Salesforce

Salesforce

Highlights from Salesforce Winter ’17 Release

snowman17As West Coast Consulting Group continues to keep its current and potential customers up to date on Salesforce, we present below the highlights from last week’s Dreamforce 2016 conference about what is contained in the Winter ’17 Release. As you may know, Salesforce normally has three releases a year, with the Winter release being the most comprehensive.

This new release is no exception. For example, the new feature artificial intelligence (AI) is used to include predictive analytics and natural language processing to the Customer Service Platform. In addition, one can now prioritize the highest value leads every time with Predictive Lead Scoring for Sales, determine which customers are most likely to engage with Predictive Scoring for Marketing, and automatically capture customer data to discover next steps and closest connections with Salesforce Inbox. (more…)

October 18th, 2016|Categories: Events, Salesforce|
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Healthcare Accelerator

Healthcare acceleratorThe healthcare industry has been rapidly changing over the past 3 years due to regulations such as the Affordable Care Act.  Because of these regulations and new outcome-based reimbursements, healthcare providers are treating patients like customers – putting patient relationships – not records or revenue-cycle management systems – at the center of how care is delivered.  As a result, providers are being more proactive than reactive in their treatment.

West Coast Consulting Group’s Healthcare Accelerator, released this year, is built on the Force.com platform.  It provides patient relation management and a 360 view of the healthcare patients enrolled in Payer programs, including Medicaid or Medicare. This healthcare accelerator package provides a comprehensive baseline for satisfying requirements of most insurance and caregiver agencies in managing their customer data. (more…)

August 24th, 2016|Categories: Healthcare, Sales Cloud, Salesforce, Salesforce Lightning|
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Pardot versus Marketo

Marketing automation tools are vital for today’s savvy marketer. Often asked, if Marketing Automation is really necessary. Marketing automation is for marketers what Salesforce is for sales team. CRM systems help organize sales teams making them more efficient while marketing automation increases the efficiency with which leads are generated thus increasing sales and revenue. Last year Regalix polled B2B marketers using marketing automation; and 86% reported increase in lead management and nurturing. Leading edge marketing teams use marketing automation to create targeted campaigns, to hand off better leads to sales, and to achieve greater ROI.

pardot-vs-marketo

There are many Marketing Automation platforms – some are suited for smaller to mid-sized business, and while others for enterprise level. We hope to assist our Salesforce customers in making an informed decision when it comes to choosing between Pardot versus Marketo. Read on for a quick overview of each. (more…)

July 4th, 2016|Categories: Marketing Cloud, Salesforce|
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Salesforce Field Service Lightning

Your services team is ready to jump in and help. But often they are slowed down by disconnected processes, systems, and information, or impacted by inefficient scheduling and systems that can’t keep pace with your business.

That’s why Salesforce has just announced Field Service Lightning.

phone-iot

Salesforce Field Service Lightning is a modern approach to field service that’s built for mobile and the Internet of Things (IoT). You can now unite customers, connected devices, agents, dispatchers, and employees in the field on one powerful service platform to deliver a seamless customer experience from phone to field.

It helps your organization to:

  • Create work orders from any case, fast
  • Manage complex assets
  • Schedule and dispatch work, intelligently
  • Manage and monitor technicians
  • Access information from any mobile device
  • Monitor performance in real time

Providing a truly differentiated and best-in-class service experience means meeting and exceeding your customer’s expectations at every interaction. Let our team help you assess if Field Service Lightning is right for your services team.

Contact us today at info@westcoastconsulting.com to schedule your free assessment.

By Benafsha Irani, Managing Partner, West Coast Consulting Group

#Lightning #SalesforceLightning #ClassictoLightningMigration #ServiceCloud #SalesforceFieldService

March 16th, 2016|Categories: Salesforce, Salesforce Lightning, Service Cloud|
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Exciting New Features available in your Salesforce.com

For the last 17 years Salesforce has been on a continuous journey to completely re-imagine CRM for the digital era. And West Coast Consulting Group has been at their side from the very beginning. Our team members were among the first 500 consultants certified for what would become the dominating CRM platform worldwide.

With the launch of Salesforce Lightning, the company has provided an important upgrade for the user interface, enabling deployments across any device. Our consultants are excited about the new Lightning App Builder that helps us develop custom apps for our customers that are fully integrated with Salesforce. But Salesforce has also announced a number of new applications for Sales and Service Cloud, including:  (more…)

February 5th, 2016|Categories: Sales Cloud, Salesforce, Service Cloud|
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