Maximize your ROI

Salesforce Features That Can Maximize Your ROI in 2022

Salesforce has remained at the forefront of CRM technology with its feature upgrades. As digitalization keeps spreading, an increasing number of businesses are turning to digital selling to stay competitive. As a result, there is a noticeable surge in Salesforce consulting and implementation for businesses. 

Salesforce continues to bring new features and products to the market year after year. Salesforce is unique in that it regularly releases new feature sets for enterprises. Several versions every year, new features, convenience, the list goes on and on.


With such innovation, those who use Salesforce technology must continue to explore ways to stay ahead of the curve. For many clients, the concept of evolution inside a Salesforce implementation needs information on how a Salesforce implementation can increase business ROI (Return on Investment). When considering ROI and how it affects the profit margins, two factors automatically come to mind: time and money.

Salesforce features that can help you maximize your ROI

The Salesforce platform is highly adaptable and adjustable, providing organizations and customers with a wide range of features. The list of features is broad.

Below are some of the top features that can assist organizations in optimizing their Salesforce implementation.

Lightning Page Performance for Productivity

Have you ever worked as an administrator or end-user in a Salesforce org where the lightning pages are neither inconsistent nor optimized?

Salesforce created Lightning Page Performance to address this issue. While working with Salesforce org, this powerful feature allows users to manage inconsistent not optimized lightning pages. The Lightning Page Performance tool is natively created with Lightning App Builder for doing all the analysis.

End users can execute their tasks much more quickly and efficiently by leveraging Lightning Page Performance and optimizing the location of the lightning component while avoiding distractions when opening several pages to complete their daily activities.

In-App Guidance for Engagements

Maintaining employee engagement involves processes that benefit them, from onboarding new employees to user adoption for systematic enhancements. Employees who work in complex sales and support cycles may find it difficult to remember all the steps required to complete the job.

The In-App Guidance feature helps employees navigate the system by providing reminders, tips, and gradual walk-throughs. You can also set this feature to display a floating message in the utility bar to track the effectiveness of your implementations.

Furthermore, this feature provides resources to users even before they notice they have a need, which helps increase the company’s ROI.

Salesforce Survey for Feedback

To maximize Salesforce ROI, a company must first understand where the opportunities for improvement exist. Long sales processes, product-related issues, slow response time, and others. However, analyzing the root of the problem is required before implementing change.

Salesforce Surveys allow you to implement a feedback collection strategy at any point in the marketing, sales, or support cycle. Salesforce Surveys includes a wide range of features, such as the ability to customize email templates for survey workflows (add rich text, images, and branding). Also, Salesforce Survey automate survey distribution to customers.

Social Studio for Marketing

Organizations use Social Studio to interact with prospects and customers on social media platforms such as Facebook, Instagram, LinkedIn, Twitter, and others. 

Moreover, Social Studio connects your marketing and sales team to customers. By allowing customers to communicate on their terms across platforms, this tool allows employees to develop both purposeful and personal relationships with them.

AI and Data-Driven Intelligence

Einstein, the AI-powered Sales Cloud, was released in 2017 to provide data-driven predictions, insights, and suggestions to assist in making better lead/sales decisions.It does this while continuously learning from your CRM data regarding team effectiveness, whitespace, and pipeline patterns. Consider the time, energy, and opportunity costs that Einstein brings to the table by automating data analytics.

360° View with Command Center

Salesforce developed another enhanced tool called Command Center to complement the Social Studio feature.

By aggregating all customer touchpoints and analyses into a single pane of glass, Command Center visualizes facts on how your customers interact with your brand. 

In addition, To do this, Command Center centralizes real-time data from Marketing CloudTM, Service CloudTM, Sales CloudTM, digital experiences, goods, and rivals to drive brand health statistics across all user interaction points.

Conclusion

Businesses must know how to utilize Salesforce features to boost business ROI. Salesforce ROI focuses on two key areas: growing revenue and lowering the cost of your investment. It would be beneficial if you ensure that you and your employees are doing all possible to fulfill both goals.

Our salesforce specialist can assist you in customizing the Salesforce infrastructure to meet your specific business needs.

What to Look for in a Salesforce Managed Service Provider? - Wahinnovations.com

What to Look for in a Salesforce Managed Service Provider?

If your business implements Salesforce CRM, you have the ideal tools to propel your organization forward. Salesforce implementation, on the other hand, is only the beginning. Many businesses invest significant efforts in adopting and customizing Salesforce but fail to maintain and improve it. As a result, there is a growing backlog of requests and projects, performance and compliance issues, difficulty moving to new technologies, unmet ROI, and a complex IT environment.

Furthermore, Salesforce Managed Service is an ongoing support and maintenance solution that keeps your Salesforce CRM in excellent health and in pace with your organization’s changing needs.

Factors to Look in for a Salesforce Managed Service Provider

If you’re considering choosing an MSP, there are a few key characteristics to look for during your evaluation:

Expertise

Consider things like, What types of projects have they worked on in the past? Does your MSP have a solid understanding of your industry? How many of their staff members is Salesforce certified?

How well do they fit in with your company?

Do they get your vision and objectives? Are they on board with what you’re working on? Are they proactive in coming up with ideas that show a thorough understanding of your business strategy and sector that they believe in the vision?

Cultural compatibility

Are they in line with your company’s culture and key values? Can you picture them working collaboratively and positively with your team?

Rapid Service and Response

Not only must your supplier be available at all times, but they must also respond rapidly to your requirements and difficulties.

Partnerships with Third-Party Vendors

Afterward, A managed services company can handle technology providers for you, saving you the work of tracking down many vendors for service and support.

In conclusion

The choice between building in-house and hiring an MSP can be difficult, especially if Salesforce is essential to your business. MoreYeahs, as a Salesforce managed service provider, assists organizations in maintaining and evolving Salesforce solutions to meet their business needs.

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Five Reasons To Implement Salesforce Document Generation Software For Your Business

Streamlining your sales activities is always a part of the process when striving to improve your organization. Learning the ins and outs of customer service software products will help you get the results you seek. Nothing beats a dependable Salesforce document generation software for getting the most out of your CRM. 

Here are five reasons why Salesforce document generator is the best option for your company’s documentation:

1. Acts As A Guidelines For Your Sales Team

Without leadership and order, a team is nothing. When you use a document generator, your team will have access to a better document workflow that optimizes the entire process. The document generator keeps everyone focused on goals and on track to meet their deadlines.

2. Salesforce Provide Strong Data Compliance 

Another advantage of using a Salesforce document generation tool is that your data will remain compliant. If you have specific standards or checks and balances in place, this uniform workflow will help you enforce them more effectively. 

3. Your Process Will Exponentially Speed Up

Your sales staff will spend significantly less time formatting, cutting, and pasting using a document assembly system and will be able to produce freely on the move. Whether you’re making graphical presentations or drafting a lengthy proposal or a basic contract, you’ll notice that stuff will move from concept to completion much more quickly and with fewer loose ends.

4. A Document Generator Support Your Team

The system’s characteristics allow new employees to get up to speed far faster than they would with only a training session or two. Each cycle of a document generator workflow serves as an on-the-job training course for new employees, and before you know it, they’ll be seasoned and ready to go.

5. It Allows You To Enhance Your Data Security  Efforts

You are helping to manage your company’s cybersecurity efforts by adopting document automation and assembly software. These systems allow you robust encryption methods and other safeguards to avoid breaches and malware. 

Finally, 

As you can see, using a Salesforce document generator will provide you with several advantages. Now that you’re aware of the advantages of employing document production software, you’ll need to invest in the ideal one and learn how to utilize it correctly. Mango Docs, a native tool of Wahinnovations, is the solution your firm has been looking for. For additional information and to schedule a free demo, go to https://www.wahinnovations.com/mangodocs

Best eSignature Software For Salesforce - Wahinnovations.com

Best eSignature Software For Salesforce

If you are a company of any size and want to drive your operations faster than ever before, the integration of service tools with your existing CRM will help in rapid growth. This blog will discuss how to use the Salesforce native eSignature tool to empower your company.

An eSignature is a digital version of your signature that is more secure, cost-effective, fast, and easy to use. In a nutshell, an eSignature (electronic signature) is a form of a signature that signifies acceptance of a contract or document. The use of an eSignature tool makes it easier to capture and securely store these types of signatures. It is easy to implement it by simply including an entry form in the document or contract.  eSignatures are legally binding and often used by businesses. To summarise, eSignature is fast, simple to use, more safe, customizable, and legal.

While we’re on the topic, let’s learn about Mango Sign by Wahinnovations, one of the best eSignature software for Salesforce.

Mango Sign, Best eSignature Software

Mango Sign is an eSignature tool for Salesforce, created by Wahinnovations. It simplifies the development of contracts and documents for signing. You can store signatures, log signatures in real-time, and request signatures from as many people as you need. Mango Sign has a variety of rich features, including the ability to automatically create contract agreements using Mango Sign Templates, customize agreements as required, submit agreements for signatures along with messages and reminders, recipients can sign on any device, payment collect option, and central administration for easy document navigation.

With the implementation of Mango Sign with your Salesforce CRM, you open many ways to simplify the eSignature process for your business team. It is easy to install, provides easy navigation, and is simple to navigate as no coding is required. You don’t even need a technical professional to use Mango Sign. 

Conclusion

Mango Sign is worth considering if you’re looking for a comprehensive contract and document management solution with an eSignature feature. You can visit https://www.wahinnovations.com/mangosign/ to know more. 

Best Practices of Salesforce Inventory Management App 2021 - Wahinnovations.com

Best Practices of Salesforce Inventory Management App 2021

Salesforce is a global market leader in customer management software. Every firm, big or small, should leverage the Salesforce inventory management app to keep track of their merchandise and perform many critical operations. The reason is that many of these organizations aren’t making the most of their inventory management. Customer relationship management (CRM) software often stores all of your company’s customer information in one location.

You should follow some best practices to guarantee your workflow is efficient and productive. Here are a few ideas to help you stay organized and manage your inventory as efficiently as possible using inventory management software Salesforce.

Understand Your Industry

As easy as this may appear, you must understand your company’s data and inventory flow. Once this is established then you can select an inventory management strategy, a count cycle that makes sense, and make other judgments.

Only The Best Products

Nothing annoys customers more than receiving broken goods. Implement a quality control system to monitor inventories for damaged goods to prevent this from happening in the future.

Optimization

Calculate your inventory turnover rate to see if you’re carrying merchandise that isn’t bringing in as much profit as it should. Divide the average inventory by the cost of goods sold.

Save Money Using Time Ordering

Materials should be ordered by manufacturing schedules. You can reduce resources without sacrificing quality by lowering the quantity of storage required and inventory kept on hand.

You should follow some best practices to guarantee your workflow is efficient and productive. Here are a few ideas to help you stay organized and manage your inventory as efficiently as possible using inventory management software Salesforce.

Understand Your Industry

As easy as this may appear, you must understand your company’s data and inventory flow. Once this is established then you can select an inventory management strategy, a count cycle that makes sense, and make other judgments.

Only The Best Products

Nothing annoys customers more than receiving broken goods. Implement a quality control system to monitor inventories for damaged goods to prevent this from happening in the future.

Optimization

Calculate your inventory turnover rate to see if you’re carrying merchandise that isn’t bringing in as much profit as it should. Divide the average inventory by the cost of goods sold.

Save Money Using Time Ordering

Materials should be ordered by manufacturing schedules. You can reduce resources without sacrificing quality by lowering the quantity of storage required and inventory kept on hand.

Conclusion

Because there are so many possibilities, it can be puzzling to choose one. For your company, we offer Mango Assets, a native Salesforce warehouse management or inventory management software. 

If you have any questions, please contact us at Wahinnovations or leave a comment below. We would be delighted to discuss how we can assist you with your CRM requirements.

Why Salesforce Commission Software is Important For Sales Organizations

Why Salesforce Commission Software is Important For Sales Organizations

Sales organizations are now using CRM solutions like Salesforce to manage the business on Sales Cloud. Salesforce is the best CRM for managing sales data and improving business accuracy. One of the most challenging challenges that a sales company, whether small or big, faces is managing the sales commission operation of their sales staff. Since Salesforce CRM contains all of the sales team’s data, it is simpler to monitor each member’s sales activity and measure commission accordingly. The method of estimating the sales team’s commission becomes easy, efficient, and accurate with the integration of separate commission software for Salesforce from AppExchange.

What Exactly does Salesforce Commission Software Do?

Salesforce allows you to create custom fields, formulas, and reports, but it does not permit you to handle traditional sales team commissions. You have to integrate a third-party Salesforce commission software. A commissioning software manages and monitors the activity of the sales team and provides commissions/incentives accordingly. The entire commission management process, including Salesforce CRM, will be automated. 

Let’s take a look at the best commission calculation tool available in the market.

Mango Commission

Mango Commission is a commission calculation software for business enterprises to handle sales team compensation. It automatically monitors commission based on the person’s sales activity. Automate commission management, audit monitoring, and operation tracking.

Features of Mango Commission

  • Data Collection and Organization
  • Sales Management Crediting Guidelines & Rollup
  • Managing Territories
  • Managing Quotas and Objectives
  • Keeping All Participants Informed
  • Keeping track of all plan rules, calculations, and formulas
  • Validating Calculations and Data Reconciliation
  • Exception Handling
  • Payroll Data Retention
  • Predicting the Future
  • Delivering Reports
  • Obtaining Approvals
  • Keeping Data Access Secure

Please let us know how you plan to handle commission calculation with Salesforce. You can get more information about the Mango Commission Software by Wahinnovations at https://www.wahinnovations.com/mangocommission/

7 Key Benefits Of Dialers For Salesforce

7 Key Benefits Of Dialers For Salesforce

Implementation of auto-dialing software in advanced technologies and CRM like Salesforce can give more efficiency and improvements in the business. Salesforce dialers are the very best and useful tools for sales team and marketing team management. It will help your sales and marketing team spend less time on phone dialing and increase efficiency to gain more customers and prospects.

Auto dialing Software is a system that automatically dials numbers and also connects all the team members to call with one click. 

Benefits of dialers for Salesforce :

1. One Click Call: Now, your team will not waste time dialing phones on the wrong numbers. With an automatic one-click call, you can save a lot of time.

2. Beneficial For Sales Team: The important advantage of having a dialer with Salesforce is that it saves time for the sales team. They don’t have to manually dial all the numbers and information of the customer or team member. It will give extra time to think about the selling talks.

3. Provides Incredible Activities: Dialer software makes your sales team more efficient, allowing you to make communication with customers easy, team management, and many other incredible activities for your business.

4. Drop/Read Voicemails Easily: You can effortlessly leave a voicemail for the prospects and load pre-recorded voicemails or unanswered calls with dialer software.

5. Easy Management: A dialer in Salesforce provides you with the ability to communicate with your sales team for training and information purposes and to communicate with customers and clients in a way that makes management easy.

6.Integrates with Email:  a dialer with Salesforce can do just more than make phone calls automatic. You can also send emails through your dialer.

7. Provide real-time data: With proper dashboard analytics, dialers provide real-time information and create reports with one click. The insight will help you see things like total sales, average call time, salespeople login activities, and more.

In the end

While we are on the topic of the best dialers for Salesforce, you should look at one of the best dialers for Salesforce Mango Dialer offered by WahInnovations. Mango Dialer is an auto-dialing software for Salesforce created by WahInnovations that offers easy to install, easy navigation UI, preview dialer, and predictive dialer features.

We will be happy to talk to you about your requirements for the best Salesforce dialer. Let us know in the comment section.

How to Merge Records in Business Using Salesforce Merge Tool?

How to Merge Records in Business Using Salesforce Merge Tool?

There aren’t many sayings in database maintenance, but here’s one: a clean database is a happy database. If you have recurrent duplicates or data duplication in your Salesforce org, you won’t have a pleased admin or operations team. For starting, a Salesforce merge tool is set up and activated for merging your data of company accounts, contacts, and leads. In today’s post, we’ll look at how to keep different types of duplicate data and the differences between them.

How Can Your Team Avoid Making Duplicates in The First Pace?

Taking preventative actions is the first step toward maintaining a clean database. Salesforce has some excellent resources to assist you with this right out of the box. You can enable tools that will alert users while they are creating a record if the system detects duplicate data in the database. They can then double-check to ensure they are adding a new record rather than a duplicate. It’s also a good idea to equip your team with training to help them use clean data practices.

Merging Several Types of Data

Even if you take careful and thorough proactive measures to maintain a clean database, something may fall through the cracks. If you end up with a duplicate, you’ll need to know how to combine records. You can end up with notes or other valuable information spread across multiple duplicates, and you don’t want to lose any of it. Fortunately, Salesforce has several native features to assist you in locating and merging duplicates.

About Mango Merge

Mango Merge includes all of the functionality needed to merge duplicate records and make data clean, error-free, and convenient. To make data easier to grasp, users can now search duplicate records, pick master records, and merge duplicates. After integrating Mango Merge with Salesforce, you can easily merge duplicates in Salesforce.

Do you want to learn more about Mango Merge? Don’t look any further! To get started on the go, contact one of our Salesforce consultants at WahInnovations.

eSignature For Salesforce

Know About eSignature And Uses Of eSignature For Salesforce

With the implementation of perfect technology, everything is digital in today’s world. Handwritten signatures on legal contracts and documents also become digital as eSignature. An electronic signature provides a secure and accurate identification process for the signer for seamless transactions. In 2000, the US passed the ESign Act to facilitate electronic signatures for commercial and legal works. As businesses regularly adopt the latest technologies, eSigns are majorly in use by various organizations nowadays. 

Benefits Of eSignature For Business

  • eSignature is legally valid and applied by almost every industry worldwide.
  • eSignature speeds up the signature process of signatories by eSign documents.
  • eSignature helps reduce costs by saving on papers, ink, postages, and others.
  • eSignature is most useful for the sales and marketing team to conduct faster transactions. 
  • eSignature also makes the hiring process simple, safe, and quick by electronically accepting candidates’ forms.

Why eSignature For Salesforce?

Salesforce is one of the best CRM used by organizations and the reason is its integrity compared to other applications. Salesforce allows you to integrate eSignature into your existing CRM system. With the help of eSign’s tools, you can customize agreements with eSigns, sign on any device, collect payments, trigger actions, and many others. One of the best eSignature that can easily integrate with existing Salesforce CRM is MangoSigns.

Why MangoSigns?

Mango Sign makes it easy to create contracts and agreements for signing, track signature completion in real-time, and securely store signed documents. 

Some useful features of MangoSigns in Salesforce are Install Packages easily, easy to merge duplicate records, different objects and fields to get merged, see the preview before the merging, easy navigation, and UI, No coding required for setup.

If you want to integrate eSignature within your existing Salesforce CRM system, MangoSign by Wahinovations can be an excellent option. You can visit our website to get more information.

What Should You Look For in a Salesforce Document Generation Software? - Wahinnovations.com

What Should You Look For in a Salesforce Document Generation Software?

Document generation tools will boost overall productivity and efficiency. Employees will be able to respond swiftly to the needs of your customers, and the days of sending out typo-ridden paperwork will be a thing of the past. Salesforce document generation tools function by combining your business data into pre-built templates, eliminating the need to hunt out information and double-check copy-pasting. As a result, they must be compatible with the current processes and workflows for gathering and storing your organization’s data.

Why Should You Use Salesforce Document Generation?

Document generating solutions enable you to automate a time-consuming but critical business process, allowing your staff to focus on higher-value tasks. Because of the efficiency, precision, high ROI, and security that document-generating systems provide. Every firm needs a plethora of mission-critical papers to generate daily quotations, invoices, contracts, and proposals, to name a few.

By implementing Salesforce document generation software, you will optimize your workflow in a variety of ways, including:

  • You’ll regain your time, allowing you to focus on elements of your work that you couldn’t before.
  • Work proactively to go ahead rather than undertaking time-consuming reactive duties that simply accomplish the bare minimum.
  • Branding is constant across documents, which saves you from providing out-of-date or off-brand documents to clients.
  • Collaboration among cross-functional teams improves and accelerates turnaround times.
  • Fewer typos/errors
  • Improve all elements of your organization, from finance to sales to staff onboarding, by making all of your procedures more efficient and user-friendly.

Request a Mango Docs demo today if you want to speed up document generation. Learn how Mango Docs may help you enhance document automation and benefit your organization.