Ajay Dubedi Salesforce Expert | Consultant
Ajay Dubedi is Salesforce Expert. An accomplished Technical Architect, Consultant and Business Analyst with global consultancy experience; designing and implementing solutions for a range of clients. He has assisted and implemented solutions in industries comprising Banking, Health Care, Networking, Education, Telecommunication, and Manufacturing.
Salesforce Predictive Intelligence
What is Predictive Intelligence? Predictive intelligence is a technique to calculate customer behavioral pattern over their buying decision from any brand. The Salesforce platform which uses predictive intelligence features, are based upon the set of complex algorithms that collect customer data from various marketing channels such as emails, mobile, social, web & tap customer infer preferences with their every click, view, download, purchase which gives valuable insights to the predictive intelligence engine for analysis. The predictive intelligence engine consumes both explicit and implicit customer behavior patterns in real time to build a customer profile for their preferences. How Salesforce Use Predictive Intelligence? The Salesforce Marketing Cloud product “ExactTarget” utilizes the Predictive Intelligence model to gives its users a set of features that help them collect customer behavioral data & record their infer preferences. We are living in an age of digital marketing where with each passing year the proliferation is causing noise in this segment, for this the data is much valuable to the companies looking forward to targeting their clients in new ways, it also helps in suggesting their customers best offers, delivering personalized messages across various channels and devices based on the insights gathered from analytics. How Does It Work For Companies? It all started with collecting customer data & capturing customer behavioral patterns of how they surf the internet, go through the company website and products, how they interact with the company on social media, how they respond to emails, search terms etc. As all this will be monitored in real time, recording their preferences in profiles give companies 360-degree view of their customers which help companies predict & automate crucial marketing decisions, creating new business rules and adjusting their campaigns. How Does It Work For Customers? The main objective of implementing predictive intelligence is to provide personalized experiences for customers by listening carefully to their requirements. Instead of receiving 1000 of junk messages, customers will only be communicated for what they are looking for, they view tailored content & offers specially designed for their attention on web & email. Overall the customers are walked through a journey of hassle-free guided purchase and all this is achieved by Journey Builder feature, tightly integrated with ExactTarget...
Decode Obstacles In 5 Productive Methods
With as many problems we face in our daily routine and hustling lives, it appears as there isn’t enough time to sort each one of them with equivalent surveillance and energy. With the goal to minimise the occurrence of the problems — here are the five most effective ways of problem-solving methods:- BITE AS MUCH AS YOU CAN CHEW: The idiom itself refer towards the concept of attempting to do more work than you are able of. Perhaps, one is already involved into many activities which causes to negligible outputs. Problem solving needs one to be transparent from their working capabilities. Effective solution would be to break down a big problem into smaller chunks and solving them independently with all your potentials and knowledge. REVERSE ENGINEERING: It is a process of extracting knowledge or to design information from reproducing anything based on the extracted information. It is the optimum way of finding pieces of the puzzle when you are not aware about all of them. Reverse engineering is like an expedition in which you can locate the accurate piece to it’s exact site in the puzzle as well as different ways to construct a solution within. FIND SIMILARITIES: This method is easy yet an essential part of problem solving. This involves pure experience of solving complex problems which have had helped you in the past to resolve the same. If you can easily related one with the other you are exceeding towards achieving the key of problem solving with an ease. Maintaining all of your project’s code base in GIT and details of all the work you have done even on a sheet will give you a helpful knowledge base. This will specially become a boon to the team leads and your developers. ORGANIZED EXPERTISE: This method covers a huge area of problem solving.. As an individual one can’t be sailing on two boats. Having an expert UI developer in your team is a welfare but in case of problem solving you need to bring in different experts -to get absolute and swift outcomes. i.e, one should be having expertise of System Integrator, Front End designer and most importantly Business Analyst. TIMELINE: Another key factor towards problem solving is setting up timeline. This will make your work result efficient and effective, qualitative and quantitative. It helps upbringing the progress of meeting deadlines. It’s a plan of how much time a small task or an overall project will or should take accordingly. A well defined Project plan should always have buffer time for each milestone or for the overall project. I start framing the timeline to estimate a project with the following: Requirement gathering and Data Model setup for a business...
Zoho To Salesforce Data Migration
Zoho CRM is inexpensive when compared with other CRM’s. That’s why it is preferred CRM for small scale organisations and start-ups. Transferring all data from Zoho CRM to Salesforce and integrating and extending all necessary functionalities in Salesforce platform in a very swift,fast and secure environment. So basically except the customization part, the main thing is request to move data. It is generally the transfer of data from one salesforce platform to other. There are two ways to transfer data from Zoho to Salesforce: Using Data Loader Integrating Zoho with Salesforce using third party tools After some point people generally prefer to migrate from Zoho CRM because of the following limitations of this CRM: Zoho don’t have extensive third party support such as that of salesforce has in Appexchange It is easy to create Custom Dashboards in Salesforce as it is not flexible and customizable in Zoho Zoho do not allow you to integrate with any other mail like Outlook or Gmail as it has it’s own mail as Zoho Mail but it is not much user-friendly Document Management is not as simple as that of Salesforce LET’S START WITH THE MIGRATION-DATA LOADER: Data loader is a data migration tool and we export data in CSV files and then transfer it to Salesforce. Here are the stepwise instructions to migrate your data to Salesforce and experience the all new CRM: Click on setting gear icon in right upper corner-> Setup-> Data Administration-> Export Select the object which you want to export to Salesforce from the Dropdown Menu. Remember we can export maximum of 3000 records at a time from Zoho account. It generates a .CSV file which can be easily uploaded to salesforce. Create database in Salesforce with all the headers as the fields and don’t discard the Zoho generated ID as Zoho same as Salesforce provides you with unique ID and it can be used later for several mappings. Now use data loader and import your .CSV file and get started with the all new...
Journey Builder
Built on ExactTarget’s FUEL platform for the Salesforce ExactTarget Marketing Cloud, Journey Builder will enable marketers to map customer journeys to digital marketing interactions, such as email, mobile, social and Websites, to power personalized customer experiences that dynamically evolve based on consumer or customer engagement. Journey Builder’s user-friendly interface makes it easy to visualize and map the path of each customer’s journey with your brand. Whether your campaigns include online channels such as email and mobile, or an offline channel such as direct mail, Journey Builder enables you to increase campaign performance and drive customer satisfaction. Journey Builder is another system that is built on top of Contact Builder. In the past, when we set up trigger events for clients, they had to be custom-built by the services implementation team. Journey Builder changes that. Rather than requiring these triggers to be custom-built, this system enables clients to set up their own events that trigger on up to four specific trigger activities. As part of their configuration process, clients choose how long their website will wait for a customer to do something before letting his browsing session expire from inactivity. Most of these triggers are sent soon after a customer’s session expires. The types of available triggers include: Post-Purchase: This event triggers immediately after an order is placed. Abandon Browse: When the customer allows the browsing session to expire, this event triggers within five minutes of the session expiration. Abandon Cart: If the customer allowed the session to expire while objects were still in the shopping cart, this event triggers within five minutes of the session expiration. Affinity Change: If, by the end of the customer’s browsing session, a new attribute/value pair enters into the top first or second affinity slots of the customer’s profile that was not previously in the top five at all, this event triggers within five minutes of the session expiration. Journey Builder for Apps is the first solution that empowers any company to deliver personalized customer journeys directly from mobile apps, creating interactive experiences that drive brand engagement and loyalty. With Journey Builder for Apps, any company can now unleash the power of the world’s #1 CRM platform to seamlessly connect the customer journey across sales, service, marketing and communities. Companies including FitBit, Sony PlayStation, HSN, SkyMall and Luxury Retreats are making the shift from campaign-focused marketing to personalized 1:1 customer journeys to connect with customers in entirely new ways. The Seven Stages of Successful App Journeys To create this relationship, marketers and developers must understand the stages of highly successful app journeys. #1 Discovery Most app journeys start with discovery in some form, such as a friend’s recommendation or...
Territory Management In Salesforce
Territory management is critical to businesses of all size. By aligning sales teams to specific territories (industry, geographic, product-based), companies can make the most of their resources at the lowest cost. Aside from the boost in productivity, businesses are able to increase overall revenue by ensuring that all market segments are covered. Having an informed, data-driven plan in place allows companies to focus on growth and scaling up for the future. In particular, small businesses can benefit from a thorough territory management plan, where resources and budgets are limited. You don’t have to be a large enterprise company to strategize like one. What is a Territory? Represents a flexible collection of accounts and users where the users have at least read access to the accounts, regardless of who owns the accounts. Only available if territory management has been enabled for your organization. Customizable Forecasting Since Customizable Forecasting is a prerequisite for Territory Management, We should understand this as well. Customizable Forecasting is a flexible solution for estimating how much revenue your organization can generate or how many items your organization can sell. You can set up customizable forecasting to reflect how your organization forecasts its sales. With it, you can forecast on a monthly or quarterly basis, use different dates when applying amounts to forecasts, a forecast based on revenue or quantity or both, and define additional quotas based on product families. Use customizable forecasts to review your forecast and drill down through your forecast amounts to see the opportunities included in your forecast. Override forecast amounts directly from the opportunity or overrides the forecast from the Forecasts tab without notifying users below you in the forecast role hierarchy. Territory Management Territory management is an account sharing system that grants access to accounts based on the characteristics of the accounts. It enables your company to structure your Salesforce data and users the same way you structure your sales territories. Particularly if your organization has a private sharing model, you may need to grant users access to accounts based on criteria such as postal code, industry, revenue, or a custom field that is relevant to your business. You may also need to generate forecasts for these diverse categories of accounts. Territory management solves these business needs and provides a powerful solution for structuring your users, accounts, and their associated contacts, opportunities, and cases. When thinking about territory management, it’s natural to assume that you need to use the Territory Management feature to model your territory hierarchy and manage your territory assignments. This assumption might be true for some customers in some situations, but all customers should consider this feature one option...
ARE YOU READY FOR CLOUD TECHNOLOGIES?
Whether you accept or not but Cloud Technology is a great tool for businesses looking for staff productivity. Availability of data from remote locations, significantly reducing IT costs. Then why we are still not open to accepting its benefits without having second thoughts? Let’s Not to forget the human tendency, not to accept new changes. We all like the way in of which we are comfortable & habitual about. Anyone working in IT industry know the market shifts way too fast they can come up with, technology comes fast and goes fast, to stay ahead in competition companies need to make quick decisions. At some point companies need to take that “BIG STEP”, the step which they fear about but crucial for their success. But before taking that first big step, you need to ask yourself what is CLOUD? and are you ready for it? Let’s throw some light on it which will eventually gear you up for the CLOUD TECHNOLOGY. THE CLOUD IN BRIEF With cloud now there is no longer need to use your computer hardware to store data. Cloud enables you to access information and applications over the internet from almost anywhere. It keeps you informed to make good decisions for your business. You just have to log in to a portal and order your cloud services. The cloud services are provided by your service provider which can act as a virtual machine & a gatekeeper of cloud technology and resources. Now the provider will validate your request and once confirmed it will give a portion of a service set onto their platform. Generally, we prefer this kind of setup as Saas- (Software-As-A-Service) model. WHO ELSE CAN BE ON CLOUD WITH ME? This is the most attractive feature of the cloud. The sharing of files and documents entirely depends upon you. It can be shared with whoever you want to give access to. It is you who give permission to an employee what to access and what not to access. This helps you to keep your information safe, avoid the risk of losing your valuable information and minimize the risk of virus or malware. THE GOALS TO BE ON CLOUD Cloud is inexpensive. It is installed online so no need to install local software onto your system. At a very low cost, you can increase your storage size and memory. It allows you to pay on monthly or yearly basis making it flexible for the users. It helps you to terminate your service usage anytime and only has to pay when you use your services & resources. There can be many reasons for the same why?...
Shoot Your Marketing & Sales Automation to New Heights With Salesforce Pardot
Salesforce Pardot for business offers effective, integrated campaigns that incorporate and nurtures leads better than your traditional software. CRM integration, social media marketing, micro-level web analytics and personalized content, all add up to a quantifiable ROI for organizations with multi-touch sales cycles. Pardot enables B2B marketing automation giving businesses the power and flexibility to integrate marketing activities with a cloud-based solution that shows your sales team exactly where to spend its time in order to maximize ROI. The system automatically scores prospect leads on the basis of their activity on your website and, provides hard data for an otherwise subjective sales process. Leads that are not close to conversion are automatically placed into nurturing tracks. Pardot can serve marketers that manage a small or mid-size contact database, up to a few million contacts. Midsize organizations that primarily focus on B2B sales and marketing automation will find Pardot, a Salesforce lead Management company very viable. Pardot is offered in 4 different editions The Group Edition offers fundamental lead scoring and email marketing, while the Professional & Enterprise Editions offer the core marketing automation function, desired by most users. The Ultimate Edition offers other beneficial add-ons, such as email messaging, additional storage space, and a dedicated IP address. As per popular review sites, Pardot is used by over 300 companies in 10 countries and the vendor boasts a customer retention rate of 96%, without a contract. Technology Pardot is a cloud-based ‘Software-as-a-Service’ application, built on the Force.com platform. It integrates flawlessly with Salesforce.com, Microsoft CRM, SugarCRM, and Netsuite. Differentiators Pardot offers the following key differentiated advantages: Powerful lead scoring engine Desktop application for real-time alerts to sales and marketing representatives Free iPhone app for customers No contract, pay-as-you-go monthly pricing Unlimited number of users and contacts in your database API for custom CRM system integrations Features Some of the key features of Pardot: Lead Management and Nurturing Easily filter high-quality leads, adopt programs based on results and evolve goals Identify effective content and channels to maximize cost savings Set up workflows to assign prospects based on score, territory, industry and other factors you determine Personalize the buying experience by dynamically changing email and website content based on a prospect’s score, grade, industry, job title, and more Social Marketing Capabilities Monitor and communicate with customers who share opinions and experiences about your company’s products and services Get profile data of prospect customers from social media accounts Post to social networks and track valuable metrics, develop attractive e-mails, landing pages as well as launch campaigns Seamless Integration Bridge the gap between your CRM platforms, including social sites and webinar platforms, with a suite of analytics,...
Cloud For Business
According to a recent survey of over 300 tech consumers, it was found that 91% of people heard the term “Cloud” along with knowing what exactly cloud is. There were around 6% of people who heard the term but were not aware of what cloud is and only 3% were there who never heard the term “Cloud”. If you are the one who doesn’t know what cloud is then, it’s right time for you to get familiarized with the term. HOW CLOUD TECHNOLOGY HELP YOUR BUSINESS? Cloud helps you reducing cost, increase your storage, easy to setup and provides worldwide access. Everyone has come across these pros and cons of Cloud but now let’s dive into a different world. Here instead of looking into the extreme details and writing everything, let’s focus on stats. It will help you clear your doubts and will make your understanding better. 42% It helps to access data from anywhere, at any time and on any device. It helps in increasing productivity and allows the exchange of information in a much faster way. 20% Secure storage of data in a central location and away from the office. This percentage is low because we have a single server and multiple users who are using the same server. Your data is with the third party so this is always a matter of concern especially protection of data from viruses and malware. Though there is always a way out so for the same you can opt for customizable spam filtering and take effective measures. 10% Potential to reduce cost. As everything is online so there is no need to install any software for the same. There are many applications which provide us with free cloud usage. One can easily increase memory size and storage capacity in very low prices. It provides an advantage to the buyers too by providing them to pay on a monthly or yearly basis for their plan. It becomes very flexible as it comes with “Pay and Use” model. It charges only for the services you use and one can terminate it anytime without providing any further costs. 5% Less need for servers and other storage hardware. It provides cloud computing to get set up in a just couple of minutes. One can adjust the settings and setup passwords and choose the platform where to use. It reduces the cost of storage as we no longer need any kind of hardware. With the cloud, we don’t need too many servers which make our lives a lot easier. 4% Better Collaboration and Sharing across the workforce. It provides effective communication among the clients...
Testing Strategies for Developer
Salesforce provides a framework for testing apex code. Testing is the key to successful software development. Before deploying apex code, try to cover as many lines of code as you can. At least 75% of your Apex code must be covered by unit tests else your code will not be deployed to production. Why Test? You should not write test classes by keeping in my mind just to cover 75% of your code but should always try to cover your entire code before deploying to production. Test provides assurance of functionality Test reduce cost of change Test encourage modular and reusable code Test help document expected behavior Test + Code = less likely produce the bug What to Test? Things that should happen to happen (Positive) : Positive testing is a way to test expected behaviour of code that you wrote is suppose to do. Things that should not happen to happen (Negative) : This is the hardest and important thing to test that verify if the error messages are correctly produced along with the positive working of test cases, within the limits cases. User Access : This is basically the manual testing, which we perform by seeing the aspect of end-user test is done when we think of user interaction. This type of test is done by hand via insert, update, delete and undelete the records. Exceptions : Exception testing tests expected behaviour of code when an user with restricted access to sObjects are used in code. Bulk Testing : This test comes in when a class, trigger or any apex code insert and update data in bulk. We need to test the class by creating more than one record in multiple scenarios. Test Structure Principles for Best Practices Principle #1 Use of Asserts : Assert is the method of System Class. It is an important method for test class which is used to check the expected result of test scenario. “A test without assert method isn’t a test, it’s code execution.” There are three in-built assert methods which are as follows: assert(condition, message) assertEquals(expected, actual, message) assertNotEquals(expected, actual, message) Every test method should include at least one assertion. Principle #2 Use startTest() and stopTest() startTest() methods are used to reset governor limits. The code between Test.startTest and Test.stopTest executes in fresh set of governor limits that means your setup code will not interfere and give you false positives (or negatives) surrounding governor limits. stopTest() method focuses on asynchronous code to complete. In general, one should follow these steps while writing test class: Create your test data Start the test Use that test data within your tested...
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