Salesforce® offers out of box smart lead management features to make your smart investing decisions, and drive marketing activities for a better sales pipeline. You can track the different lead sources of marketing campaigns, most relevant and updated contact information; manage related marketing activities to make conversion of more leads into actual opportunities.
Our professionals can help you to maximize the use of OOB Lead Object functionalities By –
Effective Salesforce Contact Management can provide you complete-360 degree view of your customers, their Activity History, related accounts, Cases, communications history, and related decisions. It will become easy for you to track their complete cycle, related important information like campaign history, campaign members and the business they are associated with. You will be able to deep dive into discussions related to your company’s products as well as services on social media like Facebook, Twitter, LinkedIn, and YouTube; revealing customer’s issues and concerns which can be addressed by your customer support executives. You can get contact and account’s meaningful data anytime anywhere using Salesforce1 mobile platform. Contact Tracking and their engagement with your product or services can help you to get their single view, creating vital data for your salesforce team to become successful.
At JanBask, we understand the importance of Contact Data Quality for your business; we can help you configuring, customizing, and improving your Contact Object Records by using best Salesforce practices.
Sales Management process has been improved the way Salesforce.com has helped companies automate sales process, managing quotes with sales deals, closing deal from anywhere by getting in touch with customers. By optimizing your opportunity management and aligning with your current business process; JanBask team can help you to track your current deals, competitor’s analysis, revenue projections and also revenue recognition. Opportunity Stages (From Prospect to Closed/Lost) will give you different stages of your customer buying process. The other important business fields related to your Opportunity; Probability, Forecast Category, and Closed Date can be configured based on your needs. Implementing Approval Process can route the Opportunity Record to different Business Users and the record can be approved just by email or on a Mobile phone. Custom fields combined with validation rules can ensure that Sales user capture appropriate information without missing any important information related to your sales process. Salesforce1 mobile application can be helpful to keep your sales team informed about the real time deal related important information.
For Companies, accuracy in the forecasting process is one of the very important key elements of Sales management and performance. Salesforce comprehensive forecasting feature can provide you the complete view of sales pipeline, effective updates tracking, forecast amounts, team’s previous adjustment summary, and also can help your team to make better decisions. Your business can manage the sales rep’s performances, track the targets assigned, and manage the goals with real time data. We can help you manage your forecasting features in salesforce aligned with your business goals –
Salesforce helps you to create multiple territories and use one of them that best match your sales process; driving the right sales reps to the right customer and helping the companies by maximizing their revenue. Territory Management helps the process of allocating sales responsibilities across the organization which covers sales territories, reduce selling cost, measure the sales team performance, and improve the customer service. Using territory management, Salesforce data and users can be structured in the same way as Salesforce territories; running the territory rule directly using the territory hierarchy. Territory users can have different roles in different territories. Access will be granted for users on the basis of certain criteria such as postal code, revenue and industry etc.
We help your business gain various benefits with Territory Management, and ensure that Territory Management being implemented merges with your organization’s business requirements.
Campaign management tracks your market initiatives in Salesforce, which basically provide the view of marketing Spend and effectiveness of generating a response, conversion rates, as well as ROI in terms of the Won Opportunity. Managing and tracking of outbound marketing campaigns including email campaigns, Social Media, Direct Mails, email marketing, Trade Shows, Promotions, Events, PPC management, websites, web-forms and Google Adwords campaign are the key sources/channels that comes under Campaigns and lead generation. Salesforce Campaign management by JanBask includes a comprehensive package mapped to your business, which is comprised of campaign planning, campaign setup, campaign creation, campaign execution, campaign responses and campaign effectiveness. Campaign Records can be shown with the rolled up Leads and Opportunities to support their response rates and conversions. Only through effective campaign management, the sales performance and ROI can be improved, and we deliver the best campaign management services for our customers.
We help you create an effective marketing campaign by following five key steps in successfully implementing campaign management.