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Salesforce in Education: Simplifying Enrollment and Admissions Processes

Streamlining Enrollment and Admissions Processes using Salesforce in Education

In the rapidly evolving landscape of education, institutions face numerous challenges when it comes to managing enrollment and admissions processes efficiently. The traditional manual methods often lead to bottlenecks, errors, and unnecessary delays, impacting both students and administrative staff. However, with the implementation of Salesforce, a powerful customer relationship management (CRM) platform, educational institutions can streamline their enrollment and admissions processes, improving efficiency, accuracy, and the overall student experience.

Educational institutions must adapt to the digital era to attract and retain students effectively. Salesforce address the need for the following:

Centralized Student Data Management: Salesforce can serve as a centralized database for storing and managing student information. It allows you to create custom objects and fields to capture relevant data such as contact details, academic records, application status, and more. This centralization enables easy access to information and eliminates the need for manual data entry and multiple systems.

Online Application and Forms: Salesforce’s web-to-lead and web-to-case features enable the creation of online application forms that prospective students can fill out and submit directly through your institution’s website. This streamlines the application process and eliminates the need for paper-based forms. The data submitted through these forms is automatically captured in Salesforce, enabling efficient tracking and follow-up.

Automated Workflows and Approvals: Salesforce Workflow Rules and Approval Processes can automate various steps in the enrollment and admissions process. For example, you can create workflows to send automated notifications to applicants, schedule follow-up actions, assign tasks to staff members, and trigger alerts for missing information. Approval processes can be used to route applications to the appropriate personnel for review and decision-making.

Communication and Engagement: Salesforce’s communication tools, such as email templates, mass email campaigns, and SMS messaging, can be utilized to keep applicants informed about the status of their applications, share important updates, and engage with prospective students. These tools enable personalized and timely communication at scale, enhancing the overall applicant experience.

Reporting and Analytics: Salesforce’s reporting and analytics capabilities provide valuable insights into the enrollment and admissions processes. You can generate reports and dashboards to track key metrics, monitor application trends, measure conversion rates, and identify bottlenecks. These insights can inform decision-making, identify areas for improvement, and optimize resource allocation.

Integration with Other Systems: Salesforce can be integrated with various third-party systems and tools, such as student information systems (SIS), learning management systems (LMS), and financial aid systems. Integration allows for seamless data flow between systems, reducing duplicate data entry and ensuring data consistency across platforms.

Mobile Access: Salesforce offers mobile apps for iOS and Android devices, allowing admissions staff to access and update student data on the go. This mobility facilitates efficient and timely responses to applicant inquiries, enables real-time collaboration, and enhances productivity.

Salesforce Education Cloud is a powerful CRM platform that revolutionizes the management of student journeys in educational institutions. Here are four key points about the platform:

360-Degree Student View: Salesforce Education Cloud provides a comprehensive view of each student’s journey, starting from prospective inquiry to enrollment and beyond. It enables personalized communication, automates tasks, and empowers institutions to make data-driven decisions, ensuring a tailored and efficient experience for students.

Community Engagement: Educational institutions can leverage the Community Cloud to create online communities for prospective students, current students, parents, and alumni. These communities serve as collaborative platforms where information can be shared, queries can be answered, and support can be provided throughout the admissions process.

Support for the Entire Education Journey: Salesforce in education offers comprehensive support for the entire education journey, spanning from K-12 to higher education. The platform provides a unified solution that can be customized to meet the specific needs of each institution.

Digitized Campus Experience: Salesforce enables educational institutions to create a digital campus that enhances collaboration, engagement, and productivity. Through digitization, processes such as registration, course management, scheduling, grading, and student support services can be streamlined and accessed through a centralized platform. This digital transformation improves operational efficiency and enhances the student experience by providing convenient access to information, personalized support, and a connected learning environment.

Arizona State University (ASU) implemented Salesforce Education Cloud, centralizing student data and streamlining admissions. Personalized communication led to a 50% increase in applications and a 30% increase in enrollment. ASU utilized Salesforce’s analytics for student progress tracking, improving retention and graduation rates. Similarly, University of Massachusetts (UMass) Lowell leveraged Salesforce’s marketing automation, resulting in a 40% increase in applications and a 30% increase in yield rates. Salesforce’s reporting and analytics enabled data-driven decisions, optimizing recruitment strategies for UMass Lowell.

To experience the transformative power of Salesforce in education, partner with Maxify Digital. We specialize in implementing Salesforce solutions for educational institutions. Embrace digital innovation and AI to unlock the full potential of your institution. Connect with us to schedule a consultation and discover how Salesforce can revolutionize your educational institution.

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Tips for Successful Business Growth: Personalizing Your Sales Pitch Using Salesforce Data

In today’s competitive business landscape, personalization has become a crucial element in driving successful sales and achieving business growth.

With the power of Salesforce and its robust data capabilities, businesses can unlock valuable insights to personalize their sales pitch and establish meaningful connections with prospects and customers.

In this article, we will explore practical tips and strategies for leveraging Salesforce data to personalize your sales pitch, ultimately paving the way for increased business growth and success.

Leverage Comprehensive Customer Profiles:

Salesforce provides a wealth of customer data that can help you build comprehensive customer profiles. Utilize this data to understand your customers’ preferences, behaviors, and pain points. By gaining insights into their specific needs, you can tailor your sales pitch to address their unique challenges and position your product or service as the ideal solution.

2. Utilize Dynamic Content:

Make use of Salesforce’s dynamic content capabilities to create personalized sales collateral. Customize presentations, proposals, and marketing materials based on individual customer preferences and previous interactions. This level of personalization showcases your attention to detail and demonstrates your commitment to meeting their specific requirements.

3. Implement Automated Workflows:

Automation is a game-changer when it comes to personalization. Leverage Salesforce’s workflow automation features to set up personalized email campaigns triggered by specific customer actions or milestones. By sending relevant and timely communications, you can nurture leads and build stronger relationships with prospects, leading to increased conversions and business growth.

4. Harness Predictive Analytics:

Salesforce’s predictive analytics capabilities enable you to anticipate customer behavior and preferences. Leverage this data to identify upselling or cross-selling opportunities. By tailoring your sales pitch to align with their anticipated needs, you can position yourself as a trusted advisor and enhance the value you bring to their business.

5. Track and Analyze Sales Performance:

Salesforce’s reporting and analytics tools provide valuable insights into your sales performance. Monitor the effectiveness of your personalized sales pitches, track conversion rates, and identify areas for improvement. Continuously analyze the data to refine your sales strategies and optimize your approach, driving ongoing business growth.

Personalizing your sales pitch using Salesforce data is a powerful strategy for driving successful business growth. By harnessing the wealth of customer insights available within Salesforce, you can tailor your approach, engage with prospects on a deeper level, and establish long-lasting customer relationships.

Implement the tips and strategies outlined in this article to leverage Salesforce’s capabilities and unlock the full potential of personalization in your sales efforts. By doing so, you can elevate your sales performance, achieve sustainable business growth, and stay ahead of the competition in today’s dynamic marketplace.

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How does Salesforce Sales Cloud is Boost your Sales Performance

Salesforce is a customer relationship management (CRM) platform that has revolutionized the way businesses manage their sales processes. With its robust suite of tools, Salesforce helps sales teams automate, streamline, and optimize their sales activities, enabling them to close more deals and drive revenue growth.

Here are some key features of Salesforce that can help sales teams achieve their goals:

Lead Management: Salesforce enables sales teams to manage their leads more efficiently, from capturing and qualifying leads to tracking them throughout the sales pipeline. With Salesforce’s lead management tools, sales reps can easily prioritize their leads based on their level of interest, engagement, and potential value, allowing them to focus their efforts on the most promising prospects.

Opportunity Management: Salesforce also provides robust tools for managing sales opportunities. Sales reps can track the status of each opportunity, set reminders and alerts, and collaborate with team members to close deals faster. With Salesforce’s opportunity management tools, sales teams can identify potential roadblocks in the sales process and take proactive steps to overcome them.

Sales Forecasting: Salesforce’s powerful sales forecasting tools enable sales teams to make more accurate predictions about future sales revenue. Sales reps can use historical data and current sales trends to create forecasts that help them plan and allocate resources more effectively.

Sales Analytics: Salesforce’s analytics tools provide valuable insights into sales performance, including metrics such as win/loss rates, average deal size, and conversion rates. Sales teams can use these insights to identify areas for improvement and make data-driven decisions to optimize their sales processes.

Mobile Access: Salesforce’s mobile app enables sales reps to access the platform on-the-go, allowing them to manage their leads, opportunities, and sales activities from anywhere. This feature enables sales reps to be more productive and responsive, while also giving them greater flexibility and autonomy.

Salesforce’s intuitive user interface and comprehensive suite of tools make it a valuable asset for any sales team looking to improve their sales processes and drive revenue growth. By leveraging Salesforce’s capabilities, sales teams can streamline their workflows, optimize their sales activities, and ultimately close more deals.

Connect with us for a personalized salesforce experience. Write at success@maxify.digital

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Spreadsheets aren’t databases — stop using them like one

Spreadsheets have been around for decades and are a staple tool in many workplaces. They are easy to use, flexible, and can handle a wide range of tasks. However, there is a growing problem with using spreadsheets as databases.

Spreadsheets are not designed to be databases, and using them as such can lead to data inconsistencies, errors, and security vulnerabilities.

Here are some reasons why we should stop using spreadsheets as databases.

Limited Data Structure: Spreadsheets have a limited data structure, which means they are not designed to handle complex data relationships. While they are great for simple data structures, they fall short when it comes to handling more complex data structures.

Lack of Data Validation: Spreadsheets do not provide the same level of data validation that databases do. This means that it is easy to enter incorrect data or make mistakes. In a database, data validation rules can be set up to ensure that data is entered correctly, reducing the likelihood of errors.

Limited Security: Spreadsheets are not secure. They are easily shared and can be easily copied or edited by anyone who has access to them. This makes them vulnerable to data breaches and unauthorized access. Databases, on the other hand, can be secured with strong passwords and encryption to ensure that only authorized users have access to the data.

Limited Scalability: Spreadsheets are not designed to handle large amounts of data. As data volumes increase, spreadsheets become slower and less reliable. Databases, on the other hand, are designed to handle large volumes of data and can scale easily as data volumes increase.

Lack of Audit Trails: Spreadsheets do not provide a reliable audit trail. It is difficult to track changes made to a spreadsheet, which makes it difficult to identify who made changes and when they were made. In a database, audit trails can be set up to track all changes made to the data, making it easy to identify who made changes and when they were made.

In conclusion, spreadsheets are not databases, and we should stop using them as such. While spreadsheets are great for simple data structures, they fall short when it comes to handling more complex data structures, providing data validation, security, scalability, and audit trails.

Rather, use a CRM(Customer Relationship Management) system to store and manage customer information. In fact, a CRM system is a type of database that is specifically designed to manage customer interactions and relationships.

A CRM system can store a variety of customer data, such as contact information, purchase history, communication preferences, and customer service interactions. This data can be easily accessed and updated by sales, marketing, and customer service teams, allowing them to provide better customer experiences.

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Spreadsheets aren’t databases — stop using them like one

Spreadsheets have been around for decades and are a staple tool in many workplaces. They are easy to use, flexible, and can handle a wide range of tasks. However, there is a growing problem with using spreadsheets as databases.

Spreadsheets are not designed to be databases, and using them as such can lead to data inconsistencies, errors, and security vulnerabilities.

Here are some reasons why we should stop using spreadsheets as databases.

Limited Data Structure: Spreadsheets have a limited data structure, which means they are not designed to handle complex data relationships. While they are great for simple data structures, they fall short when it comes to handling more complex data structures.

Lack of Data Validation: Spreadsheets do not provide the same level of data validation that databases do. This means that it is easy to enter incorrect data or make mistakes. In a database, data validation rules can be set up to ensure that data is entered correctly, reducing the likelihood of errors.

Limited Security: Spreadsheets are not secure. They are easily shared and can be easily copied or edited by anyone who has access to them. This makes them vulnerable to data breaches and unauthorized access. Databases, on the other hand, can be secured with strong passwords and encryption to ensure that only authorized users have access to the data.

Limited Scalability: Spreadsheets are not designed to handle large amounts of data. As data volumes increase, spreadsheets become slower and less reliable. Databases, on the other hand, are designed to handle large volumes of data and can scale easily as data volumes increase.

Lack of Audit Trails: Spreadsheets do not provide a reliable audit trail. It is difficult to track changes made to a spreadsheet, which makes it difficult to identify who made changes and when they were made. In a database, audit trails can be set up to track all changes made to the data, making it easy to identify who made changes and when they were made.

In conclusion, spreadsheets are not databases, and we should stop using them as such. While spreadsheets are great for simple data structures, they fall short when it comes to handling more complex data structures, providing data validation, security, scalability, and audit trails.

Rather, use a CRM(Customer Relationship Management) system to store and manage customer information. In fact, a CRM system is a type of database that is specifically designed to manage customer interactions and relationships.

A CRM system can store a variety of customer data, such as contact information, purchase history, communication preferences, and customer service interactions. This data can be easily accessed and updated by sales, marketing, and customer service teams, allowing them to provide better customer experiences.

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Salesforce Customization for Your Unique Business Needs: A Partner’s Viewpoint

In today’s highly competitive business landscape, staying ahead of the curve requires the right tools and strategies. Salesforce is a tool that has revolutionized how businesses manage customer relationships. With its robust features and flexibility, Salesforce has become a go-to CRM solution for businesses across various industries. However, to truly harness the power of Salesforce, customisation is key.

The Need for Customization

While Salesforce offers a wealth of out-of-the-box functionalities, no two businesses are alike. Each organization has its own unique processes, workflows, and requirements. Off-the-shelf solutions may not fully align with these needs, leading to inefficiencies and missed opportunities. Customisation allows businesses to tailor Salesforce to their needs, creating a CRM system that seamlessly integrates with their existing processes and enhances overall efficiency.

The Importance of Customization

Streamlined Workflows: Businesses can automate and streamline their workflows by customizing Salesforce, reducing manual effort and increasing productivity. Customized dashboards and reports provide real-time insights, empowering teams to make data-driven decisions and drive business growth.

Enhanced User Experience: Customizing Salesforce improves user adoption and satisfaction. By aligning the CRM system with familiar processes and terminology, employees are more likely to embrace Salesforce and utilize its features to their full potential. This leads to increased efficiency and collaboration across teams.

Integration with Existing Systems: Many businesses have existing systems or tools that they rely on for various functions. Salesforce customisation enables seamless integration with these systems, ensuring a smooth data flow and eliminating the need for duplicate entries. This integration enhances data accuracy and improves overall business efficiency.

The Role of a Salesforce Partner

A salesforce partner plays a critical role in helping you navigate the customisation journey. Their expertise, experience, and deep understanding of the Salesforce platform enable them to tailor the CRM system to your specific business needs efficiently and effectively. Here are a few ways a partner can support you:

1. Requirements Gathering: A partner will work closely with your team to understand your unique business processes, pain points, and objectives. They will help you define clear requirements for customizing Salesforce, ensuring the final solution aligns with your strategic goals.

2. Solution Design and Development: A partner will design a solution that addresses your requirements by leveraging their technical expertise. They will configure Salesforce, develop custom functionalities, and integrate third-party applications when necessary, ensuring a seamless and cohesive system.

3. User Training and Adoption: A successful Salesforce implementation depends on user adoption. A partner can provide comprehensive training to your employees, ensuring they understand the customisations and know how to leverage the platform effectively. They can also provide ongoing support and guidance as your team familiarizes themselves with the customized Salesforce environment.

4. Continuous Optimisation: As your business evolves, your Salesforce customisations may need to be adjusted or expanded. A partner can help you assess your evolving needs and fine-tune the system accordingly. They can also keep you informed about the latest Salesforce updates and features, ensuring your customisations remain up to date.

Benefits of Salesforce Customization

Increased Efficiency: Customisation aligns Salesforce with your business processes, reducing manual effort and improving team productivity.

Improved Customer Experience: Customized workflows, leveraging Salesforce’s custom objects and fields, result in personalized interactions and tailored recommendations. Real-time insights from customized dashboards enable data-driven decisions and proactive strategies to meet customer expectations. Streamlined workflows align with customer-centric strategies, enhancing satisfaction, loyalty, and competitiveness. A personalized and seamless customer experience fosters long-term relationships and drives sustainable growth.

Scalability and Flexibility: Customisation ensures that Salesforce can evolve with your business. As your needs change, the CRM system can easily adapt and expand to accommodate new processes or functionalities.

Customizing Salesforce for your unique business needs is essential for maximizing its potential and driving success. If you’re ready to unlock the full power of Salesforce, consider partnering with Maxify Digital, a trusted Salesforce customisation expert who can guide you through the process and help you achieve your business goals. Leap and explore the limitless possibilities that Salesforce customisation offers for your business with us.

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Salesforce's Predictions & Trends for the Future of Technology in 2023

Change is the only constant in technology, as it is in life. In this article, you'll hear predictions from Salesforce leaders about how technology will shape the future, such as:

Businesses should keep technology predictions in mind in the future.

The future of sales, service, and marketing

What technologies will be disruptive in the future?

How will businesses lead with values in the future?

What exactly is Salesforce (and why are its executives making predictions about the future)?

Salesforce is the global leader in customer relationship management (CRM), assisting businesses in connecting with customers in new ways. Salesforce helps businesses of all sizes and industries digitally transform around their customers by leveraging the power of automation, artificial intelligence, and real-time data to make every customer experience more personal, valuable, and memorable.

Salesforce executives are at the forefront of the latest business trends, technologies, and challenges. They bring expertise and insight from market analysis, customer conversations, and other sources to help reveal what the future may bring.

Five Technology Predictions for Businesses in 2023

While a recession is not a foregone conclusion, 74% of CEOs believe the economy will deteriorate in the near term. Digital transformation is critical for businesses to navigate the growing economic turbulence they are facing today. Here are five IT investment predictions for 2023.

1. Organizations that continue to invest in digital transformation will outperform those that do not.

"In times of severe economic headwinds, the pressure to deliver cost savings through increased efficiency and productivity is insurmountable. However, evidence from McKinsey and Bain for the economic downturns of 2008-2009 and 2020 suggests that only seeking efficiency savings during difficult economic conditions is risky: roughly one in ten companies manages to outperform its peers both during downturns and in the subsequent recovery.

The big challenge for 2023 will be to avoid leaning too far toward cost savings and efficiencies and thus risk losing out on the next economic upswing. The calculation of how much of the digital transformation projects can be cut without increasing the risk will be similar. Uber, WhatsApp, AirBNB, Instagram, and Amazon's significant resurgence were all products of the Great Recession. You might experience disruption if you lose focus. — Ed Thompson, SVP, Global Influencer Strategy, Salesforce

2. Automation investment will skyrocket as businesses strive to do more with less.

"In 2023, we'll likely see a spike in automation spending. Everyone wants to automate their work, but we're in an economic climate where businesses must prioritise cost efficiency. Automation is about developing methods of working that save time while driving efficient growth and simply doing more with less." — Brent Hayward, MuleSoft CEO

3. Introducing business intimacy will add value to the organization and elevate the CIO's seat at the table.

"By bringing a new set of skills and operating processes to the executive table during a radically different business environment, CIOs can increase their relevance and capacity to deliver business value. This begins with a thorough understanding of the broader business needs — what the priorities, pain points, processes, investments, and, most importantly, technologies their colleagues are dealing with. This is known as business intimacy, and it is critical for better understanding the strategic priorities of business partners in sales, service, marketing, commerce, information technology, human resources, finance, and other departments." - Juan Perez, Salesforce CIO & EVP

4. To remain competitive, "digital Darwinism" will be required.

"Some companies will cut costs and batten down the hatches. Markets, on the other hand, will continue to evolve. Customers will keep shopping, making decisions, learning and practising new behaviours, and gaining new digital competencies. In this market, competition becomes a matter of 'digital Darwinism.' Businesses must adapt to the rate at which technology influences how society and technology evolve in order to survive and thrive. And to do so, businesses must be bolder and wiser than their competitors. Smart businesses will reallocate resources today to build the business of the future. Forward-thinking executives will issue RFPs seeking vendor collaboration and solutions that go beyond immediate technological requirements or basic automation. To compete, they will strive to create customer-centered solutions that eliminate friction and effort while imitating best-in-class experiences." — Brian Solis, Salesforce's VP of Global Innovation Evangelist

“To survive and thrive, businesses must adapt to the pace at which technology influences how society and technology evolves. And to do this, businesses need to be bolder and wiser than their peers. Smart companies will reallocate resources to build the business of the future, today.

BRIAN SOLIS, VP, GLOBAL INNOVATION EVANGELIST, SALESFORCE 

5. Composability will promote business agility and innovation -

"Resources are still scarce despite the rising demand on IT teams, so organizations will need to find ways to make the most of what they already have. In 2023, there will be a renewed emphasis on developing reusable business capabilities to drive efficiency, agility, and optionality at scale." — Matt McLarty, Global CTO, MuleSoft's

Five Sales and Service Predictions for the Future

According to a new Salesforce report, 82% of sales reps have had to quickly adapt to new ways of selling due to changing social and economic conditions. Here are five Salesforce executives' predictions for sales and service success in 2023.

1. Companies that invest in team selling will increase revenue while also empowering individual representatives.

“2023 will bring a period of ‘Great Retraining’ among sales professionals.  Sales teams are an organization's backbone, and the pressure is on to keep revenue flowing regardless of the macroeconomic climate."

“The most successful organizations will be the ones that invest in their sales teams, especially when times are uncertain and budgets are tight.

KETAN KARKHANIS, EVP & GM, SALES CLOUD, SALESFORCE

"To accomplish this, we can expect leaders to rely on sales enablement programmers to ensure they are caring for the reps who are on the frontlines of a difficult selling environment, while also empowering them with AI and automation to drive productivity and efficiency throughout their day-to-day." — Ketan Karkhanis, EVP & GM, Sales Cloud, Salesforce

2. Companies that priorities sales enablement will generate more revenue.

"The big move for 2023 will be linking sales training with business outcomes, like an increase in pipeline generation or higher revenue.". Historically, there was no easy way to determine whether time spent on learning and training influenced business outcomes. That's why [Salesforce] developed the world's first accountability performance matrix, allowing us to establish a direct link between sales training and our KPIs. We must hold ourselves accountable as Enablers [of sales] for moving the needle on pipeline generation, revenue, and participation. The better the sales team is prepared, the better they can serve as trusted advisors to customers." – Jody Kohner, EVP, Global Sales Enablement, Salesforce

3. Automation will transform the customer experience and boost revenue.

"Starting in 2023, service organizations will start to view service automation capabilities as a "must have" rather than a "nice to have. Automation was once thought of as a supplement to service solutions. With rising customer expectations, shrinking team sizes, and uncertain economic conditions, automation is at the top of every service leader's priority list for improving the customer experience while lowering the cost to serve."– Clara Shih, CEO of Service Cloud, Salesforce

4. Outstanding customer service will be intuitive, effective, and consistent.

"True success does not come from the initial marketing and sales effort, but rather, growing the relationship with a customer for the long term. We say that customer expectations have never been higher, but in my opinion, they haven't — customers have always wanted to be known and treated fairly and consistently. What's new is the difficulty of consistently engaging customers now that communication can take place through any of a dozen channels. The message to customer experience leaders is to learn to actively listen to customers and design processes that naturally draw customers to a specific channel — one that feels it is their choice. Get this correct and you earn the right to customers for life.” — Michael Maoz, SVP, Innovation Strategy, Salesforce

5. This year, the CDP industry will be one of the fastest growing enterprise markets.

"More than half of customers expect personalization in every interaction, and businesses can deliver it at scale by utilizing a customer data platform" (CDP). Salesforce Genie Customer Data Cloud is a game changer in this regard. As we approach 2023, I believe this technology will become increasingly important. Genie broadens the definition of CDP to power real-time experiences across all Customer 360 channels. This is what our customers want now, because their customers expect ‘magical,' automated, intelligent, and personalized experiences." — David Schmaier, President and Chief Product Officer, Salesforce

“I predict this technology will grow exponentially in importance as we head into 2023. Genie broadens the definition of CDP to power real-time experiences for all channels across the Customer 360.

DAVID SCHMAIER, PRESIDENT AND CHIEF PRODUCT OFFICER, SALESFORCE

Four Disruptive Technology Predictions That Will Shape the Future

Statista named AI/Machine Learning the most impactful disruptive technology in 2021. Salesforce executives discuss five disruptive trends and technologies that will shape the future in 2023.

1.    Generative AI will enable mass experience customization.

Machine learning algorithms are used in "generative AI," which enables computers to use existing content (such as text, audio and video files, images, and code) to create new, potentially creative content. In 2023, generative AI will rapidly become an important tool for businesses and ad agencies looking to implement mass customization of experiences —Individuals with the highest customer lifetime value are increasingly seeing machine-generated images and copy that are personalized to their specific profile." — Mick Costigan, VP of Salesforce Futures, Salesforce

2.    Employees will have the opportunity to experience workplace culture — in the cloud. 

"Executives will finally realize that building connection and company culture doesn't just happen 'in real life,' but thrives online — on platforms like Slack. Data show that investing in collaboration tools and techniques pays off, with digital leaders outperforming digital laggards across the board. According to the Future Forum's Pulse survey, leaders have 59% higher productivity than laggards. Many executives are surprised to learn that leaders have a 2.2x higher sense of belonging to their team than laggards." – Brian Elliott, SVP, Future Forum, Slack

“The data shows investing in collaboration tools and techniques pays off, with digital leaders outpacing digital laggards on every dimension.

BRIAN ELLIOTT, SVP, FUTURE FORUM, SLACK

3.    Everyone will have greater access to and understanding of data.

"More people will understand data as data literacy for the typical employee improves. Data will become more natural and approachable, transforming it from something for the few to something for the many. — all infused in the flow of work.” — Francois Ajenstat, Chief Product Officer, Tableau

4.    We will not be working in virtual reality offices.

"While manufacturers of 'professional' versions of VR headsets appear to believe that we will be interacting with each other's avatars in virtual reality offices in the future — I think not. The technology is still too crude, the avatars are uninteresting, and people wearing VR headsets appear ridiculous. With the exception of gaming, nearly all of the billions currently being invested in VR are likely to be a total loss." — Peter Schwartz, SVP Chief Futures Officer, Salesforce

Three Forecasts for How Businesses Will Prioritize Values in the Future

Eighty-eight percent of customers expect companies to clearly state their values, but only half do. Here are three predictions for how businesses will live up to their values in the future and beyond.

1.    Businesses will prioritize climate commitments — despite economic uncertainty

"Climate change will not wait - even in times of economic uncertainty. Corporate leaders must continue to make progress toward their sustainability commitments in 2023 and beyond to ensure the long-term success of both their organizations and the planet. Salesforce technology can help customers improve their business's efficiency and profitability while also advancing their environmental, social, and governance (ESG) goals for success right now." — Suzanne DiBianca, EVP and Chief Impact Officer, Salesforce

“Climate change won’t wait – even in times of economic uncertainty. In 2023 and beyond, corporate leaders must continue making progress towards their sustainability commitments, ensuring the long-term success of both their organizations and the planet.

SUZANNE DIBIANCA, EVP AND CHIEF IMPACT OFFICER, SALESFORCE

2.    Businesses will approach consumer data with trust at the forefront of their minds.

Consumer data may be the next virtual currency, but it's also the next regulated currency because by 2026, privacy laws are expected to apply to 75% of the world's population. Major global data privacy regulations are expected to be implemented over the next three years, and failure to navigate them will have major effects for growth and reputation." — Wendy Batchelder, SVP & Chief Data Officer of Trust, Salesforce

3.    Regulation will assist businesses in better understanding and implementing tech ethics.

"Discussions in the United States regarding a national privacy bill, as well as the development of AI regulation in Europe, are encouraging. While there are still crucial parts to iron out, establishing a set of guidelines that everyone can adhere to will make acting responsibly in technology much easier. We want to enable the future of AI and innovation while also protecting those who will be affected by it - and regulation can help us do that." — Paula Goldman, Chief Ethical and Humane Use Officer, Salesforce

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CRM's Future: Key Trends to Watch in 2023

Several new trends are likely to emerge in the coming years. Here are the ones we're most excited to see:

1. Coordinating operations, marketing, and sales around shared objectives –

A collaborative effort with these core teams will help teams meet KPIs and short- and long-term goals.

Collaborating together ensures that each area of the business contributes to the overall goal and supports one another and, most importantly, the customer. When this occurs, the CRM platform can display how departments assist customers at each stage of the sales funnel.

2. New sales and marketing terminology –

Both teams must collaborate to establish key rules such as the ideal customer profile and what constitutes a quality lead.

Marketing must now quickly and easily hand over pre-qualified leads to sales. Furthermore, sales must be notified so that they can follow-up within SLAs. CRM platforms hugely help here due to automation and ease of filtering for target information.

3. Customer comes first, not the company.

The latest CRM systems are designed to be "customer first, not company first." This entails emphasizing customer retention and providing highly personalized experiences. While these trends have been seen in previous years, we believe they will continue to be important in the coming years.

Customer retention: With all that data available today, there's no reason not to have a complete 360-degree view of your customers. Today's CRM systems should put customer information at the fingertips of teams. This results in a much more thoughtful journey. For example, when speaking with customer service, the customer feels valued, there is no need to repeat what happened, and the representative can empathize and assist in resolving any issues.

Personalized experiences: As previously stated, a company's experience is just as important as its products or services. While CRM platforms have proven to be critical for sales and customer success teams, marketers are lagging behind. This is evolving. With the ability to track interactions and how CTAs convert, data can be used to improve campaigns in general. In the future, any company that uses a CRM should use the behavioral data it collects to inform more personalized interactions.

4. Easy-to-use and mobile-ready CRMs –

CRMs have long struggled to gain the trust of salespeople. CRM systems have traditionally been extremely complex and difficult to set up. As a result, only 43% of salespeople use intelligence tools. Fortunately, some CRM systems now priorities software that is simple to set up and use.

Mobile compatibility is evolving from a "nice to have" to a "must have," allowing teams to update and access the system while on the go.

5. AI capabilities –

AI (artificial intelligence) is becoming increasingly valuable in sales and marketing.

The good news is that Artificial Intelligence is beginning to be integrated into CRM systems. This new feature promises to complement, rather than replace, the human component of sales. AI will be used to supplement sales professionals' skills and efforts in the future.

AI can automate data entry, centralize disparate databases, and capture the entire customer lifecycle. Similarly, AI can detect data irregularities, anomalies, duplicates, and other errors that compromise CRM data.

Finally, AI could be used to support predictive lead scoring, ensuring that contacts are ready to buy when they are routed to sales for follow-up.

CRM platforms allow for more personalized communications, even at the individual level.

CRMs will become increasingly important in sales organisations over the next few years. That is why it is critical to select a CRM that empowers sales representatives, provides a complete picture of the customer journey, and can adapt to changing needs.

5 best practices for future-proofing CRM

This year and beyond will almost certainly see a transformation that expands the capabilities and effectiveness of traditional CRM systems.

Let's look at CRM best practices that support these objectives.

1. Make client communication and management more centralized

You can communicate with your contacts more effectively by centralizing client communications. Look for solutions that will let you integrate your email. This allows you to automatically log sent emails, keep track of interactions, and save time by using personalized email templates.

2. Automate sales processes

The sales team devotes a significant amount of time to administration. However, much of this activity can now be automated. Businesses can also easily see the visibility of sales pipelines and daily activity with the right CRM platform, allowing for more timely follow-up and preventing opportunities from slipping through the cracks.

3. Examine the entire picture

CRM platforms will become even more convenient and powerful with useful integrations. You could, for example, connect email marketing platforms to pull engagement data through to individual contacts. When compared to manually updating it, this saves a significant amount of time. The more integrations that are plugged in, the more insight there is — especially since some teams will not have access to individual applications.

4. Use AI to improve customer intelligence

CRM platforms that incorporate AI technologies can improve customer intelligence. It can be used to assess customer needs, predict pain points, and analyze customer data down to location and interests, among other things.

5. Invest in appropriate technology

In a business environment where disruptive technologies help businesses get ahead, having the right technology becomes a priority. There are numerous CRM platforms available. To be worthwhile, the solution you select must improve efficiencies and service delivery.

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Hire Certified Salesforce Experts to Get What Your Business Requires

CRM stands for customer relationship management, and it is software that allows businesses to centralize and streamline all of their customer information and details. Businesses can use it to eliminate clumsy processes and manual efforts in order to achieve their goals more easily. Furthermore, it generates more leads and assists in closing more deals to help the business grow. Customer management becomes extremely simple because all information about them is stored in a single location for easy access and retrieval. With such a centralized data storage arrangement, it is easier for businesses to make quick decisions.

Similarly, businesses that use Salesforce CRM see increased sales revenue, better marketing ROI, and higher customer satisfaction. All of this is possible because the CRM is designed to actively track and manage customer information. Similarly, the software allows businesses to connect their entire team from any device. Not to mention the freedom to run the business from anywhere or from any part of the world. Repetitive tasks are simplified, and businesses can continue to focus on their core competencies, such as leads. Furthermore, insights and recommendations are made available to the business in real time.

Furthermore, a feature-rich cloud-based CRM tool can be extended and customised to meet the growth and expansion of businesses across industry verticals. It allows you to connect with customers in new ways and build meaningful relationships with them. This is how customers' needs are better understood and met successfully. New opportunities are discovered, and problems are resolved more quickly. Furthermore, businesses can gain a unified view of each and every customer interaction, ushering in a new era of selling, marketing, and service. All of this leads to increased customer satisfaction and loyalty.

Furthermore, a feature-rich cloud-based CRM tool can be extended and customised to meet the growth and expansion of businesses across industry verticals. It allows you to connect with customers in new ways and build meaningful relationships with them. This is how customers' needs are better understood and met successfully. New opportunities are discovered, and problems are resolved more quickly. Furthermore, businesses can gain a unified view of each and every customer interaction, ushering in a new era of selling, marketing, and service. All of this leads to increased customer satisfaction and loyalty.

Overall, your company should hire a top offshore salesforce development team to leverage the CRM in the most cost-effective way possible. This is how you can incorporate the benefits of a market-leading CRM into your company's processes, systems, and apps. Salesforce benefits are available to everyone, no matter how large or small your company is. Overall, you should exercise caution when hiring a development team because great results frequently necessitate the presence of experts at the helm.

Looking for Salesforce Dream Team? Finding an experienced salesforce expert is hard, time-consuming & expensive. Introducing 'MaxEngage', Our AI Platform will match you with a Designated Salesforce Expert in just a click away for your Unlimited bespoke requests.

To schedule a free demo, Visit - https://bit.ly/3LfKhJk

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Tips to Consider When Hiring a Salesforce Development Company

It is not easy to manage the records and databases of your company's employees and customers. Even working professionals must exercise extreme caution and consideration. You can consider getting interactive CRM solutions to keep records easily and effectively. This will make it easier and more convenient for you to manage the database and keep track of needed assets. You will be unable to run your business smoothly unless you manage the records of your company's employees and customers.

And, in order to get the best and most effective solution, you must contact a reputable Salesforce Development & Consulting Company. When considering approaching a reputable company for the same solution, keep the following points in mind: -

Company's Market Value: - Before approaching a reputable company, you must first determine the company's market value. This will help you understand the market value of a company as well as the delivery of exceptional services to clients. This way, you will be able to hire experts to benefit from needed services.

Expertise: Ensure the expertise of the experts you intend to hire for development work. Ascertain that professionals have effective skills in developing necessary software for your business entity. If experts have the necessary skills, they will undoubtedly be able to create an appealing solution for your business entity to easily maintain records.

Timely Project Delivery: - This is the most important factor to consider when hiring professionals from a reputable firm. Make certain that the company you are considering is well-known for completing projects within the specified timeframes. This will enable you to easily develop applications for performing the required work in a more efficient manner.

The Company's Portfolio: - Checking the company's portfolio will inform you about the most recent projects completed by the company's professionals. This will assist you in determining the credibility and efficiency of the company's experts. This will undoubtedly help you find a reliable company and hire professionals for necessary development solutions.

Client Comments and Reviews: - You can check for client reviews to ensure that the company has a good reputation. This will make it easier for you to learn about the company and the number of satisfied customers. In this manner, you will be able to hire industry professionals by approaching a reputable company.

Last but not least, you should conduct some basic online research. A thorough search will yield a list of available companies that can provide Salesforce Development services to you. Simply approach a reputable company and hire professionals to complete the development quickly. Furthermore, the company's experts will complete the projects within the time frame specified to ensure the success of your business.

Looking for Salesforce Dream Team? Finding an experienced Salesforce Expert is hard, time-consuming & expensive. Introducing 'MaxEngage', Our AI Platform will match you with a Designated Salesforce Expert in just a click away for your Unlimited bespoke requests.

To schedule a free demo, Visit - https://bit.ly/3LfKhJk

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Importance of Salesforce Development in Business

Salesforce is the most popular CRM software as a service (SaaS) for subscribers who take customer relationship management seriously. Subscribers can quickly access customer information thanks to Salesforce's unique and user-friendly features. Analyzing valuable data on customer transactions, preferences, concerns, or needs can benefit all processes in your business ecosystem, from research and development to product development and sales and marketing.

Organizational Benefits of Salesforce Development

Salesforce serves as the sales and marketing teams' automation hub. It enables these teams to create the right product or provide the right solution for their customers in the following ways:

Customizable options for creating to-do lists, updating tasks, setting up reminders, and planning tasks.

Produces spreadsheets, matrices, summaries, and combined reports.

Provides a consistent approach at the team and organizational levels for quick and easy planning and organization.

Allows users to automate time-consuming tasks, increasing productivity and performance.

Assists teams in concentrating on core work objectives such as improving customer relations and business processes.

Why should you use Salesforce?

Make applications that are user-friendly: You can use Salesforce development services to create efficient custom applications that support your business processes such as product development, collaboration, process automation, data analytics, customer support, and even regulatory compliance.

Make more accurate predictions and make better decisions: With data at your fingertips, you can save a significant amount of money and resources by improving your processes and identifying flaws. Salesforce provides you with quick access to such comprehensive and real-time data generated by various teams, as well as an in-depth understanding of your market position. Access to this type of data can assist you in keeping track of your business and making informed decisions now and in the future.

Improve your understanding of your competitors: Salesforce analytics helps you understand how to outsmart your competitors by bringing services and solutions to your customers first. With readily available data on customer queries, demands, or suggestions, you can create products or solutions that meet their needs, allowing you to lead the change and be your customers' first choice.

Spend less money, time, and effort: Off-the-shelf applications may be a quick fix, but they are less affordable and less efficient when it comes to addressing your business's process-specific nuances. Salesforce's low-code and no-code options enable you to quickly and affordably create custom solutions using tools, templates, reports, and embedded analytics capabilities.

Salesforce was designed to streamline the work of the sales department, but it now offers solutions for a variety of other processes. Having said that, Sales Cloud and Marketing Cloud are two of the primary offerings, and they include brilliant dashboards, calendars, reports, and other brilliant features that empower sales and marketing teams and help improve conversion rates.

Improved Customer Relations: A CRM assists a company in managing customer queries, feedback, transactions, requests, deliveries, and other activities. Salesforce's CRM elevates your customer service team's efforts. Advanced features allow the team to respond to customer queries quickly, which helps to maintain a positive customer relationship in the long run.

Diversified App Development: Salesforce developers can design and develop a wide range of web and mobile applications that can perform a variety of different business functions. Hiring the services of a Salesforce development company will allow you to gain useful insights from developers who can help you understand how to transform your processes to meet global standards.

Mobile Business Processes: You can now conduct important business operations using your hand-held, internet-enabled mobile device. A mobile App not only liberates you from your office, but also allows you to work from any location and at any time. Teams, such as the sales team, must be mobile and make quick business decisions. The sales team can close deals more effectively with real-time information on sales trends, leads, and so on available on the mobile application.

Better Integrations: Every day, new technologies and services that help businesses run more efficiently emerge. The smooth integration of these new technologies into existing platforms can be difficult. Salesforce development service providers make it easier for you by offering Salesforce Application Programming Interfaces (APIs).          

Salesforce development services can assist you in gaining a clear picture of your business ecosystem and using that information to analyze current performance, make improvements, and make sound predictions.

We at Maxify Digital understand the value of Salesforce development for your company. Salesforce consulting, customization, implementation, and integration are all services we provide.

To learn more about the benefits of Salesforce and how our services can assist you, schedule a meeting with us.

Visit - https://bit.ly/3LfKhJk

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Finding the Best Salesforce Consulting Company

As we all know, consulting firms have become the most dependable way for everyone to get their jobs done quickly. Just a small sum of money and someone will appear to take responsibility for your work, whether it is business, travel, or general things. They have instilled in everyone an insatiable desire to seek, receive, or find the right person who can point you in the right direction. Salesforce consulting is more appropriate to pay for in business because it provides dependable solutions to expand your business opportunities.

To meet thriving sales goals and improve your Salesforce skills to gain access to marketing insights, you must discuss your business conditions with an experienced Salesforce consultant. References can be valuable and considered an essential tool for calculating the aptitude of a reliable Salesforce consulting partners, but in order to complete the tasks required to elevate your business, you must look at these positive references. Top ten key qualities for a thorough screening of salesforce consulting partners. Despite this, you may become confused with dispersed Salesforce agencies when selecting the right one based on matchable qualities of your requirements and organizational needs.

Team skills: In general, how could an additional team of sales professionals who lack the necessary experience and knowledge be useful in building a Salesforce for your needs? Analyze the previous projects and their success rate, as well as the testimonies of previous clients, that were carried out by the consultant firm you intend to hire in order to validate their management skills, where a number of affairs need to be manipulated precisely, such as the people in charge of your Salesforce department and the people who will be representing your partner's business.

Verify the previously submitted projects that are similar to the nature of your project, the total number of assignments, their delivery rates, and the number of clients they have dealt with, flawless communication skills, SFDC certification, and at least 10 years of experience.

Must ensure that the consulting firm provides a sufficient number of client references.

Examine the quality client references that can be considered good references, as well as the fake references.

You can also learn about a consulting firm's current position by reading satisfied customers' feedback on Salesforce.com App Exchange.

Determine the correct proportion of revenue collected from Salesforce projects from the seller.

Inquire about the number of Salesforce projects installed by the prospective Salesforce consulting company.

Check the status of deployed projects and make it your top priority when making hiring decisions, and compare it to your future requirements because a quality Salesforce operation does not fall short unexpectedly.

Ensure the firm's knowledgeable strength through their research skills; let's be quiet and follow their context of searching the issue to recognize their predictable power and instinct about your problem.

Be on the lookout for any misfits or involvement of any third party that was subcontracted by consultants and hidden from you.

Looking for Salesforce Dream Team? Finding an experienced Salesforce Expert is hard, time-consuming & expensive. Introducing 'MaxEngage', Our AI Platform will match you with a Designated Salesforce Expert in just a click away for your Unlimited bespoke requests.

To schedule a free demo, Visit - https://bit.ly/3LfKhJk

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What makes a successful startup? Here is the answer!

No Company or firm is born big. It takes immense efforts, overcoming challenges & thoughts put in together to make a Million Dollar Startup. Each & Every step & action counts in forming a successful venture. But the question arises, what's the Key Element in a successful startup?

Is it Out of Box Ideas that could turn into a dream project & Intern Million dollar Product Company?

Is it effective selling & getting repetitive Business from your customers?

Is it outclass delivery from your Service delivery team?

OR

Is it ongoing Customer Support servicing that helps you retain your customers?

One Key thing to Note & Learn here is 'People'. YES... And We would say a BIG YES.

It's people who drive, dream & sleep a Startup and take it to next level being a Billion Dollar company like Facebook, Spotify, etc. to name a few, no matter what role they play in your Company.

Put People First in all the above questions and it would make all sense to you. Isn't It?

Deepankur Chawla, CEO, and Founder, of Maxify Digital, shares his story as an IT Professional performing various Roles in Small, Medium & Large Customer Bases, Experimenting with Skills working with Small Startups to Largest IT Service Vendors & Later Founding his own company. He has driven business in globally diverse markets in North America, LATAM, and Europe in SAAS and AI platforms. He has experienced the dynamics of People Management & what it takes to hire rockstars who will be your drivers & accelerate the company's vision.

Here are a few tips we must keep in mind & mistakes to avoid while hiring your next Rockstars:

1. Be crystal clear with your thoughts & expectations of Hiring a Rockstar: This is a crucial stage when you look out for hiring talent outside of your company. We often make mistakes in a rush or are overwhelmed by posting inefficient job bills on portals when looking for talent. It becomes critical for you as a Talent Acquisition Head to be clear with your thoughts yourselves as to what kind of position, skill set, experience, industry and expectations & values the new talent would bring to the table.

2. Be ready to Invest: This says it a lot already. When we say INVEST, it doesn't have to be Money NECESSARILY. Money is a small bit & we would say 30-70 ratio in the entire Talent Acquisition process. This would demand a lot of time investment, patience & thoughts & close governance put together. In a fast-paced growing startup environment, we often overlook these just to bring people on board.

3. Don't Narrow or Limit your Hunt for new talent: Be optimistic and widen your search by marketing your Job posts through various sources such as Online Job Portals, Social Networking sites, Referrals etc. We find referrals working the best in this scenario as you get to know more about the new recruit already from your ex-colleagues, friends etc, and can start putting up the right picture & expectations of bringing him on board once you are convinced with his/her portfolio.

4. Hire a mix of talent: Every talent counts & can add value to your company in one or the other way: This is also an important aspect to consider when you are hiring. There are different dynamics involved such as:

Do consider what kind of job roles he/she has played in his previous assignments and how much is he still into it. Different job role exposure would definitely add value to your Organization

Do a deep dive activity in analyzing CV/Portfolio and curiosity to know the strength & weaknesses of potential talent.

Do consider what other initiatives he/she has taken in previous assignments which are out of the box and self-driven. You would be amazed to hear their EXTRAS.

Be open to asking questions on a certain idea and know their viewpoint and maturity of executing it.

Do consider what kind of customer base & size of the organization they come from: It's a never-ending thought process but one of the most crucial aspects to deep dive and know it.

Talent from Small to Medium Size Organization:

You would find most Resources playing diverse roles in their company. As the assignments are short-term, each resource gets involved in each phase of delivery

You would find most of the Resources being self-driven. In a fast-paced & intense delivery environment, Resources would be researching & learning oriented to find a solution themselves & be neck to neck in competition

You would find Resourcing average compensation compared to Market standards.

You would find Resourcing limited to experience in Big Scale projects and missing its objective from Big Picture.

It's rare to find Talent here with additional education such as certifications, training etc. It's often considered a Disadvantage but has different opinions from Industry and Organization perspectives.

Talent from Large Size Organizations:

You would find most of the Resources playing a dedicated role for long durations. Switching and experimenting with their Resourcing in diverse Roles in the not very common forte of Large Sized Companies.

You would find most Resources Compensation almost competitive to the market standards.

You would find most of the Resources being certified in their Domains & Technical Skill sets which add value to their CV and also becomes a selling point for Large Companies to their Top Tier 100 Customers

You would find Most of the Resources undergoing training and being Groomed to take up & Execute large projects on-site (Customer Locations). Communication skills, Programming skills, Delivery Management & Other Soft skills to name a few are quite common in employees' daily routines.

You would find few Resources being on Bench waiting to be interviewed for their next project and sometimes executing small in-house projects to be in the game. This varies from Organization to Organization

You would find Resources having strong Educational backgrounds with Masters Degree in Technology, Management and quite a few of them from Tier1 institutions. Again this varies from Organization based on the Entry Criteria benchmark for new recruits.

You would find Resources looking at the Big & Small picture of the project/product helping Large Companies build Portfolios to penetrate in other Niche markets & Accounts.

5. Set the Right Expectations First Time & On: It's very important as Founder or Talent Acquisition Head to talk about the Roles & Responsibilities of the position, setting up the right expectations of what is to be delivered out of his task basket and being transparent in all your visions. This is a very common mistake which we overlook especially hiring from a Big Company assuming the new talent will handle all and results would be generated in days.

It takes roughly 6-9 Months for a new recruit to settle down to a new environment and produce profitable Output. So here, Time Investment & Patience is highly recommended.

6. Believe in your Talent: Again, a crucial aspect for a startup is to believe in a new recruit. Believe in people working with you and for you at the same time. You have NO other way out to success. The only Mantra here is to identify and fill in the blanks rather the erasing the sentence. Motivation & Right Attitude toward your people is all it takes to make a great team.

7. Communicate & Share More: Very important thing to learn as a Founder. Communicate & share your thoughts, your ideas with people working with you. Ask, Followup, and Learn from them how better you can execute things as a team. Inspire them to be invested in your venture and Long Term vision.

A Great Team is waiting for you to build the next Big Thing. Go & Get your next Rockstar.