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Posts by Swanand Patil:

Salesforce HubSpot Integration and challenges

Salesforce HubSpot Integration and challenges

HubSpot and Salesforce are both leaders in the marketing and sales industries — and their platforms can be integrated with each other for even more power. But though HubSpot and Salesforce have built-in syncing and integration, companies can also run into some challenges. Let’s take a look at what it takes to integrate the two platforms.

Why is sales automation important for your business?

Why is sales automation important for your business?

Automation allows salespeople to focus on what they’re better at — sales. As artificial intelligence becomes more advanced, sales automation can become more advanced, too. So let’s take a look at how sales automation can improve efficiency and boost revenue.

Why is Data Quality so important for your business?

Why is Data Quality so important for your business?

When it comes to sales and marketing, there’s nothing as important to a business as its data quality. Data is what leads sales teams to prospects, helps teams score their prospects, and helps teams track key metrics and engagement. But in a world inundated with data, it can be difficult to assure data quality. Let’s take a look at what you need to make sure that your data quality remains high.

The Importance of Data Quality Management

Over time, you see your sales metrics drifting downward. While you’re collecting new accounts and contacts, it’s not leading to new opportunities, cases, or orders. What’s happening?

As you dig a little deeper, you find that your sales team is frustrated. After a significant bulk merge in Salesforce, they’ve discovered the following:

  • A significant number of prospects have been duplicated. Sales professionals are connecting with prospects only to find that they’ve already been contacted. They’re losing prospects because they’re frustrated by multiple calls. They’re wasting time on prospects that have already been secured.
  • Mailing address and account information are incorrect. Data has been merged from various sources, and not all of this data has been validated. When they go to reach out to a prospect, the contact information is wrong. If the calling information is correct, and they send a mailer, they discover the mailer has gone to an incorrect address.
  • They’re spending a large amount of time correcting these issues. Eventually, sales teams will have to take it upon themselves to start going through and validating data. This level of validation cuts down on the amount of time they can spend curating their leads and prospecting; it’s ultimately a waste of time and money.

These are common issues that can follow the collection of business data. While it’s important to source data from as many venues as possible, not all of this data will be validated or controlled. Moreover, it can include a large amount of duplicate data that ultimately duplicate the efforts of your sales force.

Once data has been properly validated and vetted, however, the issues will resolve. Your team will spend more time connecting with legitimate, qualified leads, and less time trying to track down and correct basic contact information. You’ll be able to rest assured that you’re properly scoring your leads and that you’re securing all the leads possible.

Bulk Merge App Available on the Salesforce App Exchange

Astreca Consulting’s Bulk Merge App, available on the Salesforce App Exchange, is a bulk merge CRM application that can vastly improve overall data quality. An automated solution, the Bulk Merge App will identify duplicate data and clean up address data — so sales teams don’t waste their time chasing down prospects that don’t exist.

Are you ready to get started? Check out the Bulk Merge App today to see what better data can do for you.

Astreca Consulting is a Salesforce Select Partner with extensive experience working with manufacturers. Contact us or call 732-310-2796

How Salesforce Analyzes Data for Actionable Business Insights

How Salesforce Analyzes Data for Actionable Business Insights

CRM platforms such as Salesforce has come a long way since the early 2000’s when the more modern databases started hitting the market. From simply tracking customer contact information, to tracking customer purchases and interaction, to now, anticipating the buyer’s next moves, CRM platforms have become a necessity for businesses to innovate while providing the kind of customer engagement that has come to be expected in the B2B and B2C world of service.

So, how are CRM platforms, such as Salesforce, gathering, managing, and analyzing customer data for actionable business insights? Let us look at a few examples.

Activision, an American video game publisher located in Santa Monica understood that they needed to be available for communication the way their gamers like to communication, which means, it was not just over the phone. Utilizing Salesforce, the platform enabled the company to collaborate quicky by giving their customers the tools to be able to do so.

“Salesforce is enabling us to collaborate quickly, to share information quickly, and to give people the tools to do that.”
~ROBERT SCHMID, CIO OF ACTIVISION

The result for Activation is that with a good CRM system, they cut customer service-related expenses by 25%, resulting in a 378% ROI.

In fact, personalization is the name of the game for any organization to be successful in the tech age we live in.

Design Within Reach, a retail outlet that provides modern furniture for homes, patios & workspaces, focuses on custom marketing experiences within the B2B and B2C space. To make this successful, the company relies on staff to have the ability to work together to support their clientele. What this means for Design Within Reach, is the ability for staff to manage cases, keep detailed customer records, and to answer questions.

“With Salesforce, we take clienteling to a new level and offer the kind of personalized experience our customers want.”
~JOHN EDELMAN, CEO

The resulting impact is that the Design Within Reach staff were empowered to create consistent customer interaction the first time around.

Affording the ability to save money, gain revenues, and enabling staff to work efficiently are what many organizations seek and CRM platforms like Salesforce are routinely sought after by companies to help them reach these goals.

As an implementation partner for Salesforce, Astreca has experience working with companies in various industries to define business goals, identify pain points, map pain points with business goals, define metrics for success and ensure your business goals are met. (Source: Salesforce.com)