The Importance of Mobile Accessibility in Salesforce Design

Salesforce is a popular customer relationship management (CRM) platform that offers a wide range of tools to help businesses manage their customer data, sales processes, marketing campaigns, and customer service activities. With the rise of mobile technology, it is now more important than ever to ensure that Salesforce CRM is accessible and user-friendly on mobile devices. In this article, we will discuss the importance of mobile accessibility in Salesforce CRM and provide tips for designing a mobile-friendly Salesforce environment.

Why is mobile accessibility important?

The use of mobile devices has exploded in recent years, and it is now common for people to access the internet and use applications on their smartphones and tablets. This has had a significant impact on the way businesses operate, as customers and employees expect to be able to interact with businesses on the go.

In fact, according to Salesforce’s State of the Connected Customer report, 73% of customers say that one extraordinary experience with a company raises their expectations of every company. This means that if a customer has a bad experience with a company’s mobile app or website, they are likely to switch to a competitor.

For businesses using Salesforce solutions, this means that it is essential to ensure that their Salesforce environment is accessible and user-friendly on mobile devices. This includes not only the Salesforce application development itself but also any Salesforce customizations, Salesforce integrations, and third-party apps that are used in conjunction with Salesforce. By making Salesforce accessible on mobile devices, businesses can:

# Increase Productivity

Salesforce’s mobile accessibility is a major factor in increasing productivity, particularly for sales teams. Sales reps are often on the go, attending client meetings, conferences, and events. They need quick access to customer data and the ability to update records in real-time.

With a mobile-friendly Salesforce solution, sales reps can easily access customer data, update records, and collaborate with team members, regardless of their location. This translates to increased productivity and efficiency, as reps can quickly and easily access the information they need to close deals and move the sales cycle forward.

# Improve customer service

In today’s customer-centric business environment, providing excellent customer service is a key factor in building customer loyalty and driving business growth. Salesforce’s mobile accessibility allows businesses to provide exceptional customer service by providing customers with a mobile-friendly environment where they can access self-service options, such as mobile chatbots and knowledge bases.

This means customers can quickly and easily find the information they need, without having to wait for a representative to respond to their query. Additionally, sales reps can access customer data in real-time, enabling them to provide more personalized and efficient service to their customers. This improved customer service leads to increased customer satisfaction and loyalty, as customers are more likely to return to businesses that provide excellent service.

# Stay competitive

Staying competitive in today’s fast-paced business environment is essential for businesses that want to succeed. A mobile-friendly Salesforce environment is a key factor in staying ahead of the competition. By ensuring that the Salesforce CRM system is accessible and user-friendly on mobile devices, businesses can provide a more flexible and convenient experience for their employees and customers.

This not only helps to retain existing customers but also attracts new customers who are looking for businesses that offer modern and flexible solutions. Businesses that fail to provide a mobile-friendly environment risk falling behind their competitors and losing customers to businesses that offer a more modern and convenient experience.

Tips for designing a mobile-friendly Salesforce environment

Salesforce Application Development requires careful planning and attention to detail. Here are some tips for designing a mobile-friendly Salesforce environment:

# Simplifying the user interface

When designing a Salesforce environment for mobile devices, it is important to simplify the user interface to make it easy to use on smaller screens. This means reducing the number of fields and buttons on each page to avoid overwhelming users. Cluttered pages with too many elements can cause confusion and make it difficult for users to find what they need.

Therefore, designers should focus on the most important elements and prioritize them on the screen. This can be done by using simple layouts and design elements, such as using a single-column layout, larger fonts, and bigger buttons. Additionally, designers should consider using icons and images that are easily recognizable and intuitive to the users.

# Use responsive design

Responsive design is a technique that allows web pages to adjust their layout and content based on the size of the screen they are viewed on. This is crucial for mobile devices as it allows Salesforce pages to be viewed and used on smaller screens. With responsive design, Salesforce pages can adapt to different screen sizes, ensuring that they are always easy to read and interact with.

This means that users can have the same experience on their mobile devices as they do on their desktop computers. A responsive design approach can also help designers avoid creating multiple versions of a page for different devices, saving time and effort.

# Optimize for speed

Mobile devices typically have slower internet connections than desktop computers, which can cause delays and frustration for users. Therefore, designers should optimize Salesforce pages for speed. This includes reducing the size of images and other media, minimizing the use of JavaScript, and caching data where possible.

By doing this, designers can ensure that pages load quickly, which is especially important for users who may be accessing Salesforce CRM services on the go. Users are more likely to use an application that is quick and responsive, leading to a better user experience and improved productivity.

# Use mobile-friendly features

Salesforce offers a range of mobile-friendly features that can be used to improve the user experience on mobile devices. These features include mobile-friendly dashboards, mobile app customization, and mobile-ready reports. Designers should consider using these features to optimize the Salesforce Custom Application Development.

Mobile-friendly dashboards can be designed to provide users with relevant information that is easy to read and interact with on smaller screens. Mobile app customization allows designers to create a personalized experience for users that fits their specific needs. Mobile-ready reports enable users to access important data from anywhere at any time, allowing them to make better decisions and be more productive.

# Test on multiple devices

It is important to test on multiple devices to ensure that the user experience is consistent across different devices and platforms. Different devices and operating systems may render pages differently, and it is important to ensure that pages look and function correctly on all devices.

Designers should test the Salesforce environment on a range of devices, including smartphones, tablets, and desktop computers. They should also test on different operating systems, such as iOS and Android. By testing on multiple devices, designers can identify any issues or inconsistencies and make necessary adjustments to ensure a consistent user experience.

# Accessibility for users with disabilities

Accessibility is an important consideration when creating a mobile-friendly Salesforce CRM solution. This means ensuring that the Salesforce environment is accessible to users with disabilities. Designers should consider using accessible design principles when creating the user interface.

This includes using high-contrast colors, providing alternative text for images, and ensuring that buttons and links are clearly labeled. Additionally, designers should ensure that the Salesforce environment is compatible with assistive technologies such as screen readers, which allow visually impaired users to access content on the screen.

# Security

Security is a major concern for businesses that use Salesforce, and this is especially true for mobile devices. Mobile devices are more vulnerable to security threats than desktop computers, as they are more likely to be lost or stolen.

Therefore, it is essential to ensure that the Salesforce environment is secure and that sensitive data is protected. This includes using strong passwords, enabling two-factor authentication, and encrypting data. Additionally, designers should consider implementing mobile device management (MDM) solutions that allow businesses to remotely wipe data from lost or stolen devices.

# User training and support

It is also important to provide users with training and support to ensure that they can use the Salesforce environment effectively. This includes providing training on how to use the Salesforce environment on mobile devices, as well as providing resources such as user manuals and online support.

By providing users with the training and support they need, businesses can ensure that their employees and customers can use Salesforce CRM Solutions effectively and efficiently.

Conclusion

Mobile accessibility is a critical aspect of designing a Salesforce environment that caters to the needs of modern businesses. With more people accessing the internet and using applications on their mobile devices, it is essential to ensure that Salesforce is accessible and user-friendly on these devices.

By simplifying the user interface, using responsive design, optimizing for speed, utilizing mobile-friendly features, prioritizing accessibility and security, and providing user training and support, businesses can design a mobile-friendly Salesforce environment that meets the needs of their customers and employees.

At AllianceTek, we specialize in providing customized Salesforce solutions that are tailored to meet the unique needs of businesses of all sizes. Our team of experienced designers and developers can help you design and implement a mobile-friendly Salesforce implementation solution that is optimized for your specific business requirements. Whether you need help with Salesforce customization, integration, migration, or support, we can help you achieve your goals and drive business growth. Contact us today to learn more about our Salesforce consulting services, and let us help you take your business to the next level with a mobile-friendly Salesforce environment.

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Top 5 Reasons to Switch to Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 has taken the name “Customer Relationship Management” to its literal meaning and left no stones unturned in making the software a truly customer-centric tool.

With sales, marketing and increasing the customer lifetime value as its core focus, the second most popular CRM solution in the industry truly lives up to the reputation of its parent company Microsoft.

114. Top 5 Reasons to Switch to Microsoft Dynamics 365 CRM.jpg

1. Customer centric process streamlining:

Microsoft Dynamics 365 CRM Development Services can only be implemented on business processes that are customer-centric. This means that all the underlying functions will now have to work together with the sole objective to make the customer happy

Microsoft Dynamics 365 for Sales helps businesses look at the customer as an individual with all their historic data in one place, rather than stored in discreet fashion. A particular customer is tracked throughout the entire journey, right from the source of lead generation, to history of complaints, to important details.

In a traditional data setup, a sales team does not even know when and why their customers are leaving the system, as that is taken care of by the service department. It is always good to acknowledge the fact that the sales people develop certain kinds of relationships with the client. One sales agent looking for repeat or up-sell can work hand-in- hand with the service team to create the optimum experience for the client. Microsoft Dynamics 365 holistic data organization helps in fulfilling this underlying principle.

2. Power of LinkedIn and whole Microsoft work environment

There has always been a bitter competition between World’s no1 and no2 CRM solutions, namely Salesforce and Microsoft Dynamics 365 respectively. But most CRM Consultants will agree that the deeper pockets of Microsoft, with already existing Office 365 setup in most offices. LinkedIn was acquired by Microsoft as an answer to Salesforce to give its clients a complete enterprise solution.

  • The familiarity with Office 365 lets your employees already be acclimatized to Microsoft products and hence is less steep learning curve for Dynamics CRM adoption.
  • Over and above, integration capabilities of the CRM with LinkedIn and the rest of Office and SharePoint setup in a Custom CRM Development Solution gives companies a complete experience with an integrated enterprise infrastructure.
  • Relationship management is taken to a whole new level with this.

3. Sales Centric design

Microsoft Dynamics 365 as a CRM solution has taken upon itself one of the first and foremost responsibilities for driving sales and revenues for you. It works as a perfect enabler to increase your top lines and help realize it is true RoI.

Here are few of the features how it helps you in driving sales:

  • Keeps all sales resources updated with uniform, holistic data about the customer in one place without any duplication of records wasting valuable time.
  • Data powered personal content marketing gives intelligent recommendations on how exactly to engage with the customers that too across multiple social media channels from the same platform.
  • Track engagements: both in emails and social media. This highlights how customers behave with different posts. This is key information data and can help you spend less and get more returns with the proper intelligence.

4. Cost Optimization:

Microsoft Dynamics 365 CRM Consultants cannot agree more on this a cost effective CRM solution with various segments based and bundles pricing strategy. This makes it the most competitive in terms of pricing. Salesforce on an average is 35% costlier as compared to Microsoft Dynamics 365 in each of the segments.

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5. Easily extensible ERP:

Though the key features of Dynamics 365 CRM solution resolves around sales, marketing and services, the financial and operations module makes it comparable to an ERP at a much lower cost. It offers the ability to keep track of finances inventory integrated retail, manufacturing, HR, supply chain, and more general functionality in the Enterprise Edition.

Talk to us, as Microsoft Dynamics CRM Developers from AllianceTek will help you achieve all your CRM goals and more.

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How to Use Custom Settings in Salesforce CRM

Custom Settings are one of the most widely used tools for Salesforce CRM Development Solutions. They are very similar to custom objects and are frequently used to create datasets that are connected to the rest of the system when required.

How to Use Custom Settings in Salesforce CRM

Custom Settings in Salesforce provide helpful features such as:

  • Salesforce Customization Services include Custom Settings that are used to create custom data similar to custom object and are accessible via their own API.
  • They are available in applications Cache and do not need SOQL queries to retrieve them. This saves on the upper restriction of maximum 100 times of using SOQL queries. Access data very efficiently with less amount of time.
  • Custom Settings can be used in formula fields, validation rules, Apex code and the Web Services API.
  • Salesforce Customization Consultant use Custom Settings data can be used by formula fields, validation rules, flows, Apex, and the SOAP API.
  • Like maintaining records in Salesforce, after setting up of Custom Settings one can select the Manage link on the Custom Settings page to add/edit/delete values.

Types of Custom Settings in Salesforce:

List Custom Settings:

  • They can be used to store a reusable set of static data, like product inventory code.
  • Data is static and comes in handy for frequently used data sets and can be accessed organization-wide.
  • Dataset field default can be referenced by Apex where there is no need to create separate product name dataset.
  • It is low cost and efficient due to its cache storage, without affecting the governor limits of  SOQL usage.

Hierarchy Custom Settings:

  • Hierarchy Custom Settings help one to personalize the application and its data processing with an interface that can handle logic across the data sets.
  • Helps in implementing the Salesforce Customization Services, like customer value based offers.
  • Salesforce.com stated by connecting data, like organizational designation, profile, and user level (based upon the current user) it returns the most specific value in the hierarchy.
  • This is a favorite among Salesforce Customization Consultant as it can also be useful in situations of selective utilization of data. This works by displaying only part of the data that is required by a group of employees and some other datasets to another group, based on their functions, using hierarchy Custom Settings.
  • An example for of this can be implemented where the subordinates need the see only a portion of the sales report, unlike their managers who have to be informed about a much larger dataset. Based on a custom hierarchy setting, the fields to be selected to be viewed based on the hierarchy.
  • Custom discounts in any industry or any calculation based on grouped sets can be achieved easily at low cost with this method.

Tips for Updating, Editing and retrieving Custom Settings values:

  • Knowledge of HTML Javascript, Apex and Developer org to test out features is advisable for executing Salesforce Customization Services
  • Validation Rules form an important part of creating a full-proof system of creating the data sets and putting in the values.
  • DataLoader can be used to mass update records but could have a potential loophole without a Validation Rule.
  • GetInstance() and GetValues() functions can be used to retrieve Custom Settings value.

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Make Your Business Profitable by Adopting a CRM System

What is CRM?

CRM system is the software available on markets like Salesforce, Zoho CRM or other CRM helps businesses to manage to all customer related data. CRM is the short form of customer relationship management. Every business needs CRM to manage their customer data easily to improve their customer service. CRM includes many features which help to improve your business profitability. Requirements of every business are different so many types of CRM available on the web such as Small business CRM, Cloud CRM, Open Source CRM, CRM Mobile app etc…

Make Your Business Profitable by Adapting a CRM System

CRM systems are tools that help businesses in many ways including:

  • Contact Management
  • Sales Management
  • Track Workflow Processes
  • Productivity

Basically, CRM helps businesses focus on the relationship of each person who is directly or indirectly connected with the organization. They may be customers, service users, employees or suppliers. People may think that CRM is only for tracking Sales, but it is much more than that. CRM plays an important role in productivity by being a sales and marketing tool for businesses.

Why need to implement CRM system in business?

Every business has a future plan related to sales, business objectives, productivity, and profitability. Without proper information of this data, you can’t reach your desired business goals.

CRM software solutions has the right answers for all your questions such as:

  • Manage all sales team data
  • Customer service staff data
  • Social media monitoring
  • Organizing data information

CRM systems are the only way for employers to view all business-related information in one place about their customers. Each detail in one place in CRM helps an employer to get a clear overview of each customer with simple and customized dashboard. It includes previous customer’s details, number of orders and their status, any customer related issues raised in past etc… In CRM you can also track social media activity of customers to get an idea what they think about your product, and whether they like or dislike to your products or services. Ultimately, it helps to calculate accurate timing to achieve business goals.

Through CRM, an entrepreneur can get complete and clear visibility of each lead with a clear path of generated inquiries end to the converted into sales. Many companies are using CRM system as a best sales and marketing tool to get maximum benefits for customer service teams.

Core benefits of CRM Software System for business

  • Help to increase productivity.
  • Easily improve ROI.
  • Help to maintain better customer relationships for future business engagements.
  • Track all customer data to calculate accurate business results.
  • Easily manage working efficiency of multiple teams.
  • Helps to develop an improved informational organization.
  • Develop better communication system with customers.
  • Increase customer satisfaction for your products and services.
  • Develop worthful marketing and sales strategy for the business.
  • Satisfied customers fetch new prospective customers.
  • Manage and automate regular task everyday
  • Offers improved business analytics data and reporting

Develop your custom CRM Software according to your business requirements

Finally, you ready to push your business profitability from ordinary to extra ordinary with complete CRM solutions.

On web, many CRM solution provider companies offer Salesforce CRM development, Zoho CRM development, Microsoft Dynamics CRM, SugarCRM Development and custom CRM development services. You can also Hire CRM development team which help you reach your desired business goals through CRM development, integration and consulting services.

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4 Signs You Need CRM

The cost of attracting a new customer is significantly higher than retaining an old one. Customer Relationship Management (CRM) systems centralize data and make it quickly and easily accessible to develop deeper relationships with customers. By using CRM to personalize their approach to customer interactions, companies can engage with them more often and more meaningfully.

4 Signs You Need CRM

CRM provides the customer insights that can be used to deliver tailored, proactive services that make customers feel valued. This is achieved by:

  • Promoting transparent collaboration among departments
  • Increasing efficiency in storing and regulating access to data
  • Creating unique customer interactions due to better insight into their desires and needs
  • Reducing time spent on mundane tasks like analysis and increasing time spent on customer service

How do you know when it’s time to invest in CRM? If you experience any of the following scenarios, then you know it’s time.

Customer Data Comes up Missing

For start-up companies, spreadsheets, emails, and sticky notes may be sufficient for staying organized, but eventually these methods will lead to chaos and confusion. Physical and non-centralized data have a way of disappearing. CRM solutions eliminate this problem by providing a central storage location. Not only does this protect against lost information, it gives employees easy access to up-to-date data whenever and wherever they need it. This, in turn, enables them to provide better customer service.

Sales Performance Is Unknown

Nothing is worse than being unable to track why sales are rising or falling. Without accurate data, there is no way of differentiating between what is working from what isn’t. With more competition in the industry than ever, improving efficiency by refining how employees spend their time or adapting schedules based on department workload are critical maneuvers for success. A good CRM system enables businesses to monitor employee actions, staff levels, marketing progress, and sales strategy effectiveness.

Customer Service Is Lackluster

Because customer service is the backbone of virtually any company, this is one area where just being average just won’t cut it. Employees without easy access to necessary data are unlikely to be able to answer questions or resolve customer service issues, which can lead to high customer turnover rates. CRM centralizes data and provides employees better access to the information they need in today’s dynamic, multichannel world.

Sales and Marketing Efforts Are Disjointed

All too often sales and marketing don’t work together, and, even worse, they blame each other for performance issues. By working together, each side has access to the other’s data, giving the entire team a more accurate view of the big picture. People want authenticity and freshness from companies at every stage, from ad campaigns to making a purchase. By pairing two departments with diverse strengths, you create a sales and marketing team capable of creating the kind of dynamic content customers crave today.

 

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