Tag: Cloud

Mobile Field Service App
AppExchange, Field Service Lightning, Salesforce

Offline Capabilities of a Mobile Field Service App

Companies are increasingly recognizing that mobile apps transform far more than the way officials work. Some of the most significant benefits come from mobile field services apps.

The Android and iOS Field Service mobile app is an all-in-one tool for mobile workers on the go. This mobile experience of the enterprise-class leverages Salesforce with a lightweight, modern, mobile workforce design.

 Offline capacity means that users can continue to operate with no Internet connectivity and know all changes have been saved. And the app is very customizable and can be adapted to your particular needs for the field service.

Top Mobile Field Service Apps Benefits


Tracking of Teams and Resources

Perhaps the most crucial transformative capability of mobile applications, the article notes, automatically tap into smartphone GPS capabilities and track teams and resources. Businesses can see and deploy technicians in real-time- no need to check workers’ telephone calls. You see at a glance the location and progress of an entire fleet.

Less Confusion Among Dispatchers and Technology

On-the-spot technology does not have to monitor dispatchers’ job updates to prevent confusion and mobile apps errors. The result is according to the following- “If you complete the job, your team will get more information and up-to-date information. The dispatch will have instant access, without the need to pick up the phone, to the field job updates and technical location.”

Also Read: 10 Factors You Need to Consider When Buying a Field Service Software

Improved Efficiency of the Field Team

Field service workers do not need to collect paperwork orders at the start of the day with mobile apps. You only control mobile forms on your apps, so there is no paperwork or error lost. The operations can be simplified with mobile support, and overall data accuracy can be increased. 

Reduced errors and more data access means better compliance with the processes and best practice of your company.

Mobile apps and field inspection apps from the best field service provide access to service history, work schedules, and push notifications to increase productivity.

Connect Data to the Cloud

With the ability to sync data to the cloud by mobile apps, field services employees always have access to the latest data they need. As a result, more hours of the day can be used by employees in the field, better service life and the use of the staff and fewer errors.

Access to New Information Immediately

Living with constant change are field service workers. Terms are frequently canceled, added, or moved, and emergency calls often occur. The information can be quickly updated with a mobile approach to immediate access by field staff. Notifications may alert them when there is a change, less confusion, and more efficient time use to real-time updates for assigned jobs.

Customer Experience Boosted

The service they receive does not always satisfy customers. It can be changed if you can schedule your appointments through mobile apps. A recent study found that 89 percent of clients prefer to view the name and photos of technicians. Moreover, 86 percent said that they would pay $25 to facilitate the programming process. A mobile field service app enables technical location and arrival time as well. 

Full Access to Smartphone Capabilities

Mobile apps can leverage over and above GPS, including bar code and cameras, a full range of smartphone capabilities. Scanners can make tracking of inventories and components easier for the staff. Cameras can document the fieldwork. 

To Sum Up

Issues of low connectivity are bound to happen. You should be prepared for this kind of scenario and equip your team with the right mobile solution for field service. It boosts not only the team’s productivity but also your company’s efficiency. To know more about the mobile field service app, get in touch with us or schedule a demo.

Cloud, CRM, Salesforce, Salesforce Anywhere, Salesforce Consulting, Solution

How Salesforce CRM Boosts ROI for Start-Ups and Mid-Scale?

Customers are the backbones of any business you talk about. That is why we see businesses playing all sorts of gimmicks and doing all that is possible under the sun to lure more customers. 

The task is not easy at all considering the level of competition out there and the choices that are available to customers these days. 

While large-scale businesses have a huge budget set aside to better manage their patronage, things are quite challenging for the startups and mid-scale enterprises that often face budget constraints when it comes to branding and other customer management activities. 

By necessity, a startup must grow and with that grows its list of clientele (which is what you actually want). Along with that comes the challenge of keeping track of all their business elements, manually. 

With the Salesforce CRM solution, however, these businesses can manage customer interactions, keep track of insightful data, and make informed decisions that lead to business success. 

Before we discuss further the many benefits of Salesforce CRM and how it can help startups and small businesses boost their ROI, let’s quickly understand what Salesforce CRM is all about?


A Quick Introduction to Salesforce CRM

Salesforce CRM (Customer Relationship Management) solution is a blessing for startups and mid-scale enterprises as it helps bridge the gap between customers and businesses. In a nutshell, it is a suite of products designed to power up your sales, marketing, service, commerce, IT, and other customer-related activities.


Also Read: How Customizing Your Salesforce CRM Can Help You Enhance Productivity


Why Startups and Mid-Scale Businesses Must Use Salesforce CRM?

As already discussed above, startups and mid-scale enterprises don’t really have the budget and resources to involve in repetitive and cumbersome tasks. But, they can’t do without customers either! 

This is when Salesforce CRM comes to their rescue. Salesforce CRM provides businesses with access to actionable data and qualified leads useful for getting an insight into relevant data. 

You can simplify various time-consuming tasks, such as generating invoices, billing, following up, etc., and free up your valuable resources that can be better utilized in your business growth.


Amazing Benefits of Salesforce CRM for Your Business

With a Salesforce CRM solution in place, you can reduce your overall costs and maximize your revenues by:

  •  Attracting more customers through personalized marketing
  • Providing world-class shopping experience to your customers
  • Getting clear insights into pertinent data
  • Connecting faster with your customers when needed
  • Solving your customers’ problems faster
  • Raising effective marketing campaigns for your new or existing products
  • Adding more loyal customers to your business by predicting their needs
  • Automate several time-consuming and tedious tasks with powerful customer apps



Bring All Relevant Data at One Place with Salesforce CRM

Have you been using multiple systems and software solutions to store and manage crucial business data? 

Don’t you find it difficult and tedious to store, manage, and retrieve the data that seems to have been scattered all over- in emails, databases, spreadsheets, and point solutions? 

Why not bring all the relevant customer data at one place? With Salesforce CRM, you can create a single point-of-engagement and truth.

The revolutionary Salesforce technology empowers startups and mid-scale businesses to create, manage, view, and update their customer data from any place and using any device for improving customer engagement. 

Needless to say, customer engagement is the most important step towards increased sales, improved reputation, and boosted ROI.  


Fetch Pertinent Client Data to Boost Engagement & ROI

Since all the relevant data is stored in the secure and safe cloud, businesses can retrieve it (using authorized credentials) to run a marketing campaign and carry out other promotional activities that lead to better customer engagement and an accelerated ROI. 


CEPTES is a Salesforce Silver consulting partner who can help to amplify the business value of your Salesforce.com investment through consultation, innovation, and digitization. If you want to grow your business, connect with us or schedule a demo

salesforce CPQ
Cloud, Salesforce, Salesforce CPQ

4 Proven Ways to Increase Your Sales Effectiveness with Cloud-Based CPQ

CPQ tools offer an upper hand in today’s competitive bidding market and provide greater insight into the customer’s needs & queries. 

This article will discuss the 4 ways in which CPQs improve sales effectiveness and offer greater profitability.

Configure Price Quote software has evolved faster than its creators since it was first launched. With every update, it has become quicker, precise, and accurate. In turn, these improvements have contributed to CPQs becoming the key to centralize and automate product pricing, discounting, contract renewals, and business rules.

CPQ ensures that every product is built profitably and quoted with intelligence for maximum ROI.

Let’s have a look at how CPQs improve sales effectiveness and offer greater profitability.


CPQ Platforms Are Cloud-Based

With CPQs becoming cloud-based, there is only one market and one price tag. These prices can be adjusted in real-time concerning the global market. Itis a highly beneficial feature because the local factors can be separately dealt with ease. 


These price variations can also be accessed easily by all the stakeholders within a fraction of a second on their devices.


In short, CPQ ensures accuracy and consistency as it is integrated into a shared cloud. One of the significant mismatches that happen will be on the product pricing at different markets. With the advent of CPQ platforms, they have become a thing of the past.

Ensures Channel-Specific Selling & Better Privacy

Irrespective of the sales channel you follow (Upselling or cross-selling), CPQs increase the ROI. While cloud access is unrestricted, CPQ tools enable role-based data access for better privacy and managing concerns. It helps channel-specific selling through partners and distributors in the global market.




Better Customer Data Insights

Though the idea of processing customer data and earning insights for a future sale is nothing new, creating these insights and converting them to leads is still time-consuming. With the advent of machine learning and its combination with CPQ, applications can process vast lumps of data on a larger scale, saving a lot of time.


With CPQs becoming integrated with machine learning, customer preferences are taken into account before designing sales strategies. This contributes to improved sales figures and revenue.


Also read: Top 8 Salesforce CPQ Features to Optimize Sales Processes


Eliminate Errors and Ensure Faster Growth

In today’s competitive world, sales personnel are forced to stay on their toes & they feel the pressure. With the constant pressure to meet customer expectations and close their targets, sales reps tend to decide on pricing & discounts based on their gut feelings.


If you have been in the sales domain for some time, you will know that today’s sales practices are more complex than they were earlier. And the last thing you want to happen is to leave profitability and productivity to chance, take out the guesswork, and establish better sales practices and behaviors.


With CPQs that come with machine learning capabilities can undoubtedly bring huge benefits. 




To Conclude

The advantages of CPQs and how it improves sales effectiveness are not just limited to the points discussed here. In short, CPQs help sales personals efficiently convert their leads into potential customers & finally into customers. While it’s the sales team inside a business that uses CPQs, it must be implemented in tandem with other departments within the organization. Implement it right, and your business will have a practical & profitable sales process. To know more about CPQ, connect with us

Salesforce Service Cloud

How Service Cloud is going to be a game changer for your business in 2019

Customer service is going to be the biggest growth factor in 2019 for businesses of every size. 2018 has witnessed a significant rise in the rate of companies that lead the way in customer service with the tools to keep their customers happy and create amazing customer experiences at every touchpoint. Salesforce Service Cloud adoption was it’s all-time high in 2018 and 2019 is going to be even bigger. The highly scalable and cost-effective platform for customer service offers organizations on the path to higher customer satisfaction with innovations like AI, in-app help, easy-to-use features, and highly customizable tools.   

If we analyze the swiftly transforming business trends, ESMBs have started putting enormous efforts into shaping up their customer service teams and approach. Based on a SaaS model, Service Cloud is perfectly meeting the requirements by offering highly effective and productive customer service solutions on the cloud. In 2018, a huge number of ESMBs scaled their operations quickly and seamlessly to meet their future customer service requirements with the help of Salesforce Service Cloud. There are varied Service Cloud offerings like in-app support, live agent support, knowledge centers, self-service communities, and social media which help organizations enhance their customer service standards.

If you believe various industry leaders and reports, customer service is going to be a huge factor in any organization’s growth in 2019. Enterprises will invest a lot of cost and time in revving up their customer engagement and retention rate. The role of Salesforce Service Cloud will become extremely crucial in 2019. But, do you know how? How the world’s #1 CRM platform Salesforce can empower you to build amazing experiences around your customers? Let’s see how;

Lightning Service Console

The Lightning Service console offers your agents a unified experience by putting all the customer information (profile, case histories, dashboards) at their fingertips for a 360-degree view. This will enhance agent productivity as well as allow them to address specific customer requirements quickly.

Case Management

With this feature, you can resolve cases faster with easy visibility into the full context of all the cases and record of every customer interaction. All of these on a streamlined dashboard. This will automatically assign the right agent and will help you which case to focus and when.

Omni-channel Routing

Omni-channel routing will automatically route cases to the right agent with the best skill set in order to resolve them. Employees can update their status in real-time, ensuring that high-priority work always receives immediate attention. This will supercharge your overall efficiency, transparency, speed and will make your customers happy.

Telephony Integration

Service Cloud allows you to integrate with most of the popular CTI systems. This will log notes instantly when a customer calls with all related information and manage calls from within the console without touching the phone. This will lower your agent’s average call handle times and improve customer satisfaction.

Workflows & Approvals

Salesforce Service Cloud will customize and automate any customer service or approval process with drag-and-drop simplicity using Workflow. You can save time by automating your internal procedures and processes, including any additional approval steps required to keep things moving. This will make your service agents more productive.

Social Customer Service

There are multiple ways a customer can communicate with a brand. With the help of Service Cloud, you can monitor and respond faster to customer posts on various social media channels like Twitter, Facebook, Instagram, YouTube etc. As social customer service is an integrated, seamless part of the Salesforce Customer Success Platform, your social care team gains a comprehensive picture of the customer before responding. This true 360-degree view of the customer empowers agents with social media engagement, in real time, on the channels where customers are talking.

Custom Reports & Dashboards

Service Cloud helps you make informed decisions with real-time reports. You can track cases and customer information for a 360-degree view of the customer.

2019 – A Challenging year ahead

When it comes to picking the right platform for your customer service team in order to offer amazing customer experiences, the options and features available seem to change daily. Choosing the right platform will not only empower your customer service team but also help you improve customer experience and your business’s brand value. In 2018, Salesforce Service Cloud was the first choice option for enterprises of various sizes and industries. The overall market cap of Service Cloud in worldwide customer service applications was a whopping 40% during 2018 (* IDC Report). With 2019 shaping up to be even bigger, Salesforce Service Cloud is all set to transform businesses with its unique features and benefits.

CEPTES has been offering Service Cloud implementation solutions to various enterprises. With our 10+ years of Salesforce domain experience and after delivering over 1000+ projects across the globe, we are the first choice Salesforce solution provider for businesses of every size and various industries. Get in touch with our certified Salesforce consultants to start your Service Cloud journey.


Cloud, CRM, Salesforce

The Need of Community Cloud – An Analysis

Salesforce is one of the most used customer relationship management (CRM) tool around the world. However, the market for a tool with only CRM option is limited. A business faces various problems and therefore needs solution as per the problem. The extra one always does the job of accurately predicting future problems. So, to grow business and simultaneously provide its customers, one stop solution for all the requirements, Salesforce has launched some series of add-in services and products to complement the main Salesforce CRM solution. One such add-ons is the Salesforce Community Cloud with all its benefits put together.

Some of these services became the stand-alone on their own for instance;

  • The Marketing Cloud
  • The Service Cloud

What is Salesforce Community Cloud?

To recognize the definition of community cloud, in a much better manner, it’s highly required to understand the need of it first. From the moment of its launch, it was intended to help the sales representatives to keep track of their work and the relationship with their customers. However, they indeed started to depend more on the customers and as well began the sharing of more stuff with the customers related to the business. But this entire process was not automated.

For instance, if a customer wanted to know how many kinds of products are there for choosing, the sales representative would have to download the product list from Salesforce and then sent it to the customer. Now, you can imagine if the company had a million customers and as well had to face a million requests a month. This issue needed to be solved with the process of granting access of your Salesforce data to the customers. Hence, leading to access the product list. Now the question was, ‘How to authenticate each customer?’ and most importantly, ‘How to give access to millions of customers without millions of users in SFDC?

The real-time data was huge enough to create more complication within the entire system. At such a juncture stepped in the renowned Salesforce product, known as Salesforce Customer and Partner Portals. This was however later named as Salesforce Community Cloud. This product has enriched the Salesforce developers with an option to create a community of users, who can indeed access some specific objects or data in Salesforce. A good way to share information, as well as collaborate internally on projects or tasks, in a more personalized manner.

In fact, according to Salesforce, one can use communities to

  • Drive an increased sale by connecting employees with distributors and suppliers
  • Deliver authentic and world-class service by giving customers one single platform to communicate
  • Managing the social listening, content, engagement, in one place