Categories Salesforce

Salesforce Lightning developers/Tech Leads/Architects

We are currently looking for multiple Salesforce Lightning developers/Tech Leads/Architects. We need a person with following skills:

• Strong JavaScript experience
• Strong Development experience with Salesforce Lightning
• Lightning experience including implementation in at least 1 or more projects AURA framework experience
• SLDS implementation experience
• Strong Experience with SOAP/REST services, Asynchronous
• Experience designing and implementing technology-enabled business solutions
• Architect complex CRM solutions
• Manage onshore/offshore dev teams
• Desire to learn additional in-demand applications on the Salesforce platform such as Einstein, Marketing Cloud, etc.
• Should be able to work independently and collaboratively in creative Agile environment
• Strong problem solving and troubleshooting skills
• Experience with Javascript MVC frameworks, CPQ solutions, marketing automation solution would be a great addition
• A Bachelor’s degree or comparable work experience

 We would love to hear from you and know more about you. Please send your resume to HR.

Categories Salesforce

Ultimate Guide to undergo successful digital marketing.

Digital marketing is becoming complicated but essential wouldn’t you agree?

Now, That’s why we put together this Digital Marketing guide.

“Marketing used to be considered an Art, but nowadays, it’s a more of a Science.”

If you can master both the art and the science of Digital marketing then you are bound to be successful.This guide is divided into key sections that address each Digital Marketing focus area that you should be aware of and perfect as you reach out to your prospects and community at large.

So let’s get started!

Here’s what’s inside:

Part 1

How digital marketing is different than traditional corporate marketing

Now Firstly Let’s talk about What is Digital Marketing?

Digital marketing is any online activity with the intention to:

  1. Grab attention of your visitors
  2. Drive people to your website
  3. Convince those people to join your email list, buy your product, or download your app

Unlike traditional marketing, digital marketing is measurable. Which means you can identify what’s working, do more of it, and stop wasting time on failed campaigns.

Digital Marketing begins with traffic and when it comes to driving Traffic we tend to do these two common mistakes:-

1- We Don’t Try Any Traffic Strategies: We think our material should “sell itself.” It’s great, so people will just naturally find it…right!? We write posts that should go viral, that should inspire people to share, that should lead to people flooding our site and paying for our services. But the truth is, it just doesn’t work like that. We need to be active about promoting our material by getting it in front of our ideal audience.

2-We try every traffic strategy: It’s easy to get sucked into the digital marketing vortex :- SEO, PPC, Twitter, Snapchat, Affiliates you name it, there are some “gurus” out there telling you it’s the ONLY way to make money. “Get on board or you’ll be left behind!” The result is that we spend our time (and our money) in an ad-hoc fashion chasing the “next big thing” in digital marketing.

Neither plan is bound to work. But focusing on a few key strategies can take a small blog that nobody reads and turn it into a multimillion-dollar business.

In this guide, I’ll show you how to be strategic about digital marketing. You’ll discover how to start with the fundamentals, and scale up as you grow.

Part 2

Your 3-Step Digital Marketing Plan

So the 3-Step Digital Marketing Plan Consists of:

Step 1: Know who your customer is

A huge mistake is “trying out” digital marketing. It’s easier to set up a bunch of websites and landing pages and Google Analytics than to actually understand people. But when you create a digital marketing plan and understand your customer upfront, everything becomes easier:

  • You know exactly what to publish on your blog every time you sit down to write.
  • You instinctively understand the perfect audience of buyers for your ads.
  • You naturally start to form relationships with bigger businesses, creating profitable partnerships almost effortlessly.

So, Let’s Talk About A Strategy Called Immersive Strategy 101:-

There are three ways to get inside your customer’s head-

  1. Keep a running list of every time someone in your market mentions something about the following: a pain point, a fear, a hope, a dream, an obstacle. These are the deep emotional words and phrases that give you a clear picture of your market.
  2. Use a variety of sources when researching your market — Google searches, articles, Amazon reviews, Q&A sites like Quora and Reddit, and 1-on-1 conversations with people.
  3. Be playful and approach research with “a child’s mind.” What we mean by that is, be open to whatever you may find — gather notes on things like interesting phrases you find or surprising admissions from your market.

This sounds easy, but it’s not. However, the longer you practice the Immersion Strategy, the faster you’ll be able to speak to your customers in exactly the language they understand.

Step 2:Set One Goal

The way to grow is to focus on the ONE result you want from your marketing plan. Do you want:

  • To grow your email list?
  • Make more sales?
  • Snag a high-profile speaking gig?

Once you Set in on ONE goal, what you need to do to get there becomes much easier to figure out.

Step 3: Work backwards from your goal

Once you know your market, know your goal, and know what to focus on, it’s just a matter of simple math to create your digital marketing plan.

Let’s say the following two facts are true:

  1. Your goal is 1,000 new email subscribers in one year
  2. Currently you are getting an average of 10 new subscribers per week

At the current rate, you’ll get 520 subscribers if you continue doing what you’re doing now. (10 subscribers/week x 52 weeks per year).

So to reach your goal, you need to essentially double your current subscriber rate.

To do that you have 2 options:

  • Double your conversions (meaning twice as many of the people that visit your site opt in to your list)
  • Double your traffic (meaning more total people land on your site each week)

Part 3

Role of Social Media in Digital Marketing

1: YOU GET TO SEE YOUR TARGET MARKET CLOSE AND PERSONAL

Through social networking sites, you can directly interact with your customer base. You read their status updates and tweets to get into their day to day lives. As a result, you can manage your marketing strategy also. Additionally, we at #CloudFountain advice our customers to integrate social media with their CRM, e.g. enable social accounts in Salesforce.

2: IT WILL GET YOU MORE SALES

When you stay in front of your customer base, they are more likely to buy from you. Social media marketing does not just keep your companies name in front of your target audience, but also gives you the opportunity to give them incentives to buy.

3: INCREASED BRAND RECOGNITION

Social networking sites are very important for your business because it makes your business easier and more accessible for new customers and makes you more familiar and recognizable for existing customers. Social networking sites are the new channels for your company’s voice and content.

4: MORE OPPORTUNITIES FOR CONVERSIONS

When you make a post or update your status on social networking sites is an opportunity for customers to convert. Your every post, status update, image or comment you share is a chance for someone to react, and every reaction could lead to a site visit and eventually a conversion. Not every reaction could lead to conversion, but every positive interaction may lead to conversation.

5: SOCIAL MEDIA IS A TOOL TO RESEARCH

Research carried on customer insights that people are more loyal to brands that have an improved social media presence. It is because a socially active brand relates to its customer well. In order to relate, the customer who needs to understand your brand well needs to understand yourself well. So, you need to be active in social media to make your brand well defined. The more value you create for your audience more defined the set of definition goes. So, you need to be active on social media. The more your brand is active, more you gain on values. A socially active brand usually make it to the top of the mark.

This was the guide to a successful digital marketing strategy plan. Let us know about your experience while implementing the strategies and we will be eager to answer your queries. We at #CloudFountain Inc. are happy to assist with your digital marketing strategy and CRM practices.

Categories CRM

Introduction to Marketing Automation

What is Marketing Automation?

Marketing is a process that cannot be done by just sitting in one place. We need to attend meetings, send out a bunch of e-mails, set up some blogs which cannot be done in one day because it’s stressful, tiring until a solution was introduced which not only takes a little bit of weight of our shoulders but also makes our marketing process task-free, and this solution is Marketing Automation.

To be precise, Marketing Automation is a software that automatically does your tedious marketing tasks. It is designed to make your tasks as top priority and executes it in a more efficient and streamlined. Introducing Marketing Automation doesn’t make you jobless or less useful in the field instead it helps you be more effective and reach your goal faster. It will not jeopardise the contents that you are producing. The final goal with marketing is to produce more revenue for the company that you are working for and in order accomplish this we need customers. We need to drive traffic to our website, convert traffic into leads and close those leads into customers. Marketing Automation solutions makes the conversion and the closure stage of this process which in turn makes it easier for you.

Today every marketer relies on emails to do marketing and generate results. In order to make prospects and customers purchase they send email after email to their entire list hoping that the email might resonate with some of their prospects and customers and makes them buy. But marketers are just wasting their valuable time and money to people who are not interested for worse all it does is annoy them and that’s an ineffective way of doing marketing. But if we use the Marketing Automation Program, it will help to feed your prospects through the entire buying process delivering highly-targeted, personalized messages that address their specific barriers to purchase.

As shown below, following tasks can be automated by Marketing Automation solutions:

  • The marketer sends an email asking to download his/her latest e-book to a certain list of targeted contacts.
  • Later he/she sends a thank you note to all the contacts that downloaded the offer.
  • After some days are passed the marketer sends a follow up email offering a case study relating to that topic.
  • Finally, when someone downloads that case study, the marketer’s sales team will get the notification so they can follow up with them.

Now imagine yourself in your customer’s position. Wouldn’t you rather receive information about the products /services from the company like the emails above, instead of the emails that you know that being sent to thousands of other people? So the emails like above feels personalized and makes the company trustworthy and ultimately more likely to buy. It’s really hard to sell and close contracts with customers. By introducing new revenue many companies forget about their customers. It’s easy to sell to a customer who has already bought some products from your company. You can also provide contents to people who are looking for. Keep those customers engaged by giving them segmented content and convince them to keep purchasing.

That’s Marketing Automation in a nutshell. It has the ability to target your contacts and sends them content based on their likes and dislikes. You are feeding them information that is necessary for them and not useless information that will just end up in spam. You are making it less stressful for yourself and the buyer as well as increasing revenues for the company. Marketing Automation is not only about selling, it’s also about nurturing your prospects.

CloudFountain Inc. team has successfully implemented solutions integrating Marketing Automation solutions like Pardot, Marketo with CRM applications like Salesforce.com. We are glad to say that we have been successful in demonstrating tangible and measurable results by providing these solutions.

We have provided solutions and solved problems such as:

  • Implement Marketo/Pardot
  • Integrate with Salesforce.com
  • Reduce duplicate data
  • Create a Closed-loop marketing process to provide measurable results for marketing efforts
  • Provided Digital Marketing + Marketing Automation + CRM solution

As always, your feedback is invaluable. If you need any help with Marketing Automation solutions, integrating with CRM applications, issues with duplicate data in the Marketing Automation tools and/or CRM applications, we will be glad to help with our past experience helping our clients solve such problems.

Categories Salesforce

Amazon Connect Integration with Salesforce Service Cloud

What is Amazon Connect:

Amazon Connect is a cloud-based service made to simplify your contact center needs. With Amazon Connect, companies can improve their customer service experience at a lower cost while being able to scale with business needs. The Amazon Connect CTI connector brings the power of Amazon Connect to Salesforce Service Cloud.

Sign Up for an AWS Account

  1. Visit https://aws.amazon.com/
  2. In the upper-right corner, click Create an AWS Account.
  3. Complete the form and click Continue.
  4. Select Personal Account and fill in your contact information.
  5. Click Create Account and Continue.
  6. Next, enter your payment information. Don’t worry, you use only Free Tier services, so if you follow the project steps, you won’t be billed.
  7. Click Continue

Complete the Verification Process

  1. Enter your phone number and the security check characters, then click Call Me Now. The Identity Verification screen displays a PIN.
  2. When you receive a phone call from AWS, enter the PIN.
  3. Click Continue to select your Support Plan.
  4. Leave the default selection and click Continue.
  5. Wait a couple of minutes for account creation to complete on the back end, and then click Sign in to the Console.
  6. If prompted, enter your email address and password.

Set Up Your Amazon Connect Instance

    1. From the AWS Console dashboard, click All services. Under the Customer Engagement category, click Amazon Connect.
      Note: Amazon Connect isn’t available in all regions. If you’re not currently in one of the available regions, you’re prompted to select one. Amazon Connect is currently available in Asia Pacific (Sydney), EU (Frankfurt), and US East (N. Virginia).

 

    1. Click US East (N. Virginia).
    2. Click Get started.
    3. On the Identity management page, make sure Store users within Amazon Connect is selected.

 

    1. In the Access URL field, enter a unique value.
      Note: This value becomes your instance name. Write this and the resulting access URL down. You need them later in the project.
    2. Click Next Step
    3. On the Create an Administrator page, make sure Add a new admin is selected.
  1. Complete the form to create your admin account. Make note of the admin username and password you choose. Then click Next Step.
  2. On the Telephony Options page, make sure both boxes are checked, then click Next step.
  3. On the Data Storage page, click Next Step.
  4. Review the information on the Review and Create page, then click Create instance.

In a minute or so, you’re able to start using your Amazon Connect instance.

Note: Write down your access URL, since you need it later.

Configure Your Amazon Connect Instance

    1. Click Get started.
    2. You’re directed to your access URL. Click Let’s go.
    3. We need a phone number to make use of Amazon Connect’s features, so you’re presented with a couple of options to select one.
  1. From the Country dropdown, select United States.
    Note: If you select another country, make sure you know your country’s dialling prefix and two-letter code.
  2. In the Type dropdown, make sure Direct Dial is selected.
  3. Select a number from the Phone number dropdown.
    Note: Write down this phone number. You need it later.

Test Your New Instance

You can now make inbound and outbound calls. If your browser asks to use your computer’s microphone, allow access. You also see the Contact Control Panel, and if all permissions are set, it looks like this.
Now test your calling capabilities.

    1. Use another phone to call the number you claimed.
    2. Listen to the options, then press 1 for an agent. Your Contact Control Panel indicates that your call center is receiving an incoming call.
  1. Click Accept call.
  2. Click End call. The Contact Control Panel switches to the AfterCallWork mode, which gives the agent time to finish up actionable items.

Let’s try outbound call
a. Click Dial number.
b. Enter a phone number where you receive calls, then click Dial.
c. When your phone rings, answer it. You can hang up your phone or click End call in the Contact Control Panel.

Create an Additional Agent Profile

We have just a few more steps to finish configuring our Amazon Connect instance. We’re going to integrate with Service Cloud, so it can help to create additional agents. These agents can be selected by your user profile in Salesforce.

    1. In Amazon Connect, click the Users icon in the left navigation, then click User management.
    1. Click Add new users.
    2. Make sure Create and set up a new user is selected, then click Next.
  1. Fill in the new user form. For this agent profile, choose a login name that is different from the username you chose when you set up your admin account. Write down the agent login name and password, as you need that information in the next section.
  2. For Routing Profile, select Basic Routing Profile.
  3. For Security Profiles, select Agent.
  4. For Phone Type, make sure Soft phone is selected.
  5. Click Save.
  6. Click Create users.

Amazon Connect CTI Adapter for Salesforce

  1. In Setup, navigate to the Amazon Connect CTI Adapter listing on the AppExchange.
  2. Click Get It Now.
  3. When prompted to log in to Salesforce, Click Install in Production.
  4. Agree to the terms and conditions, then click Confirm and Install.
  5. Select Install for All Users, then click Install.
  6. Click Done

Configuring the Amazon Connect CTI Adapter

    1. Setup | Call Center | click the name of your new call center | Click Edit
    1. Under Amazon Connect Information, In the Amazon Connect CCP URL fieldreplace YOURINSTANCENAME with your Amazon Connect instance name. 

  • Click Save.

 

Since you’ll be placing a call, you need to add yourself as a call center user. This gives you the ability to see and use the phone icon and other features.

    1. Click Manage Call Center Users.
  1. Click Add More Users.
  2. Set search criteria to find your own Salesforce user and click Find.
  3. Select your user, and click Add to Call Center.

Now let’s whitelist your Salesforce Visualforce domain within your Amazon Connect’s Application integration. Find more information about whitelisting on the Amazon Connect Streams documentation.

  • In Salesforce Setup, type visual into the Quick Find box, then click Visualforce Pages.
  • In the Name column, click the link that ends in “_Lightning” where the Namespace Prefix is amazonconnect.
  • Click Preview and copy the URL from the address bar in your browser.
  • Navigate to Amazon Connect (under Customer Engagement in All Settings), and click your Instance Alias (not the Access URL).
  • On the left-hand pane, click Application integration.

Add Phone Panel to the Service Console Utility Item

  1. In Salesforce Lightning Setup, enter app manager in the Quick Find box, then click App Manager.
  2. Next to Service Console, click the down arrow, and click Edit.
  3. In the Edit App screen, click Utility Bar in the upper navigation bar.
  4. Next to Utility Bar Items, click Add.
  5. From the list of components, click Open CTI Softphone.
  6. Click Save, then click Done.

Testing

Open any salesforce account record, enter the phone number, the phone dial widget would appear. Click on that to initiate the call.

Note: It may take up to 30 minutes for the phone dialler to work.

To learn more about Amazon Connect and Salesforce Integration: Click the below link

Categories CRM

A GUIDE TO MARKETING AUTOMATION

What is Marketing Automation:

Marketing automation is a process where a software platform helps you to automate your marketing and sales engagement to generate more leads and take better measures for marketing success. It automates and measures marketing tasks and workflows so that companies can increase operational efficiency more effectively and grow revenue faster. It replaces old manual and repetitive marketing processes through gearing more efficiency and effective progress.

Why use Marketing Automation:

  • Builds trust with your audience: Trust is one of the very important reasons why a customer chooses any company to buy any product or have any services.An automated marketing campaign that is pre-programmed into the system can help build trust in your product or service much quicker than the traditional routes.
  • Build interest in your product or service: Constant marketing and awareness are very important for developing a brand into a known and successful venture. The issue comes where companies are not being able to reach and scale every lead and follow-up. Automation of your marketing helps to get higher level of consistency and it is achieved along with an increase in the conversion rate which must be implemented properly.
  • Helps after service customer retention and generate more leads: Customer Retention has been proved to be much cheaper than acquiring new customers and hence should be very important for every company. Post sale or providing service, it is very important to conduct a customer review. 88% customers trust online reviews as much as a personal recommendation. When the service or the product has been delivered, it’s the perfect time to be asking for a review and introduce the customer to your referral scheme. Marketing automation also helps here with several customer management and referral services to enhance more and more lead generation.

Role of Marketing Automation and how can it help you:

Marketing Automation helps you in:

  • Generate more lead
  • Prioritize leads
  • Nurture those leads to a sales-ready state
  • Management of all digital marketing campaigns
  • Generate report on lead efficiency rates.

Who should use Marketing Automation:

Marketing automation is for the companies with a large number of leads and follow-ups often tend to mess up with the database or gets misleading which in turn compromises marketing goals. Hence, marketing automation helps to control and manage a big amount of marketing workflow for these companies.

It is even very important for the people with small companies having a few leads and follow-ups. Marketing automation helps them nurturing and generating more leads and follow-ups for them in a very cost-efficient manner in a very efficient and effective manner. Hence, no matter if it’s a large or a small scale company, marketing automation is for all, and if implemented correctly can be a very powerful tool.

Benefits of Marketing Automation:

  1. Lead Nurturing: Set-up customized, automated engagement tracks that free up time to focus on important leads, preventing early-stage leads from slipping through.
  2. Easy Data Collection: Easily collection of important data prospect information using forms and custom landing pages.
  3. Cost Efficient: Automating repetitive tasks will help improve productivity and efficiency in an effective manner without engaging and hiring more and more people to manually work upon it.
  4. Enhances Communication and Collaboration: All the communication and collaboration is automated and hence companies no need to rely on employees for constant follow-ups.
  5. Lead analytics: No longer chasing down dead ends. Automated analytics shows leads having interest in you, and follow up with only those generated better customer turn-ups.
  6. Overall Analytics: Gives you overall analytics that generates reports including how well marketing automation campaigns are working, and where leads are coming from.

Challenges of Marketing Automation:

Ref: https: //www.i-scoop.eu/marketing-automation-fails-role-vendors-content/

Important statistics of Marketing Automation:

Ref: https://www.marketo.com/marketing-automation/

95% of companies reported some benefit from marketing automation. They found that companies can expect to achieve an increase in marketing staff productivity between 1.5 and 6.9% and increase sales productivity by an average of 4%.

Important Steps to perform while doing Marketing Automation:

  1. Create targeted content that directly addresses your customers’ demands. That content should be extremely high-quality, entertaining, engaging, & shareable.
  2. As you build out marketing automation strategy, you will learn more about your leads. Use this information to empower your company to re-invest that data into refining your marketing strategy. Use marketing automation software to streamline this process.
  3. Update regularly to market trends for your marketing and analytics software to communicate effectively with each other. This integration will help ensure that your brand is delivering the right marketing messages to the right audiences at the right time.
  4. Build qualified and targeted traffic to be successful in their marketing. We want to attract audiences who will ultimately become happy, long-term customers (who will refer other customers).
  5. Once you have visitors on your portal, the next step is to convert them as customers. Start collecting information about them. Once you start building an organic customer content, you can start reaching out to your customers and prospects in a better way so that you can re-engage them through your content.
  6. Make sure to maintain relationships with customers for various long-time benefits.

Closed-Loop Marketing

What is Closed-Loop Marketing?

As per Hubspot, Closed-Loop Marketing is a process by which Sales reports back the status on the leads generated and provided by Marketing.

In the scenario of Marketing Automation + CRM(Salesforce.com) environment, a solution should be provided which is based on integrating both the systems and applying Analytics and Reporting on top of it to provide a feedback to Marketing department about the leads they provided to Sales in the CRM. In the absence of a Closed Loop Marketing solution, Marketing department never receives the feedback on the leads they provided to Sales and thereby cannot improve their processes or the quality of leads.

Integrating Marketing Automation with CRM for Closed-Loop Marketing:

Important Checkouts:

  • Marketing automation should be—first and foremost—driven by value.
  • Care about your customers. Send them marketing messages that generate interest.
  • Always be looking for opportunities to listen to feedback.
  • Stop promotional blasts, and focus on ways to pull audiences close to your brand. Marketing automation means targeting the right users with the right message at the right time in their buying journeys, hence avoid spamming.
  • Monitor and analyze feedbacks on regular basis with an objective eye.
  • When executed well, marketing automation can help build strong prospect customer relationships. Depending on your company’s marketing model, a single lead can be worth upward other million leads.

CloudFountain Inc. is CRM consulting firm with expertise in providing CRM+Marketing Automation solutions for SMB clients. We would be extremely glad to receive feedback from you.