3 Reasons Why Every Company Needs a Dedicated Salesforce Integration User

May 19, 2022
Indranil Chakraborty

Today, more and more businesses are driving productivity by capitalizing the value of integrating AppExchange Apps and other products and tools with their in-house Salesforce instance. Which means that most Salesforce Administrators today are managing an entire ecosystem of Salesforce which includes the core Salesforce instance as well as a family of 3rd party products and tools By integrating Salesforce with other applications, businesses can now tap into vast resources and gain access to enhanced operational visibility. Let’s look at some of the benefits of integration with Salesforce. · Offers all-in-one access to stay logged to a single system. Increased work efficiency because users don’t have to switch across systems. · Enhanced productivity by automating the integration and eliminating duplicate data · Get a unified view from a single data source to drive smart decision making · Boost collaboration and information sharing across teams by integrating two systems · Automate workflows in a virtually code less environment · Get access to data from all integrated systems effortlessly. Before delving into the benefits of a Dedicated Salesforce Integration user, lets understand some of the basics of Salesforce Integration with external apps. Salesforce Integration Processes In order to integrate your Salesforce CRM with external applications that are suitable for your business, you would need a robust and easy to use integration platform that facilitates the seamless exchange of data between the two. There are two primary methods to implement Salesforce integration. App-based Salesforce Integration As the name suggests, App-based Salesforce integration is executed with the help of dedicated integration app. These apps allow Salesforce users and Administrators to integrate the data across two apps and provides a unified consolidated platform to deliver secure, trusted and accessible data to fast-track business decisions. Code-based Salesforce Integration Besides using a dedicated app, integration of Salesforce with external systems can also be carried out by using a programming language. Salesforce’s proprietary language Apex is most commonly used to write algos for integration. Apex has a Java like syntax and comes with several benefits: · Built-in support to Salesforce Lightning Platform · Simple to use, test and debug · Hosted and controlled by the Lightning Platform The AppExchange is a comprehensive bouquet of apps vetted by Salesforce, so you can rest assured that when you decide to expand and boost your organization’s value, you are not compromising on the security of your Salesforce installation. Having said that, there are inherent challenges of integrating any external tools to your Salesforce implementation. Most importantly – How do you ensure all of your integrations are robust and secure? The easiest way to address this challenge is to have a Dedicated Salesforce Integration User. Not only will this empower you to manage 3rd party app integrations more easily, but also boost productivity by saving you time. So what exactly is a Salesforce Integration User? An Integration User can be the perfect ally for a Salesforce Administrator. It is a dedicated full Salesforce license that has a custom profile, and is used for any 3rd party integration, like data augmentation, analytics and reporting, marketing automation, or any custom API based work. An Integration User is a more secure way to move data into and out of your Salesforce implementation without having to rely on an existing user’s license. Security No Integration ever needs full Admin level access. NEVER! In many organizations, Salesforce integrations are accessed via the Salesforce Administrator personal license. While this may work for AppExchange integrations, not all 3rd party integrations are done through the AppExchange and these external apps have not gone through a stringent security audit. Usually, you clone a “standard user” profile to create a Dedicated Integration user instead of using a standard Salesforce Admin user for performing the integration functions. The Integration User is more secure as it will not have the access to the privileges of the Salesforce Administrator user. By giving an Integration System Administrator privileges, you would be giving them access to modify or deletes records or users, reset passwords and add or modify permissions, things that you don’t want to do. It's not about trust, it’s about minimizing the amount of exposure and the amount of risk that you have. Also, in the absence of a Dedicated Integration User, it can be very challenging to determine how and why a record was updated. Admins perform batch updates on records as a part of regular maintenance activities. Those updates often trigger integrations to also check and update the records. If a particular record is updated in a way that requires additional investigation to determine what went wrong, it is almost impossible to establish what was done by the Admin and what was done by integration associated with that Admin user. Stability A Dedicated Integration User simplifies integration and saves time. As an example deactivating users is a time consuming activity for a Salesforce Administrator in the absence of a Dedicated Integration User. When an employee, whose Salesforce license is being used for any 3rd party app integration leaves the organization or changes his/her password, it will disrupt any integration associated with that license. And it can be a while before someone realizes the integration has been interrupted. This means that every time an employee who is associated with a Salesforce user licence is leaving the organization, you will need to check if there are any integrations associated with that license and then migrate those integrations to another user’s license. Clearly this only complicates the issue rather than mitigating it. The same also applies to integrations that are attached to the Salesforce Administrator license. Every time you update the Salesforce Admin password, you also need to update every integration attached to the Salesforce Admin license. Reporting Another benefit of having a Dedicated Integration User is that is enhances data integrity and simplifies reporting. On many occasions while creating reports, you may want to exclude automated systems to provide focussed results. With a Dedicated Integration User, it’s easy to filter and identify what changes have been made by external systems. This can come in handy when wanting to identify how many activities were created by actual team members rather than also including automated records and activities like created by marketing automation. The upfront costs of an extra license and the effort required to set up a Dedicated Integration User can seem daunting. However, in the long run, it’ll make your life much easier and, in turn, save time and money for your business. Want to know more about how to set up a Dedicated Salesforce Integration User? Want to know more about why you need it? Talk to a Salesforce Consultant today! Questions? Our reps have answers. CONTACT AN EXPERT

10 Considerations When Selecting The Best Salesforce Implementation Partner

May 17, 2022
Indranil Chakraborty

Salesforce is the world’s leading and perhaps the most powerful CRM platform that can turbo charge your digital journey, enhance brand loyalty and engagement, enrich customer experience and streamline your sales processes. And while Salesforce is a great out of the box solution, that can truly grow your business, hiring the best Salesforce Consultant is one of the single best things you can can do to get the most from your Salesforce platform. According to an article published in the CIO Magazine in 2018, almost one third of all CRM projects fail miserably. And failure rates have been as high as 70% for some companies. While there could be many reasons for these failures, the one reason that comes out as the most critical one is the wrong selection of a Salesforce Implementation Partner. Which is why you need to adopt a sound approach in selecting the right Salesforce Partner to help you to maximize utilization of the CRM to its fullest potential and deliver that competitive edge. A Salesforce Consulting Partner has the necessary skills, resources and experience you need to transform digitally and grow your business. But on what basis do you choose the best fit one? With hundreds of Salesforce Partners listed on AppExchange, many of them with great reviews and ratings, it can be confusing to select the one that suits your needs best. Here we have listed out 10 points to consider while hiring an ideal Salesforce Implementation Partner. 1. Overall Expertise It is a given that you will hire a Salesforce Consulting Partner with expertise in Salesforce but there are other equally important skills that can help ensure you are able to achieve the goals and objectives you have set out to achieve through your Salesforce deployment. Sales – In all likelihood your Salesforce Consulting Partner will help you to implement automation to augment your sales processes. It is therefore important that your prospective partner has resources with adequate sales experience on their team. Consultants with relevant experience in sales can provide crucial, real-world insight and guidance on sales strategies that may work for your business. Project Management – The approach integrated within the Salesforce platform are not just online practices, they have real impact across departments and teams. A qualified Salesforce consulting partner has good project management experience and can ensure that your Salesforce implementation has real word impact both online and offline. They have extensive project experience running through multiple phases and iterations while ensuring the project stays on course, and delivery is executed as per schedule, and post-implementation training is imparted successfully. The best Salesforce Implementation Partners have certified Project Management Professionals on their payroll to deliver on those objectives. Related Technologies – One of the key reasons why businesses hire Salesforce consultants is to help with integrations with other lines of business. It is important that any partner you select has experience across an assortment of technologies that Salesforce integrates with, from custom apps to out of the box software and other cloud platforms. The question to ask yourself before hiring a partner would be: Can they perfectly deploy and integrate Salesforce solutions into my holistic technology roadmap? 2. Domain Expertise To get the maximum out of your Salesforce implementation, it is absolutely critical that you select a partner who has adequate understanding of your industry domain, has successfully delivered similar projects in the past and can handle your unique business requirements efficiently. Your organization is unique, and it will bring unique challenges and new learning experiences as you go digital. This variety allows your Salesforce implementation partner, to develop the most effective and customized solutions tailored for your specific domain. Domain expertise will lead to faster challenge resolution, innovative solution design and automation, leading to faster implementation and better results. 3. Implementation Methodology If you want to work with the best Salesforce Consulting Partner, you must understand the partner’s implementation approach. Incremental delivery based on an Agile framework is one of the best practices as it allows for phase wise deployment and iterations, which help ensure that your project stays aligned with your business goals and prevents any major deviations. This incremental approach also ensures tight collaboration between your teams and the Salesforce consultants, which guarantees better results. Find out from your prospective partner for specific details such as what methodology they would adopt in your case, what tools they would use for integration, prototyping and flowcharting. If they can’t provide specific answers, it’s time to look elsewhere. 4. Ongoing Support Before you hire a Salesforce consultant, talk to them about what happens once implementation is complete. Understand in detail how they plan to support your business going forward. It’s best to work with a partner who has real-time awareness of Salesforce updates so that your business can stay up to date and stay ahead of the competition. Ensure that the prospective partner will not de-prioritize your support needs over the needs of other larger customers. They should be available for you whenever you need them. Asses what support structure they have. Do they offer 24×7 support? What is the level of involvement are they willing to offer? Match the answers with your needs. 5. Client Reviews Customer reviews are a great way to assess a Salesforce implementation partner’s execution ability and performance in the marketplace. Investigate deeper into positive as well as negative comments posted for prospective partners and understand what customers have to say. Lookout for feedback on their efficiency, domain expertise, timelines, engagement level, delivery, number of projects successfully completed, certifications, training programs, support programs etc. A study of the reviews will give you insights on what to expect from your prospective partner. 6. Certifications Most of the Salesforce Implementation partners have certified consultants on their payroll. Salesforce has many certifications, and you need to know how many of these certifications each consultant holds. Just like you want a Salesforce implementation partner with a wide variety of customers and projects, you also want them to have consultants holding multiple certifications. Make sure that your partner has both Admin and developer certifications at a minimum. Certified consultants need to be up to date with their skills by clearing release exams, so you can be sure that they are well versed with the latest tools and resources. 7. Budget When talking to a prospective partner, it’s important to discuss your budget from day one, so you can identify partners that are within your budget bandwidth. Having said that, you don’t just need to agree on a range and choose the first partner that falls within that range. As is true with many things, expensive choices are not always the best. And hiring the cheapest one isn’t the wisest decision either. Develop an RFP and compare their offerings. One of the reliable ways to estimate the cost of implementation is deriving the Total Cost of Ownership (TCO), which factors in the cost of the Salesforce licenses, services, costs of internal resources, and long-term maintenance and support costs. Choose the partner with whom you are getting the highest value for your TCO. 8. Pricing You may think pricing comes under the budget umbrella, but in reality, it differs. Ensure that you have a clear understanding of the “per man hour” pricing based invoices that will come through to your inbox. These three questions will help you to establish clarity of how to get the most out of your investment Does the prospective partner charge any extra fees over and above the stated hourly rates? Do they charge for initial discussion meetings, discovery sessions, initial presentations, etc? Do they have any onboarding charges? If the answer to any of the above questions is yes, it will not be a figure you can ignore. Be aware of what’s part of the agreement and it is always better to ask these questions upfront, than to get surprised later. 9. Passion Passion can be hard to quantify, but it’s worth looking at. Since Salesforce is going to be an integral part of your business, your team members would be spending a considerable amount of time working with the consultants you eventually hire. You might want to make sure you’re doing business with an enterprise that is passionate about the technology offered by the Salesforce platform and also about your success. 10. Location Although technology has blurred borders, it might be wise to work with a Salesforce Implementation Partner that is geographically close to you. Not only will this eliminate the challenges of working synchronously across time zones, but it will give your teams the opportunity to work more closely with the partner consultants. There is nothing better that face-to-face communication, even if done only on a quarterly basis. It just allows your team members to feel more comfortable and can facilitate better involvement and alignment amongst teams. Identifying the right Salesforce Implementation Partner can be challenging. There are many out there in the marketplace, and it can be difficult to figure out the best choice for your business. Keeping these 9 considerations listed above in mind during your search can go a long way to ensuring that you find the best fit partner for your business Girikon is a Gold Certified Salesforce Implementation Partner that provides expert guidance and support throughout the client’s growth journey. Get in touch with one of our experts today to know more about how we can help you. Questions? Our reps have answers. CONTACT AN EXPERT

The 8 Key Steps of Marketing Automation Implementation

May 12, 2022
Indranil Chakraborty

Marketing automation is a technology-based platform that empowers marketing teams with a set of powerful tools to holistically manage and monitor their digital marketing initiatives. Having said that, in the absence of a successful implementation, businesses are less likely to leverage the full potential of the software. Let us understand Marketing Automation is a little more detail. What is marketing automation software? Marketing automation software streamlines the marketing processes that are used to support digital marketing initiatives. This includes managing and monitoring online campaigns, segmentation of target audience, user behaviour analysis, traffic monitoring, and lead conversions. What is marketing automation used for? Marketing automation software is designed to save time. It effortlessly automates repetitive tasks, thereby reducing human error, and helps achieve better, more efficient results. Marketing teams can focus on more strategic tasks, such as campaign design and planning, refining goals, research, measuring brand awareness, monitoring KPI metrics, and more. Many people think email marketing automation is synonymous with the term "marketing automation." However, marketing automation does a lot more than just that. With Marketing automation software, you can streamline the following tasks: Lead generation, cultivation, and conversion Audience segmentation Upselling and cross-selling activities Customer loyalty and retention initiatives Campaign optimization with Analytics and reporting Alpha/beta testing to understand which content works best Marketing automation software also helps in enhancing your customer data and refining customer profiles. Marketers can use this data to augment the customer experience by launching tailored, personalized experiences across digital channels. How does marketing automation software work? The beauty of marketing automation software is that one can easily integrate custom workflows into the software. The software using six common processes for producing results: Aggregate data from potential customers through multiple interaction channels – website, app, email, ads, videos, surveys, and other digital marketing touchpoints. Create useful and relevant content based on the data collected. Identify, segment and target prospective customers. Design campaigns to deliver personalized experiences across multiple digital marketing channels, including web, social, email, and mobile. Based on customer actions, schedule pre-defined triggers for activating cross-channel workflows to regenerate marketing qualified leads. Analyze and monitor results and re-adjust the campaigns. Understand what's not working and refine as necessary to deliver higher marketing ROI. The adoption of marketing automation platforms has exploded over the last few years, with clear signs of businesses adopting a “go-digital first” approach. According to a recent report from Forrester, researchers forecast that by 2023, marketing automation software spending will grow to $25.1 billion annually, up from $11.4 billion in 2017. Marketing automation software is similar to CRM software in many ways in that it’s a fantastic technology tool with tremendous power, but it’s only as good as the implementation, process and commitment behind it. Marketing automation software is a lot like CRM software in many ways. It’s a powerful technology tool, but like CRM, it’s only as good as the implementation and the commitment behind it. And like CRM, businesses are wowed by its capabilities, but when it comes to putting the right plan and process in place to ensure its success, they fail to do so. Here are 8 tips to recognize the potential pitfalls that come with implementing marketing automation and help you to ensure your company starts off on the right path. 1. Define goals and requirement upfront Before you go ahead with implementing marketing automation software, it is essential to define what requirements you have from the software and identify what business goals you wish to achieve. Depending on the scale of your business, marketing automation can replace existing tools (paid or free) that you may already be using for your digital marketing activities. One of the key benefits of marketing automation software is that it works as an all-inclusive solution for online marketing; so you can consolidate your tools to not only bring inefficiency of your processes but can also reduce the expense of the software. 2. Choose the right marketing automation solution Once you have established your requirements and defined a budget, it’s important to choose the right marketing automation software that you want to work with. The marketing automation industry is a crowded space these days and it will only get more and more cluttered going ahead, with many viable options available. So, what exactly should you look for and on what basis should you evaluate potential options? Here are 5 primary criteria to consider: Feature set Most marketing automation platforms come with a similar set of tools, such as automated processes, website traffic tracking and analysis, lead scoring, etc. Look for a solution that meets your unique requirements. Make sure that you aren’t paying for a stack of features you don’t really need. Ease of use Usability is an important selection criteria. The solution you select should have an intuitive interface that makes it easy for marketers to do what they want to do. Every software has its own way of doing things. Do thorough research on what’s available and home in one that will require the least amount of training. Integrations Most marketing automation platforms can integrate with a variety of 3rd party systems such as Salesforce, AdWords etc. Discuss with your marketing teams and identify what integrations are vital to them and select the platform that has a strong integration with those systems Support Regardless of what your requirements are, it is paramount that you choose a marketing automation platform with best-of-breed support. You want to make sure that you select a supplier that stands behind their product and treats all customers—from the smallest entry-level account to a large enterprise—with the same level of committed customer service and support. Pricing The pricing models of marketing automation platforms vary significantly. Some may appear to offer significantly lesser pricing than others, but when you add up upfront costs for training and implementation, and other features that are “opt-ins,” the price goes up considerably. Make sure you are thoroughly aware of all costs, and consider budgets for a long term period – typically 1-2 years. Be sure you consider any lock-in periods. You don’t necessarily want to be locked in for a long-term commitment. It is also equally important to know what is your exit strategy? If the platform doesn’t work as intended for you, what’s the cost of exit? 3. Understand what it’s going to take for implementation Once you’ve made a selection, it’s important to understand what it’s going to take to implement the selected solution. This includes your budget of course, but you also need to make sure you have the relevant internal resources in place to adopt it. In many cases, hiring an external consultant works well to help with planning and implementation. Another important aspect to consider is how your organization’s culture will need to change or adapt in order to achieve improved marketing results. Marketing automation blurs the lines between territories of marketing and sales, so it will help you to understand the implications of that in the long run. 4. Put a plan and process in place Having a solid strategy and plan in place is absolutely critical to the success of your marketing automation implementation. Work closely with your marketing teams to understand the core objectives and goals and together. Document a clear roadmap with milestones and metrics before rolling it out. Here are some things you may want to consider in your planning: Identifying the admins, users and rules for managing the platform Working with marketing teams to define what constitutes a qualified lead Determining how the platform will integrate with other third party systems Migration of contacts, with user preferences from your current email platform Integrating lead generation forms on your website Set up and configuring subscription management Set up website visitor tracking Designing email and landing page templates to align with your brand There’s a lot more that goes into planning. Make sure your marketing automation vendor and/or implementation partner assists you with a check list to guide you in your planning. 5. Start simple and evolve You might be tempted to start using all of the exciting tools and features you’ll have at your fingertips. However, it would be wise to start by deploying what you’re currently doing and then gradually add other features once your users have engaged with the platform and developed confidence in it. Start simple with your current use cases and build out as you go, learning and evolving from the reports and analytics, adjusting and refining your efforts based on your experience. There is no need to feel obligated to utilise every possible feature of your marketing automation platform just because it’s there and you’re paying for it. Rome was not built in a day! 6. Consider bringing in a consultant It might be worth considering bringing in external help to assist you with your implementation. Most companies hire an external consultant or implementation partner for their CRM implementation, and while marketing automation is perhaps a less complicated process, it does require expertise, skills and experience that you may not have in-house. A qualified partner or agency can not only provide the necessary expertise and guidance needed for planning and implementation but can also help you with marketing strategy and campaign development along the way. Irrespective of the marketing automation platform you select, most of them have similar partner programs and can suggest a relevant and experienced partner for you to work with. 7. Train your staff Your marketing teams must understand the value of a marketing automation solution, what it does, and how it can be beneficial. Work with your implementation partner or consultant to train your staff on how to use the features of the platform. Get them to organize the repetitive tasks into workflows so that they can focus on other core activities like campaign management, lead scoring and customer satisfaction. 8. Review marketing automation results regularly It is vital that you monitor your investments and assess results. Using the analytics you collect from your marketing initiatives will assist you with making the necessary changes to maintain alignment with your core business goals. Your business is unique and so should be the marketing software you use. Monitoring results on a regular basis and evolving as you go will help you to stay ahead of the curve. Girikon is a Gold Certified Salesforce Implementation Partner that provides expert guidance and support throughout the client’s growth journey. Get in touch with one of our experts today to know more about how we can help you. Questions? Our reps have answers. CONTACT AN EXPERT

How to Grow Your Business Rapidly Using Salesforce Marketing Cloud?

May 5, 2022
Indranil Chakraborty

Your customers prefer digital first. And that’s great news. Because now you can do more with every interaction your customer has with your brand. The secret lies in is connecting these interactions across the journey. That’s what it takes to foster long term relationships. To create a trusted enterprise that customers love to interact with. And for that you need to unify all the data customers have entrusted you with and put it to smart use. To make interaction more relevant and personalised. Across commerce, digital experiences, sales and customer service. Salesforce Marketing Cloud puts data at the heart of the relationship and that begins with knowing your customers. Marketing cloud combines all your data to create a single source of truth, and gives you a 3-dimensional view of who they are and what they seek. In real time as and when their needs change. So not you can personalize every interaction whether it’s a welcome email for a new customer or an ad for a product. And with Einstein AI, the heavy lifting is done for you. Marketing Cloud helps you enhance the impact of your interactions. Giving you actionable analytics on business goals in real time. With Marketing Cloud, marketing campaigns are more personal, more valuable and more relevant. And with Slack you can adapt with agility, because your teams, partners and tools are more connected and insights are more accessible. Marketing Cloud comes integrated with a full suite of products, each designed to deliver specific benefits to help you drive your campaign goals. MARKETING CLOUD PRODUCTS Marketing Cloud comes integrated with a suite of products designed to strengthen your customer relationships across every interaction. Let’s look at some of the key ones to know exactly how they can help you turbo charge growth of your business. Journey Builder Build personalised customer journeys across channels and departments. BE AWARE OF CUSTOMER CUES Connect all your customer data from any source based on attributes, browsing behaviour, and purchase history to deliver personalised messaging. Automatically ping customers in their journeys in real time based on purchases, mobile app downloads, or closed service requests. Continually evolve customer journeys based on their current and predicted behaviour. CONNECT THE CUSTOMER EXPERIENCE Visualize customer journeys for better understanding. Communicate effortlessly across email, SMS, notifications, ads, landing pages, and apps — so your customers get the right information at the right time, on any device. Unify marketing, commerce, sales, and service across the customer journey to improve engagement. ADAPT WITH EACH CUSTOMER Develop and manage automated journey logic for customer engagement, purchase decisions, random journey bounces, and content views. Be prepared for every kind of customer interaction. Deliver custom personalised journeys to up to millions of individual customers. Leverage reporting to drive actions based on performance and trends. DELIVER DISTRIBUTED MARKETING Delivery branded journeys across email, mobile, and advertising. Share customer journeys with stakeholders such as owners, franchisees, and partners. Customise journey content with integrated tools available in Sales Cloud, Community Clloud and Service Cloud. Aggregate customer journey data and analyse individual engagement to optimise each journey. Email Studio Unify all departmental data to build and deliver smarter email messages. TARGET YOUR AUDIENCE Use drag-and-drop tools to refine your subscriber list, to deliver relevant messages. Filter millions of profiles in seconds. Schedule outbound messages, distribution of reports, and data imports from external sources — so you can focus on creating great campaigns. With Einstein, recommend content that resonates with highly engaged subscribers and improve conversions. BUILD STUNNING EMAILS Quickly and effortlessly optimise emails for mobile. Use content blocks to populate email designs effortlessly with world class templates. Delight your audience with tailored, real-time content with drag-and-drop functions, or HTML code and personalised scripting language. Deepen customer relationships with email conversations that drive every stage of the customer journey. AUTOMATE YOUR EMAILS Get your message to the top of the customer’s inbox — at the time your customer is most likely to see it. Improve your marketing team’s efficiency by automating outbound delivery schedules. Maintain 1-to-1 relationships even with an audience of millions with the flexibility and scalability of Salesforce. Run complex performance reports to determine what’s working, what’s not, empowering you to perfect each campaign. Advertising Studio HARNESS CUSTOMER DATA Use any data across Marketing Cloud, Sales Cloud, and Service Cloud to refine your advertising. Synchronize customer records instantly across digital channels even with an audience of millions. Use Audience Studio to build audiences on the entire display advertising ecosystem – Facebook, Google, Instagram, LinkedIn, Twitter, YouTube. CONNECT YOUR CHANNELS Synchronize advertising and email to expand your reach. Smartly identify and reconnect with customers who are no longer interacting with your brand, on their preferred channel. Control advertising spends on social media channels and optimise spending by excluding unwanted segments. GENERATE MORE LEADS Enhance your customer acquisition and cultivating strategy by connecting your advertising with lead scoring, nurture campaigns, and sales teams. Automatically import Facebook leads into Salesforce and take immediate action. Increase the ROI from your Google AdWords campaigns by separating your prospect and existing customer campaigns. Interaction Studio GET INDIVIDUAL INSIGHTS Build more accurate customer records by identifying anonymous and named profiles, and make use of customised customer identity-matching policies. Automatically catalog all products, content and all related metadata to drive machine-learning recommendations. Monitor digital behaviour to the last detail to gain an understanding of each customer’s interests, affinities, and intent. Drive actions by bringing in attribute and transactional data from any source using industry standard connectors, ETL, or API and JavaScript integrations. GET AI-DRIVEN OPTIMISATION Use real-time segmentation and sophisticated AI to deliver contextual experiences that inspire call to action. Use the power of Einstein to recommend products, content, and more based on each customer's unique preferences. Use the power of Einstein to align your customer's ideal next step with their interests and present them with the next best action or offer. Customise, refine, and manage algorithms that power your personalisation strategies. DRIVE CROSS-CHANNEL ENGAGEMENT Guide each customer along the most appropriate path and engage with them based on their preferences on the channel of their choice. Track customer behaviour and trigger personalised recommendations and offers across channels and devices. Connect online experiences with offline ones, such as interactions with call center agents and in-store associates. Deliver a connected experience to customers with consistent, relevant, and timely communications across channels. DO TESTING AND ANALYSIS A/B test algorithms and experiences to optimise and improve key metrics such as conversions, clickthroughs, revenues, and more. Define key goals for your campaigns such as sign-ups, purchase and downloads. And analyse your results to drive improvement. Effortlessly segment your users and compare engagement levels between audiences. Slice and dice all of the data collected in Interaction Studio, or apply machine learning models and simulations using the data science workbench. Datorama EMPOWER EVERY ROLE Get access to cross-channel analytics and insights and drive ROI and growth. Augment leads and conversions and grow you pipeline with unified reporting and analytics across your interactions such as ads, email, social channels, website and CRM. Do away with manual reporting and utilize the power of AI driven analytics to drive growth. Deliver scalable and customised solutions in a agile framwork and maximise ROI. Optimise the value of your content across channels, sites, and devices with native reporting and insights for your customers and teams. CENTRALISE YOUR DATA Utilise the comprehensive marketing-centric API library to integrate your data across platforms and content such as social, search, video, web analytics, CRM, and email. With access to thousands of marketing tools, get the flexibility to connect to any data source. Automatically map all your fields into a consistent classification with dynamic data modeling so you can focus on insights. Get complete control of all your marketing data in real time with AI and automation, as it changes over time, regardless of where the data is or it’s format. VISUALISE AI INSIGHTS With stunning visual insights, know what’s working and what’s not across all your campaigns. Get actionable day-to-day recommendations to stay on top of your KPIs. Convert countless hours of analysis into minutes with automated regression modelling and statistical analysis. REPORT ACROSS CHANNELS Visualise KPIs, trends and analysis in depth, and filter results for platforms like Google Analytics, Facebook, Adwords, and more. Monitor and enhance every investment, performance, and goal across your teams, campaigns, and channels with a 24/7 interactive campaign reporting experience. Deliver custom dashboards and reports to each stakeholder across email, social, advertising, and more and empower your teams and partners to make smarter decisions. COLLABORATE WITH AGILITY Drive ROI with real-time actions to modify campaigns and budgets across advertising channels. Integrate your chat platform with your dashboards to enable teams to collaborate on analysis and decision-making. Measure your progress against goals by putting every performance in context. Get automated predictions on goals, and get recommendations on next steps to achieve the best goals. Share dashboards, insights, and reports with clicks, instantly or scheduled. Pardot AUTOMATE YOUR MARKETING Automate outbound emails and trigger marketing tasks custom parameters. Personalise the customer experience, push targeted offers, and effortlessly nurture email journeys with new information. Respond to prospects exactly when it matters, discover what’s happening between sales calls, and get alerts on recommended actions. Use in-depth data about prospect activity and drive more relevant conversations. GENERATE MORE LEADS Launch stunning, branded landing pages using best-in-class templates and customise content with a powerful visual editor. Create professional email campaigns, at scale, that deliver results and drive customer engagement. Integrate SEM and SEO programs to get visibility on the ROI of your campaigns and refine your marketing activity. CALCULATE MARKETING ROI Correlate closed leads with marketing efforts and examine campaign success by channel. Build and save custom views of your data, understand how prospects are engaging with you, and get a 360 view of every customer. Check the health of your funnel in real time and identify bottlenecks so you can address them. Share key insights and collaborate with data-driven decisions to continually evolve marketing programs. With Marketing Cloud you can Build customer relationships for life with a data-first approach. When combined with Slack, work flows and relationships grow. Now you can bring your marketing teams together with the people, partners, and tools that they need to drive the customer experience. Contact a Certified Salesforce Implementation Partner today to know more about how to harness the power of Marketing Cloud to drive growth for your business.

Girikon has been a crucial partner in our Salesforce deployment. Their team exhibited outstanding technical acumen and responsiveness throughout the project lifecycle. They conducted a thorough analysis of our system requirements, developed a detailed implementation plan, and executed it with precision. Girikon's deep understanding of our business processes enabled them to deliver a customised solution that not only met our core needs but also integrated advanced features and automation capabilities we hadn't previously considered. Their expertise in Salesforce architecture and their innovative approach have been instrumental in the successful roll-out of our system.

Mitesh Chandra Corporate ICT Solutions Architect

I have worked with Girikon for a year, selected as part of a complex RFP process. Everyone I work with on the team helps me to be successful. Don't worry about time zone differences - team members are available for your work time. Technical knowledge is outstanding and so is the attitude toward customer support. Add the cost effectiveness of hybrid on/off shore, and it is the perfect combination for us. We have more to implement, so I expect the "Services provided" selection will increase over time.

Anne LapinskiDirector of Marketing and Digital Transformation

The team at Girikon transformed our business (specifically the Revenue group - Sales, Marketing, Success) by migrating us out of our old CRM and into HubSpot. We had 10+ years of data, contacts, financials, etc. to move from Infor to HubSpot. Projects like this are difficult and can be overwhelming. Girikon made it easy for us. They listened, collaborated, and took action. Thanks!

Nate CoxSVP of Revenue

What an excellent and seamless execution! The Girikon team has done a fantastic job implementing the HubSpot Service Hub for us. They were able to tailor the integration to our requirements, pulling in the specific data we needed from our ERP system (IFS). The entire team is highly responsive and always ready to assist whenever needed. They also helped us with a significant amount of ticket automation, responses, and the creation of numerous forms to streamline our ticketing system. I wholeheartedly endorse the Girikon team for any HubSpot integration with an ERP system. This experience has been exceptional, and we're likely to engage their services again in the coming year.

Douglas PlattProduct Support Manager

We contracted with Girikon for creation of an external database to connect to our HubSpot account. Their timelines were accurate and their communication was timely and transparent. We were given many opportunities for feedback to ensure that the database was working exactly as we need it to. The entire team was responsive and helpful, and we appreciated their hard work. We would definitely use them again should another project arise.

Cathy TiltonMember Relations Manager

We started working with the Girikon team in April 2023 to migrate our CRM from LeadSquared to HubSpot. From the very start, we were very impressed by the responsiveness and expertise of their team. Ours was a relatively complex implementation with many custom developed solutions, and the Girikon team took on each challenge with enthusiasm and gusto. While it wasn't always smooth sailing due to the various HubSpot limitations, the Girikon team of Jitendra, Niwedita, Sweta, Ajay & Deepak never gave up and made sure to think of innovative custom developments to solve the challenges we were facing. Kudos to them!

Sanjay DhingraChief Operating Officer

Girikon has been an exceptional consulting partner since we began working with them in May 2023 to onboard HubSpot as our companywide CRM. Their team supported us with the configuration and deployment of Sales Hub, Service Hub, and various customised reports and functionalities. Girikon demonstrated a profound understanding of our business needs within the CRM framework and guided us through best practices with tailored solutions. They excelled in facilitating CRM training for our internal staff and were consistently available, responding promptly to any questions and feedback. We are grateful to have partnered with such a fun, friendly, patient, and talented team at Girikon, who exemplify true collaboration and partnership.

Madelon BarrowDirector of Client Experience and Support

We had an excellent experience working with Girikon. Reshma, Dheeraj and Jaimie were awesome to work with. They made the implementation so easy. Highly recommend Girikon to anyone looking to implement HubSpot.

John MackVP

We had the pleasure of working with Reshma, Dheeraj, Ajay and Brady. They assisted us with our onboarding efforts to HubSpot and helped in creating some automated workflows to streamline our sales processes. As a small business, implementing a new system and different sales related tools - while keeping the business running was a bit stressful, but this team had all the necessary skills (and patience) to make it a smooth process. Thank you very much Girikon team, we'll definitely recommend your services whenever we get the opportunity!

Tony CurranCo-Owner

Girikon has been an outstanding Salesforce partner for our company. They have customised our database to suit our business processes, and taken time to understand the way our business works. They are proactive and supportive and very diligent in keeping to deadlines. I would recommend them to anyone who would like a reliable Salesforce partner.

Tom Cheetham, Sales Manager

Great team of people. Very patient, understanding and accommodating to our project’s needs. And always happy to answer any of our questions we had.

Steven Tran, Salesforce Administrator

The offshore team were professional, prompt and responsive. The local team were able to grasp what we needed and understood our business and our requirements in a speedy manner. This allowed them to come up with a solution which has improved our business efficiencies and given us a platform for growth.

Natasha Porter, Operations Manager

Being our first time hearing of Salesforce, Yiannis and Mokshith really helped us get our head around what it is and what it's capable of doing. We came to them with many problems we needed solved for our Advocacy Service, and we were able to get an outcome that works great for our needs. Our day-to-day operations have been streamlined by cutting out a lot of back and forth to the students using our service with a tailor-made form that addresses all the information we require upfront, rather than later through many emails. Compared to the system we were using previously, Salesforce and Girikon together, allow us infinite opportunities to improve our service. We are continuing to work with Girikon for other projects our broader business needs and are sure the outcomes will be successful too.

Maddison Federico Student Engagement Manager

The team are engaging and knowledgeable of the product. They are capable of providing advice and recommendations for "non-technical" people?. The team are responsive and continue to support us on our Salesforce journey, no matter how big or small the question. We look forward to continuing to work with the team.

Katrina Bye Commercial Operations and International Manager

Girikon has been our trusted Salesforce advisor for 2 years. We needed a partner who really understood our unique challenges, and with their extensive experience in Salesforce consulting for the not-for-profit sector, Girikon helped us get closer to the finish line.

Jenny Davidson CEO

Girikon was excellent in suggesting and implementing what's a simple process but actually has a number of underlying processes that we now use to better forecast and report over time. If I were to say, there's probably Agile project management at its finest.

Carmelo Pellizzeri Director of Revenue Operations

As we were the first higher education institution in our region to adopt the EDA with the Student Success Hub (SSH), there was a lengthy scoping phase for this project. Girikon were excellent in assisting us with discovering our needs and how Salesforce could meet and exceed those needs.

Rob Corner National IT Manager

Girikon's attention to detail and willingness to find integrated solutions with our existing platforms was outstanding. The level of resources they provided to the engagement always made us feel prioritized as a client and kept the project on track. Overall it was the quality and level of project management that stood out across the engagement to make it so successful.

Bevan Nicholson CEO

Our experience with the Girikon team has been fantastic. They helped us develop a custom Salesforce solution to integrate our new website with Salesforce, right before the launch of one of our major annual-giving campaigns. They helped us develop a custom API to integrate our new website with Salesforce, set up our campaigns and streamlined the overall campaign and donor management process. As a small not-for-profit with limited resources, Girikon has become our go-to Salesforce partner. Thanks Girikon!

Maheen Iman Marketing Manager

Thanks so much to everyone on the team for getting Phase 2A completed on schedule.

I appreciate the cooperative spirit and the attention to detail that enabled us to streamline the entire process in order to achieve success and to meet our goals.

I couldn't be more thrilled to work with such a terrific group of people, and I'm looking forward to working with you on the next 2 phases of the project!

With many thanks,

Cesar Muradas Director of Technology

Very happy with Girikon, as they finished the project working as a team and they got really engaged with our needs and specifications. The communication was excellent and I am more than happy to recommend Girikon to anyone for salesforce projects. Keep up the good job!

George GkoumasSpecialist Technician

"Outstanding Communication"

Jack SocratousNational Product Support, Training & Marketing Manager

It was an absolute pleasure working with Girikon. In all the projects undertaken from us, they have been very helpful in building solutions for our ORG. Also, they have very competitive prices. We Will definitely hire them again for any future projects.

Ali AbbasSalesforce Administrator

Girikon has provided a great 'end-to-end' solution with a minimum of fuss and hassle. The iterative manner by which the project evolved has ensured a 'fit for purpose' outcome. Thank you!

John MitchellCEO

Short term initial engagement with real benefits from the product and solutions scoped and delivered. Good experience with an educated & passionate Salesforce implementation partner.

Chris CaddenSales Manager

The team at Girikon were knowledgeable with Salesforce, it's limitations and how best to leverage the resources available to achieve the best outcome. Engagement was flexible and the team continue to support our business.

Beau de la GardeClient and Operations Lead

?Yiannis and the team listened carefully to what I needed to achieve and delivered on time and in budget. I look to working with them again in the future.

Sinead MonaghanCommunity Development Officer

Girikon team are professional, knowledgeable with Salesforce product and meet objectives in a timely manner. They are a pleasure to work with.

Jennifer GaleaFinance Manager

The team at Girikon, they were very professional and detailed in every way! They spent a good amount of time identifying our scope and meticulously understanding our processes before we wrote a single line of code. When they presented a schedule, they stuck to it and the after development support has been top-notch. The Devs have great personalities and I have enjoyed spending time with them building the structure that supports my business. These guys are the best and we already have additional work slated to do with them. We have found a partner for life in Girikon!

Daniel GourleyPresident

From day one, I noticed several differences between Girikon and the previous firms we had worked with. The major difference was the daily communication. I was not only able to jump on a phone call once a day to answer any questions, bounce my ideas to the team and receive progress updates, but also received a daily progress report with upcoming work items.

A project handed off a project to the Girikon team will most certainly be a quality delivery on time and within budget!

Mark HomerCEO

We have been extremely impressed with all of our projects with Girikon. They have helped streamline our internal processes, and made our daily work environment a better place to be. Our work together has reduced the amount of tedious "plug-and-chug" work, helped us to innovate new processes, and allowed us to focus on helping our clients.

Joe BrodarDevelopment Strategist

We at Go! Go! World have had the pleasure of working with the team at Girikon on a very niche project involving multilingual Salesforce B2C implementation.

With brilliant analysis, planning and execution Girikon, not only delivered what we needed but also added value by recommending additional features that we did not previously think possible. Their work ethics and requirement understanding is top-notch and we are absolutely looking forward to working with Girikon for future projects.

Chris BaekCOO

I can highly recommend the Girkion Team. They have been amazing since my first contact with them via their website to our Go-Live Date.

Erin MacdonaldBroker Support Officer

Girikon were a very diligent team that helped setup our quick-start Salesforce implementation to enable us to have over 250 accounts, over 1,000 contacts and a number of opportunities transferred and then configured for our requirements.

They listened to our requirements for an effective sales engagement process to be implemented, whilst ensuring integration from Pardot was effective for a streamlined process from lead to opportunity. Our team, whilst small in numbers, are scattered around the world, so being able to implement an effective solution that could be trained quickly for users and have them aligning their use was really effective from Girikon

Daniel HibbertCommercial Director

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