve your data capture and management. Whether it’s a background process, required approval, or simple data entry wizard.

Reporting

What is the point in having data if you can’t report on it? Salesforce reports and dashboards are a powerful out of the box tool. It is designed to help you report on any data within your system. With all this information and knowledge at your fingertips, our team can help you get the numbers and metrics you need to help you run and grow your business. And when you start to need big data analytics or AI, we can help you transition to Tableau CRM as well (formerly Einstein Analytics).

Security

Trust is Salesforce’s number one priority. You need to ensure you do your part in keeping your data safe and secure. This ensure you can meet regulatory requirements like the GDPR.

Also, it will improve the overall health and performance of your system. 

Salesforce Configuration and Cloud Galacticos

Got more questions about Salesforce configuration? Get in touch.

One of the many things that Salesforce and Cloud Galacticos have in common is a love for helping charities and not-for-profit organisations succeed. The Salesforce Nonprofit Success Pack is a tailored set of features built for the non-profit sector. It helps with fundraising, volunteering, donor relationships, and much more.

Improve Your Constituent Relationship Management

The Salesforce Nonprofit Success Pack gives everyone in your team a single, shared view of all your constituents.

It breaks down divisions between the likes of marketing, programs, fundraising, and leadership. This ensures that your teams can communicate, connect, and manage your most important relationships with ease.

Features…

The NPSP’s program management features will help you track many different types of programs or services. 

Gift Entry and Recurring Donations are features within NPSP that lets you enter gifts seamlessly and manage recurring donations with ease to help you better support your valued donors.

Better Reporting and Analytics

As with any nonprofit organisation, reporting of campaigns is essential to help you measure its success.

There’s over 60 out-of-the-box reports and dashboards. Your fundraisers and team members can use to help understand and share your success with your stakeholders.

Make the Most of the Salesforce Nonprofit Success Pack with Cloud Galacticos

Cloud Galacticos are extremely proud to be a Salesforce.org partner and a Pledge 1% member. We have helped a number of organisations in the not-for-profit and charity sector succeed with Salesforce and the Salesforce Nonprofit Success Pack. Our team of certified and skilled Salesforce Consultants love helping organisations that make a real difference.

You can read here, how we helped Human Appeal. They are a NFP working to strengthen humanity’s fight against poverty, social justice, and natural disaster. If you are a non-profit organisation or charity and are looking for help or information about our discounted rates for NFPs, then contact us.

Salesforce Sales Cloud is the world’s leading CRM designed to help your sales team close more deals faster, wherever they are. Your sales team can manage the entire sales cycle simply and effectively in a single, cloud based system. Enable your sales team to take new leads, turn them into opportunities, win deals, and get deeper insights into their data seamlessly.

Account and Contact Management

Salesforce Sales Cloud makes it easy for your team to have a single store of all account and contact information. They can customise this information to ensure the data they need is both accurate and available when needed.

It also has powerful inbuilt actions to enable you to communicate with your contacts direct. Whether it’s from the CRM or integrations from your mailbox, your sales team will be able to ensure that everything is tracked simply and effectively saving hours of time and data entry. 

Campaigns, Leads and Opportunity Management

The goals of a sales team is to identify leads and close opportunities – the bread and butter of the Salesforce Sales Cloud system.

Work with your marketing team to craft campaigns, identify leads and nurture them qualified opportunities. Then using the rich activity timeline, intuitive sales processes, and custom process automation, your sales team can ensure that activity is logged and deals are closed faster.

Forecasting and Reporting

With a powerful forecasting and reporting engine, Salesforce Sales Cloud can help your sales operations and sales management a breeze.

Put simply – if it is in Salesforce, you can report on it. Gain deep insights into your data to make better decisions and improve the understanding of your business.

And if you need to extend this further, you can use Salesforce Einstein for Sales to help you gain deeper insights driven by machine learning. 

Mobile First

Your sales team need to have all their information on the go. This includes contact information, reports, tasks and so much more. Salesforce Sales Cloud has a single unified mobile app for iOS and Android. This allows your team to close deals and collaborate wherever they are.

Want to know how Cloud Galacticos can help your business with your Sales Cloud needs? Contact us here.

With today’s workforce becoming more mobile, adapting to this change is becoming more important in staying ahead of the game. Salesforce Maps helps your workforce get location intelligence for sales and services within the Salesforce CRM.

It can help you optimise your routes, prioritise schedules, which in turn help win leads.

Contact us for more information.