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News
Salesforce Admin to Salesforce Consultant
How to make a move from being a Salesforce Administrator to working for a Salesforce Partner as a Salesforce Consultant? As a Salesforce Admin, this is a massive question usually accompanied with how do you get exposure to the technical knowledge needed, how do you get implementation/project experience and do you have the ability to…
Starting off your Project on the Front Foot
After agreeing and signing off on the commercials for a new project there is typically a lot of enthusiasm, excitement and eagerness to get them started. This is great and channelled in the right way can help you kick off your project with momentum and positivity. It is also important though that you take some…
What is a Ignyto Salesforce Managed Service?
After a Salesforce implementation things do not simply stand still. Your system will require maintenance, your users will need training, your managers will need to ensure your employees are adopting the system in the right way and your leadership team will need advice on how Salesforce can support your evolving business. Ultimately as your business…
Here’s how Ignyto can help you capture leads and opportunities faster
Do your leads or opportunities require approval before marking them as converted/closed? A lot of organisations require a sign-off from a senior member of the team to convert a lead within salesforce or even mark an opportunity as closed won. This ensures the records that are going to be processed are in a fit state…
Get leads and identify interests using Salesforce Pardot Scoring
Tracking prospect engagement is key to identifying and qualifying marketing leads. However, knowing which prospects are engaged and if they are the right fit for your business is often lost in a long list of leads that the sales team works through hoping they hit lucky. The power of Pardot scoring combined with prospect grading…
Prepare for a successful Salesforce Change Management and adopt best practices
It takes preparation to ensure successful Salesforce change management, as well as a robust strategy and planning that integrates best practices. It’s a mistake to try and start the process of Salesforce change management in hindsight – this should always be done as part of a preparatory stage. So, how do you go about managing…
Salesforce Service Cloud and the benefits of using it in your business
The Salesforce Service Cloud is the “Service” module in Salesforce – it’s here that you’ll find everything, from Accounts to Cases and Solutions, plus features like Self-Service Portal and automation options. It’s designed to help your business do more when it comes to supporting customers, to build brand loyalty, improve retention and give you more…
What to consider when selecting a Salesforce managed service?
A Salesforce managed service provider can handle Salesforce activities for you and help you to ensure that the tools you’re using to optimise your IT are appropriate and properly configured. This can have a knock-on impact on many different areas of the business, from productivity through to customer service and satisfaction. If you’re going to…
The best apps and plugins for a Salesforce admin
Over the past year, the number of apps and plugins for Salesforce has proliferated, with more than 4,000 now available. All of these apps and plugins are designed to enhance the core CRM experience and enable you to better tailor this to what you specifically need. Salesforce is an incredibly innovative platform and these tech…
Here’s how Salesforce CPQ adds value to the customer journey in post-covid
Technology has been the key to survival for many organisations during the pandemic. New and innovative digital sales platforms have had a transformative impact on many businesses and provided a firm foundation for development and growth, even as COVID-19 has continued to evolve. Salesforce CPQ could have been tailor-made for the impact of the pandemic…
Key differences between Sales Cloud vs Service Cloud
The core Salesforce Platform is home to both the Sales Cloud and the Service Cloud. While both share some of the same basic features the two are also very different. For example, the customer is the common theme across both platforms, which each allow you to better manage the way you work with organisations and…
Use Salesforce to Maximise ROI & here’s how
Salesforce is a very effective tool for customer relationship management – and one that provides a broad spectrum of options when it comes to maximising ROI. All the strategies and techniques that you need to improve the way your business interacts with current, and future, customers are bundled up into this CRM software with a…
What do I need to know about Pardot?
Marketing automation technology is increasingly in demand today thanks to the wealth of benefits it brings to any business. From the pressures of more content-heavy marketing to the need for speed, Pardot is marketing automation technology that steps up to deliver – in seamless integration with Salesforce. If your business is looking for an effective…
Salesforce Spring ’22 – Top 10 Features
Intro It’s that time again. Salesforce has rolled out a list of new features and you don’t have the time to research and practice each one to see what’s worthy of implementing. That’s where we come in! Now that we’ve had the time to utilise these features, we’ve compiled a list of our favourites so…
How CPQ Can Increase Revenue
Intro In today’s economy, buyers and sellers prefer a simplified purchasing process. B2B customers want transactions to be as easy as B2C with flexible offerings and a seamless online experience. The desire for flexible payment terms to suit different situations also requires a solution. The solution is Salesforce CPQ. What is CPQ? Configure, Price, Quote…
How Communications Cloud is Revolutionising the Telco sector
Intro There is currently a boom in the telecommunications industry. Whilst most services have suffered during the pandemic, consumer demand for telecommunications is now higher than ever with many organisations adopting a ‘working from home’ model. The race is on to provide full fibre broadband across the UK with multiple government incentives pushing to get…
How Salesforce can Help the Mortgage Industry Grow
Why the Mortgage industry will grow in 2022: Award winning special finance distributor Crystal explored the post pandemic landscape and its unique effect on mortgage brokers in a recent report. Through a network of mortgage brokers, an international research and analytics group and specialist insight from finance’s experts, Crystal ultimately found great optimism for growth…
Top 5 Salesforce Productivity Tools
Introduction: Sales spiking, calendars full and demand almost uncontrollable are the kinds of problems you want to have when running a business. But, with increased sales inevitably comes increased cases. Agents can become overloaded and productivity and efficiency need to be maximised to effectively manage these cases and maintain customer satisfaction. That’s where Salesforce’s service…
Sales Forecasting and Pipeline Management
Introduction: Managing pipeline and forecasting is an essential operation of any organization as it provides the foundations for closing and predicting sales. But, doing so can be unnecessarily tricky when there is no clear distinction between the two operations. How do you separate pipeline and forecasting? Or simply put, “how do you tell them apart?”….
Salesforce Summer ’21 – Top 10 Features
Salesforce Releases: One of the greatest aspects of using Salesforce as your CRM is the continuous cyclical evolvement of the platform. As you may or may not know, Salesforce delivers hundreds of innovative new features three times a year, every year in their seasonal ‘releases’; Spring, Summer and Winter. Whilst this constant upgrading may leave…
Connecting Systems with Salesforce
What it is: Salesforce is widely regarded as a groundbreaking information platform which has helped revolutionise the business industry. As the World’s #1 CRM platform, Salesforce unifies all individual departments of an organisation into one integrated platform that powers the entire suite of connected apps. The integration of Salesforce with relevant tools allows you to…
Salesforce Field Service
What it is: As the name may suggest it’s Salesforce’s field service solution – a job management platform with live collaboration capabilities. For any companies that employ, manage and send out field agents to carry out a range of professional services, it acts as a central location to manage their teams rather than dealing with…
Salesforce Community Cloud
What it is: Salesforce Community Cloud (now known as Salesforce Experience Cloud) is Salesforce’s Platform Portal tool which allows companies to connect their internal teams, customers, and resellers / partners together into a single location with all the information, records, notes and tools needed to deliver the best experience for all parties. Why is…
Introducing Akos
Hi, my name is Akos and I joined Ignyto as an Analyst six months ago. I am a recent English graduate from the University of Reading. In my spare time, I enjoy reading, cooking and exercising. It felt like a natural progression for me after graduating, to join Ignyto, a company where I am constantly…
The Age of Automation
What it is: A recent McKinsey study suggests 31% of businesses have already fully automated at least one of their functions, with 66% piloting solutions to automate at least one more business process – an increase from 57% the previous year. Why is it important / Business Value: Often met with scepticism or indeed…
Winning customers in the new era of selling
2020 was the year where the world turned upside down in the way we all work, live and interact. We’ve also seen that buyers’ expectations have also changed. Customers expect a better, more personalised experience across the channel of their choice. Not just email or phone but through their preferred social media platform too. And…
Closing Sales in the Final Quarter
The final quarter (Q4) is often the “make or break” quarter for sales people or indeed sales teams to hit their annual targets. Over the years of working with our customers and listening to their strategies for Q4 we’ve compiled some simple hints and tips we’ve found very useful and we’d like to share some…
How can CPQ increase your business bottom line?
As you might know CPQ stands for Configure, Price, Quote but in truth it offers so much more than just these three lettered initials suggest. It may be seen as a cliché when we say the business world (in particular the sales function and routes to market) is constantly evolving. But no one can deny…
Salesforce launches Enhanced Virtual Selling Suite
There is no doubt that the single, most dominant trend of 2020 & probably our lifetimes, COVID-19 has caused us all to take a step back, asses how we work day to day, make changes to our current working environment whilst at the same time thinking about how these changes may become permanent beyond the…
9 Salesforce Implementation Checklist-Everything There Is to Know
Before diving into Salesforce implementation, read through the checklist below. Salesforce is an exceptionally in-depth and complex platform – and the bigger your company is, the more challenging its customization and implementation will be. You aren’t quite done with CRM improvements after purchasing a Salesforce solution – you still have weeks and perhaps even months…
Prepare During A Pandemic: Top 5 Ways To Maintain A Quality Customer Experience
With a global pandemic going on, there is more and more discussion about how to give your customers the same level of support with staff working remotely. Customer experience is one of the top priorities in todays business world. We are very lucky that modern technology allows us to connect via cloud based systems seamlessly…
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Announcing our new Marketing Cloud Practice!
Salesforce PE vs EE: Which is Best for Your Business?
Field Service Lightning: A Comprehensive Platform for Field Service Management
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