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Salesforce Experience Cloud: Empowering Businesses with Exceptional Digital Experiences

Salesforce Experience Cloud is a powerful platform that empowers businesses to create exceptional digital experiences. Leveraging its customization, personalization, collaboration, and self-service capabilities, companies can enhance engagement, drive customer satisfaction, and foster long-lasting relationships with their customers, partners, and employees. Experience Cloud is a valuable tool for organizations aiming to differentiate themselves and succeed in today’s digital-first business landscape. 

Key Features of Salesforce Experience Cloud: 

All You Need to Know About Salesforce Experience Cloud 

1. Customizable User Interface: 

   – Tailor personalized user interfaces to your brand and user preferences. 

   – Customize the look and feel of your community sites or portals. 

2. Community Builder: 

   – Create engaging and interactive experiences for customers, partners, and employees using a user-friendly drag-and-drop interface. 

   – Effortlessly build community sites, portals, and forums. 

3. Mobile-Optimized Experiences: 

   – Ensure a seamless and responsive experience across various mobile devices. 

   – Allow users to access your community on smartphones and tablets. 

4. Content Management: 

   – Manage various types of content, including articles, documents, and videos. 

   – Provide valuable information and resources to your community members. 

5. Collaboration Tools: 

   – Foster communication and collaboration among community members. 

   – Utilize discussion boards, chat functionality, and social collaboration tools for enhanced interaction. 

6. Personalization and Recommendations: 

   – Deliver personalized experiences based on user preferences and behavior. 

   – Enhance user engagement with relevant content, products, and services recommendations. 

7. Case Management: 

   – Enable users to create and track support cases within the community environment. 

   – Efficiently resolve issues and provide customer service. 

8. Integration Capabilities: 

   – Seamlessly integrate with other Salesforce products and third-party systems. 

   – Leverage existing data and workflows for a connected experience. 

   – Ensure data security and control user access to information and functionality. 

Using Salesforce Experience Cloud Offers Benefits for Businesses: 

Enhanced Customer Engagement: Experience Cloud enables businesses to create engaging and personalized experiences for their customers, leading to higher engagement and satisfaction levels. 

Improved Collaboration and Communication: By facilitating collaboration among customers, partners, and employees, Experience Cloud enhances communication, knowledge sharing, and teamwork within the digital community. 

Cost Savings: The self-service capabilities of Experience Cloud reduce the workload on support teams and enable customers to find answers independently, resulting in cost savings and increased operational efficiency. 

Brand Consistency: Experience Cloud allows businesses to customize the user interface, branding, and design elements, ensuring a consistent brand experience across all touchpoints and reinforcing brand identity and recognition. 

Scalability and Flexibility: Experience Cloud is highly scalable and adaptable to the evolving needs of businesses. It supports customization and provides a flexible framework for creating tailored digital experiences. 

Use Cases and Success Stories: 

I. Real-world Examples of Businesses Leveraging Experience Cloud: 

Hewlett Packard Enterprise (HPE): HPE used Experience Cloud to create a personalized partner portal, resulting in a 23% increase in partner engagement and a 6% increase in revenue per partner. 

AmerisourceBergen: AmerisourceBergen utilized Experience Cloud to create a self-service portal for pharmaceutical customers, leading to a 20% increase in customer satisfaction and a 40% reduction in customer service calls. 

II. Specific Use Cases Across Various Industries: 

Healthcare: A healthcare provider can leverage Experience Cloud to create a patient portal, improving patient satisfaction and engagement while streamlining appointment scheduling processes. 

Financial Services: A financial services company can utilize Experience Cloud to create a personalized client portal, leading to increased client retention and satisfaction, as well as streamlined communication and account management processes. 

Manufacturing: A manufacturing company can use Experience Cloud to create a partner portal, resulting in improved partner engagement, increased sales, and streamlined partner management processes. 

The Future of Experience Cloud: 

The future of Experience Cloud involves mobile-first experiences, voice-enabled capabilities, IOT integration, and AR/VR technologies. AI and machine learning will play a pivotal role in enhancing personalization, providing intelligent recommendations, enabling automation, and delivering data-driven insights. As businesses leverage these advancements, they must navigate the ethical considerations associated with AI to ensure the responsible and beneficial use of technology in creating exceptional user experiences. 

In conclusion, Salesforce Experience Cloud empowers businesses to create engaging digital experiences, foster collaboration, and provide self-service capabilities. Its customization options, integration capabilities, and future advancements make it a valuable tool for delivering exceptional customer and partner experiences. We encourage readers to explore Experience Cloud and leverage its capabilities to drive customer satisfaction, engagement, and business growth. Remember, the digital landscape is evolving rapidly, and Experience Cloud can help businesses stay ahead by delivering personalized, seamless, and impactful experiences that drive success in today’s competitive business environment. 

Author: Prashant Patil

 Tags: salesforce data migration services, salesforce data migration services, salesforce data migration services, salesforce data migration services, salesforce data migration services

Read More At: https://leanitcorp.com/salesforce-experience-cloud-empowering-businesses-with-exceptional-digital-experiences/

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Introducing Einstein Bots: Enhancing Customer Service and Sales Processes

Discover the power of Einstein Bots, the chatbot platform built on the Salesforce platform, that helps businesses streamline their customer service and sales processes. Powered by AI and natural language processing (NLP), Einstein Bots deliver real-time assistance and personalized experiences to customers, all while reducing costs and improving overall customer satisfaction. In this blog, we delve into the benefits of Einstein Bots and guide you through the implementation process.

What are Bots and Einstein Bot?

Explore the concept of bots as autonomous programs that minimize the need for human interaction when providing services to customers. Learn how Einstein Bot, a chatbot platform built on Salesforce, takes bot capabilities to the next level by leveraging AI and NLP. Discover how Einstein Bot understands customer inquiries, provides relevant responses, and seamlessly transfers customers to human agents when necessary.

Benefits of Einstein Bot:

1. Streamlined Customer Service: Discover how Einstein Bot handles routine customer inquiries, freeing up human agents for more complex tasks, and providing 24/7 availability.

2. Improved Sales Processes: Learn how Einstein Bot assists customers with personalized recommendations based on their interests, and guides them through the sales process, boosting revenue generation.

3. Enhanced Customer Experience: Explore how Einstein Bot delivers a fast and personalized experience, improving customer satisfaction and loyalty, without the frustration of long wait times or complex phone trees.

4. Cost Savings: Discover how automating routine customer inquiries with Einstein Bot helps reduce customer service costs, allowing businesses to allocate resources to more critical areas.

How to Implement Einstein Bot:

Follow these steps to successfully implement Einstein Bot within your business:

1. Define Use Cases: Identify the types of inquiries the bot will handle, such as order status or product information.

2. Build the Bot: Utilize the Einstein Bot Builder to design the conversation flow, add responses, and train the bot using machine learning.

3. Integrate with Salesforce: Seamlessly integrate the bot with Salesforce products like Sales Cloud, Service Cloud, and Marketing Cloud.

4. Test and Refine: Thoroughly test the bot and refine it based on customer feedback before launching. 5. Launch and Monitor: Continuously monitor the bot’s performance, making adjustments as needed to ensure an optimal customer experience

Einstein Bot is a powerful tool that enables businesses to automate customer service interactions, improve sales processes, and provide real-time assistance to customers. By leveraging AI and integrating with Salesforce products, Einstein Bot enhances customer experiences, reduces costs, and drives revenue. Embrace the potential of Einstein Bot to elevate your customer service and achieve business success.

Author: Prithviraj Patil

Read More At: https://leanitcorp.com/introducing-einstein-bots-enhancing-customer-service-and-sales-processes/Tags: Salesforce implementation partners, salesforce nonprofit consultants, top Salesforce consulting firms, best salesforce consulting firms

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Lightning Web Runtime (LWR) in Salesforce – A Modern Approach to Web Application Development

Discover the capabilities of Lightning Web Runtime (LWR) – a cutting-edge technology by Salesforce that empowers developers to create web applications using popular frameworks like React, Angular, and Vue. With LWR, you can build standalone web apps that operate independently from the Salesforce platform, while seamlessly accessing Salesforce data and services through APIs. This article explores the benefits, limitations, and potential of LWR in revolutionizing web application development.

Benefits of LWR in Salesforce:

Advanced Technology Stack: LWR leverages modern web technologies such as Node.js, Express.js, and Webpack. It provides a lightweight runtime environment, enabling swift development and deployment of web applications.

Developer-Friendly Tools: Take advantage of the Lightning Web Components framework, Salesforce CLI, and VS Code extensions that simplify the building, testing, and deployment process for LWR applications.

Enhanced Security Features: LWR includes robust security measures like user authentication and authorization, HTTPS encryption, CSRF protection, and cross-origin resource sharing (CORS) for seamless communication with external services.

Versatile Deployment Options: Deploy LWR applications on a variety of platforms, including Heroku, AWS, Google Cloud Platform, or on-premises using Docker containers.

Limitations of LWR in Salesforce:

Browser Support: Currently, LWR is only compatible with the latest versions of Google Chrome and Microsoft Edge, which may require additional development efforts to support other browsers.

Functionality Constraints: While LWR allows access to Salesforce data and services through APIs, it does not support all the features available in Salesforce. Notably, Visualforce pages and certain complex Salesforce platform functionalities are not supported.

Availability Restrictions: LWR is currently available as a pilot program exclusively for select customers and partners. Keep in mind that it is not yet generally available and may undergo changes before its official release.

Limited Customization Options: Customizing LWR applications within Salesforce using declarative tools is limited. Comprehensive customizations may require additional development work outside the LWR framework.

Developing Ecosystem: Although LWR employs popular web technologies like Node.js and React, the developer community is comparatively smaller when compared to frameworks like Angular or React.

Lightning Web Runtime (LWR) emerges as a powerful technology from Salesforce, allowing developers to build and deploy web applications using contemporary standards and frameworks. By harnessing LWR, developers can create standalone web applications independent of the Salesforce platform, while leveraging Salesforce data and services through APIs. Stay tuned for the official release of LWR, and explore the immense potential it holds for transforming web application development.

Author: Yashbhal Singh

Read More At: https://leanitcorp.com/lightning-web-runtime-lwr-in-salesforce-a-modern-approach-to-web-application-development/

Tags: Salesforce implementation partners, salesforce nonprofit consultants, top Salesforce consulting firms, best salesforce consulting firms

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Streamline Document Signing with DocuSign in Salesforce

Discover the power of DocuSign – a cloud-based electronic signature platform that revolutionizes how individuals and organizations sign, send, and manage digital documents. This article explores how DocuSign works, the benefits of integrating it with Salesforce, and the configuration steps to streamline your document signing process.

What is DocuSign?

DocuSign is a cloud-based electronic signature platform that enables secure and efficient signing, sending, and management of digital documents from anywhere, at any time. With its advanced features and user-friendly interface, DocuSign has become a go-to solution for businesses across various industries.

How DocuSign Works:

DocuSign operates as a secure, cloud-based electronic signature platform. It converts documents into digital files that can be securely stored and accessed remotely. Users can upload documents to DocuSign and share them with others to add electronic signatures, initials, and required fields. Advanced encryption and security protocols ensure the confidentiality and integrity of the documents.

Benefits of DocuSign in Salesforce:

Faster Document Turnaround: Seamlessly integrate DocuSign with Salesforce to expedite the document signing process for sales teams, reducing deal closure time.

Improved Customer Experience: Enable customers to sign documents electronically, enhancing their experience and simplifying business interaction.

Increased Productivity: Automate document signing, freeing sales teams from paperwork to focus on selling and building customer relationships.

Reduced Costs: By eliminating the need for paper-based documents, DocuSign in Salesforce helps reduce printing, postage, and storage expenses.

Configuration:

To streamline your document signing process using DocuSign in Salesforce, follow these steps:

Create a Scheduled Job: In Salesforce, navigate to Setup > Scheduled Jobs, and click “New.” Assign a name to the job, set the frequency and start date/time.

Define the Job Parameters: In the “Scheduled Apex” section, configure the job parameters to fit your requirements.

Customize the Code: Adapt the code to suit your needs, such as modifying the document name, email blurb, and recipient email address. Add additional recipients if necessary.

Test the Job: Save the scheduled job and click “Schedule” to run it, ensuring it functions as expected.

To execute a scheduled job that sends a DocuSign Envelope in Salesforce, the following permission sets are required:

Author Apex: Allows users to create, edit, and delete Apex classes.

Schedule Apex: Grants users the ability to run scheduled Apex jobs.

API Enabled: Enables users to utilize the DocuSign API for creating and sending envelopes.

Modify All Data: Provides users with the authority to modify any records.

View All Data: Allows users to view any records.

DocuSign Administrator: Authorizes users to manage and configure DocuSign settings.

DocuSign is a powerful tool that streamlines the document signing process, enhances efficiency and productivity, ensures security and compliance, improves customer experience, and supports remote work. By leveraging DocuSign in Salesforce, businesses can save time and resources, enabling them to focus on growth and success.

Author: Rahil Wadhwani

Read More At: https://leanitcorp.com/streamline-document-signing-with-docusign-in-salesforce/

Tags: Salesforce implementation partners, salesforce nonprofit consultants, top Salesforce consulting firms, best salesforce consulting firms

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Save Time and Boost Engagement with Mailchimp’s Powerful Automation Features

Discover how Mailchimp’s automation features can help you maximize your efficiency and enhance audience engagement. By implementing effective automation strategies, you can streamline your processes and connect with your audience in a targeted and personalized manner. This article outlines steps to leverage Mailchimp’s automation features successfully, saving time while driving engagement.

Mailchimp’s Automation Features to Save Time and Increase Engagement:

Define Your Goals: Start by clearly defining your goals. Whether you aim to increase sales, improve engagement, or nurture leads, having well-defined objectives is crucial. Align your automation plan with these goals to ensure focused and effective communication with your audience.

Identify Your Trigger: Identify the trigger, which is the specific action that initiates the automation process. For instance, if you want to send a welcome email to new subscribers, the trigger would be a new subscription. Determine the key actions that warrant automated responses to engage your audience at the right moments.

Create Your Workflow: Design a well-thought-out workflow that encompasses a series of emails or actions triggered by the initial action. For example, a welcome email workflow may include a sequence of emails introducing your brand, providing valuable content, and encouraging subscribers to interact with your offerings. Tailor your workflow to align with your audience’s journey and specific engagement goals.

Test and Optimize: Regularly test and optimize your automation workflow to ensure its effectiveness over time. Utilize Mailchimp’s reporting features to track key metrics and gather insights on engagement levels, open rates, and conversions. Analyze the data and make necessary adjustments to improve the performance of your automation strategy continually.

By following these steps, you can leverage Mailchimp’s automation features to save time and significantly enhance engagement with your audience. Keep your goals at the forefront and personalize your content to maximize the impact of your automation efforts.

Read More At: https://leanitcorp.com/save-time-and-boost-engagement-with-mailchimps-powerful-automation-features/

Tags: salesforce data migration services, salesforce data migration services, salesforce data migration services, salesforce data migration services, salesforce data migration services

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Unraveling the Essence of Data Hygiene

Data Hygiene: Definition, Benefits, and Best Practices

Most of us follow a similar routine in the kitchen: we prepare breakfast in the morning and wipe up any spills or loose crumbs as we go. We reposition containers if the cupboard is chaotic so that we can find the sugar and cereal with ease the next day. We take pasteurized milk out of the refrigerator because we know deep down that it shouldn’t be kept. Taking care of household cleanliness has become second nature, but what about data hygiene? Good data hygiene in sales is as crucial as good kitchen cleanliness.

What is data hygiene?

Maintaining accurate, current, and well-organized sales data through a variety of methods is known as data hygiene. Anything that aids the sales team is considered sales data. This includes data regarding the pipeline for sales, the effectiveness of sales representatives, and potential and existing clients. It is terrible data hygiene and can be detrimental to income to allow stored data to become disorganized or out of current. Errors can occur accidentally when entering data for the first time or when changing entries, and they are simple to overlook. Sales and marketing teams are more productive when they practice effective data hygiene.

Why is data hygiene important?

McKinsey reports that 53% of the world’s top-performing companies use data to drive revenue. Businesses hoping to follow in their footsteps should ask themselves: What is the point in implementing big data if it’s the wrong data?

According to research, these are the top five functions sales data is used for:

Selecting accounts to target

Selecting industries to target

Assessing performance

Selecting regions to target

Identifying the buying committee

Sales teams are unable to do these tasks to the best of their abilities due to poorly handled data.

Data hygiene best practices with lean IT

Happily, the first step towards practicing excellent data hygiene is realizing how important it is. We can cross that one item off the list. It’s also advisable to practice the remaining parts:

Audit the data

Find the info that is already there. Verify that the system for storing, recording, and analysing it is operating correctly. Ascertain which data metrics are important to the company and whether any dirty data—that is, data that is inaccurate or out-of-date—exists, then make the necessary adjustments.

Remove unneeded data

It is possible to have too much info. Data that won’t be helpful for marketing or sales shouldn’t be gathered or retained. This data should not be utilized or stored and may include customer names or contact information on official do-not-contact lists, consumer information from underage sources, or non-compliant data.

Be detail-oriented

Look closely at the details in every entry. Email formats and abbreviations must to be uniform throughout the database. Standardization increases readability and highlights mistakes.

Make data hygiene a habit

Data hygiene is a continuous process; a single clean is insufficient. Accurate data entry and frequent database reviews are essential for reducing wasteful spending and maximizing return on investment.

Enlist a data team

The professionals are the most knowledgeable. Both of the aforementioned jobs and more difficult ones, such as merging or eliminating duplicates, can be completed by a group of data specialists. The group may consist of employees or a data hygiene services provider that has been contracted.

Use the right tools

According to 71% of sales representatives, entering data takes up too much of their time when they should be closing deals. Sales solutions that facilitate data administration, monitoring, and visibility reduce errors and save sellers time.

Lean IT: Data hygiene tools

Saying, “I should keep my kitchen clean,” is simple. But achieving that is a whole different story, and it may quickly become a burdensome task. Data hygiene is no different. For this reason, there are instruments that handle part of these duties rather than placing them on the backs of sales representatives. By integrating automatic data capture with CRM, email, and calendars, sales systems such as Revenue Grid facilitate data hygiene. The software syncs calendars automatically to log meetings into Salesforce and automatically builds Salesforce entries and updates them with new data as it is captured.

Revenue Grid addresses the issue of data visibility by providing sales leaders with a dashboard that displays team analytics, performance metrics, and individual sales activities, in addition to a dashboard that displays real-time pipeline information.

Data hygiene vs. data cleansing

The majority of salespeople have at some point heard the term “data cleanse,” but what distinguishes data cleansing from data hygiene?

In everyday language, picture yourself going about your business at home and performing as little duties as possible. Dishes are placed in the sink, but you don’t wash them. You never scrub the shower; you just spray it down. The house will be filthy in a month.

You need a major cleanup after not managing tasks or data for a while; on the other hand, maintaining excellent data hygiene is similar to tidying up as you go and avoiding problems.

Both entail identifying and eliminating inaccurate or out-of-date data. Still, you can’t depend solely on data purification. Regular data cleansing is just one aspect of sound data hygiene.

Data cleansing process

One excellent way to start implementing proper data hygiene is with a data clean. When a business has to cleanse its data, there are a few key actions they need to take: 1. Identify and remove duplicate data 2. Eliminate any useless or out-of-date data. 3. Remove unnecessary information to avoid errors and duplications. 4. Fill up any gaps in the data by entering values or, if necessary, merging 5. To maintain consistency in the data, standardize field formats and naming practices. 6. To guarantee quality, evaluate your data and the parameters used for data gathering.

Get clean and stay clean

Armed with a deep understanding of data hygiene, it’s time to explore the business data hygiene options and techniques with lean IT, a well-planned data hygiene strategy strengthens sellers’ customer knowledge and reduces wasteful spending, thereby improving return on investment.

Please contact us / call us for more details.

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Account-Based Marketing (ABM): Why You Should Adopt It, And How

Account-based marketing, or ABM, is becoming more and more popular among B2B marketers as a component of their total marketing campaigns. ABM works in perfect harmony with traditional marketing strategies that focus on boosting short-term lead generation and long-term revenue growth.

Lean IT will help your organization to grow with the help of adopting account-based marketing

What Is Account-Based Marketing?

ABM, in its most basic form, is a marketing approach that focuses resources on engaging a certain group of target accounts. ABM not only encourages but also mandates alignment between the marketing and sales departments since account-level personalization necessitates that both departments be in sync with account-specific content. Increased money in a shorter amount of time was the driving force. By working closely with sales to identify significant prospects, marketers utilizing account-based marketing (ABM) avoid broadening their search for leads and instead target specific accounts’ buying teams with personalized programs and messaging.

Why Would You Want to Practice ABM with Lean IT?

Marketing departments are under increasing pressure to have a direct impact on revenue growth, especially as buying circles expand. It’s the main cause of the ABM approach’s notable adoption. Relationships in your highest-value, highest-opportunity accounts are the main emphasis of ABM. Assume, for example, that you offer a high-priced SaaS product or consulting service. Instead of pursuing small businesses, SMBs, and enterprises with a broad approach, you might begin by concentrating on the accounts that have the greatest need and the necessary funding. Marketing and sales may engage and convert accounts more effectively by pooling their resources and efforts. In reality, they have the luxury of taking their time to formulate a deliberate strategy that increases the likelihood of generating interaction.

This deliberate approach is important at a time when consumers are demanding outreach that is customized to their company and even to their own interests within the company. Marketing and sales must interact with each member of the buying team individually in order to comply with ABM. Targeting a small number of high-value accounts with marketing and sales efforts requires a customized strategy. If you effectively personalize your communications, customers will be more receptive to your outreach and less likely to disregard it.

Who Does ABM Benefit and How?

According to the facts, ABM works well for B2B organizations that supply a small number of major important accounts or accounts of a particular size inside a particular industry. Others contend that as long as high-value accounts are the main emphasis, ABM may be effective for B2B companies of any size. More specifically, ABM benefits customers, marketing, and sales all at the same time. The account-based strategy that sales teams have long embraced is properly complemented by ABM. Marketing’s committed involvement allows sales teams to more effectively tailor their outreach. Sales can close larger deals more quickly and with greater close rates when they target specific members of the buying committee with relevant marketing messaging.

Sales views the marketing team as a reliable ally on a strategic mission, which benefits marketing. Instead of sending out leads that sit around, marketing collaborates with sales to create a list of prospects that both departments feel are the most promising. According to 84% of companies utilizing ABM, it offers a better return on investment than other marketing initiatives. One important side effect of ABM is that it gives the marketing team a far better grasp of the target audience as a whole. Marketing can use their understanding of the messaging and content that people respond to best to enhance the outcomes of their other initiatives.

Better experiences are another way that ABM helps customers. Personalized interactions are what buyers want, and ABM provides them. Customers will understand and value your upfront efforts in providing them with relevant material and messages that resonate, as well as the fact that you don’t waste their time with irrelevant ones.

How to Align Sales and Marketing Around an ABM Strategy with the help of Lean IT

The key to success is getting marketing and sales to function as a single account team. If that alignment isn’t there, your target accounts will experience a disjointed experience as sales and marketing step on each other instead of facilitating each other’s ability to interact with important decision-makers. Success begins with your sales representatives and marketers having open lines of communication, and it continues as each group carries out its own portion of the plan across the buyer’s journey. Starting with a shared understanding of the ABM program’s ultimate objective facilitates communication between marketing and sales as they identify the most appropriate target accounts and the most effective way to connect with and interact with them.

While expanding the company with current clients or gaining new ones is the primary goal, marketing and sales should also establish more manageable targets that complement the larger ones. These logical objectives may consist of:

Pinpointing a higher number of decision-makers within each account

Securing a greater number of senior-level appointments/meetings

Accelerating the sales cycle

Encouraging higher customer loyalty or reducing churn

Closing a higher percentage of large deals

Boosting revenues within existing accounts

Lean IT Will Help You To Create Strategy For Account-Based Marketing

Sales and marketing can work together toward the same objective when they have the same perspective on account targeting and acquisition. Co-developing an ABM strategy is the first step in enabling sales and marketing to collaborate as a single “account team.”

In essence, this means that marketing allocates its resources primarily to the accounts that sales consider most critical. Sales and marketing agree on shared objectives, messaging and content, execution strategy, and performance measures. Let’s go over the essential procedures for creating an ABM plan with the help of Lean IT .

Step 1: Identify high-value accounts

Examine your current clientele to see which ones best meet your criteria for the perfect client. This definition can change depending on factors like industry and other broad characteristics, but it generally comes down to the most lucrative, enduring, satisfied clients who are a pleasure to work with. To put it another way, they offer the highest lifetime value, are a great fit for your business, and succeed with your solutions. Watch out for new accounts that meet your strategic criteria as well as those that are already with you and have expressed interest in growing their relationship with your business. When answering the question “Does this account have an urgent need we can address and that would compel it to spend $X?” for new accounts, you could

Step 2: Map individuals to accounts

Any B2B transaction involving a sizable purchase will require your sales and marketing departments to assist in fostering agreement among the important parties. Finding people who have the power to influence the ultimate purchasing decision is your first step. You must interact with and influence these committee members to take action. As an illustration, suppose a business that sells marketing software is determining the important decision-making positions in particular accounts. The CMO, CIO, CFO, and managers of digital marketing could be on the list of people.

Step 3: Define and create targeted campaigns

You must create customized campaigns that appeal to your target accounts and persons after you’ve selected them. Remember that the foundation of every successful ABM program is the development and maintenance of relationships. Your best chance of success is to offer insightful advice and instruction that is coordinated with the account’s purchasing cycle. The first step is to match your messaging and content to the requirements, concerns, and interests of every important stakeholder and account. The ideal approach would be to create a special value proposition and pertinent material for every stakeholder that affects a purchase.

Include lots of thought leadership material in your content strategy: Recognize the opinions of stakeholders. Investigate the current status of the discussion first to meet your readers where they are.

Create and express a well-informed opinion. Demonstrate that you are in a position to make a firm decision and present a compelling case for your stance.

Explain the value you’ve provided in your narrative. Provide instances from everyday life that illustrate your points of view.

Step 4: Pinpoint optimal channels

Determine which channels your target accounts and important stakeholders use most frequently to look for trends and solutions. This could differ depending on the function or even the industry, so don’t think you can apply a general strategy here.

Step 5: Develop a strategic playbook

Create a playbook that specifies who does what and when in order to make roles and responsibilities clear. Indicate the strategies that sales and marketing will employ to interact with contacts inside accounts and stimulate curiosity and action. Create a marketing cadence that assigns the proper channel, message, and content to each communication or outreach to give this significance.

Step 6: Execute your campaigns

Utilizing a tailored approach that makes sense for every interaction, marketing and sales interact with accounts on a personal basis. A wide range of strategies, such as email, special events, direct mail, advertisements, and more, can be used in campaigns. Utilize the relationship-driven nature of ABM approach to direct your outreach. For instance, a particular team member may get in touch with the contact because they attended the same university or have the greatest professional ties. The team member who owns the account can then be introduced to by that team member.

Step 7: Measure and optimize

Assessing the effectiveness of conventional lead-generation strategies is not the same as measuring ABM outcomes. When it comes to ABM, sales and marketing are equally responsible for generating revenue and pipeline. It’s accounts you have to move through the buying procedure, not people. Keep track of opportunities created, closed wins and their value, and account interaction as well. As with a normal buy cycle, give your teams ample time to produce results. Then, make any necessary adjustments to your plan and methods.

Types of Account-Based Marketing

·       Strategic ABM

·       ABM Lite

·       Programmatic ABM

How Can Lean IT will  Help You?

If you are interested and when you are ready, we can help you in your ABM journey. Here are some ways to get started:

Check out more on www.leanitcorp.com  to get you started on your ABM journey.

Follow us or connect with us on LinkedIn.

Work with me directly. Let’s book us on (Lean IT is the best salesforce partner company in the United States. (leanitcorp.com)) and we can explore ways you can improve your marketing using the latest techniques in account-based marketing.

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Tags: salesforce implementation partner, salesforce nonprofit consultants, top salesforce consulting firms, best salesforce consulting firms

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Mastering Marketing Automation: Lean IT’s Guide to Streamlining Your Business with Top Tools

Within the ever-changing world of digital marketing, where efficiency and customized communication are paramount, marketing automation is a game-changer. Read this blog to gain a comprehensive overview of marketing automation technologies and tips for putting best practices into action to improve your marketing campaigns. Explore Marketing Automation Marketing automation is the process of using technology to automate repetitive marketing processes. This allows firms to personalize communication, nurture prospects, and analyze data with minimum manual intervention. The goal is to increase the overall impact of marketing efforts while streamlining procedures and saving time.

Lean IT : Marketing Automation Tools

Customer Relationship Management (CRM) Systems: CRM platforms such as HubSpot, Zoho CRM, or Salesforce serve as central repositories for customer data, facilitating marketing automation and tailored communication.

 Email Marketing Automation Platforms: Programs like Active Campaign, Marke to, or Mailchimp provide automated email campaigns that guarantee prompt and focused correspondence.

 Social Media Automation Tools: By helping to schedule and automate social media postings, Hootsuite, Buffer, or Sprout Social enables strategic planning ahead of time.

Lead generation and management tools: Lead pages, Unbounce, and OptinMonster are a few examples of platforms that help with lead generation and form creation. These tools also effortlessly integrate with marketing automation.

 Analytics and Reporting Tools: Campaign performance data may be gleaned via Google Analytics, Kiss metrics, or HubSpot Analytics, which is essential for enhancing and optimizing marketing tactics.

Learn Best Practices for Marketing Automation with Lean IT:

Establish Clear Objectives: Prior to deploying automation for lead nurturing, client retention, or sales acceleration, clearly define your marketing goals and objectives.

 Segment Your Audience: To improve the targeting and personalization of your communications, divide your audience into groups according to their demographics, behaviour’s, or degree of interaction.

Produce Captivating material: Write pertinent and captivating material that speaks to your readers at various points in their journey.

 Establish Workflows: To streamline the customer journey, create automated workflows that drive prospects through the sales funnel.

Customize Communication: Using client information to tailor messaging will boost interaction and give your audience a sense of importance.

Consistently Update and Cleanse Data: To guarantee accurate information for efficient automation, keep your database updated and clean.

Test and Optimize: For better performance, use A/B testing to optimize workflows, landing sites, and emails.

Track and Evaluate Results: Track the effectiveness of automated campaigns on a regular basis, evaluate important data, and use learnings to improve tactics.

Tools for marketing automation enable your business to increase the efficacy and efficiency of their marketing initiatives. Marketing automation is now a strategic necessity in the cutthroat world of digital marketing since companies can produce more successful, tailored, and targeted campaigns by utilizing these tools and following best practices.

Schedule a call with Lean IT to learn more about marketing automation to build your business.

Salesforce, the leading CRM platform, empowers nonprofits through dedicated partnerships. Nonprofit partners specialize in tailoring Salesforce solutions to meet the unique needs of charitable organizations. They leverage Salesforce's robust features to streamline operations, enhance donor engagement, and drive social impact efficiently. Additionally, Salesforce Managed Services Partners provide ongoing support and optimization to ensure nonprofits maximize their CRM investment. Customization partners offer tailored solutions, adapting Salesforce to specific organizational requirements. Furthermore, CPQ (Configure, Price, Quote) consulting partners streamline complex sales processes, enabling nonprofits to efficiently manage and track revenue generation. Together, these partners empower nonprofits to amplify their mission-driven work effectively.

Read More At: https://leanitcorp.com/mastering-marketing-automation-lean-its-guide-to-streamlining-your-business-with-top-tools/

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

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Mastering Marketing Automation: Lean IT’s Guide to Streamlining Your Business with Top Tools

Within the ever-changing world of digital marketing, where efficiency and customized communication are paramount, marketing automation is a game-changer. Read this blog to gain a comprehensive overview of marketing automation technologies and tips for putting best practices into action to improve your marketing campaigns. Explore Marketing Automation Marketing automation is the process of using technology to automate repetitive marketing processes. This allows firms to personalize communication, nurture prospects, and analyze data with minimum manual intervention. The goal is to increase the overall impact of marketing efforts while streamlining procedures and saving time.

Lean IT : Marketing Automation Tools

Customer Relationship Management (CRM) Systems: CRM platforms such as HubSpot, Zoho CRM, or Salesforce serve as central repositories for customer data, facilitating marketing automation and tailored communication.

 Email Marketing Automation Platforms: Programs like Active Campaign, Marke to, or Mailchimp provide automated email campaigns that guarantee prompt and focused correspondence.

 Social Media Automation Tools: By helping to schedule and automate social media postings, Hootsuite, Buffer, or Sprout Social enables strategic planning ahead of time.

Lead generation and management tools: Lead pages, Unbounce, and OptinMonster are a few examples of platforms that help with lead generation and form creation. These tools also effortlessly integrate with marketing automation.

 Analytics and Reporting Tools: Campaign performance data may be gleaned via Google Analytics, Kiss metrics, or HubSpot Analytics, which is essential for enhancing and optimizing marketing tactics.

Learn Best Practices for Marketing Automation with Lean IT:

Establish Clear Objectives: Prior to deploying automation for lead nurturing, client retention, or sales acceleration, clearly define your marketing goals and objectives.

 Segment Your Audience: To improve the targeting and personalization of your communications, divide your audience into groups according to their demographics, behaviour’s, or degree of interaction.

Produce Captivating material: Write pertinent and captivating material that speaks to your readers at various points in their journey.

 Establish Workflows: To streamline the customer journey, create automated workflows that drive prospects through the sales funnel.

Customize Communication: Using client information to tailor messaging will boost interaction and give your audience a sense of importance.

Consistently Update and Cleanse Data: To guarantee accurate information for efficient automation, keep your database updated and clean.

Test and Optimize: For better performance, use A/B testing to optimize workflows, landing sites, and emails.

Track and Evaluate Results: Track the effectiveness of automated campaigns on a regular basis, evaluate important data, and use learnings to improve tactics.

Tools for marketing automation enable your business to increase the efficacy and efficiency of their marketing initiatives. Marketing automation is now a strategic necessity in the cutthroat world of digital marketing since companies can produce more successful, tailored, and targeted campaigns by utilizing these tools and following best practices.

Schedule a call with Lean IT to learn more about marketing automation to build your business.

salesforce customization partners catering to specific needs within the nonprofit sector, managed services, customization, and CPQ (Configure, Price, Quote) consulting. Nonprofit partners specialize in tailoring Salesforce solutions for organizations aiming to optimize their operations and impact. Managed services partners provide ongoing support, maintenance, and enhancements to ensure the seamless functioning of Salesforce systems. salesforce nonprofit partners focus on adapting Salesforce platforms to unique business requirements, maximizing efficiency and usability. CPQ consulting partners assist businesses in streamlining quoting processes, improving accuracy, and accelerating sales cycles through salesforce cpq consulting. Together, these partners empower organizations to harness the full potential of Salesforce for their missions.

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Navigating Azure Fabric Pricing for Optimal Computational Recourses Optimization

In today’s dynamic business environment, agility and cost-efficiency in managing computational resources are more critical than ever. This is where the concept of a unified compute resource pool comes into play, significantly simplifying the procurement and utilization of computational power across various workloads.

With the introduction of Capacity Units (CUs), businesses can now benefit from a highly flexible system that allows these units to be deployed wherever there is a demand. This eliminates the traditional necessity of pre-allocating specific resources for expected demands, which often leads to either a scarcity of resources during peak times or idle capacity during downtimes.

The revolutionary aspect of this system is that all CUs are pooled together. This means that no CU is ever left unused or wasted in supporting an idle workload. Instead, these CUs can be dynamically reallocated to where they are needed most. This fluidity not only ensures that every unit of compute is being used efficiently but also contributes to significant cost reductions. Gone are the days of paying for idle resources; businesses now pay only for what they use, optimizing their investment in compute capacity.

Moreover, the management of these resources is streamlined through a centralized dashboard, which offers transparent and real-time monitoring capabilities. This dashboard is a powerful tool for businesses, providing them with the ability to track usage patterns, assess costs, and make informed decisions about resource allocation. It empowers businesses to have a clear overview of their operational expenses related to compute resources, ensuring that budgeting for IT needs is as accurate and predictable as possible.

In conclusion, the single pool of compute for every workload, characterized by the use of Capacity Units, is a game-changer for businesses looking to optimize their operations. It offers an unprecedented level of flexibility and cost control, ensuring that businesses can adapt to changing demands without the risk of resource underutilization or overinvestment. This simplified purchasing model is set to redefine how businesses approach their computational needs, making it an essential strategy for companies aiming to maintain a competitive edge in the digital age.

Discover your options, test out the service at no cost, or inquire about pricing details here.

Salesforce, a leading CRM platform, extends its support beyond the corporate realm to nonprofit organizations, enabling them to streamline operations and drive their missions forward. Nonprofit partners leverage Salesforce's robust features tailored to their specific needs, facilitated by dedicated Salesforce Managed Services Partners. These partners offer ongoing support, maintenance, and optimization, ensuring seamless operations.

Moreover, Salesforce Customization Partners cater to unique organizational requirements, tailoring the CRM to align with nonprofit workflows efficiently. Additionally, Salesforce CPQ Consulting aids in configuring complex pricing structures, empowering nonprofits to manage donations and grants effectively. Together, these Salesforce partners empower nonprofits to maximize their impact and efficiency in serving communities.

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Benefit of Salesforce Health Cloud

As healthcare and life sciences confront new challenges, digital transformation can prime organizations to meet this moment head on. More robust data management strategies, automated workflows, and real-time insights reveal untapped opportunities to create efficiencies and improve consumer experiences.

Salesforce Health Cloud is not just a powerful and versatile platform for healthcare organizations, it also offers a host of additional benefits that make it an ideal choice for those looking to revolutionize their patient care and operational efficiency. By leveraging the power of Health Cloud, healthcare organizations can deliver exceptional patient experiences, streamline their processes, and ensure the security and compliance of their data. 

With continuous integration with the Salesforce ecosystem, plus a wealth of developer resources and AppExchange applications, Salesforce Health Cloud is a strong contender for positive change in the healthcare industry. Although the industry has a plethora of issues to address, hopefully Health Cloud can be a strong asset in providing a bright future.

Why Use Salesforce Health Cloud?

Any organization in the healthcare industry can benefit from Salesforce Health Cloud, including:

Healthcare providers (e.g. hospitals, clinics, and ambulatory care centers)

Payers (e.g. insurance companies and government healthcare agencies)

Medical device manufacturers

Pharmaceutical companies

Clinical research organizations

In the rapidly evolving healthcare landscape, organizations face numerous challenges such as managing complex patient data, coordinating care across teams, and delivering personalized patient experiences. Salesforce Health Cloud addresses these challenges head-on by providing a 360-degree view of the patient, streamlining workflows, and offering robust analytics and reporting tools. By utilizing Health Cloud, healthcare providers can improve patient satisfaction, reduce costs, and ultimately deliver better patient outcomes.

Companies are already seeing results, including New England Biolabs, a global leader in life sciences. New England Biolabs utilized Salesforce Health Cloud to streamline their customer service processes and improve customer satisfaction. Similarly, John Muir Health, a California-based healthcare provider, implemented Health Cloud to improve care coordination and optimize patient engagement.

Top Features of Salesforce Health Cloud

The mission behind Salesforce Health Cloud is ambitious, so it needs to have some strong features to even begin delivering what it promises. Some of the key features include:

Patient 360: This feature provides a complete, unified view of the patient, including demographics, clinical data, and interactions. By consolidating information from various sources, healthcare providers can make informed decisions and deliver personalized care.

Care Plans: Salesforce Health Cloud allows care teams to create, track, and manage personalized care plans. Care plans can include goals, tasks, and milestones, enabling healthcare providers to monitor patient progress and adjust treatment plans as needed.

Care Coordination: With Health Cloud, care teams can collaborate more effectively, sharing information and coordinating care across multiple providers. The platform also supports secure messaging, allowing providers to communicate with patients directly.

Health Timeline: This interactive feature enables users to visualize a patient’s medical history, including encounters, lab results, and medications, all in one place. This intuitive view helps care teams quickly understand a patient’s history and make informed decisions.

Einstein Analytics for Healthcare: Leveraging the power of AI, Einstein Analytics for Healthcare provides advanced insights and predictions to help healthcare organizations improve patient outcomes, streamline operations, and optimize financial performance.

Salesforce nonprofit partners offer tailored solutions for non-profit organizations, leveraging Salesforce's powerful platform to enhance their impact and efficiency. As a Salesforce managed services partner, we provide comprehensive support, ensuring smooth operations and optimization of Salesforce environments. Our Salesforce customization partners specialize in tailoring Salesforce solutions to meet unique business needs, maximizing efficiency and productivity. With expertise in Salesforce CPQ consulting, we streamline quoting processes, empowering businesses to generate accurate quotes quickly. Together, we enable organizations to harness the full potential of Salesforce, driving growth, and achieving their goals effectively and efficiently.

Read More At: https://leanitcorp.com/benefit-of-salesforce-health-cloud/

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

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Complete Guide to Salesforce Campaign Influence

Salesforce Campaign Influence is how Salesforce Opportunities are associated with the Campaigns that helped generate them. It’s all about joining the dots between sales revenue (stored in opportunities) and marketing data (stored in campaigns) – and therefore, is the fundamental connection in measuring Marketing ROI (return on investment).

Without Campaign Influence, how else would you find out the amount of revenue generated for specific marketing campaigns? How else would you capture marketing-sourced deals vs. other lead sources?

What is Campaign Influence in Salesforce?

Salesforce Campaign Influence is how Salesforce Opportunities are associated with the Campaigns that helped generate them.

Campaign Influence can be a daunting topic, however, for marketers and admins who aren’t familiar with the nuts and bolts of Salesforce Sales Cloud, Salesforce Campaigns functionality, and the Campaign Influence object.

Failing to understand the two options that the Salesforce platform provides is a common roadblock.

The dream of accurate, effortless ROI tracking can become real. To begin demystifying Campaign Influence in Salesforce, we can start by laying out the two types:

Campaign Influence 1.0 (AKA Salesforce Influence Model) – the default attribution model, using the “Primary Campaign Source Field”

Customizable Campaign Influence – for more advanced, multi-touch attribution.

Key Salesforce Marketing Terms to Learn

Before you can understand how Campaign Influence works (without getting lost!) there are terms you need to familiarize yourself with:

Contact roles: the contact involved in the opportunity is that all-important link. Salesforce will only pick up the contact’s involvement when the contact is added as a Contact Role to the opportunity. A Contact Role record allows you to show that this contact is playing an influencing role in that opportunity.

Lead conversion: When Leads are considered “qualified” by your organization, the Lead record is converted to create a new Contact, create/relate to an Account, and (optionally) create an Opportunity. Understanding this concept will make many of the automated Campaign Influence behaviors clear.

Salesforce Campaign Influence 1.0 (Option 1)

As the default attribution model, it’s the simplest to grasp. With the advances in marketing analytics and increased expectations of what can be reported on with Salesforce, many organizations will find this type of Salesforce Campaign Influence insufficient. With this model, you can:

Associate Campaigns to Opportunities, using the contact as the golden link.

Enable/Disable as you wish

Set an auto-association timeframe

Credit revenue to campaigns in a simple way, using the “Primary Campaign Source” field.

How Salesforce Campaign Influence 1.0 Works

A picture can speak a thousand words, so I’m going to use the Salesforce data schema to help us discover the Primary Campaign Source field. The data schema is a diagram that shows how Salesforce objects are related, and is available in every Salesforce org (in “Setup”).

Highlighted in yellow, you can see Primary Campaign Source is a field on the Opportunity (type, “lookup”). The field “looks up” to the Campaign, therefore linking the two together.

You can see the relationship more clearly here:

Only one Campaign can be added to the Primary Campaign Source for each Opportunity (the nature of lookup relationship fields).

Crediting revenue to the Campaign is kept simple for this reason. The campaign on the opportunity ‘Primary Campaign Source’ field will receive 100% of the credit.

Enable Campaign Influence 1.0

You can enable/disable the Campaign Influence feature as you wish. In Setup, search for ‘Campaign Influence’, and select ‘Enabled’.

Auto-association

Auto-association means that you can let Salesforce take care of forging the link between your Opportunities and Campaigns.

When a Lead is converted and an opportunity is created at the time of conversion (which remember, is optional), then auto-association will kick into action.

Auto-association can be broken down into two parts:

Time-based Auto-association

Auto-association rules

Salesforce Nonprofit Partners are organizations dedicated to assisting nonprofits in leveraging Salesforce technology to streamline operations and achieve their missions effectively. These partners offer tailored solutions, including Salesforce customization, to address the unique needs of nonprofit organizations, enhancing donor management, volunteer tracking, and program management.

Salesforce Managed Services Partners provide ongoing support and maintenance for Salesforce implementations. They ensure smooth operation, troubleshoot issues, and optimize Salesforce instances to align with evolving business needs.

Salesforce Customization Partners specialize in tailoring Salesforce to suit specific business requirements, offering personalized solutions to maximize efficiency and productivity.

salesforce cpq consulting partners assist businesses in implementing CPQ solutions on the Salesforce platform, streamlining the quote-to-cash process and enhancing sales effectiveness.

Together, these partners empower organizations to harness the full potential of Salesforce technology, driving innovation and achieving their goals efficiently.

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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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Empowering Data Analytics Transformation with Azure Fiber

In the evolving world of data analytics, our team at Lean IT has been at the forefront, harnessing the power of Azure Fiber to drive significant advancements in this space. Our journey is marked by a series of successful engagements, each underlining our commitment to innovative solutions and transformative processes. Central to our achievements is our highly competent team, which excels in the implementation of Azure Fiber’s Fabric technology. Their expertise and dedication to excellence ensure that we not only meet but exceed industry standards in every project. This prowess in Fabric technology has enabled us to provide cutting-edge solutions that redefine the potential of data analytics. A highlight of our journey is the “Unlock Data” project, utilizing the Paved Road platform—a classic example of Fabric implementation at its finest. This initiative exemplifies our capability to assist organizations in transforming their data platforms, helping them realize significant returns on investment post-Fabric implementation. It stands as a testament to our team’s ability to navigate complex challenges and deliver impactful results. Understanding the intricacies of Azure Fiber and its vast potential can be challenging. That’s why we offer our expertise for consultancy, proof of concept development, or any support related to Azure Fabric. Our deep understanding of Azure Fiber, coupled with our hands-on experience, positions us uniquely to provide insights and assistance to those aiming to excel in the realm of data analytics. At Lean IT we are not just part of the data analytics revolution; we are actively shaping it with Azure Fiber. Whether you’re looking to transform your data platform or seeking expert guidance, our team is ready to lead you towards a future of unparalleled data analytics success.

Salesforce implementation partners play a pivotal role in transforming organizations' operations. With a focus on seamless integration and customization, these experts streamline processes and maximize Salesforce's potential. Nonprofit consultants specializing in Salesforce extend this impact to the philanthropic sector, optimizing donor management and program tracking.

Top Salesforce consulting firms distinguish themselves through innovation and expertise. They navigate complex business landscapes, delivering tailored solutions that drive growth and efficiency. From strategy development to training, they empower clients to harness Salesforce's full capabilities.

For organizations seeking the best Salesforce consulting firms, prioritizing experience, client success, and innovation ensures transformative partnerships.

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10  Ways Salesforce can Transform Your Business

10 Ways Salesforce can Transform Your Business

Salesforce is a versatile platform that can be customized to meet the unique needs of businesses of all sizes and industries. From managing customer relationships to automating sales processes and tracking performance metrics, Salesforce can transform the way you do business. Here are 10 surprising ways Salesforce can transform your business today:

1. Improve Customer Engagement

Salesforce allows you to manage customer interactions across multiple channels, including email, social media, and mobile. This can help you improve customer engagement and retention by providing personalized and timely communication.

2. Automate Sales Processes

Salesforce can automate sales processes such as lead capture, opportunity management, and sales forecasting. This can save time and resources while also improving the accuracy and efficiency of sales operations.

3. Enhance Collaboration and Productivity

Salesforce enables teams and departments to collaborate, share information and insights, and track progress and results. This can improve productivity, communication, and decision-making.

4. Streamline Marketing Efforts

Salesforce allows you to manage marketing campaigns across multiple channels and track their effectiveness. This can help you optimize your marketing efforts and improve ROI.

5. Gain Valuable Insights and Analytics

Salesforce provides access to valuable data and analytics that can help you make informed business decisions. It allows you to track sales performance, customer behavior, and market trends, among other things.

6. Manage Partner Relationships

Salesforce can help you manage partner relationships by tracking interactions, managing contracts, and sharing information and resources.

7. Improve Customer Service

Salesforce allows you to manage customer service interactions across multiple channels and track customer satisfaction. This can help you improve customer service and retention.

8. Personalize Customer Experiences

Salesforce allows you to personalize customer experiences by tracking customer preferences, behavior, and history. This can help you provide more targeted and relevant communication and offers.

9. Increase Efficiency and Reduce Costs

Salesforce can help you increase efficiency and reduce costs by automating tasks, streamlining processes, and eliminating manual data entry.

10. Scale Your Business

Salesforce is a scalable platform that can grow with your business. Whether you’re a startup or an established enterprise, Salesforce can accommodate your changing needs and help you reach new heights of success.

In conclusion, Salesforce is a powerful platform that can transform the way you do business in surprising ways. From improving customer engagement to streamlining sales processes and gaining valuable insights, Salesforce can help you achieve your business goals and take your company to the next level.

[leanitcorp]

Empowering Data Analytics Transformation with Azure Fiber

In the evolving world of data analytics, our team at Lean IT has been at the forefront, harnessing the power of Azure Fiber to drive significant advancements in this space. Our journey is marked by a series of successful engagements, each underlining our commitment to innovative solutions and transformative processes. Central to our achievements is our highly competent team, which excels in the implementation of Azure Fiber’s Fabric technology. Their expertise and dedication to excellence ensure that we not only meet but exceed industry standards in every project. This prowess in Fabric technology has enabled us to provide cutting-edge solutions that redefine the potential of data analytics. A highlight of our journey is the “Unlock Data” project, utilizing the Paved Road platform—a classic example of Fabric implementation at its finest. This initiative exemplifies our capability to assist organizations in transforming their data platforms, helping them realize significant returns on investment post-Fabric implementation. It stands as a testament to our team’s ability to navigate complex challenges and deliver impactful results. Understanding the intricacies of Azure Fiber and its vast potential can be challenging. That’s why we offer our expertise for consultancy, proof of concept development, or any support related to Azure Fabric. Our deep understanding of Azure Fiber, coupled with our hands-on experience, positions us uniquely to provide insights and assistance to those aiming to excel in the realm of data analytics. At Lean IT we are not just part of the data analytics revolution; we are actively shaping it with Azure Fiber. Whether you’re looking to transform your data platform or seeking expert guidance, our team is ready to lead you towards a future of unparalleled data analytics success.

As Salesforce implementation partners and top Salesforce consulting firms, we also specialize in providing Salesforce nonprofit consultants services.