CRM and the Entrepreneur: Leveraging Technology to Boost Sales, Retain Customers, and Achieve Business Growth

By | CRM Consulting, Salesforce CRM

While running your own business comes with its own unique set of challenges, managing and maintaining customer relationships is still a must—and this rings true whether you’re a one-person start-up or owner and CEO of a large enterprise. Yet, knowing where to start might prove difficult—there are so many interactions that occur during the day, across a growing number of devices, and organizing them in a way that makes sense—and results in actionable insights—for your business can prove tricky and time-consuming at best.

Thankfully, you don’t have to start from scratch. Customer Relationship Management (CRM) software helps you keep track of new and existing contacts, organizing them all into one centralized location, ultimately taking the guesswork out of lead conversions, project status, sales assignments, and more. However, when successfully deployed, it gives entrepreneurs more than just their sanity back. It also proves an invaluable resource in optimizing team efficiency, boosting sales performance, and streamlining communication efforts business-wide—allowing owners to focus more time and effort into growing the business. Unless you’re in the technology industry, you may not be familiar with all the benefits CRM has to offer. To this end, the Salesforce e-book “The Entrepreneur’s Guide to Finding the Right CRM” may be an excellent resource. In keeping with the e-book, here are some guidelines Salesforce offers for getting your feet wet with CRM: Read More

The New Network: Leveraging CRM to Drive Stronger Customer Connections & Boost Brand Identity

By | CRM Consulting, Salesforce CRM

CRM New Network HeaderInnovation abounds in today’s technology industry. New releases, product updates, and software versions are making our smart devices smarter, sleeker, and easier to use than ever before. Yet, in our business environments, such ingenuity is useful only to the extent that it strengthens and deepens our customer relationships and brand identity. To this end, the most valuable tools are those that allow employees visibility into key audience metrics, such as purchase history and shopping trends, so they can gather the data they need to ensure they’re not only responding to clients in the short-term, but are fully prepared to stay one step ahead of them throughout the customer journey, always attuned to what’s next on their radar.

Leveraging CRM to create accessible and actionable data is a substantial step in the right direction. By providing one centralized portal for all employees, from marketing to service, to save, store, and share key customer insights and project updates, CRM creates more powerful and personal connections and more tailored campaigns that lead to stronger brand identity and loyalty. In fact, Bluewolf discovered that 53% of Salesforce users who responded to the State of Salesforce report are currently investing in customer engagement programs. Read More

New Salesforce ‘Files Connect’ Tool Brings SharePoint Files to the Cloud, Streamlining Data Sharing in Your CRM Environment

By | Microsoft SharePoint, Salesforce CRM, Salesforce CRM Integration, Salesforce Mobile

From sales reports to presentation slide decks, your teams receive, process, organize, and store a plethora of information and documents throughout the day. Before long, their desktops, both physical and virtual, become cluttered. While always cumbersome, this issue becomes critical when employees need to share key data within their CRM system, often in time-sensitive circumstances.

Salesforce Files Connect Solves Logistic Issues with Attaching Files

While you may already be familiar with Salesforce Files, the tool that allows you to manually insert files into the CRM by copying and pasting, the new Files Connect tool makes it easier than ever to add and index files to your system—in an automated, user-friendly format that alleviates the headaches and time requirements associated with manual attachments. Read More

2014 Highlights from Salesforce: Customer-Focused Innovation and Development in CRM and Cloud Computing

By | Salesforce CRM, Salesforce CRM Integration, Salesforce Mobile, Salesforce1 Platform

2014 Salesforce Highlights Focus on Customer Data

The closing of one year and the promise of a new one right around the corner makes the last week of December a prime time for reflection. Taking stock of the innovations and technologies that defined this year creates a fertile ground for discussing and brainstorming what’s next—whether that means fine-tuning existing applications, creating entirely new designs, or a little of both.

On October 13-16, Salesforce held its 12th annual Dreamforce event, a massive live and online conference that celebrated recent innovations in CRM and cloud computing technology, with a pointed look toward the future and new areas of focus that will help define 2015. A virtual “Best of Salesforce,” the event served as a prime backdrop for two major new product announcements: Salesforce Lightning and Salesforce Wave, the Salesforce Analytics Cloud, the next generation of solutions for the Salesforce1 Platform, designed to make it easier than ever to capture, track, and review customer data and monitor team performance. Read More

Tokara’s Remote Application Management Solutions for Salesforce Boost Organizational Monitoring Efforts and Simplify System Administration

By | Salesforce CRM, Salesforce CRM Integration, Salesforce1 Platform

Tokara's RAM Solutions Facilitate Administration and Support Functions

In last week’s post, we discussed Tokara’s Remote Application Management Solutions for Salesforce and how these services can help maximize CRM and marketing automation investments for both small and large-scale enterprises, specifically in organizational maintenance and integration management efforts. Today, we’re talking about two more ways this offering can be applied within your organization—in monitoring and administration capacities—and the operational benefits derived from both. Read More

Tokara’s Remote Application Management Solutions for Salesforce Facilitate Organizational Maintenance and Software Integration

By | Salesforce CRM, Salesforce CRM Integration, Salesforce1 Platform

Chances are, you’re busy. Between balancing organizational demands and customer expectations, finding time to simply perform the work your role requires is a feat in itself. The software systems you rely on to keep your well-oiled operational machine going are certainly critical, but at the end of the day, their ongoing management can easily stretch your IT resources thin and take time and focus away from core business activities.

That’s where Tokara Solutions comes in—our new Remote Application Management Solutions for Salesforce let you outsource your CRM, marketing automation, and database administration efforts in their entirety, boosting ROI and maximizing software investments while decreasing the costs, headaches, and risks associated with traditional application management. With comprehensive software knowledge and vast industry experience, our team of experts knows all aspects of the business, so your operations can run easier and faster, without the added stress of balancing and maintaining the applications internally. Today’s post focuses on two key aspects of our services – organizational maintenance and integration management – both which serve to boost software effectiveness and take the onus off IT to keep the systems up and running. Read More

Data that Delivers: Creating a Clean Data Strategy Centered on Robust Predictive Analysis and CRM Engagement

By | Pivotal CRM, Salesforce CRM, Salesforce CRM Integration, Salesforce1 Platform

In last week’s post, we discussed the importance of leveraging business intelligence/analytics (BI/BA) tools to extract quality client data that can be used to drive stronger customer engagement and boost brand loyalty and identity. As organizations seek to increase their analytical investments in the upcoming year, many may be wondering how to integrate such processes into their existing CRM systems. The good news is the tools you already have in place to store and manage customer data can easily be customized to align with BI/BA insights. To maximize your investments in both CRM and BI/BA resources, the key is to maintain a centralized, focused data strategy centered on clean, actionable data—information that can be directly applied to your business goals and is free of conflicting, misinterpreted or unusable statistics.

Clean Data Strategies Center on Predicative Analysis Read More

Data Drives the Enterprise: Investments in Analytics Lead to Richer Digital Experiences

By | Pivotal CRM, Salesforce CRM, Salesforce CRM Integration, Salesforce1 Platform

The rise of the digital age means it’s easier than ever now for organizations to find, engage, and stay connected with prospects and customers. Across a myriad of channels and on a vast variety of devices, companies are now allowed an inside look into the shopping preferences, online activities, buying patterns, and social interactions of their client base. Today’s post focuses on the importance of using Business Intelligence/Business Analytics (BI/BIA) tools to capture and analyze quality data from such interactions, leading to actionable insights and useful process changes that drive business outcomes aligned with organizational goals.

Analytical Tools Drive CRM Investments Read More

Tokara Provides Innovative Salesforce Integration for Leading Fine Arts Retailer

By | Salesforce CRM, Salesforce CRM Integration, Salesforce1 Platform

A steadfast commitment to client success, partnered with an unparalleled level of industry expertise, makes Tokara Solutions a trusted, leading partner for Salesforce CRM integration. With engineers boasting a background of 10-15 years experience, customers turn to Tokara’s seasoned and skilled experts to develop custom solutions that demonstrate the immense value, cost savings and operational efficiencies that can result when a true partnership model is implemented. The team recently had the opportunity to develop a personalized Salesforce integration for M.S. Rau Antiques, a fine arts, jewelry and antiques gallery and consultancy known not only in Louisiana’s French Quarter, where it has been a prominent fixture for more than 100 years, but worldwide, sought globally for its remarkable collections and incomparably knowledgeable sales staff.

Client Testimonial for Salesforce Integration Read More

Mobile Strategy Meets End User Expectation with Salesforce Mobile’s Innovative Development Tools

By | Salesforce CRM, Salesforce CRM Integration, Salesforce Mobile, Salesforce1 Platform

Salesforce Mobile Strategy Checklist

In last week’s post, we discussed the surge in support for mobile innovation, and how digital technology can be used to strengthen and optimize CRM efforts, specifically within the Salesforce suite of applications. Yet, navigating the vast array of opportunity that defines this new landscape can often be the chief factor of concern for companies seeking to integrate mobile outreach into their existing marketing and contact management processes.

In fact, in an industry leading survey, Salesforce customers ranked mobile strategy as the top mobile challenge their organizations face. However, creating a mobile experience that meets user need and expectation while also facilitating business goals and positive outcomes doesn’t have to be daunting. It starts as all new initiatives do—with collaboration, organization and open communication around business aims and expectations. Read More