Salesforce Integration: 7 Reasons Why Your Learning Management System Needs It

April 28, 2022
Indranil Chakraborty

Learning and training activities of teams across industries has gone through an enormous transformation since the onset of the pandemic. As companies move their pre-hiring, onboarding, induction, and training activities online, the importance of learning management solutions (LMS) has been on the ascendency. LMSs are vital for organizations to train their employees and improve productivity, product or service knowledge and in due course boost their career growth. An LMS allows businesses to tailor their training delivery to augment staff engagement. Salesforce complements LMS systems perfectly to make your eLearning processes smarter and more efficient. Being the world's No1 CRM, Salesforce integration with your LMS allows you to track your customers better while ensuring that customer support teams get adequate and effective training to improve customer experience by fostering engaging relationships. With Salesforce integration with your LMS, you can get deeper insights on the courses and content consumed by your learner community. Now you can get a bird’s eye view of the learner relationship. Get meaningful insight into relevant metrics to leverage your business and deliver customer satisfaction. Get real time visibility on frequency of learner visits to your website, the engagement metrics of your training program, the acknowledgements your customers have received, and personalize their learning journey. With Salesforce LMS integration, you can establish a clear correlation between the training of your customers and the success of your product. And that’s because your customers need to have a complete understanding your product/service in order for them to invest in those products or services. With the powerful UI features of Salesforce, you can empower your customers to visualize the future trends once they learn more about your product/service. How is the Salesforce LMS Integration done? Salesforce integration with LMS is done using an application programming interface or API, a piece of code that allows the two different applications – Salesforce and your LMS, to communicate with each other and share data. Usually, the entire process of deploying the API is pretty straightforward and your LMS administrator should be able to do it in a breeze. And once that’s done, you can decide which data fields in your LMS instance you wish to push to Salesforce. Those fields may include what courses learners have completed, what certifications they’ve opted for and their certification status, and their scores in periodic assessments. When you view the learner’s account record in Salesforce, you can view information about their learning progress along with the usual details like sales funnel and performance, contact details, calendar information and customer details. So, what does a Salesforce Integration with your LMS do for your organization’s learning and training requirements? Let’s find out! Streamline Training The merger of Salesforce and LMS greatly streamlines training of customers, partners and employees. This is particularly helpful when you need product certification training. In addition, it also shows you the completion progress of the training and what additional courses need to be allotted to learners. Data is at the heart of Salesforce, and the integration with your LMS would help in eliminating most of the manual work associated with data handling and the eventual errors associated with syncing, importing and validating the data. Providing access to your LMS within Salesforce will help boost adoption rates for learners. Users who are already familiar with Salesforce will be able to easily adapt to your LMS and merge it with their existing schedules. Salesforce integration with your LMS will also boost collaboration between teams and departments. Teams and learning groups can work towards shared business goals. Successful businesses are always looking to innovate to improve their training programs and/or allocate their resources more effectively. Salesforce integration with LMS empowers you to track specific learning initiatives and learner satisfaction. With the help of powerful collaborative and engagement tools bundled with Salesforce, you can gather valuable feedback on course ratings which would tell you which training programs are popular and which need some fine-tuning. This will help you to improve your sales training strategy on an ongoing basis and create more personalized learning resources for your learner community. Augment Customer Service LMS Salesforce integration will help you to quickly identify performance and skill gaps, especially when dealing with customer service issues. You can get a clear view of training material most accessed by customers which will give you a good indication of the products that interest them, as well as the knowledge they're lacking. Salesforce integration with Learning Management Systems also allows you to empower your sales teams with the learning resources they need to keep customers informed, for eg online tutorials about a new product or service so that they can better utilise those offerings. Empower Your Workforce Across Geographies Managing training for remote sales teams can be challenging. Especially when you need to address individual gaps and goals, as well as performance issues. LMS solutions that are integrated with Salesforce empower you to deliver contextualized training experiences, automatically updating relevant training content and certification programs. You can also give individuals the opportunity to track their own reports, which allows them to take charge of their training process. Superior eLearning Reporting Integration with the World’s No1 CRM supercharges your LMS’s reporting capabilities. By combining the power of both, integrations deliver richer data that can be used to greatly enhance existing eLearning programs. Salesforce’s integration features remove a lot of the manual work that can make eLearning reporting cumbersome and time consuming. You can generate custom reports within Salesforce for your training data. With Salesforce’s powerful analytics engine, reports can give deep instant insight into the efficacy of your training programs. Organizations can measure course progress, course completion level, learner engagement and so on. The integration will also give you access to AI-powered learning path recommendations based on job roles, learning history, interest, etc. Combining sales-related data of customers and the learning programs they participate in, may yield unexpected insights. Those data-driven insights could, potentially, lead to additional revenue opportunities like new product lines and variations in training programs. Single Sign-On (SSO) Single sign-on (SSO) is another remarkable benefit of Salesforce-LMS integration for organizations across industries. Learners and instructors can switch learning platforms easily without having to log out to access training and learning content. Employee data in Salesforce automatically syncs with the data in the LMS. SSO allows learners and admins to use both platforms with a single set of credentials which facilitates a superior user experience that can boost adoption and completion rates.. SSO ensures a secure and hassle-free login experience for learners, trainers, and administrators. Improve Employee Satisfaction and Retention Satisfied employees who effectively receive the training they require are more likely to remain in your organization. An LMS which gives them easy access to all the tools they need, removes training barriers. A Salesforce Integrated LMS empowers individuals to augment skills and expand their knowledge more effectively. LMS Salesforce integration also allows them to view course assignments relevant to their job responsibilities and skill sets easily. A self-paced collaborative learning approach driven by AI improves engagement and builds confidence amongst learners. Stay on top of Compliances The auto-sync feature of Salesforce allows you to share data between Salesforce and your LMS. This allows you to monitor the status of every member on your sales team on where they are on compliance certifications and necessary training. Salesforce integration also allows you to apply assignment rules when launching your sales training initiatives. For example, only a specific set of members of your organization receive notifications for a new certification course. They can also choose to opt for voluntary sales training based on their individual goals and job responsibilities. Wrap Up Organizations of different sizes depend on Salesforce for effectively training their employees across departments. Integrating LMS and Salesforce for skill development and upgrades delivers improved learner performance, boosts employee retention, enhances the learning experience, and improves satisfaction within your organization. Salesforce enables LMS to deliver online and offline learning within a unified ecosystem, drastically reducing the manual effort required to manage courses, cost of in-person sessions, reporting and analytics. Want to know about the benefits of integrating Salesforce with your LMS? Get in touch with a Certified Salesforce Implementation Partner today.

How to Avoid Salesforce Implementation Challenges and Boost User Adoption

April 20, 2022
Indranil Chakraborty

You may have done everything right including procuring licenses to the world’s #1 CRM or partnering with a certified Salesforce Consulting Company for implementation. But at the end of the day, if your intended user group does not adopt the new platform, then the CRM fails to serve its purpose. Organizations implement Salesforce because of its flexibility, scalability and versatility. But if a successful Salesforce implementation has the potential to transform your business, a failed Salesforce implementation can leave you high and dry with a platform that your stakeholders aren’t willing to adopt. User adoption is key to a successful Salesforce implementation. And some of the significant threats to a failed implementation are slow user adoption, insufficient attention to training, and challenges in re-aligning the organization with the new way to work. Here are 8 tips to boost User Adoption after a Salesforce Implementation. Key Stakeholder Buy In For any Salesforce implementation to be successful, leadership buy-in is critical. Ensure that your leadership team (or you, if you’re the boss!) understands the strategic value that Salesforce can bring to your organization. Having said that, acceptance alone is not enough. They need to be the first adopters of the new way of working. Leadership from the front motivates staff and employees to follow their example. Your Salesforce implementation will be successful only if the top management lead the change management process. Merely “big vision” talk by the leadership about CRM success is not going to be enough. Employees are inspired to step up and take responsibility if their leaders walk the talk. For instance, you as a business leader, no longer needs to ask for reports. Use the analytics feature of Salesforce instead. Celebrate a new deal and collaborate with your teams on Chatter, wish them on their birthdays and acknowledge high performers. Here are some of the things your leadership can do to show support for Salesforce Review analytics in Salesforce instead of sharing spreadsheets across email Collaborate and celebrate in Chatter Make adoption metrics discussions a part of your organizational meetings Elicit Feedback A fresh installation of the CRM that is in use does not always mean you are all set. There will always be questions from users who are still getting a hang of the system. These users should have a mechanism by which they can submit questions, raise support tickets or bugs and know how long it will take to resolve them. No matter how big or small your organization is, having a Salesforce expert on your team will benefit you as your business grows. You can choose to hire a full-time Salesforce admin, or hire a Certified Salesforce Consultant, depending on the needs and scale of your business. For adoption, it is vital that you show that your end users’ needs matter to you. Let them know that you understand and respect what they need to do their jobs. 3 ways to receive feedback: User groups: Form groups to discuss what’s working and what’s not, and what may be the plan going forward. User surveys: Provide your users with a mechanism to give feedback anonymously Adoption dashboards: Adoption dashboards are available on AppExchange that can be easily integrated with Salesforce. This is a great way to identify reluctant adopters and track your progress in adoption. Simplicity Salesforce is loaded with a plethora of features and that can be overwhelming at times. Less is usually more in a process. Here are a few ways to simplify your Salesforce implementation for your users: Personalised User Interface: Make your users feel important by giving them a personalised interface with relevant features and functions based on their role. Eliminate clutter: Run the Optimizer to generate concrete recommendations for optimizing Salesforce feature usage that helps you to eliminate unnecessary fields, layouts, and other things that slow down productivity. Eliminate repetitive data entry: Integrate email into Salesforce and free up time. Salesforce comes with free connectors for Outlook and Gmail. Prioritize Training Mastering every Salesforce feature takes time. Avoid overwhelming your users with an exhaustive training program that covers everything. Instead break it down into segments and phases. Work with your Salesforce implementation Partner to develop a phased out training schedule. Start with training on the basics to get everyone on board. And then move to role-based functions and features. Build a detailed training plan. And no training plan is complete without a re-training component. No training should be considered complete until you are certain that your teams have fully understood how to use the features assigned to them. On-demand app guidance is another great way to supplement training as it allows users to get up to speed at their own pace. Encourage Engagement with the Trailblazer Community The Salesforce Trailblazer Community is a great place for Salesforce users to discuss features, ask questions, and share tips. This community driven self-learning platform provides users with a go-to resource that is backed by inputs from millions of experienced Salesforce users. By encouraging your users to engage and share ideas with the Trailblazer Community, you can supplement your in-house training. The trailblazer community gives users access to networking opportunities, white papers, case studies and videos. Interaction facilitates learning, and learning augments adoption. Automate Repetitive, low-value tasks are a drain on your teams’ productivity. Show your teams how automation within Salesforce can take care of non-critical and repetitive tasks that will allow them to have time to focus on value-based activities like fostering relationships with customers and stakeholders. Automate routine tasks by creating rules, building flows, and leveraging Einstein AI. Make a strong impression on your employees by showing them the true power of Salesforce. Salesforce allows a virtually code-less automation environment that has been designed after collating feedback from thousands of users across multiple verticals. Monitor CRM data quality and accuracy Data is the heart of Salesforce. Accurate and complete data is what makes Salesforce the key driver of your organization’s productivity and growth. The quality of data entered or migrated into Salesforce is a direct indicator of how well your users have understood Salesforce’s capabilities. Inconsistency in the data quality is a clear indicator that users either have not understood the functionality or are not entirely convinced of its helpfulness. Use data quality reports and follow-up with your teams to determine any training or support needs. Measure your Salesforce usage As a business leader or champion, you want to know how well your users are adopting Salesforce. You can use some of the pre-built dashboards available in Salesforce or integrate a dashboard from the AppExchange. A few of the key adoption metrics to monitor are: User login rates Record creation/updation rates Contact creation/updation Opportunity creation/updation Activity completion Open/Closed tasks Chatter usage These can be measured on a scheduled basis to help you understand where your users need support. This will also help you to assess what kind of training and support needs to be provided to users to iron out those issues. Make Salesforce your single source of truth. Encourage your teams to adopt the mantra “If it’s not on Salesforce, it never happened”. There is bound to be resistance, but that’s how cultural change is brought about. Good data is the backbone of a strong sales organization. Encourage collaboration to make sure they understand the bigger picture. Once Salesforce becomes an integral part of your organizational culture, adoption becomes more organic than enforced. Adoption of Salesforce translates to adoption of success. Having said that, just following these tips is not going to guarantee a successful adoption, but they have been proven to work. As a business leader, you need to champion the cause of adoption and incorporating these tips into your organization’s plans will not only trim wasted time, money, and effort, but also help you maximize your ROI. Girikon is a Gold Certified Salesforce Partner that helps companies deliver value to their customers. Get in touch with one of our experts today! Questions? Our reps have answers.

Increase Student Engagement with Education Data Architecture

March 28, 2022
Indranil Chakraborty

Most people tend to think about education as a sequence of separate phases: primary school, followed by high school, then undergrad, and then post-grad. But with the dynamic nature of student demographics today, and an imminent need to revise current skills and acquire new skills throughout our lifetime, many are beginning to understand that education today is more than just a series of stages – it’s a lifelong journey. And it is evident that the lines are blurring more and more between these stages of education – underlining an opportunity to create a connected experience for the learner. The student lifecycle is also becoming more and more dynamic with learners engaging with education at various points in their lifetime. Educational institutions are beginning to acknowledge that understanding and evolving these varying student journeys is the key to success – for both students as well as institutions. Education is one continuous experience. And as a certified Salesforce Implementation Partner, we believe it can be powered by a one data architecture too. EDA: The Foundation of Education Cloud Any discussion on Salesforce solutions for student engagement will be incomplete without talking about Education Data Architecture (EDA). EDA is the cornerstone of Salesforce Education Cloud. It allows you to completely customize your institution’s processes to meet the specific needs of your student engagement staff. EDA comes with pre-built objects and automation specific to education to enable you to get a complete view with traceability of members of your campus community: who is this individual, where have they been in their educational journey, where are they headed, what are their interest areas, and who are they connecting with? Image Source – https://www.salesforce.org/ EDA is a data architecture and not a product, which means institutions have the power to customize a solution in a way that is aligned with their unique needs and processes. Let’s take a look at what EDA can deliver to student engagement teams. Get a 360-Degree View of Students For institutions, it is important to have a complete understanding of a student’s daily life and having insight into how they are engaging with the institution. While student staff are keen to know more about their students, it is virtually impossible for a single advisor to remember every detail about each and every student they work with. Salesforce relationships and affiliations offers support great support in this area. Relationships and affiliations are standard EDA objects that deliver a complete view of a student. Relationships in EDA show contact-to-contact connections. While creating a new relationship, you can choose its type (friend, spouse, parent and so on) and its status (former or current). And every time a new relationship is created in EDA, Salesforce creates a reciprocal relationship, mirroring the same relationship in the opposite direction. Affiliations tell you about interactions between a contact and another account. In EDA, entities such as clubs, sports teams, departments, and external institutions where students may volunteer or work are represented as accounts. Contacts can be connected to these accounts through affiliations. Support the Entire Student Journey Out of the Box Functionality Take advantage of pre-developed objects, logical flows, and automation driven education on the Salesforce platform Full Lifecycle Relationship Management Manage relationships at every stage of the student journey from prospect to student to alumni A Unified View Connect students to multiple affiliations, relationships, courses, and academic programs – all in a single view Image Source – https://www.salesforce.org/ Image Source – https://www.salesforce.org/ Configure with Clicks, Not Code Flexible for All Institutions Add fields, objects and custom page layouts to align with your institution’s dynamic needs and evolve with new business models Custom Apps & Insights Build apps in an agile framework and deliver personalized user experiences with filters, customisable logic, and AI-powered insights Seamless Integrations Easily connect EDA to your student information systems, learning management systems, and other institution systems with just a few clicks Connect with a Global Network Best Practices and Insights Get access to the Trailblazer Community to get answers to questions and leverage best practices from institutions Robust Partner Ecosystem Discover EDA compatible apps & certified consultants on the AppExchange Community Sprint Events Participate in the Salesforce.org sprint events throughout the year to connect and collaborate with institutions using ED Image Source – https://www.salesforce.org/ What does Education Data Architecture look like? Before EDA, institutions spent lots of time and money customizing Salesforce to fit their specific needs. Now institutions can leverage a common language and configuration across the student lifecycle. EDA makes it easy to manage student data holistically with 360-degree views powered by industry standard objects that are built directly on the Salesforce platform. EDA Puts Students at the Center Discover 360-degree views of students with EDA logic, objects and automation https://www.salesforce.org/ Education Data Architecture allows you to get started with Education Cloud faster than ever before. As the foundation of Education Cloud, EDA provides a flexible and scalable framework that can fit your specific use case needs from Day 1. With a solid building block for growth, your institution will be well on its way to becoming a connected campus and increasing student engagement across the entire lifecycle. Contact your Salesforce Consulting Partner today to know more. Discover how you can drive student engagement with Education Data Architecture Contact our expert today! CONTACT AN EXPERT

6 Ways Salesforce Service Cloud Rocks Your Student Services

March 22, 2022
Indranil Chakraborty

Service Cloud Re-imagine and re-engineer how you service and support your students and constituents. From self-service portals to contact centers, and even on social media, Service Cloud can help deliver exceptional service to boost satisfaction and loyalty. Deliver fast, efficient and engaging services anywhere, any time on any device with Service Cloud. Create Convenience and Engagement with One-Stop Services Now more than ever, digital transformation plays a key role for institutions looking to deliver engaging experiences to their students. While many institutions have gone digital to a certain extent and are offering some digital services to students, there are still many a number of tasks required across the student journey that result in plenty of paperwork and unnecessary queues across the campus. With Salesforce, educational institutions can provide a virtual one-stop where students can get digital access to all those activities. A “one-stop” is just that – a unified hub for communication, engagement and collaboration. Saving time and resources for the institution and students, and eliminating student frustration. Salesforce empowers you to connect and assist your campus community in ways that your students expect. Salesforce Service Cloud, which can be used as part of Education Cloud, can deliver real-time, personalized service to support student needs through a single, unified digital platform. How exactly does Service Cloud work? Students can now be empowered to communicate with advisors and staff across all channels—email, chat, online communities, social media and more. Service Cloud transforms those communications into cases, or in Service Cloud parlance, a support ticket. Cases can then be assigned to service agents, who are basically staff members at your institution who resolve student support issues. Case management allows staff and advisors to have a centralised and unified view of student support cases to ensure each case is assigned to the right staff member, at the right time. And Service Cloud works behind the scenes to manage that with in-built smart automation. Image Source – https://trailhead.salesforce.com/ Here are 6 features of Service Cloud that drive the student experience: Case Creation Today’s students rely heavily on a digital mode of communication across their social network – friends, family, and the businesses they shop with. They expect a similar experience when interacting with their educational institution. Service Cloud makes this possible by empowering you to completely customize the ways in which students can connect with your services based on your institution’s unique preferences and needs. The primary objective of student services is to make students’ lives easier, and multi-channel communication makes that possible. Students can quickly and effortlessly submit cases and automated case creation and tracking ensures that all activities and communication is recorded and tracked. In simple terms, nothing will fall through the cracks. Additionally, advisors and staff have access to student case histories, so case information is an integrated part of the 360-degree view of each student. Quick Replies Support staff can provide prompt replies to common queries and scenarios with pre-defined messages. Greetings and acknowledgments can now be delivered without intervention. Emailed cases can be processed through customised service flows for seamless management of student issues. Queues Cases are organized by case type so staff can select the cases they have the skillset to resolve. Monitoring and tracking of interaction continuity is critical to effective engagement. Assigned cases can be linked to a student’s record, allowing staff to get complete visibility of the case and add any modifications to it. Image Source – https://trailhead.salesforce.com/ Live Support Chat support driven by live agents who can provide personalised assistance to students in real time. No more appointments. Bots deliver automated chat support with pre-defined answers to resolve common questions in real time. All turbo-charged with the power of AI. Knowledge Salesforce Service Cloud allows you to build and share an information repository across campus and from multiple devices to all your eco-system constituents. You can create a searchable FAQ of audited articles organised by topic that students can refer to 24/7 to access information they seek, without waiting for an email reply or scheduling an appointment. Process documents and articles organised by topic and subject matter can be browsed through effortlessly from any device. Metrics What is the point of delivering services if you cannot measure student engagement success? Salesforce Service Could offers you reports on one-stop metrics to analyse and act on your Salesforce Data. You can view your data, examine it, understand it and share your insights with your team members. Service Cloud can help gauge the service needs of your students and how well your current methods are delivering results. Here are some of the metrics you can discover with Service Cloud reporting. Case opens and closures Time to case closure Case trends Variance in case origin (source of case origin like email and social) Who asks what (case variation by subject major, demographic, etc.) Reports on key metrics empower you to make informed, actionable decisions based on the story revealed by your data. Now you can discover your top services and seasonal trends, create topics and targeted communications to support your student community. And once you are armed with a clear view on the time it takes to resolve cases, you can examine your current processes and make necessary improvements. Want to know more about how Salesforce can help your institution drive rich engaging experiences for your students? Get in touch with a certified Salesforce Consultant today. Looking for Pricing? Schools, Colleges and Institutions can access Salesforce products at a deep discount. Contact our team of experts to discuss your needs today.. CONTACT AN EXPERT

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.

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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"

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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.

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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.

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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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