#salesforce for geolocation

[nikitakudande]

Can Salesforce Track Your Location? Understanding Its Capabilities and Market Trends

Curious about Salesforce's location tracking features? This blog dives deep into how Salesforce uses geolocation data, what permissions are required, and how businesses can leverage location intelligence to improve sales, service, and marketing strategies. We also explore current market trends and the future of geolocation in CRM systems. Whether you're a Salesforce admin, developer, or business user, this guide will help you understand the true potential of location tracking within Salesforce.

[transcuratorsblog]

Web Development for Real Estate Portals: What Features Really Matter

In a competitive real estate market, having a high-performing website is no longer optional—it’s essential. Whether you’re an agency, a property listing platform, or an independent realtor, your website needs to do more than just display listings. It should engage users, build trust, and support smooth transactions.

That’s why a professional Web Development Company plays a critical role in designing and building real estate portals that are not just attractive, but also powerful and conversion-driven. But what features actually make a difference in this industry? Let’s explore the ones that matter most.

1. Advanced Property Search and Filters

Real estate users come to your site with specific goals: a budget, location, number of bedrooms, or desired amenities. A robust search function with advanced filters is non-negotiable.

Effective filters include:

Price range sliders

Location-based search (with map integration)

Property type (rent, buy, commercial, residential)

Area in sq. ft.

Amenities (gym, parking, pool, pet-friendly, etc.)

The more intuitive and detailed your search system is, the faster users can find properties that match their needs—and stay engaged.

2. Interactive Maps and Geolocation

Location is everything in real estate. Integrating Google Maps or Mapbox APIs allows users to visualize listings, explore neighborhoods, and compare options based on geography.

Key capabilities include:

Pin-based map listings

Nearby schools, hospitals, transport links

“Draw on map” search to define preferred zones

Distance-to-workplace calculators

An interactive map turns your portal into a dynamic discovery tool, not just a static directory.

3. Mobile-Responsive Design

Most real estate searches begin on mobile. Whether it’s a quick apartment lookup or browsing homes on the go, your website must offer a seamless mobile experience.

Development teams ensure:

Fast-loading pages on mobile networks

Tap-friendly filters and buttons

Responsive images and property cards

Sticky call-to-action buttons (like “Schedule Visit” or “Call Agent”)

If your site isn’t mobile-optimized, you’re losing potential clients before they even get started.

4. High-Quality Image Galleries and Virtual Tours

Real estate is a visual business. Users want to “experience” the property before committing time to a physical visit. That’s why image galleries, 360° views, and video walkthroughs are vital.

Agencies often integrate:

Lightbox galleries for zoom and detail

VR-compatible virtual tours (especially for premium listings)

Drone view embeds for showcasing entire plots or high-rise perspectives

Investing in visual content boosts user engagement and improves lead quality.

5. Lead Capture Forms and CTAs

Every real estate portal must guide users toward conversion. Strategically placed lead capture forms, contact buttons, and CTAs drive action.

Examples include:

“Schedule a visit” or “Request more info” buttons

WhatsApp or call integrations for instant engagement

Inquiry forms tied to individual listings

Pop-ups with location-based offers

Smart CTAs turn passive browsing into direct leads for agents or sellers.

6. CMS for Easy Listing Management

Real estate listings are dynamic—they change daily. A strong backend powered by a content management system (CMS) allows your team to:

Add or remove listings

Update prices, availability, or features

Auto-expire outdated listings

Add agent bios and service pages

Whether it’s WordPress, Webflow, or a custom CMS, it should be simple enough for non-technical staff to use without developer assistance.

7. Agent Dashboards and CRM Integration

For multi-agent portals, each agent or broker needs their own dashboard to manage leads, listings, and appointments. Agencies often build:

Secure login areas for agents

CRM integrations (like Zoho, HubSpot, Salesforce)

Performance analytics for listing views, clicks, and conversions

This transforms your portal into an all-in-one platform for internal operations—not just public browsing.

8. Speed, Security, and SEO Optimization

Real estate portals deal with heavy media files, complex filters, and high traffic. That makes performance, security, and discoverability key.

Web development companies ensure:

Fast page loads through CDN and caching

SSL encryption and secure data handling

SEO-friendly URLs, meta tags, and schema markup (like RealEstateAgent, Residence, Place)

These technical improvements support visibility and trust—two critical pillars of real estate marketing.

Conclusion

A successful real estate portal is more than a property directory—it’s a responsive, user-friendly platform that connects buyers, sellers, and agents efficiently. From smart search filters and interactive maps to powerful backend tools and visual content, every feature must serve the goal of guiding users from interest to action.

To achieve that level of sophistication, partnering with a Web Development Company that understands the nuances of the real estate market is key. With the right team and technology, your portal can become a trusted marketplace that not only attracts users—but converts them.

[addressmailingapis]

How can your business benefit using address validation software?

Address validation software ensures that the address information entered by users is accurate, complete, and deliverable. Whether for billing, shipping, or compliance, correct addresses are essential for maintaining operational efficiency, reducing costs, and enhancing customer satisfaction.

What is Address Validation Software?

Address validation software uses various techniques including postal databases, geocoding, and APIs to verify and standardize addresses in real time. It can be used during form submissions, CRM updates, or before dispatching packages.

Business Benefits of Address Validation

1. Improved Delivery Rates Undeliverable mail or failed deliveries can be costly and damage customer trust. Validated addresses ensure your packages reach the intended recipients, reducing returns and re-shipping expenses.

2. Enhanced Customer Experience By avoiding shipping delays and failed deliveries, businesses offer a smoother customer experience, fostering trust and repeat purchases.

3. Cost Reduction Address validation reduces wasted postage, manual address correction, and inventory costs due to returns. It also minimizes customer support calls related to delivery issues.

4. Regulatory Compliance Certain industries like healthcare and finance must comply with stringent data accuracy standards. Validated addresses help businesses remain compliant with GDPR, HIPAA, and other regulations.

5. Data Accuracy and CRM Hygiene Clean address data ensures your CRM contains accurate, actionable customer information. This enhances analytics, segmentation, and targeting for marketing campaigns.

6. Fraud Prevention Address validation can flag suspicious addresses or P.O. boxes that are often used in fraudulent transactions. It adds a layer of protection in e-commerce and financial applications.

Use Cases by Industry

Retail and E-commerce: Validate addresses at checkout to reduce cart abandonment and failed deliveries.

Banking and Finance: Ensure addresses are accurate for KYC (Know Your Customer) compliance.

Healthcare: Maintain accurate patient records and comply with HIPAA standards.

Logistics: Optimize route planning and reduce misdeliveries.

How It Works

User Inputs Address: During checkout or form submission.

API Call is Made: Address is sent to a validation API.

Verification and Correction: The API compares input data with official postal and geolocation databases.

Feedback or Auto-correct: Users are prompted to accept or revise corrected suggestions.

Integration Options

Standalone Software: Tools like Smarty, Melissa, or Loqate offer web portals for bulk validations.

APIs: Seamless integration into platforms like Magento, Salesforce, Shopify, and custom-built apps.

CRM Plugins: Native plugins for CRMs like HubSpot, Zoho, and Microsoft Dynamics.

Key Features to Look For

Real-time validation

Autocomplete and predictive input

International coverage

Batch processing

API access

Address formatting and standardization

Final Thoughts

Investing in address validation software is not just about preventing shipping issues—it's a strategic decision to optimize logistics, enhance data quality, and improve customer satisfaction. Whether you're a startup or an enterprise, this tool can significantly streamline your operations and safeguard your brand’s reputation.

SITES WE SUPPORT

Address Mailing APIs – ​​​Wix

[validateaddressapis]

Batch Address Validation Tool and Bulk Address Verification Software

When businesses manage thousands—or millions—of addresses, validating each one manually is impractical. That’s where batch address validation tools and bulk address verification software come into play. These solutions streamline address cleansing by processing large datasets efficiently and accurately.

What Is Batch Address Validation?

Batch address validation refers to the automated process of validating multiple addresses in a single operation. It typically involves uploading a file (CSV, Excel, or database) containing addresses, which the software then checks, corrects, formats, and appends with geolocation or delivery metadata.

Who Needs Bulk Address Verification?

Any organization managing high volumes of contact data can benefit, including:

Ecommerce retailers shipping to customers worldwide.

Financial institutions verifying client data.

Healthcare providers maintaining accurate patient records.

Government agencies validating census or mailing records.

Marketing agencies cleaning up lists for campaigns.

Key Benefits of Bulk Address Verification Software

1. Improved Deliverability

Clean data ensures your packages, documents, and marketing mailers reach the right person at the right location.

2. Cost Efficiency

Avoiding undeliverable mail means reduced waste in printing, postage, and customer service follow-up.

3. Database Accuracy

Maintaining accurate addresses in your CRM, ERP, or mailing list helps improve segmentation and customer engagement.

4. Time Savings

What would take weeks manually can now be done in minutes or hours with bulk processing tools.

5. Regulatory Compliance

Meet legal and industry data standards more easily with clean, validated address data.

Features to Expect from a Batch Address Validation Tool

When evaluating providers, check for the following capabilities:

Large File Upload Support: Ability to handle millions of records.

Address Standardization: Correcting misspellings, filling in missing components, and formatting according to regional norms.

Geocoding Integration: Assigning latitude and longitude to each validated address.

Duplicate Detection & Merging: Identifying and consolidating redundant entries.

Reporting and Audit Trails: For compliance and quality assurance.

Popular Batch Address Verification Tools

Here are leading tools in 2025:

1. Melissa Global Address Verification

Features: Supports batch and real-time validation, international formatting, and geocoding.

Integration: Works with Excel, SQL Server, and Salesforce.

2. Loqate Bulk Cleanse

Strengths: Excel-friendly UI, supports uploads via drag-and-drop, and instant insights.

Ideal For: Businesses looking to clean customer databases or mailing lists quickly.

3. Smarty Bulk Address Validation

Highlights: Fast processing, intuitive dashboard, and competitive pricing.

Free Tier: Great for small businesses or pilot projects.

4. Experian Bulk Address Verification

Capabilities: Cleans large datasets with regional postal expertise.

Notable Use Case: Utility companies and financial services.

5. Data Ladder’s DataMatch Enterprise

Advanced Matching: Beyond address validation, it detects data anomalies and fuzzy matches.

Use Case: Enterprise-grade data cleansing for mergers or CRM migrations.

How to Use Bulk Address Verification Software

Using batch tools is typically simple and follows this flow:

Upload Your File: Use CSV, Excel, or database export.

Map Fields: Match your columns with the tool’s required address fields.

Validate & Clean: The software standardizes, verifies, and corrects addresses.

Download Results: Export a clean file with enriched metadata (ZIP+4, geocode, etc.)

Import Back: Upload your clean list into your CRM or ERP system.

Integration Options for Bulk Address Validation

Many vendors offer APIs or direct plugins for:

Salesforce

Microsoft Dynamics

HubSpot

Oracle and SAP

Google Sheets

MySQL / PostgreSQL / SQL Server

Whether you're cleaning one-time datasets or automating ongoing data ingestion, integration capabilities matter.

SEO Use Cases: Why Batch Address Tools Help Digital Businesses

In the context of SEO and digital marketing, bulk address validation plays a key role:

Improved Local SEO Accuracy: Accurate NAP (Name, Address, Phone) data ensures consistent local listings and better visibility.

Better Audience Segmentation: Clean data supports targeted, geo-focused marketing.

Lower Email Bounce Rates: Often tied to postal address quality in cross-channel databases.

Final Thoughts

Batch address validation tools and bulk verification software are essential for cleaning and maintaining large datasets. These platforms save time, cut costs, and improve delivery accuracy—making them indispensable for logistics, ecommerce, and CRM management.

Key Takeaways

Use international address validation to expand globally without delivery errors.

Choose batch tools to clean large datasets in one go.

Prioritize features like postal certification, coverage, geocoding, and compliance.

Integrate with your business tools for automated, real-time validation.

Whether you're validating a single international address or millions in a database, the right tools empower your operations and increase your brand's reliability across borders.

SITES WE SUPPORT

Validate Address With API – ​​​Wix

[khushidw]

Can Salesforce Track Your Location? Understanding Its Capabilities and Market Trends

Salesforce can track user location data through its mobile app and integrated features like geolocation, GPS tracking, and field service mapping. This capability is especially useful for businesses managing remote teams, field agents, or sales reps. With rising demand for real-time location intelligence, Salesforce uses location-based services to improve customer engagement, route optimization, and personalized marketing strategies. As mobile CRM adoption grows and geospatial data analytics become mainstream, location tracking in Salesforce is gaining traction in industries like retail, logistics, and service management. This trend aligns with the increasing focus on data-driven decision-making and customer journey optimization.

[addressmailsapis]

Melissa Address Verification API: Comprehensive Global Address Accuracy

The Melissa Address Verification API offers more than just basic address checks—it’s a full-suite solution for both U.S. and international address validation, geocoding, and standardization.

This API can validate addresses in over 240 countries and territories, making it ideal for global businesses. It verifies street-level accuracy, corrects misspellings, and even appends missing ZIP codes or region data.

Features of Melissa’s API include:

Real-time validation

Syntax and postal accuracy checks

Geolocation and rooftop accuracy

Support for multiple data formats and integrations (Salesforce, Magento, etc.)

With Melissa, companies can maintain cleaner databases, improve shipping efficiency, and comply with regulations that require address precision (such as KYC or AML requirements). It’s a smart investment for anyone managing large-scale address data across borders.

SITES WE SUPPORT

Address mail api – BLogger

[verifypostcardonline]

2025’s Leading Address Validation Software: Features, Reviews & Comparison

Address validation software has become a cornerstone of operational excellence in 2025. From customer onboarding to order fulfillment and direct marketing, it helps businesses avoid costly errors while enriching databases. But with dozens of tools on the market, choosing the right one can be overwhelming.

In this guide, we review and compare the top address validation software of 2025 based on performance, usability, integration, support, and user feedback.

What Is Address Validation Software?

Address validation software ensures that addresses entered into a system exist and are deliverable. It corrects misspellings, formats addresses to postal standards, and, in many cases, appends geolocation data.

Key functions include:

Syntax correction

Postal format standardization

Verification against postal databases

Geocoding and reverse geocoding

Real-time and batch processing

Top Features in 2025’s Leading Address Validation Software

Real-Time Validation

Autocomplete & Suggestion Engines

Global Postal Database Access

CASS, SERP, PAF Compliance

Data Enrichment & Analytics

Multichannel Support (Web, Mobile, API)

Security (SOC-2, GDPR, HIPAA compliance)

The Best Address Validation Software of 2025 (With Reviews)

Here are the best tools ranked based on feature set, customer reviews, and overall performance:

1. Loqate

Rating: ★★★★★

Strengths: Global data reach, geocoding, real-time validation, ease of integration

Integrations: Shopify, WooCommerce, Salesforce, BigCommerce

Ideal For: Global retailers and logistics

User Review: “Loqate is our go-to for international orders. Never had a failed shipment since we integrated it.”

2. Smarty

Rating: ★★★★☆

Strengths: Fast API, easy to use, affordable pricing, developer-friendly

Integrations: Native APIs, third-party tools via Zapier

Ideal For: SMBs, developers

User Review: “Smarty is blazing fast and easy to plug in. Our form abandonment dropped by 22%.”

3. Melissa

Rating: ★★★★★

Strengths: Data quality services, enrichment, compliance support

Integrations: HubSpot, Microsoft Dynamics, NetSuite

Ideal For: Data-driven teams, marketing departments

User Review: “Melissa helped us clean a 500k-record database. The difference in deliverability was immediate.”

4. PostGrid

Rating: ★★★★☆

Strengths: Print/mail integration, compliance, fast support

Integrations: CRMs, EHRs, and Zapier workflows

Ideal For: Healthcare, finance, law firms

User Review: “We love the HIPAA compliance and ability to automate physical mailings.”

5. AddressFinder

Rating: ★★★★☆

Strengths: Excellent for Australia & NZ, fast & accurate suggestions

Integrations: Shopify, Magento, WooCommerce

Ideal For: Regional eCommerce platforms

User Review: “A must-have for businesses in Australia. Address accuracy is spot-on.”

6. Experian Address Validation

Rating: ★★★★★

Strengths: Enterprise-grade, high data accuracy, trusted brand

Integrations: Enterprise CRMs, ERPs

Ideal For: Fortune 500 and multinational companies

User Review: “No-brainer for enterprise-level address hygiene. Support is world-class.”

SITES WE SUPPORT

Verify Postcards Online – ​​​Wix

[anthony-brandify]

Geofencing Meets CX – How to Capture Customer Feedback Without Slowing Them Down

Why Post-Visit Surveys Fail—and What to Do Instead

Picture this: someone finishes a great workout at your gym. Two days later, they get an email that says, “How was your visit?” Too late. The moment’s gone, the motivation’s gone, and the feedback—if you get any—won’t be that useful.

But what if that person received a one-tap survey prompt the moment they stepped outside?

That’s what geofencing surveys are designed to do—capture real-time experiences with zero effort from your staff and minimal friction for your customers.

How Geofencing Surveys Work

You define a virtual perimeter around your store, office, or venue

When a mobile device crosses that boundary, a message is triggered

That message invites the customer to give quick feedback

Their responses sync instantly with your CRM, analytics, or dashboard

It’s clean, automated, and context-aware—feedback without the awkward ask.

How Top Brands Use Geofenced Feedback Loops

Fitness Centers

Gyms trigger a “rate your session” message as members leave the parking lot. Over time, this builds patterns about staff performance, equipment availability, and peak hours.

Franchises

Multi-location brands can compare real-time feedback between stores and cities. This helps identify operational gaps and training needs.

Fast-Casual Restaurants

Customers receive a mobile survey prompt minutes after ordering pickup or drive-thru. Managers are alerted instantly if satisfaction drops.

Real Estate and Property Tours

Agents use geofencing during open houses to survey prospective buyers or renters right after they’ve left the home.

Tools You Can Use to Launch Geofenced Surveys

Geofencing APIs: Bluedot, Radar, PlotProjects

Mobile-friendly survey tools: Typeform, Google Forms, Jotform

Marketing platforms: HubSpot, Salesforce, Zapier

For strategy inspiration, read Kadence International’s guide on geofencing in research

Questions Users Ask

FAQs

What’s the easiest way to collect feedback from in-person customers?

Using geofencing to automatically send short surveys as soon as a customer leaves your business is one of the most effective ways to get accurate and timely feedback.

Can I use geofencing if I don’t have an app?

Yes. While having a mobile app helps, you can also use SMS, email, or browser-based notifications through Wi-Fi and opt-in consent.

What types of businesses benefit from geofencing surveys?

Any business with foot traffic—like gyms, clinics, restaurants, schools, and retailers—can use geofencing to gather location-aware feedback at scale.

Pro Tips for Campaign Success

Ask just 2–3 questions (ratings or emojis work great)

Send prompts right after the visit—don’t delay

Incentivize responses with small rewards

Include an opt-out link in every message

Analyze trends by region, time of day, and service type

Why Brandify Makes It Easy to Automate Feedback That Works

You don’t need to be a tech giant to set up geofencing. With Brandify’s geolocation tools for feedback automation, you can create hyper-targeted, real-time campaigns in minutes.

Use their interactive targeting plan tool to map your customer journey, geofence it, and start collecting insights immediately.

Final Thought: Feedback Shouldn’t Be an Afterthought

The old-school survey game is broken. It’s time for smarter timing, better context, and less guesswork. With geofencing, you’re not just collecting data—you’re understanding customers as they move through your brand experience.

Don’t wait days to hear how it went. Start building real-time customer feedback loops with Brandify and catch insights when they actually matter.

Get a free targeting plan within the hour for your business here: https://brandify.io/targeting-plan/

Press Release: https://www.prlog.org/13053451

[almostcrispycomputer]

Sure, here is the article as per your request:

Most Effective Lead Generation Software TG@yuantou2048

Lead generation is a crucial aspect of any business's marketing strategy. It involves identifying and cultivating potential customers who are interested in your products or services. With the rise of digital marketing, there has been an increase in the number of tools available to help businesses generate leads effectively.

One of the most effective lead generation software solutions that can streamline this process and make it more efficient. In this article, we will discuss some of the most effective lead generation software options available on the market today.

1. HubSpot: HubSpot is one of the leading platforms for inbound marketing, sales, and service. It offers a comprehensive suite of tools that can help businesses attract visitors, convert leads, and close customers. The platform includes features such as website analytics, social media management, email marketing, and CRM integration. HubSpot's lead generation tools allow users to create landing pages, forms, and call-to-actions that can capture visitor information and automatically add it to their CRM.

2. Pardot: Pardot is a B2B marketing automation tool that is part of the Salesforce ecosystem. It provides advanced lead generation capabilities, including lead scoring and nurturing, automated workflows, and detailed reporting. Pardot's lead generation forms can be customized to match your brand and can be embedded on your website or used in email campaigns. The platform also includes features such as A/B testing, which can help you optimize your lead generation efforts.

3. MarketMuse: MarketMuse is an AI-powered content optimization platform that can help businesses generate leads by improving their search engine rankings. The platform analyzes your website's content and provides recommendations for optimizing it for specific keywords and topics. By creating high-quality, relevant content that ranks well in search engines, businesses can attract more organic traffic and generate more leads.

4. OptinMonster: OptinMonster is a powerful lead generation tool that allows businesses to create pop-ups, slide-ins, and other types of opt-in forms that can capture visitor information. The platform includes features such as A/B testing, geolocation targeting, and exit-intent detection, which can help you optimize your lead generation efforts and increase conversion rates.

5. Unbounce: Unbounce is a landing page builder that allows businesses to create high-converting landing pages without needing to know how to code. The platform includes features such as drag-and-drop page builders, pre-built templates, and A/B testing, which can help you optimize your landing pages for maximum lead generation.

In conclusion, there are many effective lead generation software options available on the market today. The key is to choose a tool that fits your business's needs and budget. Whether you're looking for a comprehensive marketing platform like HubSpot or a specialized tool like MarketMuse, there is a solution out there that can help you generate more leads and grow your business.

加飞机@yuantou2048

EPP Machine

SEO优化

[digital-account]

Customer Relationship Management (CRM) Guide

CRM is the combination of practices, strategies, and technologies that companies use to manage and dissect client relations and data throughout the client lifecycle. The thing is to ameliorate client service connections help with client retention and drive deal growth.

CRM  systems compile customer data across different channels and points of contact between the client and the company. These can include the company's website, telephone, live converse, direct correspondence, marketing accouterments, and social networks. CRM systems can also give client-facing staff detailed data on  guests'  particular information, purchase history, buying preferences, and  enterprises 

CRM Company

A crm company is a business that specializes in providing CRM solutions to other organizations. These companies often offer a range of services, including CRM software development, implementation, and support. They may also provide training and consulting services to help businesses get the most out of their CRM systems.

Some examples of CRM companies include:

Salesforce: A leading provider of crm solutions, Salesforce offers a range of products and services designed to help businesses manage their customer relationships.

corporate stack: A CRM company that offers a range of CRM solutions, including sales, marketing, and customer support tools.

HubSpot: A CRM company that specializes in providing inbound marketing, sales, and customer service software.

CRM Solutions

CRM solutions are the specific products or services offered by CRM companies to help businesses manage their customer relationships. These solutions can include a range of tools and features, such as:

Cloud-based CRM: A CRM solution that is hosted in the cloud, allowing businesses to access their CRM system from anywhere, at any time.

Mobile CRM: A CRM solution that is optimized for mobile devices, allowing sales teams to access customer information and manage their relationships on the go.

Social CRM: A CRM solution that integrates with social media platforms, allowing businesses to track customer interactions and engage with customers in real time.

AI-powered CRM: A CRM solution that uses artificial intelligence (AI) to analyze customer data and provide actionable insights.

CRM Success

To achieve CRM success, businesses need to carefully consider the type of CRM solution that best fits their specific needs. This may involve a combination of CRM tools, including marketing automation, sales force automation, contact center automation, geolocation technology, and workflow automation. By carefully implementing these tools and consistently managing their customer relationships, businesses can enhance their overall sales performance and customer satisfaction.

The following strategies can contribute to CRM success:

Effective customer segmentation: By grouping customers with similar characteristics together, businesses can target their marketing efforts more effectively.

Data-driven decision-making: Utilizing CRM data to make informed decisions can lead to better business performance and customer satisfaction.

Consistent customer communication: By maintaining open and transparent communication channels with customers, businesses can build trust and loyalty.

Employee training and adoption: Providing thorough training and support for CRM tools can help employees adopt the necessary workflow changes.

Ongoing CRM optimization: Continuously analyzing CRM data and optimizing the CRM solution based on this analysis can help businesses achieve ongoing CRM success.

Conclusion

A CRM system plays a crucial role in a business's success by enabling it to effectively manage customer relationships and optimize sales performance. By implementing the right CRM solution and consistently managing customer relationships, businesses can achieve CRM success and improve their overall performance.

[leanitcorp]

5 Essential Salesforce CRM Additions to be GDPR Compliant

The GDPR (General Data Protection Regulation) has been a topic pre-occupying marketers, and urgency is rising with the enactment date fast approaching. By the 25th May 2018, organisations will need to have GDPR-compliant processes in place that justify any personal data processing, in order to avoid the penalties associated with breaches.  

The headline requirements have sent many into a frenzy, as they are unfamiliar, strict, and above all, difficult to manage. The reality is that countless organisations wish there was a way to accelerate their journey towards compliance, but often, roadblocks exist at the foundation: the CRM. This post will talk about what is required on top of the core Salesforce CRM – the essential new functionality – in order to become compliant with the new requirements of GDPR.

Salesforce Individual Object

The new Individual object in Salesforce CRM is a good start towards fulfilling the requirements of GDPR. Individual records are related tightly to any person record in Salesforce, be it a Lead, Contact, or Person Account. It is designed to hold personal data preferences and details for processing.

A number of fields come out of the box with this object, for example:

Don’t Profile

Don’t Track

Block Geolocation Tracking

Ok to Store PII Data Elsewhere

Although the Individual object is a good start, many organisations will likely find its out-of-the-box functionality insufficient. As different teams across the whole organisation move towards working in compliance with GDPR, data processing needs to become more controlled, clearer, and above all, user-friendly. Now, this piece will go on to talk about the essentials that need to be considered and built into Salesforce, to manage data processing beyond the Individual object.

1. Lawful Basis

To process personal data, you will need a ‘Lawful Basis’ for doing so. There are 6 pre-defined categories, and you must match the Lawful Basis most appropriate to your relationship to the person and what you plan to do with their data. The categories are:

Consent

Contract

Legal obligation

Vital interests

Public task

Legitimate interests

The ‘Lawful Basis’ that marketers will leverage most will be ‘Consent’. Consent is the most widespread Lawful Basis, relevant to any pre-purchase prospects (that is, before someone signs a contract and becomes a customer). There has been plenty said on how Marketing activities will have a strong dependency on consent, if you want more information, check out what the reputable ICO say. Remember to focus on what is suited to your marketing; while consent will mostly be used for B2C, it is likely that Legitimate Interest will be widely used for B2B.

GDPR-proofing your CRM

The Lawful Basis must be disclosed in your Privacy Policy, the cornerstone document regarding personal data processing. Organisations have been actively reviewing customer-facing documentation, but have been hesitant about deciding how this information will be stored in the CRM. A record of Lawful Basis will need to be produced on demand, that will confirm you have the right to process the personal data of every person record stored in your CRM.

It doesn’t stop there. There is added complexity when we consider that some Lawful Basis have unique requirements, such as ‘Consent’, which decays over time, and ‘Legitimate Interest’, which demands additional details. Data is constantly changing, which means that someone needs to be monitoring the state of record data – a taxing responsibility without the right built-in CRM functionality.

2. Processing Reasons

Processing Reason is simply what your organisation uses data for. You could think of it in terms of your business functions, such as marketing, executing a contract, analysis, customer service. Clearly, you need to cast your consideration across the whole business when defining these reasons.

That’s the high-level processing reasons, but it’s not enough – you need to get more granular.

Processing Reasons will apply to a particular product, product group or service. Now, you could describe them as categories; examples here could include: pet insurance marketing, or car insurance marketing.

3. Channels

We live in an age where we can no longer count the number of marketing channels on two hands, as product suites become more sophisticated and make multi-channel marketing possible. Classic examples include phone, email, SMS, direct mail. However, think beyond marketing – what channels are sales, customer service, and other departments using to communicate with individuals? The list could grow faster than you initially thought.

GDPR-proofing your CRM

Individuals can decide which communication channels they prefer per Processing Reason (point 2) category. As you can imagine, this will create a complex matrix that matches the Processing Reason, the channel, and whether they consent to this channel being used for that reason. The below image shows an example matrix come to life on a contact record in Salesforce.

4. Privacy Details Search

As mentioned, data processing needs to become user-friendly as teams move towards working in compliance with GDPR. Sales and marketing teams need to quickly identify which records are available for a marketing campaign.

This can get tricky and time-consuming when we consider all the new obligations related to GDPR. Searching for the relevant people in the database, based on their privacy details, will be very important.

GDPR-proofing your CRM

What the smartest organisations will do, however, is use this insight to drive communication. For example, a phone campaign could be based on all the people with consent expiring next week for Pet Insurance; for this, you will need to identify records that have an active Lawful Basis “next week” for a certain category. Clearly, this requires robust Privacy Criteria Search functionality to filter with ease.

5. Deleted Records

The new regulation outlines several ‘Individual rights’ which give people additional rights to see and amend their personal data. Organisations must be prepared to act on such requests, one of which is the ‘right to erasure’.

GDPR-proofing your CRM

Simply put, if an individual requests that you delete their data (and it is a warranted request), it must be done in a timely manner. Not only that, it is even better to be able to show proof relating to the deletion. Having a log of deleted record is beneficial for both the data subject (contact) for confirmation, and internally for cross-referencing data in the future.

Summary

With the GDPR enactment date fast approaching, many wish there was a way to accelerate their journey towards compliance with the stricter regulation. Your CRM is the foundation of your database, and overcoming common roadblocks with this invaluable tool will support the rest of the changes required across the organizations.

Salesforce offers a diverse ecosystem of partners to support salesforce nonprofit partners in their digital transformation journeys. Nonprofit partners specialize in leveraging Salesforce's powerful tools to streamline operations, enhance donor engagement, and drive mission success. Among these partners, salesforce managed services partner providers offer ongoing support and maintenance to ensure nonprofits maximize their Salesforce investment. Salesforce customization partners tailor Salesforce solutions to meet unique organizational needs, while salesforce cpq consulting  (Configure, Price, Quote) consulting partners help nonprofits optimize sales processes and drive revenue generation. Collaborating with these partners empowers nonprofits to harness the full potential of Salesforce, enabling greater impact and efficiency in their mission-driven work.

Read More At: https://leanitcorp.com/5-essential-salesforce-crm-additions-to-be-gdpr-compliant/

Tags: salesforce nonprofit partners, salesforce managed services partner salesforce customization partners, salesforce cpq consulting

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Salesforce For Geolocation

Transform the way you do your business by integrating geographical location with Salesforce. We at AnavClouds Software Solutions will assist you with unwinding the true potential of Salesforce for Geolocation by enabling location tracking for your business.

👉 https://www.anavcloudsoftwares.com/solutions/geolocation/

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5 Best Email Marketing Software & Email Automation Tools for2021

You want to grow your business — and need email marketing software that’s easy to use, affordable, and will turn your leads into customers — right?

It sounds simple enough, but with an overwhelming 450+ email marketing tools to choose from, in a rapidly-changing market, and with every email marketing company’s website saying the same thing, it’s anything but.

Which is why we created this guide; the only comparison of email marketing software that’s objective, regularly updated, and based on a comprehensive amount of surveys, experience and data — lots of data.

You can access the dataset we use to identify the top 10 email marketing software providers at the end of this guide.

The following top 5 list is the result of hundreds of hours of research, that I hope will assist you in choosing the perfect email marketing software for you.

The 5 Best Email Marketing Software

#1 ActiveCampaign

Best for small businesses & enterprises

Once an underdog, ActiveCampaign is now one of the most

popular email marketing tools with over 90,000 small businesses customers.

Impressively, they’ve achieved this organically by building a product that’s both easy to use and one of the most affordable in the email marketing space.

ActiveCampaign pioneered the visual automation builder which, unlike other tools that require expensive consultants and training to use, enables anyone to craft powerful email automation sequences with no prior experience needed.

And despite being so easy to use, ActiveCampaign is rich in revenue-boosting features. From predictive sending and predictive content to triggering SMS messages or site messages on your website, ActiveCampaign provides an exceptional toolkit for small businesses to grow their business.

One of my favourite features in ActiveCampaign is the ability to run A/B split tests inside of automation sequences, enabling you to sit back and let your automation sequences optimise themselves while you focus on more important things.

In 2016, we decided to move all of our ventures’ email marketing onto ActiveCampaign away from a tool called GetResponse (which was becoming outdated and failing to meet our email marketing needs).

Since then, we’ve automated our entire sales process (meaning we haven’t needed to hire any sales staff), virtually all of our lead nurturing, customer onboarding, and even our internal processes like employee onboarding.

ActiveCampaign is an all-in-one sales and marketing tool for small businesses, so it comes with an in-built CRM system to manage yours sales, live chat, and of course email marketing automation.

And, incredibly, they’ve done all of this with a price tag that’s literally 1/10th of many email marketing tools featured in this guide.

There aren’t many bad things to say about ActiveCampaign, particularly as they are constantly innovating and improving the product, but one area where I’ve always felt ActiveCampaign is lacking is their reporting.

While it has improved in recent years with the introduction of goal tracking and attribution, ActiveCampaign’s reporting isn’t quite on par with the likes of Hubspot or Autopilot. It’s worth pointing out, though, that they cost significantly more.

For the vast majority of small businesses looking for a great email marketing tool that’s easy to use and affordable, ActiveCampaign is likely the best balance of power, affordability and ease of use.

Check out in depth look about Active campaign here, and if you know about this service and want to read a comparison to choose which service is good for you check out

#2 AWeber

AWeber is one of oldest and most popular email marketing service providers in the world. They offer a wide-range of tools for small and medium sized businesses to manage their email marketing.

Getting started with AWeber is easy. It connects seamlessly to most platforms including WordPress.

You get access to ready to use html email templates, list management, autoresponders, a/b testing, and email tracking with detailed insights.

AWeber also has other powerful email marketing features such as AMP emails, automatic RSS-to-email for bloggers, and tag based subscriber segmentation.

Support options include live chat, phone support, email support, live webinars, and a vast library of how-tos and tutorials.

AWeber offers a limited free plan for up to 500 subscribers. After that, their pricing starts from $19/month. You can also sign up for quarterly or annual plans to save even more.

Check out in depth look about AWeber here (full guide), and if you know about this service and want to read a comparison to choose which service is good for you check out Aweber Vs GetResponse.

#3 GetResponse

GetResponse is another very popular email marketing solution. It is extremely easy to use and simplifies email marketing for small businesses.

It comes with some amazing marketing automation tools which allow you to create smart automated campaigns.

With their drag and drop builder, you can create campaigns, segment contacts, and send any number of emails designed for specific groups. These tools help you create effective email campaigns to boost your profits.

GetResponse comes with beautiful responsive forms, landing pages, A/B testing, unsubscribe tracking, and autoresponders. It also integrates with third party lead generation software like OptinMonster, SalesForce, Google Docs, ZenDesk, etc.

Support is provided by phone, live chat, and email. Their help section is full of free learning material including videos, webinars, how-tos, guides, etc.

GetResponse offers a 30-day free trial. Their pricing starts at $15/month.

Check out in depth look about GetResponse here, and if you know about this service and want to read a comparison to choose which service is good for you check out Clickfunnels Vs GetResponse.

#4 Mailchimp

Mailchimp is one of the most popular email marketing service providers in the world primarily because they offer a forever free email marketing service plan.

Mailchimp comes with an easy drag-and-drop email builder, autoresponders, segmenting contacts into groups, and simple tracking for analytics. It also allows you to set up delivery times based on the user’s time zones, and you can set up segmenting based on geolocation.

You can easily integrate MailChimp with WordPress, Magento, Shopify, and many other platforms.

When it comes to marketing automation features, Mailchimp platform is quite limited when compared to other providers in our list such as Drip or ConvertKit.

In recent years, Mailchimp has attempted to add many of the “advanced” features, but having tested many of these, they’re not truly advanced.

Mailchimp support is offered by email, live chat, and a large tutorials knowledge-base. However their support is often slow and no match to the quality of service that you get from Constant Contact.

Mailchimp offers a forever free plan which allows you to send 12,000 emails for up to 2,000 subscribers. This plan is fairly limited because you don’t get features like send-time optimization, advanced segmentation, multivariate testing, etc. You are also required to display their branding in your email. Last but not least, support is restricted to email only which is fine if you’re a hobbyist but as a serious business, you need reliable support that you can count on.

Their paid plans start from $10/month for up to 500 subscribers, and the pricing increases in the increment of 500 subscribers.

However if you want unlimited audiences, advanced audience segmentation, multivariate testing, and comparative reporting, then you’d have to move to their $299 per month plan.

#5 Clickfunnels

Clickfunnels is an online sales funnel builder that helps businesses market, sell, and deliver their products online. This tool simplifies online marketing, selling, and delivery of their products and services by providing users with funnel options that are pre-built for a specific business, product, or service.

It’s main functionalities include:

Custom Domains

A/B Split Tests

Email Integrations

Optin Funnels

ClickPops

ClickOptin

All Advanced Funnels

Sales Funnels

Membership Funnels

Auto Webinar Funnels

Webinar Funnels

Hangout Funnels and much more….

ClickFunnels is a perfect alternative for almost any entrepreneur. Then, whether you

sell a product, digital or physical, ClickFunnels will put you on the fast track for lead

generation and sales.

It is not a good fit for every entrepreneur or company, but it can be a valuable revenue-generating tool for the right candidate.

With their 14-day free trial, answering this question for yourself is a zero-risk chance. Give ClickFunnels a try, as long as you have a product or service to advertise.

The Facebook community ClickFunnels is filled with messages thanking Russell Brunson for helping them make a ridiculous amount of cash.

To build the first interactive summit, you can also use ClickFunnels!

If you want to learn more about this tool check out ClickFunnels full review-is worth it in 2021?

[saleforce]

Examining the Pardot and Salesforce Marketing Cloud Advantages

Examine the capabilities and advantages of Pardot with Salesforce Marketing Cloud to make the most of your marketing campaigns. Find out how their combined strength will help you attract more clients!

Unsure which CRM system, Pardot or Salesforce Marketing Cloud, to select? An ideal balance of automation, personalisation, and scalability is necessary for successful marketing efforts. Discover how the features and advantages of these two strong platforms may work together to help you reach more clients.

Recognise Pardot's Lead Generation Resources

This platform's lead generating features make it simple and quick to design, administer, and track campaigns. Create campaigns that quickly and accurately distribute information to the proper audience by using drag-and-drop automation tools. Utilise the quality score feature of this platform, which employs artificial intelligence to rank leads so that marketers can focus their messaging on the best potential customers.

For targeted campaigns, use Salesforce Marketing Cloud.

You may send the appropriate material to the appropriate customer at the appropriate moment with the help of Salesforce Marketing Cloud's sophisticated targeting features. Create campaigns that are personalised for each person by using segmentation features like geolocation and demographic information. Utilise Salesforce's robust analytics platform to monitor and assess key performance metrics so you can fine-tune your marketing initiatives for even better outcomes.

With Highly Customizable Reports, Assess Performance and Examine Gains

Your sales and marketing teams can produce highly customised reports using these two CRM systems to evaluate gains and track performance. With just a few clicks, you can track engagement levels for certain demographics, compare campaign performance, and monitor consumer behaviour over time. To better understand consumer behaviour and focus on the tactics that motivate your ideal customer to take action, create as many reports as necessary.

Integrate for Optimal Performance

These two systems can be used to make a potent marketing automation platform that presents unrivalled chances for extensive, customer-focused campaigns. Marketers may create unique customer experiences using an all-in-one environment. Setting up A/B testing to see which strategies generate the highest engagement rates is simple because to the integration of the two platforms. By integrating the two systems, sales teams will be able to work with marketing more effectively, improving the whole customer experience.

Make it simple to connect with customer channels to expand your reach across digital platforms.

You can access customer channels through Pardot and Salesforce Marketing Cloud Services together that aren't offered by either platform alone. Campaigns that target clients via many channels, including email, social media, and individual websites, are now possible. Your campaigns can reach a wider audience more successfully and effectively if you can adapt your messaging to diverse marketing goals and preferences. By linking the two platforms, it is simple to manage objectives and analytics and create unique consumer experiences.

Are you seeking for a reputable Salesforce partner to help you launch your project more quickly and effectively? Please call Cloud Analogy for a consultation so that you may receive the customised Salesforce solution that is most appropriate for your company. Dial right away.

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Address Autocomplete Salesforce

Address autocomplete Salesforce is an important tool to ensure that businesses get accurate address data at the point of entry, reducing keystrokes and typing errors. It can help to eliminate costly errors, improve delivery times and boost your bottom line.

How it Works?

Address Autocomplete Salesforce uses the user’s geolocation to send queries while they type, instantly returning accurate address suggestions that are closest to their location. This makes it possible for users to type a single address in just a few keystrokes, greatly reducing the amount of time it takes for them to complete forms or checkouts.

What to look for in an address autocomplete API

A good address autocomplete and verification solution should be able to capture addresses accurately despite typos and user errors. It should also support a variety of languages, countries and formats. It should also be able to geocode addresses and verify secondary unit designators like apartment, suite and unit numbers.

What to look for in an Address Validation API

A valid and reliable address list is essential for any business. Whether it’s for marketing campaigns or customer service, invalid addresses can be a huge hassle for your company. They can lead to lost sales and customer loyalty, and can even damage your reputation.

With a validated and verified list, your business can plan campaigns that are tailored to the buyer’s area of interest. This can include launching new stores in specific locations, identifying the customer density in specific cities or spotting hot and cold business places.

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Customer Relationship Management (CRM) Guide

CRM is the combination of practices, strategies, and technologies that companies use to manage and dissect client relations and data throughout the client lifecycle. The thing is to ameliorate client service connections help with client retention and drive deal growth.

CRM  systems compile customer data across different channels and points of contact between the client and the company. These can include the company's website, telephone, live converse, direct correspondence, marketing accouterments, and social networks. CRM systems can also give client-facing staff detailed data on  guests'  particular information, purchase history, buying preferences, and  enterprises 

CRM Company

A crm company is a business that specializes in providing CRM solutions to other organizations. These companies often offer a range of services, including CRM software development, implementation, and support. They may also provide training and consulting services to help businesses get the most out of their CRM systems.

Some examples of CRM companies include:

Salesforce: A leading provider of crm solutions, Salesforce offers a range of products and services designed to help businesses manage their customer relationships.

corporate stack: A CRM company that offers a range of CRM solutions, including sales, marketing, and customer support tools.

HubSpot: A CRM company that specializes in providing inbound marketing, sales, and customer service software.

CRM Solutions

CRM solutions are the specific products or services offered by CRM companies to help businesses manage their customer relationships. These solutions can include a range of tools and features, such as:

Cloud-based CRM: A CRM solution that is hosted in the cloud, allowing businesses to access their CRM system from anywhere, at any time.

Mobile CRM: A CRM solution that is optimized for mobile devices, allowing sales teams to access customer information and manage their relationships on the go.

Social CRM: A CRM solution that integrates with social media platforms, allowing businesses to track customer interactions and engage with customers in real time.

AI-powered CRM: A CRM solution that uses artificial intelligence (AI) to analyze customer data and provide actionable insights.

CRM Success

To achieve CRM success, businesses need to carefully consider the type of CRM solution that best fits their specific needs. This may involve a combination of CRM tools, including marketing automation, sales force automation, contact center automation, geolocation technology, and workflow automation. By carefully implementing these tools and consistently managing their customer relationships, businesses can enhance their overall sales performance and customer satisfaction.

The following strategies can contribute to CRM success:

Effective customer segmentation: By grouping customers with similar characteristics together, businesses can target their marketing efforts more effectively.

Data-driven decision-making: Utilizing CRM data to make informed decisions can lead to better business performance and customer satisfaction.

Consistent customer communication: By maintaining open and transparent communication channels with customers, businesses can build trust and loyalty.

Employee training and adoption: Providing thorough training and support for CRM tools can help employees adopt the necessary workflow changes.

Ongoing CRM optimization: Continuously analyzing CRM data and optimizing the CRM solution based on this analysis can help businesses achieve ongoing CRM success.

Conclusion

A CRM system plays a crucial role in a business's success by enabling it to effectively manage customer relationships and optimize sales performance. By implementing the right CRM solution and consistently managing customer relationships, businesses can achieve CRM success and improve their overall performance.