Tag: Salesforce Service Cloud

Using Salesforce to Drive your Manufacturing Growth

Posted on by Sudip Nandy

You may already think of Salesforce as a powerful Customer Relationship Manager (CRM) application, but it can also help manufacturers to identify, prospect and track opportunities, customers, and cases to drive revenue and growth opportunities. Manufacturers who take advantage of the full breadth of Salesforce’s functionality realize improved revenues and growth margins – all while lowering their SG&A and Operations Costs.

How Can You Improve Your Revenue?

Vertex Computer Systems has helped manufacturers conduct B2B marketing campaigns that expand their ability to understand and respect their customers and ultimately contribute to the continued success of those valued partners. Similarly, Salesforce Sales Cloud can be utilized to attract and engage new customers before, during, and after the sale. If you’re serious about keeping track of your customers at every stage, Vertex has the Salesforce expertise to help you leverage customer relationships to grow sales and improve customer satisfaction.

Because Salesforce provides a true 360° view of the customer, manufacturers can get a clearer understanding of customer needs as well as their journeys through the sales process. Would you like to shorten the cycle from prospect to sale? Salesforce provides standard and custom pricing solution options to help manufacturers accelerate deals. The Partner Portal’s Community Cloud can also enhance collaboration with a manufacturer’s business partners for greater efficiency.

Key Salesforce Features That Help Manufacturers Grow Sales Revenue

  • B2B marketing campaigns
  • Lead scoring and automated assignments
  • Lead-to-Cash process optimization
  • Custom pricing solutions to accelerate deals and maximize gross margins
  • Partner Portal access via Partner Community for maximum collaboration
  • Streamlined/automated customer service experience
  • True 360° view of the customer providing revenues, returns, support costs, et al

The other side of the profitability equation involves the standardization, optimization, and automation of processes. If you’re interested in lowering your SG&A and operations costs, Salesforce can help. Did you know you can eliminate manual spreadsheets, replacing them with real-time processing, reporting, and alerts? Salesforce provides your Manufacturing team instant access to the same up-to-date detailed information. That’s just one way of many that Salesforce enhances operations.

Key Salesforce Features That lower SG&A and Operations Costs

  • Eliminating manual spreadsheets with real-time processing, reporting, and alerts
  • Demand Forecasting – both revenues and units
  • Contract management
  • Simplified order processing/ERP integration
  • MS Outlook/Gmail integration
  • Reduced customer service and support costs
  • Integrated, automated, and streamlined credit checking

If you want to leverage Salesforce to quickly move the needle for your manufacturing firm, give Vertex a call. You won’t be disappointed.

Do You Have More Salesforce Licenses and Products Than You Need? 

Posted on by Sudip Nandy

Let Our Salesforce Experts Audit Your Organization and Find Cost Savings

When Salesforce started out back in 1999, it was purely a cloud-based CRM, offering customers little more than the ability to manage their Accounts, Contacts Opportunities, and Forecasts. Today Salesforce is the biggest SAAS platform in the world, offering multiple editions and more than ten different license types and SKUs, leading to 100s of permutations and combinations.

While the basics of Sales Cloud licenses for managing your sales pipeline remain unchanged, there are more nuances when it comes to picking the right edition, license types, and mix of products that align with your company’s Salesforce vision. For instance, not all your employees may need a full Sales Cloud license, and a Service Cloud or a Lightning Platform License may be more suited for them. Similarly, choosing the right Experience Cloud License for your Customers and Partners could save you thousands of dollars, annually. These savings can be used for further accelerating your Sales and Marketing strategies by purchasing High Velocity Sales licenses for your inside Sales team, or Pardot for B2B Marketing.

Choosing the wrong licenses and products can greatly decrease the ROI on your Salesforce investment.  We often see customers come to us a few months or years into their Salesforce journey, complaining about the poor ROI from Salesforce. And often, we see the use of improper or underutilized licenses being the biggest culprit.

SMBs using Salesforce report an average of 26% more deals and 32% more leads. The journey to achieve those metrics starts by identifying the right licenses and products for your organization’s Salesforce journey. Unless you have the expertise in-house, teaming up with the right Salesforce Partner, at inception, to help define the roadmap and the right combination of licenses and products is the best way to maximize your Salesforce ROI.

Do you feel that you’re not getting the highest return on investment from your Salesforce system? If not, your organization may benefit from a License and Product audit by the team of Salesforce experts at Vertex Computer Systems. Contact us today!

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