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Salesforce Maps is a multi-cloud application that leverages location intelligence technology to boost your sales reps’ efficiency and improve customer experience with your service. Think about how food delivery apps track drivers and suggest the fastest routes to bring a meal to your home as quickly as possible. With guidance from an experienced SFDC Consultant, your team can leverage Salesforce Maps to turn geographical insights into real-time advantages using the same location technology within Salesforce Cloud. This powerful product delivers value to organisations through 4 main features: Data Visualisation Salesforce Maps enable sales and service reps to visualise customer and lead data on a map, giving them a clear view of opportunity distribution and sales coverage. This geographical view illustrates opportunities by stages, spots customer clusters, and plans site visits strategically so that reps can identify the order of visits. Together with call logs and note entries, the visual data representation allows your sales reps to access and update quick insights as they go. Territory Planning Companies can effectively design and assign accounts by geographical boundaries, ensuring that each rep is assigned a well-defined area to reduce overlap and prevent missed coverage. Additionally, sales managers can monitor territory performance and dynamically adjust assignments to maximise sales resources and better align with business goals. Real-Time Location Tracking Live location tracking, an add-on for Salesforce Maps, enables managers to monitor the real-time location of field technicians, drivers, and assets, and show these locations in relation to customer sites on the map. This feature can improve response times and provide accurate estimated times of arrival (ETAs) to customers. It also automates several business processes such as work order status updates, time-on-site calculations, inventory management and geofencing accountability, promoting rep productivity and asset efficiency. Route Optimisation and Scheduling One of the standout features of Salesforce Maps is its route optimisation capability. Unlike planning routes for an individual, optimising routes for an organisation’s sales team requires complex calculations that compare multiple route options to prioritise visits for the right customers and prospects. By generating the fastest and most efficient routes, the app helps reps avoid traffic and increase the number of visits per day. This not only saves time and reduces transportation costs but also amplifies your organisation’s impact by ensuring meaningful and timely connections with more customers and prospects. These amazing features can be enjoyed and appreciated by departments across your organisation. Reduction of Administrative Tasks and Increase in Sales for the Sales Team First and foremost, your Sales Team will thus have more time to spend with customers by reducing administrative tasks such as route and customer visit planning, driving, and call logging. Besides, because updating records, creating events, and checking in/out of appointments can be done quickly from the Salesforce Maps interface, your rep team will have a real-time view of customers and generate more leads with Click2Create and increase sales with sales route optimisation and nearby accounts when there is a cancellation. Boost in Service Team Efficiency and Customer Satisfaction While Salesforce Maps is often associated with sales, its features also have significant benefits for service teams. With tools like Live Tracking, service teams can pinpoint the location of field reps in real-time, improving response times and customer satisfaction. Additionally, the app helps optimise route planning, service area coverage, and call dispatch, ensuring that service requests are handled efficiently by the closest available technician. This leads to improved field service management, higher productivity, and better service delivery. With the expertise of Salesforce Implementation Partners, your organisation can unlock the full potential of Salesforce Maps, empowering both teams to improve operational efficiency and deliver exceptional customer experiences.

Evolving from copilots to a new age of extremely accurate intelligent agents who actively promote client success, Agentforce is the embodiment of next-gen AI. In contrast to other platforms, Agentforce is a ground-breaking, reliable technology that firmly establishes itself at the center of the customer journey while integrating AI into every workflow. Agentforce empowers businesses to foresee requirements, nurture customer relationships, promote growth, and act proactively at every touchpoint. Agentforce provides a completely customizable, enterprise-grade solution with cutting-edge security features, industry-standard compliance, and unparalleled flexibility that is purpose-built for scalability. Transforming Sales With Agentforce, organizations can build tailored, AI-powered sales agents that streamline and automate sales workflows. Businesses can improve productivity, increase revenues, and streamline sales activities with this ground-breaking solution. Using Agentforce, companies can: With Agentforce, organizations can build tailored, AI-powered sales agents that streamline and automate sales workflows. Businesses can improve productivity, increase revenues, and streamline sales activities with this ground-breaking solution. Using Agentforce, companies can: Create customized sales agents with virtually zero code, that understand customer needs. Automate the sales journey. This includes qualifying, routing, and nurturing leads. Improve customer engagement with intelligent, empathetic answers that simulate human conversations. Leverage analytics and KPIs to provide insightful information. Impacting the Efficacy of Sales There are multiple reasons why Agentforce is significant: Automatically Quality Leads: By quickly identifying and qualifying leads, Agentforce frees up human sales reps, allowing them to focus on strategic and creative tasks such as nurturing customer relationships. Personalized Customer Interactions: Agentforce creates digital sales reps that are tailored to the needs and preferences of customers resulting in more efficient and tailored interactions. Intelligent Sales Routing: Agentforce enhances sales routing to match leads with the best fit sales reps, which shortens sales cycles and boosts conversions. Decreased Sales Friction: Agentforce streamlines sales processes, reduces manual data input and gets rid of tedious, repetitive tasks so that salespeople can spend their time and energy on what really counts—selling. Impacting Revenue Businesses can anticipate substantial revenue growth by implementing Agentforce through: Enhanced Sales Productivity: More deals are closed, and higher revenues are generated when sales processes are automated and optimized. Increased Customer Satisfaction: Higher personalized engagement and reduced response times lead to happier customers, which encourages repeat business and loyalty. Data-Powered Insights: Agentforce offers key analytics and insights that help companies make data-driven decisions and fine-tune their sales strategy Competitive Advantage: Agentforce adopters will have an advantage over rivals, differentiating them and making them leaders in their field. Real-World Applications  Agentforce holds the promise to significantly impact multiple industries. B2B: Enhanced lead qualification, automated sales, and tailored interactions with decision-makers. E-commerce: Improve buying experiences by providing tailored product suggestions, automating order tracking, and providing real-time, intelligent customer service. Financial Services: Automate lead creation, personalize wealth advisory services and improve customer engagement. Healthcare: Enhance patient engagement, automate appointments and reminders, and deliver better, faster service. Salesforce Agentforce – A Boon for Salespeople It's crucial to remember that Salesforce's agents are meant to relieve humans of tedious, repetitive tasks so they can focus more on their core competencies, which are fostering customer connections and closing deals. Businesses can reduce the strain that repetitive, manual activities place on daily workloads, free up time for activities that require their core expertise, and increase overall productivity by utilizing AI-powered support. Businesses must recognize that every AI interaction must have a direct impact on RoI. This is possible only when AI complements your workforce to drive growth. Businesses can deploy agents to fit a range of marketing, sales, and customer support use cases. Salesforce has already released a number of specialty agents that are ready to use right away and require a little tweaking. We'll be discussing two of them. Einstein Sales Development Rep (SDR) Einstein Sales Coach Einstein SDR Agent Einstein Sales Development Rep (SDR) agents are digital employees who are capable of interacting with incoming leads and maintaining a pipeline around the clock. By using internal CRM and harmonizing external data through Salesforce's retrieval augmented generation (RAG) service, these agents are able to produce completely contextualized, reliable, and useful responses. Because of this, the agents are able to engage with several leads in a number of languages and over multiple channels. By doing time-consuming sales tasks, SDR agents free up time for salespeople allowing them to focus on their core competency, which is establishing profitable, long-term relationships with customers. Capabilities of Einstein SDR Agents Manage tedious, repetitive sales tasks. Evaluate questions from leads to craft contextual and relevant responses and recommendations. Determine and initiate routine tasks on its own (e.g., setting up meetings, addressing minor grievances, answering product inquiries, offering educational or instructional material). Einstein Sales Coach Salesforce's Einstein Sales Coach Agents drive training and upskilling of your sales force. Einstein Sales Coaches, purpose-built to drive professional growth of sales teams, provide sales professionals with a flexible environment to practice conversational skills, prep for calls, and model sales conversations. Sales coaches can simulate real-world dry runs that enable your staff to better prepare for human engagement and hone their customer communication skills by utilizing text-to-speech conversion to interact with sales representatives by utilizing real customer data (such as deal, account, and prior interaction information). Capabilities of Einstein Sales Coach Augment role-playing by leveraging deal and customer data.  Give unbiased feedback during calls. Simulate typical sales interaction scenarios such as making a pitch or negotiating with a customer.  Building an Agentforce Agent Einstein Agents, like all Salesforce products, are intended to be easily accessible. With basic platform expertise, these agents can be easily created in a zero-code environment with little training. Companies can build agents for a wide range of use cases in sales, marketing, and customer support. For all agents, we recommend the following 5 steps: Establish Clear Roles – Focus on the use case and the goal that the agent will serve for your company. Establish themes, KPIs, scope, and boundary conditions for the agent's actions. Identify Critical Data – Determine which data the agent will require to properly accomplish the intended actions. Determine whether your data is comprehensive and suitable for agent usage. Define The Operational Perimeter – Establish operating guidelines for agents by specifying fundamental instructions for each use case. Define Clear Actions – Leverage Flows and Prompts and use Apex to create automation that your agent can use to fulfill its objectives. Select Channel – Connect your Agent to the relevant channels (website, app, portal, etc.) so that they can execute their assigned tasks. Accelerate Agentforce Powered Sales with Girikon. Agentforce promises to transform how businesses go about everyday sales operations and Girikon is ready to help you seize the opportunity. We have a team of experts powering our AI & Data practice and have put together a team of certified Salesforce consultants with extensive cross-industry experience across multiple Salesforce products. Girikon can deliver: Intelligent agents that are strategically deployed within your Salesforce eco-system and current tech stack. Rapid deployment of AI-powered agents that are customized to your business requirements, linked with Salesforce products, and configured for scalability. Comprehensive knowledge transfer that allows your team to manage Agentforce agents with confidence. Ongoing assistance to ensure continuing optimization of your AI agents after deployment to deliver long-term value. AI Discovery Workshops to assess your organization’s readiness to adopt AI agents and explore tailored options for further efficiency. As a certified Salesforce Consulting partner with over 400 certifications, our global team is well-equipped to assist organizations with implementing and integrating Agentforce seamlessly into their existing sales operations. We provide the following services: Agentforce Setup: We'll help you set up and configure Agentforce to match your specific sales requirements. Sales Process Optimization: Our consultants will collaborate with your team to refine your sales processes and ensure seamless integration with Agentforce. Training and Support: We will design extensive training and support programs to ensure that your sales team is empowered to make the most out of Agentforce. Our experts are here to help. If your organization wants to get started with Agentforce, book a meeting today!

Businesses that have moved to Salesforce have witnessed average growth of a staggering 25%. Consequently, it is fair to conclude that Salesforce is without a doubt among the best CRM platforms available today. Businesses of all sizes, emerging or established, are utilizing Salesforce to open doors to previously unheard-of growth. And this is made possible by working with a trusted Salesforce Consulting Partner. 7 main advantages of hiring a Salesforce consulting company. Save time and resources and find the ideal solution for your company's needs. Time is a key component of every facet of your business's growth, including developing growth strategies, establishing quantifiable targets, and determining whether to assign work to after-sales support teams. Salesforce professional services may provide your company with strong solutions that are customized to your unique needs, increase overall efficiency, and bring in new business. Consultants possess a thorough understanding of the technical aspects involved in the salesforce implementation process. They excel at assisting you in establishing the benchmarks required to monitor the progress of your CRM deployment in order to meet your objectives. Effortlessly Manage Your Sales Pipeline Sales reps can more easily discover the initiatives that are bringing in more business and closing transactions for your company by using the sales pipeline. Therefore, having a well-established sales pipeline in place is key, and it's even more crucial that it be automated and efficient. But how can this be accomplished? You can accelerate lead generation and customer acquisition while also strengthening your sales pipeline by collaborating with a trusted Salesforce development partner. Assess Your Processes and Approach It's fantastic to have a great idea. However, assessing its viability is crucial because it has the power to create or destroy your company's value chain. Massive amounts of data are being thrown at businesses nowadays, often making it impossible for them to act on it quickly. Thus, if you seek assistance from a knowledgeable business that can clear up any uncertainty or worries you may have about your processes during the Salesforce deployment, you will be able to break through and make progress. Salesforce consultants can benefit your company in ways you can't even begin to comprehend, from objectively assessing your ideas, strategies, and plans to assist you in finding better answers for a variety of unforeseen problems. Understand the Customer's Vision Every company is focused on its customers. Customers are expecting more from businesses in this fast-paced environment, which pushes them to innovate and offer more practical solutions. A long-term business strategy requires a thorough understanding of your client's needs. But how can you efficiently meet the needs of your customers? You can get a comprehensive view of customers by utilizing Salesforce to its full potential with the help of a Salesforce consulting provider. Salesforce is an amazing tool that helps you understand your customers' purchasing habits across multiple channels and touchpoints. It can give you deeper insight into your customers’ needs. Salesforce consultants can identify specific details that might overlook. Their services can improve your customer experience and provide you with a competitive edge in the industry. Working with a Salesforce partner empowers you to deliver exceptional cross-channel customer experiences. Maintain Technical Relevance Different businesses have different solution needs.  This is due to the fact that each company has its own unique set of goals. Staying up to date with the latest technological advancements is imperative if you want to boost productivity and deliver exceptional customer support. Engaging the services of a Salesforce specialist can assist you in determining which version of the IT platform best fits your needs and will enable you to accomplish your objectives and run your business more efficiently. Update Salesforce On the Go The business world is very dynamic. Salesforce's product designers are aware of this. To help businesses stay current throughout this constant transformation, Salesforce releases updates on its platform 3 times a year.  Salesforce consultants assist you in efficiently and economically implementing updates to the platform. They understand the value of every upgrade because they work with a wide range of clients across multiple sectors. Because of this, they can apply the upgrades as and when your company needs them. Simplify Forecasting and Reduce Risks Any firm that wants to succeed must forecast sales and foresee potential threats. It can be difficult to quickly create thorough reports about risk factors and sales, though. Salesforce consultants can help in this situation. They help in the creation of appropriate frameworks for sales forecasting that take consumer behavior and market dynamics into account. Additionally, the consultants assist you in customizing different Salesforce reports to obtain up-to-date information that enables you to improve. Role of a Salesforce Consulting Partner Salesforce is only useful when it is implemented by an expert. This is because they have a thorough understanding of the platform. Depending on your needs, you may or may not hire a Salesforce Administrator, but only an expert consultant can assist you in selecting the best tools for the job and making the most of them. The ideal Salesforce consulting company will evaluate your business goals in detail. Following evaluation, the consultant would suggest the best options for you and offer additional services and training. Learn the Fundamentals of Salesforce. If you are a decision-maker in your company, you are aware of the challenges of doing business. You ought to be aware of the issues that you hope to resolve with Salesforce. The official Salesforce website does a decent job of describing its offerings. This data assists you in communicating your requirements to the Salesforce development partner. Therefore, conducting in-depth research about the Salesforce platform should be a priority for you. Establish Goals and Expectations. Getting the most out of Salesforce requires conducting thorough research and having a clear understanding of your business goals. However, if you have unrealistic expectations, you will either underuse the platform or demand a lot more in a short amount of time. Setting the proper base is therefore essential. This would cover your business goals for the following years, as well as any challenges, financial planning, deadlines, and important roles. 10 Pointers to Help You Select the Best Salesforce Consulting Partner Value Experience Experience is something that one accumulates after working on different projects over time. You might get a decent idea of the consultant's experience and knowledge by having a thorough conversation with them. While hiring a Salesforce consultant with extensive knowledge in your industry may be your first instinct, this is not the only thing you need to do to guarantee your success. Your ideal partner should be one with a variety of industry experience. Set the expectations before starting out. Salesforce Certifications Matter This is when the Salesforce research would come in handy. What is the tier of your partner? Is it Silver, Gold, or Platinum? This will give you an idea of what is their level of specialization and expertise. Through the Salesforce Partner Ecosystem, Salesforce offers various certifications to people and businesses according to their expertise and skill level. Being aware of certifications and consultant tier levels will enable you to choose the ideal partner. Check Online Reviews One of the best ways to make sure you are speaking with the correct people is to look up reviews of the candidates you are considering hiring. If you're looking for honest and transparent reviews and feedback from customers regarding consultants, Salesforce AppExchange is a fantastic place to start. Numerous other significant details regarding the business, including its experience, certifications, and areas of specialization, will also be disclosed to you. Google reviews and social media pages are helpful places for finding reviews. Prioritize quality over quantity You will have many options to choose from with a mix of experience and price, particularly ones available at very low costs. However, such a one carries a greater risk of failure. Not everyone who can implement Salesforce solutions can work as a consultant. A consultant is an expert at understanding your needs and developing solutions that are specifically tailored to meet those needs. Avoid Order Takers Salesforce developers who only follow your instructions lack the necessary knowledge and infrastructure required to assess the project you want them to work on. They work as coders only. A consultant would not agree with you, would solicit your input as needed, and would design the best course for success. Although consultants can be costly, the alternative could completely ruin your project and drive up expenses even more. Team Size and Individual Skills Every company has unique needs, necessitating a team with a variety of Salesforce expertise. Verify that your consultant has a team with the necessary expertise and qualifications for different Salesforce products, such as Sales Cloud, Service Cloud, Mulesoft, etc. It shouldn't be a – one guy handles everything scenario. Understand Their Project Management Approach It would be ideal if you felt confident in your consultant's ability to complete the job and value your feedback. You can always ask to see a demonstration or get a thorough explanation. Understand Their Support Structure Salesforce is a continuous endeavor. You might need help with numerous apps, maintenance, updates, and troubleshooting. Your consultant needs to be available to help you at all times. This is another justification for the need for a sizable crew. Training ought to be part of the support system whenever it's needed, such as following an update or installing new software. Identify key roles You might need to establish some internal roles with your consultant. Prior to collaborating with the consultant, you should make a decision on these crucial roles. Some of these roles are: Domain Expert   Data Architect Change Management Consultant   Project Management Project Administrator Establish a committed relationship Salesforce is a long-term commitment where your CRM develops, evolves, and becomes better together with your company. Salesforce releases 3 updates every year. Add to it the ongoing requirement for support at different phases and troubleshooting. Because of this, companies seek out long-term partnerships with their consultants. Girikon is a Gold Salesforce Implementation Partner with a global presence. We have over 400 Salesforce certifications and our teams have implemented multiple projects successfully across 4 continents. Salesforce stands for customer happiness, and we live by this motto.

Integrating Salesforce with HubSpot allows organisations to take full advantage of HubSpot's amazing marketing automation tools as well as Salesforce’s robust CRM functionalities. Whether you are in marketing, sales or customer service, this integration can transform the way you work every day and help your business scale in the long run, especially if you get help from an experienced and dedicated Salesforce and HubSpot consulting partner. Single View of Customers One of the main benefits is enhanced data visibility. With HubSpot and Salesforce syncing, all customer interactions – from notes, email opens & responses to form submissions and page view – are logged in one single source of truth. This consolidated view provides a complete picture of each customer’s journey, enabling your team to make more informed decisions, produce more personalised communications and deliver support and outreach faster. Streamlined Lead Management Another major advantage is optimising the lead management process spanning across your marketing and sales teams, especially when your organisation uses HubSpot marketing automation to capture leads and Salesforce CRM to manage and nurture those leads into customers. Salesforce and HubSpot’s two-way sync means that changes, such as new contact details or lead status changes, are immediately updated on both platforms, allowing team members to access accurate and up-to-date data to take timely action. Synergy between Departments Moreover, the integration improves collaboration among all divisions within your company. Marketers, sales reps and support agents can work collaboratively towards their individual and shared goals. For example, support agents can view and track customer issues and inquiries to provide relevant assistance. They can use that data to collaborate with the sales team, alerting them if a potential deal is at risk due to an ongoing issue. If a lead is considering an upgrade or additional service but is facing a service-related problem, sales can delay outreach until the issue is resolved, ensuring a smoother conversation when the time is right. Enhanced Productivity Last but not least, your organisation will enjoy a productivity boost, thanks to both CRMs’ automating power. Salesforce Flows and HubSpot Workflows can trigger actions based on specific customer interactions. Besides, both systems help users auto-log emails, calls as well as recipients’ interactions, e.g. opens, clicks, and replies. Using HubSpot and Salesforce in tandem reduces the amount of time-consuming repetitive tasks, such as lead assignments and data updates that your sales and service staff have to do while still ensuring that prompt follow-ups and personalised support are provided. As a result, your team members can have more time for strategic tasks, such as closing deals and building rapport with customers. In brief, HubSpot and Salesforce integration provides a powerful way to align marketing and sales with service and drive business growth through better data visibility and automation. As your trusted CRM partner with expertise in both CRMs, Girikon offers HubSpot and Salesforce integration services that can help you harness the full power of your systems and unlock the full potential of your business.