How Streamlining Workflows on Salesforce Can Boost Business
As a Salesforce partner and implementation specialist, at Brysa, we understand that many businesses face the challenge of managing multiple systems and platforms for their employees. This leads to a fragmented work experience, causing decreased productivity and decreased efficiency. We’ve seen firsthand how implementing Salesforce as a single platform can streamline operations and increase productivity across a wide range of industries. Salesforce is more than just a CRM platform. It’s an all-encompassing system that can handle sales, marketing, customer service, finance, and more. By using a single platform, employees no longer have to waste time switching between different systems or applications. Instead, they can access all the tools they need in one place, increasing efficiency and productivity. For example, let’s consider a sales manager who needs to keep track of leads, deals, and accounts. With Salesforce, they can do all of this in one place, without having to switch between different systems or applications. This allows them to easily manage their sales pipeline, quickly respond to customer inquiries, and make data-driven decisions to improve their sales process. Moreover, Salesforce can provide customised dashboards that provide a clear overview of business performance. From a high-level view of the company’s financial health to detailed information on individual sales reps’ performance, these dashboards can provide employees with a real-time snapshot of their work. This allows them to quickly identify trends and areas of improvement, making it easier to make data-driven decisions that improve business performance. Salesforce’s flexibility also means it can be tailored to meet specific business needs. For example, if a business requires a specific workflow, custom objects can be created in Salesforce to match it. This customisation means that businesses can build their own unique solutions that are tailored to their specific needs. In addition, Salesforce’s platform has built-in collaboration tools, making it easier for employees to work together. For example, employees can use Chatter, Salesforce’s internal social network, to share ideas, ask questions, and collaborate on projects. This can improve communication and increase engagement among employees, creating a more positive and productive work environment. Finally, Salesforce’s platform provides businesses with unparalleled visibility into their operations. By using Salesforce’s data analytics tools, businesses can gain insights into their sales pipeline, customer behavior, and financial performance. This allows them to quickly identify areas for improvement and make data-driven decisions that improve business performance. In conclusion, as a Salesforce partner, we have seen the benefits of implementing Salesforce as a single platform for businesses. By using a single system, businesses can streamline their operations, increase efficiency and productivity, and improve collaboration among employees. Salesforce’s flexibility and customisation options mean that it can be tailored to meet the specific needs of any business, making it a valuable asset for companies of all sizes and industries.
Salesforce and Process Mining: Transforming Media Industry Operations
The media industry is characterised by its creative processes and dynamic campaign strategies. However, the complexity of these operations often leads to inefficiencies, significantly impacting a company’s bottom line. Process mining, a rapidly growing area of information technology, offers a potential solution to streamline these convoluted processes. As Salesforce continues to dominate the customer relationship management (CRM) landscape, partnering with experienced Salesforce and process consultants becomes essential for media companies seeking to optimise their operations (read detailed blog of why Salesforce is the perfect partner of growing media and publishing businesses). According to one estimate, inefficiencies in business processes can cost companies between 20% and 30% of annual revenue. Process mining technology aims to untangle these procedural challenges. By extracting log files from IT systems and using algorithms to process the data, process mining tools can automatically create models that show the reality of the operations. This insight helps businesses identify bottlenecks, redundancies, and areas of improvement. With a growing market and numerous firms offering a range of mining services, process mining has become increasingly competitive. These services include checking whether processes work in practice as they should on paper and measuring how they compare to the same process at other companies. Increasingly, process mining is being combined with artificial intelligence to predict where and when bottlenecks may occur. For media companies, partnering with experienced Salesforce and process consultants is crucial in leveraging process mining technology. Salesforce, as the leading CRM platform, has a wealth of data on customer interactions and campaign performance. Integrating process mining tools with Salesforce can enable media companies to optimise their creative processes, campaign management, and customer service. As it is, there is a growing significance of data and programmatic in OOH Advertising. In the media industry, process mining can be particularly beneficial when it comes to managing creative and campaign-related processes. By identifying inefficiencies and areas for improvement, media companies can reduce the time it takes to bring a campaign to market, optimise resource allocation, and improve overall campaign performance. Moreover, the insights gained through process mining can help streamline communication between different departments, ensuring that everyone is aligned and working efficiently. As more media companies adopt Salesforce and other CRM tools, the need for process mining and optimisation services will only grow. To maximise the benefits of process mining, media companies must work with consultants who have a deep understanding of both Salesforce and the unique challenges faced by the media industry. Salesforce and process consultants can help media companies get the most out of their CRM tools by: Analysing and optimising creative processes, ensuring that resources are used efficiently and projects are delivered on time. Identifying bottlenecks and redundancies in campaign management, allowing for faster and more effective decision-making. Streamlining customer service processes, improving response times and customer satisfaction. Implementing predictive analytics to anticipate potential issues and proactively address them before they impact performance. Comparing processes across different teams and departments, fostering best practices and promoting continuous improvement. By partnering with experienced Salesforce and process consultants, media companies can leverage the power of process mining to transform their operations, drive efficiency, and improve overall performance. In an industry where creativity and innovation are paramount, process mining can provide a much-needed edge in a competitive landscape.
Navigating the AI Transformation: The Crucial Role of SF & Change Management Expertise
The integration of AI technologies in the media industry has opened up new opportunities for innovation and efficiency. However, the adoption of these technologies comes with its own set of challenges. In this blog post, we will explore the potential pitfalls of integrating AI into existing workflows in the media industry, emphasising the importance of having both Salesforce and change management expertise to ensure a successful transition. The Challenges of Integrating AI Technologies The integration of AI technologies into existing workflows in the media industry poses several challenges that can lead to program failure if not managed well. Some of these challenges include: Resistance to change: Employees may be reluctant to adopt new technologies due to fear of job displacement or the belief that AI-generated content is inferior to human-produced content. Technical difficulties: Implementing AI tools may require significant infrastructure upgrades or changes to existing systems, which can be both time-consuming and costly. Integration issues: Ensuring seamless integration of AI tools with existing processes and platforms can be a complex task, particularly if there are compatibility issues or other technical hurdles to overcome. Training and support: Employees need to be trained to use AI tools effectively and adapt to new workflows, which requires dedicated resources and time. The Role of Salesforce and Change Management Expertise To mitigate the risks associated with AI integration in the media industry, organisations need to rely on both Salesforce and change management expertise. Salesforce Expertise: Seamless integration: Salesforce experts can help ensure that AI tools are seamlessly integrated with existing platforms, reducing the risk of technical issues and compatibility problems. Performance tracking: Salesforce provides the ability to track the performance of AI-generated content, enabling organisations to make data-driven decisions about the effectiveness of their AI tools and make adjustments as needed. Quality control: Salesforce’s tools and services can help organisations manage AI-generated content and ensure that quality standards are maintained, minimising the risk of brand damage or loss of audience trust. Change Management Expertise: Addressing resistance to change: Change management experts can help organisations identify and address the root causes of employee resistance to AI integration, such as providing reassurance about job security and demonstrating the benefits of AI-generated content. Developing a change strategy: A well-planned change strategy is essential for a smooth transition. Change management professionals can help create a roadmap that outlines the steps required for successful AI adoption, taking into consideration organisational culture, resources, and goals. Training and support: Change management experts can help organisations develop and implement comprehensive training programs that ensure employees have the necessary skills and knowledge to utilize AI tools effectively and adapt to new workflows. Monitoring and adjustment: Change management professionals can help organisations monitor the progress of AI integration, identify potential issues or areas of improvement, and make adjustments to the change strategy as needed. The successful integration of AI technologies into the media industry requires a careful balance between embracing innovation and managing the associated risks. Organisations must recognise that both Salesforce and change management expertise are critical to ensuring a smooth transition and avoiding program failure. By leveraging the knowledge and skills of these professionals, media companies can navigate the AI transformation with confidence and capitalize on the opportunities it presents.
How Small and Medium-Sized Businesses Can Maximize ROI with Salesforce
Small and medium-sized businesses can maximise their return on investment (ROI) with the world’s leading CRM platform, Salesforce. However, the platform’s constant evolution can make maximising ROI challenging. This is where engaging with experienced Salesforce consultants can be a game-changer. Here are some tips on how to maximise ROI with Salesforce and experienced consultants. 1. Staying Up-to-Date with Salesforce’s Innovations Salesforce’s triannual releases provide a steady stream of new features, capabilities, and opportunities to support evolving business needs and give companies a competitive edge. However, staying up-to-date on new functionality and customising it to meet business needs can be challenging. To get the most out of your investment, it’s important to stay up-to-date with Salesforce’s innovations. 2. Engaging with Experienced Salesforce Consultants Experts who know how to make Salesforce sing are key to capitalising on the platform’s constant innovation. However, good Salesforce administrators, architects, consultants, developers, etc., have embraced the complexity of Salesforce, making it difficult to find experienced Salesforce talent. This is where experienced consultants come in. Experienced consultants have the breadth and depth of knowledge to quickly and accurately solve complex challenges. They have the consulting experience to listen between the lines, diagnose your needs, and design solutions to meet your goals. 3. Leveraging the Benefits of Experienced Consultants There are many benefits to working with experienced consultants, including: Specialisation: Experienced consultants have the specialised skills and knowledge to quickly and accurately solve complex challenges. Flexibility: Pay only for the hours you need and exactly when you need them. Speed: Bypass the traditional recruitment process and get started project work started faster. 4. De-Risking Digital Salesforce Transformations Digital Salesforce transformations can be difficult for small and medium-sized businesses, but they are essential for growth. At Brysa, we have developed a tested methodology that de-risks digital Salesforce transformations. This includes careful planning, clear communication, data and information security, and a balanced focus on people, processes, and technology. Our change management practices are based on Agile principles and are tailored to work effectively in fast-paced, dynamic, high-volume industries such as digital media and digital out of home media. 5. Prioritising Business Processes and Workflows Business processes and workflows should be designed to serve business needs. We create or optimise these processes and workflows using solid data, focusing on key performance indicators (KPIs) that you can accurately measure after the processes have been re-engineered and technology has been integrated. This approach sets the foundation for a successful launch and ongoing improvement, ensuring that the processes and workflows are aligned with your business goals. Conclusion Maximising ROI with Salesforce and experienced consultants can help small and medium-sized businesses achieve significant improvements in their operations. To make the most of Salesforce, engage with experts who can help you navigate its complexities. At Brysa, we offer Salesforce and AdTech consultancy services designed to help you achieve your business goals and maximize your ROI. Contact us today to learn more.
The Power of AI in Media and Advertising: How Salesforce Einstein Transforms Engagement
The Sales team in the media and advertising industry probably well aware of the power of Salesforce and its potential to revolutionise sales processes. They might also have heard about the buzz surrounding artificial intelligence (AI) and its growing impact on the business world. But how can the team harness the power of AI within your Salesforce ecosystem to enhance customer engagement and drive revenue growth? The answer lies in Salesforce Einstein. Salesforce Einstein is an AI-powered platform integrated within Salesforce, designed to provide users with intelligent insights, predictions, and recommendations based on your company’s data. It automates complex processes, uncovers hidden patterns, and helps your team make more informed decisions – all in real-time. In this blog post, we’ll explore how Einstein can transform customer engagement in the media and advertising industry and help you stay ahead of the competition. 1. Personalising Customer Journeys In today’s fast-paced, digital-first world, customers expect personalised experiences tailored to their preferences and behaviors. Salesforce Einstein enables you to achieve this by analysing vast amounts of customer data and identifying patterns and trends that can help you create more targeted and relevant marketing campaigns. Einstein’s AI-powered predictive analytics can segment your audience based on their online behavior, demographic information, and past interactions with your brand. It can also recommend the best channel and time to engage with each customer, resulting in higher click-through rates and more effective ad campaigns. Read why we believe Salesforce CRM is the perfect partner for your growing media and publishing businesses. 2. Smarter Lead Scoring and Conversion Predictions Einstein’s AI capabilities can help your sales team prioritise leads by predicting which ones are most likely to convert. By analysing historical data on customer interactions and correlating it with individual lead profiles, Einstein can assign a lead score that reflects the probability of conversion. This allows your sales team to focus their efforts on high-priority leads, improving overall efficiency and conversion rates. In addition, Einstein can predict potential churn risks among your existing clients, giving your team the opportunity to intervene and retain valuable customers before they slip away. You can therefore, boost your Ad efficiency with strategic tech integration. 3. Enhancing Creativity with AI-Driven Content Generation One of the challenges in the media and advertising industry is producing a steady stream of engaging and relevant content. Einstein’s AI-driven natural language processing (NLP) and image recognition capabilities can help your creative team come up with innovative ideas and concepts for your campaigns. For example, Einstein can analyse textual data to identify trending topics and keywords that resonate with your target audience. It can also recognise objects and patterns in images, providing inspiration for visual storytelling. By combining these insights with your team’s expertise, you can create compelling content that stands out in the crowded media landscape. Salesforce assembles all data in one place called Single Source of Truth (SSOT). This SSOT creates a solid foundation for GenAI in your company processes. 3. Optimising Ad Spend with AI-Powered Insights Media and advertising budgets are often spread across multiple channels, making it challenging to allocate resources effectively. Einstein can help optimise your ad spend by analysing campaign performance data and identifying which channels and strategies generate the best results. By leveraging AI-driven insights, you can fine-tune your campaigns, allocate your budget more efficiently, and maximise your return on investment (ROI). 4. Embracing a Data-Driven Culture To make the most of Salesforce Einstein, it’s crucial to establish a data-driven culture within your organisation. Encourage your team to embrace AI-powered insights and use them to inform their decision-making process. Provide training and resources to help them understand how Einstein works and how it can benefit their daily tasks. By fostering a data-driven mindset, your team will be better equipped to leverage Einstein’s full potential, leading to more accurate predictions, smarter decision-making, and improved customer engagement. We believe there is an immensely growing significance of programmatic in OOH Advertising and Salesforce with this data driven approach enables that. In conclusion, Salesforce Einstein offers a powerful and versatile AI solution that can help you transform customer engagement in the media and advertising industry. By personalising customer journeys, predicting lead conversions, enhancing creativity, optimising ad spend, and embracing a data-driven culture, you can stay ahead of the competition and drive revenue growth. At Brysa, we understand that navigating the world of AI can be challenging, especially when it comes to implementing advanced solutions like Salesforce Einstein. That’s why our team of excellent Salesforce consultants, based in London, is here to help. With our extensive knowledge and experience in the Salesforce ecosystem, we can guide you through the process of understanding and leveraging Einstein AI to its full potential. Our experts will work closely with you to assess your current Salesforce environment, identify opportunities for AI integration, and develop a tailored strategy to enhance your customer engagement initiatives. We pride ourselves on our commitment to client success, and we will ensure that your organisation reaps the maximum benefits from Einstein AI, while also providing ongoing support and guidance throughout your journey. Don’t let the power of AI in media and advertising pass you by. Partner with Brysa today and unlock the transformative potential of Salesforce Einstein for your business.
Why invest in Accounting Seed over Xero or Quickbooks?
As a decision maker in a business, you have no doubt considered various options for managing your accounting and financial operations. While Xero and Quickbooks are both popular choices, it is worth considering the benefits of using a platform like Accounting Seed. While it may be more expensive in the short term, it offers several advantages that make it a worthwhile investment for businesses looking for a long-term solution. Integration with Salesforce One of the key advantages of Accounting Seed is its seamless integration with the Salesforce platform. If your business is already using Salesforce, implementing Accounting Seed can help streamline processes and reduce the need for manual data entry and synchronization between different systems. Advanced Features Tailored to Business Needs Accounting Seed offers a range of features that are tailored to the needs of businesses, including tools for managing accounts payable and receivable, generating financial reports, and tracking project costs. It also includes advanced features such as multi-currency support and the ability to handle complex revenue recognition rules, making it a particularly good choice for businesses in industries with unique accounting needs. Scalability and Customization Another advantage of Accounting Seed is its scalability. It is designed to handle large volumes of transactions and can be customized to meet the specific requirements of your business. This makes it a more future-proof solution than some of the other options on the market, which may not be able to keep up with your business as it evolves. Short-Term vs. Long-Term Costs While it is true that Accounting Seed may be more expensive in the short term, the long-term benefits it offers make it a worthwhile investment. By streamlining processes and providing a range of advanced features, it can help your business save time and money in the long run. In addition, the scalability and customization options make it a more flexible and adaptable solution that can grow with your business. Overall, while Xero and Quickbooks may be more well-known options, it is worth considering the benefits that Accounting Seed can offer. Its integration with Salesforce, advanced features, and scalability make it a strong choice for businesses looking for a long-term solution for their accounting and financial operations. Working with a partner like Brysa can further enhance the implementation process and provide ongoing support to ensure that you are able to fully leverage the capabilities of the platform. Also, you can be confident that you have a dedicated team by your side to ensure that the transition to Accounting Seed is smooth and successful. We can work with you to customize the platform to meet the specific needs of your business, and provide ongoing support to ensure that you are able to fully leverage the capabilities of Accounting Seed.
How Salesforce Single Source of Truth can boost sales and increase revenue
Implementing a single source of truth, or SSOT, in Salesforce can have a significant impact on an organisation’s revenue. A single source of truth refers to the practice of having a single, definitive data source that all departments within an organisation rely on for accurate information. In the context of Salesforce, this means having a centralised database within the Salesforce platform that serves as the primary source of customer and business data, rather than having multiple, disconnected systems or spreadsheets that each contain their own version of the truth. There are several ways in which a single source of truth within Salesforce can help to increase revenue: Improved data accuracy Salesforce allows users to create custom fields and record types to track specific types of data, such as customer preferences or sales opportunities. By consolidating all of this data into a single source within Salesforce, teams can be confident that they are using accurate and up-to-date information. Inaccurate data can lead to wasted resources, such as marketing to the wrong audience or targeting customers who are not interested in the product or service being offered. With a single source of truth, organisations can trust that the data they are using is accurate, which can help to avoid these costly mistakes. Enhanced collaboration Salesforce offers a range of tools for collaborating and sharing data, such as Chatter and Groups. With a single source of truth within Salesforce, teams can easily access and share data, leading to more efficient and effective collaboration. This can improve communication and coordination, leading to more successful sales conversations and increased revenue. Greater visibility With a single source of truth within Salesforce, teams can get a comprehensive view of customer and business data, including sales opportunities, customer interactions, and account history. This can be especially valuable for sales teams, who can use the data to gain insights into customer behaviour and preferences, and tailor their sales approach accordingly. For example, if a sales team has access to data on customer purchasing history, they can identify upsell and cross-sell opportunities and make personalised recommendations to customers. This can lead to increased revenue from existing customers. Better decision-making Salesforce offers a range of analytics and reporting tools that allow teams to analyse data and make more informed decisions. With a single source of truth within Salesforce, teams can access and analyse data more easily, leading to better decision-making and strategy development. For example, if a sales team has access to data on customer buying patterns and preferences, they can tailor their sales pitch to better meet the needs of individual customers, which can increase conversions and revenue. In addition, with a single source of truth, organizations can analyse data on sales trends and customer behaviour to identify areas for improvement and make more informed decisions about future business strategies. Increased efficiency Salesforce allows teams to automate a range of business processes, such as lead management and customer service. By consolidating data into a single source within Salesforce, teams can streamline processes and save time, leading to increased efficiency and productivity. L’Oréal leveraged this to create beauty with a unique data-driven appraoch. This can lead to increased efficiency and productivity, which can ultimately drive revenue growth. Improved customer experience Salesforce allows teams to personalise the customer experience by tracking customer interactions and preferences, and providing a more tailored experience. With a single source of truth within Salesforce, teams can access comprehensive customer data to better understand customer needs and preferences, leading to increased customer loyalty and repeat business. This will increase customer retention and word-of-mouth referrals resulting in increased revenue. Implementing a single source of truth within Salesforce requires careful planning and coordination, as it involves consolidating data from multiple systems and departments into a central database within the Salesforce platform. However, the benefits of having a single source of truth make it a valuable investment for any organization looking to increase revenue. At Brysa, we specialise in helping organizations implement single source of truth, or SSOT, in Salesforce. Our team of experienced consultants can guide you through the process of implementing a SSOT, from planning and strategy development to data migration and system integration. We can help you identify the most effective ways to use Salesforce to centralise your data and ensure that all departments are working from the same, accurate source of information. With our support, you can effectively manage the implementation of SSOT and realise the full benefits of this powerful tool.
Why you need more than just Notion or Airtable to manage your CRM
The depth and breadth of Salesforce Tools you can use daily seems to grow with each scheduled release. As Lightning has picked up more traction, transitioning from Salesforce Classic to Salesforce Lightning is a “Must-Do” to continue using the Salesforce platform. So what exactly is “Lightning”? The Lightning Component framework is a UI framework for developing single-page applications for mobile and desktop devices. Think of Lightning Components as squares of a quilt with different functionality, sewn together on a “blanket” of a page. For admins or developers starting in Salesforce or for users just transitioning to Lightning recently, this can seem like information overload. How can you possibly get a handle on all that Lightning has to offer? The key is to master a few things at a time, and one of the best ways to do that is to start using bits and pieces of the Lightning component framework as soon as possible. Lightning Components can range from very basic, standard functionality, to customised and complex pieces that can fit a specific need, but may require development. Whether you are just learning Lightning or are a seasoned developer, the following five standard Lightning components provide great functionality with little time or learning required. Let’s dive in! Chatter Feed The Chatter Feed can be a really useful tool on an object or team-based page to show chatter posts that person follows, posts that are directed to them, or posts they’ve bookmarked. Chatter is great for documentation of activities and communications that occur on certain records, and keeping it all in line makes it easy for busy sales reps, for example, to stay on top of what’s going on that day without having to search through hundreds of records that they are associated with. Dashboard Having a dashboard snippet is a great way to show data that is useful at a glance with a visual indicator, such as a bar graph, pie chart, or tabular list. Dashboard pages are great for collecting lots of information in a “one-stop-shop”, however, using the dashboard Lightning component on a page saves clicks and keeps the Salesforce user from navigating away to another tab. These small benefits have a big impact on time! When customizing your Dashboard Lightning component, you can choose the size based on pixels, and choose to hide an error message if something keeps the dashboard from loading on the page, such as a permissions error with your user and the dashboard folder. Lightning App Builder The Lightning App Builder is a highly versatile and user-friendly tool within Salesforce, designed to facilitate the creation of custom pages for both the Salesforce mobile app and Lightning Experience. Through a simple point-and-click interface, users can effortlessly build single-page applications, dashboard-style apps, and customised record pages tailored to their specific needs. This tool allows for the integration of both standard and custom components, enabling the creation of highly responsive and dynamic applications without the necessity for extensive coding knowledge. Its intuitive design ensures that even those with minimal technical expertise can construct efficient, aesthetically pleasing pages that streamline business processes and enhance user engagement (Trailhead | The fun way to learn) (Trailhead | The fun way to learn). Lightning Record Pages Lightning Record Pages are specialised pages within Salesforce that provide users with a detailed view of an individual record’s data. These pages are highly customisable, allowing for the inclusion of various components such as fields, related lists, and custom components that can be arranged to suit specific business requirements. The layout and functionality of Lightning Record Pages can be tailored to enhance the user experience, making it easier for users to access and manage critical information efficiently. By leveraging these pages, businesses can ensure that their users have quick access to the most relevant data, thereby improving productivity and decision-making capabilities (Trailhead | The fun way to learn) (WeLearnSalesforce). Flows Salesforce Flows are powerful automation tools that enable users to build complex business processes with a simple drag-and-drop interface. These flows can be used to automate repetitive tasks, guide users through multistep processes, and ensure data consistency across the organisation. Flows can range from simple field updates to intricate sequences involving multiple objects and logic steps. By leveraging Flows, businesses can significantly reduce manual workloads, increase process accuracy, and ensure that critical business rules are consistently enforced across all user interactions (Trailhead | The fun way to learn) (Trailhead | The fun way to learn). Conclusion Salesforce Lightning is an indispensable tool for modern businesses, offering a suite of customisable and intuitive features that enhance productivity, streamline processes, and improve user experience. With capabilities ranging from the creation of dynamic pages and automation of complex workflows to the customisation of record views and home pages, Salesforce Lightning empowers organisations to tailor their Salesforce environment to their unique needs. This flexibility not only boosts efficiency but also ensures that users have quick access to the information and tools they need, ultimately driving better business outcomes and higher satisfaction levels (Salesforce) (Salesforce Developers).
