Salesforce Mobile Solutions: Keeping Your Business Connected On-the-Go

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Salesforce Mobile Solutions: Keeping Your Business Connected On-the-Go

In our fast-moving world, being tethered to a desk is no longer feasible for dynamic businesses. Salesforce Mobile Solutions bridges this gap, offering unparalleled flexibility and connectivity. Let’s delve into how these solutions keep your business agile and connected, regardless of location.

 

Embracing Mobile CRM:

 

Always-On Access: Salesforce Mobile provides instant access to customer data and insights, enabling businesses to make informed decisions from anywhere.

 

Boosting Field Productivity: With tools specifically designed for mobile use, sales and field service teams can work more efficiently and responsively.

Salesforce Mobile Features:

 

Tailored Mobile Dashboards: Users can customise dashboards to access key business metrics and insights on the go.

 

Instant Updates and Collaboration: Real-time data updates and collaboration tools ensure swift, informed decision-making and enhanced team coordination.

 

Integrating with Existing Business Processes:

 

Seamless Integration: Salesforce Mobile integrates smoothly with existing workflows and systems, maintaining continuity and efficiency.

 

Consistent Data Synchronisation: Ensuring data is synchronised across mobile and desktop platforms, Salesforce Mobile maintains data integrity and accuracy.

 

Success Stories:

 

Boosting Retail Sales: A retail chain implemented Salesforce Mobile to empower its sales staff, resulting in a 30% increase in on-the-spot sales conversions.

 

Enhancing Field Service: A utility company used Salesforce Mobile to streamline its field operations, achieving a 40% improvement in service response times.

Salesforce Mobile Solutions are revolutionising the way businesses engage with CRM systems. By enabling constant connectivity and operational flexibility, they are essential for any forward-thinking business. Sandyx is equipped to integrate Salesforce Mobile into your business strategy, helping you stay connected and competitive in a digital-first world.


Contact Sandyx today:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Efficiently Integrating Third-Party Systems: Your Quick Guide to Salesforce Connect

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Salesforce Connect stands as a pivotal tool within the Salesforce suite, offering businesses the ability to integrate, access, and manage data from third-party systems without the intricacies often associated with such tasks. 

Let’s delve deeper into this powerful tool and how it can transform your integration processes.

Understanding Salesforce Connect.

Salesforce Connect provides a seamless connection between Salesforce and external systems, eliminating the need for data replication. This means businesses can pull data directly from other sources into their Salesforce environment.

 

Key Features of Salesforce Connect

 

External Objects: These unique entities enable Salesforce to store metadata rather than actual data. Acting as gateways, they provide real-time access to data stored outside of Salesforce.

 

Direct Data Queries: Salesforce Connect users can execute SOQL queries, pulling data directly from external sources when required.

 

Adapters for Connectivity: Whether connecting to an OData service or another Salesforce org, the platform boasts both built-in and custom adapters for diverse integration needs.

 

Advantages of Salesforce Connect

 

Immediate Data Access: Data from third-party systems becomes immediately accessible, ensuring all decisions are informed by the most recent data.

 

Streamlined Data Management: Reducing the need for data replication not only cuts storage costs but also mitigates the risks of data duplication.

 

Flexibility at Its Best: The tool offers an adaptable integration model, allowing businesses to add or modify external data sources with ease.

 

Embarking on the Salesforce Connect Journey

 

Pinpoint External Data Sources: Clearly identify the third-party systems for integration before diving into the setup process.

 

Adapter Selection: Employ the built-in adapters for frequent integrations or opt for custom ones tailored to unique requirements.

 

Set Up External Objects: These will serve as vital bridges to your third-party data.

 

Configuration and Quality Check: After setup, it’s paramount to test the connections, ensuring data flows without hitches.

Points to Ponder with Salesforce Connect

 

Adherence to Data Governance: Always remain compliant with relevant regulations and best practices concerning data access and handling.

 

Assessing Performance: While real-time access is a highlight, it’s crucial to note that performance can be contingent on the third-party system’s capacities.

 

Cost Considerations: Familiarise yourself with the licensing costs linked to Salesforce Connect, particularly if there’s an expectation of high data volumes.

 

Salesforce Connect offers a solution for businesses seeking efficient and scalable integrations. 

By seamlessly linking Salesforce with external systems, this tool promises a unified, data-centric, and interconnected operational model. For those aiming to enhance their integration capabilities, Salesforce Connect stands ready to assist.

 

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Crafting Seamless Journeys with AnyCal for Salesforce®

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The role of an effective booking system in streamlining operations and enhancing customer experiences cannot be understated. Sandyx, tapping into this necessity, has developed AnyCal – an intelligent appointment booking app for Salesforce, underpinned by the robust Force.com® platform.

Let’s dive deeper into what sets AnyCal apart.

A Truly Intelligent Booking System

AnyCal Insight: At its core, AnyCal isn’t just about marking dates and times. It’s about seamlessly integrating multiple Salesforce objects into a singular, functional calendar system. With the capability to handle intricate appointment booking requisites, it serves as a sophisticated tool for businesses that need more than just a basic scheduler.

The Beauty of an Intuitive Interface

AnyCal Insight: Think about the ease with which you set up a meeting in Outlook or Gmail. Now, imagine that simplicity tailored to capture every intricate detail pertinent to your business bookings. That’s what AnyCal promises. The intuitive design ensures that the process is straightforward, yet comprehensive, collecting all the information tied to a booking.

Melding Standard & Custom Objects

AnyCal Insight: One of AnyCal’s standout features is its ability to synergise with Salesforce’s standard objects – Accounts, Contacts, and Opportunities. Yet, it goes a step further by linking these standard objects, along with custom ones crafted specifically for your business, to a detailed calendar view. This view meticulously displays venues, bookings, and pivotal customer interactions.

Smart Customised Filters for Precise Bookings

AnyCal Insight: Every business has its unique needs, and every customer has their preferences. Catering to this, AnyCal introduces intelligent filters. Whether it’s the need for specific equipment, the expertise of staff, or aligning with customer preferences, these filters ensure that location and room selections are not just random but resonantly accurate.

The Sandyx Advantage with AnyCal for Salesforce®

In an era where every touchpoint matters, AnyCal, developed by Sandyx, emerges as more than just a booking system. It’s an enabler, a facilitator, and a game-changer. Whether it’s the integration capabilities, the user-friendly interface, or the intelligent custom filters, AnyCal is tailored to elevate experiences, optimise operations, and drive excellence in every booking journey.

Considering a revamp of your booking process? Let AnyCal, with the backing of Sandyx’s expertise, steer you towards a future of seamless, informed, and intelligent scheduling.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

The Benefits of Salesforce Implementation for Small Businesses

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In today’s dynamic business landscape, small enterprises are carving out their niche with innovation and agility. While Salesforce might seem like a behemoth meant for larger corporations, its benefits extend warmly to small businesses too. Let’s dive into how Salesforce can be a game-changer for your small enterprise.

Streamlined Customer Management

Managing customer relationships effectively is the lifeblood of any business, and Salesforce does this with elegance. With its user-friendly interface, small businesses can track customer interactions, nurture leads, and enhance client relationships effortlessly. No more scattered spreadsheets; everything’s neatly organised in one place.

Scalability

Small today, but aiming for the stars tomorrow? Salesforce scales with you. As your business grows, you can easily adapt and expand your Salesforce setup. It’s a flexible tool that won’t restrict your ambitions.

Time and Cost Efficiency

Small businesses often wear many hats, and time is a precious commodity. Salesforce automates various manual tasks, from data entry to report generation. Plus, it eliminates the need for multiple standalone software, saving you money in the long run.

Actionable Insights

Salesforce doesn’t just collect data; it transforms it into actionable insights. Small businesses can leverage data analytics to understand customer behaviour, and market trends, and make data-driven decisions. This invaluable knowledge can drive growth strategies and enhance competitiveness.

Enhanced Collaboration

Small teams can work seamlessly with Salesforce’s collaboration features. Whether you’re in the same office or continents apart, everyone stays on the same page, improving teamwork and productivity.

Improved Customer Service

Outstanding customer service sets small businesses apart. Salesforce’s Service Cloud empowers you to provide top-tier customer support. You can efficiently resolve issues, track cases, and ensure every customer feels valued.

Access Anytime, Anywhere

Salesforce is cloud-based, meaning you can access it from anywhere with an internet connection. This flexibility is a game-changer for small businesses with remote teams or those always on the move.

Competitive Edge

In today’s competitive market, standing out is crucial. Salesforce equips small businesses with the tools to deliver exceptional customer experiences, which can become a unique selling point.

Security and Compliance

Data security is paramount. Salesforce offers robust security measures and compliance with industry standards, ensuring your business and customer data is safe.

Integration Capabilities

Salesforce easily integrates with other essential business tools, such as email marketing software or accounting systems. This seamless integration streamlines operations and enhances efficiency.

In conclusion, Salesforce implementation isn’t just reserved for the corporate giants. Small businesses too can harness its power to streamline operations, enhance customer relationships, and drive growth. It’s an investment that pays dividends in efficiency, insights, and a competitive edge. So, why wait? Unlock your small business’s full potential with Salesforce.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

The Role of Salesforce in Modern Healthcare: Enhancing Patient Care

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As healthcare providers strive to deliver the best possible care, Salesforce emerges as a powerful ally. This blog explores how Salesforce plays a pivotal role in modern healthcare, revolutionising the way healthcare organisations manage patient care and, ultimately, improving patient outcomes.

 

Comprehensive Patient Profiles

One of the primary challenges in healthcare is managing vast amounts of patient data. Salesforce’s CRM capabilities allow healthcare providers to create comprehensive patient profiles. These profiles can include patient contact information, demographics, treatment plans, and even social determinants of health. Having this information at their fingertips enables healthcare professionals to make informed decisions and deliver personalised care.

 

Enhanced Communication

Effective communication is crucial in healthcare. Salesforce’s Chatter feature facilitates secure and real-time communication among healthcare teams. Doctors, nurses, and support staff can collaborate seamlessly, share patient updates, and discuss treatment options, leading to more coordinated and efficient care.


Appointment Scheduling and Reminders

Missed appointments can disrupt patient care and strain resources. Salesforce enables healthcare providers to schedule appointments efficiently and send automated reminders to patients. This reduces no-show rates, optimises clinic schedules, and ensures that patients receive timely care.


Telehealth Integration

The COVID-19 pandemic accelerated the adoption of telehealth services. Salesforce seamlessly integrates with telehealth platforms, allowing healthcare providers to conduct virtual visits, monitor patients remotely, and deliver care beyond the confines of a physical clinic.


Data-Driven Insights

Salesforce’s robust analytics tools empower healthcare organizations to derive actionable insights from their data. By analysing patient outcomes, resource allocation, and operational efficiency, providers can make data-driven decisions to enhance patient care quality and reduce costs.


Patient Engagement and Education

Engaged patients tend to have better health outcomes. Salesforce facilitates patient engagement through personalized communication, patient portals, and educational resources. Patients can access their medical records, view test results, and stay informed about their conditions, fostering a sense of empowerment and responsibility for their health.


Compliance and Security

Healthcare organisations must adhere to strict compliance and security standards and Salesforce works with many of the NHS security standards. Salesforce offers robust security measures and compliance capabilities to ensure patient data remains confidential and protected from breaches.


Population Health Management

Salesforce’s population health management tools enable healthcare providers to proactively address the health needs of entire patient populations. By identifying at-risk individuals and implementing preventive measures, organisations can improve the health of their communities.


AI-Powered Predictive Analytics

Salesforce Einstein, the platform’s artificial intelligence (AI) engine, brings predictive analytics to healthcare. It can forecast patient admissions, identify potential health risks, and recommend interventions, allowing providers to intervene before issues escalate.


Scalability and Customisation

Healthcare organisations vary widely in size and specialisation. Salesforce’s scalability and customisation capabilities ensure that solutions can be tailored to meet the unique needs of each healthcare provider, from small clinics to large hospital systems.

In conclusion, Salesforce has become an indispensable tool in modern healthcare, empowering providers to deliver patient-centric care, optimise operations, and drive better health outcomes. As healthcare continues to evolve, Salesforce’s role in enhancing patient care is set to become even more significant, revolutionising the way we approach healthcare delivery.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

The Role of Salesforce in Digital Transformation: A Comprehensive Guide

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In the era of digital transformation, staying ahead of the curve is no longer optional – it’s imperative. Salesforce, a CRM and cloud-based solutions leader, plays a pivotal role in helping businesses navigate the intricate landscape of digital transformation. This comprehensive guide delves into how Salesforce empowers organisations to embark on their digital transformation journey successfully.

Customer-Centric Approach

Digital transformation starts with a customer-centric mindset, and Salesforce is the ultimate partner in this endeavour. By centralising customer data, interactions, and insights, Salesforce helps businesses gain a 360-degree view of their customers. This invaluable understanding enables organisations to deliver personalised experiences and build lasting customer relationships.


Seamless Integration

One of the key challenges in digital transformation is integrating disparate systems and data sources. Salesforce excels in this area with its robust integration capabilities. Whether you’re connecting marketing automation tools, ERP systems, or e-commerce platforms, Salesforce offers a unified ecosystem that streamlines data flow and enhances operational efficiency.


AI-Powered Insights

Artificial intelligence (AI) is a cornerstone of digital transformation. Salesforce’s AI engine, Einstein, empowers businesses with predictive analytics, automation, and smart recommendations. By harnessing AI-driven insights, organisations can make data-driven decisions, automate repetitive tasks, and stay ahead of market trends.

Enhanced Customer Engagement

Digital transformation revolves around enhancing customer engagement across various touchpoints. Salesforce Marketing Cloud and Service Cloud enable businesses to create personalised marketing campaigns, provide omnichannel support, and deliver exceptional customer experiences. This fosters loyalty and brand advocacy.


Agility and Scalability

Adaptability is a hallmark of digital transformation success. Salesforce’s cloud-based architecture offers unparalleled agility and scalability. Whether you’re a startup looking to expand rapidly or an enterprise with complex operations, Salesforce adapts to your needs, ensuring future-proof solutions.


Data-Driven Decision-Making

In the digital era, data is the lifeblood of business. Salesforce’s analytics and reporting tools transform raw data into actionable insights. Businesses can track performance, identify trends, and adjust strategies in real-time, driving informed decision-making.


AppExchange Ecosystem

Digital transformation often requires specialised tools and applications. Salesforce’s AppExchange offers a vast marketplace of pre-built apps and integrations. This ecosystem accelerates the deployment of new capabilities, saving time and resources.


Mobile-First Approach

In a mobile-centric world, Salesforce’s mobile solutions empower businesses to operate seamlessly on any device. Mobile access to customer data, sales tools, and analytics ensures that employees can work efficiently from anywhere.


Security and Compliance

As digital operations expand, security and compliance become paramount. Salesforce invests heavily in state-of-the-art security measures and compliance certifications, ensuring that sensitive data remains protected and organisations meet regulatory requirements.


Continuous Innovation

Digital transformation is an ongoing journey. Salesforce’s commitment to innovation ensures that businesses stay at the forefront of technology. Regular updates and new features keep organisations competitive in an ever-evolving digital landscape.


In conclusion, Salesforce serves as a cornerstone in the digital transformation journey. Its customer-centric approach, seamless integration, AI-driven insights, and ecosystem of tools empower businesses to adapt, evolve, and thrive in the digital age. By leveraging Salesforce’s capabilities, organisations can not only survive but also lead in an era defined by digital innovation.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

The future of Saleforce: what to expect in the years to come.

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Salesforce is one of the leading CRM platforms in the world, and it is constantly evolving. In the years to come, we can expect to see even more innovation from Salesforce, as it continues to meet the needs of businesses of all sizes.

What to Expect in the Future

Here are some of the trends that we can expect to see in the future of Salesforce:

  • More focus on artificial intelligence and machine learning. Salesforce is already using AI and machine learning to automate tasks, improve customer service, and make better predictions. In the future, we can expect to see even more use of these technologies, as Salesforce helps businesses to become more intelligent and data-driven.

  • Greater integration with other platforms. Salesforce is already integrated with a wide range of other platforms, but we can expect to see even more integration in the future. This will make it easier for businesses to use Salesforce to connect with their customers, partners, and suppliers.

  • A more mobile-friendly experience. Salesforce is already a mobile-friendly platform, but we can expect to see even more focus on mobile in the future. This is because more and more people are using their mobile devices to access business applications.

  • A more personalised experience. Salesforce is already capable of providing personalised experiences to customers, but we can expect to see even more personalisation in the future. This will be achieved through the use of AI, machine learning, and other technologies.

The future of Salesforce is bright. As the platform continues to evolve, it will help businesses of all sizes to become more efficient, productive, and customer-centric.

Are you getting the most out of Salesforce?

Reach out to us to schedule a consultation and discover how Sandyx can tailor Salesforce to meet your unique business needs.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Salesforce Summer ’18 is here!

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Summer 2018 is here, in more ways than one. Not only have we been enjoying the summer sun here in Manchester, but the latest release of Salesforce is now available across all production orgs. The most obvious sign of this is that the bear is no longer watering his plants, he is now enjoying a swim.   The number of improvements and enhancements to the key Salesforce components is too large to list here – the release notes provided by Salesforce currently run to around 500 pages – but there are a couple of standout features that we here at Sandyx thought worthy of mention.

Salesforce Lightning Report Builder

New for Summer ’18 is the announcement that Lightning Report Builder is no longer a Beta product. If you have Lightning enabled, it is now the default method for creating new reports in Salesforce.com. This feels like it has been a long time coming and our Salesforce Admin is over the moon that she no longer has to suffer the old classic reports interface, shoe-horned into the Lightning UI.

There’s also a matching Admin Permission to make this available to desired Profiles

 

Paths now available in Cases

Paths is one of the great features that has been introduced in the Lightning Experience. We have found that customers really love them and we build them into nearly every new engagement. They are especially useful in Opportunities and help guide a user through the Sales process – moving Opps from one stage to another.   We’ve seen a gradual increase in the number of objects where Paths is available, over the last few Salesforce releases. Summer ’18 has addressed the final big gap – Cases. We can now guide Support Staff through the Case management process, using help and guidance tips.

How we can help

If you would like to discuss any aspects of the latest release, or understand how Salesforce can help your business, then please get in touch. You can also ring us directly on 0161 710 3250

Sandyx supporting International Women’s Day 2018

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Claire MacIntyre, Office Manager at Sandyx – My Role As A Manager In The Workplace I’ve been with Sandyx for over 6 years now, and for the last 5 of these years I’ve been here in the capacity of the Office Manager.

If you look up the responsibilities of an office manager, one of the key things that’s always listed is the ability to organise; organise processes, organise people and possibly the most important, organise yourself. Now this skill may not be as noteworthy as others but it’s a skill that has enabled me to contribute greatly to the workings of every company I have worked for, whether in a small departmental capacity, or in the position I find myself in today. it’s also a skill that transcends to all aspects of my life helping me achieve a good ‘work life balance’ (well most of the time), whilst I juggle the responsibilities of being a manager, a mother, a wife, a housekeeper, a daughter and a friend, simultaneously.

In terms of being a woman there are some roles that you naturally just fall in to; being a mother for example or any kind of caregiver, and some roles you achieve through hard work and experience. However, no matter what capacity I find myself in, I give every role my all and I am equally proud of my achievements within each of them. I have spent most of my working life in various administrative and office-based roles and secured my first office job when I was only 16 years old and still at school, after a very successful two-week, work experience placement at a busy delivery depot.

Since then I’ve moved on to bigger and better jobs adding to my skill set, but always aspiring to be greater and to achieve more. I also have a first-class degree in Psychology which I am vastly proud of and even though most psychology theorem doesn’t really apply to the day to day running of an office, except maybe Warrs Vitamin model (1987)! the skills I developed in obtaining my degree do.

For me the best jobs, including my current position have been ones with good higher managerial support, flexibility and positive reinforcement; whether in the form of 1:1 catch up meetings, time off at short notice without reproach, or the acknowledgement of a job well done. All of the above minimise stress and improve confidence which in turn promotes job satisfaction. It’s a positive cycle and it works well for me because it acknowledges that my role as a manager; even though its important, is not my only role.

How we can help

If you would like to discuss any aspects of the topics discussed in this article, or understand how Salesforce can help your business, then please get in touch. You can also ring us directly on 0161 710 3250